The Whale Ledger13F Filings9,279 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,279 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 5233–5280

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5233

Katamaran Capital LLP

Concorde Financial Corp

3 FACTOR INDEXING, LLC

Mirabaud Asset Management Ltd

Arrow Capital Pty Ltd

Pacific Capital Partners Ltd

Parsonex Advisory Services, Inc.

Lane Generational LLC

Orchard Capital Management, LLC

FINANCIAL DISCOVERY GROUP INC

New Paradigm Capital Management, LLC

Select Equity Group, L.P.

Stratos Wealth Partners, LTD.

Modera Wealth Management, LLC

PINNACLE ASSOCIATES LTD

Horizon Investments, LLC

Summit Financial, LLC

Vise Technologies, Inc.

Raiffeisen Bank International AG

PRINCIPAL SECURITIES, INC.

Kingsview Wealth Management, LLC

Apollon Wealth Management, LLC

BARTLETT & CO. WEALTH MANAGEMENT LLC

Summit Trail Advisors, LLC

Investment Management Corp of Ontario

Bleakley Financial Group, LLC

Elo Mutual Pension Insurance Co

EDMOND DE ROTHSCHILD HOLDING S.A.

TOCQUEVILLE ASSET MANAGEMENT L.P.

Evercore Wealth Management, LLC

MOORE CAPITAL MANAGEMENT, LP

Crestwood Advisors Group, LLC

DIVERSIFY WEALTH MANAGEMENT, LLC

Diversify Advisory Services, LLC

Maryland State Retirement & Pension System

J.W. COLE ADVISORS, INC.

HUB Investment Partners, LLC

Generali Asset Management SPA SGR

Voleon Capital Management LP

AlphaCore Capital LLC

$5.4B1,479

Jun 30

Q2 2026

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