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 91219168
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
9121
GARLAND CAPITAL MANAGEMENT INC
42
$7M21
Sep 30
Q3 2025
9122
WEDGEWOOD PARTNERS INC
42
$535K21
Dec 31
Q4 2025
9123
Kodai Capital Management LP
42
$2.5B145
Mar 31
Q1 2025
9124
Financial Gravity Asset Management, Inc.
42
$562M973
Mar 31
Q1 2026
9125
STONE RUN CAPITAL, LLC
42
$254M71
Sep 30
Q3 2025
9126
AllSquare Wealth Management LLC
42
$189M539
Sep 30
Q3 2025
9127
DELTA CAPITAL MANAGEMENT LLC
42
$178M99
Dec 31
Q4 2025
9128
Dentgroup LLC
42
$146M93
Dec 31
Q4 2025
9129
PCB Capital LLC
42
$82M209
Jun 30
Q2 2026
9130
Stronghold Wealth Management L.L.C.
42
$75M244
Jun 30
Q2 2026
9131
Hilltop National Bank
42
$468M1,072
Jun 30
Q2 2026
9132
Horan Capital Advisors, LLC.
42
$297M118
Mar 31
Q1 2025
9133
BluePointe Capital Management, LLC
42
$262M128
Mar 31
Q1 2025
9134
CADEN CAPITAL PARTNERS, LP
42
$8M36
Jun 30
Q2 2026
9135
PayPay Securities Corp
42
$4M302
Jun 30
Q2 2026
9136
CCM INVESTMENT GROUP, LLC
41
$946M207
Mar 31
Q1 2025
9137
Spectrum Wealth Counsel, LLC
41
$833M368
Mar 31
Q1 2025
9138
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
41
$494M4,387
Jun 30
Q2 2026
9139
Dynamic Technology Lab Private Ltd
41
$447M632
Jun 30
Q2 2026
9140
INCEPTIONR LLC
41
$407M628
Jun 30
Q2 2026
9141
AIGEN INVESTMENT MANAGEMENT, LP
41
$366M517
Jun 30
Q2 2026
9142
Fieldview Capital Management, LLC
41
$351M507
Jun 30
Q2 2026
9143
R Squared Ltd
41
$190M509
Jun 30
Q2 2026
9144
RICHARDSON FINANCIAL SERVICES INC.
41
$176M1,105
Jun 30
Q2 2026
9145
Sanchez Gaunt Capital Management, LLC
41
$160M184
Mar 31
Q1 2026
9146
Pathfinder Wealth Consulting, Inc.
41
$154M163
Mar 31
Q1 2026
9147
Orographic Financial Advisors, LLC
41
$141M106
Mar 31
Q1 2026
9148
Harbor Asset Planning, Inc.
41
$133M2,028
Jun 30
Q2 2026
9149
CFO CAPITAL MANAGEMENT LLC
41
$121M105
Mar 31
Q1 2026
9150
Bayforest Capital Ltd
41
$108M917
Jun 30
Q2 2026
9151
ATW SPAC MANAGEMENT LLC
41
$79M144
Sep 30
Q3 2025
9152
FORTE CAPITAL LLC /ADV
41
$930M239
Jun 30
Q2 2025
9153
Pandora Wealth, Inc.
41
$165M224
Dec 31
Q4 2025
9154
Quantitative Investment Management, LLC
41
$963M363
Mar 31
Q1 2026
9155
Iron Horse Wealth Management, LLC
41
$339M591
Jun 30
Q2 2025
9156
Financial Partners Group, LLC
41
$276M88
Jun 30
Q2 2025
9157
Martin Worley Group
41
$204M91
Jun 30
Q2 2025
9158
Blue Oak Capital, LLC
41
$190M67
Jun 30
Q2 2025
9159
DHK Financial Advisors, Inc.
41
$174M87
Jun 30
Q2 2025
9160
Sebold Capital Management, Inc.
41
$162M78
Jun 30
Q2 2025
9161
ACAS, LLC
41
$149M93
Jun 30
Q2 2025
9162
SUMMIT INVESTMENT ADVISORS, INC.
41
$121M55
Jun 30
Q2 2025
9163
HICKORY ASSET MANAGEMENT, INC.
41
$121M91
Jun 30
Q2 2025
9164
HGI Capital Management, LLC
41
$36M21
Sep 30
Q3 2025
9165
Advanced Portfolio Management, LLC
41
$33M37
Dec 31
Q4 2025
9166
MEKETA INVESTMENT GROUP INC /ADV
41
$30M28
Dec 31
Q4 2025
9167
SOUTHPORT MANAGEMENT, L.L.C.
41
$29M29
Dec 31
Q4 2025
9168
Profit Investment Management, LLC
41
$25M35
Dec 31
Q4 2025
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