Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
2651 Financial Life Planners 2025Q1 79 $100.81M
2652 FINANCIAL MANAGEMENT NETWORK INC 2025Q1 145 $416.09M
2653 Financial Management Professionals Inc. 2025Q1 994 $782.88M
2654 Financial Network Wealth Advisors LLC 2025Q1 763 $72.34M
2655 Financial Partners Group Inc 2025Q1 187 $623.76M
2656 Financial Partners Group LLC 2025Q1 81 $230.41M
2657 Financial Perspectives Inc 2025Q1 713 $291.46M
2658 Financial Security Advisor Inc. 2025Q1 124 $394.29M
2659 Financial Sense Advisors Inc. 2025Q1 111 $332.42M
2660 Financial Strategies Group Inc. 2025Q1 90 $399.08M
2661 Financial Symmetry Inc 2025Q1 50 $162.8M
2662 Financial Synergies Wealth Advisors Inc. 2025Q1 78 $812.18M
2663 Financially Speaking Inc 2025Q1 77 $135.58M
2664 Financiere des Professionnels - Fonds d investissement inc. 2025Q1 168 $1.53B
2665 FinDec Wealth Services Inc. 2025Q1 37 $100.85M
2666 FINDELL CAPITAL MANAGEMENT LLC 2025Q1 13 $207.97M
2667 Findlay Park Partners LLP 2025Q1 58 $9.72B
2668 Fine Capital Partners L.P. 2025Q1 1 $674.53M
2669 FineMark National Bank & Trust 2025Q1 434 $2.73B
2670 Finepoint Capital LP 2025Q1 19 $592.52M
2671 Finer Wealth Management Inc. 2025Q1 86 $166.91M
2672 Fingerlakes Wealth Management Inc. 2025Q1 86 $117.57M
2673 Finley Financial LLC 2025Q1 115 $178.05M
2674 Finward Bancorp 2025Q1 104 $115.38M
2675 FIR TREE CAPITAL MANAGEMENT LP 2025Q1 1 $5.03M
2676 Fire Capital Management LLC 2025Q1 88 $133.35M
2677 Firestone Capital Management 2025Q1 147 $355.32M
2678 FIRETHORN WEALTH PARTNERS LLC 2025Q1 163 $205.76M
2679 FIRETRAIL INVESTMENTS PTY LTD 2025Q1 25 $343.39M
2680 First Affirmative Financial Network 2025Q1 265 $160.89M
2681 FIRST AMERICAN BANK 2025Q1 165 $1.35B
2682 First American Financial Corp 2025Q1 3 $269.18M
2683 FIRST AMERICAN TRUST FSB 2025Q1 238 $1.09B
2684 First Bancorp Inc 2025Q1 121 $153.95M
2685 First Bank & Trust 2025Q1 232 $516.43M
2686 First Beijing Investment Ltd 2025Q1 8 $1.46B
2687 FIRST BUSINESS FINANCIAL SERVICES INC. 2025Q1 170 $1.02B
2688 First Citizens Asset Management Inc. 2025Q1 23 $252.76M
2689 FIRST CITIZENS BANK & TRUST CO 2025Q1 500 $3.84B
2690 First Citizens Financial Corp 2025Q1 121 $176.77M
2691 First City Capital Management Inc. 2025Q1 146 $166.08M
2692 First Command Advisory Services Inc. 2025Q1 616 $10.44B
2693 FIRST COMMONWEALTH FINANCIAL CORP 2025Q1 220 $424.57M
2694 FIRST COMMUNITY TRUST NA 2025Q1 306 $110.71M
2695 First County Bank 2025Q1 165 $181.02M
2696 First Dallas Securities Inc. 2025Q1 112 $239.31M
2697 First Eagle Investment Management LLC 2025Q1 409 $47.38B
2698 First Fiduciary Investment Counsel Inc. 2025Q1 65 $460.25M
2699 FIRST FINANCIAL BANK - TRUST DIVISION 2025Q1 201 $1.03B
2700 FIRST FINANCIAL BANKSHARES INC 2025Q1 171 $4.56B
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