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 80178064
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
8017
Nvest Financial, LLC
50
$316M150
Jun 30
Q2 2026
8018
Ranch Capital Advisors Inc.
50
$316M157
Jun 30
Q2 2026
8019
Malaga Cove Capital, LLC
50
$314M185
Jun 30
Q2 2026
8020
Stonebridge Financial Planning Group, LLC
50
$314M183
Jun 30
Q2 2026
8021
Monte Financial Group, LLC
50
$312M102
Jun 30
Q2 2026
8022
Disciplined Investments, LLC
50
$310M144
Jun 30
Q2 2026
8023
Garner Asset Management Corp
50
$308M169
Jun 30
Q2 2026
8024
Blackhawk Capital Partners, LLC
50
$306M146
Jun 30
Q2 2026
8025
Quartz Partners, LLC
50
$305M191
Jun 30
Q2 2026
8026
Allred Capital Management, LLC
50
$305M162
Jun 30
Q2 2026
8027
Roehl & Yi Investment Advisors, LLC
50
$304M194
Jun 30
Q2 2026
8028
Palogic Value Management, L.P.
50
$304M194
Jun 30
Q2 2026
8029
44 WEALTH MANAGEMENT LLC
50
$302M184
Jun 30
Q2 2026
8030
Manatuck Hill Partners, LLC
50
$302M129
Jun 30
Q2 2026
8031
Maltin Wealth Management, Inc.
50
$299M146
Jun 30
Q2 2026
8032
WEALTHEDGE INVESTMENT ADVISORS, LLC
50
$294M143
Jun 30
Q2 2026
8033
Abbot Financial Management, Inc.
50
$293M141
Jun 30
Q2 2026
8034
LifePlan Investment Advisors, Inc.
50
$291M131
Jun 30
Q2 2026
8035
SGL Investment Advisors, Inc.
50
$290M131
Jun 30
Q2 2026
8036
CRUX WEALTH ADVISORS
50
$289M192
Jun 30
Q2 2026
8037
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
50
$288M195
Jun 30
Q2 2026
8038
Owen LaRue, LLC
50
$288M141
Jun 30
Q2 2026
8039
Murphy Pohlad Asset Management LLC
50
$287M135
Jun 30
Q2 2026
8040
O'ROURKE & COMPANY, Inc
50
$287M177
Jun 30
Q2 2026
8041
ICW Investment Advisors LLC
50
$286M144
Jun 30
Q2 2026
8042
BKM Wealth Management, LLC
50
$282M148
Jun 30
Q2 2026
8043
Keeler Thomas Management LLC
50
$282M135
Jun 30
Q2 2026
8044
Mount Lucas Management LP
50
$281M168
Jun 30
Q2 2026
8045
MARIPAU WEALTH MANAGEMENT LLC
50
$280M177
Jun 30
Q2 2026
8046
Bigelow Investment Advisors, LLC
50
$276M157
Jun 30
Q2 2026
8047
Creekside Partners
50
$276M193
Jun 30
Q2 2026
8048
Mendel Money Management
50
$273M127
Jun 30
Q2 2026
8049
Burford Brothers, Inc.
50
$272M182
Jun 30
Q2 2026
8050
Integrity Wealth Solutions LLC
50
$271M129
Jun 30
Q2 2026
8051
HOWARD WEALTH MANAGEMENT, LLC
50
$270M156
Jun 30
Q2 2026
8052
5T Wealth, LLC
50
$269M134
Jun 30
Q2 2026
8053
Carnegie Lake Advisors LLC
50
$268M168
Jun 30
Q2 2026
8054
SSA SWISS ADVISORS AG
50
$266M107
Jun 30
Q2 2026
8055
RETIREMENT GUYS FORMULA LLC
50
$266M158
Jun 30
Q2 2026
8056
BlueChip Wealth Advisors LLC
50
$264M172
Jun 30
Q2 2026
8057
GatePass Capital, LLC
50
$263M189
Jun 30
Q2 2026
8058
Investmark Advisory Group LLC
50
$263M148
Jun 30
Q2 2026
8059
Purkiss Capital Advisors LLC
50
$263M189
Jun 30
Q2 2026
8060
Robbins Farley
50
$260M157
Jun 30
Q2 2026
8061
PATRON PARTNERS, LLC
50
$260M193
Jun 30
Q2 2026
8062
Cherokee Insurance Co
50
$259M124
Jun 30
Q2 2026
8063
Endowment Wealth Management, Inc.
50
$259M189
Jun 30
Q2 2026
8064
Cottage Street Advisors LLC
50
$259M149
Jun 30
Q2 2026
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