List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 1 | &PARTNERS | 2024Q4 | 1558 | $8.12B |
| 2 | 1 NORTH WEALTH SERVICES LLC | 2024Q4 | 57 | $226.14M |
| 3 | 1060 Capital LLC | 2024Q4 | 9 | $50.46M |
| 4 | 10Elms LLP | 2024Q4 | 195 | $79.34M |
| 5 | 11 Capital Partners LP | 2024Q4 | 16 | $243.54M |
| 6 | 111 Capital | 2024Q4 | 383 | $476.3M |
| 7 | 12 West Capital Management LP | 2024Q4 | 16 | $954.6M |
| 8 | 1248 Management LLC | 2024Q4 | 75 | $232.15M |
| 9 | 12th Street Asset Management Company LLC | 2024Q4 | 31 | $606.55M |
| 10 | 13D Management LLC | 2024Q4 | 21 | $134.98M |
| 11 | 140 Summer Partners LP | 2024Q4 | 14 | $743.19M |
| 12 | 1492 Capital Management LLC | 2024Q4 | 105 | $208.67M |
| 13 | 14B Captial Management LP | 2024Q4 | 10 | $229.79M |
| 14 | 1607 Capital Partners, LLC | 2024Q4 | 129 | $1.15B |
| 15 | 1620 INVESTMENT ADVISORS INC. | 2024Q4 | 698 | $131.95M |
| 16 | 1623 Capital LLC | 2024Q4 | 0 | $0 |
| 17 | 17 CAPITAL PARTNERS LLC | 2024Q4 | 131 | $156.13M |
| 18 | 1776 Wealth LLC | 2024Q4 | 138 | $217.62M |
| 19 | 180 WEALTH ADVISORS LLC | 2025Q1 | 404 | $622.17M |
| 20 | 1834 INVESTMENT ADVISORS CO | 2024Q4 | 204 | $755.24M |
| 21 | 1858 WEALTH MANAGEMENT LLC | 2024Q4 | 121 | $126.26M |
| 22 | 1888 Investments LLC | 2024Q4 | 3 | $4.3M |
| 23 | 1900 WEALTH MANAGEMENT LLC | 2024Q4 | 214 | $1.18B |
| 24 | 1922 Investment Co LLC | 2024Q4 | 3 | $3.05M |
| 25 | 1ST SOURCE BANK | 2024Q4 | 258 | $1.75B |
| 26 | 22NW LP | 2024Q4 | 16 | $158.53M |
| 27 | 238 Plan Associates LLC | 2024Q4 | 10 | $705.14M |
| 28 | 25 LLC | 2024Q4 | 55 | $225.12M |
| 29 | 26North Partners LP | 2024Q4 | 1 | $146.76M |
| 30 | 2Xideas AG | 2024Q4 | 59 | $746.63M |
| 31 | 325 CAPITAL LLC | 2024Q4 | 12 | $258.68M |
| 32 | 360 Financial Inc. | 2024Q4 | 80 | $263.84M |
| 33 | 3Chopt Investment Partners LLC | 2024Q4 | 75 | $291.16M |
| 34 | 3EDGE Asset Management LP | 2024Q4 | 82 | $1.28B |
| 35 | 3G Capital Partners Ltd. | 2024Q4 | 16 | $348.71M |
| 36 | 40 North Management LLC | 2024Q4 | 14 | $1.79B |
| 37 | 400 Capital Management LLC | 2024Q4 | 1 | $574.59M |
| 38 | 44 WEALTH MANAGEMENT LLC | 2024Q4 | 186 | $260.13M |
| 39 | 49 WEALTH MANAGEMENT LLC | 2024Q4 | 166 | $659.93M |
| 40 | 4D Advisors LLC | 2024Q4 | 34 | $142.54M |
| 41 | 4J Wealth Management LLC | 2024Q4 | 74 | $110.8M |
| 42 | 4Thought Financial Group Inc. | 2024Q4 | 80 | $136.55M |
| 43 | 4WEALTH ADVISORS INC. | 2024Q4 | 137 | $90.77M |
| 44 | 59 North Capital Management LP | 2024Q4 | 13 | $2.14B |
| 45 | 5AM Venture Management LLC | 2024Q4 | 31 | $419.05M |
| 46 | 5T Wealth LLC | 2024Q4 | 85 | $168.43M |
| 47 | 5th Street Advisors LLC | 2024Q4 | 29 | $192.29M |
| 48 | 626 Financial LLC | 2025Q1 | 105 | $192.83M |
| 49 | 683 Capital Management LLC | 2024Q4 | 190 | $904.7M |
| 50 | 72 Investment Holdings LLC | 2024Q4 | 7 | $49.11M |