The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

Sort by
Ranked by Whale ScoreShowing rows 48014848
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
4801
CHURCHILL MANAGEMENT Corp
59
$9.2B164
Jun 30
Q2 2025
4802
SYSTEMATIC FINANCIAL MANAGEMENT LP
59
$5.0B406
Jun 30
Q2 2026
4803
Kovitz Investment Group Partners, LLC
59
$4.5B478
Jun 30
Q2 2026
4804
ADVENT CAPITAL MANAGEMENT /DE/
59
$4.5B238
Jun 30
Q2 2026
4805
GUARDIAN CAPITAL LP
59
$4.1B239
Jun 30
Q2 2026
4806
JOURNEY STRATEGIC WEALTH LLC
59
$4.0B3,980
Mar 31
Q1 2026
4807
Interval Partners, LP
59
$3.9B298
Jun 30
Q2 2026
4808
CASTLEARK MANAGEMENT LLC
59
$3.7B309
Jun 30
Q2 2026
4809
DEARBORN PARTNERS LLC
59
$3.6B590
Jun 30
Q2 2026
4810
Vestal Point Capital, LP
59
$3.6B90
Mar 31
Q1 2026
4811
Hamilton Capital Partners Inc.
59
$3.4B214
Jun 30
Q2 2026
4812
Duquesne Family Office LLC
59
$3.4B70
Mar 31
Q1 2026
4813
KCM INVESTMENT ADVISORS LLC
59
$3.4B400
Jun 30
Q2 2026
4814
HENNESSY ADVISORS INC
59
$3.1B325
Jun 30
Q2 2026
4815
CLIFFORD SWAN INVESTMENT COUNSEL LLC
59
$3.1B408
Jun 30
Q2 2026
4816
SUMMITRY LLC
59
$3.0B340
Jun 30
Q2 2026
4817
COOKSON PEIRCE & CO INC
59
$3.0B317
Jun 30
Q2 2026
4818
EAGLE GLOBAL ADVISORS LLC
59
$3.0B277
Jun 30
Q2 2026
4819
ODDO BHF ASSET MANAGEMENT SAS
59
$2.7B278
Jun 30
Q2 2026
4820
NORTH STAR ASSET MANAGEMENT INC
59
$2.5B467
Jun 30
Q2 2026
4821
PALISADE CAPITAL MANAGEMENT, LP
59
$2.3B294
Jun 30
Q2 2026
4822
GW HENSSLER & ASSOCIATES LTD
59
$2.2B268
Jun 30
Q2 2026
4823
OSTERWEIS CAPITAL MANAGEMENT INC
59
$2.1B280
Jun 30
Q2 2026
4824
RICE HALL JAMES & ASSOCIATES, LLC
59
$2.1B240
Jun 30
Q2 2026
4825
UNIVEST FINANCIAL Corp
59
$2.0B478
Jun 30
Q2 2026
4826
COURIER CAPITAL LLC
59
$2.0B399
Jun 30
Q2 2026
4827
Knights of Columbus Asset Advisors LLC
59
$2.0B386
Jun 30
Q2 2026
4828
GFS Advisors, LLC
59
$1.9B532
Jun 30
Q2 2026
4829
PATTEN & PATTEN INC/TN
59
$1.9B350
Jun 30
Q2 2026
4830
BAR HARBOR WEALTH MANAGEMENT
59
$1.9B268
Jun 30
Q2 2026
4831
Private Advisory Group LLC
59
$1.9B432
Jun 30
Q2 2026
4832
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
59
$1.8B203
Jun 30
Q2 2026
4833
Icon Wealth Advisors, LLC
59
$1.7B420
Jun 30
Q2 2026
4834
Morningstar Investment Management LLC
59
$1.6B317
Jun 30
Q2 2026
4835
KANAWHA CAPITAL MANAGEMENT LLC
59
$1.5B228
Jun 30
Q2 2026
4836
MARCO INVESTMENT MANAGEMENT LLC
59
$1.5B245
Jun 30
Q2 2026
4837
Arete Wealth Advisors, LLC
59
$1.5B334
Jun 30
Q2 2026
4838
Hodges Capital Management Inc.
59
$1.5B224
Jun 30
Q2 2026
4839
WBH ADVISORY INC
59
$1.5B365
Jun 30
Q2 2026
4840
Vantage Investment Partners, LLC
59
$1.4B64
Mar 31
Q1 2026
4841
Callodine Capital Management, LP
59
$1.4B56
Mar 31
Q1 2026
4842
Efficient Advisors, LLC
59
$1.4B58
Mar 31
Q1 2026
4843
Tortoise Investment Management, LLC
59
$1.3B255
Jun 30
Q2 2026
4844
CULLINAN ASSOCIATES INC
59
$1.3B204
Jun 30
Q2 2026
4845
TCV Trust & Wealth Management, Inc.
59
$1.3B415
Jun 30
Q2 2026
4846
Convergence Financial, LLC
59
$1.3B272
Jun 30
Q2 2026
4847
Ledyard National Bank
59
$1.2B344
Jun 30
Q2 2026
4848
QV Investors Inc.
59
$1.2B65
Mar 31
Q1 2026
← PreviousPage 101 of 194 · 9,303 filersNext →