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 8929–8976

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8929

Yorktown Management & Research Co Inc

A. D. Beadell Investment Counsel, Inc.

Banco de Sabadell, S.A

RoundAngle Advisors LLC

Smart Portfolios, LLC

CONSULTIVA WEALTH MANAGEMENT, CORP.

Strategic Advocates LLC

LGT Financial Advisors LLC

United Advisor Group, LLC

Headlands Technologies LLC

Maridea Wealth Management LLC

Portside Wealth Group, LLC

FOX RUN MANAGEMENT, L.L.C.

Triumph Capital Management

High Falls Advisors, Inc

Shilanski & Associates, Inc.

Running Point Capital Advisors, LLC

SS&H Financial Advisors, Inc.

Yeomans Consulting Group, Inc.

Court Place Advisors, LLC

Obsidian Personal Planning Solutions LLC

Masso Torrence Wealth Management Inc.

Lindenwold Advisors, INC

Copperleaf Capital, LLC

Clearview Wealth Advisors LLC

Centennial Advisors, LLC

SCOPUS ASSET MANAGEMENT, L.P.

Vertrix Wealth Management, LLC

Asempa Wealth Advisors

Fortress Financial Solutions, LLC

Kentucky Retirement Systems

Poplar Forest Capital LLC

Lisanti Capital Growth, LLC

Aurora Investment Counsel

SummerHaven Investment Management, LLC

Comprehensive Money Management Services LLC

Strategic Wealth Advisors LLC

Board of the Pension Protection Fund

RIVERPARK CAPITAL MANAGEMENT LLC

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

PINNACLE FINANCIAL PARTNERS INC

FineMark National Bank & Trust

$3.2B515

Dec 31

Q4 2025

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