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
4601 LBJ Family Wealth Advisors Ltd. 2026Q3 29 $195.86M
4602 LBMC INVESTMENT ADVISORS LLC 2026Q2 242 $1.83B
4603 LBP AM SA 2026Q2 392 $9.77B
4604 LCC Family Corp. 2026Q2 1 $245.7M
4605 LCM Capital Management Inc 2026Q2 124 $228.41M
4606 LCNB CORP 2026Q2 184 $325.96M
4607 LCW Services LLC 2026Q2 37 $222.27M
4608 LDIC Inc. 2026Q3 19 $166.06M
4609 LDR Capital Management LLC 2026Q3 41 $67.72M
4610 Lead Edge Capital Management LLC 2026Q2 12 $550.38M
4611 Leading Edge Financial Planning LLC 2026Q2 74 $539.6M
4612 LEAVELL INVESTMENT MANAGEMENT INC. 2026Q2 608 $2.58B
4613 Lebenthal Global Advisors LLC 2026Q2 201 $725.88M
4614 LECAP ASSET MANAGEMENT LTD 2026Q2 254 $233.18M
4615 LeClair Wealth Partners LLC 2026Q2 132 $193.03M
4616 LeConte Wealth Management LLC 2026Q2 178 $174.54M
4617 LEDERER & ASSOCIATES INVESTMENT COUNSEL 2026Q2 84 $151.92M
4618 Ledgewood Wealth Advisors LLC 2026Q3 71 $164.65M
4619 Ledyard National Bank 2026Q2 253 $1.25B
4620 LEE DANNER & BASS INC 2026Q2 250 $1.73B
4621 Lee Financial Co 2026Q3 148 $798.15M
4622 LEE JOHNSON CAPITAL MANAGEMENT LLC 2026Q2 82 $319.76M
4623 Lee Kelleher & Klein Wealth Management 2026Q3 47 $193.4M
4624 Leelyn Smith LLC 2026Q2 154 $775.88M
4625 Leeward Financial Partners LLC 2026Q2 105 $370.02M
4626 Leeward Investments LLC - MA 2026Q2 140 $2.2B
4627 Left Brain Wealth Management LLC 2026Q2 97 $330.74M
4628 Legacies Wealth LLC 2026Q2 109 $182.56M
4629 Legacy Advisors LLC 2026Q3 316 $1.05B
4630 Legacy Advisory Services LLC 2026Q2 53 $141.86M
4631 Legacy Bridge LLC 2026Q2 316 $323.16M
4632 Legacy Capital Group California Inc. 2026Q2 292 $324.59M
4633 LEGACY CAPITAL WEALTH MANAGEMENT LLC 2026Q2 72 $215.02M
4634 Legacy Capital Wealth Partners LLC 2026Q2 368 $516.18M
4635 Legacy CG LLC 2026Q2 44 $390.31M
4636 Legacy Edge Advisors LLC 2026Q2 231 $1.06B
4637 Legacy Financial Advisors Inc. 2026Q2 435 $820.39M
4638 LEGACY FINANCIAL GROUP INC. 2026Q2 102 $415.85M
4639 Legacy Financial Group LLC 2026Q2 133 $888.21M
4640 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2026Q2 122 $205.76M
4641 Legacy Financial Strategies LLC 2026Q3 144 $615.22M
4642 Legacy PCG LLC 2026Q2 21 $18.19M
4643 Legacy Private Trust Co. 2026Q3 257 $1.74B
4644 LEGACY SOLUTIONS LLC 2026Q3 89 $126.59M
4645 Legacy Trust 2026Q2 209 $565.27M
4646 Legacy Wealth Advisors LLC 2026Q2 148 $231.04M
4647 Legacy Wealth Asset Management LLC 2026Q3 355 $438.81M
4648 Legacy Wealth Management LLC 2026Q2 27 $1.47B
4649 Legacy Wealth Management LLC 2026Q2 113 $389.21M
4650 Legacy Wealth Managment LLC 2026Q2 184 $235.47M
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