List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
7051 | SwitchPoint Financial Planning LLC | 2025Q1 | 49 | $101.73M |
7052 | SWMG LLC | 2025Q1 | 100 | $236.69M |
7053 | SWP FINANCIAL LLC | 2025Q1 | 57 | $154.74M |
7054 | SWS Partners | 2024Q4 | 117 | $327.07M |
7055 | Sycale Advisors (NY) LLC | 2024Q4 | 17 | $289.78M |
7056 | SYCAMORE PARTNERS MANAGEMENT L.P. | 2024Q4 | 1 | $386.9M |
7057 | SYCOMORE ASSET MANAGEMENT | 2024Q4 | 71 | $701.29M |
7058 | SYKON CAPITAL LLC | 2024Q4 | 62 | $285.73M |
7059 | SYLEBRA CAPITAL LLC | 2024Q4 | 26 | $2.67B |
7060 | Sylvest Advisors LLC | 2025Q1 | 71 | $159.96M |
7061 | SYM FINANCIAL Corp | 2024Q4 | 324 | $699.91M |
7062 | Symetra Investment Management Co | 2024Q4 | 5 | $403.85M |
7063 | Symmetry Investments LP | 2024Q4 | 126 | $1.66B |
7064 | Symmetry Partners LLC | 2025Q1 | 129 | $632.73M |
7065 | SYMMETRY PEAK MANAGEMENT LLC | 2024Q4 | 0 | $0 |
7066 | Symphony Financial Ltd. Co. | 2025Q1 | 86 | $168.12M |
7067 | Symphony Financial Services Inc. | 2024Q4 | 67 | $104.69M |
7068 | Syncona Portfolio Ltd | 2024Q4 | 3 | $52.97M |
7069 | Synergy Asset Management LLC | 2025Q1 | 162 | $785.95M |
7070 | Synergy Financial Group LTD | 2024Q4 | 101 | $119.93M |
7071 | Synergy Investment Management LLC | 2025Q1 | 597 | $239.48M |
7072 | SYNOVUS FINANCIAL CORP | 2024Q4 | 856 | $7.78B |
7073 | SYNTAX RESEARCH INC. | 2024Q4 | 174 | $126.21M |
7074 | Syntegra Private Wealth Group LLC | 2024Q4 | 155 | $884.77M |
7075 | SYON CAPITAL LLC | 2024Q4 | 561 | $1.11B |
7076 | SYQUANT CAPITAL SAS | 2025Q1 | 14 | $140.95M |
7077 | Systelligence LLC | 2025Q1 | 42 | $396.63M |
7078 | Systematic Alpha Investments LLC | 2024Q4 | 228 | $2.71B |
7079 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 2024Q4 | 250 | $3.93B |
7080 | Systematic Portfolios LLC | 2024Q4 | 0 | $0 |
7081 | Systrade AG | 2025Q1 | 13 | $71.81M |
7082 | Syverson Strege & Co | 2024Q4 | 76 | $293.22M |
7083 | T. Rowe Price Associates, Inc. | 2024Q4 | 2984 | $866.97B |
7084 | T. Rowe Price Investment Management, Inc. | 2024Q4 | 632 | $162.11B |
7085 | TABLEAUX LLC | 2024Q4 | 66 | $107.07M |
7086 | Tabor Asset Management LP | 2024Q4 | 38 | $198.51M |
7087 | TABR Capital Management LLC | 2025Q1 | 26 | $41.11M |
7088 | Tacita Capital Inc | 2024Q4 | 204 | $140.07M |
7089 | Taconic Capital Advisors LP | 2024Q4 | 20 | $162.72M |
7090 | TAGStone Capital Inc. | 2024Q4 | 86 | $183.81M |
7091 | Taika Capital LP | 2024Q4 | 79 | $130.44M |
7092 | Taikang Asset Management (Hong Kong) Co Ltd | 2024Q4 | 102 | $680.26M |
7093 | Tairen Capital Ltd | 2024Q4 | 69 | $680.18M |
7094 | TAIYO LIFE INSURANCE CO | 2024Q4 | 11 | $1.23B |
7095 | TAKEDA PHARMACEUTICAL CO LTD | 2024Q4 | 11 | $26.56M |
7096 | Talaria Asset Management Pty Ltd | 2024Q4 | 10 | $387.99M |
7097 | Talbot Financial LLC | 2025Q1 | 62 | $798.26M |
7098 | Talisman Wealth Advisors LLC | 2024Q4 | 101 | $94.05M |
7099 | Tallon Kerry Patrick | 2024Q4 | 103 | $102.87M |
7100 | Talon Private Wealth LLC | 2024Q4 | 289 | $387.72M |