The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 2929–2976

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2929

Strategic Financial Planning, Inc.

Propel Bio Management, LLC

Madrid Financial Services

R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC

Solas Capital Management, LLC

Forbes Financial Planning, Inc.

Northland Capital Management LLC

Ervin Investment Management, LLC

BUSH INVESTMENT GROUP, LLC

Shotwell Rutter Baer Inc

Lagoda Investment Management, L.P.

SCALAR GAUGE MANAGEMENT, LLC

Marathon Strategic Advisors, LLC

Legend Financial Advisors, Inc.

Hansen & Associates Financial Group, Inc.

Strategent Financial, LLC

Guided Capital Wealth Management, LLC

Longview Financial Advisors, Inc.

Boxwood Ventures, Inc.

AMARA FINANCIAL, LLC.

Refined Wealth Management

Broadview Financial Management, LLC

Tiptree Advisors, LLC

Pinnacle Wealth Management, LLC

Lighthouse Wealth Management Inc.

MARVIN & PALMER ASSOCIATES INC

JACOBS ASSET MANAGEMENT, LLC

SUPERSTRING CAPITAL MANAGEMENT LP

Rockbridge Capital Management LLC

Outbound Financial Inc

Maytree Asset Management Ltd

Nicholson Meyer Capital Management, Inc.

BRIDGER MANAGEMENT, LLC

swisspartners Advisors Ltd

Alcosta Capital Management, Inc.

RF&L WEALTH MANAGEMENT, LLC

Summit Financial Consulting LLC

Nitorum Capital, L.P.

Fairway Financial, LLC

Warm Springs Advisors Inc.

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.

Woodside Wealth Management LLC

ACUTA CAPITAL PARTNERS, LLC

$143M23

Jun 30

Q2 2026

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