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
8751 Willow Creek Capital Management Inc. 2026Q2 98 $99.98M
8752 Wills Financial Group LLC 2026Q2 80 $271.92M
8753 Wilmar Advisors LLC 2026Q2 23 $138.05M
8754 Wilmington Savings Fund Society FSB 2026Q2 1455 $4.47B
8755 WILSEY ASSET MANAGEMENT INC 2026Q2 28 $680.96M
8756 Wilshire Advisors LLC 2026Q2 5 $7.55M
8757 Wilson & Boucher Capital Management LLC 2026Q2 121 $170.4M
8758 WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 2026Q2 37 $364.08M
8759 WIM INVESTMENT MANAGEMENT Ltd 2026Q2 26 $305.26M
8760 WIMMER ASSOCIATES 1 LLC 2026Q2 113 $221.22M
8761 WIN ADVISORS, INC 2026Q2 72 $270.34M
8762 WINCAP FINANCIAL LLC 2026Q2 89 $157.25M
8763 Winch Advisory Services LLC 2026Q2 550 $481.41M
8764 Wind River Trust Co 2026Q2 12 $296.11M
8765 Windle Wealth LLC 2026Q2 35 $248.88M
8766 Windmill Hill Asset Management Ltd 2026Q2 21 $448.09M
8767 Windsor Advisory Group LLC 2026Q2 96 $137.55M
8768 Windsor Capital Management LLC 2026Q2 119 $356.33M
8769 WINDWARD CAPITAL MANAGEMENT CO 2026Q2 73 $1.32B
8770 Windward Management LP 2026Q2 7 $137.68M
8771 Windward Private Wealth Management Inc. 2026Q2 39 $240.98M
8772 WINEBRENNER CAPITAL MANAGEMENT LLC 2026Q3 143 $151.42M
8773 Wingate Wealth Advisors Inc. 2026Q2 120 $214.32M
8774 WINMILL & CO. INC 2026Q2 55 $451.65M
8775 WINNACLE WEALTH LLC 2026Q2 136 $146.17M
8776 Winning Points Advisors LLC 2026Q2 42 $75.87M
8777 WINSLOW ASSET MANAGEMENT INC 2026Q2 80 $575.14M
8778 Winslow Capital Management LLC 2026Q2 66 $29.06B
8779 Winter & Associates Inc. 2026Q2 80 $102.91M
8780 Winthrop Advisory Group LLC 2026Q2 220 $1.47B
8781 Winthrop Capital Management LLC 2026Q2 322 $412.56M
8782 Winthrop Partners - WNY LLC 2026Q2 84 $185.1M
8783 WINTON GROUP Ltd 2026Q2 1135 $3.09B
8784 WIREGRASS INVESTMENT MANAGEMENT LLC 2026Q2 106 $143.22M
8785 WISCONSIN CAPITAL MANAGEMENT LLC 2026Q2 47 $210.7M
8786 Wisconsin Wealth Advisors LLC 2026Q2 88 $113.48M
8787 Wise Wealth Partners 2026Q2 40 $54.98M
8788 Wiser Advisor Group LLC 2026Q2 229 $91.33M
8789 Wiser Wealth Management Inc 2026Q2 70 $391.07M
8790 Wishbone Management LP 2026Q2 5 $231.71M
8791 WIT LLC 2026Q2 22 $6.03B
8792 WIT Partners Advisory Pte. Ltd. 2026Q2 15 $212.62M
8793 WITTENBERG INVESTMENT MANAGEMENT INC. 2026Q2 78 $292.48M
8794 WJ Financial Advisors LLC 2026Q2 132 $130.1M
8795 WJ Interests LLC 2026Q2 20 $241.01M
8796 WJ Wealth Management LLC 2026Q2 77 $245.6M
8797 WLTH Capital Management LLC 2026Q2 25 $117.42M
8798 WMG Financial Advisors LLC 2026Q2 102 $262.92M
8799 WMS Group LLC 2026Q2 56 $76.98M
8800 WNY Asset Management LLC 2026Q2 247 $1.06B
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