List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 8851 | XML Financial LLC | 2026Q2 | 436 | $1.29B |
| 8852 | XN LP | 2026Q2 | 27 | $3.8B |
| 8853 | XP Advisory US Inc. | 2026Q2 | 81 | $182.57M |
| 8854 | XPONANCE LLC | 2026Q2 | 1841 | $16.3B |
| 8855 | XTX Topco Ltd | 2026Q2 | 4076 | $7.71B |
| 8856 | XXEC Inc. | 2026Q2 | 23 | $770.13M |
| 8857 | XXI WEALTH LLC | 2026Q2 | 225 | $217.47M |
| 8858 | XY Capital Ltd | 2026Q2 | 44 | $87.05M |
| 8859 | XY Planning Network Inc. | 2026Q2 | 312 | $731.76M |
| 8860 | Y-Intercept (Hong Kong) Ltd | 2026Q2 | 1649 | $5.05B |
| 8861 | Y.D. More Investments Ltd | 2026Q2 | 496 | $3.18B |
| 8862 | YACKTMAN ASSET MANAGEMENT LP | 2026Q2 | 74 | $8.09B |
| 8863 | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2026Q2 | 40 | $143.82M |
| 8864 | Yakira Capital Management Inc. | 2026Q2 | 99 | $240.52M |
| 8865 | YANKCOM Partnership | 2026Q2 | 304 | $276.85M |
| 8866 | Yanni & Associates Investment Advisors LLC | 2026Q2 | 33 | $104.78M |
| 8867 | Yarbrough Capital LLC | 2026Q2 | 88 | $3.34B |
| 8868 | Yardley Wealth Management LLC | 2026Q2 | 36 | $204.26M |
| 8869 | YARGER WEALTH STRATEGIES LLC | 2026Q2 | 131 | $259.71M |
| 8870 | Yaupon Capital Management LP | 2026Q2 | 103 | $2.99B |
| 8871 | YCG LLC | 2026Q2 | 40 | $1.14B |
| 8872 | Yelin Lapidot Holdings Management Ltd. | 2026Q2 | 85 | $527.4M |
| 8873 | YHB Investment Advisors Inc. | 2026Q3 | 308 | $1.57B |
| 8874 | Yiheng Capital Management L.P. | 2026Q2 | 25 | $234.55M |
| 8875 | Yoder Wealth Management Inc. | 2026Q2 | 121 | $239.53M |
| 8876 | Yoffe Investment Management LLC | 2026Q2 | 113 | $87.35M |
| 8877 | Yong Rong (HK) Asset Management Ltd | 2026Q2 | 7 | $117.14M |
| 8878 | York GP Ltd. | 2026Q2 | 3 | $126.35M |
| 8879 | YORKTOWN ENERGY PARTNERS IX L.P. | 2026Q2 | 3 | $36.08M |
| 8880 | YORKTOWN ENERGY PARTNERS X, L.P. | 2026Q2 | 3 | $47.58M |
| 8881 | Yorktown Energy Partners XI L.P. | 2026Q2 | 4 | $108.09M |
| 8882 | Yorktown Management & Research Co Inc | 2026Q2 | 246 | $156.65M |
| 8883 | Yorkville Advisors Global LP | 2026Q2 | 33 | $85.72M |
| 8884 | Your Advocates Ltd. LLP | 2026Q2 | 209 | $349.85M |
| 8885 | YOUSIF CAPITAL MANAGEMENT LLC | 2026Q2 | 1557 | $8.64B |
| 8886 | Yu Fan | 2026Q2 | 8 | $107.92M |
| 8887 | Yukon Wealth Management Inc. | 2026Q2 | 125 | $342.51M |
| 8888 | Yunqi Capital Ltd | 2026Q2 | 4 | $124.93M |
| 8889 | Z3 Capital Partners LLC | 2026Q2 | 191 | $476.38M |
| 8890 | ZACKS INVESTMENT MANAGEMENT | 2026Q2 | 717 | $14.02B |
| 8891 | ZAZOVE ASSOCIATES LLC | 2026Q2 | 32 | $40.36M |
| 8892 | ZEGA Investments LLC | 2026Q2 | 209 | $595.6M |
| 8893 | Zeit Capital LLC | 2026Q2 | 50 | $150.19M |
| 8894 | ZENITH SOLUTIONS INC. | 2026Q2 | 79 | $108.66M |
| 8895 | Zeno Equity Partners LLP | 2026Q2 | 16 | $268.99M |
| 8896 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2026Q3 | 118 | $4.37B |
| 8897 | ZEVIN ASSET MANAGEMENT LLC | 2026Q2 | 97 | $712.69M |
| 8898 | Zhang Financial LLC | 2026Q2 | 380 | $3.32B |
| 8899 | Zimmer Partners LP | 2026Q2 | 112 | $4.23B |
| 8900 | Zinnia Wealth Advisory LLC | 2026Q2 | 95 | $97.06M |