List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 1051 | Bernard Wealth Management Corp. | 2026Q2 | 317 | $266.25M |
| 1052 | Bernardo Wealth Planning LLC | 2026Q2 | 135 | $555.48M |
| 1053 | Bernicke Wealth Management Ltd. | 2026Q2 | 110 | $859.72M |
| 1054 | Bernzott Capital Advisors | 2026Q2 | 34 | $245.57M |
| 1055 | Berry Wealth Group LP | 2026Q2 | 34 | $31.12M |
| 1056 | Beryl Capital Management LLC | 2026Q2 | 7 | $110.67M |
| 1057 | BESSEMER GROUP INC | 2026Q2 | 2507 | $72.73B |
| 1058 | Bestgate Wealth Advisors LLC | 2026Q2 | 43 | $59.91M |
| 1059 | Beta Wealth Group Inc. | 2026Q2 | 111 | $245.95M |
| 1060 | BETO FINANCIAL GROUP LLC | 2026Q2 | 147 | $181.07M |
| 1061 | Better Way Financial LLC | 2026Q2 | 9 | $118.21M |
| 1062 | Betterment LLC | 2026Q2 | 624 | $55.09B |
| 1063 | BetterWealth LLC | 2026Q2 | 84 | $539.89M |
| 1064 | Beutel, Goodman & Co Ltd. | 2026Q2 | 160 | $13.59B |
| 1065 | Beverly Hills Private Wealth LLC | 2026Q2 | 242 | $506.6M |
| 1066 | BFI Infinity Ltd. | 2026Q2 | 62 | $208.16M |
| 1067 | BFI Wealth Solutions LLC | 2026Q2 | 82 | $135.05M |
| 1068 | BFSG LLC | 2026Q2 | 747 | $1.1B |
| 1069 | BG Investment Services LLC | 2026Q2 | 48 | $110.8M |
| 1070 | BHK Investment Advisors LLC | 2026Q2 | 75 | $326.42M |
| 1071 | BI Asset Management Fondsmaeglerselskab A/S | 2026Q2 | 706 | $12.61B |
| 1072 | Bienville Capital Management LLC | 2026Q2 | 90 | $686.84M |
| 1073 | Bigelow Investment Advisors LLC | 2026Q2 | 145 | $262.1M |
| 1074 | BIGLARI CAPITAL CORP. | 2026Q2 | 12 | $1.19B |
| 1075 | BIGLARI SARDAR | 2026Q2 | 10 | $62.24M |
| 1076 | BigSur Wealth Management LLC | 2026Q2 | 169 | $415.5M |
| 1077 | Bill Few Associates Inc. | 2026Q3 | 227 | $476.73M |
| 1078 | Biltmore Family Office LLC | 2026Q2 | 322 | $753.94M |
| 1079 | Biltmore Wealth Management LLC | 2026Q3 | 55 | $297.84M |
| 1080 | BINGHAM PRIVATE WEALTH LLC | 2026Q2 | 171 | $137.88M |
| 1081 | Biondo Investment Advisors LLC | 2026Q2 | 85 | $809.27M |
| 1082 | BIOS Capital Management LP | 2026Q2 | 6 | $41.67M |
| 1083 | BIP Wealth LLC | 2026Q2 | 544 | $3.29B |
| 1084 | Birch Capital Management LLC | 2026Q2 | 79 | $204.69M |
| 1085 | BIRCH FINANCIAL GROUP LLC | 2026Q2 | 130 | $189.32M |
| 1086 | Birch Hill Investment Advisors LLC | 2026Q2 | 211 | $2.47B |
| 1087 | BIRCHBROOK INC. | 2026Q2 | 298 | $178.81M |
| 1088 | Birchcreek Wealth Management LLC | 2026Q2 | 133 | $229.58M |
| 1089 | Birchview Capital LP | 2026Q2 | 72 | $213.57M |
| 1090 | Birchwood Financial Partners Inc. | 2026Q2 | 351 | $122.21M |
| 1091 | BIRINYI ASSOCIATES INC | 2026Q2 | 61 | $422.73M |
| 1092 | BIRMINGHAM CAPITAL MANAGEMENT CO INC | 2026Q2 | 90 | $263M |
| 1093 | Birnam Oak Advisors LP | 2026Q2 | 37 | $611.59M |
| 1094 | Bishop & Co Investment Management LLC | 2026Q2 | 26 | $324.8M |
| 1095 | BISLETT MANAGEMENT LLC | 2026Q2 | 18 | $147.61M |
| 1096 | Bison Wealth LLC | 2026Q2 | 466 | $1.04B |
| 1097 | BIT Capital GmbH | 2026Q2 | 82 | $2.92B |
| 1098 | BITTERROOT CAPITAL ADVISORS LLC | 2026Q2 | 52 | $165.88M |
| 1099 | Bitwise Funds Trust | 2026Q2 | 41 | $425.77M |
| 1100 | BKM Wealth Management LLC | 2026Q2 | 148 | $282.36M |