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 9025–9072

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

9025

Aspen Investment Management Inc

MOSELEY INVESTMENT MANAGEMENT INC

USAdvisors Wealth Management, LLC

X-Square Capital, LLC

Signature Wealth Management Group

Redwood Wealth Management Group, LLC

Beaton Management Co. Inc.

Coordinated Financial Services, Inc.

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Old North State Trust, LLC

Capstone Wealth Management Group LLC

Aurora Private Wealth, Inc.

Rangeley Capital, LLC

Cannon Global Investment Management, LLC

Lindbrook Capital, LLC

Gibbs Wealth Management

Vantage Financial Partners, LLC

MGB Wealth Management, LLC

Lion Street Advisors, LLC

Kathleen S. Wright Associates Inc.

Accredited Wealth Management, LLC

Yoffe Investment Management, LLC

Pacific Excel Wealth Advisors, Inc.

NORTH DALLAS BANK & TRUST CO

Miller Global Investments, LLC

AEGON ASSET MANAGEMENT UK PLC

U.S. Capital Wealth Advisors, LLC

GSA CAPITAL PARTNERS LLP

Golden State Equity Partners

Advyzon Investment Management, LLC

Buffington Mohr McNeal

Monument Capital Management

Sciencast Management LP

Empirical Asset Management, LLC

Neo Ivy Capital Management

HUSSMAN STRATEGIC ADVISORS, INC.

Bridgefront Capital, LLC

Comprehensive Financial Consultants Institutional, Inc.

Samalin Investment Counsel, LLC

denkapparat Operations GmbH

$306M383

Jun 30

Q2 2026

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