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
4701 MBL Wealth LLC 2025Q1 215 $854.8M
4702 MBM WEALTH CONSULTANTS LLC 2025Q1 102 $311.02M
4703 McAdam LLC 2025Q1 326 $1.55B
4704 McAlister Sweet & Associates Inc. 2025Q1 29 $132.09M
4705 McBroom & Associates LLC 2025Q1 37 $174.82M
4706 MCCARTER PRIVATE WEALTH SERVICES LLC 2025Q1 99 $148.33M
4707 McCarthy & Cox 2025Q1 54 $165.44M
4708 McCarthy Asset Management Inc. 2025Q1 25 $138.05M
4709 McClarren Financial Advisors Inc. 2025Q1 271 $148.11M
4710 McCollum Christoferson Group LLC 2025Q1 68 $327.76M
4711 MCDANIEL TERRY & CO 2025Q1 99 $1.14B
4712 MCDONALD CAPITAL INVESTORS INC 2025Q1 20 $1.59B
4713 MCDONALD PARTNERS LLC 2025Q1 238 $383.11M
4714 McDonough Capital Management Inc 2025Q1 47 $150.14M
4715 McElhenny Sheffield Capital Management LLC 2025Q1 96 $210.37M
4716 MCF Advisors LLC 2025Q1 893 $1.24B
4717 McGinn Penninger Investment Management Inc. 2025Q1 44 $152.8M
4718 McGlone Suttner Wealth Management Inc. 2025Q1 181 $556.53M
4719 McGowan Group Asset Management Inc. 2025Q1 111 $728.56M
4720 McGrath & Associates Inc. 2025Q1 40 $47.56M
4721 McGuire Investment Group LLC 2025Q1 110 $666.58M
4722 McHugh Group LLC 2025Q1 66 $132.21M
4723 McIlrath & Eck LLC 2025Q1 907 $780.17M
4724 MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2025Q1 68 $135.94M
4725 McKinley Carter Wealth Services Inc. 2025Q1 289 $1.48B
4726 McLean Asset Management Corp 2025Q1 148 $296.95M
4727 McMill Wealth Management 2025Q1 50 $277.42M
4728 MCMORGAN & CO LLC 2025Q1 56 $615.33M
4729 McNamara Financial Services Inc. 2025Q1 83 $455.9M
4730 McNaughton Wealth Management LLC 2025Q1 66 $192.96M
4731 MCRAE CAPITAL MANAGEMENT INC 2025Q1 94 $474.4M
4732 Meadow Creek Wealth Advisors LLC 2025Q1 132 $134.03M
4733 MeadowBrook Investment Advisors LLC 2025Q1 274 $105.21M
4734 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 2025Q1 190 $3.4B
4735 MEANS INVESTMENT CO. INC. 2025Q1 189 $922.51M
4736 Measured Risk Portfolios Inc. 2025Q1 56 $88.1M
4737 Measured Wealth Private Client Group LLC 2025Q1 168 $304.21M
4738 Mechanics Bank Trust Department 2025Q1 210 $723.82M
4739 Mechanics Financial Corp 2025Q1 241 $220.18M
4740 MEDIATEL PARTNERS 2025Q1 3 $243.75M
4741 MEDICI CAPITAL LLC 2025Q1 16 $82.09M
4742 Medicxi Ventures Management (Jersey) Ltd 2025Q1 5 $437.7M
4743 Medina Value Partners LLC 2025Q1 20 $349.72M
4744 Mediolanum International Funds Ltd 2025Q1 426 $7.21B
4745 Meeder Advisory Services Inc. 2025Q1 572 $1.63B
4746 MEEDER ASSET MANAGEMENT INC 2025Q1 895 $1.41B
4747 Meiji Yasuda Asset Management Co Ltd. 2025Q1 642 $2.48B
4748 Meiji Yasuda Life Insurance Co 2025Q1 233 $4.79B
4749 MEITAV INVESTMENT HOUSE LTD 2025Q1 210 $5.42B
4750 Meixler Investment Management Ltd. 2025Q1 101 $144.32M
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