The Whale Ledger13F Filings9,280 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,280 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 2977–3024

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2977

RAM Investment Partners, LLC

Financial Security Advisor, Inc.

Family Investment Center, Inc.

Drake & Associates, LLC

RETIREMENT INCOME SOLUTIONS, INC

CORRECT CAPITAL WEALTH MANAGEMENT

McNamara Financial Services, Inc.

MINDSET WEALTH MANAGEMENT, LLC

CM WEALTH ADVISORS LLC

Warberg Asset Management LLC

LANDAAS & CO /WI /ADV

Coyle Financial Counsel LLC

Aljian Capital Management, LLC

MBM WEALTH CONSULTANTS, LLC

Smith & Howard Wealth Management, LLC

ARCADIA INVESTMENT ADVISORS LLC

Aspen Private Advisors, LLC

WD Thunder CV Ultimate GP LLC

Point Break Capital Management, LLC

Crystal Cove Asset Management, LLC

VCU Investment Management Co

ION Crossover Partners Ltd

IDG China Capital Fund GP III Associates Ltd.

Children's Medical Center Corp

Fourier Capital Management Ltd

Accel XI Associates L.L.C.

Mercato Management Legacy, LLC

Aristotle Capital Management, LLC

Polar Capital Holdings Plc

APG Asset Management N.V.

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

AustralianSuper Pty Ltd

Capital Wealth Planning, LLC

Vinva Investment Management Ltd

Capital International, Inc./CA/

Mediolanum International Funds Ltd

FACTORY MUTUAL INSURANCE CO

Cullen Capital Management, LLC

Militia Capital Management LLC

Intesa Sanpaolo S.p.A.

$2.9B237

Jun 30

Q2 2026

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