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 4033–4080

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4033

Grunden Financial Advisory, Inc.

Franchise Capital Ltd

LIFE LINE WEALTH MANAGEMENT LLC

Sowa Financial Group, Inc.

LBJ Family Wealth Advisors, Ltd.

Pollock Investment Advisors, LLC

Alpine Peaks Capital, LP

Matrix Capital Management Company, LP

MARATHON ASSET MANAGEMENT LP

CIBC Private Wealth Group LLC

DUFF & PHELPS INVESTMENT MANAGEMENT CO

COMMERZBANK AKTIENGESELLSCHAFT /FI

Cable Car Capital, LP

E Fund Management Co., Ltd.

Gerber Kawasaki Wealth & Investment Management

Confluence Wealth Services, Inc.

Joel Isaacson & Co., LLC

BlueCrest Capital Management Ltd

Stonehage Fleming Financial Services Holdings Ltd

Capital Asset Advisory Services LLC

Motley Fool Asset Management LLC

SIMON QUICK ADVISORS, LLC

LGT Fund Management Co Ltd.

Klingman & Associates, LLC

Accredited Investors Inc.

Linscomb Wealth, Inc.

ADAR1 Capital Management, LLC

Traynor Capital Management, Inc.

Diversified Enterprises, LLC

Arvest Bank Trust Division

Principle Wealth Partners LLC

EASTERLY INVESTMENT PARTNERS LLC

Symmetry Partners, LLC

Bridgewater Advisors Inc.

GUARDIAN WEALTH ADVISORS, LLC / NC

$1.8B384

Jun 30

Q2 2026

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