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 4417–4464
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
4417
Arcataur Capital Management LLC
58
$403M105
Jun 30
Q2 2026
4418
Legacy Wealth Management, LLC / MS
58
$390M114
Jun 30
Q2 2026
4419
Provident Wealth Management, LLC
58
$388M161
Jun 30
Q2 2026
4420
OFS Enterprise LLC
58
$382M104
Sep 30
Q3 2026
4421
Alpha Financial Advisors, LLC
58
$382M159
Jun 30
Q2 2026
4422
Pine Harbor Wealth Management, LLC
58
$373M112
Jun 30
Q2 2026
4423
Strathmore Capital Advisors, Inc.
58
$371M142
Jun 30
Q2 2026
4424
Whelan Financial
58
$367M101
Jun 30
Q2 2026
4425
Morling Financial Advisors, LLC
58
$360M123
Jun 30
Q2 2026
4426
Freedom Investment Management, Inc.
58
$359M156
Jun 30
Q2 2026
4427
Sentry LLC
58
$357M132
Jun 30
Q2 2026
4428
Elevated Financial Group LLC
58
$357M117
Sep 30
Q3 2026
4429
CORA CAPITAL ADVISORS LLC
58
$356M145
Jun 30
Q2 2026
4430
DENVER WEALTH MANAGEMENT, INC.
58
$349M109
Jun 30
Q2 2026
4431
Jacobsen Capital Management
58
$342M126
Jun 30
Q2 2026
4432
OneAscent Wealth Management LLC
58
$336M169
Jun 30
Q2 2026
4433
L.K. Benson & Company, P.C.
58
$332M115
Jun 30
Q2 2026
4434
Triton Wealth Management, PLLC
58
$326M133
Jun 30
Q2 2026
4435
Westshore Wealth, LLC
58
$322M107
Jun 30
Q2 2026
4436
Powell Investment Advisors, LLC
58
$317M167
Jun 30
Q2 2026
4437
PENNINGTON PARTNERS & CO., LLC
58
$312M131
Jun 30
Q2 2026
4438
Financial Council, LLC
58
$308M106
Jun 30
Q2 2026
4439
Rede Wealth, LLC
58
$302M118
Jun 30
Q2 2026
4440
Armstrong, Fleming & Moore, Inc
58
$302M115
Jun 30
Q2 2026
4441
Clarus Group, Inc.
58
$295M127
Jun 30
Q2 2026
4442
POWER WEALTH MANAGEMENT LLC
58
$291M118
Jun 30
Q2 2026
4443
Wealth Analytics Partners, LLC
58
$287M200
Sep 30
Q3 2026
4444
FreeGulliver LLC
58
$284M123
Jun 30
Q2 2026
4445
SFG Wealth Management, LLC.
58
$278M113
Jun 30
Q2 2026
4446
HANOVER ADVISORS INC
58
$278M122
Jun 30
Q2 2026
4447
V2 Financial group LLC
58
$268M123
Jun 30
Q2 2026
4448
WMG Financial Advisors, LLC
58
$265M187
Jun 30
Q2 2026
4449
RAELIPSKIE PARTNERSHIP
58
$265M124
Jun 30
Q2 2026
4450
Emprise Bank
58
$262M106
Sep 30
Q3 2026
4451
INSIGHT 2811, INC.
58
$259M122
Jun 30
Q2 2026
4452
STAR Financial Bank
58
$245M109
Jun 30
Q2 2026
4453
Arcus Capital Partners, LLC
58
$242M108
Jun 30
Q2 2026
4454
Financial Avengers, Inc.
58
$241M158
Jun 30
Q2 2026
4455
CURA WEALTH ADVISORS, LLC
58
$234M140
Jun 30
Q2 2026
4456
Pilgrim Partners Asia Pte Ltd
58
$234M108
Jun 30
Q2 2026
4457
tru Independence LLC
58
$234M109
Sep 30
Q3 2026
4458
COOPER/HAIMS ADVISORS, LLC
58
$232M116
Jun 30
Q2 2026
4459
LCM Capital Management Inc
58
$230M129
Jun 30
Q2 2026
4460
PETERSON WEALTH MANAGEMENT
58
$215M184
Jun 30
Q2 2026
4461
HORIZON BANCORP INC /IN/
58
$213M197
Jun 30
Q2 2026
4462
Orcam Financial Group
58
$205M105
Jun 30
Q2 2026
4463
BDFS Capital LLC
58
$203M117
Sep 30
Q3 2026
4464
Tower Wealth Partners, Inc.
58
$203M101
Jun 30
Q2 2026
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