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.

Sort by
Ranked by Whale ScoreShowing rows 69617008
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
6961
Bragg Financial Advisors, Inc
54
$3.7B363
Jun 30
Q2 2026
6962
BRAIDWELL LP
54
$3.0B88
Mar 31
Q1 2026
6963
ArrowMark Colorado Holdings LLC
54
$2.4B296
Jun 30
Q2 2026
6964
PDT Partners, LLC
54
$1.9B489
Jun 30
Q2 2026
6965
Rheos Capital Works Inc.
54
$1.5B73
Mar 31
Q1 2026
6966
Gillson Capital LP
54
$1.2B69
Mar 31
Q1 2026
6967
Parkwood LLC
54
$1.1B85
Mar 31
Q1 2026
6968
Twelve Points Wealth Management LLC
54
$499M213
Jun 30
Q2 2026
6969
Uniting Wealth Partners, LLC
54
$492M207
Jun 30
Q2 2026
6970
Berkeley Capital Partners, LLC
54
$486M203
Jun 30
Q2 2026
6971
Heartland Bank & Trust Co
54
$483M358
Jun 30
Q2 2026
6972
May Hill Capital, LLC
54
$479M256
Jun 30
Q2 2026
6973
Joseph Group Capital Management
54
$476M387
Jun 30
Q2 2026
6974
D.B. Root & Company, LLC
54
$471M207
Jun 30
Q2 2026
6975
SPEECE THORSON CAPITAL GROUP INC
54
$468M37
Jun 30
Q2 2026
6976
GUIDANCE CAPITAL, INC
54
$468M233
Jun 30
Q2 2026
6977
Investment Advisory Group, LLC
54
$461M220
Jun 30
Q2 2026
6978
Peterson Wealth Services
54
$459M245
Jun 30
Q2 2026
6979
Brand Asset Management Group, Inc.
54
$452M223
Jun 30
Q2 2026
6980
FLAGSHIP WEALTH ADVISORS, LLC
54
$447M484
Jun 30
Q2 2026
6981
Columbia Bank
54
$446M270
Jun 30
Q2 2026
6982
Westend Capital Management, LLC
54
$437M242
Jun 30
Q2 2026
6983
Atlatl Advisers LLC
54
$421M459
Jun 30
Q2 2026
6984
Bond & Devick Financial Network, Inc.
54
$406M207
Jun 30
Q2 2026
6985
Keystone Financial Services
54
$388M283
Jun 30
Q2 2026
6986
Hobbs Group Advisors, LLC
54
$380M205
Jun 30
Q2 2026
6987
WEALTH EFFECTS LLC
54
$370M256
Jun 30
Q2 2026
6988
Missouri Trust & Investment Co
54
$368M204
Jun 30
Q2 2026
6989
Indiana Trust & Investment Management Co
54
$366M480
Jun 30
Q2 2026
6990
ONE WEALTH CAPITAL MANAGEMENT, LLC
54
$355M233
Jun 30
Q2 2026
6991
Advisor Resource Council
54
$355M276
Jun 30
Q2 2026
6992
Robinswood Financial LLC
54
$349M435
Jun 30
Q2 2026
6993
Ameliora Wealth Management Ltd.
54
$337M229
Jun 30
Q2 2026
6994
Argentarii, LLC
54
$332M213
Jun 30
Q2 2026
6995
MORRIS FINANCIAL CONCEPTS, INC.
54
$326M204
Jun 30
Q2 2026
6996
Investment Research & Advisory Group, Inc.
54
$324M315
Jun 30
Q2 2026
6997
Jackson, Grant Investment Advisers, Inc.
54
$322M421
Jun 30
Q2 2026
6998
1 NORTH WEALTH SERVICES LLC
54
$306M309
Jun 30
Q2 2026
6999
Sawyer & Company, Inc
54
$298M202
Jun 30
Q2 2026
7000
Decker Retirement Planning Inc.
54
$294M441
Jun 30
Q2 2026
7001
Solstein Capital, LLC
54
$292M434
Jun 30
Q2 2026
7002
Cambridge Financial Group, Inc.
54
$287M33
Jun 30
Q2 2026
7003
Mechanics Financial Corp
54
$280M296
Jun 30
Q2 2026
7004
Roubaix Capital, LLC
54
$279M50
Jun 30
Q2 2026
7005
TIEMANN INVESTMENT ADVISORS, LLC
54
$276M207
Jun 30
Q2 2026
7006
MB, LEVIS & ASSOCIATES, LLC
54
$271M254
Jun 30
Q2 2026
7007
Game Plan Financial Advisors, LLC
54
$269M465
Jun 30
Q2 2026
7008
ANB BANK
54
$268M201
Jun 30
Q2 2026
← PreviousPage 146 of 194 · 9,303 filersNext →