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.

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Ranked by Whale ScoreShowing rows 7537–7584

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7537

Pensionfund DSM Netherlands

Wilian Securities, LLC

Polaris Investment Advisors, LLC

Sage Investment Advisers LLC

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Tenzing Financial LLC

Cassilly Financial Group LLC

Approach Retirement Advisors, LLC

Winter & Associates, Inc.

Sherman Wealth Management LLC

Vilga Financial Planning LLC

Eagle Wealth Advisors LLC

APS Management Group, Inc.

Box Hill Private Wealth LLC

Roan Capital Partners

Value Investment Professionals, LLC

Belleair Asset Management, LLC

Stillwater Private Wealth, LLC

CDM FINANCIAL COUNSELING SERVICES, INC.

IFC & Insurance Marketing, Inc.

CARY STREET PARTNERS FINANCIAL LLC

Lighthouse Investment Partners, LLC

Western Wealth Management, LLC

EverSource Wealth Advisors, LLC

GHP Investment Advisors, Inc.

KINGSWOOD WEALTH ADVISORS, LLC

Inspire Investing, LLC

New Age Alpha Advisors, LLC

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

Aventail Capital Group, LP

TruWealth Advisors, LLC

Dorsey & Whitney Trust CO LLC

Campbell & CO Investment Adviser LLC

DARK FOREST CAPITAL MANAGEMENT LP

Premier Fund Managers Ltd

CONNORS INVESTOR SERVICES INC

Zuckerman Investment Group, LLC

HIGHLINE WEALTH PARTNERS LLC

Dunhill Financial, LLC

Lorne Steinberg Wealth Management Inc.

Winch Advisory Services, LLC

Steamboat Capital Partners, LLC

$468M59

Jun 30

Q2 2026

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