List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
2051 | CVFG LLC | 2025Q1 | 91 | $109.96M |
2052 | CVS HEALTH Corp | 2024Q4 | 3 | $233.74M |
2053 | CWA Asset Management Group LLC | 2025Q1 | 587 | $2.04B |
2054 | CWC Advisors LLC. | 2025Q1 | 131 | $163.36M |
2055 | CWM LLC | 2024Q4 | 4785 | $22.95B |
2056 | CWS Financial Advisors LLC | 2024Q4 | 125 | $308.42M |
2057 | CX Institutional | 2025Q1 | 1202 | $2.65B |
2058 | CYBER HORNET ETFs LLC | 2025Q1 | 128 | $98.01M |
2059 | Cyndeo Wealth Partners LLC | 2025Q1 | 431 | $1.46B |
2060 | Cynosure Group LLC | 2024Q4 | 361 | $593.79M |
2061 | Cypress Advisory Group LLC | 2025Q1 | 59 | $82.67M |
2062 | CYPRESS ASSET MANAGEMENT INC | 2024Q4 | 105 | $402.77M |
2063 | Cypress Capital Group | 2024Q4 | 255 | $814.85M |
2064 | Cypress Capital LLC | 2025Q1 | 74 | $303.68M |
2065 | Cypress Capital Management LLC (WY) | 2024Q4 | 149 | $85.19M |
2066 | CYPRESS FINANCIAL PLANNING LLC | 2025Q1 | 77 | $252.09M |
2067 | CYPRESS FUNDS LLC | 2024Q4 | 14 | $743.48M |
2068 | Cypress Point Wealth Management LLC | 2025Q1 | 65 | $312.73M |
2069 | Cypress Wealth Services LLC | 2025Q1 | 269 | $481.88M |
2070 | Cyr Financial Inc. | 2025Q1 | 47 | $91.39M |
2071 | CYRUS CAPITAL PARTNERS L.P. | 2024Q4 | 5 | $291.79M |
2072 | Cyrus J. Lawrence LLC | 2024Q4 | 191 | $517M |
2073 | Czech National Bank | 2025Q1 | 502 | $10.92B |
2074 | D L CARLSON INVESTMENT GROUP INC | 2024Q4 | 136 | $529.21M |
2075 | D'Orazio & Associates Inc. | 2025Q1 | 251 | $652.63M |
2076 | D. E. Shaw & Co. Inc. | 2024Q4 | 2644 | $83.62B |
2077 | D. SCOTT NEAL INC. | 2025Q1 | 54 | $180.3M |
2078 | D.A. DAVIDSON & CO. | 2024Q4 | 1367 | $12.11B |
2079 | D.B. Root & Company LLC | 2024Q4 | 179 | $254.32M |
2080 | D1 Capital Partners L.P. | 2024Q4 | 35 | $6.02B |
2081 | DAFNA Capital Management LLC | 2024Q4 | 81 | $389M |
2082 | DAGCO INC. | 2024Q4 | 86 | $301.9M |
2083 | DAHRING | CUSMANO LLC | 2024Q4 | 58 | $86.01M |
2084 | Dai-ichi Life Holdings Inc. | 2024Q4 | 20 | $70.87M |
2085 | Dai-ichi Life Insurance Company Ltd | 2024Q4 | 481 | $3.62B |
2086 | DAIDO LIFE INSURANCE CO | 2024Q4 | 6 | $815.04K |
2087 | DAILY JOURNAL CORP | 2025Q1 | 4 | $215.73M |
2088 | Daiwa Securities Group Inc. | 2024Q4 | 1249 | $22.2B |
2089 | Dakota Community Bank & Trust NA | 2025Q1 | 115 | $20.73M |
2090 | Dakota Wealth Management | 2024Q4 | 729 | $4.23B |
2091 | Dalal Street LLC | 2024Q4 | 3 | $253.44M |
2092 | Dale Q Rice Investment Management Ltd | 2025Q1 | 93 | $193.54M |
2093 | Dalton Investments Inc. | 2024Q4 | 26 | $192.37M |
2094 | Dana Investment Advisors Inc. | 2024Q4 | 536 | $3.03B |
2095 | Daner Wealth Management LLC | 2024Q4 | 55 | $135.97M |
2096 | Darden Wealth Group Inc | 2024Q4 | 97 | $140.22M |
2097 | DARK FOREST CAPITAL MANAGEMENT LP | 2024Q4 | 883 | $675.12M |
2098 | Darlington Partners Capital Management, LP | 2024Q4 | 13 | $2.66B |
2099 | Darrow Company Inc. | 2024Q4 | 44 | $158.18M |
2100 | Darsana Capital Partners LP | 2024Q4 | 14 | $3.29B |