List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
1951 | COWEN AND COMPANY, LLC | 2024Q4 | 0 | $0 |
1952 | Cowen Investment Management LLC | 2024Q4 | 1 | $12.03M |
1953 | Cox Capital Mgt LLC | 2025Q1 | 57 | $136.73M |
1954 | Coyle Financial Counsel LLC | 2024Q4 | 71 | $274.87M |
1955 | COZAD ASSET MANAGEMENT INC | 2024Q4 | 392 | $1.07B |
1956 | CPA Asset Management LLC | 2025Q1 | 81 | $196.04M |
1957 | CPMG Inc | 2024Q4 | 2 | $30.38M |
1958 | CPR Investments Inc. | 2025Q1 | 32 | $95.32M |
1959 | CPV Partners, LLC | 2024Q4 | 4 | $80.59M |
1960 | CRA Financial Services LLC | 2025Q1 | 265 | $569.25M |
1961 | Crabel Capital Management LLC | 2024Q4 | 29 | $26.02M |
1962 | Crake Asset Management LLP | 2024Q4 | 9 | $926.85M |
1963 | CRAMER ROSENTHAL MCGLYNN LLC | 2024Q4 | 97 | $1.77B |
1964 | Cranbrook Wealth Management LLC | 2025Q1 | 417 | $389.38M |
1965 | Crane Advisory LLC | 2025Q1 | 42 | $439.83M |
1966 | Cravens & Co Advisors LLC | 2024Q4 | 60 | $118M |
1967 | Crawford Fund Management LLC | 2024Q4 | 33 | $149.3M |
1968 | CRAWFORD INVESTMENT COUNSEL INC | 2024Q4 | 281 | $5.56B |
1969 | CRCM LP | 2024Q4 | 6 | $245.93M |
1970 | Creative Capital Management Investments LLC | 2025Q1 | 240 | $259.04M |
1971 | CREATIVE FINANCIAL DESIGNS INC | 2025Q1 | 2046 | $1.25B |
1972 | Creative Planning | 2024Q4 | 3497 | $100.91B |
1973 | CreativeOne Wealth LLC | 2024Q4 | 1023 | $3.03B |
1974 | Credit Agricole S A | 2024Q4 | 1174 | $29.51B |
1975 | Credit Capital Investments LLC | 2024Q4 | 28 | $76.77M |
1976 | CREDIT INDUSTRIEL ET COMMERCIAL | 2024Q4 | 166 | $315.01M |
1977 | Creegan & Nassoura Financial Group LLC | 2024Q4 | 74 | $148.75M |
1978 | Creekmur Asset Management LLC | 2024Q4 | 926 | $435.3M |
1979 | Creekside Partners | 2024Q4 | 160 | $189.69M |
1980 | Crescent Grove Advisors LLC | 2025Q1 | 261 | $957.9M |
1981 | Crescent Park Management L.P. | 2024Q4 | 20 | $242.92M |
1982 | Crescent Sterling Ltd. | 2025Q1 | 75 | $97.52M |
1983 | Cresset Asset Management LLC | 2024Q4 | 1624 | $20.7B |
1984 | Cresta Advisors Ltd. | 2024Q4 | 48 | $183.3M |
1985 | Crestline Management LP | 2024Q4 | 703 | $2.87B |
1986 | Crestmont Private Wealth LLC | 2025Q1 | 74 | $200.48M |
1987 | Crestview Partners II GP L.P. | 2024Q4 | 3 | $590.46M |
1988 | Crestview Partners III GP L.P. | 2024Q4 | 3 | $360.55M |
1989 | Crestview Partners IV GP L.P. | 2024Q4 | 2 | $369.89M |
1990 | Crestwood Advisors Group LLC | 2024Q4 | 456 | $5.33B |
1991 | Crestwood Capital Management L.P. | 2024Q4 | 15 | $135.98M |
1992 | Crew Capital Management Ltd. | 2024Q4 | 137 | $116.18M |
1993 | Crewe Advisors LLC | 2025Q1 | 704 | $682.51M |
1994 | Crews Bank & Trust | 2025Q1 | 606 | $572.42M |
1995 | CRITERIA CAIXA S.A.U. | 2024Q4 | 15 | $698.84M |
1996 | CRITERION CAPITAL ADVISORS LLC | 2024Q4 | 340 | $158.08M |
1997 | Crocodile Capital Partners GmbH | 2025Q1 | 12 | $70.66M |
1998 | Cromwell Holdings LLC | 2024Q4 | 620 | $173.32M |
1999 | CROSBY Co OF NEW HAMPSHIRE LLC | 2024Q4 | 0 | $0 |
2000 | Cross Staff Investments Inc | 2025Q1 | 122 | $132.47M |