The Whale Ledger13F Filings9,280 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,280 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6337–6384

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

NICOLA WEALTH MANAGEMENT LTD.

Alley Investment Management Company, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Clearstead Trust, LLC

United Capital Management of KS, Inc.

TORRAY INVESTMENT PARTNERS LLC

ZEVIN ASSET MANAGEMENT LLC

Bell Investment Advisors, Inc

Goodman Financial Corp

Te Ahumairangi Investment Management Ltd

SKBA CAPITAL MANAGEMENT LLC

High Note Wealth, LLC

Foresight Group Ltd Liability Partnership

FWL INVESTMENT MANAGEMENT, LLC

Abacus FCF Advisors LLC

Altrius Capital Management Inc

Rialto Wealth Management, LLC

First Fiduciary Investment Counsel, Inc.

AMI INVESTMENT MANAGEMENT INC

Advanced Asset Management Advisors Inc

Lloyd Harbor Capital Management, LLC

Triveni Capital Investments LP

Key Colony Management, LLC

Amplify Investments, LLC

Munich Reinsurance Co Stock Corp in Munich

BCV Asset Management Inc.

Smith Anglin Financial, LLC

Central Pacific Bank - Trust Division

Opus Capital Group, LLC

WENDELL DAVID ASSOCIATES INC

THOMPSON INVESTMENT MANAGEMENT, INC.

Newbridge Financial Services Group, Inc.

American Financial Advisors, LLC

Sharkey, Howes & Javer

King Wealth Management Group

Annandale Capital, LLC

Capital Planning Advisors, LLC

Armbruster Capital Management, Inc.

Ironwood Financial, llc

Stenger Family Office, LLC

FRG Family Wealth Advisors LLC

$611M156

Mar 31

Q1 2026

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