List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 2501 | Estuary Capital Management LP | 2024Q4 | 10 | $342.27M |
| 2502 | Etesian Wealth Advisors Inc. | 2025Q1 | 129 | $223.73M |
| 2503 | ETF Portfolio Partners Inc. | 2025Q1 | 63 | $332.3M |
| 2504 | ETF Store Inc. | 2024Q4 | 75 | $72.72M |
| 2505 | Ethic Inc. | 2024Q4 | 1143 | $4.96B |
| 2506 | Ethos Financial Group LLC | 2024Q4 | 393 | $767.05M |
| 2507 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2024Q4 | 76 | $699.67M |
| 2508 | Euclidean Capital LLC | 2024Q4 | 10 | $736.72M |
| 2509 | Eukles Asset Management | 2024Q4 | 229 | $234.72M |
| 2510 | EULAV Asset Management | 2024Q4 | 163 | $4.15B |
| 2511 | Euro Pacific Asset Management LLC | 2024Q4 | 68 | $458.3M |
| 2512 | Evanson Asset Management LLC | 2025Q1 | 296 | $1.39B |
| 2513 | Evensky & Katz LLC | 2024Q4 | 78 | $1.53B |
| 2514 | EVENTIDE ASSET MANAGEMENT LLC | 2024Q4 | 204 | $5.49B |
| 2515 | Evercore Wealth Management LLC | 2024Q4 | 412 | $6.67B |
| 2516 | EVERENCE CAPITAL MANAGEMENT INC | 2025Q1 | 781 | $1.47B |
| 2517 | Everest Management Corp. | 2025Q1 | 47 | $106.68M |
| 2518 | EVERETT HARRIS & CO | 2024Q4 | 280 | $7.89B |
| 2519 | Evergreen Advisors LLC | 2024Q4 | 20 | $365.83M |
| 2520 | EVERGREEN CAPITAL MANAGEMENT LLC | 2024Q4 | 1055 | $2.96B |
| 2521 | Evergreen Private Wealth LLC | 2024Q4 | 191 | $195.71M |
| 2522 | Evergreen Quality Fund GP Ltd. | 2024Q4 | 15 | $3.12B |
| 2523 | Evergreen Venture Partners Ltd. | 2024Q4 | 1 | $84.17M |
| 2524 | Evergreen Wealth Management LLC | 2024Q4 | 51 | $158.65M |
| 2525 | Evergreen Wealth Solutions LLC | 2024Q4 | 98 | $139.4M |
| 2526 | Everhart Financial Group Inc. | 2025Q1 | 323 | $726.28M |
| 2527 | EVERMAY WEALTH MANAGEMENT LLC | 2024Q4 | 572 | $660.25M |
| 2528 | Evernest Financial Advisors LLC | 2024Q4 | 161 | $384.54M |
| 2529 | EVERPAR ADVISORS LLC | 2025Q1 | 248 | $187.16M |
| 2530 | Eversept Partners LP | 2024Q4 | 62 | $969.07M |
| 2531 | EverSource Wealth Advisors LLC | 2024Q4 | 3743 | $1.78B |
| 2532 | Everstar Asset Management LLC | 2024Q4 | 175 | $121.73M |
| 2533 | EVEXIA WEALTH LLC | 2025Q1 | 69 | $266.97M |
| 2534 | Evoke Wealth LLC | 2024Q4 | 425 | $3.38B |
| 2535 | Evolution Advisers Inc. | 2024Q4 | 149 | $139.61M |
| 2536 | Evolution Wealth Advisors LLC | 2024Q4 | 139 | $593.16M |
| 2537 | Evolutionary Tree Capital Management LLC | 2024Q4 | 30 | $98.29M |
| 2538 | EVR Research LP | 2024Q4 | 37 | $295.65M |
| 2539 | EWA LLC | 2025Q1 | 179 | $263.68M |
| 2540 | EWG Elevate Inc. | 2025Q1 | 117 | $256.67M |
| 2541 | Ewing Morris & Co. Investment Partners Ltd. | 2024Q4 | 71 | $148.96M |
| 2542 | Exane Asset Management | 2024Q4 | 27 | $175.7M |
| 2543 | EXCALIBUR MANAGEMENT CORP | 2024Q4 | 160 | $250.58M |
| 2544 | Exchange Bank | 2025Q1 | 113 | $123.98M |
| 2545 | Exchange Capital Management Inc. | 2024Q4 | 202 | $614.76M |
| 2546 | EXCHANGE TRADED CONCEPTS LLC | 2025Q1 | 1243 | $5.58B |
| 2547 | Executive Wealth Management LLC | 2024Q4 | 242 | $1.22B |
| 2548 | EXENCIAL WEALTH ADVISORS LLC | 2024Q4 | 475 | $2.65B |
| 2549 | Exeter Financial LLC | 2025Q1 | 89 | $212.79M |
| 2550 | ExodusPoint Capital Management LP | 2024Q4 | 1305 | $9.61B |