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 59536000
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
5953
ALTFEST L J & CO INC
56
$1.0B313
Jun 30
Q2 2026
5954
Rodgers Brothers Inc.
56
$1.0B247
Jun 30
Q2 2026
5955
Quadcap Wealth Management, LLC
56
$1.0B432
Jun 30
Q2 2026
5956
Invst, LLC
56
$1.0B359
Jun 30
Q2 2026
5957
Keebeck Wealth Management
56
$1.0B471
Jun 30
Q2 2026
5958
TRITONPOINT WEALTH, LLC
56
$1.0B281
Jun 30
Q2 2026
5959
Genus Capital Management Inc.
56
$1.0B204
Jun 30
Q2 2026
5960
Occidental Asset Management, LLC
56
$1.0B328
Jun 30
Q2 2026
5961
Eagle Strategies LLC
56
$1.0B273
Jun 30
Q2 2026
5962
PATTON ALBERTSON MILLER GROUP, LLC
56
$1.0B213
Jun 30
Q2 2026
5963
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
56
$1.0B219
Jun 30
Q2 2026
5964
Paloma Partners Management Co
56
$549M58
Dec 31
Q4 2025
5965
PBMares Wealth Management LLC
56
$517M98
Sep 30
Q3 2025
5966
Eldred Rock Partners, LLC
56
$465M29
Jun 30
Q2 2026
5967
Argos Wealth Advisors, LLC
56
$378M224
Jun 30
Q2 2026
5968
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
56
$373M29
Jun 30
Q2 2026
5969
Concord Investment Counsel Inc.
56
$366M50
Jun 30
Q2 2026
5970
Pillsbury Lake Capital LLC
56
$366M44
Jun 30
Q2 2026
5971
VMS Asset Management Limited
56
$315M34
Jun 30
Q2 2026
5972
Ravenswood Partners LP
56
$313M36
Jun 30
Q2 2026
5973
SOUTHERN MICHIGAN BANK & TRUST
56
$281M422
Jun 30
Q2 2026
5974
Baugh & Associates, LLC
56
$226M42
Jun 30
Q2 2026
5975
FIRST COMMUNITY TRUST NA
56
$221M333
Jun 30
Q2 2026
5976
BEACON ADVISORS HOLDINGS, LLC
56
$204M37
Jun 30
Q2 2026
5977
Align Financial, LLC
56
$202M360
Jun 30
Q2 2026
5978
United Financial Planning Group LLC
56
$197M465
Jun 30
Q2 2026
5979
Argo Wealth Advisory, LLC
56
$181M50
Jun 30
Q2 2026
5980
Simcoe Capital LLC
56
$164M37
Jun 30
Q2 2026
5981
AlpenGlobal Capital LLC
56
$156M35
Jun 30
Q2 2026
5982
ENTRUST FINANCIAL LLC
56
$154M445
Jun 30
Q2 2026
5983
M3 Wealth Management, LLC
56
$154M35
Jun 30
Q2 2026
5984
Paladin Partners, LLC
56
$151M214
Jun 30
Q2 2026
5985
Castlefield Investment Partners LLP
56
$147M35
Jun 30
Q2 2026
5986
Gunpowder Capital Management, LLC dba Oliver Wealth Management
56
$142M408
Jun 30
Q2 2026
5987
KVP Capital Advisors, LP
56
$136M35
Jun 30
Q2 2026
5988
Ishara Investments LP
56
$136M41
Jun 30
Q2 2026
5989
McAlvany Wealth Management LLC
56
$134M48
Jun 30
Q2 2026
5990
Osbon Capital Management LLC
56
$127M427
Jun 30
Q2 2026
5991
Walsh & Associates, LLC
56
$122M245
Jun 30
Q2 2026
5992
RHL GROUP, LLC
56
$120M272
Jun 30
Q2 2026
5993
Grand Central Investment Group
56
$120M40
Jun 30
Q2 2026
5994
Corecam AG
56
$117M50
Jun 30
Q2 2026
5995
Titiun Yejiel
56
$115M40
Jun 30
Q2 2026
5996
Teucrium Investment Advisors, LLC
56
$112M47
Jun 30
Q2 2026
5997
FinArc Investments, Inc.
56
$110M43
Jun 30
Q2 2026
5998
Select Equity Group, L.P.
56
$23.2B182
Dec 31
Q4 2025
5999
OpenArc Corporate Advisory, LLC
56
$8.4B789
Jun 30
Q2 2026
6000
Apella Capital, LLC
56
$7.1B753
Jun 30
Q2 2026
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