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
7451 Trilogy Capital Inc. 2025Q2 337 $1.92B
7452 Trinity Financial Advisors LLC 2025Q2 89 $314.67M
7453 Trinity Legacy Partners LLC 2025Q2 92 $381.59M
7454 Trinity Street Asset Management LLP 2025Q2 20 $1.46B
7455 Trinity Wealth Management LLC 2025Q2 58 $249.89M
7456 Triodos Investment Management BV 2025Q2 50 $1.33B
7457 Triple Frond Partners LLC 2025Q2 10 $884.6M
7458 Tripletail Wealth Management LLC 2025Q2 75 $68.76M
7459 Triton Financial Group Inc 2025Q2 84 $135.55M
7460 Triton Wealth Management PLLC 2025Q2 104 $230.95M
7461 TRITONPOINT WEALTH LLC 2025Q2 338 $1.07B
7462 Trium Capital LLP 2025Q2 53 $401.55M
7463 Triumph Capital Management 2025Q2 279 $319.8M
7464 Triune Financial Partners LLC 2025Q2 41 $363.05M
7465 Trivant Custom Portfolio Group LLC 2025Q2 84 $180.98M
7466 Trivest Advisors Ltd 2025Q2 36 $2.57B
7467 Trivium Point Advisory LLC 2025Q2 336 $888.23M
7468 Troluce Capital Advisors LLC 2025Q2 18 $196.43M
7469 Troy Asset Management Ltd 2025Q2 32 $3.69B
7470 TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 2025Q2 82 $125.46M
7471 tru Independence LLC 2025Q2 119 $331.3M
7472 True Blue (BVI) Ltd 2025Q2 4 $172.18M
7473 True Link Financial Advisors LLC 2025Q2 87 $1.45B
7474 True North Advisors LLC 2025Q2 218 $496.27M
7475 TRUE Private Wealth Advisors 2025Q2 238 $881.28M
7476 True Vision MN LLC 2025Q2 96 $169.41M
7477 True Wealth Design LLC 2025Q2 2561 $274.77M
7478 True Wind Capital Management L.P. 2025Q2 2 $236.41M
7479 Trueblood Wealth Management LLC 2025Q2 248 $238.94M
7480 TRUEFG LLC 2025Q2 59 $335.69M
7481 TrueMark Investments LLC 2025Q2 139 $462.67M
7482 Truepoint Inc. 2025Q2 134 $3.38B
7483 TrueWealth Advisors LLC 2025Q2 210 $326.12M
7484 TrueWealth Financial Partners 2025Q2 22 $175.42M
7485 Truffle Hound Capital LLC 2025Q2 53 $151.32M
7486 TRUIST FINANCIAL CORP 2025Q2 2434 $64.75B
7487 TruNorth Capital Management LLC 2025Q2 347 $448.58M
7488 Trust Asset Management LLC 2025Q2 223 $1.35B
7489 Trust Co 2025Q2 402 $784.44M
7490 Trust Co of Kansas 2025Q2 54 $208.4M
7491 TRUST CO OF OKLAHOMA 2025Q2 138 $314.3M
7492 Trust Co of Tennessee 2025Q2 7 $429.14M
7493 Trust Co of the South 2025Q2 128 $563.27M
7494 TRUST CO OF TOLEDO NA 2025Q2 780 $906.65M
7495 TRUST CO OF VERMONT 2025Q2 1085 $2.12B
7496 Trust Investment Advisors 2025Q2 122 $164.02M
7497 TRUST POINT INC. 2025Q2 387 $1.06B
7498 TRUSTCO BANK CORP N Y 2025Q2 67 $102.11M
7499 Trustees of Columbia University in the City of New York 2025Q2 8 $690.91M
7500 Trustees of Dartmouth College 2025Q2 7 $356.82M
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