List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 1201 | Broadview Financial Management LLC | 2025Q2 | 40 | $147.21M |
| 1202 | Broadway Wealth Solutions Inc. | 2025Q2 | 91 | $131.9M |
| 1203 | BROADWOOD CAPITAL INC | 2025Q2 | 8 | $1.53B |
| 1204 | Broderick Brian C | 2025Q2 | 87 | $505.82M |
| 1205 | BROGAN FINANCIAL INC. | 2025Q2 | 59 | $223.84M |
| 1206 | Bronte Capital Management Pty Ltd. | 2025Q2 | 27 | $1.27B |
| 1207 | BROOKFIELD Corp | 2025Q2 | 96 | $82.18B |
| 1208 | Brooklands Fund Management Ltd | 2025Q2 | 0 | $0 |
| 1209 | Brooklyn FI LLC | 2025Q2 | 74 | $366.22M |
| 1210 | Brooklyn Investment Group | 2025Q2 | 3268 | $754.68M |
| 1211 | Brookmont Capital Management | 2025Q2 | 53 | $173.73M |
| 1212 | BROOKS MOORE & ASSOCIATES INC. | 2025Q2 | 104 | $183.54M |
| 1213 | Brookstone Capital Management, LLC | 2025Q2 | 1016 | $7.27B |
| 1214 | BROOKTREE CAPITAL MANAGEMENT | 2025Q2 | 41 | $152.93M |
| 1215 | Brookwood Investment Group LLC | 2025Q2 | 437 | $594.35M |
| 1216 | BROWN ADVISORY INC | 2025Q2 | 1339 | $75.87B |
| 1217 | BROWN BROTHERS HARRIMAN & CO | 2025Q2 | 1545 | $15.55B |
| 1218 | Brown Capital Management, LLC | 2025Q2 | 83 | $3.44B |
| 1219 | Brown Financial Advisors | 2025Q2 | 134 | $246.7M |
| 1220 | Brown Financial Advisory | 2025Q2 | 53 | $180.04M |
| 1221 | BROWN LISLE/CUMMINGS INC. | 2025Q2 | 761 | $373.06M |
| 1222 | Brown Miller Wealth Management LLC | 2025Q2 | 189 | $321.87M |
| 1223 | Brown Shipley& Co Ltd | 2025Q2 | 74 | $181.65M |
| 1224 | Brown University | 2025Q2 | 9 | $141.93M |
| 1225 | BROWN WEALTH MANAGEMENT LLC | 2025Q2 | 93 | $303.43M |
| 1226 | BROWNING WEST LP | 2025Q2 | 4 | $1.44B |
| 1227 | Broyhill Asset Management LLC | 2025Q2 | 75 | $100.22M |
| 1228 | Bruce & Co. Inc. | 2025Q2 | 40 | $307.81M |
| 1229 | Bruce G. Allen Investments LLC | 2025Q2 | 1079 | $131.91M |
| 1230 | Brucke Financial Inc. | 2025Q2 | 142 | $135.26M |
| 1231 | Brueske Advisory Services LLC | 2025Q2 | 58 | $120.86M |
| 1232 | BRUNI J V & CO | 2025Q2 | 32 | $949.89M |
| 1233 | BRX Global LP | 2025Q2 | 3 | $118.36M |
| 1234 | Bryant Woods Investment Advisors LLC | 2025Q2 | 51 | $229.74M |
| 1235 | Bryce Point Capital LLC | 2025Q2 | 177 | $118.15M |
| 1236 | Bryn Mawr Trust Advisors LLC | 2025Q2 | 407 | $1.81B |
| 1237 | BSN CAPITAL PARTNERS Ltd | 2025Q2 | 16 | $1.27B |
| 1238 | BSW Wealth Partners | 2025Q2 | 315 | $697.21M |
| 1239 | BTC Capital Management Inc. | 2025Q2 | 201 | $1.23B |
| 1240 | BTG Pactual Asset Management US LLC | 2025Q2 | 199 | $731.36M |
| 1241 | BTS Asset Management Inc. | 2025Q2 | 34 | $83.05M |
| 1242 | Buck Wealth Strategies LLC | 2025Q2 | 144 | $597.59M |
| 1243 | BUCKHEAD CAPITAL MANAGEMENT LLC | 2025Q2 | 123 | $255.76M |
| 1244 | Buckley Wealth Management LLC | 2025Q2 | 108 | $334.15M |
| 1245 | Buffington Mohr McNeal | 2025Q1 | 108 | $483.52M |
| 1246 | BUILDER INVESTMENT GROUP INC | 2025Q2 | 102 | $404.58M |
| 1247 | Builders Vision LLC | 2025Q2 | 0 | $0 |
| 1248 | Bull Oak Capital LLC | 2025Q2 | 29 | $187.27M |
| 1249 | Bull Street Advisors LLC | 2025Q2 | 89 | $207.98M |
| 1250 | Bulldog Investors, LLP | 2025Q2 | 98 | $366.48M |