Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
Goto Prev, 0, 1, ..., 169, 170, 171, 172, 173, ..., 177, 178, Next
# Name Latest Filing Quarter Latest Holding Count Latest AUM
8551 WBI INVESTMENTS LLC 2026Q2 281 $398.28M
8552 WCG Wealth Advisors LLC 2026Q2 535 $3.82B
8553 WCM INVESTMENT MANAGEMENT LLC 2026Q2 266 $55.16B
8554 WD RUTHERFORD LLC 2026Q2 75 $276.25M
8555 WD Thunder CV Ultimate GP LLC 2026Q2 1 $93.53M
8556 Wealth Advisors Northwest LLC 2026Q2 65 $293.22M
8557 Wealth Advisors of Iowa LLC 2026Q2 86 $361.63M
8558 Wealth Advisors of Tampa Bay LLC 2026Q2 92 $324.17M
8559 Wealth Advisory Solutions LLC 2026Q2 141 $477.53M
8560 Wealth Advisory Team LLC 2026Q2 34 $107.11M
8561 Wealth Alliance Advisory Group LLC 2026Q2 197 $584.09M
8562 WEALTH ALLIANCE LLC 2026Q2 560 $1.16B
8563 Wealth Analytics Partners LLC 2026Q2 50 $275.69M
8564 Wealth Architects LLC 2026Q2 245 $1.18B
8565 Wealth Care LLC 2026Q2 73 $123.47M
8566 Wealth Dimensions Group Ltd. 2026Q2 176 $536.33M
8567 WEALTH EFFECTS LLC 2026Q2 253 $369.07M
8568 WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2026Q2 3824 $57.76B
8569 Wealth Enhancement Trust Services Inc. 2026Q3 759 $899.22M
8570 Wealth Forward LLC 2026Q2 43 $169.5M
8571 Wealth Group Ltd 2026Q3 94 $539.99M
8572 Wealth Group Ltd. 2026Q2 106 $400.74M
8573 Wealth High Governance Asset Management Ltda. 2026Q2 50 $939.51M
8574 Wealth High Governance Capital Ltda 2026Q2 35 $334.35M
8575 Wealth Intelligence LLC 2026Q2 59 $215.28M
8576 Wealth Management Associates Inc. 2026Q2 248 $346.82M
8577 Wealth Management Nebraska 2026Q2 103 $892.66M
8578 Wealth Management Partners LLC 2026Q2 154 $425M
8579 WEALTH MANAGEMENT RESOURCES INC. 2026Q2 26 $251.37M
8580 Wealth Management Strategies Inc. 2026Q2 45 $255.92M
8581 Wealth Preservation Advisors LLC 2026Q2 88 $175.42M
8582 Wealth Quarterback LLC 2026Q2 167 $321.77M
8583 Wealth Science Advisors LLC 2026Q3 80 $237.86M
8584 Wealth Watch Advisors INC 2026Q2 119 $283.39M
8585 WealthBridge Capital Management LLC 2026Q2 229 $499.19M
8586 WealthBridge Investment Counsel Inc. 2026Q2 44 $374.54M
8587 Wealthcare Advisory Partners LLC 2026Q2 1043 $4.88B
8588 WealthCare Asset Management LLC 2026Q2 69 $237.39M
8589 WEALTHCARE CAPITAL MANAGEMENT LLC 2026Q2 98 $740.34M
8590 Wealthcare Capital Partners LLC 2026Q2 173 $228.38M
8591 WealthCare Investment Partners LLC 2026Q2 198 $390.18M
8592 WealthCollab LLC 2026Q2 956 $264.49M
8593 WEALTHEDGE INVESTMENT ADVISORS LLC 2026Q2 138 $284.24M
8594 Wealthfront Advisers LLC 2026Q2 1092 $49.86B
8595 WEALTHGARDEN F.S. LLC 2026Q2 177 $170.54M
8596 WealthNavi Inc. 2026Q2 11 $12.76B
8597 WealthPlan Investment Management LLC 2026Q2 461 $1.96B
8598 WealthPLAN Partners LLC 2026Q2 217 $512.05M
8599 WealthPoint Financial LLC 2026Q2 121 $131.89M
8600 Wealthquest Corp 2026Q2 177 $1.59B
Goto Prev, 0, 1, ..., 169, 170, 171, 172, 173, ..., 177, 178, Next