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 4225–4272

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4225

Alpha Financial Partners, LLC

Wealth Preservation Advisors, LLC

SwitchPoint Financial Planning, LLC

Gutierrez Wealth Advisory, LLC

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Swisher Financial Concepts, Inc.

Summit Portfolio Management, LTD.

RPS ADVISORY SOLUTIONS LLC

FIDUCIARY ADVISORS, INC.

SIMA Wealth Partners, LLC

SYNTAX RESEARCH, INC.

Sherman Asset Management, Inc.

Ferguson Johnson Wealth Management Inc

Western Pacific Wealth Management, LP

Index Venture Associates III Ltd

Copperwood Asset Management LP

Samson Rock Capital LLP

China-UAE Investment Cooperation Fund, L.P.

VANGUARD MARKETING CORPORATION

Bregal General Partner Jersey Ltd

Madryn Asset Management, LP

HS Investments III Ltd

IDG-Accel China Capital GP II Associates Ltd.

Benson Investment Management Company, Inc.

Declaration Partners LP

SG Americas Securities, LLC

ACADIAN ASSET MANAGEMENT LLC

DekaBank Deutsche Girozentrale

TUDOR INVESTMENT CORP ET AL

ASR Vermogensbeheer N.V.

GILDER GAGNON HOWE & CO LLC

Harvest Portfolios Group Inc.

Aware Super Pty Ltd as trustee of Aware Super

CAPITAL ADVISORS INC/OK

CONFLUENCE INVESTMENT MANAGEMENT LLC

CRAWFORD INVESTMENT COUNSEL INC

Badgley Phelps Wealth Managers, LLC

MAPLELANE CAPITAL, LLC

FIRST FINANCIAL BANKSHARES INC

Thrive Wealth Management, LLC

Defilade Capital Management, L.P.

DUDLEY & SHANLEY, INC.

$662M38

Jun 30

Q2 2026

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