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
7751 WealthBridge Capital Management LLC 2024Q4 194 $357.15M
7752 WealthBridge Investment Counsel Inc. 2025Q1 47 $274.77M
7753 Wealthcare Advisory Partners LLC 2025Q1 870 $3.47B
7754 WEALTHCARE CAPITAL MANAGEMENT LLC 2025Q1 82 $681.21M
7755 Wealthcare Capital Partners LLC 2025Q1 126 $185.99M
7756 WealthCare Investment Partners LLC 2024Q4 141 $213.83M
7757 WealthCollab LLC 2024Q4 866 $146.69M
7758 WEALTHEDGE INVESTMENT ADVISORS LLC 2024Q4 170 $209.04M
7759 Wealthfront Advisers LLC 2024Q4 889 $32.28B
7760 WEALTHGARDEN F.S. LLC 2024Q4 119 $104.61M
7761 WealthNavi Inc. 2025Q1 10 $8.99B
7762 WealthPlan Investment Management LLC 2024Q4 257 $1.01B
7763 Wealthquest Corp 2024Q4 128 $1.23B
7764 WealthShield Partners LLC 2024Q4 457 $676.75M
7765 WEALTHSPAN PARTNERS LLC 2024Q4 104 $199.16M
7766 Wealthspire Advisors LLC 2024Q4 766 $9.9B
7767 Wealthspring Capital LLC 2024Q4 31 $49.44M
7768 Wealthstar Advisors LLC 2024Q4 127 $216.54M
7769 Wealthstream Advisors Inc. 2024Q4 163 $538.99M
7770 WealthTrak Capital Management LLC 2024Q4 924 $110.5M
7771 WealthTrust Asset Management LLC 2024Q4 88 $134.49M
7772 WealthTrust Axiom LLC 2024Q4 252 $333.38M
7773 WEATHERLY ASSET MANAGEMENT L. P. 2024Q4 181 $1.13B
7774 Weaver C. Barksdale & Associates Inc. 2024Q4 62 $104.49M
7775 Weaver Capital Management LLC 2024Q4 179 $355.51M
7776 Weaver Consulting Group 2024Q4 208 $282.72M
7777 Webs Creek Capital Management LP 2024Q4 14 $414.85M
7778 WEBSTER BANK N. A. 2025Q1 547 $893.99M
7779 WEBSTERROGERS FINANCIAL ADVISORS LLC 2025Q1 77 $262.86M
7780 WEDBUSH SECURITIES INC 2024Q4 1134 $2.8B
7781 WEDGE CAPITAL MANAGEMENT L L P 2025Q1 512 $5.16B
7782 WEDGEWOOD INVESTORS INC 2024Q4 96 $84.88M
7783 WEDGEWOOD PARTNERS INC 2024Q4 19 $507.93M
7784 Wedmont Private Capital 2025Q1 689 $1.77B
7785 WEIK INVESTMENT SERVICES INC 2024Q4 93 $245.84M
7786 Weil Company Inc. 2024Q4 105 $289.02M
7787 Weinberger Asset Management Inc 2025Q1 79 $232.9M
7788 Weiss Asset Management LP 2024Q4 516 $2.77B
7789 WEITZ INVESTMENT MANAGEMENT INC. 2024Q4 46 $1.94B
7790 Weitzel Financial Services Inc. 2024Q4 40 $198.42M
7791 Wela Strategies Inc. 2025Q1 50 $232.81M
7792 WELCH & FORBES LLC 2024Q4 375 $7.77B
7793 WELCH CAPITAL PARTNERS LLC 2024Q4 21 $463.08M
7794 Welch Group LLC 2025Q1 266 $2.27B
7795 Well Done LLC 2024Q4 174 $540.06M
7796 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 2024Q4 21 $8.28B
7797 Wellesley Asset Management 2024Q4 0 $0
7798 WELLINGTON MANAGEMENT GROUP LLP 2024Q4 1797 $545.28B
7799 Wellington Shields & Co. LLC 2024Q4 295 $326.13M
7800 Wellington Shields Capital Management LLC 2024Q4 306 $565.37M
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