The Whale Ledger13F Filings9,293 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,293 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 1921–1968

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

1921

Vanguard National Trust Co

AEW CAPITAL MANAGEMENT L P

HEITMAN REAL ESTATE SECURITIES LLC

Pembroke Management, LTD

WINDWARD CAPITAL MANAGEMENT CO /CA

Wilkinson Global Asset Management LLC

Clarkston Capital Partners, LLC

PENN DAVIS MCFARLAND INC

Tamar Securities, LLC

Polaris Capital Management, LLC

RED CEDAR INVESTMENT MANAGEMENT, LLC

Provenance Wealth Advisors, LLC

Provident Investment Management, Inc.

Moisand Fitzgerald Tamayo, LLC

Blankinship & Foster, LLC

Cornerstone Wealth Advisors, Inc.

G2 CAPITAL MANAGEMENT, LLC / OH

Ironwood Wealth Management, LLC.

Flagstone Financial Management

Fosun International Ltd

Aquire Wealth Advisors, LLC

MPS Loria Financial Planners, LLC

Pioneer Wealth Management Group

Seaside Wealth Management, Inc.

OLIO Financial Planning

CJM Wealth Advisers, Ltd.

Shakespeare Wealth Management, LLC

RESTON WEALTH MANAGEMENT LLC

SYMMETRY PEAK MANAGEMENT LLC

Reliant Wealth Planning

Urban Financial Advisory Corp

Santori & Peters, Inc.

ACT WEALTH MANAGEMENT, LLC

MASTER'S WEALTH MANAGEMENT INC.

Mullooly Asset Management, Inc.

Quantum Financial Planning Services, Inc.

Tiller Private Wealth, Inc.

LOUNTZIS ASSET MANAGEMENT, LLC

$316M55

Jun 30

Q2 2026

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