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 7873–7920
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
7873
Sovereign's Capital Management, LLC
49
$150M70
Jun 30
Q2 2026
7874
EJF Capital LLC
49
$150M72
Jun 30
Q2 2026
7875
Ares Financial Consulting, LLC
49
$145M1,069
Sep 30
Q3 2026
7876
Illumine Investment Management, LLC
49
$144M107
Sep 30
Q3 2026
7877
OUTFITTERS FINANCIAL LLC
49
$143M80
Jun 30
Q2 2026
7878
Hillman Capital Management, Inc.
49
$138M54
Jun 30
Q2 2026
7879
HANSEATIC MANAGEMENT SERVICES INC
49
$136M83
Jun 30
Q2 2026
7880
RD Lewis Holdings, Inc.
49
$135M88
Jun 30
Q2 2026
7881
Barnett & Company, Inc.
49
$135M86
Jun 30
Q2 2026
7882
Elevated Private Wealth, LLC
49
$134M80
Sep 30
Q3 2026
7883
Peapod Lane Capital LLC
49
$134M59
Sep 30
Q3 2026
7884
Wagner Wealth Management, Corp
49
$128M100
Sep 30
Q3 2026
7885
FELL CAPITAL MANAGEMENT /ADV
49
$116M94
Sep 30
Q3 2026
7886
Shepherd Street Advisors LLC
49
$116M85
Sep 30
Q3 2026
7887
UMB Private Wealth Management, LLC
49
$103M1,410
Sep 30
Q3 2026
7888
Willow Creek Capital Management, Inc.
49
$103M100
Sep 30
Q3 2026
7889
Parrish Capital LLC
49
$103M84
Sep 30
Q3 2026
7890
Stenham Asset Management (UK) Plc
49
$90M16
Dec 31
Q4 2025
7891
Ridgemont Partners Management, LLC
49
$50M1
Sep 30
Q3 2025
7892
De Lisle Partners LLP
49
$916M178
Jun 30
Q2 2026
7893
Coho Partners, Ltd.
49
$779M32
Sep 30
Q3 2025
7894
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO
49
$759M39
Sep 30
Q3 2025
7895
OPAL CAPITAL LLC
49
$560M138
Jun 30
Q2 2026
7896
Marion Wealth Management
49
$508M161
Sep 30
Q3 2026
7897
Park Edge Advisors, LLC
49
$475M154
Jun 30
Q2 2026
7898
Austin Wealth Management, LLC
49
$473M126
Jun 30
Q2 2026
7899
DeDora Capital, Inc.
49
$460M129
Jun 30
Q2 2026
7900
Cerro Pacific Wealth Advisors LLC
49
$458M171
Sep 30
Q3 2026
7901
INTEGRAL INVESTMENT ADVISORS, INC.
49
$454M181
Jun 30
Q2 2026
7902
Warren Street Wealth Advisors, LLC
49
$448M156
Jun 30
Q2 2026
7903
Duncan Williams Asset Management, LLC
49
$444M172
Jun 30
Q2 2026
7904
City State Bank
49
$441M864
Sep 30
Q3 2026
7905
CITIZENS & NORTHERN CORP
49
$438M117
Jun 30
Q2 2026
7906
One Charles Private Wealth Services, LLC
49
$434M177
Jun 30
Q2 2026
7907
BWM Planning, LLC
49
$431M141
Jun 30
Q2 2026
7908
Hunter Perkins Capital Management, LLC
49
$427M143
Mar 31
Q1 2026
7909
Rinkey Investments
49
$425M128
Jun 30
Q2 2026
7910
AVALON CAPITAL MANAGEMENT
49
$423M130
Jun 30
Q2 2026
7911
Sandy Cove Advisors, LLC
49
$400M162
Jun 30
Q2 2026
7912
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
49
$396M142
Jun 30
Q2 2026
7913
WEBSTERROGERS FINANCIAL ADVISORS, LLC
49
$390M103
Jun 30
Q2 2026
7914
Cape Investment Advisory, Inc.
49
$388M2,097
Sep 30
Q3 2026
7915
Balance Wealth, LLC
49
$376M165
Jun 30
Q2 2026
7916
Pinnacle Bancorp, Inc.
49
$375M924
Sep 30
Q3 2026
7917
B.O.S.S. Retirement Advisors, LLC
49
$370M157
Jun 30
Q2 2026
7918
Wood Tarver Financial Group, LLC
49
$362M155
Mar 31
Q1 2026
7919
WATERSHED PRIVATE WEALTH LLC
49
$355M120
Jun 30
Q2 2026
7920
INVESTMENT ADVISORY SERVICES INC /TX /ADV
49
$347M140
Jun 30
Q2 2026
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