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 6769–6816

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6769

Ballast Financial Advisors LLC

ZENITH SOLUTIONS, INC.

Catalyst Investment Management LLC

Unify Financial Advisors

Schuylkill Financial LLC

Walsky Investment Management, Inc.

Burkett Asset Management Ltd

Trailhead Planners LLC

Good Harbor Advisors, Inc.

Encore Global Management, LP

IDG Technology Venture Investment IV, LLC

Siguler Guff Advisers, LLC

Aurelius Capital Management, LP

Ameritas Investment Partners, Inc.

COOPER CREEK PARTNERS MANAGEMENT LLC

Churchill Financial Advisors, LLC

Rakuten Securities, Inc.

PLATINUM INVESTMENT MANAGEMENT LTD

GRAYBILL WEALTH MANAGEMENT, LTD.

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Olde Wealth Management, LLC

Summit Creek Advisors LLC

Breakwater Investment Management

First Bancorp, Inc /ME/

LYNX CAPITAL GROUP LTD /ADV

Evolution Advisers, Inc.

North Ridge Wealth Advisors, Inc.

Flavin Financial Services, Inc.

CAPITAL & PLANNING, LLC

SECTORAL ASSET MANAGEMENT INC

Weaver C. Barksdale & Associates, Inc.

Villanova Investment Management Co LLC

ARBOR CAPITAL MANAGEMENT INC /ADV

Inflection Point Holdings II LLC

One68 Global Capital, LLC

Worth Venture Partners, LLC

Silversmith Partners I GP, LLC

CoinFund Management LLC

$35M9

Mar 31

Q1 2026

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