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 5569–5616

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5569

Financially Speaking Inc

PARK AVENUE SECURITIES LLC

TODD ASSET MANAGEMENT LLC

Contour Asset Management LLC

JOURNEY STRATEGIC WEALTH LLC

Karpus Management, Inc.

PEREGRINE CAPITAL MANAGEMENT LLC

Baskin Financial Services Inc.

Shellback Capital, LP

Souders Financial Advisors

Financial Partners Group, Inc

Southeast Asset Advisors, LLC

Cheviot Value Management, LLC

VICTORY FINANCIAL GROUP, LLC

OARSMAN CAPITAL, INC.

Allegheny Financial Group

Capital Investment Counsel, Inc

Fort Sheridan Advisors LLC

MJP ASSOCIATES INC /ADV

Tennessee Valley Asset Management Partners

Fortis Capital Management LLC

Meridian Wealth Advisors, LLC

D'Orazio & Associates, Inc.

AdvisorShares Investments LLC

Werba Rubin Papier Wealth Management

Financial Advisors Network, Inc.

KAVAR CAPITAL PARTNERS GROUP, LLC

Pasadena Private Wealth, LLC

Madison Wealth Partners, Inc

Almanack Investment Partners, LLC.

PenderFund Capital Management Ltd.

Round Rock Advisors, LLC

Trifecta Capital Advisors, LLC

Biltmore Family Office, LLC

Horst & Graben Wealth Management LLC

REGATTA CAPITAL GROUP, LLC

Lebenthal Global Advisors, LLC

S-Bank Fund Management Ltd

Probity Advisors, Inc.

Aspen Grove Capital, LLC

$694M214

Jun 30

Q2 2026

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