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
8701 WFA of San Diego LLC 2026Q2 93 $121.85M
8702 WFM ASIA (BVI) Ltd 2026Q2 5 $662.78M
8703 WGI DM LLC 2026Q2 7 $1.16B
8704 Whale Rock Capital Management LLC 2026Q2 35 $12.46B
8705 Whalen Wealth Management Inc. 2026Q3 195 $218.1M
8706 WHALEROCK POINT PARTNERS LLC 2026Q2 207 $586.85M
8707 Wharton Business Group LLC 2026Q2 139 $2.94B
8708 Wheelhouse Advisory Group LLC 2026Q2 53 $336.52M
8709 Wheels Up Wealth Inc. 2026Q2 21 $116.11M
8710 Whelan Financial 2026Q2 100 $349.45M
8711 Whetstone Capital Advisors LLC 2026Q2 67 $377.4M
8712 WHI TRUST Co LLC 2026Q2 59 $154.72M
8713 Whipplewood Advisors LLC 2026Q2 636 $148.58M
8714 Whitaker-Myers Wealth Managers LTD. 2026Q2 113 $598.76M
8715 Whitcomb & Hess Inc. 2026Q3 64 $464.79M
8716 White & Co Financial Planning Inc 2026Q2 16 $140.8M
8717 White Knight Strategic Wealth Advisors LLC 2026Q2 88 $142.46M
8718 White Lighthouse Investment Management Inc. 2026Q2 143 $756.53M
8719 WHITE MOUNTAINS INSURANCE GROUP LTD 2026Q2 2 $393.6M
8720 WHITE PINE CAPITAL LLC 2026Q2 240 $423.22M
8721 White Pine Investment CO 2026Q2 69 $439.35M
8722 White Wing Wealth Management 2026Q2 38 $179.61M
8723 Whitebark Investors LP 2026Q2 10 $129.47M
8724 WHITEBOX ADVISORS LLC 2026Q2 277 $1.93B
8725 Whitefort Capital Master Fund, LP 2026Q2 18 $391.63M
8726 Whitegate Investment Counselors Inc. 2026Q2 75 $351.25M
8727 Whitener Capital Management Inc. 2026Q2 181 $469.98M
8728 Whitford Management LLC 2026Q2 22 $112.02M
8729 WHITTIER TRUST CO 2026Q2 1354 $10.19B
8730 WHITTIER TRUST CO OF NEVADA INC 2026Q2 1423 $5.35B
8731 Wick Capital Partners LLC 2026Q2 240 $623.4M
8732 Widmann Financial Services Inc. 2026Q2 121 $185.95M
8733 Wildcat Capital Management LLC 2026Q2 3 $228.53M
8734 Wilkerson Advisory Group LLC 2026Q2 618 $325.61M
8735 WILKINS INVESTMENT COUNSEL INC 2026Q2 119 $741.97M
8736 Wilkins Miller Wealth Management LLC 2026Q2 91 $176.56M
8737 Wilkinson Global Asset Management LLC 2026Q2 62 $1.26B
8738 William Allan Corp 2026Q2 62 $204.48M
8739 William B. Walkup & Associates Inc. 2026Q2 257 $207.7M
8740 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2026Q2 403 $33.25B
8741 William Howard & Co Financial Advisors Inc 2026Q2 49 $109.25M
8742 WILLIAM JOHN SEMPOLINSKI 2026Q2 102 $243.81M
8743 William Mack & Associates Inc. 2026Q2 101 $217.64M
8744 William Marsh Rice University 2026Q2 2 $219.2M
8745 Williams & Novak LLC 2026Q2 139 $129.88M
8746 Williams Financial LLC 2026Q2 30 $193.51M
8747 Williams Jones Wealth Management LLC. 2026Q2 546 $8.86B
8748 Williamson Legacy Group LLC 2026Q2 75 $201.42M
8749 Willis Investment Counsel 2026Q2 125 $2.1B
8750 Willis Johnson & Associates Inc. 2026Q2 96 $1.7B
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