List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
7101 | Summit Wealth Group LLC | 2025Q2 | 97 | $333.21M |
7102 | SUMMIT WEALTH GROUP LLC | 2025Q2 | 236 | $398.26M |
7103 | Summit Wealth Partners LLC | 2025Q2 | 198 | $468.7M |
7104 | Summit X LLC | 2025Q2 | 246 | $507.07M |
7105 | SUMMITRY LLC | 2025Q2 | 170 | $2.13B |
7106 | SummitTX Capital L.P. | 2025Q2 | 715 | $2.27B |
7107 | Sunbeam Capital Management LLC | 2025Q2 | 90 | $129.1M |
7108 | Sunbelt Securities Inc. | 2025Q2 | 1796 | $1.13B |
7109 | Sunburst Financial Group LLC | 2025Q2 | 112 | $363.09M |
7110 | Suncoast Equity Management | 2025Q2 | 85 | $976.79M |
7111 | Sunesis Advisors LLC | 2025Q1 | 41 | $174.76M |
7112 | Sunflower Bank N.A. | 2025Q2 | 137 | $395.44M |
7113 | Sunpointe LLC | 2025Q2 | 232 | $249.77M |
7114 | SUNRIVER MANAGEMENT LLC | 2025Q2 | 23 | $932.58M |
7115 | SUPERSTRING CAPITAL MANAGEMENT LP | 2025Q2 | 35 | $80.27M |
7116 | Supplemental Annuity Collective Trust of NJ | 2025Q2 | 203 | $354.98M |
7117 | SurgoCap Partners LP | 2025Q2 | 12 | $2.61B |
7118 | SURIENCE PRIVATE WEALTH LLC | 2025Q2 | 28 | $106.06M |
7119 | SUSQUEHANNA ADVISORS GROUP INC. | 2025Q2 | 70 | $1.64B |
7120 | Susquehanna Capital Management LLC | 2025Q2 | 1 | $173.09M |
7121 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS LLC | 2025Q2 | 707 | $3.72B |
7122 | SUSQUEHANNA INTERNATIONAL GROUP LLP | 2025Q2 | 6089 | $63.3B |
7123 | Susquehanna Portfolio Strategies LLC | 2025Q2 | 831 | $4.58B |
7124 | Sustainable Growth Advisers LP | 2025Q2 | 55 | $19.37B |
7125 | Sustainable Insight Capital Management LLC | 2025Q2 | 61 | $220.91M |
7126 | SUTTON PLACE INVESTORS LLC | 2025Q2 | 114 | $163.83M |
7127 | Suvretta Capital Management, LLC | 2025Q2 | 95 | $2.65B |
7128 | SVB FINANCIAL GROUP | 2025Q2 | 0 | $0 |
7129 | SVB WEALTH LLC | 2025Q2 | 420 | $1.87B |
7130 | Svenska Handelsbanken AB (publ) | 2025Q2 | 8 | $106.01M |
7131 | SVF Sponsor III (DE) LLC | 2025Q2 | 1 | $353.15M |
7132 | SW Investment Management LLC | 2025Q2 | 8 | $418.24M |
7133 | SWAN Capital LLC | 2025Q2 | 470 | $208.18M |
7134 | Swan Global Investments LLC | 2025Q2 | 68 | $2.16B |
7135 | Swedbank AB | 2025Q2 | 667 | $88.95B |
7136 | SWEENEY & MICHEL LLC | 2025Q2 | 124 | $264.22M |
7137 | SWF LLC | 2025Q2 | 6 | $860.9M |
7138 | Swisher Financial Concepts Inc. | 2025Q2 | 89 | $154.71M |
7139 | Swiss National Bank | 2025Q2 | 2331 | $166.85B |
7140 | swisspartners Advisors Ltd | 2025Q2 | 25 | $106.06M |
7141 | SwitchPoint Financial Planning LLC | 2025Q2 | 57 | $118.63M |
7142 | SWMG LLC | 2025Q2 | 116 | $287.49M |
7143 | SWP FINANCIAL LLC | 2025Q2 | 67 | $166.67M |
7144 | SWS Partners | 2025Q2 | 117 | $367.41M |
7145 | Sycale Advisors (NY) LLC | 2025Q2 | 19 | $313.28M |
7146 | SYCAMORE PARTNERS MANAGEMENT L.P. | 2025Q2 | 1 | $171.97M |
7147 | SYCOMORE ASSET MANAGEMENT | 2025Q2 | 63 | $644.39M |
7148 | SYKON CAPITAL LLC | 2025Q2 | 77 | $251.51M |
7149 | SYLEBRA CAPITAL LLC | 2025Q2 | 17 | $2.45B |
7150 | Sylvest Advisors LLC | 2025Q2 | 73 | $173.6M |