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
7701 Warm Springs Advisors Inc. 2024Q4 50 $107.8M
7702 WARNER FINANCIAL INC 2024Q4 113 $232.67M
7703 Warren Averett Asset Management LLC 2024Q4 949 $6.27B
7704 Warren Street Wealth Advisors LLC 2025Q1 110 $252.17M
7705 Warther Private Wealth LLC 2025Q1 63 $300.27M
7706 Warwick Investment Management Inc. 2024Q4 94 $479.07M
7707 WASATCH ADVISORS INC 2024Q4 232 $20.2B
7708 WASHBURN CAPITAL MANAGEMENT INC. 2024Q4 55 $161.49M
7709 WASHINGTON CAPITAL MANAGEMENT INC 2025Q1 103 $112.22M
7710 Washington Harbour Partners LP 2024Q4 23 $53.88M
7711 WASHINGTON STATE INVESTMENT BOARD 2024Q4 2 $383.85M
7712 Washington Trust Advisors Inc. 2024Q4 645 $1.2B
7713 Washington Trust Bank 2024Q4 207 $1.04B
7714 WASHINGTON TRUST Co 2024Q4 833 $2.77B
7715 WASHINGTON UNIVERSITY 2024Q4 3 $117.52M
7716 Wasserstein Debt Opportunities Management L.P. 2024Q4 1 $125.29M
7717 Watch Point Trust Co 2025Q1 153 $1.18B
7718 Watchman Group Inc. 2024Q4 79 $335.21M
7719 Watchtower Advisors LP 2024Q4 14 $176.69M
7720 WATER ISLAND CAPITAL LLC 2024Q4 48 $762.66M
7721 Waterfall Asset Management LLC 2024Q4 3 $29.99M
7722 Waterford Advisors LLC 2024Q4 46 $196.44M
7723 Waterfront Capital Partners LLC 2024Q4 31 $535.22M
7724 Waterfront Wealth Inc. 2024Q4 253 $408M
7725 Waterloo Capital L.P. 2024Q4 349 $906.32M
7726 WATERS PARKERSON & CO. LLC 2024Q4 175 $1.9B
7727 WATERSHED PRIVATE WEALTH LLC 2025Q1 108 $242.12M
7728 Waterway Wealth Management LLC 2024Q4 75 $227.39M
7729 Watts Gwilliam & Co. LLC 2024Q4 201 $466.47M
7730 Waverton Investment Management Ltd 2024Q4 101 $6.28B
7731 Waycross Investment Management Co 2025Q1 38 $88.68M
7732 WAYCROSS PARTNERS LLC 2024Q4 62 $769.58M
7733 Wayfinding Financial LLC 2024Q4 137 $187.07M
7734 waypoint wealth counsel 2024Q4 96 $151.46M
7735 Waypoint Wealth Partners Inc. 2024Q4 65 $365.48M
7736 WBI INVESTMENTS INC. 2024Q4 195 $393.14M
7737 WCG Wealth Advisors LLC 2024Q4 284 $1.42B
7738 WCM INVESTMENT MANAGEMENT 2024Q4 288 $42.52B
7739 WD RUTHERFORD LLC 2025Q1 73 $187.86M
7740 We Are One Seven LLC 2024Q4 1028 $2.53B
7741 Wealth Advisors Northwest LLC 2025Q1 55 $157.85M
7742 Wealth Advisors of Iowa LLC 2024Q4 61 $194.8M
7743 Wealth Advisors of Tampa Bay LLC 2024Q4 84 $230.67M
7744 Wealth Advisory Solutions LLC 2024Q4 121 $352.58M
7745 Wealth Alliance 2024Q4 481 $817.37M
7746 Wealth Alliance Advisory Group LLC 2025Q1 191 $408.42M
7747 Wealth Architects LLC 2024Q4 212 $823.58M
7748 Wealth Dimensions Group Ltd. 2024Q4 150 $386.82M
7749 WEALTH EFFECTS LLC 2024Q4 209 $280.15M
7750 WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2025Q1 2826 $50.41B
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