List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
2001 | Crossingbridge Advisors LLC | 2024Q4 | 64 | $120.18M |
2002 | Crosslink Capital, Inc. | 2024Q4 | 19 | $718.95M |
2003 | Crossmark Global Holdings Inc. | 2024Q4 | 1246 | $5.49B |
2004 | Crow's Nest Holdings LP | 2024Q4 | 9 | $473.99M |
2005 | CROWLEY WEALTH MANAGEMENT INC. | 2025Q1 | 408 | $104.95M |
2006 | CROWN ADVISORS MANAGEMENT INC. | 2024Q4 | 37 | $155.72M |
2007 | Crown Oak Advisors LLC | 2025Q1 | 22 | $197.91M |
2008 | Crown Wealth Group LLC | 2025Q1 | 107 | $192.53M |
2009 | Cruiser Capital Advisors LLC | 2024Q4 | 36 | $91.4M |
2010 | Crumly & Associates Inc. | 2025Q1 | 162 | $352.38M |
2011 | CRUX WEALTH ADVISORS | 2024Q4 | 149 | $177.88M |
2012 | Cryder Capital Partners LLP | 2024Q4 | 9 | $1.38B |
2013 | Crystal Rock Capital Management | 2024Q4 | 26 | $162.99M |
2014 | Csenge Advisory Group | 2024Q4 | 666 | $1.8B |
2015 | CSM Advisors LLC | 2024Q4 | 123 | $2.08B |
2016 | CSS LLC/IL | 2024Q4 | 459 | $623.88M |
2017 | CSU Producer Resources Inc. | 2024Q4 | 22 | $30.34M |
2018 | CTC Alternative Strategies Ltd. | 2024Q4 | 45 | $71.18M |
2019 | CTC LLC | 2024Q4 | 74 | $991.26M |
2020 | Cubist Systematic Strategies LLC | 2024Q4 | 1419 | $6.13B |
2021 | CULBERTSON A N & CO INC | 2024Q4 | 122 | $616.28M |
2022 | Cullen Capital Management LLC | 2024Q4 | 208 | $8.59B |
2023 | CULLEN INVESTMENT GROUP LTD. | 2025Q1 | 173 | $659.38M |
2024 | CULLEN/FROST BANKERS INC. | 2024Q4 | 1330 | $7.32B |
2025 | CULLINAN ASSOCIATES INC | 2025Q1 | 216 | $1.41B |
2026 | CULTIVAR CAPITAL INC. | 2025Q1 | 29 | $112.37M |
2027 | CUMBERLAND ADVISORS INC | 2024Q4 | 47 | $249.11M |
2028 | Cumberland Partners Ltd | 2024Q4 | 159 | $1.43B |
2029 | Cunning Capital Partners LP | 2024Q4 | 52 | $164.55M |
2030 | CURA WEALTH ADVISORS LLC | 2024Q4 | 95 | $225.9M |
2031 | Curat Global LLC | 2025Q1 | 302 | $81.8M |
2032 | Curated Wealth Partners LLC | 2025Q1 | 150 | $772.93M |
2033 | Curative Ventures V LLC | 2024Q4 | 1 | $36.25M |
2034 | Curbstone Financial Management Corp | 2025Q1 | 191 | $474.45M |
2035 | Curi RMB Capital LLC | 2024Q4 | 506 | $4.24B |
2036 | CURIO WEALTH LLC | 2024Q4 | 303 | $185.93M |
2037 | Curran Financial Partners LLC | 2025Q1 | 95 | $384.82M |
2038 | Curtis Advisory Group LLC | 2024Q4 | 89 | $360.08M |
2039 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 2025Q1 | 60 | $1.62B |
2040 | Cushing Capital Partners LLC | 2025Q1 | 85 | $109.7M |
2041 | CUSTOM INDEX SYSTEMS LLC | 2024Q4 | 251 | $186.28M |
2042 | Custos Family Office LLC | 2025Q1 | 64 | $262.37M |
2043 | Cutler Capital Management, LLC | 2024Q4 | 91 | $235.48M |
2044 | CUTLER INVESTMENT COUNSEL LLC | 2024Q4 | 123 | $743.03M |
2045 | Cutter & CO Brokerage Inc. | 2024Q4 | 209 | $409.84M |
2046 | Cutter Capital Management LP | 2024Q4 | 21 | $244.04M |
2047 | CV Advisors LLC | 2025Q1 | 35 | $283.69M |
2048 | CVA Family Office LLC | 2025Q1 | 1361 | $637.92M |
2049 | CVC Management Holdings II Ltd. | 2024Q4 | 3 | $886.75M |
2050 | CVentures Inc. | 2024Q4 | 0 | $0 |