List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 1701 | CLUNE & ASSOCIATES LTD. | 2025Q1 | 128 | $280.77M |
| 1702 | CM Management LLC | 2025Q1 | 54 | $99.53M |
| 1703 | CM WEALTH ADVISORS LLC | 2025Q1 | 86 | $312.67M |
| 1704 | CMC Financial Group | 2025Q1 | 32 | $44.2M |
| 1705 | CMG Global Holdings LLC | 2025Q1 | 85 | $137.1M |
| 1706 | CMH Wealth Management LLC | 2025Q1 | 54 | $392.72M |
| 1707 | CMT Capital Markets Trading GmbH | 2025Q1 | 71 | $241.82M |
| 1708 | CNA FINANCIAL CORP | 2025Q1 | 14 | $156.62M |
| 1709 | CNB Bank | 2025Q1 | 486 | $197.05M |
| 1710 | CNO Financial Group Inc. | 2025Q1 | 9 | $119.59M |
| 1711 | Coalescence Partners Investment Management LP | 2025Q1 | 14 | $293.91M |
| 1712 | Coastal Bridge Advisors LLC | 2025Q1 | 168 | $391.68M |
| 1713 | Coastline Trust Co | 2025Q1 | 379 | $792.74M |
| 1714 | Coastwise Capital Group LLC | 2025Q1 | 120 | $118.17M |
| 1715 | COATUE MANAGEMENT, L.L.C. | 2025Q1 | 69 | $22.68B |
| 1716 | COBALT CAPITAL MANAGEMENT INC. | 2025Q1 | 22 | $203.06M |
| 1717 | Cobblestone Asset Management LLC | 2025Q1 | 56 | $152.69M |
| 1718 | COBBLESTONE CAPITAL ADVISORS LLC | 2025Q1 | 287 | $1.66B |
| 1719 | Code Waechter LLC | 2025Q1 | 125 | $121.16M |
| 1720 | Codex Capital Asset Management L.L.C. | 2025Q1 | 33 | $212.19M |
| 1721 | COERENTE CAPITAL MANAGEMENT | 2025Q1 | 38 | $513.31M |
| 1722 | CogentBlue Wealth Advisors LLC | 2025Q1 | 64 | $108.67M |
| 1723 | Cohalo Advisory LLC | 2025Q1 | 12 | $1.33M |
| 1724 | Cohanzick Management LLC | 2025Q1 | 0 | $0 |
| 1725 | COHEN & STEERS INC. | 2025Q1 | 443 | $54.1B |
| 1726 | Cohen Capital Management Inc. | 2025Q1 | 151 | $583.85M |
| 1727 | Cohen Investment Advisors LLC | 2025Q1 | 78 | $172.34M |
| 1728 | Cohen Klingenstein LLC | 2025Q1 | 208 | $2.76B |
| 1729 | Coho Partners Ltd. | 2025Q1 | 36 | $1.66B |
| 1730 | Coign Capital Advisors LLC | 2025Q1 | 74 | $112.97M |
| 1731 | COLDSTREAM CAPITAL MANAGEMENT INC | 2025Q1 | 3501 | $4.46B |
| 1732 | Coleford Investment Management Ltd. | 2025Q1 | 20 | $356.41M |
| 1733 | Coliseum Capital Management, LLC | 2025Q1 | 17 | $1.2B |
| 1734 | Collaborative Wealth Managment Inc. | 2025Q1 | 172 | $213.58M |
| 1735 | Collar Capital Management LLC | 2025Q1 | 68 | $110.3M |
| 1736 | COLLECTIVE FAMILY OFFICE LLC | 2025Q1 | 152 | $355.22M |
| 1737 | Collier Financial | 2025Q1 | 126 | $117.62M |
| 1738 | Colonial River Investments LLC | 2025Q1 | 199 | $180.53M |
| 1739 | Colonial Trust Advisors | 2025Q1 | 660 | $1.12B |
| 1740 | Colonial Trust Co | 2025Q1 | 1089 | $643.89M |
| 1741 | Colony Family Offices LLC | 2025Q1 | 68 | $303.62M |
| 1742 | Colorado Capital Management Inc. | 2025Q1 | 92 | $202.58M |
| 1743 | COLRAIN CAPITAL LLC | 2025Q1 | 24 | $117.05M |
| 1744 | COLTON GROOME FINANCIAL ADVISORS LLC | 2025Q1 | 114 | $230.56M |
| 1745 | COLUMBIA ADVISORY PARTNERS LLC | 2025Q1 | 72 | $115.34M |
| 1746 | Columbia Asset Management | 2025Q1 | 177 | $489.52M |
| 1747 | Columbia River Financial Group LLC | 2025Q1 | 124 | $149.63M |
| 1748 | Columbus Hill Capital Management L.P. | 2025Q1 | 23 | $457.43M |
| 1749 | Columbus Macro LLC | 2025Q1 | 184 | $700.21M |
| 1750 | Column Group LLC | 2025Q1 | 5 | $44.23M |