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 5329–5376

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5329

Sowell Financial Services LLC

FIRST NATIONAL TRUST CO

Leonteq Securities AG

HighPoint Advisor Group LLC

PITTENGER & ANDERSON INC

SECURIAN ASSET MANAGEMENT, INC

LOGAN CAPITAL MANAGEMENT INC

PARSONS CAPITAL MANAGEMENT INC/RI

AdvisorNet Financial, Inc

Rehmann Capital Advisory Group

Siemens Fonds Invest GmbH

Essex Financial Services, Inc.

Reynders McVeigh Capital Management, LLC

FOUNDERS FINANCIAL SECURITIES LLC

North Star Investment Management Corp.

Soltis Investment Advisors LLC

Catalyst Funds Management Pty Ltd

Wesleyan Assurance Society

Keystone Financial Group

OAK ASSOCIATES LTD /OH/

Colonial Trust Advisors

TRUST CO OF TOLEDO NA /OH/

AMICA MUTUAL INSURANCE CO

Pekin Hardy Strauss, Inc.

Compton Wealth Advisory Group, LLC

Timber Creek Capital Management LLC

FIRST WILSHIRE SECURITIES MANAGEMENT INC

Gator Capital Management, LLC

Paragon Advisors, LLC

Shelter Mutual Insurance Co

QUATTRO FINANCIAL ADVISORS LLC

Rothschild Capital Partners, LLC

Progressive Investment Management Corp

GARDNER LEWIS ASSET MANAGEMENT L P

Level Financial Advisors

Bare Financial Services, Inc

Goodman Advisory Group, LLC

MONIMUS CAPITAL MANAGEMENT, LP

$432M56

Jun 30

Q2 2026

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