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
1551 Cerity Partners LLC 2025Q2 2598 $55.6B
1552 Cerity Partners OCIO LLC 2025Q2 20 $1.44B
1553 Cerro Pacific Wealth Advisors LLC 2025Q2 156 $352.86M
1554 Certares Management LLC 2025Q2 1 $62.01M
1555 Certified Advisory Corp 2025Q2 290 $894.33M
1556 CERTIOR FINANCIAL GROUP LLC 2025Q2 108 $115.96M
1557 CERTUITY LLC 2025Q2 420 $1.06B
1558 Certus Wealth Management LLC 2025Q2 50 $139.12M
1559 Cetera Investment Advisers 2025Q2 3913 $56.93B
1560 Cetera Trust Company N.A 2025Q2 359 $167.49M
1561 Cevian Capital II GP LTD 2025Q2 3 $2.83B
1562 CFC Planning Co LLC 2025Q2 80 $102.54M
1563 CFM WEALTH PARTNERS LLC 2025Q2 140 $627.97M
1564 CFO4Life Group LLC 2025Q2 220 $607.19M
1565 CFS Investment Advisory Services LLC 2025Q2 312 $1.18B
1566 CGC Financial Services LLC 2025Q2 325 $271.22M
1567 CGN Advisors LLC 2025Q2 274 $959.25M
1568 CHAI TRUST CO LLC 2025Q2 11 $1.63B
1569 Challenger Wealth Management 2025Q2 109 $144.2M
1570 Champlain Investment Partners, LLC 2025Q2 135 $14.33B
1571 Chan Zuckerberg Initiative LLC 2025Q2 2 $77.68M
1572 Chancellor Financial Group WB LP 2025Q2 134 $128.67M
1573 Chandler Asset Management Inc. 2025Q2 22 $553.2M
1574 Chaney Capital Management Inc. 2025Q2 35 $254.92M
1575 CHANNEL WEALTH LLC 2025Q2 169 $350.76M
1576 Channing Capital Management LLC 2025Q2 105 $3.6B
1577 Channing Global Advisors LLC 2025Q2 47 $154.98M
1578 CHAPIN DAVIS INC. 2025Q2 225 $357.01M
1579 CHAPMAN FINANCIAL GROUP LLC 2025Q2 206 $115.09M
1580 Chapman Investment Management LLC 2025Q2 29 $143.28M
1581 Charis Legacy Partners LLC 2025Q2 24 $58.8M
1582 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2025Q2 3472 $571.23B
1583 Charles Schwab Trust Bank 2025Q2 1 $94.88M
1584 Charles Schwab Trust Co 2025Q2 161 $1.28B
1585 Charles-Lim Capital Ltd 2025Q2 7 $401.21M
1586 Charter Capital Management LLCDE 2025Q2 61 $169.82M
1587 Charter Oak Advisors LP 2025Q2 13 $162.42M
1588 Charter Oak Capital Management LLC 2025Q2 182 $1.02B
1589 CHARTER RESEARCH & INVESTMENT GROUP INC. 2025Q2 83 $133.91M
1590 CHASE INVESTMENT COUNSEL CORP 2025Q2 130 $312.75M
1591 CHATHAM CAPITAL GROUP INC. 2025Q2 192 $640.6M
1592 CHB Investment Group LLC 2025Q2 65 $185.13M
1593 Checchi Capital Advisers LLC 2025Q2 557 $1.32B
1594 CHECK CAPITAL MANAGEMENT INC 2025Q2 49 $1.52B
1595 Checkpoint Capital L.P. 2025Q2 8 $214.59M
1596 CHELSEA COUNSEL CO 2025Q2 200 $201.65M
1597 Chemistry Wealth Management LLC 2025Q2 191 $460.82M
1598 CHEMUNG CANAL TRUST CO 2025Q2 118 $476.19M
1599 Cherokee Insurance Co 2025Q2 122 $229.22M
1600 Cherry Creek Investment Advisors Inc. 2025Q2 114 $213.32M
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