The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6433–6480

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6433

Karpus Management, Inc.

Shellback Capital, LP

Integrity Advisory Solutions, LLC

Revolve Wealth Partners, LLC

Bath Savings Trust Co

Arista Wealth Management, LLC

Pitcairn Wealth Advisors LLC

FIDUCIARY FINANCIAL GROUP, LLC

OSLO PENSJONSFORSIKRING AS

Affinity Capital Advisors, LLC

Redwood Investment Management, LLC

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

NORTHWEST WEALTH MANAGEMENT, LLC

TRB Wealth Management, LLC

Canvas Wealth Advisors, LLC

Encompass More Asset Management

Chemistry Wealth Management LLC

Crusonia Wealth Advisors LLC

Perkins Coie Trust Co

Regent Peak Wealth Advisors LLC

J. Derek Lewis & Associates Inc.

Philadelphia Financial Management of San Francisco, LLC

Silver Rock Financial LP

BCK CAPITAL MANAGEMENT LP

TWIN CAPITAL MANAGEMENT INC

Symphony Financial, Ltd. Co.

HARVEY INVESTMENT CO LLC

1834 INVESTMENT ADVISORS CO

Ironwood Investment Counsel, LLC

SYCOMORE ASSET MANAGEMENT

Militia Capital Partners, LP

PETTYJOHN, WOOD & WHITE, INC

STRATEGY ASSET MANAGERS LLC

Mengis Capital Management, Inc.

APIS CAPITAL ADVISORS, LLC

Vancity Investment Management Ltd

HOLDERNESS INVESTMENTS CO

FLORIDA FINANCIAL ADVISORS, LLC

LOUISBOURG INVESTMENTS INC.

WINSLOW ASSET MANAGEMENT INC

$515M80

Mar 31

Q1 2026

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