List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
7451 | TriaGen Wealth Management LLC | 2025Q1 | 159 | $271.53M |
7452 | Trian Fund Management, L.P. | 2025Q1 | 10 | $3.74B |
7453 | Triangle Securities Wealth Management | 2025Q1 | 200 | $385.96M |
7454 | Triasima Portfolio Management inc. | 2025Q1 | 144 | $508.22M |
7455 | Triata Capital Ltd | 2025Q1 | 12 | $442.01M |
7456 | Triavera Capital LLC | 2025Q1 | 19 | $162.72M |
7457 | Tribune Investment Group LP | 2025Q1 | 28 | $174.4M |
7458 | Tributary Capital Management LLC | 2025Q1 | 164 | $1.14B |
7459 | Trifecta Capital Advisors LLC | 2025Q1 | 408 | $476.56M |
7460 | TRIGLAV SKLADI D.O.O. | 2025Q1 | 132 | $1.19B |
7461 | Trigran Investments Inc. | 2025Q1 | 16 | $679.65M |
7462 | TRILLIUM ASSET MANAGEMENT LLC | 2025Q1 | 226 | $3.48B |
7463 | Trilogy Capital Inc. | 2025Q1 | 312 | $1.83B |
7464 | Trinity Financial Advisors LLC | 2025Q1 | 85 | $266.48M |
7465 | Trinity Legacy Partners LLC | 2025Q1 | 91 | $365.99M |
7466 | Trinity Street Asset Management LLP | 2025Q1 | 16 | $988.03M |
7467 | Trinity Wealth Management LLC | 2025Q1 | 49 | $217.67M |
7468 | TrinityPoint Wealth LLC | 2024Q4 | 321 | $679.1M |
7469 | Triodos Investment Management BV | 2025Q1 | 50 | $1.22B |
7470 | Triple Frond Partners LLC | 2025Q1 | 10 | $739.95M |
7471 | Triton Wealth Management PLLC | 2024Q4 | 91 | $191.56M |
7472 | TRITONPOINT WEALTH LLC | 2025Q1 | 332 | $1.04B |
7473 | Trium Capital LLP | 2025Q1 | 47 | $246.27M |
7474 | Triumph Capital Management | 2025Q1 | 271 | $291.24M |
7475 | Triune Financial Partners LLC | 2025Q1 | 36 | $314.5M |
7476 | Trivant Custom Portfolio Group LLC | 2025Q1 | 196 | $173.93M |
7477 | Trivest Advisors Ltd | 2025Q1 | 21 | $1.18B |
7478 | Trivium Point Advisory LLC | 2025Q1 | 325 | $774.11M |
7479 | Troluce Capital Advisors LLC | 2025Q1 | 14 | $100.52M |
7480 | Troy Asset Management Ltd | 2025Q1 | 30 | $3.1B |
7481 | TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC | 2025Q1 | 81 | $113.71M |
7482 | tru Independence LLC | 2025Q1 | 109 | $308.33M |
7483 | True Link Financial Advisors LLC | 2025Q1 | 94 | $1.34B |
7484 | True North Advisors LLC | 2025Q1 | 238 | $529.53M |
7485 | TRUE Private Wealth Advisors | 2025Q1 | 224 | $757.49M |
7486 | True Vision MN LLC | 2025Q1 | 94 | $157.57M |
7487 | True Wealth Design LLC | 2025Q1 | 2649 | $262.53M |
7488 | True Wind Capital Management L.P. | 2025Q1 | 2 | $290.14M |
7489 | Trueblood Wealth Management LLC | 2025Q1 | 235 | $215.58M |
7490 | TRUEFG LLC | 2025Q1 | 48 | $303.11M |
7491 | TrueMark Investments LLC | 2025Q1 | 173 | $373.01M |
7492 | Truepoint Inc. | 2025Q1 | 132 | $3.06B |
7493 | TrueWealth Advisors LLC | 2025Q1 | 202 | $294M |
7494 | TrueWealth Financial Partners | 2025Q1 | 21 | $156.83M |
7495 | Truffle Hound Capital LLC | 2025Q1 | 48 | $156.02M |
7496 | TRUIST FINANCIAL CORP | 2025Q1 | 2394 | $58.93B |
7497 | TruNorth Capital Management LLC | 2025Q1 | 428 | $400.53M |
7498 | Trust Asset Management LLC | 2025Q1 | 218 | $1.22B |
7499 | Trust Co | 2025Q1 | 435 | $752.53M |
7500 | Trust Co of Kansas | 2025Q1 | 53 | $186.72M |