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 3649–3696

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3649

Legacy Advisory Services, LLC

BG Investment Services, Inc.

Windsor Advisory Group, LLC

Crabel Capital Management, LLC

Challenger Wealth Management

Black Diamond Capital Management I, LLLP

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

Dynamic Financial Group

M Wealth Management, LLC

Capital CS Group, LLC

Frankly Finances, LLC

Brandywine Asset Management, Inc.

Dauntless Investment Group, LLC

Alamea Verwaltungs GmbH

Gumshoe Capital Management LLC

VERUS WEALTH MANAGEMENT, LLC

KDK Private Wealth Management, LLC

Electric Capital Partners, LLC

TABR Capital Management, LLC

OFC FINANCIAL PLANNING, LLC

Kazazian Asset Management, LLC

Putney Financial Group LLC

BRC-Global BAH Investments Ltd.

Arrow Investment Advisors, LLC

Sulzberger Capital Advisors, Inc.

HARRIS ASSOCIATES L P

Railway Pension Investments Ltd

Energy Income Partners, LLC

Danica Pension, Livsforsikringsaktieselskab

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

ANTIPODES PARTNERS Ltd

INSPIRION WEALTH ADVISORS, LLC

Pathway Financial Advisors LLC

BUFFALO BUSINESS & ESTATE SERVICES LTD

Alvarez & Marsal Private Wealth Partners, LLC

$759M107

Jun 30

Q2 2026

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