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 90739120
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
9073
LECAP ASSET MANAGEMENT LTD
43
$233M254
Jun 30
Q2 2026
9074
FSA Advisors, Inc.
43
$218M262
Jun 30
Q2 2026
9075
Stillwater Wealth Management Group
43
$162M77
Mar 31
Q1 2026
9076
Bright Futures Wealth Management, LLC.
43
$155M208
Jun 30
Q2 2026
9077
Camelot Portfolios, LLC
43
$143M215
Jun 30
Q2 2026
9078
iSAM Funds (UK) Ltd
43
$142M241
Jun 30
Q2 2026
9079
Phillips Wealth Planners LLC
43
$136M217
Jun 30
Q2 2026
9080
Parrish Capital LLC
43
$112M86
Mar 31
Q1 2026
9081
AMH Equity Ltd
43
$80M54
Sep 30
Q3 2025
9082
Cove Street Capital, LLC
43
$77M96
Sep 30
Q3 2025
9083
MAS Advisors LLC
43
$63M67
Sep 30
Q3 2025
9084
VanderPol Investments L.L.C.
43
$58M65
Dec 31
Q4 2025
9085
Harborfront Financial Group LLC
43
$27M328
Jun 30
Q2 2026
9086
Imprint Wealth LLC
43
$25M282
Jun 30
Q2 2026
9087
ACTION POINT FINANCIAL PLANNING, LLC
43
$984M49,774
Jun 30
Q2 2026
9088
Portside Wealth Group, LLC
43
$858M1,011
Jun 30
Q2 2026
9089
COMPASS FINANCIAL MANAGEMENT LLC
43
$829M1,694
Jun 30
Q2 2026
9090
Bull Harbor Capital LLC
43
$513M554
Jun 30
Q2 2026
9091
Logan Stone Capital, LLC
43
$406M150
Dec 31
Q4 2025
9092
BROWN, LISLE/CUMMINGS, INC.
43
$400M1,021
Mar 31
Q1 2026
9093
GREENBERG FINANCIAL GROUP
43
$243M113
Dec 31
Q4 2025
9094
PIN OAK INVESTMENT ADVISORS INC
43
$141M504
Mar 31
Q1 2026
9095
Alpha DNA Investment Management LLC
43
$9M20
Jun 30
Q2 2025
9096
Castalian Partners, LLC
43
$7M1
Jun 30
Q2 2025
9097
BLACK POINT WEALTH MANAGEMENT
43
$3M5
Jun 30
Q2 2025
9098
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd
43
$20K4
Mar 31
Q1 2025
9099
Sabal Trust CO
43
$1.8B324
Mar 31
Q1 2025
9100
Christopher J. Hasenberg, Inc
43
$269M228
Jun 30
Q2 2025
9101
Paradoxiom Capital L.P.
43
$154M31
Mar 31
Q1 2025
9102
Financial Network Wealth Advisors LLC
43
$99M858
Jun 30
Q2 2026
9103
Sierra Capital LLC
42
$945M269
Dec 31
Q4 2025
9104
Bard Financial Services, Inc.
42
$911M212
Sep 30
Q3 2025
9105
Moloney Securities Asset Management, LLC
42
$840M497
Sep 30
Q3 2025
9106
Dockside LLC
42
$427M184
Jun 30
Q2 2026
9107
BUTENSKY & COHEN FINANCIAL SECURITY, INC
42
$404M135
Jun 30
Q2 2026
9108
Terra Alpha Investments LLC
42
$98M32
Dec 31
Q4 2025
9109
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
42
$33M158
Jun 30
Q2 2026
9110
NATURAL INVESTMENTS, LLC
42
$405M288
Mar 31
Q1 2026
9111
Fruth Investment Management
42
$401M229
Mar 31
Q1 2026
9112
Winthrop Capital Management, LLC
42
$389M357
Mar 31
Q1 2026
9113
TOBAM
42
$384M250
Mar 31
Q1 2026
9114
Farmers & Merchants Trust Co of Chambersburg PA
42
$367M335
Mar 31
Q1 2026
9115
Investor's Fiduciary Advisor Network, LLC
42
$326M270
Mar 31
Q1 2026
9116
Prosperity Wealth Management, Inc.
42
$300M251
Dec 31
Q4 2025
9117
TCFG WEALTH MANAGEMENT, LLC
42
$267M274
Mar 31
Q1 2026
9118
First Affirmative Financial Network
42
$258M325
Mar 31
Q1 2026
9119
Goodwin Investment Advisory
42
$50M111
Jun 30
Q2 2026
9120
Olympiad Research LP
42
$48M138
Jun 30
Q2 2026
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