List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 5751 | Oceanside Advisors LLC | 2026Q2 | 54 | $193.75M |
| 5752 | OCO Capital Partners L.P. | 2026Q2 | 5 | $568.98M |
| 5753 | Octagon Capital Advisors LP | 2026Q2 | 26 | $1.09B |
| 5754 | Octahedron Capital Management L.P. | 2026Q2 | 15 | $195.35M |
| 5755 | Octavia Wealth Advisors LLC | 2026Q2 | 224 | $1.04B |
| 5756 | October Effect Ltd | 2026Q2 | 64 | $106.35M |
| 5757 | ODDO BHF ASSET MANAGEMENT SAS | 2026Q2 | 195 | $2.14B |
| 5758 | Oder Investment Management LLC | 2026Q2 | 110 | $144.22M |
| 5759 | ODonnell Financial Services LLC | 2026Q2 | 73 | $331.99M |
| 5760 | Odyssean LLC | 2026Q2 | 484 | $614.87M |
| 5761 | Odyssey Capital Advisors Inc. | 2026Q2 | 100 | $137.45M |
| 5762 | Odyssey Group LLC | 2026Q2 | 54 | $314.4M |
| 5763 | OEP CAPITAL ADVISORS L.P. | 2026Q2 | 1 | $169.98M |
| 5764 | OFC FINANCIAL PLANNING LLC | 2026Q2 | 53 | $110.22M |
| 5765 | OFI INVEST ASSET MANAGEMENT | 2026Q2 | 339 | $9.88B |
| 5766 | OFS Enterprise LLC | 2026Q2 | 105 | $390.95M |
| 5767 | OGBORNE CAPITAL MANAGEMENT LLC | 2026Q2 | 11 | $219.18M |
| 5768 | OGOREK ANTHONY JOSEPH /NY/ | 2026Q2 | 622 | $382.31M |
| 5769 | OKABENA INVESTMENT SERVICES INC | 2026Q2 | 144 | $553.99M |
| 5770 | OLD MISSION CAPITAL LLC | 2026Q2 | 971 | $3.77B |
| 5771 | Old Mission Investment Co LLC | 2026Q2 | 160 | $479.29M |
| 5772 | OLD NATIONAL BANCORP | 2026Q2 | 616 | $4.93B |
| 5773 | Old North State Trust LLC | 2026Q2 | 150 | $194.26M |
| 5774 | Old North State Wealth Management LLC | 2026Q2 | 112 | $234.07M |
| 5775 | Old Peak Finance LLC | 2026Q2 | 100 | $161.77M |
| 5776 | Old Port Advisors | 2026Q2 | 266 | $506.5M |
| 5777 | OLD REPUBLIC INTERNATIONAL CORP | 2026Q2 | 54 | $2.67B |
| 5778 | OLD SECOND NATIONAL BANK OF AURORA | 2026Q2 | 275 | $530.5M |
| 5779 | Old West Investment Management LLC | 2026Q2 | 124 | $944.17M |
| 5780 | Olde Wealth Management LLC | 2026Q2 | 119 | $352.86M |
| 5781 | Oldfield Partners LLP | 2026Q2 | 18 | $414.83M |
| 5782 | OLIO Financial Planning | 2026Q2 | 65 | $349.24M |
| 5783 | Olistico Wealth LLC | 2026Q3 | 353 | $238.96M |
| 5784 | Oliver Luxxe Assets LLC | 2026Q3 | 187 | $633.47M |
| 5785 | OLP CAPITAL MANAGEMENT Ltd | 2026Q2 | 6 | $400.05M |
| 5786 | Olstein Capital Management L.P. | 2026Q2 | 0 | $0 |
| 5787 | Olympiad Research LP | 2026Q2 | 138 | $48.05M |
| 5788 | Olympus Peak Asset Management LP | 2026Q2 | 1 | $27.13M |
| 5789 | OMC Financial Services LTD | 2026Q2 | 61 | $301.79M |
| 5790 | Omega Financial Group LLC | 2026Q2 | 85 | $297.58M |
| 5791 | Omega Fund Management LLC | 2026Q2 | 10 | $185.69M |
| 5792 | OMERS ADMINISTRATION Corp | 2026Q2 | 783 | $16.43B |
| 5793 | OMNI 360 Wealth Inc. | 2026Q3 | 132 | $203.32M |
| 5794 | Omnia Family Wealth LLC | 2026Q2 | 101 | $372.29M |
| 5795 | OmniStar Financial Group Inc. | 2026Q2 | 115 | $198.59M |
| 5796 | ONCE CAPITAL MANAGEMENT LLC | 2026Q2 | 22 | $509.95M |
| 5797 | ONE Advisory Partners LLC | 2026Q2 | 63 | $338.46M |
| 5798 | One Capital Management LLC | 2026Q2 | 497 | $2.96B |
| 5799 | One Charles Private Wealth Services LLC | 2026Q2 | 174 | $433.47M |
| 5800 | One Day In July LLC | 2026Q2 | 160 | $1.4B |