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
8001 TOWERVIEW LLC 2026Q2 16 $152.47M
8002 TOWLE & CO 2026Q2 57 $293.57M
8003 Town & Country Bank & Trust CO dba First Bankers Trust CO 2026Q2 153 $321.09M
8004 Town Capital LLC 2026Q2 68 $152.65M
8005 TOWN LANE MANAGEMENT LP 2026Q2 3 $112.04M
8006 Towne Trust Company N.A 2026Q2 322 $329.45M
8007 Towneley Capital Management Inc 2026Q3 43 $461.22M
8008 Townsend & Associates Inc 2026Q2 111 $1.07B
8009 TOWNSEND ASSET MANAGEMENT CORP /NC/ 2026Q2 192 $311.83M
8010 Townsend Financial Planning LLC 2026Q2 23 $99.61M
8011 TOWNSQUARE CAPITAL LLC 2026Q2 282 $543.32M
8012 TOYOTA MOTOR CORP 2026Q2 2 $1.99B
8013 TPG Advisors LLC 2026Q2 111 $178.07M
8014 TPG Financial Advisors LLC 2026Q2 76 $272.3M
8015 TPG GP A, LLC 2026Q2 41 $4.38B
8016 Trace Wealth Advisors LLC 2026Q2 68 $152.23M
8017 Traction Financial Partners LLC 2026Q2 59 $180.66M
8018 TradeLink Capital LLC 2026Q2 21 $10.18M
8019 Trademark Financial Management LLC 2026Q2 98 $215.45M
8020 TradeWell Securities LLC. 2026Q2 51 $278.29M
8021 Tradewinds Capital Management LLC 2026Q2 702 $537.73M
8022 Tradewinds LLC. 2026Q2 215 $444.33M
8023 Tradition Wealth Management LLC 2026Q2 528 $1.59B
8024 Trail Ridge Investment Advisors LLC 2026Q2 92 $232.64M
8025 Trailhead Planners LLC 2026Q2 56 $100.63M
8026 Trails Edge Capital Partners, LP 2026Q2 35 $629.91M
8027 Trajan Wealth LLC 2026Q2 144 $2.56B
8028 TRAN CAPITAL MANAGEMENT L.P. 2026Q2 66 $868.69M
8029 Tranquility Partners LLC 2026Q2 231 $290.76M
8030 Tranquilli Financial Advisor LLC 2026Q2 124 $166.52M
8031 Trans-Canada Capital Inc. 2026Q2 21 $1.8B
8032 Transamerica Financial Advisors LLC 2026Q2 2146 $1.13B
8033 Transce3nd LLC 2026Q2 170 $11.34M
8034 TRANSCEND CAPITAL ADVISORS LLC 2026Q2 814 $1.48B
8035 Transcendent Capital Group LLC 2026Q2 119 $244.48M
8036 Transmarket Holdings LP 2026Q2 33 $136.33M
8037 TRAPHAGEN INVESTMENT ADVISORS LLC 2026Q2 215 $1.38B
8038 Traub Capital Management LLC 2026Q2 121 $98.14M
8039 Traveka Wealth LLC 2026Q2 191 $277.98M
8040 TRAVELERS COMPANIES INC. 2026Q2 2 $141.64M
8041 Traynor Capital Management Inc. 2026Q2 332 $2.13B
8042 TRB Advisors LP 2026Q2 6 $232.87M
8043 TRB Wealth Management LLC 2026Q2 290 $709.83M
8044 Treasure Coast Financial Planning 2026Q2 43 $187.92M
8045 Treasurer of the State of North Carolina 2026Q2 1095 $38.76B
8046 TRED AVON FAMILY WEALTH LLC 2026Q2 261 $325.32M
8047 Tredje AP-fonden 2026Q2 424 $22.1B
8048 Tree Line Advisors (Hong Kong) Ltd. 2026Q2 3 $351.14M
8049 Trek Financial LLC 2026Q2 482 $1.96B
8050 Trellis Wealth Advisors LLC 2026Q2 44 $256.24M
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