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
1701 CFC Planning Co LLC 2026Q2 70 $169.23M
1702 CFG Wealth Management Services Inc. 2026Q2 38 $102.14M
1703 CFM WEALTH PARTNERS LLC 2026Q2 148 $782.81M
1704 CFO4Life Group LLC 2026Q2 226 $709.16M
1705 CFS Investment Advisory Services LLC 2026Q2 342 $1.43B
1706 CGC Financial Services LLC 2026Q3 338 $450.81M
1707 CGN Advisors LLC 2026Q2 299 $1.13B
1708 CHAI TRUST CO LLC 2026Q2 12 $1.45B
1709 Challenger Wealth Management 2026Q2 65 $135.86M
1710 Champlain Investment Partners LLC 2026Q2 129 $3.89B
1711 Chan Zuckerberg Initiative LLC 2026Q2 1 $58.49M
1712 Chancellor Financial Group WB LP 2026Q2 149 $161.53M
1713 Chandler Asset Management Inc. 2026Q2 18 $556.26M
1714 Chaney Capital Management Inc. 2026Q2 45 $318.06M
1715 CHANNEL WEALTH LLC 2026Q2 184 $443.58M
1716 Channing Capital Management LLC 2026Q2 106 $4.34B
1717 Channing Global Advisors LLC 2026Q2 41 $193.21M
1718 CHAPIN DAVIS INC. 2026Q3 248 $514.19M
1719 CHAPMAN FINANCIAL GROUP LLC 2026Q2 247 $145.58M
1720 Chapman Investment Management LLC 2026Q2 0 $0
1721 Charis Legacy Partners LLC 2026Q2 26 $78.48M
1722 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2026Q2 3420 $741.95B
1723 Charles Schwab Trust Bank 2026Q2 1 $62.25M
1724 Charles Schwab Trust Co 2026Q2 160 $1.73B
1725 Charles-Lim Capital Ltd 2026Q2 6 $319.4M
1726 Charter Capital Management LLCDE 2026Q2 74 $225.24M
1727 Charter Oak Advisors LP 2026Q2 13 $172.47M
1728 CHARTER RESEARCH & INVESTMENT GROUP INC. 2026Q2 92 $164.75M
1729 CHARTIST INC 2026Q2 21 $160.2M
1730 CHASE INVESTMENT COUNSEL CORP 2026Q2 137 $473.76M
1731 CHATHAM CAPITAL GROUP INC. 2026Q2 194 $767.62M
1732 Chatterton & Associates Inc. 2026Q2 94 $159.25M
1733 Checchi Capital Advisers LLC 2026Q2 587 $1.46B
1734 CHECK CAPITAL MANAGEMENT INC 2026Q2 16 $1.74B
1735 Checkpoint Capital L.P. 2026Q2 6 $389.76M
1736 CHELSEA COUNSEL CO 2026Q2 232 $236.14M
1737 Chemistry Wealth Management LLC 2026Q2 204 $615.49M
1738 CHEMUNG CANAL TRUST CO 2026Q2 111 $541.21M
1739 Cherokee Insurance Co 2026Q2 124 $259.13M
1740 Cherry Creek Investment Advisors Inc. 2026Q3 127 $260.77M
1741 Cherry Tree Wealth Management LLC 2026Q2 570 $472.2M
1742 CHERRYDALE WEALTH MANAGEMENT LLC 2026Q2 82 $375.71M
1743 CHESAPEAKE ASSET MANAGEMENT LLC 2026Q2 361 $130.53M
1744 CHESAPEAKE CAPITAL CORP 2026Q2 155 $167.03M
1745 Chesapeake Wealth Management 2026Q2 165 $335.96M
1746 Chescapmanager LLC 2026Q2 21 $770.02M
1747 Chesley Taft & Associates LLC 2026Q3 351 $2.52B
1748 Cheviot Value Management LLC 2026Q2 442 $983.99M
1749 CHEVRON CORP 2026Q2 0 $0
1750 Chevy Chase Trust Holdings LLC 2026Q2 649 $38.78B
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