The Whale Ledger13F Filings9,282 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,282 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 3409–3456

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3409

Rodgers & Associates, LTD

Portland Global Advisors LLC

U S GLOBAL INVESTORS INC

BlueStem Wealth Partners, LLC

ADVISORY RESEARCH INC

MBB PUBLIC MARKETS I LLC

NI ACQUISITIONS COMPANY, LLC

Pioneer Family Office, LLC

Montaka Global Pty Ltd

Niles Investment Management, LLC

Obion Capital Management LP

SaddleRock Capital Management LLC

Immersion Capital LLP

Ampfield Management, L.P.

WestBridge Capital Management, LLC

Institutional Venture Management XV, LLC

NORTHWESTERN UNIVERSITY

Hein Park Capital Management LP

WOLVERINE TRADING, LLC

DEPRINCE RACE & ZOLLO INC

Mill Creek Capital Advisors, LLC

ZEVENBERGEN CAPITAL INVESTMENTS LLC

HOMESTEAD ADVISERS CORP

Richard Bernstein Advisors LLC

Analyst IMS Investment Management Services Ltd.

HAWK RIDGE CAPITAL MANAGEMENT LP

Trust Asset Management LLC

Intermede Investment Partners Ltd

Boston Common Asset Management, LLC

Wellspring Financial Advisors, LLC

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

Winthrop Advisory Group LLC

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

CapWealth Advisors, LLC

Charter Oak Capital Management, LLC

JTC Employer Solutions Trustee Ltd

Kohmann Bosshard Financial Services, LLC

$1.2B229

Jun 30

Q2 2026

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