List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 2451 | ENZI WEALTH | 2025Q1 | 65 | $247.12M |
| 2452 | Eos Management L.P. | 2025Q1 | 39 | $221.84M |
| 2453 | EP Wealth Advisors LLC | 2025Q1 | 1242 | $11.81B |
| 2454 | EPACRIA CAPITAL PARTNERS LLC | 2025Q1 | 38 | $122.24M |
| 2455 | EPG Wealth Management LLC | 2025Q1 | 390 | $354.76M |
| 2456 | EPIQ PARTNERS LLC | 2025Q1 | 72 | $179.75M |
| 2457 | Epoch Investment Partners Inc. | 2025Q1 | 278 | $19.28B |
| 2458 | EQ LLC | 2025Q1 | 61 | $201.1M |
| 2459 | EQ WEALTH ADVISORS LLC | 2025Q1 | 278 | $125.5M |
| 2460 | Equinox Partners Investment Management LLC | 2025Q1 | 8 | $162.63M |
| 2461 | Equita Financial Network Inc. | 2025Q1 | 76 | $256.94M |
| 2462 | Equitable Holdings Inc. | 2025Q1 | 1288 | $10.33B |
| 2463 | EQUITABLE TRUST CO | 2025Q1 | 462 | $1.81B |
| 2464 | EQUITEC PROPRIETARY MARKETS LLC | 2025Q1 | 28 | $34.69M |
| 2465 | EQUITY INVESTMENT CORP | 2025Q1 | 64 | $4.47B |
| 2466 | Ergawealth Advisors Inc. | 2025Q1 | 60 | $201.81M |
| 2467 | Erickson Financial Group LLC | 2025Q1 | 24 | $130.86M |
| 2468 | ERn Financial LLC | 2025Q1 | 171 | $588.76M |
| 2469 | Erste Asset Management GmbH | 2025Q1 | 531 | $7.79B |
| 2470 | ERTS Wealth Advisors LLC | 2025Q1 | 75 | $488.36M |
| 2471 | Ervin Investment Management LLC | 2025Q1 | 38 | $148.18M |
| 2472 | Eschler Asset Management LLP | 2025Q1 | 40 | $38.81M |
| 2473 | ESG Planning DBA Harper Investing | 2025Q1 | 49 | $150.57M |
| 2474 | ESL Trust Services LLC | 2025Q1 | 312 | $443.08M |
| 2475 | Essential Planning LLC. | 2025Q1 | 74 | $231.14M |
| 2476 | Essex Financial Services Inc. | 2025Q1 | 614 | $1.35B |
| 2477 | ESSEX INVESTMENT MANAGEMENT CO LLC | 2025Q1 | 303 | $479.36M |
| 2478 | Essex LLC | 2025Q1 | 163 | $418.12M |
| 2479 | Essex Savings Bank | 2025Q1 | 296 | $406.91M |
| 2480 | Essex Woodlands Management Inc. | 2025Q1 | 6 | $346.68M |
| 2481 | Estabrook Capital Management | 2025Q1 | 327 | $618.98M |
| 2482 | Estate Counselors LLC | 2025Q1 | 84 | $895.19M |
| 2483 | Estuary Capital Management LP | 2025Q1 | 14 | $412.13M |
| 2484 | Etesian Wealth Advisors Inc. | 2025Q1 | 129 | $223.73M |
| 2485 | ETF Portfolio Partners Inc. | 2025Q1 | 63 | $332.3M |
| 2486 | ETF Store Inc. | 2025Q1 | 78 | $73.71M |
| 2487 | Ethic Inc. | 2025Q1 | 1164 | $4.94B |
| 2488 | Ethos Financial Group LLC | 2025Q1 | 446 | $1.05B |
| 2489 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2025Q1 | 77 | $698.29M |
| 2490 | Euclidean Capital LLC | 2025Q1 | 10 | $266.11M |
| 2491 | Eukles Asset Management | 2025Q1 | 224 | $227.9M |
| 2492 | EULAV Asset Management | 2025Q1 | 165 | $4.05B |
| 2493 | Euro Pacific Asset Management LLC | 2025Q1 | 76 | $545.56M |
| 2494 | Evanson Asset Management LLC | 2025Q1 | 296 | $1.39B |
| 2495 | Evensky & Katz LLC | 2025Q1 | 78 | $1.49B |
| 2496 | Eventide Asset Management, LLC | 2025Q1 | 217 | $5.02B |
| 2497 | Evercore Wealth Management LLC | 2025Q1 | 407 | $6.21B |
| 2498 | Everest Management Corp. | 2025Q1 | 47 | $106.68M |
| 2499 | EVERETT HARRIS & CO | 2025Q1 | 303 | $7.75B |
| 2500 | Evergreen Advisors LLC | 2025Q1 | 17 | $360.25M |