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 5857–5904

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5857

WESTPORT ASSET MANAGEMENT INC

MOTIVE WEALTH ADVISORS

Long Island Wealth Management, Inc.

Braeburn Wealth Management LLC

KANE INVESTMENT MANAGEMENT, INC.

WEST BANCORPORATION INC

Sustainable Insight Capital Management, LLC

Downshift Financial, LLC

Foundry Financial Group, Inc.

Benchmark Investment Advisors LLC

Mission Hills Financial Advisory, LLC

ROBINSON CAPITAL MANAGEMENT, LLC

Laurel Wealth Planning LLC

Oxford Wealth Group, LLC

RFP Financial Group LLC

Coign Capital Advisors LLC

Capital Wealth Alliance, LLC

Base Wealth Management LLC

Andrews Advisory Associates, LLC

Birchview Capital, LP

Griffith & Werner, Inc.

Evergreen Wealth Management, LLC

GSI Capital Advisors LLC

Trust Investment Advisors

PACIFIC FINANCIAL GROUP INC

STONEBRIDGE CAPITAL MANAGEMENT INC

Birch Capital Management, LLC

Harvest Investment Advisors, LLC

CASTLEKEEP INVESTMENT ADVISORS LLC

Frazier Financial Advisors, LLC

Alamar Capital Management, LLC

CONSCIOUS WEALTH INVESTMENTS, LLC

ROI Financial Advisors, LLC

Lighthouse Financial LLC

Mustard Seed Financial, LLC

Ewing Morris & Co. Investment Partners Ltd.

Councilmark Asset Management, LLC

Inman Jager Wealth Management, LLC

Trivant Custom Portfolio Group, LLC

Kingstone Capital Partners Texas, LLC

INNEALTA CAPITAL, LLC

$187M91

Jun 30

Q2 2026

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