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 3697–3744

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

SAX WEALTH ADVISORS, LLC

CHILTON CAPITAL MANAGEMENT LLC

FIRST FOUNDATION ADVISORS

Hills Bank & Trust Co

Shaolin Capital Management LLC

OneAscent Financial Services LLC

Aaron Wealth Advisors 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

Curated Wealth Partners LLC

MV CAPITAL MANAGEMENT, INC.

Ionic Capital Management LLC

Bayview Asset Management, LLC

Dash Acquisitions Inc.

HILL ISLAND FINANCIAL LLC

Sollinda Capital Management LLC

Truffle Hound Capital, LLC

Seven Springs Wealth Group, 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.

EnRich Financial Partners LLC

Compass Advisory Group LLC

Resolute Advisors LLC

McMill Wealth Management

Squire Investment Management Company, LLC

Headland Capital, LLC

Three Bridge Wealth Advisors, LLC

Summit Investment Advisory Services, LLC

ForthRight Wealth Management, LLC

Smart Money Group LLC

$390M86

Jun 30

Q2 2026

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