The Whale Ledger13F Filings9,283 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,283 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 4993–5040

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4993

All Terrain Financial Advisors, LLC

M. Kulyk & Associates, LLC

Fonville Wealth Management LLC

Mattern Wealth Management LLC

Seven Fleet Capital Management LP

STUDIO INVESTMENT MANAGEMENT LLC

Bernardo Wealth Planning LLC

Frisch Financial Group, Inc.

Clarity Wealth Advisors, LLC

Wealth Dimensions Group, Ltd.

KICKSTAND VENTURES, LLC.

Clare Market Investments LLC

Firestone Capital Management

Second Line Capital, LLC

Stelac Advisory Services LLC

WESCAP Management Group, Inc.

Sovereign Investment Advisors, LLC

Bridgewealth Advisory Group, LLC

49 WEALTH MANAGEMENT, LLC

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Rockline Wealth Management, LLC

Adams Wealth Management

Scissortail Wealth Management, LLC

Curtis Advisory Group, LLC

Alliance Wealth Management Group

Aspire Capital Advisors LLC

Financial Sense Advisors, Inc.

Eldridge Investment Advisors, Inc.

BRAVE ASSET MANAGEMENT INC

Palo Duro Investment Partners, LP

Stenham Asset Management Ltd

Aznar Financial Advisors, LLC

72 Investment Holdings, LLC

VISTA EQUITY PARTNERS MANAGEMENT, LLC

Western Asset Management Company, LLC

AJU IB Investment Co., Ltd.

Miura Global Management, LLC

SG Americas Securities, LLC

DRIEHAUS CAPITAL MANAGEMENT LLC

$17.3B354

Jun 30

Q2 2026

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