The Whale Ledger13F Filings9,302 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,302 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 7105–7152

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7105

Nalls Sherbakoff Group, LLC

Barnes Dennig Private Wealth Management LLC

Cypress Capital Management LLC (WY)

Minot DeBlois Advisors LLC

Financially in Tune, LLC

Capital Developers, LLC

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.

Capital Asset Managemnet, LLC

Garton & Associates Financial Advisors LLC

Brookstone Capital Management

Atria Investments, Inc

Illinois Municipal Retirement Fund

Advisory Services Network, LLC

HARBOUR INVESTMENTS, INC.

J. Safra Sarasin Holding AG

Arkadios Wealth Advisors

Global Retirement Partners, LLC

GREAT VALLEY ADVISOR GROUP, INC.

Atlantic Union Bankshares Corp

KENNEDY CAPITAL MANAGEMENT LLC

Twin Tree Management, LP

Y-Intercept (Hong Kong) Ltd

Willow Creek Wealth Management Inc.

Titan Investment Solutions Ltd

McMillan Office, Inc.

Keating Financial Advisory Services, Inc.

Basecamp Wealth Advisors LLC

First Fiduciary Investment Counsel, Inc.

VALICENTI ADVISORY SERVICES INC

HEIGHTS CAPITAL MANAGEMENT, INC

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Lloyd Harbor Capital Management, LLC

Triveni Capital Investments LP

Contango Wealth Management LLC

Legato Capital Management LLC

Smith Anglin Financial, LLC

Opus Capital Group, LLC

$930M139

Mar 31

Q1 2026

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