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 5665–5712
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
5665
SHEETS SMITH WEALTH MANAGEMENT
55
$958M386
Sep 30
Q3 2026
5666
STRATEGIC PLANNING GROUP, LLC
55
$918M75
Jun 30
Q2 2026
5667
HARVEY INVESTMENT CO LLC
55
$909M99
Mar 31
Q1 2026
5668
Parkside Investments, LLC
55
$902M91
Jun 30
Q2 2026
5669
1834 INVESTMENT ADVISORS CO
55
$886M232
Sep 30
Q3 2026
5670
CHATHAM CAPITAL GROUP, INC.
55
$777M203
Sep 30
Q3 2026
5671
SYCOMORE ASSET MANAGEMENT
55
$718M74
Mar 31
Q1 2026
5672
Mengis Capital Management, Inc.
55
$673M215
Sep 30
Q3 2026
5673
Ritter Daniher Financial Advisory LLC / DE
55
$657M606
Jun 30
Q2 2026
5674
STRATEGY ASSET MANAGERS LLC
55
$650M262
Sep 30
Q3 2026
5675
APIS CAPITAL ADVISORS, LLC
55
$648M52
Mar 31
Q1 2026
5676
Vancity Investment Management Ltd
55
$629M94
Mar 31
Q1 2026
5677
Baker Chad R
55
$620M51
Jun 30
Q2 2026
5678
JACOBSON & SCHMITT ADVISORS, LLC
55
$612M81
Jun 30
Q2 2026
5679
KIRR MARBACH & CO LLC /IN/
55
$594M57
Jun 30
Q2 2026
5680
SPIRIT OF AMERICA MANAGEMENT CORP/NY
55
$537M370
Sep 30
Q3 2026
5681
DMKC Advisory Services, LLC
55
$530M92
Jun 30
Q2 2026
5682
WINSLOW ASSET MANAGEMENT INC
55
$515M80
Mar 31
Q1 2026
5683
Renaissance Investment Group LLC
55
$508M84
Jun 30
Q2 2026
5684
Abound Wealth Management
55
$504M1,361
Jun 30
Q2 2026
5685
Cornerstone National Bank & Trust Co
55
$296M276
Jun 30
Q2 2026
5686
PATRIOT FINANCIAL PARTNERS GP, LP
55
$284M9
Jun 30
Q2 2025
5687
Hanwha Asset Management Co., Ltd.
55
$241M1
Jun 30
Q2 2025
5688
Repertoire Partners LP
55
$143M10
Jun 30
Q2 2025
5689
LDR Capital Management LLC
55
$81M44
Sep 30
Q3 2026
5690
ALGERT GLOBAL LLC
55
$8.4B1,234
Jun 30
Q2 2026
5691
SEGALL BRYANT & HAMILL, LLC
55
$8.4B590
Jun 30
Q2 2026
5692
Wilmington Savings Fund Society, FSB
55
$4.5B2,109
Jun 30
Q2 2026
5693
Hillsdale Investment Management Inc.
55
$4.4B647
Jun 30
Q2 2026
5694
FARMERS & MERCHANTS INVESTMENTS INC
55
$4.1B1,760
Jun 30
Q2 2026
5695
DAYMARK WEALTH PARTNERS, LLC
55
$4.1B810
Jun 30
Q2 2026
5696
Dana Investment Advisors, Inc.
55
$3.8B572
Jun 30
Q2 2026
5697
PARK NATIONAL CORP /OH/
55
$3.7B517
Sep 30
Q3 2026
5698
Krilogy Financial LLC
55
$3.7B1,093
Sep 30
Q3 2026
5699
FIRST NATIONAL BANK OF OMAHA
55
$3.5B860
Jun 30
Q2 2026
5700
WASHINGTON TRUST Co
55
$3.2B656
Jun 30
Q2 2026
5701
NICOLET BANKSHARES INC
55
$3.1B916
Jun 30
Q2 2026
5702
Livforsakringsbolaget Skandia, Omsesidigt
55
$3.1B582
Jun 30
Q2 2026
5703
Smartleaf Asset Management LLC
55
$3.1B3,465
Jun 30
Q2 2026
5704
FIRST NATIONAL TRUST CO
55
$2.9B576
Jun 30
Q2 2026
5705
Leonteq Securities AG
55
$2.9B1,308
Jun 30
Q2 2026
5706
HighPoint Advisor Group LLC
55
$2.8B691
Jun 30
Q2 2026
5707
PITTENGER & ANDERSON INC
55
$2.8B507
Jun 30
Q2 2026
5708
SECURIAN ASSET MANAGEMENT, INC
55
$2.8B926
Jun 30
Q2 2026
5709
TEMA ETFS LLC
55
$2.7B594
Sep 30
Q3 2026
5710
LOGAN CAPITAL MANAGEMENT INC
55
$2.7B594
Jun 30
Q2 2026
5711
TRUST CO OF VERMONT
55
$2.7B1,426
Jun 30
Q2 2026
5712
ROCKLAND TRUST CO
55
$2.6B506
Sep 30
Q3 2026
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