The Whale Ledger13F Filings9,288 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,288 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8401–8448

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8401

Mission Financial Group, LLC

First Growth Capital LLC

Worthington Financial Partners, LLC

Alan B Lancz & Associates, Inc.

GRITSTONE ASSET MANAGEMENT LLC

Vennlight Capital Management, LP

Janney Montgomery Scott LLC

VOLORIDGE INVESTMENT MANAGEMENT, LLC

VAUGHAN DAVID INVESTMENTS LLC/IL

Asset One Wealth Management LLC

Third View Private Wealth, LLC

CAMBIENT FAMILY OFFICE, LLC

Excelsior Advisor Network LLC

Everest Financial Group LLC

SageGuard Financial Group, LLC

Vishria Bird Financial Group, LLC

GUIDANCE CAPITAL, INC

Perbak Capital Partners LLP

Bond & Devick Financial Network, Inc.

Lester Murray Antman dba SimplyRich

Baron Wealth Management LLC

Kings Path Partners LLC

Indiana Trust & Investment Management Co

Financial Connections Group, Inc.

Holos Integrated Wealth LLC

Graphene Investments SAS

Marshall & Sterling Wealth Advisors Inc.

TOWER TRUST & INVESTMENT Co

SWP Investment Management LLC

Barnes Dennig Private Wealth Management LLC

Ulland Investment Advisors, LLC

Dakota Community Bank & Trust NA

Brookstone Capital Management

Penserra Capital Management LLC

Engineers Gate Manager LP

WEDBUSH SECURITIES INC

Gilman Hill Asset Management, LLC

ESSEX INVESTMENT MANAGEMENT CO LLC

MALTESE CAPITAL MANAGEMENT LLC

$549M294

Jun 30

Q2 2026

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