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 6145–6192

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6145

NAPLES GLOBAL ADVISORS, LLC

Coastal Bridge Advisors, LLC

Sound View Wealth Advisors Group, LLC

Beaumont Financial Advisors, LLC

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

Stonebridge Capital Advisors LLC

CREDIT INDUSTRIEL ET COMMERCIAL

COZAD ASSET MANAGEMENT INC

Cumberland Partners Ltd

MANGROVE PARTNERS IM, LLC

Atika Capital Management LLC

ProVise Management Group, LLC

LEVIN CAPITAL STRATEGIES, L.P.

Penobscot Investment Management Company, Inc.

Nilsine Partners, LLC

NOVARE CAPITAL MANAGEMENT LLC

Van Hulzen Asset Management, LLC

NewSquare Capital LLC

Applied Finance Capital Management, LLC

Baader Bank Aktiengesellschaft

Radcliffe Capital Management, L.P.

Journey Advisory Group, LLC

FourThought Financial Partners, LLC

NAVELLIER & ASSOCIATES INC

Rossmore Private Capital

SPIREPOINT PRIVATE CLIENT, LLC

Allen Capital Group, LLC

BANK OF NOVA SCOTIA TRUST CO

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

TOWER BRIDGE ADVISORS

Trivium Point Advisory, LLC

$1.1B354

Jun 30

Q2 2026

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