List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 2201 | CSP Financial Group LLC | 2026Q2 | 24 | $117.34M |
| 2202 | CSS LLC/IL | 2026Q2 | 550 | $929.32M |
| 2203 | CSU Producer Resources Inc. | 2026Q2 | 22 | $30.36M |
| 2204 | CTC Alternative Strategies Ltd. | 2026Q2 | 83 | $69.33M |
| 2205 | CTC LLC | 2026Q2 | 28 | $1.7B |
| 2206 | CULBERTSON A N & CO INC | 2026Q2 | 135 | $844.86M |
| 2207 | Cullen Capital Management LLC | 2026Q2 | 208 | $10.17B |
| 2208 | CULLEN INVESTMENT GROUP LTD. | 2026Q3 | 179 | $857.42M |
| 2209 | CULLEN/FROST BANKERS INC | 2026Q2 | 1403 | $10.14B |
| 2210 | CULLINAN ASSOCIATES INC | 2026Q2 | 204 | $1.32B |
| 2211 | CULTIVAR CAPITAL INC. | 2026Q3 | 42 | $144.74M |
| 2212 | CUMBERLAND ADVISORS INC | 2026Q2 | 47 | $282.11M |
| 2213 | Cumberland Partners Ltd | 2026Q2 | 149 | $1.54B |
| 2214 | Cunning Capital Partners LP | 2026Q2 | 53 | $247.21M |
| 2215 | CURA WEALTH ADVISORS LLC | 2026Q2 | 139 | $233.98M |
| 2216 | Curat Global LLC | 2026Q2 | 251 | $122.4M |
| 2217 | Curated Wealth Partners LLC | 2026Q3 | 566 | $1.21B |
| 2218 | Curative Ventures V LLC | 2026Q2 | 1 | $14.6M |
| 2219 | Curbstone Financial Management Corp | 2026Q2 | 212 | $585.81M |
| 2220 | Curi Capital LLC | 2026Q2 | 877 | $6.39B |
| 2221 | CURIO WEALTH LLC | 2026Q2 | 78 | $322.28M |
| 2222 | Curran Financial Partners LLC | 2026Q2 | 133 | $652.48M |
| 2223 | Curry Webb Wealth Management LLC | 2026Q2 | 67 | $241.47M |
| 2224 | Curtis Advisory Group LLC | 2026Q2 | 110 | $491.46M |
| 2225 | CURTIS WEALTH MANAGEMENT LLC | 2026Q2 | 48 | $109.03M |
| 2226 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 2026Q2 | 73 | $2.23B |
| 2227 | Cushing Capital Partners LLC | 2026Q2 | 98 | $144.43M |
| 2228 | Custos Family Office LLC | 2026Q2 | 65 | $157.11M |
| 2229 | Cutler Capital Management LLC | 2026Q2 | 101 | $317.68M |
| 2230 | CUTLER INVESTMENT COUNSEL LLC | 2026Q2 | 152 | $985.06M |
| 2231 | Cutter & CO Brokerage Inc. | 2026Q2 | 0 | $0 |
| 2232 | CV Advisors LLC | 2026Q3 | 111 | $590.15M |
| 2233 | CVA Family Office LLC | 2026Q2 | 1777 | $1.09B |
| 2234 | CVC Management Holdings II Ltd. | 2026Q2 | 4 | $466.67M |
| 2235 | CVentures Inc. | 2026Q2 | 0 | $0 |
| 2236 | CVFG LLC | 2026Q2 | 245 | $933.98M |
| 2237 | CVS HEALTH CORPORATION | 2026Q2 | 13 | $86.59M |
| 2238 | CWA Asset Management Group LLC | 2026Q2 | 683 | $3.11B |
| 2239 | CWC Advisors LLC. | 2026Q3 | 152 | $204.39M |
| 2240 | CWS Financial Advisors LLC | 2026Q3 | 166 | $442.24M |
| 2241 | CX Institutional | 2026Q3 | 1668 | $3.69B |
| 2242 | CYBER HORNET ETFs LLC | 2026Q2 | 508 | $176.21M |
| 2243 | Cygnus Capital Advisors LLC | 2026Q2 | 74 | $147.24M |
| 2244 | Cyndeo Wealth Partners LLC | 2026Q3 | 545 | $2.1B |
| 2245 | Cynosure Group LLC | 2026Q2 | 177 | $663.74M |
| 2246 | CYPRESS ASSET MANAGEMENT INC | 2026Q3 | 107 | $505.72M |
| 2247 | Cypress Capital Group | 2026Q2 | 311 | $1.07B |
| 2248 | Cypress Capital LLC | 2026Q2 | 104 | $343.7M |
| 2249 | Cypress Capital Management LLC (WY) | 2026Q2 | 209 | $117.94M |
| 2250 | CYPRESS FINANCIAL PLANNING LLC | 2026Q3 | 98 | $334.63M |