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 88818928
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
8881
SmartHarvest Portfolios, LLC
46
$309M461
Jun 30
Q2 2026
8882
TCFG Investment Advisors, LLC
46
$297M299
Jun 30
Q2 2026
8883
Investment Research Partners LLC
46
$295M278
Jun 30
Q2 2026
8884
Advisory Solutions Group, LLC
46
$295M206
Jun 30
Q2 2026
8885
Quad-Cities Investment Group, LLC
46
$278M209
Jun 30
Q2 2026
8886
Carolina Wealth Advisors, LLC
46
$255M278
Jun 30
Q2 2026
8887
Selway Asset Management
46
$242M75
Mar 31
Q1 2025
8888
Walser Wealth Management Company, A Ltd Liability Co
46
$241M215
Jun 30
Q2 2026
8889
Friedenthal Financial
46
$217M254
Jun 30
Q2 2026
8890
First County Bank /CT/
46
$213M385
Jun 30
Q2 2026
8891
Kentucky Trust Co
46
$208M316
Jun 30
Q2 2026
8892
Thompson David Blair
46
$200M212
Jun 30
Q2 2026
8893
Optivise Advisory Services LLC
46
$197M228
Jun 30
Q2 2026
8894
GK Wealth Management LLC
46
$190M234
Jun 30
Q2 2026
8895
Vantus Wealth LLC
46
$187M396
Jun 30
Q2 2026
8896
General Partner, Inc.
46
$186M255
Jun 30
Q2 2026
8897
Anchor Bay Capital, Inc.
46
$185M341
Jun 30
Q2 2026
8898
Ares Systematic Credit Ltd
46
$165M242
Jun 30
Q2 2026
8899
REXFORD CAPITAL INC
46
$163M301
Jun 30
Q2 2026
8900
Exchange Bank
46
$161M205
Jun 30
Q2 2026
8901
Bank & Trust Co
46
$158M303
Jun 30
Q2 2026
8902
Daytona Street Capital LLC
46
$137M279
Jun 30
Q2 2026
8903
Stirlingshire Investments, Inc.
46
$135M221
Jun 30
Q2 2026
8904
Elevation Wealth Management LLC
46
$134M280
Jun 30
Q2 2026
8905
JMN Financial LLC
46
$129M229
Jun 30
Q2 2026
8906
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
46
$128M308
Jun 30
Q2 2026
8907
Roxbury Financial LLC
46
$126M410
Jun 30
Q2 2026
8908
Index Technologies Group LLC
46
$125M275
Jun 30
Q2 2026
8909
Kennebec Savings Bank
46
$125M284
Jun 30
Q2 2026
8910
Essential Investment Partners LLC
46
$125M312
Jun 30
Q2 2026
8911
Karl Kapital LLC
46
$113M18
Dec 31
Q4 2025
8912
VIMA LLC
46
$103M377
Jun 30
Q2 2026
8913
HARBOR CAPITAL ADVISORS, INC.
46
$1.2B1,211
Mar 31
Q1 2026
8914
BEACH INVESTMENT COUNSEL INC/PA
46
$679M118
Mar 31
Q1 2025
8915
PARADIGM ASSET MANAGEMENT CO LLC
46
$468M419
Jun 30
Q2 2026
8916
White Pine Investment CO
46
$430M68
Mar 31
Q1 2026
8917
Virtus Investment Advisers, LLC
46
$429M463
Jun 30
Q2 2026
8918
SOMERVILLE KURT F
46
$419M407
Jun 30
Q2 2026
8919
G2 Investment Partners Management LLC
46
$406M71
Mar 31
Q1 2026
8920
OGOREK ANTHONY JOSEPH /NY/ /ADV
46
$365M719
Mar 31
Q1 2026
8921
Stolper Co
46
$352M96
Mar 31
Q1 2026
8922
Costello Asset Management, INC
46
$289M685
Mar 31
Q1 2026
8923
Red Tortoise LLC
46
$240M647
Mar 31
Q1 2026
8924
Bull Street Advisors, LLC
46
$202M94
Mar 31
Q1 2026
8925
Bullseye Asset Management LLC
46
$173M60
Mar 31
Q1 2026
8926
Yorktown Management & Research Co Inc
46
$163M249
Jun 30
Q2 2026
8927
A. D. Beadell Investment Counsel, Inc.
46
$157M100
Mar 31
Q1 2026
8928
Banco de Sabadell, S.A
46
$151M62
Mar 31
Q1 2026
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