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
7651 Von Berge Wealth Management Group LLC 2024Q4 63 $163.83M
7652 von Borstel & Associates Inc. 2024Q4 38 $255.42M
7653 Vontobel Holding Ltd. 2024Q4 1070 $29.2B
7654 VORPAL LLC 2024Q4 1 $23.94M
7655 Voss Capital LP 2024Q4 45 $1.35B
7656 Voya Financial Advisors Inc. 2024Q4 209 $885.3M
7657 Voya Investment Management LLC 2024Q4 2604 $83.94B
7658 Voyager Global Management LP 2024Q4 14 $2.5B
7659 VPR Management LLC 2024Q4 55 $191.9M
7660 VR Adviser LLC 2024Q4 37 $1.46B
7661 VR Advisory Services Ltd 2024Q4 18 $377.14M
7662 VSM Wealth Advisory LLC 2024Q4 470 $279.9M
7663 Vulcan Value Partners LLC 2024Q4 49 $5.98B
7664 W ADVISORS LLC 2024Q4 112 $159.49M
7665 W.G. Shaheen & Associates DBA Whitney & Co 2024Q4 127 $889.12M
7666 W.H. Cornerstone Investments Inc. 2024Q4 111 $133.21M
7667 WADDELL & ASSOCIATES LLC 2024Q4 153 $972.65M
7668 Wade Financial Advisory Inc 2024Q4 79 $294.55M
7669 WAFRA INVESTMENT ADVISORY GROUP INC 2024Q4 2 $185.97M
7670 WAGNER BOWMAN MANAGEMENT CORP 2024Q4 310 $1.02B
7671 Wagner Wealth Management LLC 2025Q1 235 $400.68M
7672 Wahed Invest LLC 2024Q4 223 $601.71M
7673 Wakefield Asset Management LLLP 2024Q4 141 $293.54M
7674 WAL MART STORES INC 2024Q4 2 $366.02M
7675 Waldron LP 2024Q4 413 $2.41B
7676 Walgreens Boots Alliance Inc. 2024Q4 2 $4.88B
7677 Walker Asset Management LLC 2025Q1 135 $163.53M
7678 Walker Financial Services Inc. 2024Q4 31 $141.69M
7679 Walkner Condon Financial Advisors LLC 2024Q4 266 $466.06M
7680 Wall Street Access Asset Management LLC 2024Q4 113 $264.93M
7681 Wall Street Financial Group Inc. 2024Q4 37 $99.99M
7682 Wallace Advisory Group LLC 2025Q1 182 $139.08M
7683 Wallace Capital Management Inc. 2024Q4 81 $731.83M
7684 Wallace Hart LLC 2024Q4 23 $125.35M
7685 WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 2024Q4 130 $268.54M
7686 WALLER FINANCIAL PLANNING GROUP INC 2025Q1 69 $353.88M
7687 Walleye Capital LLC 2024Q4 1812 $9.45B
7688 Walleye Trading LLC 2024Q4 903 $5.08B
7689 Wallington Asset Management LLC 2024Q4 94 $691.97M
7690 Walnut Level Capital LLC 2024Q4 36 $182.33M
7691 WALNUT PRIVATE EQUITY PARTNERS LLC 2025Q1 13 $182.52M
7692 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ 2024Q4 147 $329.58M
7693 Walter Public Investments Inc. 2024Q4 43 $559.15M
7694 Wambolt & Associates LLC 2024Q4 177 $307.55M
7695 Waratah Capital Advisors Ltd. 2024Q4 112 $1.79B
7696 Warberg Asset Management LLC 2024Q4 50 $23.44M
7697 WARBURG PINCUS LLC 2024Q4 6 $1.52B
7698 Warburton Capital Management LLC 2024Q4 38 $132.71M
7699 Ward Ferry Management (BVI) Ltd 2024Q4 7 $921.26M
7700 Warm Springs Advisors Inc. 2024Q4 50 $107.8M
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