The Whale Ledger13F Filings9,286 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,286 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 7201–7248

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7201

Osmosis Investment Management UK Ltd

Emerald Investment Advisers, LLC

Spartan Wealth Advisory Services LLC

TritonPoint Partners, LLC

Embree Financial Group

Revolve Wealth Partners, LLC

Allegheny Financial Group

FSM Wealth Advisors, LLC

Arista Wealth Management, LLC

ARVEST INVESTMENTS, INC.

KAVAR CAPITAL PARTNERS GROUP, LLC

Redwood Investment Management, LLC

WoodTrust Financial Corp

Horst & Graben Wealth Management LLC

NORTHWEST WEALTH MANAGEMENT, LLC

SkyView Investment Advisors, LLC

Security Financial Services, INC.

Canvas Wealth Advisors, LLC

DELTEC ASSET MANAGEMENT LLC

Grey Fox Wealth Advisors, LLC

Northwest Bancshares, Inc.

Waypoint Wealth Partners Inc.

Tieton Capital Management, LLC

TEXAS CAPITAL BANCSHARES INC/TX

Cladis Investment Advisory, LLC

David Wealth Management LLC

Professional Financial Management, Inc.

LOCKERMAN FINANCIAL GROUP, INC.

Motley Fool Wealth Management, LLC

Belfer Management LLC

Cambridge Investment Research Advisors, Inc.

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

EMERALD ADVISERS, LLC

PRIVATE MANAGEMENT GROUP INC

Bragg Financial Advisors, Inc

ArrowMark Colorado Holdings LLC

Ion Asset Management Ltd.

HARVEY INVESTMENT CO LLC

$909M99

Mar 31

Q1 2026

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