The Whale Ledger13F Filings9,285 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,285 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6865–6912
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
6865
OVERSEA-CHINESE BANKING Corp Ltd
52
$4.7B705
Jun 30
Q2 2026
6866
Americana Partners, LLC
52
$4.4B596
Jun 30
Q2 2026
6867
Metis Global Partners, LLC
52
$4.4B714
Jun 30
Q2 2026
6868
Independent Advisor Alliance
52
$4.3B1,778
Jun 30
Q2 2026
6869
Snowden Capital Advisors LLC
52
$4.2B1,333
Jun 30
Q2 2026
6870
WCG Wealth Advisors LLC
52
$4.2B555
Jun 30
Q2 2026
6871
Sigma Planning Corp
52
$4.0B1,404
Jun 30
Q2 2026
6872
SummitTX Capital, L.P.
52
$3.9B762
Jun 30
Q2 2026
6873
Larson Financial Group LLC
52
$3.8B3,846
Jun 30
Q2 2026
6874
QUADRANT CAPITAL GROUP LLC
52
$3.7B1,229
Sep 30
Q3 2026
6875
One Capital Management, LLC
52
$3.6B523
Jun 30
Q2 2026
6876
LEVEL FOUR ADVISORY SERVICES, LLC
52
$3.5B935
Jun 30
Q2 2026
6877
STOCK YARDS BANK & TRUST CO
52
$3.5B694
Jun 30
Q2 2026
6878
Argent Trust Co
52
$3.5B1,617
Jun 30
Q2 2026
6879
VestGen Advisors, LLC
52
$3.4B1,093
Jun 30
Q2 2026
6880
Pallas Capital Advisors LLC
52
$3.2B1,034
Jun 30
Q2 2026
6881
Meridian Wealth Management, LLC
52
$3.2B837
Jun 30
Q2 2026
6882
TOKIO MARINE ASSET MANAGEMENT CO LTD
52
$3.2B632
Jun 30
Q2 2026
6883
INTEGRITY ALLIANCE, LLC.
52
$3.2B858
Jun 30
Q2 2026
6884
Gladstone Institutional Advisory LLC
52
$3.2B892
Jun 30
Q2 2026
6885
Belpointe Asset Management LLC
52
$3.1B1,121
Jun 30
Q2 2026
6886
Proficio Capital Partners LLC
52
$2.8B691
Jun 30
Q2 2026
6887
Meeder Advisory Services, Inc.
52
$2.7B742
Jun 30
Q2 2026
6888
ROTHSCHILD INVESTMENT LLC
52
$2.7B3,636
Jun 30
Q2 2026
6889
INSIGNEO ADVISORY SERVICES, LLC
52
$2.7B1,104
Jun 30
Q2 2026
6890
Prosperity Consulting Group, LLC
52
$2.6B636
Jun 30
Q2 2026
6891
FLAGSHIP HARBOR ADVISORS, LLC
52
$2.6B752
Jun 30
Q2 2026
6892
PFG Investments, LLC
52
$2.6B1,295
Jun 30
Q2 2026
6893
Moors & Cabot, Inc.
52
$2.6B961
Jun 30
Q2 2026
6894
Pine Valley Investments Ltd Liability Co
52
$2.5B610
Jun 30
Q2 2026
6895
Visionary Wealth Advisors
52
$2.5B666
Jun 30
Q2 2026
6896
Csenge Advisory Group
52
$2.5B764
Jun 30
Q2 2026
6897
SouthState Bank Corp
52
$2.4B1,770
Jun 30
Q2 2026
6898
MONTAG A & ASSOCIATES INC
52
$2.4B956
Jun 30
Q2 2026
6899
Cornerstone Wealth Management, LLC
52
$2.3B745
Jun 30
Q2 2026
6900
SYON CAPITAL LLC
52
$2.3B950
Jun 30
Q2 2026
6901
Meiji Yasuda Asset Management Co Ltd.
52
$2.2B596
Jun 30
Q2 2026
6902
Integrated Advisors Network LLC
52
$2.2B675
Sep 30
Q3 2026
6903
MONEY CONCEPTS CAPITAL CORP
52
$2.2B633
Jun 30
Q2 2026
6904
CREATIVE FINANCIAL DESIGNS INC /ADV
52
$2.1B2,262
Jun 30
Q2 2026
6905
Kovack Advisors, Inc.
52
$2.1B1,070
Jun 30
Q2 2026
6906
OSTRUM ASSET MANAGEMENT
52
$2.1B549
Jun 30
Q2 2026
6907
Kathmere Capital Management, LLC
52
$2.1B720
Sep 30
Q3 2026
6908
Jacobi Capital Management LLC
52
$2.0B644
Jun 30
Q2 2026
6909
Aprio Wealth Management, LLC
52
$2.0B636
Jun 30
Q2 2026
6910
Trek Financial, LLC
52
$2.0B504
Jun 30
Q2 2026
6911
Strategic Blueprint, LLC
52
$2.0B697
Jun 30
Q2 2026
6912
NWAM LLC
52
$2.0B684
Jun 30
Q2 2026
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