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 4177–4224

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4177

Troutman Wealth Management, LLC

Financial Concepts Unlimited, Inc.

Broussard Financial Group LLC

Wealth Advisory Team LLC

Financial Management, Inc.

HICKS CAPITAL MANAGEMENT LLC

Torrey-Payne Wealth Management, LLC

ALPHA CAPITAL ADVISORS INC /ADV

Investment Insight Wealth Management, LLC

Montgomery Financial Services LLC

Vericrest Private Wealth

American Wealth Advisors, LLC

Charis Legacy Partners, LLC

Navigation Wealth Management, Inc.

AREX Capital Management, LP

Pinegrove Venture Partners, LLC

FACTORIAL MANAGEMENT Ltd

1922 Investment Co LLC

Dai-ichi Life International Holdings LLC

SENTRY INVESTMENT MANAGEMENT LLC

Factorial Partners, LLC

BNP Paribas Asset Management Holding S.A.

TRUIST FINANCIAL CORP

CIBC Bancorp USA Inc.

Point72 Asset Management, L.P.

GROUP ONE TRADING LLC

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

Sequoia Financial Advisors, LLC

CHURCHILL MANAGEMENT Corp

Vestal Point Capital, LP

Duquesne Family Office LLC

WADDELL & ASSOCIATES, LLC

BTG Pactual Asset Management US LLC

YHB Investment Advisors, Inc.

KANAWHA CAPITAL MANAGEMENT LLC

Vantage Investment Partners, LLC

$1.4B64

Mar 31

Q1 2026

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