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 1489–1536

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

1489

AEGON USA Investment Management, LLC

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

Momentum Wealth Planning, LLC

PRAIRIEVIEW WEALTH PARTNERS, LLC

New Dimensions Wealth Management, LLC

Nan Fung Group Holdings Ltd

Forest Hill Capital, LLC

Schaeffer Financial LLC

Journey Beyond Wealth, LLC

AG Asset Advisory, LLC

AMERICAN ASSET MANAGEMENT INC.

Mann Financial Group, Inc.

Hobbs Wealth Management, LLC

ELKHORN PARTNERS LIMITED PARTNERSHIP

KITCHING PARTNERS, LLC

Standard Family Office LLC

SABBY MANAGEMENT, LLC

Q Fund Management (Hong Kong) Ltd

Bank of New York Mellon Corp

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Legal & General Group Plc

VOYA INVESTMENT MANAGEMENT LLC

MERCER GLOBAL ADVISORS INC /ADV

Corient Private Wealth LLC

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

CIBC WORLD MARKET INC.

Ensign Peak Advisors, Inc

Connor, Clark & Lunn Investment Management Ltd.

Zurcher Kantonalbank (Zurich Cantonalbank)

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

YACKTMAN ASSET MANAGEMENT LP

First Pacific Advisors, LP

PointState Capital LP

MONTRUSCO BOLTON INVESTMENTS INC.

Alphinity Investment Management Pty Ltd

Nearwater Capital Markets, Ltd

Cassaday & Co Wealth Management LLC

HBK Sorce Advisory LLC

$5.3B678

Jun 30

Q2 2026

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