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 3073–3120

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3073

ARS Wealth Advisors Group, LLC

PHILLIPS FINANCIAL MANAGEMENT, LLC

HENGEHOLD CAPITAL MANAGEMENT LLC

Heartwood Wealth Advisors LLC

First Nebraska Trust Co

Silicon Valley Capital Partners

CAPE COD FIVE CENTS SAVINGS BANK

Counterpoint Mutual Funds LLC

JGP Wealth Management, LLC

Goldstein Advisors, LLC

RATIONAL ADVISORS, INC.

Legacy Edge Advisors, LLC

Baldwin Investment Management, LLC

Financial Advisors, LLC

JFG Wealth Management, LLC

Edenbrook Capital, LLC

Act Two Investors LLC

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

BENDER ROBERT & ASSOCIATES

DG Capital Management, LLC

CALIFORNIA FIRST LEASING CORP

Coleford Investment Management Ltd.

AllGen Financial Advisors, Inc.

Carmel Capital Management L.L.C.

HOWARD HUGHES MEDICAL INSTITUTE

OnyxPoint Global Management LP

New England Capital Financial Advisors LLC

Kanen Wealth Management LLC

Kiltearn Partners LLP

DKRT Investments Corp.

ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.

Holowesko Partners Ltd.

Redwood Grove Capital, LLC

PARUS FINANCE (UK) Ltd

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

11 Capital Partners LP

Guardian Wealth Management, LLC

Seven Post Investment Office LP

Your Advocates Ltd., LLP

LONESTAR CAPITAL MANAGEMENT LLC

Westwood Wealth Management

Elite Wealth Management, Inc.

$337M47

Jun 30

Q2 2026

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