List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 8251 | Urban Financial Advisory Corp | 2026Q2 | 52 | $339.49M |
| 8252 | Urban Wealth Management LLC | 2026Q2 | 102 | $108.13M |
| 8253 | URS Advisory LLC | 2026Q2 | 61 | $179.66M |
| 8254 | Ursa Fund Management LLC | 2026Q2 | 20 | $610.47M |
| 8255 | US Asset Management LLC | 2026Q2 | 112 | $131.3M |
| 8256 | US BANCORP | 2026Q2 | 4047 | $90.9B |
| 8257 | USA FINANCIAL FORMULAS | 2026Q2 | 409 | $546.23M |
| 8258 | USAdvisors Wealth Management LLC | 2026Q2 | 140 | $328.3M |
| 8259 | USCF Advisers LLC | 2026Q2 | 1 | $99.88K |
| 8260 | USS Investment Management Ltd | 2026Q2 | 617 | $27.84B |
| 8261 | Utah Retirement Systems | 2026Q2 | 1027 | $10.51B |
| 8262 | V-Square Quantitative Management LLC | 2026Q2 | 725 | $1.05B |
| 8263 | V. M. MANNING & CO. INC. | 2026Q2 | 53 | $116.66M |
| 8264 | V. PREM WATSA | 2026Q2 | 32 | $2.64B |
| 8265 | V2 Financial group LLC | 2026Q2 | 118 | $262.5M |
| 8266 | V3 Holding Ltd | 2026Q2 | 1 | $1.43B |
| 8267 | Valence8 US LP | 2026Q2 | 15 | $300.49M |
| 8268 | Valeo Financial Advisors LLC | 2026Q3 | 831 | $4.74B |
| 8269 | Valiant Capital Management, L.P. | 2026Q2 | 25 | $1.61B |
| 8270 | VALICENTI ADVISORY SERVICES INC | 2026Q2 | 83 | $529.95M |
| 8271 | VALINOR MANAGEMENT L.P. | 2026Q3 | 0 | $0 |
| 8272 | Valley Brook Capital Group Inc. | 2026Q2 | 120 | $176.31M |
| 8273 | Valley Financial Group Inc. | 2026Q2 | 56 | $171.12M |
| 8274 | Valley Forge Capital Management LP | 2026Q2 | 7 | $3.12B |
| 8275 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 2026Q2 | 83 | $386.68M |
| 8276 | VALLEY NATIONAL ADVISERS INC | 2026Q2 | 1040 | $830.16M |
| 8277 | VALLEY WEALTH MANAGERS INC. | 2026Q3 | 341 | $1.76B |
| 8278 | Valliance Asset Management Ltd | 2026Q2 | 7 | $864.33M |
| 8279 | Valmark Advisers Inc. | 2026Q2 | 677 | $8.96B |
| 8280 | Valor Advisors LLC | 2026Q2 | 32 | $135.67M |
| 8281 | Valor Management LLC | 2026Q2 | 5 | $86.19B |
| 8282 | Valpey Financial Services LLC | 2026Q2 | 71 | $151.48M |
| 8283 | Valtinson Bruner Financial Planning LLC | 2026Q2 | 177 | $391.09M |
| 8284 | Valtrion Capital Management LLC | 2026Q2 | 99 | $127.95M |
| 8285 | Value Aligned Research Advisors LLC | 2026Q2 | 59 | $16.73B |
| 8286 | Value Base Ltd. | 2026Q2 | 6 | $162.35M |
| 8287 | VALUE HOLDINGS MANAGEMENT CO. LLC | 2026Q2 | 24 | $598.35M |
| 8288 | Value Investment Professionals LLC | 2026Q2 | 95 | $118.18M |
| 8289 | Value Partners Investments Inc. | 2026Q2 | 102 | $1.43B |
| 8290 | ValueAct Holdings L.P. | 2026Q2 | 18 | $5.63B |
| 8291 | Valued Retirements Inc. | 2026Q2 | 100 | $111.06M |
| 8292 | Valued Wealth Advisors LLC | 2026Q2 | 912 | $275.19M |
| 8293 | Values Added Financial LLC | 2026Q2 | 139 | $265.72M |
| 8294 | Values First Advisors Inc. | 2026Q2 | 180 | $195.62M |
| 8295 | VALUEWORKS LLC | 2026Q2 | 38 | $479.21M |
| 8296 | Van Berkom & Associates Inc. | 2026Q2 | 67 | $3.1B |
| 8297 | Van Cleef Asset Management Inc | 2026Q2 | 118 | $980.29M |
| 8298 | VAN DEN BERG MANAGEMENT I INC | 2026Q2 | 119 | $472.9M |
| 8299 | Van Diest Capital LLC | 2026Q2 | 172 | $109.78M |
| 8300 | Van Eck Associates Corporation | 2026Q2 | 1319 | $163.4B |