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 4081–4128

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Motley Fool Asset Management LLC

SIMON QUICK ADVISORS, LLC

LGT Fund Management Co Ltd.

Klingman & Associates, LLC

Linscomb Wealth, Inc.

ADAR1 Capital Management, LLC

Traynor Capital Management, Inc.

Arvest Bank Trust Division

Principle Wealth Partners LLC

EASTERLY INVESTMENT PARTNERS LLC

Symmetry Partners, LLC

Bridgewater Advisors Inc.

GUARDIAN WEALTH ADVISORS, LLC / NC

INFRASTRUCTURE CAPITAL ADVISORS, LLC

TIAA TRUST, NATIONAL ASSOCIATION

TRUSTMARK BANK TRUST DEPARTMENT

Strategic Investment Advisors / MI

EARNED WEALTH ADVISORS, LLC

Abundance Wealth Counselors

DLD Asset Management, LP

MOSAIC FAMILY WEALTH PARTNERS, LLC

Symmetry Investments LP

Fort Point Capital Partners LLC

WASHINGTON TRUST BANK

Diversified Portfolios, Inc.

Kimelman & Baird, LLC

GERMAN AMERICAN BANCORP, INC.

MEANS INVESTMENT CO., INC.

Wescott Financial Advisory Group, LLC

CARDIFF PARK ADVISORS, LLC

Wealth Architects, LLC

Shepherd Financial Partners LLC

SUMMIT WEALTH GROUP LLC / CO

Cornerstone Advisory, LLC

Compass Ion Advisors, LLC

Cascade Financial Partners, LLC

$1.2B283

Jun 30

Q2 2026

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