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 1633–1680

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Vested Financial Planning, LLC

Phil A. Younker & Associates, Ltd.

LUMINUS MANAGEMENT LLC

Carbahal Olsen Financial Services Group, LLC

Graver Capital Management, LLC

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

Appalachian Capital Management Ltd

Momentum Wealth Planning, LLC

Financial Planning Fort Collins, LLC

Koenig Investment Advisory, 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.

Lotus Asset Management LLC

Wall Capital Group, Inc.

Twin Cities Retirement Group LLC

HighRoad Wealth Advisors, LLC

Hobbs Wealth Management, LLC

ELKHORN PARTNERS LIMITED PARTNERSHIP

KITCHING PARTNERS, LLC

Ebert Capital Management Inc.

Vavra Capital Management, LLC

Standard Family Office LLC

SABBY MANAGEMENT, LLC

SUCCESSION FINANCIAL, INC.

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

$71.2B1,449

Jun 30

Q2 2026

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