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
1601 Carter Financial Group INC. 2026Q2 129 $189.45M
1602 Carter Financial LLC 2026Q2 31 $132.02M
1603 CARY STREET PARTNERS FINANCIAL LLC 2026Q2 1083 $4.57B
1604 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 2026Q2 758 $494.2M
1605 CAS Investment Partners, LLC 2026Q2 6 $1.88B
1606 Cascade Financial Partners LLC 2026Q2 271 $1.07B
1607 Cascade Investment Advisors Inc. 2026Q2 113 $183.3M
1608 CASCADE INVESTMENT GROUP INC. 2026Q3 160 $180.5M
1609 Cascade Wealth Advisors Inc 2026Q2 58 $224.27M
1610 Cascades Capital Asset Management LLC 2026Q2 167 $270.37M
1611 Casdin Capital LLC 2026Q2 43 $2B
1612 CASPIAN CAPITAL LP 2026Q2 12 $176.12M
1613 Cassaday & Co Wealth Management LLC 2026Q2 1291 $5.27B
1614 Cassady Wealth & Retirement Planning LLC 2026Q2 101 $212.2M
1615 Cassia Capital Partners LLC 2026Q2 68 $196.81M
1616 Cassilly Financial Group LLC 2026Q3 74 $143.5M
1617 Castellan Group 2026Q2 39 $910.04M
1618 Castle Hook Partners LP 2026Q2 65 $9.33B
1619 Castle Rock Wealth Management LLC 2026Q3 267 $510.67M
1620 CASTLE WEALTH MANAGEMENT LLC 2026Q2 142 $319.87M
1621 CASTLEARK MANAGEMENT LLC 2026Q2 302 $3.46B
1622 Castlefield Investment Partners LLP 2026Q2 35 $147.26M
1623 CASTLEKEEP INVESTMENT ADVISORS LLC 2026Q2 76 $199.64M
1624 CastleKnight Management LP 2026Q2 396 $2.71B
1625 Castleview Partners LLC 2026Q3 213 $227.88M
1626 CAT ROCK CAPITAL MANAGEMENT LP 2026Q2 7 $431.02M
1627 Catalio Capital Management, LP 2026Q2 39 $532.1M
1628 Catalys Pacific LLC 2026Q2 2 $229.45M
1629 Catalyst Capital Advisors LLC 2026Q2 359 $6B
1630 CATALYST FINANCIAL PARTNERS LLC 2026Q2 414 $1B
1631 Catalyst Funds Management Pty Ltd 2026Q2 641 $1.78B
1632 Catalyst Investment Management LLC 2026Q2 69 $88.97M
1633 CATALYST PRIVATE WEALTH LLC 2026Q3 101 $232.97M
1634 Catawba River Capital 2026Q2 24 $223.49M
1635 Catherine Avery Investment Management LLC 2026Q3 169 $116.13M
1636 CATHY PARETO & ASSOCIATES INC 2026Q2 101 $170.24M
1637 Catterton Management Company L.L.C. 2026Q2 3 $4.33B
1638 Cauble & Harre Wealth Management Inc. 2026Q2 68 $121.68M
1639 CAUSEWAY CAPITAL MANAGEMENT LLC 2026Q2 121 $8.06B
1640 Causey Wealth LLC 2026Q2 81 $254.51M
1641 Cavalier Investments LLC 2026Q2 39 $257.33M
1642 CAXTON ASSOCIATES LLP 2026Q2 728 $5.32B
1643 CAXTON CORP 2026Q2 9 $1.41M
1644 CAZ INVESTMENTS LP 2026Q2 50 $236.75M
1645 CBIZ Investment Advisory Services LLC 2026Q2 401 $2.73B
1646 CBM Financial LLC 2026Q2 16 $168.07M
1647 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2026Q2 101 $7.18B
1648 CCG WEALTH MANAGEMENT LLC 2026Q2 144 $426.66M
1649 CCM INVESTMENT ADVISERS LLC 2026Q2 88 $1.29B
1650 CDAM (UK) Ltd 2026Q2 12 $387.38M
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