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.

Sort by

Ranked by Whale ScoreShowing rows 1969–2016

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

1969

RWA WEALTH PARTNERS, LLC

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Walgreens Boots Alliance, Inc.

Robinhood Asset Management, LLC

Silicon Valley Community Foundation

ION Fund Management Ltd

SHERMAN PORFOLIOS, LLC

Klaas Financial Asset Advisors, LLC

Barton Investment Management

Mountain Capital Investment Advisors Inc.

Brickley Wealth Management

Pacific Capital Wealth Advisors, Inc.

Capitol Family Office, Inc.

HELIOS CAPITAL MANAGEMENT PTE. LTD

Empery Asset Management, LP

Sullivan Wood Capital Management LLC

TD Waterhouse Canada Inc.

Envestnet Portfolio Solutions, Inc.

Farther Finance Advisors, LLC

QRG CAPITAL MANAGEMENT, INC.

INTECH INVESTMENT MANAGEMENT LLC

ARISTEIA CAPITAL, L.L.C.

TD PRIVATE CLIENT WEALTH LLC

JENSEN INVESTMENT MANAGEMENT INC

Long Focus Capital Management, LLC

MASTERS CAPITAL MANAGEMENT LLC

STEADFAST CAPITAL MANAGEMENT LP

PACIFIC HEIGHTS ASSET MANAGEMENT LLC

Heritage Wealth Advisors

Encompass Capital Advisors LLC

Senator Investment Group LP

NORRIS PERNE & FRENCH LLP/MI

Logos Global Management LP

NEW SOUTH CAPITAL MANAGEMENT INC

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

AMERICAN CAPITAL MANAGEMENT INC

BOK Financial Private Wealth, Inc.

Vanguard National Trust Co

Portman Square Capital LLP

AEW CAPITAL MANAGEMENT L P

$1.7B77

Jun 30

Q2 2026

← PreviousPage 42 of 194 · 9,279 filersNext →