List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 2701 | Envestnet Portfolio Solutions Inc. | 2026Q2 | 1318 | $19.73B |
| 2702 | Envision Financial LLC | 2026Q3 | 45 | $202.85M |
| 2703 | Envision Financial Planning LLC | 2026Q2 | 50 | $257.84M |
| 2704 | Envision Financial Transparency LLC | 2026Q2 | 55 | $101.8M |
| 2705 | ENZI WEALTH | 2026Q3 | 83 | $333.55M |
| 2706 | Eos Management L.P. | 2026Q2 | 35 | $252.35M |
| 2707 | EP Wealth Advisors LLC | 2026Q2 | 1659 | $24.84B |
| 2708 | EPACRIA CAPITAL PARTNERS LLC | 2026Q2 | 24 | $129.55M |
| 2709 | EPG Wealth Management LLC | 2026Q2 | 304 | $413.53M |
| 2710 | EPIQ PARTNERS LLC | 2026Q3 | 92 | $223.52M |
| 2711 | Epoch Investment Partners Inc. | 2026Q2 | 220 | $17.58B |
| 2712 | EQ LLC | 2026Q2 | 80 | $396.74M |
| 2713 | EQ WEALTH ADVISORS LLC | 2026Q2 | 57 | $182.01M |
| 2714 | EQT Fund Management S.a r.l. | 2026Q2 | 5 | $862.62M |
| 2715 | Equinox Partners Investment Management LLC | 2026Q2 | 11 | $207.66M |
| 2716 | Equita Financial Network Inc. | 2026Q2 | 84 | $326.68M |
| 2717 | Equitable Holdings, Inc. | 2026Q2 | 1728 | $16.36B |
| 2718 | EQUITABLE TRUST CO | 2026Q3 | 444 | $2.38B |
| 2719 | EQUITEC PROPRIETARY MARKETS LLC | 2026Q2 | 41 | $403.9M |
| 2720 | EQUITY INVESTMENT CORP | 2026Q2 | 74 | $5.24B |
| 2721 | Equity Wealth Partners LLC | 2026Q2 | 106 | $276.75M |
| 2722 | ER Collective Holdings LLC | 2026Q2 | 1 | $308.02M |
| 2723 | Ergawealth Advisors Inc. | 2026Q2 | 50 | $255.28M |
| 2724 | Erickson Financial Group LLC | 2026Q2 | 22 | $180.99M |
| 2725 | ERn Financial LLC | 2026Q2 | 155 | $559.33M |
| 2726 | Erste Asset Management GmbH | 2026Q2 | 603 | $12.86B |
| 2727 | ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. | 2026Q2 | 33 | $399.46M |
| 2728 | Ervin Investment Management LLC | 2026Q2 | 47 | $184.08M |
| 2729 | ES4 LLC | 2026Q2 | 31 | $185.1M |
| 2730 | ESCHATON OPPORTUNITIES FUND MANAGEMENT LP | 2026Q2 | 6 | $33.23M |
| 2731 | Eschler Asset Management LLP | 2026Q2 | 33 | $55.88M |
| 2732 | ESL Trust Services LLC | 2026Q2 | 266 | $586.53M |
| 2733 | Essential Investment Partners LLC | 2026Q2 | 310 | $123.61M |
| 2734 | Essential Partners LLC | 2026Q3 | 2851 | $219.21M |
| 2735 | Essential Planning LLC. | 2026Q2 | 79 | $329.02M |
| 2736 | Essex Bank | 2026Q3 | 318 | $502.53M |
| 2737 | Essex Financial Services Inc. | 2026Q2 | 814 | $1.94B |
| 2738 | ESSEX INVESTMENT MANAGEMENT CO LLC | 2026Q2 | 306 | $763.37M |
| 2739 | Essex LLC | 2026Q3 | 173 | $553.11M |
| 2740 | Essex Woodlands Management Inc. | 2026Q2 | 5 | $254.23M |
| 2741 | Estabrook Capital Management | 2026Q2 | 340 | $738.61M |
| 2742 | Estate Counselors LLC | 2026Q2 | 87 | $1.12B |
| 2743 | Estate Planners Group LLC | 2026Q2 | 70 | $221.13M |
| 2744 | Estuary Capital Management LP | 2026Q2 | 21 | $589.31M |
| 2745 | Etesian Wealth Advisors Inc. | 2026Q2 | 133 | $310.54M |
| 2746 | ETF Portfolio Partners Inc. | 2026Q2 | 70 | $420.38M |
| 2747 | ETF Store Inc. | 2026Q2 | 109 | $111.05M |
| 2748 | Ethic Inc. | 2026Q2 | 1358 | $8.02B |
| 2749 | Ethos Capital Management Inc. | 2026Q2 | 56 | $133.24M |
| 2750 | Ethos Financial Group LLC | 2026Q2 | 641 | $1.49B |