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 5617–5664

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5617

Atlas Legacy Advisors, LLC

DELTEC ASSET MANAGEMENT LLC

Carrera Capital Advisors

PAX Financial Group, LLC

Annis Gardner Whiting Capital Advisors, LLC

Citizens Business Bank

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Francis Financial, Inc.

Astoria Portfolio Advisors LLC.

WHALEROCK POINT PARTNERS, LLC

DIVERSIFIED MANAGEMENT INC

Insight Advisors, LLC/ PA

Stonebrook Private Inc.

Wagner Wealth Management, LLC

Cranbrook Wealth Management, LLC

3Chopt Investment Partners, LLC

Alliance Wealth Advisors, LLC /UT

Pinion Investment Advisors, LLC

STEVENS CAPITAL PARTNERS

Cove Private Wealth, LLC

RB Capital Management, LLC

Philadelphia Financial Management of San Francisco, LLC

Elevation Advisory Partners LLC

SUMMITPOINT CAPITAL MANAGEMENT

Feynman Point Asset Management LLC

Silver Rock Financial LP

BCK CAPITAL MANAGEMENT LP

MML INVESTORS SERVICES, LLC

Kestra Advisory Services, LLC

Sanctuary Advisors, LLC

Caption Management, LLC

AE Wealth Management LLC

Trexquant Investment LP

Arax Advisory Partners

Boston Trust Walden Corp

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Vestmark Advisory Solutions, Inc.

Crossmark Global Holdings, Inc.

Purpose Unlimited Inc.

HHM Wealth Advisors, LLC

$996M905

Jun 30

Q2 2026

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