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 3025–3072

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3025

Capital Advantage, Inc.

Engine Capital Management, LP

Strategic Point Investment Advisors, LLC

GFI Investment Counsel Ltd.

WILSEY ASSET MANAGEMENT INC

VALUE HOLDINGS MANAGEMENT CO. LLC

Estuary Capital Management LP

Marotta Asset Management

Roof Eidam Maycock Peralta, LLC

PEDDOCK CAPITAL ADVISORS, LLC

CYPRESS ASSET MANAGEMENT INC/TX

CONTRARIAN CAPITAL MANAGEMENT, L.L.C.

ORACLE INVESTMENT MANAGEMENT INC

Delaware Management Holdings, Inc.

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

FRED ALGER MANAGEMENT, LLC

Harel Insurance Investments & Financial Services Ltd.

BRANDES INVESTMENT PARTNERS, LP

CHILTON INVESTMENT CO INC.

Avantax Planning Partners, Inc.

Sand Hill Global Advisors, LLC

Calamos Wealth Management LLC

SOUND SHORE MANAGEMENT INC /CT/

Cornerstone Investment Partners, LLC

Connecticut Wealth Management, LLC

Obermeyer Wealth Partners

Birch Hill Investment Advisors LLC

Oak Grove Capital LLC

SIGMA INVESTMENT COUNSELORS INC

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

McKinley Carter Wealth Services, Inc.

MOODY LYNN & LIEBERSON, LLC

GUYASUTA INVESTMENT ADVISORS INC

GRANDFIELD & DODD, LLC

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

WOODMONT INVESTMENT COUNSEL LLC

Heck Capital Advisors, LLC

FUKOKU MUTUAL LIFE INSURANCE CO

FULTON BREAKEFIELD BROENNIMAN LLC

Everhart Financial Group, Inc.

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

NEUMEIER POMA INVESTMENT COUNSEL LLC

$1.5B42

Jun 30

Q2 2026

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