List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 2501 | EVERGREEN CAPITAL MANAGEMENT LLC | 2025Q1 | 1077 | $2.86B |
| 2502 | Evergreen Private Wealth LLC | 2025Q1 | 183 | $195.67M |
| 2503 | Evergreen Quality Fund GP Ltd. | 2025Q1 | 11 | $2.68B |
| 2504 | Evergreen Venture Partners Ltd. | 2025Q1 | 1 | $68.03M |
| 2505 | Evergreen Wealth Management LLC | 2025Q1 | 51 | $156.1M |
| 2506 | Evergreen Wealth Solutions LLC | 2025Q1 | 103 | $142.36M |
| 2507 | Everhart Financial Group Inc. | 2025Q1 | 323 | $726.28M |
| 2508 | EVERMAY WEALTH MANAGEMENT LLC | 2025Q1 | 577 | $761.44M |
| 2509 | Evernest Financial Advisors LLC | 2025Q1 | 147 | $277.7M |
| 2510 | EVERPAR ADVISORS LLC | 2025Q1 | 248 | $187.16M |
| 2511 | Eversept Partners, L.P. | 2025Q1 | 55 | $883.69M |
| 2512 | EverSource Wealth Advisors LLC | 2025Q1 | 4006 | $1.82B |
| 2513 | Everstar Asset Management LLC | 2025Q1 | 171 | $119.95M |
| 2514 | EVEXIA WEALTH LLC | 2025Q1 | 69 | $266.97M |
| 2515 | EVOKE WEALTH LLC | 2025Q1 | 441 | $3.6B |
| 2516 | Evolution Advisers Inc. | 2025Q1 | 145 | $143.44M |
| 2517 | Evolution Wealth Advisors LLC | 2025Q1 | 144 | $593.94M |
| 2518 | Evolutionary Tree Capital Management LLC | 2025Q1 | 28 | $86.06M |
| 2519 | EVR Research LP | 2025Q1 | 30 | $221.42M |
| 2520 | EWA LLC | 2025Q1 | 179 | $263.68M |
| 2521 | EWG Elevate Inc. | 2025Q1 | 117 | $256.66M |
| 2522 | Ewing Morris & Co. Investment Partners Ltd. | 2025Q1 | 79 | $159.03M |
| 2523 | Exane Asset Management | 2025Q1 | 26 | $171.82M |
| 2524 | EXCALIBUR MANAGEMENT CORP | 2025Q1 | 162 | $253.1M |
| 2525 | Exchange Bank | 2025Q1 | 113 | $123.98M |
| 2526 | Exchange Capital Management Inc. | 2025Q1 | 198 | $601.79M |
| 2527 | EXCHANGE TRADED CONCEPTS LLC | 2025Q1 | 1243 | $5.58B |
| 2528 | EXENCIAL WEALTH ADVISORS LLC | 2025Q1 | 479 | $2.63B |
| 2529 | Exeter Financial LLC | 2025Q1 | 89 | $212.79M |
| 2530 | ExodusPoint Capital Management LP | 2025Q1 | 1321 | $7.57B |
| 2531 | Exome Asset Management LLC | 2025Q1 | 48 | $110.12M |
| 2532 | Exor N.V. | 2025Q1 | 2 | $4.65B |
| 2533 | Exos Asset Management LLC | 2025Q1 | 1 | $1000 |
| 2534 | Expect Equity LLC | 2025Q1 | 47 | $88.85M |
| 2535 | F&V Capital Management LLC | 2025Q1 | 55 | $385.29M |
| 2536 | F/M Investments LLC | 2025Q1 | 376 | $2.17B |
| 2537 | Facet Wealth Inc. | 2025Q1 | 132 | $3.58B |
| 2538 | FACT Capital LP | 2025Q1 | 19 | $210.58M |
| 2539 | FACTORIAL MANAGEMENT Ltd | 2025Q1 | 0 | $0 |
| 2540 | Factorial Partners LLC | 2025Q1 | 65 | $159.99M |
| 2541 | FACTORY MUTUAL INSURANCE CO | 2025Q1 | 166 | $8.52B |
| 2542 | FAGAN ASSOCIATES INC. | 2025Q1 | 119 | $580.24M |
| 2543 | Fairbanks Capital Management Inc. | 2025Q1 | 55 | $155.56M |
| 2544 | FAIRFAX FINANCIAL HOLDINGS LTD | 2025Q1 | 29 | $1.84B |
| 2545 | FAIRFIELD BUSH & CO. | 2025Q1 | 109 | $157.65M |
| 2546 | Fairfield Financial Advisors LTD | 2025Q1 | 64 | $264.3M |
| 2547 | Fairfield University | 2025Q1 | 3 | $194.98M |
| 2548 | FAIRHOLME CAPITAL MANAGEMENT LLC | 2025Q1 | 12 | $1.22B |
| 2549 | Fairman Group LLC | 2025Q1 | 258 | $109.06M |
| 2550 | Fairmount Funds Management LLC | 2025Q1 | 15 | $644.62M |