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 43214368
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
4321
Private Advisor Group, LLC
60
$21.8B2,576
Jun 30
Q2 2026
4322
JUPITER ASSET MANAGEMENT LTD
60
$20.2B769
Jun 30
Q2 2026
4323
Empowered Funds, LLC
60
$19.0B7,203
Jun 30
Q2 2026
4324
Epoch Investment Partners, Inc.
60
$17.6B588
Jun 30
Q2 2026
4325
Equitable Holdings, Inc.
60
$16.7B1,835
Jun 30
Q2 2026
4326
Merit Financial Group, LLC
60
$16.4B10,700
Jun 30
Q2 2026
4327
GUGGENHEIM CAPITAL LLC
60
$15.9B3,086
Jun 30
Q2 2026
4328
SILVERCREST ASSET MANAGEMENT GROUP LLC
60
$15.3B845
Jun 30
Q2 2026
4329
WESTWOOD HOLDINGS GROUP INC
60
$13.3B626
Jun 30
Q2 2026
4330
ROYCE & ASSOCIATES LP
60
$12.4B747
Jun 30
Q2 2026
4331
BENJAMIN EDWARDS INC
60
$11.0B1,998
Jun 30
Q2 2026
4332
DEERFIELD MANAGEMENT COMPANY, L.P.
60
$7.8B150
Dec 31
Q4 2025
4333
AlTi Global, Inc.
60
$4.8B811
Jun 30
Q2 2026
4334
Valeo Financial Advisors, LLC
60
$4.7B848
Jun 30
Q2 2026
4335
Banque Transatlantique SA
60
$4.7B513
Jun 30
Q2 2026
4336
SBI Securities Co., Ltd.
60
$4.4B4,072
Jun 30
Q2 2026
4337
REINHART PARTNERS, LLC.
60
$4.4B72
Jun 30
Q2 2026
4338
Advisory Alpha, LLC
60
$4.1B571
Jun 30
Q2 2026
4339
SALEM INVESTMENT COUNSELORS INC
60
$4.0B1,244
Jun 30
Q2 2026
4340
Retirement Planning Group, LLC
60
$3.9B543
Jun 30
Q2 2026
4341
BIP Wealth, LLC
60
$3.5B560
Jun 30
Q2 2026
4342
TREMBLANT CAPITAL GROUP
60
$3.5B58
Jun 30
Q2 2026
4343
Silvant Capital Management LLC
60
$3.4B521
Jun 30
Q2 2026
4344
CAMDEN ASSET MANAGEMENT L P /CA
60
$3.4B73
Jun 30
Q2 2026
4345
Y.D. More Investments Ltd
60
$3.2B625
Jun 30
Q2 2026
4346
Nan Shan Life Insurance Co., Ltd.
60
$3.2B82
Jun 30
Q2 2026
4347
SageView Advisory Group, LLC
60
$3.1B615
Jun 30
Q2 2026
4348
Johnson Financial Group, Inc.
60
$3.0B1,178
Jun 30
Q2 2026
4349
Hosking Partners LLP
60
$3.0B98
Jun 30
Q2 2026
4350
Bogart Wealth, LLC
60
$2.9B2,013
Jun 30
Q2 2026
4351
Marathon Asset Management Ltd
60
$2.5B74
Jun 30
Q2 2026
4352
Meridiem Capital Partners LP
60
$2.2B85
Jun 30
Q2 2026
4353
Checchi Capital Advisers, LLC
60
$2.2B609
Jun 30
Q2 2026
4354
ANGELES WEALTH MANAGEMENT, LLC
60
$2.2B632
Jun 30
Q2 2026
4355
Oakworth Capital, Inc.
60
$2.1B1,354
Jun 30
Q2 2026
4356
CERTUITY, LLC
60
$2.0B674
Jun 30
Q2 2026
4357
JFS WEALTH ADVISORS, LLC
60
$2.0B2,257
Jun 30
Q2 2026
4358
CRAMER ROSENTHAL MCGLYNN LLC
60
$2.0B96
Jun 30
Q2 2026
4359
Aaron Wealth Advisors LLC
60
$2.0B688
Jun 30
Q2 2026
4360
Texas Capital Bank Wealth Management Services Inc
60
$1.9B549
Jun 30
Q2 2026
4361
PDS Planning, Inc
60
$1.7B609
Jun 30
Q2 2026
4362
Ardmore Road Asset Management LP
60
$1.7B70
Jun 30
Q2 2026
4363
Triad Wealth Partners, LLC
60
$1.7B559
Jun 30
Q2 2026
4364
Keel Point, LLC
60
$1.7B520
Jun 30
Q2 2026
4365
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
60
$1.7B1,636
Jun 30
Q2 2026
4366
CORDA Investment Management, LLC.
60
$1.6B85
Jun 30
Q2 2026
4367
Quent Capital, LLC
60
$1.6B1,653
Jun 30
Q2 2026
4368
Asset Dedication, LLC
60
$1.6B1,243
Jun 30
Q2 2026
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