List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 6051 | PB INVESTMENT PARTNERS L.P. | 2026Q2 | 9 | $150.23M |
| 6052 | PBCay One RSC Ltd | 2026Q2 | 18 | $1.68B |
| 6053 | PBU - The Pension Fund of Early Childhood & Youth Educators | 2026Q2 | 124 | $4.42B |
| 6054 | PCA Investment Advisory Services Inc. | 2026Q2 | 58 | $338.5M |
| 6055 | PCB Capital LLC | 2026Q2 | 114 | $82.13M |
| 6056 | PCG ASSET MANAGEMENT LLC | 2026Q2 | 82 | $128.07M |
| 6057 | PCG Wealth Advisors LLC | 2026Q2 | 176 | $445.02M |
| 6058 | PCJ Investment Counsel Ltd. | 2026Q2 | 62 | $347.89M |
| 6059 | PCM Encore LLC | 2026Q2 | 455 | $562.68M |
| 6060 | PDS Planning Inc | 2026Q2 | 600 | $1.58B |
| 6061 | PDT Partners LLC | 2026Q2 | 489 | $1.9B |
| 6062 | Peachtree Investment Partners LLC | 2026Q2 | 139 | $311.89M |
| 6063 | Peak Asset Management LLC | 2026Q2 | 177 | $664.55M |
| 6064 | PEAK FINANCIAL ADVISORS LLC | 2026Q2 | 78 | $241.51M |
| 6065 | Peak Financial Management Inc. | 2026Q2 | 109 | $401.92M |
| 6066 | Peak Planning Group LLC | 2026Q2 | 124 | $401.47M |
| 6067 | Peak Retirement Planning Inc. | 2026Q2 | 194 | $631.63M |
| 6068 | Peak Wealth Management LLC | 2026Q2 | 57 | $133.64M |
| 6069 | Peak XV Partners Operations LLC | 2026Q2 | 1 | $176.31M |
| 6070 | PEAK6 LLC | 2026Q2 | 802 | $3.98B |
| 6071 | PeakShares LLC | 2026Q2 | 122 | $134.38M |
| 6072 | PEAPACK GLADSTONE FINANCIAL CORP | 2026Q2 | 665 | $8.48B |
| 6073 | Peapod Lane Capital LLC | 2026Q2 | 61 | $148.2M |
| 6074 | Pearl Planning LLC | 2026Q2 | 54 | $192.47M |
| 6075 | PEAVINE CAPITAL LLC | 2026Q2 | 8 | $284.13M |
| 6076 | PECAUT & CO. | 2026Q2 | 64 | $303.24M |
| 6077 | Peck Wealth Management LLC | 2026Q2 | 126 | $118.64M |
| 6078 | PECONIC PARTNERS LLC | 2026Q2 | 7 | $7.52B |
| 6079 | PEDDOCK CAPITAL ADVISORS LLC | 2026Q2 | 161 | $487.6M |
| 6080 | Pegasus Asset Management Inc. | 2026Q2 | 75 | $350.96M |
| 6081 | Peirce Capital Management LLC | 2026Q2 | 45 | $272.74M |
| 6082 | Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2026Q2 | 85 | $157.39M |
| 6083 | Pekin Hardy Strauss Inc. | 2026Q2 | 504 | $1.13B |
| 6084 | Pelham Capital Ltd. | 2026Q2 | 12 | $175.59M |
| 6085 | Peloton Wealth Strategists | 2026Q2 | 87 | $245.21M |
| 6086 | Pembroke Management LTD | 2026Q2 | 100 | $773.69M |
| 6087 | Penbrook Management LLC | 2026Q2 | 101 | $156.78M |
| 6088 | PenderFund Capital Management Ltd. | 2026Q2 | 194 | $220.06M |
| 6089 | PENINSULA ASSET MANAGEMENT INC | 2026Q2 | 54 | $208.91M |
| 6090 | Penn Capital Management Company LLC | 2026Q2 | 185 | $1.58B |
| 6091 | PENN DAVIS MCFARLAND INC | 2026Q2 | 79 | $1.12B |
| 6092 | Penn Mutual Asset Management | 2026Q2 | 9 | $19.49M |
| 6093 | Pennant Investors LP | 2026Q2 | 15 | $334.93M |
| 6094 | Pennant Select LLC | 2026Q2 | 15 | $225.06M |
| 6095 | Penney Financial LLC | 2026Q2 | 48 | $261.09M |
| 6096 | PENNINGTON PARTNERS & CO. LLC | 2026Q2 | 131 | $312.1M |
| 6097 | PENNSYLVANIA CAPITAL MANAGEMENT INC | 2026Q2 | 120 | $393.54M |
| 6098 | Pennsylvania State University | 2026Q3 | 3 | $251.67M |
| 6099 | Penobscot Investment Management Company Inc. | 2026Q2 | 304 | $1.44B |
| 6100 | PENOBSCOT WEALTH MANAGEMENT | 2026Q2 | 113 | $360.36M |