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 7777–7824
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
7777
Alley Investment Management Company, LLC
50
$856M89
Jun 30
Q2 2026
7778
Crews Bank & Trust
50
$766M662
Jun 30
Q2 2026
7779
TSFG, LLC
50
$659M866
Mar 31
Q1 2026
7780
Systelligence, LLC
50
$599M62
Jun 30
Q2 2026
7781
High Note Wealth, LLC
50
$586M959
Jun 30
Q2 2026
7782
Farmers National Bank
50
$479M245
Jun 30
Q2 2026
7783
VALICENTI ADVISORY SERVICES INC
50
$459M84
Mar 31
Q1 2026
7784
MONTCHANIN ASSET MANAGEMENT, LLC
50
$94M55
Mar 31
Q1 2026
7785
Contango Wealth Management LLC
50
$86M52
Mar 31
Q1 2026
7786
AKO CAPITAL LLP
50
$4M22
Jun 30
Q2 2026
7787
J. Goldman & Co LP
49
$3.9B684
Jun 30
Q2 2026
7788
Lighthouse Investment Partners, LLC
49
$3.7B840
Jun 30
Q2 2026
7789
Dynamic Advisor Solutions LLC
49
$3.5B1,029
Sep 30
Q3 2026
7790
WINTON GROUP Ltd
49
$3.1B1,137
Jun 30
Q2 2026
7791
Western Wealth Management, LLC
49
$3.1B1,291
Jun 30
Q2 2026
7792
EverSource Wealth Advisors, LLC
49
$3.0B21,449
Jun 30
Q2 2026
7793
KINGSWOOD WEALTH ADVISORS, LLC
49
$2.5B997
Jun 30
Q2 2026
7794
Inspire Investing, LLC
49
$2.4B1,266
Jun 30
Q2 2026
7795
New Age Alpha Advisors, LLC
49
$2.4B927
Jun 30
Q2 2026
7796
Dorsey & Whitney Trust CO LLC
49
$2.1B4,887
Jun 30
Q2 2026
7797
Campbell & CO Investment Adviser LLC
49
$1.9B1,005
Jun 30
Q2 2026
7798
DARK FOREST CAPITAL MANAGEMENT LP
49
$1.5B777
Jun 30
Q2 2026
7799
Linden Thomas Advisory Services, LLC
49
$1.3B552
Sep 30
Q3 2026
7800
WENDELL DAVID ASSOCIATES INC
49
$919M151
Mar 31
Q1 2026
7801
FJ Capital Management LLC
49
$906M128
Dec 31
Q4 2025
7802
FRG Family Wealth Advisors LLC
49
$611M156
Mar 31
Q1 2026
7803
OAK HILL WEALTH ADVISORS, LLC
49
$534M148
Sep 30
Q3 2025
7804
Long Run Wealth Advisors, LLC
49
$531M106
Dec 31
Q4 2025
7805
Dunhill Financial, LLC
49
$489M1,617
Jun 30
Q2 2026
7806
Lorne Steinberg Wealth Management Inc.
49
$487M72
Jun 30
Q2 2026
7807
Winch Advisory Services, LLC
49
$481M568
Jun 30
Q2 2026
7808
Steamboat Capital Partners, LLC
49
$468M59
Jun 30
Q2 2026
7809
Tidemark, LLC
49
$444M935
Jun 30
Q2 2026
7810
Bay Harbor Wealth Management, LLC
49
$434M1,293
Jun 30
Q2 2026
7811
BankPlus Trust Department
49
$428M514
Jun 30
Q2 2026
7812
Measured Wealth Private Client Group, LLC
49
$414M723
Jun 30
Q2 2026
7813
Private Wealth Advisors, LLC
49
$391M95
Jun 30
Q2 2026
7814
Greystone Financial Group, LLC
49
$358M74
Jun 30
Q2 2026
7815
BARRETT & COMPANY, INC.
49
$357M707
Jun 30
Q2 2026
7816
Owl Creek Wealth Partners LLC
49
$355M1,318
Sep 30
Q3 2026
7817
PCJ Investment Counsel Ltd.
49
$348M62
Jun 30
Q2 2026
7818
Front Row Advisors LLC
49
$345M576
Jun 30
Q2 2026
7819
BCWM, LLC
49
$342M57
Jun 30
Q2 2026
7820
CLOVERFIELDS CAPITAL GROUP, LP
49
$331M90
Jun 30
Q2 2026
7821
Wealth Advisors of Tampa Bay, LLC
49
$327M94
Jun 30
Q2 2026
7822
Orion Capital Management LLC
49
$323M516
Jun 30
Q2 2026
7823
THEORY FINANCIAL LLC
49
$317M99
Jun 30
Q2 2026
7824
TOWLE & CO
49
$295M59
Jun 30
Q2 2026
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