The Whale Ledger13F Filings9,288 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,288 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 9217–9264
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
9217
Pursuit Wealth Management LLC
38
$116M118
Dec 31
Q4 2025
9218
Breed's Hill Capital LLC
37
$208M241
Jun 30
Q2 2025
9219
CORNERCAP INVESTMENT COUNSEL INC
37
$203M151
Dec 31
Q4 2025
9220
Centricity Wealth Management, LLC
37
$125M430
Jun 30
Q2 2025
9221
PharVision Advisers, LLC
37
$5M62
Jun 30
Q2 2026
9222
Turas Capital Management LP
37
$298M63
Dec 31
Q4 2025
9223
Jackson Creek Investment Advisors LLC
37
$340M293
Mar 31
Q1 2026
9224
Bright Futures Wealth Management, LLC.
37
$155M208
Jun 30
Q2 2026
9225
Camelot Portfolios, LLC
37
$143M215
Jun 30
Q2 2026
9226
Wellington Capital Management, Inc.
37
$67M81
Jun 30
Q2 2025
9227
Olstein Capital Management, L.P.
37
$458M99
Mar 31
Q1 2026
9228
First PREMIER Bank
37
$433M581
Mar 31
Q1 2026
9229
Coston, McIsaac & Partners
37
$431M1,071
Dec 31
Q4 2025
9230
FNY Investment Advisers, LLC
37
$229M840
Mar 31
Q1 2026
9231
Motiv8 Investments LLC
37
$183M1,068
Dec 31
Q4 2025
9232
GPS Wealth Strategies Group, LLC
37
$117M582
Dec 31
Q4 2025
9233
MQS Management LLC
37
$82M253
Jun 30
Q2 2026
9234
nVerses Capital, LLC
37
$65M281
Jun 30
Q2 2026
9235
AlphaGrep UK Ltd
36
$336M721
Jun 30
Q2 2026
9236
EWG Elevate Inc.
36
$320M119
Sep 30
Q3 2025
9237
Axiom Investment Management LLC
36
$150M4,311
Jun 30
Q2 2026
9238
Regatta Research & Money Management
36
$106M3,120
Jun 30
Q2 2026
9239
KERR FINANCIAL PLANNING Corp
36
$90M549
Jun 30
Q2 2026
9240
Tyler-Stone Wealth Management
36
$621M330
Jun 30
Q2 2025
9241
L.M. KOHN & COMPANY
36
$83M121
Sep 30
Q3 2025
9242
Amica Retiree Medical Trust
36
$73M141
Sep 30
Q3 2025
9243
Semanteon Capital Management, LP
36
$22M100
Jun 30
Q2 2026
9244
Olympiad Research LP
36
$48M138
Jun 30
Q2 2026
9245
First Horizon Advisors, Inc.
36
$3.8B4,799
Jun 30
Q2 2025
9246
CHB Investment Group, LLC
36
$196M69
Jun 30
Q2 2025
9247
Parkworth Wealth Management, Inc.
36
$139M1,352
Jun 30
Q2 2025
9248
SRN Advisors, LLC
36
$110M98
Jun 30
Q2 2025
9249
IronOak Wealth LLC.
36
$103M64
Jun 30
Q2 2025
9250
Hutchinson Financial Advisors, INC
36
$102M67
Sep 30
Q3 2025
9251
PCB Capital LLC
36
$82M209
Jun 30
Q2 2026
9252
ORG Partners LLC
35
$568M37,789
Dec 31
Q4 2025
9253
OPTIMUM INVESTMENT ADVISORS
35
$252M613
Sep 30
Q3 2025
9254
LM Advisors LLC
35
$6M212
Mar 31
Q1 2026
9255
PayPay Securities Corp
35
$4M302
Jun 30
Q2 2026
9256
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
35
$494M4,387
Jun 30
Q2 2026
9257
Strategic Investment Solutions, Inc. /IL
35
$437M8,449
Jun 30
Q2 2026
9258
HAZLETT, BURT & WATSON, INC.
35
$320M14,170
Mar 31
Q1 2026
9259
Covestor Ltd
35
$144M2,927
Mar 31
Q1 2026
9260
Harbor Asset Planning, Inc.
35
$133M2,028
Jun 30
Q2 2026
9261
PROFESSIONAL ADVISORY SERVICES INC
35
$772K80
Mar 31
Q1 2026
9262
TEALWOOD ASSET MANAGEMENT INC
35
$220M118
Mar 31
Q1 2026
9263
AlphaCentric Advisors LLC
34
$118M261
Jun 30
Q2 2026
9264
NBW CAPITAL LLC
34
$464M111
Jun 30
Q2 2025
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