List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 2451 | Envision Financial LLC | 2025Q1 | 39 | $132.25M |
| 2452 | Envision Financial Planning LLC | 2024Q4 | 41 | $169.77M |
| 2453 | ENZI WEALTH | 2025Q1 | 65 | $247.13M |
| 2454 | Eos Management L.P. | 2024Q4 | 39 | $235.73M |
| 2455 | EP Wealth Advisors LLC | 2024Q4 | 1193 | $11.58B |
| 2456 | EPACRIA CAPITAL PARTNERS LLC | 2024Q4 | 40 | $117.44M |
| 2457 | EPG Wealth Management LLC | 2024Q4 | 405 | $375.3M |
| 2458 | EPIQ Capital Group LLC | 2024Q4 | 77 | $382.61M |
| 2459 | EPIQ PARTNERS LLC | 2025Q1 | 72 | $179.75M |
| 2460 | Epoch Investment Partners Inc. | 2024Q4 | 281 | $20.64B |
| 2461 | EQ LLC | 2024Q4 | 60 | $207.11M |
| 2462 | EQ WEALTH ADVISORS LLC | 2025Q1 | 278 | $125.49M |
| 2463 | Eqis Capital Management Inc. | 2024Q4 | 726 | $1.14B |
| 2464 | Equita Financial Network Inc. | 2024Q4 | 71 | $247.65M |
| 2465 | EQUITABLE TRUST CO | 2024Q4 | 469 | $1.79B |
| 2466 | EQUITEC PROPRIETARY MARKETS LLC | 2024Q4 | 27 | $14.57M |
| 2467 | EQUITY INVESTMENT CORP | 2024Q4 | 61 | $4.26B |
| 2468 | Ergawealth Advisors Inc. | 2025Q1 | 60 | $201.81M |
| 2469 | Erickson Financial Group LLC | 2025Q1 | 24 | $130.86M |
| 2470 | ERn Financial LLC | 2025Q1 | 171 | $588.76M |
| 2471 | Erste Asset Management GmbH | 2024Q4 | 537 | $8.15B |
| 2472 | ERTS Wealth Advisors LLC | 2025Q1 | 75 | $488.36M |
| 2473 | Ervin Investment Management LLC | 2025Q1 | 38 | $148.18M |
| 2474 | Eschler Asset Management LLP | 2024Q4 | 49 | $42.53M |
| 2475 | ESG Planning DBA Harper Investing | 2024Q4 | 44 | $134.29M |
| 2476 | ESL Trust Services LLC | 2024Q4 | 332 | $448.72M |
| 2477 | Essential Planning LLC. | 2024Q4 | 302 | $14.37B |
| 2478 | Essex Financial Services Inc. | 2025Q1 | 614 | $1.35B |
| 2479 | ESSEX INVESTMENT MANAGEMENT CO LLC | 2024Q4 | 307 | $556.15M |
| 2480 | Essex LLC | 2025Q1 | 163 | $418.12M |
| 2481 | Essex Savings Bank | 2025Q1 | 296 | $406.91M |
| 2482 | Essex Woodlands Management Inc. | 2024Q4 | 7 | $433.22M |
| 2483 | Estabrook Capital Management | 2024Q4 | 344 | $648.61M |
| 2484 | Estate Counselors LLC | 2024Q4 | 93 | $918.98M |
| 2485 | Estuary Capital Management LP | 2024Q4 | 10 | $342.27M |
| 2486 | Etesian Wealth Advisors Inc. | 2025Q1 | 129 | $223.73M |
| 2487 | ETF Portfolio Partners Inc. | 2025Q1 | 63 | $332.3M |
| 2488 | ETF Store Inc. | 2024Q4 | 75 | $72.72M |
| 2489 | Ethic Inc. | 2024Q4 | 1143 | $4.96B |
| 2490 | Ethos Financial Group LLC | 2024Q4 | 393 | $767.05M |
| 2491 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2024Q4 | 76 | $699.67M |
| 2492 | Euclidean Capital LLC | 2024Q4 | 10 | $736.72M |
| 2493 | Eukles Asset Management | 2024Q4 | 229 | $234.72M |
| 2494 | EULAV Asset Management | 2024Q4 | 163 | $4.15B |
| 2495 | Euro Pacific Asset Management LLC | 2024Q4 | 68 | $458.3M |
| 2496 | Evanson Asset Management LLC | 2025Q1 | 296 | $1.39B |
| 2497 | Evensky & Katz LLC | 2024Q4 | 78 | $1.53B |
| 2498 | EVENTIDE ASSET MANAGEMENT LLC | 2024Q4 | 204 | $5.49B |
| 2499 | Evercore Wealth Management LLC | 2024Q4 | 412 | $6.67B |
| 2500 | EVERENCE CAPITAL MANAGEMENT INC | 2025Q1 | 781 | $1.47B |