The Whale Ledger13F Filings9,294 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,294 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 2209–2256

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Positano Wealth Management Ltd

THRYVE WEALTH MANAGEMENT LLC

SJBENEN ADVISORY, LLC

STONE LOFT WEALTH MANAGEMENT LLC

Ehrenkranz Partners L.P.

Daniel Investment Group, Inc.

Gem Investment Advisors, LLC

Arrington Capital Management, LLC

STOLZ & ASSOCIATES, PS

DEMMING FINANCIAL SERVICES CORP /ADV

WLTH Capital Management, LLC

Harpswell Capital Advisors, LLC

Macco Financial Group, Inc.

REDSTONE WEALTH MANAGEMENT, LLC

DiPaolo Financial Group, Inc.

Caldwell Investment Management Ltd.

Richard Young Associates, Ltd.

Vertex Investment Solutions Co., Ltd.

Nitor Capital Management LLC

Clarity Retirement & Wealth, LLC

BEACON HILL WEALTH MANAGEMENT LTD.

PATHWAY WEALTH MANAGEMENT LLC

Kropog Financial Group, LLC

STRATEGIC ADVISORY PARTNERS, LLC

Prosperity Advisers, LLC

Appalachian Capital Management Ltd

180 GPS Investments IC Ltd

INTEGRATED WEALTHCARE, LLC

Carter Financial, LLC

Frisco Financial Planning LLC

Veradace Capital Management LLC

Financial Planning Fort Collins, LLC

Koenig Investment Advisory, LLC

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

J. Mark Nickell & Co.

TANDEMGROWTH FINANCIAL ADVISORS LLC

Wall Capital Group, Inc.

JHP Wealth Management, LLC

HEFFERNAN ADVISORY, INC

HighRoad Wealth Advisors, LLC

$119M38

Jun 30

Q2 2026

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