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 3361–3408

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3361

GAMCO INVESTORS, INC. ET AL

MANNING & NAPIER ADVISORS LLC

WHITEBOX ADVISORS LLC

Weiss Asset Management LP

TENOR CAPITAL MANAGEMENT Co., L.P.

Sterling Capital Management LLC

GRIMES & Co WEALTH MANAGEMENT, LLC

Freestone Capital Holdings, LLC

Cavalier Investments, LLC

CHILTON CAPITAL MANAGEMENT LLC

FIRST FOUNDATION ADVISORS

Hills Bank & Trust Co

Strategic Financial Services, Inc.

Shaolin Capital Management LLC

OneAscent Financial Services LLC

Westchester Capital Management, LLC

VERUS CAPITAL PARTNERS, LLC

ALBION FINANCIAL GROUP /UT

COMPASS CAPITAL MANAGEMENT, INC

Ranger Investment Management, L.P.

HOLLENCREST CAPITAL MANAGEMENT

MV CAPITAL MANAGEMENT, INC.

Bayview Asset Management, LLC

Dash Acquisitions Inc.

HILL ISLAND FINANCIAL LLC

Sollinda Capital Management LLC

Truffle Hound Capital, LLC

Seven Springs Wealth Group, LLC

Colony Family Offices, LLC

Aspen Capital Management, LLC

O'Neil Global Advisors, Inc.

SK Wealth Management, LLC

Cardinal Strategic Wealth Guidance

Creative Capital Management Investments LLC

Ironsides Asset Advisors, LLC

Ruedi Wealth Management, Inc.

LIFELONG WEALTH ADVISORS, INC.

Meredith Wealth Planning

$424M74

Jun 30

Q2 2026

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