List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 7351 | Triune Financial Partners LLC | 2024Q4 | 35 | $316.88M |
| 7352 | Trivant Custom Portfolio Group LLC | 2025Q1 | 196 | $173.93M |
| 7353 | Trivest Advisors Ltd | 2024Q4 | 45 | $2.2B |
| 7354 | Trivium Point Advisory LLC | 2024Q4 | 326 | $762.93M |
| 7355 | Troluce Capital Advisors LLC | 2024Q4 | 15 | $992.04M |
| 7356 | Troy Asset Management Ltd | 2024Q4 | 31 | $2.98B |
| 7357 | TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC | 2024Q4 | 71 | $102.76M |
| 7358 | tru Independence LLC | 2024Q4 | 112 | $306.46M |
| 7359 | True Link Financial Advisors LLC | 2025Q1 | 94 | $1.34B |
| 7360 | True North Advisors LLC | 2024Q4 | 183 | $421.53M |
| 7361 | TRUE Private Wealth Advisors | 2024Q4 | 217 | $739.42M |
| 7362 | True Vision MN LLC | 2024Q4 | 90 | $159.96M |
| 7363 | True Wealth Design LLC | 2024Q4 | 1349 | $257.64M |
| 7364 | True Wind Capital Management L.P. | 2024Q4 | 2 | $350.4M |
| 7365 | Trueblood Wealth Management LLC | 2025Q1 | 235 | $215.58M |
| 7366 | TRUEFG LLC | 2025Q1 | 48 | $303.11M |
| 7367 | TrueMark Investments LLC | 2025Q1 | 173 | $373.01M |
| 7368 | Truepoint Inc. | 2024Q4 | 127 | $3.12B |
| 7369 | TrueWealth Advisors LLC | 2025Q1 | 202 | $294M |
| 7370 | TrueWealth Financial Partners | 2024Q4 | 17 | $150.11M |
| 7371 | Truffle Hound Capital LLC | 2024Q4 | 48 | $167.04M |
| 7372 | TRUIST FINANCIAL CORP | 2024Q4 | 2398 | $60.41B |
| 7373 | TruNorth Capital Management LLC | 2024Q4 | 368 | $364.16M |
| 7374 | Trust Asset Management LLC | 2024Q4 | 225 | $1.28B |
| 7375 | Trust Co | 2025Q1 | 435 | $752.53M |
| 7376 | Trust Co of Kansas | 2025Q1 | 53 | $186.72M |
| 7377 | TRUST CO OF OKLAHOMA | 2025Q1 | 131 | $289.69M |
| 7378 | Trust Co of Tennessee | 2024Q4 | 6 | $300.46M |
| 7379 | Trust Co of the South | 2025Q1 | 121 | $478.61M |
| 7380 | TRUST CO OF TOLEDO NA | 2025Q1 | 237 | $755.43M |
| 7381 | TRUST CO OF VERMONT | 2025Q1 | 1028 | $2B |
| 7382 | Trust Investment Advisors | 2024Q4 | 106 | $155.99M |
| 7383 | TRUST POINT INC. | 2025Q1 | 457 | $1.1B |
| 7384 | TRUSTCO BANK CORP N Y | 2024Q4 | 67 | $92.74M |
| 7385 | Trustees of Columbia University in the City of New York | 2024Q4 | 12 | $633.74M |
| 7386 | Trustees of Dartmouth College | 2024Q4 | 5 | $337.74M |
| 7387 | TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2024Q4 | 279 | $1.29B |
| 7388 | Truvestments Capital LLC | 2024Q4 | 1009 | $387.76M |
| 7389 | TruWealth Advisors LLC | 2025Q1 | 149 | $1.48B |
| 7390 | Truxt Investmentos Ltda. | 2024Q4 | 18 | $61.74M |
| 7391 | TRV GP IV LLC | 2024Q4 | 2 | $80.18M |
| 7392 | TRV GP V LLC | 2024Q4 | 3 | $293.97M |
| 7393 | TRV GP VI LLC | 2024Q4 | 4 | $116.91M |
| 7394 | Trybe Capital Management LP | 2024Q4 | 7 | $364.55M |
| 7395 | TSA Wealth Managment LLC | 2025Q1 | 62 | $240.17M |
| 7396 | Tsai Capital Corp | 2024Q4 | 25 | $137.4M |
| 7397 | TSFG LLC | 2025Q1 | 791 | $488.92M |
| 7398 | TSG Consumer Partners LP | 2024Q4 | 1 | $183.77M |
| 7399 | TSP Capital Management Group, LLC | 2024Q4 | 47 | $294.45M |
| 7400 | TT Capital Management LLC | 2025Q1 | 65 | $116.42M |