List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
7651 | VISTA INVESTMENT MANAGEMENT | 2024Q4 | 172 | $248.56M |
7652 | VISTA INVESTMENT PARTNERS II LLC | 2025Q1 | 125 | $178.91M |
7653 | VISTA INVESTMENT PARTNERS LLC | 2025Q1 | 153 | $323.79M |
7654 | Vista Private Wealth Partners. LLC | 2024Q4 | 229 | $251.86M |
7655 | Vista Wealth Management Group LLC | 2025Q1 | 257 | $1.53B |
7656 | Visualize Group LP | 2024Q4 | 12 | $158.01M |
7657 | Vitol Holding B.V. | 2024Q4 | 2 | $13.16M |
7658 | Vitruvian Partners LLP | 2024Q4 | 6 | $116.18M |
7659 | Vivaldi Asset Management LLC | 2024Q4 | 93 | $1.31B |
7660 | Vivaldi Capital Management LLC | 2024Q4 | 285 | $641.5M |
7661 | Vivid Wealth Management LLC | 2025Q1 | 61 | $199.78M |
7662 | Vivo Capital LLC | 2024Q4 | 40 | $892.62M |
7663 | VK Services LLC | 2024Q4 | 2 | $848.72M |
7664 | VOISARD ASSET MANAGEMENT GROUP INC. | 2024Q4 | 76 | $241.39M |
7665 | Voleon Capital Management LP | 2024Q4 | 324 | $1.34B |
7666 | VOLORIDGE INVESTMENT MANAGEMENT LLC | 2024Q4 | 1149 | $28.14B |
7667 | Von Berge Wealth Management Group LLC | 2024Q4 | 63 | $163.83M |
7668 | von Borstel & Associates Inc. | 2024Q4 | 38 | $255.42M |
7669 | Vontobel Holding Ltd. | 2024Q4 | 1071 | $29.2B |
7670 | VORPAL LLC | 2024Q4 | 1 | $23.94M |
7671 | Voss Capital LLC | 2024Q4 | 45 | $1.35B |
7672 | Voya Financial Advisors Inc. | 2024Q4 | 209 | $885.3M |
7673 | Voya Investment Management LLC | 2024Q4 | 2604 | $83.94B |
7674 | Voyager Global Management LP | 2024Q4 | 14 | $2.5B |
7675 | VPR Management LLC | 2024Q4 | 55 | $191.9M |
7676 | VR Adviser LLC | 2024Q4 | 37 | $1.46B |
7677 | VR Advisory Services Ltd | 2024Q4 | 19 | $392.09M |
7678 | VSM Wealth Advisory LLC | 2024Q4 | 470 | $279.9M |
7679 | Vulcan Value Partners LLC | 2024Q4 | 49 | $5.98B |
7680 | W ADVISORS LLC | 2024Q4 | 112 | $159.49M |
7681 | W.E. Donoghue & Co. LLC | 2024Q4 | 99 | $298.99M |
7682 | W.G. Shaheen & Associates DBA Whitney & Co | 2024Q4 | 127 | $889.12M |
7683 | W.H. Cornerstone Investments Inc. | 2024Q4 | 111 | $133.21M |
7684 | WADDELL & ASSOCIATES LLC | 2024Q4 | 153 | $972.65M |
7685 | Wade Financial Advisory Inc | 2024Q4 | 79 | $294.55M |
7686 | WAFRA INC. | 2024Q4 | 2 | $185.97M |
7687 | WAGNER BOWMAN MANAGEMENT CORP | 2024Q4 | 310 | $1.02B |
7688 | Wagner Wealth Management LLC | 2025Q1 | 235 | $400.68M |
7689 | Wahed Invest LLC | 2024Q4 | 223 | $601.71M |
7690 | Wakefield Asset Management LLLP | 2024Q4 | 141 | $293.54M |
7691 | Waldron Private Wealth LLC | 2024Q4 | 413 | $2.41B |
7692 | Walgreens Boots Alliance Inc. | 2024Q4 | 2 | $4.88B |
7693 | Walker Asset Management LLC | 2025Q1 | 135 | $163.53M |
7694 | Walker Financial Services Inc. | 2024Q4 | 31 | $141.69M |
7695 | Walkner Condon Financial Advisors LLC | 2025Q1 | 250 | $461.37M |
7696 | Wall Street Access Asset Management LLC | 2024Q4 | 113 | $264.93M |
7697 | Wall Street Financial Group Inc. | 2025Q1 | 39 | $94.45M |
7698 | Wallace Advisory Group LLC | 2025Q1 | 182 | $139.08M |
7699 | Wallace Capital Management Inc. | 2024Q4 | 81 | $731.83M |
7700 | Wallace Hart LLC | 2024Q4 | 23 | $125.35M |