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 7681–7728

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7681

HANSEATIC MANAGEMENT SERVICES INC

RD Lewis Holdings, Inc.

Barnett & Company, Inc.

Alpha Cubed Investments, LLC

Litman Gregory Wealth Management LLC

Austin Private Wealth, LLC

ARDSLEY ADVISORY PARTNERS LP

De Lisle Partners LLP

Financial Enhancement Group LLC

MLG Wealth Management DBA Pine Grove Financial Group

CULLEN INVESTMENT GROUP, LTD.

Capital Investment Counsel, LLC

EAGLE ROCK INVESTMENT COMPANY, LLC

PERRYMAN FINANCIAL ADVISORY INC /AD

Advisory Resource Group

Allen Mooney & Barnes Investment Advisors LLC

CMH Wealth Management LLC

Clear Trail Advisors, LLC

Perennial Advisors, LLC

Newman Dignan & Sheerar, Inc.

Crumly & Associates Inc.

FIRST NATIONAL BANK SIOUX FALLS

SHIKIAR ASSET MANAGEMENT INC

Corigliano Investment Advisers, LLC

Occam Crest Management LP

STONERIDGE INVESTMENT PARTNERS LLC

GRIZZLYROCK CAPITAL, LLC

GLOBAL STRATEGIC MANAGEMENT INC

Covalent Partners LLC

TWO SIGMA ADVISERS, LP

THOMPSON SIEGEL & WALMSLEY LLC

WoodTrust Financial Corp

SkyView Investment Advisors, LLC

Northwest Bancshares, Inc.

Waypoint Wealth Partners Inc.

Tieton Capital Management, LLC

TEXAS CAPITAL BANCSHARES INC/TX

David Wealth Management LLC

LOCKERMAN FINANCIAL GROUP, INC.

$65M104

Jun 30

Q2 2026

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