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 9265–9288

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

9265

MONTAG & CALDWELL, LLC

Wambolt & Associates, LLC

Sheets Smith Investment Management

Atria Wealth Solutions, Inc.

Scientech Research LLC

DELPHI MANAGEMENT INC /MA/

J. W. Coons Advisors, LLC

Semmax Financial Advisors Inc.

My Legacy Advisors, LLC

Scott Marsh Financial, LLC

Sandia Investment Management LP

HANTZ FINANCIAL SERVICES, INC.

Sapience Investments, LLC

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Teza Capital Management LLC

OLIVER LAGORE VANVALIN INVESTMENT GROUP

Bryce Point Capital, LLC

SHERBROOKE PARK ADVISERS LLC

West Oak Capital, LLC

$3M285

Sep 30

Q3 2025

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