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 4225–4272

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4225

Callodine Capital Management, LP

Efficient Advisors, LLC

CAMPBELL NEWMAN ASSET MANAGEMENT INC

TCV Trust & Wealth Management, Inc.

Kintegral Advisory, LLC

BEACON FINANCIAL GROUP

Center for Financial Planning, Inc.

Boussard & Gavaudan Investment Management LLP

New England Private Wealth Advisors LLC

Archford Capital Strategies, LLC

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO

FIRST COMMONWEALTH FINANCIAL CORP /PA/

Camelot Capital Partners, LLC

Eldred Rock Partners, LLC

Wealth High Governance Capital Ltda

Rhino Investment Partners, Inc

NerdWallet Wealth Partners, LLC

MB, LEVIS & ASSOCIATES, LLC

P SCHOENFELD ASSET MANAGEMENT LP

Sitrin Capital Management LLC

Baugh & Associates, LLC

Bullseye Investment Management, LLC

JERICHO FINANCIAL, LLP

Clayton Financial Group LLC

INCOME RESEARCH & MANAGEMENT

Sivik Global Healthcare LLC

Processus Wealth & Capital Management, LLC

U S WEALTH GROUP, LLC.

HAHN CAPITAL MANAGEMENT LLC

Kennon-Green & Company, LLC

JONES ROAD CAPITAL MANAGEMENT, L.P.

BTS Asset Management, Inc.

AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD

FULLER & THALER ASSET MANAGEMENT, INC.

FOUNDATIONS INVESTMENT ADVISORS, LLC

MUFG Securities EMEA plc

Advisors Capital Management, LLC

OP Asset Management Ltd

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

$9.3B1,509

Jun 30

Q2 2026

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