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 6001–6048

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6001

Measured Risk Portfolios, Inc.

Burkett Asset Management Ltd

Indie Asset Partners, LLC

Kachkovsky & Fisher, Inc.

Lionsbridge Wealth Management LLC

Myriad Asset Management US LP

IDG Technology Venture Investment IV, LLC

Arlington Partners LLC

Aurelius Capital Management, LP

RIVERBRIDGE PARTNERS LLC

COOPER CREEK PARTNERS MANAGEMENT LLC

Parkway Wealth Management Group, LLC

Tulsa Wealth Advisors, INC

VEGA INVESTMENT SOLUTIONS

CLEAR WAVE WEALTH MANAGEMENT LLC

Navigation Group, LLC

Benin Management CORP

Cypress Point Wealth Management, LLC

Prentice Wealth Management LLC

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Henrickson Nauta Wealth Advisors, Inc.

ARK & TLK INVESTMENTS, LLC

PENOBSCOT WEALTH MANAGEMENT

Omnia Family Wealth, LLC

Planned Solutions, Inc.

Olde Wealth Management, LLC

ACCESS FINANCIAL SERVICES, INC.

Martin Capital Partners, LLC

Exeter Financial, LLC

EAGLE WEALTH STRATEGIES LLC

Finley Financial, LLC

Second Half Financial Partners, LLC

$244M109

Jun 30

Q2 2026

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