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 5905–5952

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Applied Finance Capital Management, LLC

Baader Bank Aktiengesellschaft

Radcliffe Capital Management, L.P.

Journey Advisory Group, LLC

FourThought Financial Partners, LLC

NAVELLIER & ASSOCIATES INC

Certified Advisory Corp

Rossmore Private Capital

SPIREPOINT PRIVATE CLIENT, LLC

Allen Capital Group, LLC

BANK OF NOVA SCOTIA TRUST CO

Royal Fund Management, LLC

Crescent Grove Advisors, LLC

MASTERINVEST Kapitalanlage GmbH

TRUE Private Wealth Advisors

LODESTAR PRIVATE ASSET MANAGEMENT LLC

CARRET ASSET MANAGEMENT, LLC

Telos Capital Management, Inc.

AZZAD ASSET MANAGEMENT INC /ADV

Great Lakes Retirement, Inc.

Knollwood Investment Advisory, LLC

Onyx Bridge Wealth Group LLC

TOWER BRIDGE ADVISORS

HBW ADVISORY SERVICES LLC

Trivium Point Advisory, LLC

BEACON FINANCIAL GROUP

Red Door Wealth Management, LLC

Goldstone Financial Group, LLC

Intrua Financial, LLC

Palisade Asset Management, LLC

Oak Harvest Investment Services

Cypress Capital Group

Uniplan Investment Counsel, Inc.

NWF Advisory Services Inc.

Convergence Investment Partners, LLC

Per Stirling Capital Management, LLC.

New England Private Wealth Advisors LLC

ISTHMUS PARTNERS, LLC

AssuredPartners Investment Advisors, LLC

$1.0B416

Jun 30

Q2 2026

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