The Whale Ledger13F Filings9,287 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,287 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8161–8208

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Lion Point Capital, LP

Thematics Asset Management

Invenomic Capital Management LP

TruWealth Advisors, LLC

ZEGA Investments, LLC

Buck Wealth Strategies, LLC

ATLAS CAPITAL ADVISORS INC.

VALLEY NATIONAL ADVISERS INC

Concord Wealth Partners

Glen Eagle Advisors, LLC

Colonial Trust Co / SC

Westside Investment Management, Inc.

Polymer Capital Management (US) LLC

Founders Financial Alliance, LLC

KELLEHER FINANCIAL ADVISORS

PERSONAL CFO SOLUTIONS, LLC

Truvestments Capital LLC

Park Place Capital Corp

Fortis Group Advisors, LLC

Rossby Financial, LCC

TOWNSQUARE CAPITAL LLC

JPL Wealth Management, LLC

CARDEROCK CAPITAL MANAGEMENT INC

Anfield Capital Management, LLC

Dogwood Wealth Management LLC

Zinnia Wealth Advisory, LLC

Sunstone Asset Management, L.P.

Lotus Technology Management, LP

Northeast Financial Consultants Inc

ARDSLEY ADVISORY PARTNERS LP

SIERRA SUMMIT ADVISORS LLC

TrueMark Investments, LLC

LAFFER TENGLER INVESTMENTS, INC.

SeaBridge Investment Advisors LLC

Advisory Resource Group

CMH Wealth Management LLC

Gibraltar Capital Management, Inc.

GRACE & WHITE INC /NY

$632M133

Jun 30

Q2 2026

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