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 7873–7920

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

DRIVE WEALTH MANAGEMENT, LLC

Rossby Financial, LCC

TOWNSQUARE CAPITAL LLC

JPL Wealth Management, LLC

AM INVESTMENT STRATEGIES LLC

Covenant Partners, LLC

PURE PORTFOLIOS HOLDINGS LLC

WFA Asset Management Corp

Guilbault Capital LLC

PUFF WEALTH MANAGEMENT, LLC

Zinnia Wealth Advisory, LLC

Integrated Wealth Management

Sunstone Asset Management, L.P.

August Group Capital Ltd

Lotus Technology Management, LP

ProCore Advisors, LLC

QP WEALTH MANAGEMENT, LLC

Flaharty Asset Management, LLC

Israel Discount Bank of New York

Arkhouse Management Co. LP

Burren Capital Advisors Ltd

Dynamo Administracao de Recursos Ltda.

Avalon Ventures Management, LLC

Arbejdsmarkedets Tillaegspension

ABNER HERRMAN & BROCK LLC

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

DIVERSIFIED MANAGEMENT INC

Capital Investment Management, Inc.

SHRIER WEALTH MANAGEMENT, LLC

NORTHBRIDGE FINANCIAL GROUP, LLC

Asset Advisory Group, Inc.

BIRCH FINANCIAL GROUP, LLC

Emergent Wealth Advisors, LLC

$192M122

Jun 30

Q2 2026

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