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.

Sort by

Ranked by Whale ScoreShowing rows 7297–7344

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7297

LFA - Lugano Financial Advisors SA

waypoint wealth counsel

Chung Wu Investment Group, LLC

Dorato Capital Management

Accordant Advisory Group Inc

Elizabeth Park Capital Advisors, Ltd.

BLUELINE ADVISORS LLC

Nalls Sherbakoff Group, LLC

Cypress Capital Management LLC (WY)

Minot DeBlois Advisors LLC

Capital Asset Managemnet, LLC

Garton & Associates Financial Advisors LLC

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.

Advisors Asset Management, Inc.

Atlantic Union Bankshares Corp

KENNEDY CAPITAL MANAGEMENT LLC

Twin Tree Management, LP

FARMERS & MERCHANTS INVESTMENTS INC

Capital Analysts, LLC

RIVERNORTH CAPITAL MANAGEMENT, LLC

THOROUGHBRED FINANCIAL SERVICES, LLC

PRAXIS INVESTMENT MANAGEMENT INC

Titan Investment Solutions Ltd

McMillan Office, Inc.

Bordeaux Wealth Advisors LLC

Keating Financial Advisory Services, Inc.

Basecamp Wealth Advisors LLC

Vickerman Investment Advisors, Inc.

F&V Capital Management, LLC

$473M59

Mar 31

Q1 2026

← PreviousPage 153 of 194 · 9,286 filersNext →