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.

Sort by

Ranked by Whale ScoreShowing rows 5809–5856

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5809

Eagle Bluffs Wealth Management LLC

Glass Wealth Management Co LLC

HighMark Wealth Management LLC

ESG Planning DBA Harper Investing

Decatur Capital Management, Inc.

Bastion Asset Management Inc.

Samjo Management, LLC

Marathon Wealth Advisors LLC

Nokomis Capital, L.L.C.

Sphera Management Technology Funds Ltd

Selby Wealth Management, LLC

Vivid Wealth Management, LLC

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Game Creek Capital, LP

MENDON CAPITAL ADVISORS CORP

Chicago Wealth Management, Inc.

INVENIO WEALTH PARTNERS LLC

Valued Wealth Advisors LLC

Wills Financial Group LLC

Sightline Wealth Advisors, LLC

Lunt Capital Management, Inc.

Long Road Investment Counsel, LLC

TRUE BLUE FINANCIAL, LLC

NavPoint Financial, Inc.

Financial Guidance Group, Inc.

Strategic Financial Partners, Ltd.

MOKAN Wealth Management Inc.

Fairtree Asset Management (Pty) Ltd

WEIK CAPITAL MANAGEMENT

WJ Wealth Management, LLC

Brentview Investment Management LLC

Regency Capital Management Inc.\DE

Compass Wealth Management, LLC/GA

Jupiter Wealth Management LLC

Green Ridge Wealth Planning LLC

Cascade Wealth Advisors, Inc

ARBOR TRUST WEALTH ADVISORS, LLC

North Berkeley Wealth Management, LLC

$247M77

Jun 30

Q2 2026

← PreviousPage 122 of 194 · 9,279 filersNext →