The Whale Ledger13F Filings9,279 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,279 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 865–912

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

865

SIMS INVESTMENT MANAGEMENT, LLC

Defender Capital, LLC.

FSA Investment Group, LLC

Ballentine Capital Advisors, Inc

Altus Wealth Management, LLC

BRIGHTON SECURITIES CORP.

Ardent Capital Management, Inc.

IRONWOOD WEALTH MANAGEMENT, INC.

Disciplined Equity Management, Inc.

Kearns & Associates LLC

Stegner Investment Associates Inc.

Client First Investment Management LLC

Financial Architects, LLC

Integrated Financial Solutions, Inc.

Financial Designs Corp

Compass Planning Associates Inc

ZynergyRetirementPlanningLLC

BCO Wealth Management LLC

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

Vannoy Advisory Group, Inc.

Azarias Capital Management, L.P.

BURR FINANCIAL SERVICES, LLC

CULTIVAR CAPITAL, INC.

Harpswell Capital Advisors, LLC

White & Co Financial Planning Inc

NorthLanding Financial Partners, LLC

Innovative Advisory Group, LLC

MARQUETTE ASSOCIATES, INC.

Summit Financial Consulting LLC

Frisco Financial Planning LLC

Mann Financial Group, Inc.

Wolfstich Capital, LLC

MKD WEALTH COACHES, LLC

Q Fund Management (Hong Kong) Ltd

PRUDENTIAL FINANCIAL INC

LAZARD ASSET MANAGEMENT LLC

$66.1B2,142

Jun 30

Q2 2026

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