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 6049–6096

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6049

EVERGREEN CAPITAL MANAGEMENT LLC

BRIDGEWAY CAPITAL MANAGEMENT, LLC

ELEVATION POINT WEALTH PARTNERS, LLC

Parkman Healthcare Partners LLC

RPG Investment Advisory, LLC

NICOLA WEALTH MANAGEMENT LTD.

Alley Investment Management Company, LLC

First Pacific Financial

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Arkos Global Advisors

Cornerstone Planning Group LLC

Alpine Bank Wealth Management

Clearstead Trust, LLC

United Capital Management of KS, Inc.

TORRAY INVESTMENT PARTNERS LLC

Herald Investment Management Ltd

ZEVIN ASSET MANAGEMENT LLC

Bell Investment Advisors, Inc

TSG Advice Partners, LLC

Goodman Financial Corp

Te Ahumairangi Investment Management Ltd

SKBA CAPITAL MANAGEMENT LLC

High Note Wealth, LLC

Strong Tower Advisory Services

Foresight Group Ltd Liability Partnership

FWL INVESTMENT MANAGEMENT, LLC

Abacus FCF Advisors LLC

Rosenberg Matthew Hamilton

Altrius Capital Management Inc

Fortitude Family Office, LLC

Rialto Wealth Management, LLC

Gitterman Wealth Management, LLC

Alden Global Capital LLC

Walleye Partners, LLC

Amplify Investments, LLC

Munich Reinsurance Co Stock Corp in Munich

BCV Asset Management Inc.

ANDERSON HOAGLAND & CO

Northside Capital Management, LLC

Insight Wealth Strategies, LLC

DUPONT CAPITAL MANAGEMENT CORP

$879M101

Mar 31

Q1 2026

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