List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
7301 | Townsend & Associates Inc | 2025Q1 | 95 | $803.03M |
7302 | TOWNSEND ASSET MANAGEMENT CORP /NC/ | 2025Q1 | 169 | $259.39M |
7303 | TOWNSQUARE CAPITAL LLC | 2024Q4 | 1527 | $8.45B |
7304 | TOYOTA MOTOR CORP | 2024Q4 | 5 | $2.95B |
7305 | TPG Advisors LLC | 2025Q1 | 87 | $123.38M |
7306 | TPG Financial Advisors LLC | 2025Q1 | 58 | $195.45M |
7307 | TPG GP A, LLC | 2024Q4 | 31 | $6.2B |
7308 | Trace Wealth Advisors LLC | 2024Q4 | 55 | $110.98M |
7309 | Traction Financial Partners LLC | 2025Q1 | 50 | $119.77M |
7310 | TradeLink Capital LLC | 2024Q4 | 21 | $10.06M |
7311 | Trademark Financial Management LLC | 2025Q1 | 83 | $125.22M |
7312 | TradeWell Securities LLC. | 2025Q1 | 42 | $180.44M |
7313 | Tradewinds Capital Management LLC | 2025Q1 | 654 | $355.3M |
7314 | Tradewinds LLC. | 2025Q1 | 211 | $354.4M |
7315 | Tradition Wealth Management LLC | 2024Q4 | 414 | $1.09B |
7316 | Trail Ridge Investment Advisors LLC | 2025Q1 | 101 | $190.36M |
7317 | Trajan Wealth LLC | 2024Q4 | 169 | $1.73B |
7318 | TRAN CAPITAL MANAGEMENT L.P. | 2025Q1 | 65 | $743.29M |
7319 | Tranquility Partners LLC | 2025Q1 | 207 | $258.95M |
7320 | Tranquilli Financial Advisor LLC | 2024Q4 | 100 | $147.56M |
7321 | Trans-Canada Capital Inc. | 2024Q4 | 16 | $993.72M |
7322 | Transamerica Financial Advisors Inc. | 2024Q4 | 556 | $967.75M |
7323 | TRANSATLANTIQUE PRIVATE WEALTH LLC | 2024Q4 | 195 | $256.36M |
7324 | Transce3nd LLC | 2024Q4 | 1533 | $284.38M |
7325 | TRANSCEND CAPITAL ADVISORS LLC | 2025Q1 | 599 | $1.39B |
7326 | Transcendent Capital Group LLC | 2025Q1 | 78 | $164.73M |
7327 | Transform Wealth LLC | 2025Q1 | 237 | $1.64B |
7328 | TRAPHAGEN INVESTMENT ADVISORS LLC | 2025Q1 | 177 | $874.45M |
7329 | Traveka Wealth LLC | 2025Q1 | 145 | $169.89M |
7330 | TRAVELERS COMPANIES INC. | 2024Q4 | 3 | $130.8M |
7331 | Traynor Capital Management Inc. | 2024Q4 | 252 | $1.29B |
7332 | TRB Advisors LP | 2025Q1 | 6 | $211M |
7333 | Treasure Coast Financial Planning | 2024Q4 | 33 | $131.03M |
7334 | Treasurer of the State of North Carolina | 2024Q4 | 1012 | $25.65B |
7335 | Tredje AP-fonden | 2024Q4 | 473 | $11.14B |
7336 | Tree Line Advisors (Hong Kong) Ltd. | 2024Q4 | 9 | $531.78M |
7337 | Trek Financial LLC | 2025Q1 | 366 | $1.33B |
7338 | Trellis Wealth Advisors LLC | 2025Q1 | 31 | $185.13M |
7339 | TREMBLANT CAPITAL GROUP | 2024Q4 | 44 | $953.13M |
7340 | Trevian Wealth Management LLC | 2025Q1 | 27 | $140.41M |
7341 | Trexquant Investment LP | 2024Q4 | 1510 | $8.56B |
7342 | Treynor Bancshares Inc. | 2024Q4 | 44 | $83.53M |
7343 | Tri Locum Partners LP | 2024Q4 | 28 | $482.73M |
7344 | Triad Wealth Partners LLC | 2024Q4 | 163 | $233.58M |
7345 | TriaGen Wealth Management LLC | 2024Q4 | 162 | $285.19M |
7346 | Trian Fund Management, L.P. | 2024Q4 | 10 | $3.88B |
7347 | Triangle Securities Wealth Management | 2025Q1 | 200 | $385.96M |
7348 | Triasima Portfolio Management inc. | 2025Q1 | 144 | $508.22M |
7349 | Triata Capital Ltd | 2024Q4 | 12 | $241.41M |
7350 | Triavera Capital LLC | 2024Q4 | 18 | $166.11M |