List of institutional investors who are active in the last 9 months.
# | 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 |