Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
7901 Wealth Management Nebraska 2025Q1 72 $638.86M
7902 Wealth Management Partners LLC 2025Q1 113 $215.35M
7903 WEALTH MANAGEMENT RESOURCES INC. 2025Q1 28 $202.68M
7904 Wealth Management Strategies Inc. 2025Q1 36 $149.49M
7905 Wealth Preservation Advisors LLC 2025Q1 556 $139.94M
7906 Wealth Quarterback LLC 2025Q1 123 $177.34M
7907 Wealth Watch Advisors INC 2025Q1 66 $104.82M
7908 WealthBridge Capital Management LLC 2025Q1 196 $350.98M
7909 WealthBridge Investment Counsel Inc. 2025Q1 47 $274.77M
7910 Wealthcare Advisory Partners LLC 2025Q1 870 $3.47B
7911 WEALTHCARE CAPITAL MANAGEMENT LLC 2025Q1 82 $681.21M
7912 Wealthcare Capital Partners LLC 2025Q1 126 $185.99M
7913 WealthCare Investment Partners LLC 2025Q1 143 $220.36M
7914 WealthCollab LLC 2025Q1 905 $151.95M
7915 WEALTHEDGE INVESTMENT ADVISORS LLC 2025Q1 172 $203.37M
7916 Wealthfront Advisers LLC 2025Q1 910 $35.2B
7917 WEALTHGARDEN F.S. LLC 2025Q1 121 $101.99M
7918 WealthNavi Inc. 2025Q1 10 $8.99B
7919 WealthPlan Investment Management LLC 2025Q1 263 $1.01B
7920 WealthPLAN Partners LLC 2025Q1 242 $707.9M
7921 Wealthquest Corp 2025Q1 134 $1.2B
7922 WealthShield Partners LLC 2025Q1 498 $744.31M
7923 WEALTHSPAN PARTNERS LLC 2025Q1 108 $205.33M
7924 Wealthspire Advisors LLC 2025Q1 766 $16.51B
7925 Wealthspring Capital LLC 2025Q1 35 $50.35M
7926 Wealthstar Advisors LLC 2025Q1 130 $198.8M
7927 Wealthstream Advisors Inc. 2025Q1 160 $531.9M
7928 WealthTrak Capital Management LLC 2025Q1 964 $108.63M
7929 WealthTrust Asset Management LLC 2025Q1 83 $131.67M
7930 WealthTrust Axiom LLC 2025Q1 252 $326.15M
7931 WEATHERLY ASSET MANAGEMENT L. P. 2025Q1 179 $1.12B
7932 Weaver C. Barksdale & Associates Inc. 2025Q1 62 $104.23M
7933 Weaver Capital Management LLC 2025Q1 178 $375.42M
7934 Weaver Consulting Group 2025Q1 210 $289.56M
7935 Webs Creek Capital Management LP 2025Q1 17 $441.84M
7936 WEBSTER BANK N. A. 2025Q1 547 $893.99M
7937 WEBSTERROGERS FINANCIAL ADVISORS LLC 2025Q1 77 $262.86M
7938 WEDBUSH SECURITIES INC 2025Q1 1111 $2.72B
7939 WEDGE CAPITAL MANAGEMENT L L P 2025Q1 512 $5.16B
7940 WEDGEWOOD INVESTORS INC 2025Q1 97 $84.23M
7941 WEDGEWOOD PARTNERS INC 2025Q1 20 $496.46M
7942 Wedmont Private Capital 2025Q1 689 $1.77B
7943 WEIK CAPITAL MANAGEMENT 2025Q1 91 $245.73M
7944 Weil Company Inc. 2025Q1 104 $335.13M
7945 Weinberger Asset Management Inc 2025Q1 79 $232.9M
7946 Weiss Asset Management LP 2025Q1 229 $2.55B
7947 WEITZ INVESTMENT MANAGEMENT INC. 2025Q1 44 $1.88B
7948 Weitzel Financial Services Inc. 2025Q1 37 $197.98M
7949 Wela Strategies Inc. 2025Q1 50 $232.81M
7950 WELCH & FORBES LLC 2025Q1 366 $7.63B
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