List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 1201 | Brown Capital Management, LLC | 2024Q4 | 118 | $4.32B |
| 1202 | Brown Financial Advisors | 2024Q4 | 121 | $237.08M |
| 1203 | Brown Financial Advisory | 2024Q4 | 33 | $140.14M |
| 1204 | BROWN LISLE/CUMMINGS INC. | 2025Q1 | 774 | $342.42M |
| 1205 | Brown Miller Wealth Management LLC | 2025Q1 | 180 | $288.97M |
| 1206 | Brown Shipley& Co Ltd | 2024Q4 | 65 | $201.43M |
| 1207 | Brown University | 2024Q4 | 12 | $234.56M |
| 1208 | BROWN WEALTH MANAGEMENT LLC | 2024Q4 | 80 | $263.62M |
| 1209 | Browning West LP | 2024Q4 | 3 | $998.28M |
| 1210 | Broyhill Asset Management | 2024Q4 | 72 | $103.35M |
| 1211 | Bruce & Co. Inc. | 2024Q4 | 39 | $309.91M |
| 1212 | Bruce G. Allen Investments LLC | 2025Q1 | 1088 | $126.3M |
| 1213 | Brucke Financial Inc. | 2024Q4 | 133 | $108M |
| 1214 | Brueske Advisory Services LLC | 2025Q1 | 50 | $78.86M |
| 1215 | BRUNI J V & CO | 2024Q4 | 31 | $883.36M |
| 1216 | BRX Global LP | 2024Q4 | 4 | $141.49M |
| 1217 | Bryant Woods Investment Advisors LLC | 2024Q4 | 48 | $204.94M |
| 1218 | Bryce Point Capital LLC | 2024Q4 | 398 | $345.07M |
| 1219 | Bryn Mawr Capital Management LLC | 2024Q4 | 400 | $1.83B |
| 1220 | BSN CAPITAL PARTNERS Ltd | 2024Q4 | 12 | $2.5B |
| 1221 | BSW Wealth Partners | 2025Q1 | 303 | $620.38M |
| 1222 | BTC Capital Management Inc. | 2025Q1 | 202 | $1.09B |
| 1223 | BTG Pactual Asset Management US LLC | 2024Q4 | 236 | $766.02M |
| 1224 | BTG Pactual NY Corporation | 2024Q4 | 151 | $427.01M |
| 1225 | BTS Asset Management Inc. | 2025Q1 | 35 | $88.57M |
| 1226 | Buck Wealth Strategies LLC | 2025Q1 | 115 | $499.37M |
| 1227 | BUCKHEAD CAPITAL MANAGEMENT LLC | 2024Q4 | 123 | $312.2M |
| 1228 | Buckingham Capital Management Inc. | 2024Q4 | 128 | $833.38M |
| 1229 | Buckley Wealth Management LLC | 2024Q4 | 101 | $326.64M |
| 1230 | Buffington Mohr McNeal | 2024Q4 | 130 | $580.66M |
| 1231 | BUILDER INVESTMENT GROUP INC | 2025Q1 | 98 | $351.85M |
| 1232 | Builders Vision LLC | 2024Q4 | 0 | $0 |
| 1233 | Bull Oak Capital LLC | 2024Q4 | 26 | $179.83M |
| 1234 | Bull Street Advisors LLC | 2025Q1 | 89 | $208.74M |
| 1235 | Bulldog Investors, LLP | 2024Q4 | 90 | $350.38M |
| 1236 | Bullseye Asset Management LLC | 2024Q4 | 61 | $212.77M |
| 1237 | Bullseye Investment Management LLC | 2024Q4 | 75 | $150.91M |
| 1238 | Bulltick Wealth Management LLC | 2024Q4 | 105 | $276.46M |
| 1239 | Burford Brothers Inc. | 2024Q4 | 154 | $202.81M |
| 1240 | Burgundy Asset Management Ltd. | 2024Q4 | 104 | $9.9B |
| 1241 | BURKE & HERBERT BANK & TRUST CO | 2024Q4 | 225 | $420.6M |
| 1242 | Burkehill Global Management LP | 2024Q4 | 38 | $1.05B |
| 1243 | BURKETT FINANCIAL SERVICES LLC | 2025Q1 | 252 | $245.46M |
| 1244 | BURLING WEALTH PARTNERS LLC | 2024Q4 | 164 | $490.09M |
| 1245 | BURNEY CO | 2024Q4 | 578 | $2.83B |
| 1246 | BURNS J W & CO INC | 2025Q1 | 187 | $771.5M |
| 1247 | Burns Matteson Capital Management LLC | 2024Q4 | 161 | $178.28M |
| 1248 | BURR FINANCIAL SERVICES LLC | 2025Q1 | 35 | $127.49M |
| 1249 | Burren Capital Advisors Ltd | 2024Q4 | 15 | $16.78M |
| 1250 | Burt Wealth Advisors | 2025Q1 | 103 | $377.83M |