The Whale Ledger13F Filings9,279 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,279 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 913–960

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Phoenix Financial Ltd.

CINCINNATI INSURANCE CO

DONALD SMITH & CO., INC.

Valley Forge Capital Management, LP

Foxhaven Asset Management, LP

BlueSpruce Investments, LP

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

SHANDA ASSET MANAGEMENT HOLDINGS Ltd

BROADWOOD CAPITAL INC

RUSH ISLAND MANAGEMENT, LP

Scion Asset Management, LLC

Hill Investment Group Partners, LLC

Disciplina Capital Management LLC

Geometric Wealth Advisors

TFO Wealth Partners, LLC

Soundwatch Capital LLC

Artemis Wealth Advisors, LLC

Barton Investment Management

RAINEY & RANDALL WEALTH ADVISORS INC.

SATOVSKY ASSET MANAGEMENT LLC

Grant Street Asset Management, Inc.

Serenus Wealth Advisors, LLC

Leading Edge Financial Planning LLC

Riverpoint Wealth Management Holdings, LLC

Northwest Quadrant Wealth Management, LLC

Value Aligned Research Advisors, LLC

FLOSSBACH VON STORCH SE

CENTERSQUARE INVESTMENT MANAGEMENT LLC

Lightspeed Management Company, L.L.C.

Southern Farm Bureau Life Insurance

SCOGGIN MANAGEMENT LP

Boston Standard Wealth Management, LLC

CLEARLAKE CAPITAL GROUP, L.P.

Overbrook Management Corp

Affinity Partners GP LP

SMI Advisory Services, LLC

Deer Management Co. LLC

MASON CAPITAL MANAGEMENT LLC

Providence Equity Partners L.L.C.

MOLLER WEALTH PARTNERS

Drummond Knight Asset Management Pty Ltd

$545M16

Jun 30

Q2 2026

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