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 2641–2688

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2641

Ryan Investment Management, Inc.

White Wing Wealth Management

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Rolek Wealth Management LLC

Credit Capital Investments LLC

AdviceOne Advisory Services, LLC

S. R. Schill & Associates

Kopp Family Office, LLC

Gibson Wealth Advisors LLC

SageOak Financial, LLC

AEGON USA Investment Management, LLC

Q Global Advisors, LLC

Fortitude Financial, LLC

Rye Brook Capital LLC

Yorktown Energy Partners X, L.P.

Summit Rock Advisors, LP

BREAKTHRU ADVISORY SERVICES, LLC

PATHWAY CAPITAL MANAGEMENT, LP

Scarborough Advisors, LLC

STONE POINT CAPITAL LLC

STADIUM CAPITAL MANAGEMENT LLC

Benson Investment Management Company, Inc.

Cetera Investment Advisers

CANADA LIFE ASSURANCE Co

Madison Asset Management, LLC

Gradient Investments LLC

Annex Advisory Services, LLC

CONFLUENCE INVESTMENT MANAGEMENT LLC

Border to Coast Pensions Partnership Ltd

Atreides Management, LP

Saba Capital Management, L.P.

Thrive Wealth Management, LLC

SOUTHERNSUN ASSET MANAGEMENT, LLC

PROFFITT & GOODSON INC

Wick Capital Partners, LLC

DUDLEY & SHANLEY, INC.

Alpine Global Management, LLC

$615M275

Jun 30

Q2 2026

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