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.

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Ranked by Whale ScoreShowing rows 5089–5136

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Pictet North America Advisors SA

VIKING FUND MANAGEMENT LLC

STANSBERRY ASSET MANAGEMENT, LLC

Ascent Wealth Partners, LLC

Integris Wealth Management, LLC

AUGUSTINE ASSET MANAGEMENT INC

Old Mission Investment Co LLC

Barry Investment Advisors, LLC

KELLY FINANCIAL GROUP LLC

CYPRESS FINANCIAL PLANNING LLC

Henrickson Nauta Wealth Advisors, Inc.

Omnia Family Wealth, LLC

Elevated Financial Group LLC

Planned Solutions, Inc.

Blue Water Asset Management

Torrey Growth & Income Advisors

EAGLE WEALTH STRATEGIES LLC

Finley Financial, LLC

Colter Lewis Investment Partners LLC

LuminArx Capital Management LP

Hardin Capital Partners, LLC

Coquina Private Wealth LLC

Aventus Investment Advisors, Inc.

TOP Private Wealth LLC.

Kroeger Financial Partners

D. E. Shaw & Co., Inc.

Eisler Capital Management Ltd.

Douglas Lane & Associates, LLC

Gradient Investments LLC

Annex Advisory Services, LLC

SIG North Trading, ULC

PHILADELPHIA TRUST CO

Independent Solutions Wealth Management, LLC

$766M194

Jun 30

Q2 2026

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