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 8113–8160

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8113

SHAKER INVESTMENTS LLC/OH

Unique Wealth Strategies, LLC

Ridgewood Investments LLC

Retirement Planning Co of New England, Inc.

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

WORLD EQUITY GROUP, INC.

Whalen Wealth Management Inc.

Tuttle Capital Management, LLC

Jones Kertz & Associates, Inc.

First County Bank /CT/

Steelhead Wealth Management LLC

Park Capital Management, LLC / WI

Pensionfund DSM Netherlands

SOUTH PLAINS FINANCIAL, INC.

BAM Wealth Management, LLC

Grantvest Financial Group LLC

Wilian Securities, LLC

Pekao Towarzystwo Funduszy Inwestycyjnych S.A.

PERSPECTIVE WEALTH ADVISORS LLC

Sun Group Wealth Partners

Tenzing Financial LLC

VUB Generali dochodkova spravcovska spolocnost, a.s.

Ethos Capital Management, Inc.

Approach Retirement Advisors, LLC

Stone Wealth Partners

Winter & Associates, Inc.

Roxbury Financial LLC

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Miller Global Investments, LLC

ATLas Financial Planning LLC

Belleair Asset Management, LLC

Stillwater Private Wealth, LLC

Jefferson Bridge Capital, LLC

Potomac Capital Management, Inc.

Unify Financial Advisors

AIFG Consultants Ltd.

Versor Investments LP

$48M27

Jun 30

Q2 2026

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