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 5281–5328

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5281

Concurrent Investment Advisors, LLC

Vestmark Advisory Solutions, Inc.

FENIMORE ASSET MANAGEMENT INC

Wedmont Private Capital

OLD REPUBLIC INTERNATIONAL CORP

Purpose Unlimited Inc.

SAX WEALTH ADVISORS, LLC

Beaird Harris Wealth Management, LLC

LINCLUDEN MANAGEMENT LTD

Covington Investment Advisors Inc.

Cornerstone National Bank & Trust Co

J. R. Prunier Capital Management LLC

Wealth Science Advisors LLC

Wealth Intelligence, LLC

Lexington Hill Partners, LLC

Torren Management, LLC

Welch Financial Planning, LLC

Invariant Investment Management

Kastel Capital Advisors, LLC

Clearview Wealth Management LLC

Peak Wealth Management LLC

HBE Wealth Management, LLC

DWR WEALTH MANAGEMENT, LLC

V. M. MANNING & CO., INC.

Capitolis Liquid Global Markets LLC

SEGALL BRYANT & HAMILL, LLC

Wilmington Savings Fund Society, FSB

Hillsdale Investment Management Inc.

FARMERS & MERCHANTS INVESTMENTS INC

DAYMARK WEALTH PARTNERS, LLC

Dana Investment Advisors, Inc.

Achmea Investment Management B.V.

Avidian Wealth Enterprises, LLC

Venture Visionary Partners LLC

FIRST NATIONAL BANK OF OMAHA

NICOLET BANKSHARES INC

Livforsakringsbolaget Skandia, Omsesidigt

Smartleaf Asset Management LLC

$3.1B3,465

Jun 30

Q2 2026

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