List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 2001 | CSS LLC | 2025Q1 | 459 | $515.26M |
| 2002 | CSU Producer Resources Inc. | 2025Q1 | 22 | $30.14M |
| 2003 | CTC Alternative Strategies Ltd. | 2025Q1 | 91 | $76.15M |
| 2004 | CTC LLC | 2025Q1 | 38 | $622.93M |
| 2005 | Cubist Systematic Strategies LLC | 2025Q1 | 1376 | $7.63B |
| 2006 | CULBERTSON A N & CO INC | 2025Q1 | 120 | $613.1M |
| 2007 | Cullen Capital Management LLC | 2025Q1 | 205 | $8.66B |
| 2008 | CULLEN INVESTMENT GROUP LTD. | 2025Q1 | 173 | $659.38M |
| 2009 | CULLEN/FROST BANKERS INC. | 2025Q1 | 1271 | $7.14B |
| 2010 | CULLINAN ASSOCIATES INC | 2025Q1 | 216 | $1.41B |
| 2011 | CULTIVAR CAPITAL INC. | 2025Q1 | 29 | $112.37M |
| 2012 | CUMBERLAND ADVISORS INC | 2025Q1 | 47 | $219.09M |
| 2013 | Cumberland Partners Ltd | 2025Q1 | 163 | $1.29B |
| 2014 | Cunning Capital Partners LP | 2025Q1 | 52 | $154.79M |
| 2015 | CURA WEALTH ADVISORS LLC | 2025Q1 | 105 | $247.12M |
| 2016 | Curat Global LLC | 2025Q1 | 302 | $81.8M |
| 2017 | Curated Wealth Partners LLC | 2025Q1 | 150 | $772.92M |
| 2018 | Curative Ventures V LLC | 2025Q1 | 1 | $32.97M |
| 2019 | Curbstone Financial Management Corp | 2025Q1 | 191 | $474.45M |
| 2020 | Curi RMB Capital LLC | 2025Q1 | 469 | $3.96B |
| 2021 | CURIO WEALTH LLC | 2025Q1 | 389 | $191.98K |
| 2022 | Curran Financial Partners LLC | 2025Q1 | 95 | $384.82M |
| 2023 | Curtis Advisory Group LLC | 2025Q1 | 93 | $322.98M |
| 2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 2025Q1 | 60 | $1.62B |
| 2025 | Cushing Capital Partners LLC | 2025Q1 | 85 | $109.7M |
| 2026 | Custos Family Office LLC | 2025Q1 | 64 | $262.37M |
| 2027 | Cutler Capital Management LLC | 2025Q1 | 87 | $226.18M |
| 2028 | CUTLER INVESTMENT COUNSEL LLC | 2025Q1 | 127 | $765.76M |
| 2029 | Cutter & CO Brokerage Inc. | 2025Q1 | 183 | $422.66M |
| 2030 | Cutter Capital Management LP | 2025Q1 | 21 | $229.65M |
| 2031 | CV Advisors LLC | 2025Q1 | 35 | $283.69M |
| 2032 | CVA Family Office LLC | 2025Q1 | 1361 | $637.92M |
| 2033 | CVC Management Holdings II Ltd. | 2025Q1 | 3 | $723.83M |
| 2034 | CVentures Inc. | 2025Q1 | 0 | $0 |
| 2035 | CVFG LLC | 2025Q1 | 91 | $109.96M |
| 2036 | CVS HEALTH Corp | 2025Q1 | 3 | $172.68M |
| 2037 | CW Advisors LLC | 2025Q1 | 1028 | $8.25B |
| 2038 | CWA Asset Management Group LLC | 2025Q1 | 587 | $2.04B |
| 2039 | CWC Advisors LLC. | 2025Q1 | 131 | $163.36M |
| 2040 | CWM LLC | 2025Q1 | 4932 | $23.78B |
| 2041 | CWS Financial Advisors LLC | 2025Q1 | 127 | $315.93M |
| 2042 | CX Institutional | 2025Q1 | 1202 | $2.65B |
| 2043 | CYBER HORNET ETFs LLC | 2025Q1 | 128 | $98.01M |
| 2044 | Cyndeo Wealth Partners LLC | 2025Q1 | 431 | $1.46B |
| 2045 | Cynosure Group LLC | 2025Q1 | 370 | $660.77M |
| 2046 | Cypress Advisory Group LLC | 2025Q1 | 59 | $82.67M |
| 2047 | Cypress Capital Group | 2025Q1 | 200 | $763.04M |
| 2048 | Cypress Capital LLC | 2025Q1 | 74 | $303.68M |
| 2049 | Cypress Capital Management LLC (WY) | 2025Q1 | 161 | $83.68M |
| 2050 | CYPRESS FINANCIAL PLANNING LLC | 2025Q1 | 77 | $252.09M |