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 7825–7872

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7825

Freshford Capital Management, LLC

Vertrix Wealth Management, LLC

Altman Advisors, Inc.

American Capital Advisory, LLC

Kerusso Capital Management LLC

Lloyd Advisory Services, LLC.

Ballast Asset Management, LP

NIA IMPACT ADVISORS, LLC

Soviero Asset Management, LP

TOUNJIAN ADVISORY PARTNERS, LLC

Kensington Investment Counsel, LLC

Strive Financial Group ,LLC

Signet Investment Advisory Group, Inc.

Beech Hill Advisors, Inc.

Boomfish Wealth Group, LLC

MPWM ADVISORY SOLUTIONS, LLC

BELLEVUE ASSET MANAGEMENT, LLC

Pullen Investment Management, LLC

Galaxy Digital Capital Management GP LLC

Loudon Investment Management, LLC

American Trust Investment Advisors, LLC

Williamson Legacy Group, LLC

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Integras Partners LLC

IMG Wealth Management, Inc.

Strong Retirement Solutions LLC

PRING TURNER CAPITAL GROUP INC

Triton Financial Group Inc

Collar Capital Management, LLC

Planning Strategies Inc.

365 WMG Private Fund I: Primus Fund LLC

BLUE JEAN FINANCIAL LLC

Bruce G. Allen Investments, LLC

GraniteShares Advisors LLC

LRT Capital Management, LLC

Northern Financial Advisors Inc

RIK SAYLOR FINANCIAL, INC.

Kennondale Capital Management LLC

$150M80

Jun 30

Q2 2026

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