The Whale Ledger13F Filings9,302 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,302 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 5761–5808

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5761

VEGA INVESTMENT SOLUTIONS

CLUNE & ASSOCIATES, LTD.

Pettinga Financial Advisors LLC

Marotta Asset Management

Whitaker-Myers Wealth Managers, LTD.

CLEAR WAVE WEALTH MANAGEMENT LLC

ADAMSBROWN WEALTH CONSULTANTS LLC

Churchill Financial Advisors, LLC

Navigation Group, LLC

Next Level Private LLC

Palo Duro Investment Partners, LP

First International Bank & Trust

Stenham Asset Management Ltd

Aznar Financial Advisors, LLC

72 Investment Holdings, LLC

VISTA EQUITY PARTNERS MANAGEMENT, LLC

Western Asset Management Company, LLC

AJU IB Investment Co., Ltd.

CONGRESS ASSET MANAGEMENT CO

SOROS FUND MANAGEMENT LLC

Evanson Financial, LLC

CABOT WEALTH MANAGEMENT INC

Stockman Wealth Management, Inc.

First Turn Management, LLC

LaFleur & Godfrey LLC

Cardinal Capital Management

Strategic Wealth Investment Group, LLC

Roble, Belko & Company, Inc

AUXIER ASSET MANAGEMENT LLC

SMITHBRIDGE ASSET MANAGEMENT INC/DE

BOURGEON CAPITAL MANAGEMENT LLC

Sky Investment Group LLC

MARIETTA INVESTMENT PARTNERS LLC

LYNCH & ASSOCIATES/IN

$573M129

Jun 30

Q2 2026

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