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
6801 Rockefeller Capital Management L.P. 2026Q2 4639 $64.61B
6802 Rockingstone Advisors LLC 2026Q2 112 $247.27M
6803 ROCKLAND TRUST CO 2026Q3 310 $2.54B
6804 Rockline Wealth Management LLC 2026Q2 107 $522.42M
6805 Rockport Wealth LLC 2026Q2 108 $592.29M
6806 Rockwood Wealth Management LLC 2026Q2 126 $1.54B
6807 Rodgers & Associates LTD 2026Q2 106 $1.08B
6808 Rodgers Brothers Inc. 2026Q2 245 $1.03B
6809 Roehl & Yi Investment Advisors LLC 2026Q2 189 $290.02M
6810 ROFFMAN MILLER ASSOCIATES INC 2026Q2 87 $1.91B
6811 ROGCO LP 2026Q2 220 $326.6M
6812 Roger Wittlin Investment Advisory LLC 2026Q2 40 $122.46M
6813 ROI Financial Advisors LLC 2026Q2 68 $192.42M
6814 Rokos Capital Management LLP 2026Q2 134 $7.96B
6815 Rolek Wealth Management LLC 2026Q2 23 $178.57M
6816 Rollins Financial Advisors LLC 2026Q2 168 $759.11M
6817 ROMAN BUTLER FULLERTON & CO 2026Q2 276 $417.06M
6818 ROMANO BROTHERS AND COMPANY 2026Q2 329 $992.69M
6819 Roof Eidam Maycock Peralta LLC 2026Q2 121 $488.38M
6820 Root Financial Partners LLC 2026Q2 406 $2.57B
6821 Rooted Wealth Advisors Inc. 2026Q2 143 $382.63M
6822 Rosalind Advisors, Inc. 2026Q2 29 $266.23M
6823 Rose Capital Advisors LLC 2026Q2 101 $183.28M
6824 Rosenberg Matthew Hamilton 2026Q3 817 $558.48M
6825 ROSENBLUM SILVERMAN SUTTON S F INC 2026Q2 79 $415.92M
6826 Rosenthal | Henry Capital Advisors Inc. 2026Q2 48 $114.35M
6827 Rossby Financial LCC 2026Q2 2089 $526.23M
6828 ROSSJOHNSON & Associates LLC 2026Q2 371 $6.39M
6829 Rossmore Private Capital 2026Q2 332 $1.22B
6830 Roth Financial Partners LLC 2026Q3 35 $324.26M
6831 Rothschild & Co Wealth Management UK Ltd 2026Q2 25 $6.93B
6832 Rothschild Capital Partners LLC 2026Q2 84 $458.19M
6833 ROTHSCHILD INVESTMENT LLC 2026Q2 3623 $2.68B
6834 Rothschild Wealth LLC 2026Q2 636 $1.17B
6835 Roubaix Capital LLC 2026Q2 50 $278.9M
6836 Round Hill Asset Management 2026Q2 61 $156.22M
6837 Round Rock Advisors LLC 2026Q2 312 $769.03M
6838 Roundview Capital LLC 2026Q2 332 $1.77B
6839 Route One Investment Company L.P. 2026Q2 19 $2.42B
6840 Rovida Investment Management Ltd 2026Q2 20 $1.47B
6841 ROWLANDMILLER & PARTNERS.ADV 2026Q2 195 $548.59M
6842 Roxbury Financial LLC 2026Q3 416 $130.1M
6843 Royal Bank of Canada 2026Q2 6536 $584.8B
6844 Royal Capital Wealth Management LLC 2026Q2 101 $178.16M
6845 Royal Fund Management LLC 2026Q2 266 $1.16B
6846 Royal Harbor Partners LLC 2026Q2 51 $250.64M
6847 ROYAL LONDON ASSET MANAGEMENT LTD 2026Q2 678 $54.28B
6848 Royal Palms Capital LLC 2026Q2 57 $113.72M
6849 Royalty Pharma Sub-Manager LLC 2026Q2 4 $241.92M
6850 ROYCE & ASSOCIATES LP 2026Q2 747 $12.42B
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