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
4651 MBA Advisors LLC 2025Q1 129 $195.09M
4652 MBB PUBLIC MARKETS I LLC 2024Q4 58 $843.89M
4653 MBE Wealth Management LLC 2025Q1 118 $206.45M
4654 MBL Wealth LLC 2024Q4 211 $862.94M
4655 MBM WEALTH CONSULTANTS LLC 2025Q1 102 $311.02M
4656 McAdam LLC 2024Q4 337 $1.77B
4657 McAlister Sweet & Associates Inc. 2025Q1 29 $132.09M
4658 McBroom & Associates LLC 2025Q1 37 $174.82M
4659 MCCARTER PRIVATE WEALTH SERVICES LLC 2024Q4 102 $157.63M
4660 McCarthy & Cox 2025Q1 54 $165.44M
4661 McCarthy Asset Management Inc. 2024Q4 25 $141.74M
4662 McClarren Financial Advisors Inc. 2025Q1 271 $148.11M
4663 McCollum Christoferson Group LLC 2025Q1 68 $327.76M
4664 MCDANIEL TERRY & CO 2025Q1 99 $1.14B
4665 MCDONALD CAPITAL INVESTORS INC 2025Q1 20 $1.59B
4666 MCDONALD PARTNERS LLC 2024Q4 236 $390.43M
4667 McDonough Capital Management Inc 2025Q1 47 $150.14M
4668 McElhenny Sheffield Capital Management LLC 2025Q1 96 $210.37M
4669 MCF Advisors LLC 2025Q1 893 $1.24B
4670 McGinn Penninger Investment Management Inc. 2025Q1 44 $152.8M
4671 McGlone Suttner Wealth Management Inc. 2025Q1 181 $556.53M
4672 McGowan Group Asset Management Inc. 2024Q4 111 $734.11M
4673 McGrath & Associates Inc. 2025Q1 40 $47.56M
4674 McGuire Investment Group LLC 2025Q1 110 $666.58M
4675 McHugh Group LLC 2025Q1 66 $132.21M
4676 McIlrath & Eck LLC 2024Q4 952 $753.98M
4677 MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2025Q1 68 $135.94M
4678 McKinley Carter Wealth Services Inc. 2025Q1 289 $1.48B
4679 McLean Asset Management Corp 2025Q1 148 $296.95M
4680 McMill Wealth Management 2025Q1 50 $277.42M
4681 MCMORGAN & CO LLC 2024Q4 56 $646.53M
4682 McNamara Financial Services Inc. 2025Q1 83 $455.9M
4683 McNaughton Wealth Management LLC 2025Q1 66 $192.96M
4684 MCRAE CAPITAL MANAGEMENT INC 2024Q4 91 $510.1M
4685 Meadow Creek Wealth Advisors LLC 2025Q1 132 $134.03M
4686 MeadowBrook Investment Advisors LLC 2025Q1 274 $105.21M
4687 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 2025Q1 190 $3.4B
4688 MEANS INVESTMENT CO. INC. 2025Q1 189 $922.51M
4689 Measured Risk Portfolios Inc. 2024Q4 311 $87.2M
4690 Measured Wealth Private Client Group LLC 2024Q4 170 $299.48M
4691 Mechanics Bank Trust Department 2025Q1 210 $723.82M
4692 Mechanics Financial Corp 2025Q1 241 $220.18M
4693 MEDIATEL PARTNERS 2025Q1 3 $243.75M
4694 MEDICI CAPITAL LLC 2025Q1 16 $82.09M
4695 Medicxi Ventures Management (Jersey) Ltd 2025Q1 5 $437.7M
4696 Medina Value Partners LLC 2024Q4 15 $243.93M
4697 Mediolanum International Funds Ltd 2025Q1 426 $7.21B
4698 Meeder Advisory Services Inc. 2025Q1 572 $1.63B
4699 MEEDER ASSET MANAGEMENT INC 2025Q1 895 $1.41B
4700 Meiji Yasuda Asset Management Co Ltd. 2024Q4 676 $2.63B
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