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 5233–5280

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5233

Carrera Capital Advisors

PAX Financial Group, LLC

Annis Gardner Whiting Capital Advisors, LLC

Citizens Business Bank

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Grey Fox Wealth Advisors, LLC

Francis Financial, Inc.

Astoria Portfolio Advisors LLC.

CenterStar Asset Management, LLC

WHALEROCK POINT PARTNERS, LLC

Insight Advisors, LLC/ PA

Stonebrook Private Inc.

Wagner Wealth Management, LLC

Cranbrook Wealth Management, LLC

3Chopt Investment Partners, LLC

Alliance Wealth Advisors, LLC /UT

Keudell/Morrison Wealth Management

Pinion Investment Advisors, LLC

STEVENS CAPITAL PARTNERS

Cove Private Wealth, LLC

RB Capital Management, LLC

WealthBridge Capital Management, LLC

Whetstone Capital Advisors, LLC

Professional Financial Management, Inc.

Elevation Advisory Partners LLC

SUMMITPOINT CAPITAL MANAGEMENT

Holland Advisory Services, Inc.

McGrath & Associates, Inc.

Feynman Point Asset Management LLC

MML INVESTORS SERVICES, LLC

Kestra Advisory Services, LLC

Sanctuary Advisors, LLC

Caption Management, LLC

AE Wealth Management LLC

Integrated Wealth Concepts LLC

Trexquant Investment LP

Arax Advisory Partners

Boston Trust Walden Corp

$13.1B620

Jun 30

Q2 2026

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