The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 58575904
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
5857
NewSquare Capital LLC
56
$1.4B236
Jun 30
Q2 2026
5858
Sagefield Capital LP
56
$1.3B213
Jun 30
Q2 2026
5859
Applied Finance Capital Management, LLC
56
$1.3B218
Jun 30
Q2 2026
5860
Baader Bank Aktiengesellschaft
56
$1.3B415
Jun 30
Q2 2026
5861
Radcliffe Capital Management, L.P.
56
$1.3B450
Jun 30
Q2 2026
5862
Journey Advisory Group, LLC
56
$1.3B282
Jun 30
Q2 2026
5863
GAM Holding AG
56
$1.3B299
Jun 30
Q2 2026
5864
FourThought Financial Partners, LLC
56
$1.3B393
Jun 30
Q2 2026
5865
IBEX WEALTH ADVISORS
56
$1.3B209
Jun 30
Q2 2026
5866
Fiduciary Group, LLC
56
$1.3B305
Jun 30
Q2 2026
5867
NAVELLIER & ASSOCIATES INC
56
$1.3B322
Jun 30
Q2 2026
5868
Certified Advisory Corp
56
$1.2B327
Jun 30
Q2 2026
5869
Rossmore Private Capital
56
$1.2B356
Jun 30
Q2 2026
5870
SPIREPOINT PRIVATE CLIENT, LLC
56
$1.2B332
Jun 30
Q2 2026
5871
Oxbow Advisors, LLC
56
$1.2B265
Jun 30
Q2 2026
5872
Allen Capital Group, LLC
56
$1.2B327
Jun 30
Q2 2026
5873
BANK OF NOVA SCOTIA TRUST CO
56
$1.2B302
Jun 30
Q2 2026
5874
Royal Fund Management, LLC
56
$1.2B291
Jun 30
Q2 2026
5875
Crescent Grove Advisors, LLC
56
$1.2B300
Jun 30
Q2 2026
5876
Governors Lane LP
56
$1.2B203
Jun 30
Q2 2026
5877
MASTERINVEST Kapitalanlage GmbH
56
$1.2B300
Jun 30
Q2 2026
5878
TRUE Private Wealth Advisors
56
$1.2B283
Jun 30
Q2 2026
5879
LODESTAR PRIVATE ASSET MANAGEMENT LLC
56
$1.2B232
Jun 30
Q2 2026
5880
Heritage Trust Co
56
$1.2B476
Jun 30
Q2 2026
5881
CARRET ASSET MANAGEMENT, LLC
56
$1.1B309
Jun 30
Q2 2026
5882
Telos Capital Management, Inc.
56
$1.1B201
Jun 30
Q2 2026
5883
AZZAD ASSET MANAGEMENT INC /ADV
56
$1.1B351
Jun 30
Q2 2026
5884
Great Lakes Retirement, Inc.
56
$1.1B216
Jun 30
Q2 2026
5885
Knollwood Investment Advisory, LLC
56
$1.1B270
Jun 30
Q2 2026
5886
Onyx Bridge Wealth Group LLC
56
$1.1B497
Jun 30
Q2 2026
5887
TOWER BRIDGE ADVISORS
56
$1.1B253
Jun 30
Q2 2026
5888
HBW ADVISORY SERVICES LLC
56
$1.1B463
Jun 30
Q2 2026
5889
Trivium Point Advisory, LLC
56
$1.1B354
Jun 30
Q2 2026
5890
Naviter Wealth, LLC
56
$1.1B305
Jun 30
Q2 2026
5891
BEACON FINANCIAL GROUP
56
$1.1B377
Jun 30
Q2 2026
5892
Goldstone Financial Group, LLC
56
$1.1B243
Jun 30
Q2 2026
5893
Intrua Financial, LLC
56
$1.1B495
Jun 30
Q2 2026
5894
Palisade Asset Management, LLC
56
$1.1B204
Jun 30
Q2 2026
5895
Oak Harvest Investment Services
56
$1.1B209
Jun 30
Q2 2026
5896
Cypress Capital Group
56
$1.1B351
Jun 30
Q2 2026
5897
Uniplan Investment Counsel, Inc.
56
$1.1B213
Jun 30
Q2 2026
5898
NWF Advisory Services Inc.
56
$1.1B456
Jun 30
Q2 2026
5899
Convergence Investment Partners, LLC
56
$1.1B241
Jun 30
Q2 2026
5900
Per Stirling Capital Management, LLC.
56
$1.1B338
Jun 30
Q2 2026
5901
New England Private Wealth Advisors LLC
56
$1.0B205
Jun 30
Q2 2026
5902
ISTHMUS PARTNERS, LLC
56
$1.0B226
Jun 30
Q2 2026
5903
AssuredPartners Investment Advisors, LLC
56
$1.0B416
Jun 30
Q2 2026
5904
ALTFEST L J & CO INC
56
$1.0B313
Jun 30
Q2 2026
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