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
951 Bestgate Wealth Advisors LLC 2025Q1 53 $46.24M
952 Beta Wealth Group Inc. 2025Q1 100 $235.04M
953 Better Money Decisions LLC 2025Q1 62 $130.41M
954 Betterment LLC 2025Q1 420 $40.38B
955 BetterWealth LLC 2025Q1 59 $337.01M
956 Beutel, Goodman & Co Ltd. 2025Q1 201 $17.35B
957 Beverly Hills Private Wealth LLC 2025Q1 330 $497.77M
958 Bey-Douglas LLC 2025Q1 42 $109.61M
959 BFI Infinity Ltd. 2025Q1 53 $92.58M
960 BFSG LLC 2025Q1 657 $798.16M
961 BG Investment Services Inc. 2025Q1 32 $76.29M
962 BHK Investment Advisors LLC 2025Q1 60 $230.96M
963 BI Asset Management Fondsmaeglerselskab A/S 2025Q1 909 $8.88B
964 Bienville Capital Management LLC 2025Q1 66 $412.3M
965 Bigelow Investment Advisors LLC 2025Q1 135 $198.57M
966 BIGLARI CAPITAL CORP. 2025Q1 13 $709.01M
967 BIGLARI SARDAR 2025Q1 10 $44.2M
968 BigSur Wealth Management LLC 2025Q1 152 $369.17M
969 Bill Few Associates Inc. 2025Q1 171 $277.13M
970 Biltmore Family Office LLC 2025Q1 261 $579.42M
971 Biltmore Wealth Management LLC 2025Q1 54 $207.73M
972 BINGHAM PRIVATE WEALTH LLC 2025Q1 145 $91.52M
973 Binnacle Investments Inc 2025Q1 786 $136.77M
974 Biondo Investment Advisors LLC 2025Q1 80 $697.27M
975 BIOS Capital Management LP 2025Q1 6 $79.18M
976 BIP Alliance LLC 2025Q1 49 $236.5M
977 BIP Wealth LLC 2025Q1 279 $1.53B
978 Birch Capital Management LLC 2025Q1 82 $192.31M
979 Birch Hill Investment Advisors LLC 2025Q1 187 $2.11B
980 BIRCHBROOK INC. 2025Q1 261 $151.16M
981 Birchcreek Wealth Management LLC 2025Q1 113 $139.05M
982 Birchview Capital LP 2025Q1 68 $115.17M
983 BIRINYI ASSOCIATES INC 2025Q1 56 $309.56M
984 BIRMINGHAM CAPITAL MANAGEMENT CO INC 2025Q1 109 $265.82M
985 Birnam Oak Advisors LP 2025Q1 21 $238.9M
986 Bishop & Co Investment Management LLC 2025Q1 25 $258.49M
987 BISLETT MANAGEMENT LLC 2025Q1 14 $141.27M
988 Bison Wealth LLC 2025Q1 382 $1.02B
989 BIT Capital GmbH 2025Q1 85 $830.41M
990 BKM Wealth Management LLC 2025Q1 158 $242.87M
991 Black Creek Investment Management Inc. 2025Q1 24 $2.12B
992 Black Cypress Capital Management LLC 2025Q1 25 $106.6M
993 BLACK DIAMOND CAPITAL MANAGEMENT L.L.C. 2025Q1 13 $168.48M
994 Black Diamond Financial LLC 2025Q1 139 $626.31M
995 Black Maple Capital Management LP 2025Q1 77 $117.6M
996 BLACK POINT WEALTH MANAGEMENT 2025Q1 13 $17.28M
997 Black Swift Group LLC 2025Q1 108 $429.13M
998 BlackBarn Capital Partners LP 2025Q1 18 $292.81M
999 BlackDiamond Wealth Management LLC 2025Q1 152 $147.88M
1000 Blackhawk Capital Partners LLC. 2025Q1 126 $192.23M
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