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 8977–9024

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8977

AHL INVESTMENT MANAGEMENT, INC.

Stirlingshire Investments, Inc.

Elevation Wealth Management LLC

Index Technologies Group LLC

Defined Financial Planning LLC

Capital Investment Advisory Services, LLC

GSA CAPITAL PARTNERS LLP

Golden State Equity Partners

Advyzon Investment Management, LLC

PARADIGM ASSET MANAGEMENT CO LLC

Virtus Investment Advisers, LLC

Vision Retirement, LLC

Winthrop Partners - WNY, LLC

SummerHaven Investment Management, LLC

Allied Private Wealth LLC

1015 Capital Partners, LLC

Cove Street Capital, LLC

VanderPol Investments L.L.C.

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

CONSULTIVA WEALTH MANAGEMENT, CORP.

Strategic Advocates LLC

LGT Financial Advisors LLC

United Advisor Group, LLC

Headlands Technologies LLC

Maridea Wealth Management LLC

FOX RUN MANAGEMENT, L.L.C.

Logan Stone Capital, LLC

Darwin Wealth Management, LLC

GREENBERG FINANCIAL GROUP

PIN OAK INVESTMENT ADVISORS INC

Alpha DNA Investment Management LLC

Castalian Partners, LLC

BLACK POINT WEALTH MANAGEMENT

Sonora Investment Management Group, LLC

MOODY ALDRICH PARTNERS LLC

Christopher J. Hasenberg, Inc

Moloney Securities Asset Management, LLC

Lisanti Capital Growth, LLC

$455M109

Jun 30

Q2 2026

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