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 91699216
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
9169
SHELL ASSET MANAGEMENT CO
41
$996M1,191
Sep 30
Q3 2025
9170
AlphaCentric Advisors LLC
41
$118M261
Jun 30
Q2 2026
9171
Verdad Advisers, LP
41
$104M210
Jun 30
Q2 2026
9172
Skyview Financial Group LLC
41
$97M57
Dec 31
Q4 2025
9173
KW WEALTH MANAGEMENT LLC
41
$66M83
Dec 31
Q4 2025
9174
Cherry Tree Wealth Management, LLC
40
$473M582
Mar 31
Q1 2026
9175
Olstein Capital Management, L.P.
40
$458M99
Mar 31
Q1 2026
9176
First PREMIER Bank
40
$433M581
Mar 31
Q1 2026
9177
Deseret Mutual Benefit Administrators
40
$294M508
Mar 31
Q1 2026
9178
FNY Investment Advisers, LLC
40
$229M840
Mar 31
Q1 2026
9179
Bank of Jackson Hole Trust
40
$207M519
Mar 31
Q1 2026
9180
Park Square Financial Group, LLC
40
$11M250
Jun 30
Q2 2026
9181
Transform Wealth, LLC
40
$1.7B242
Mar 31
Q1 2025
9182
Sheaff Brock Investment Advisors, LLC
40
$1.1B461
Mar 31
Q1 2025
9183
ROVIN CAPITAL /UT/ /ADV
40
$377M194
Dec 31
Q4 2025
9184
CHASE INVESTMENT COUNSEL CORP
40
$358M131
Dec 31
Q4 2025
9185
EWG Elevate Inc.
40
$320M119
Sep 30
Q3 2025
9186
Lokken Investment Group LLC
40
$291M148
Sep 30
Q3 2025
9187
Siligmueller & Norvid Wealth Advisors LLC
40
$222M156
Sep 30
Q3 2025
9188
IMS Capital Management
40
$217M147
Sep 30
Q3 2025
9189
NAPA WEALTH MANAGEMENT
40
$213M148
Sep 30
Q3 2025
9190
Financial Advocates Investment Management
40
$178M104
Sep 30
Q3 2025
9191
Pinnacle West Asset Management, Inc.
40
$154M114
Dec 31
Q4 2025
9192
1858 WEALTH MANAGEMENT, LLC
40
$142M113
Sep 30
Q3 2025
9193
KERR FINANCIAL PLANNING Corp
40
$90M549
Jun 30
Q2 2026
9194
Bayesian Capital Management, LP
40
$82M137
Mar 31
Q1 2026
9195
Kepos Capital LP
40
$61M149
Mar 31
Q1 2026
9196
AlphaQ Advisors LLC
40
$42M34
Mar 31
Q1 2025
9197
Washington Harbour Partners LP
40
$34M24
Jun 30
Q2 2025
9198
PharVision Advisers, LLC
40
$5M62
Jun 30
Q2 2026
9199
Forum Finance Group S.A.
40
$184M321
Mar 31
Q1 2026
9200
XXI WEALTH, LLC
40
$177M209
Mar 31
Q1 2026
9201
REDMONT WEALTH ADVISORS LLC
40
$66M307
Dec 31
Q4 2025
9202
AlphaQuest LLC
39
$1.8B2,245
Dec 31
Q4 2025
9203
TWINBEECH CAPITAL LP
39
$1.4B562
Dec 31
Q4 2025
9204
Passumpsic Savings Bank
39
$183M91
Dec 31
Q4 2025
9205
Principia Wealth Advisory, LLC
39
$160M1,015
Dec 31
Q4 2025
9206
Creegan & Nassoura Financial Group, LLC
39
$154M78
Dec 31
Q4 2025
9207
Hutchinson Financial Advisors, INC
39
$102M67
Sep 30
Q3 2025
9208
Copperwynd Financial, LLC
39
$401M156
Jun 30
Q2 2025
9209
Enterprise Bank & Trust Co
39
$267M135
Jun 30
Q2 2025
9210
OPTIMUM INVESTMENT ADVISORS
39
$252M613
Sep 30
Q3 2025
9211
Elios Financial Group Inc.
39
$220M120
Jun 30
Q2 2025
9212
Moser Wealth Advisors, LLC
39
$208M200
Jun 30
Q2 2025
9213
Lane & Associates LLC
39
$186M115
Mar 31
Q1 2025
9214
Capital Market Strategies LLC
39
$144M139
Jun 30
Q2 2025
9215
MQS Management LLC
39
$82M253
Jun 30
Q2 2026
9216
nVerses Capital, LLC
39
$65M281
Jun 30
Q2 2026
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