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 60016048
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
6001
Wealthcare Advisory Partners LLC
56
$5.3B1,084
Jun 30
Q2 2026
6002
SIG BROKERAGE, LP
56
$5.1B905
Jun 30
Q2 2026
6003
Smithfield Trust Co
56
$2.3B1,329
Mar 31
Q1 2026
6004
Harraden Circle Investments, LLC
56
$784M236
Jun 30
Q2 2026
6005
Volterra Technologies LP
56
$694M303
Jun 30
Q2 2026
6006
GABELLI & Co INVESTMENT ADVISERS, INC.
56
$688M316
Jun 30
Q2 2026
6007
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN
56
$492M258
Jun 30
Q2 2026
6008
Ayalon Insurance Comp Ltd.
56
$490M61
Mar 31
Q1 2026
6009
LONGFELLOW INVESTMENT MANAGEMENT CO LLC
56
$489M244
Jun 30
Q2 2026
6010
Field & Main Bank
56
$485M340
Jun 30
Q2 2026
6011
CAPITAL CITY TRUST CO/FL
56
$482M211
Jun 30
Q2 2026
6012
Maxi Investments CY Ltd
56
$458M83
Mar 31
Q1 2026
6013
Advus Financial Partners, LLC
56
$441M261
Jun 30
Q2 2026
6014
Brown Miller Wealth Management, LLC
56
$397M291
Jun 30
Q2 2026
6015
Decagon Asset Management LLP
56
$386M77
Mar 31
Q1 2026
6016
One Degree Advisors Inc
56
$381M72
Mar 31
Q1 2026
6017
Robinswood Financial LLC
56
$349M435
Jun 30
Q2 2026
6018
East Coast Asset Management, LLC.
56
$303M68
Mar 31
Q1 2026
6019
Asset Allocation & Management Company, LLC
56
$270M94
Mar 31
Q1 2026
6020
Mirabaud & Cie SA
56
$246M54
Mar 31
Q1 2026
6021
ENTERPRISE FINANCIAL SERVICES CORP
56
$245M352
Jun 30
Q2 2026
6022
C M BIDWELL & ASSOCIATES LTD
56
$245M495
Jun 30
Q2 2026
6023
CHELSEA COUNSEL CO
56
$236M237
Jun 30
Q2 2026
6024
Silver Oak Advisory Group, Inc.
56
$232M80
Mar 31
Q1 2026
6025
GRATIA CAPITAL, LLC
56
$227M64
Mar 31
Q1 2026
6026
Elite Financial, Inc.
56
$223M54
Mar 31
Q1 2026
6027
R. W. Roge & Company, Inc.
56
$210M66
Mar 31
Q1 2026
6028
Columbia River Financial Group, LLC
56
$172M58
Mar 31
Q1 2026
6029
INTEGRITY WEALTH ADVISORS, INC.
56
$168M73
Mar 31
Q1 2026
6030
Stonekeep Investments, LLC
56
$154M66
Mar 31
Q1 2026
6031
MAGNOLIA CAPITAL MANAGEMENT LTD
56
$148M74
Mar 31
Q1 2026
6032
BROADWATER CAPITAL MANAGEMENT LLC
56
$138M208
Jun 30
Q2 2026
6033
Bey-Douglas LLC
56
$115M56
Mar 31
Q1 2026
6034
Glaxis Capital Management, LLC
56
$50M41
Jun 30
Q2 2026
6035
B&I Capital AG
56
$45M28
Jun 30
Q2 2026
6036
CROSSPOINT FINANCIAL, LLC
56
$44M39
Jun 30
Q2 2026
6037
Corundum Trust Company, INC
56
$37M28
Jun 30
Q2 2026
6038
Berry Wealth Group, LP
56
$31M34
Jun 30
Q2 2026
6039
CSU Producer Resources, Inc.
56
$30M22
Jun 30
Q2 2026
6040
MGO Private Wealth, LLC
56
$21M28
Jun 30
Q2 2026
6041
Prossimo Advisors, LLC
56
$17M24
Jun 30
Q2 2026
6042
PROTECTIVE LIFE CORP
56
$14M43
Jun 30
Q2 2026
6043
Wells Financial Advisors INC
56
$11M42
Jun 30
Q2 2026
6044
OPPENHEIMER ASSET MANAGEMENT INC.
56
$9.6B3,258
Jun 30
Q2 2026
6045
KESTRA PRIVATE WEALTH SERVICES, LLC
56
$9.1B1,817
Jun 30
Q2 2026
6046
BOOTHBAY FUND MANAGEMENT, LLC
56
$7.6B2,199
Jun 30
Q2 2026
6047
Prospera Financial Services Inc
56
$6.9B1,468
Jun 30
Q2 2026
6048
Curi Capital, LLC
56
$6.5B1,569
Jun 30
Q2 2026
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