List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
3851 | Invst LLC | 2025Q1 | 256 | $686.67M |
3852 | Ion Asset Management Ltd. | 2025Q1 | 52 | $1.36B |
3853 | Ionic Capital Management LLC | 2025Q1 | 66 | $58.57M |
3854 | Iowa State Bank | 2025Q1 | 118 | $469.59M |
3855 | IPG Investment Advisors LLC | 2025Q1 | 161 | $423.31M |
3856 | Ipsen Advisor Group LLC | 2025Q1 | 89 | $111.56M |
3857 | Ipswich Investment Management Co. Inc. | 2025Q1 | 185 | $402.74M |
3858 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2025Q1 | 305 | $849.73M |
3859 | Irenic Capital Management LP | 2025Q1 | 17 | $426.21M |
3860 | IRIDIAN ASSET MANAGEMENT LLC | 2025Q1 | 44 | $318.76M |
3861 | IRON Financial LLC | 2025Q1 | 107 | $156.78M |
3862 | Iron Gate Global Advisors LLC | 2025Q1 | 92 | $725.29M |
3863 | Iron Horse Wealth Management LLC | 2025Q1 | 578 | $311.28M |
3864 | Iron Triangle Partners LP | 2025Q1 | 27 | $634.38M |
3865 | IronBridge Private Wealth LLC | 2025Q1 | 52 | $249.31M |
3866 | Ironclad Investments LLC | 2025Q1 | 3 | $177.63M |
3867 | IronOak Wealth LLC. | 2024Q4 | 62 | $83.43M |
3868 | Ironsides Asset Advisors LLC | 2025Q1 | 65 | $340.83M |
3869 | Ironvine Capital Partners LLC | 2025Q1 | 49 | $920.93M |
3870 | Ironwood Financial llc | 2025Q1 | 154 | $428.74M |
3871 | Ironwood Investment Counsel LLC | 2025Q1 | 237 | $574.96M |
3872 | IRONWOOD INVESTMENT MANAGEMENT LLC | 2025Q1 | 161 | $183.15M |
3873 | IRONWOOD WEALTH MANAGEMENT INC. | 2025Q1 | 21 | $172.43M |
3874 | Ironwood Wealth Management LLC. | 2025Q1 | 42 | $325.78M |
3875 | Irth Capital Management LP | 2025Q1 | 1 | $66.9M |
3876 | iSAM Funds (UK) Ltd | 2025Q1 | 321 | $202.29M |
3877 | ISLAY CAPITAL MANAGEMENT LLC | 2025Q1 | 177 | $139.63M |
3878 | Isomer Partners LP | 2024Q4 | 4 | $72.36M |
3879 | Israel Discount Bank of New York | 2025Q1 | 26 | $120.87M |
3880 | ISTHMUS PARTNERS LLC | 2025Q1 | 211 | $798.83M |
3881 | Itau Unibanco Holding S.A. | 2025Q1 | 357 | $2.36B |
3882 | ITHAKA GROUP LLC | 2025Q1 | 37 | $490.73M |
3883 | IVC Wealth Advisors LLC | 2025Q1 | 158 | $182.05M |
3884 | IVY LANE CAPITAL MANAGEMENT LLC | 2025Q1 | 14 | $165.94M |
3885 | IvyRock Asset Management (HK) Ltd | 2025Q1 | 17 | $212.76M |
3886 | Iyo Bank Ltd. | 2025Q1 | 51 | $310.54M |
3887 | J HAGAN CAPITAL INC. | 2025Q1 | 63 | $116.37M |
3888 | J. Goldman & Co LP | 2025Q1 | 300 | $2.8B |
3889 | J. L. Bainbridge & Co. Inc. | 2025Q1 | 94 | $982.74M |
3890 | J. Safra Sarasin Holding AG | 2025Q1 | 477 | $5.52B |
3891 | J. Stern & Co. LLP | 2025Q1 | 36 | $1.04B |
3892 | J. W. Coons Advisors LLC | 2025Q1 | 220 | $366.59M |
3893 | J.H. Whitney Equity Partners VII LLC | 2025Q1 | 1 | $262.99M |
3894 | J.P. Marvel Investment Advisors LLC | 2025Q1 | 69 | $578.01M |
3895 | J.Safra Asset Management Corp | 2025Q1 | 301 | $1.2B |
3896 | J.W. COLE ADVISORS INC. | 2025Q1 | 1208 | $3.14B |
3897 | J2 Capital Management Inc | 2025Q1 | 100 | $90.32M |
3898 | JABODON PT CO | 2025Q1 | 2 | $79.24K |
3899 | Jackson Creek Investment Advisors LLC | 2025Q1 | 286 | $314.58M |
3900 | Jackson Grant Investment Advisers Inc. | 2025Q1 | 378 | $257.59M |