List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
2201 | DISCOVERY CAPITAL MANAGEMENT LLC | 2025Q1 | 52 | $819.99M |
2202 | Discovery Value Fund | 2025Q1 | 3 | $70.51M |
2203 | Distillate Capital Partners LLC | 2025Q1 | 119 | $1.95B |
2204 | Divco West Real Estate Services LLC | 2025Q1 | 4 | $94.03M |
2205 | Divergent Planning LLC | 2025Q1 | 29 | $287.7M |
2206 | Diversified Enterprises LLC | 2025Q1 | 298 | $1.18B |
2207 | Diversified Investment Strategies LLC | 2025Q1 | 52 | $147.22M |
2208 | Diversified Portfolios Inc. | 2025Q1 | 141 | $950.8M |
2209 | Diversified Trust Co | 2025Q1 | 918 | $4.02B |
2210 | Diversify Advisory Services LLC | 2025Q1 | 605 | $1.55B |
2211 | DIVERSIFY WEALTH MANAGEMENT LLC | 2025Q1 | 496 | $1.31B |
2212 | DIVIDEND ASSETS CAPITAL LLC | 2025Q1 | 140 | $527.92M |
2213 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 2025Q1 | 89 | $863.67M |
2214 | Divisar Partners QP, L.P. | 2025Q1 | 29 | $384.53M |
2215 | DIXON FNANCIAL SERVICES INC. | 2025Q1 | 38 | $185.02M |
2216 | Dixon Mitchell Investment Counsel Inc. | 2025Q1 | 103 | $2.22B |
2217 | DJE Kapital AG | 2025Q1 | 110 | $3.37B |
2218 | DKM Wealth Management Inc. | 2025Q1 | 46 | $89.33M |
2219 | DLD Asset Management LP | 2025Q1 | 52 | $101.73M |
2220 | DLK Investment Management LLC | 2025Q1 | 86 | $238.86M |
2221 | DMC Group LLC | 2025Q1 | 126 | $122.76M |
2222 | DME Capital Management LP | 2025Q1 | 31 | $1.97B |
2223 | DMKC Advisory Services LLC | 2025Q1 | 55 | $111.01M |
2224 | DnB Asset Management AS | 2025Q1 | 737 | $21.69B |
2225 | DNCA FINANCE | 2025Q1 | 95 | $1.16B |
2226 | DOCK STREET ASSET MANAGEMENT INC | 2025Q1 | 56 | $832.81M |
2227 | Dodds Wealth LLC | 2025Q1 | 56 | $242.74M |
2228 | Dodge & Cox | 2025Q1 | 214 | $175.45B |
2229 | Dogwood Wealth Management LLC | 2025Q1 | 527 | $164.58M |
2230 | DOHENY ASSET MANAGEMENT | 2025Q1 | 66 | $127.71M |
2231 | DOHJ LLC | 2025Q1 | 140 | $426.23M |
2232 | DOLIVER ADVISORS LP | 2025Q1 | 162 | $355.57M |
2233 | Doma Perpetual Capital Management LLC | 2025Q1 | 10 | $254.38M |
2234 | Dominguez Wealth Management Solutions Inc. | 2025Q1 | 60 | $135.67M |
2235 | Donald L. Hagan LLC | 2025Q1 | 90 | $191.31M |
2236 | DONALD SMITH & CO., INC. | 2025Q1 | 58 | $4.08B |
2237 | DONALDSON CAPITAL MANAGEMENT LLC | 2025Q1 | 218 | $2.64B |
2238 | Donoghue Forlines LLC | 2025Q1 | 102 | $315.5M |
2239 | Donor Advised Charitable Giving Inc. | 2025Q1 | 39 | $3.46B |
2240 | DOPKINS WEALTH MANAGEMENT LLC | 2025Q1 | 81 | $192.59M |
2241 | Dorsal Capital Management LP | 2025Q1 | 23 | $3.1B |
2242 | Dorsey & Whitney Trust CO LLC | 2025Q1 | 651 | $1.71B |
2243 | Dorsey Asset Management LLC | 2025Q1 | 11 | $943.61M |
2244 | Dorsey Wright & Associates | 2025Q1 | 127 | $392.61M |
2245 | DORVAL Corp | 2025Q1 | 31 | $203.04M |
2246 | DoubleLine ETF Adviser LP | 2025Q1 | 166 | $300.76M |
2247 | Dougherty Wealth Advisers LLC | 2025Q1 | 110 | $135.26M |
2248 | Douglas Lane & Associates LLC | 2025Q1 | 233 | $6.79B |
2249 | Douglass Winthrop Advisors LLC | 2025Q1 | 279 | $5.26B |
2250 | DOVER ADVISORS LLC | 2025Q1 | 156 | $226.92M |