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 4513–4560

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4513

Vert Asset Management LLC

Members Advisory Group LLC

Spectrum Asset Management, Inc. (NB/CA)

FIRST NATIONAL BANK SIOUX FALLS

Boothe Investment Group, Inc.

Cambridge Financial Group, LLC

SONATA CAPITAL GROUP INC

AAFMAA Wealth Management & Trust LLC

Boyd Wealth Management, LLC

CUMBERLAND ADVISORS INC

CAMPBELL CAPITAL MANAGEMENT INC

Exane Asset Management

Allie Family Office LLC

Aurelius Family Office LLC

Richardson Capital Management LLC

Chronos Wealth Management, LLC

Yardley Wealth Management LLC

CLARK FINANCIAL SERVICES GROUP INC /BD

Mader & Shannon Wealth Management, Inc.

Capelight Capital Asset Management LP

Marmo Financial Group, LLC

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

QSM Asset Management Ltd

Ervin Investment Management, LLC

Marathon Strategic Advisors, LLC

Legend Financial Advisors, Inc.

Hansen & Associates Financial Group, Inc.

Penbrook Management LLC

COREPATH WEALTH PARTNERS LLC

FMA Wealth Management, LLC

Nicholson Meyer Capital Management, Inc.

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC

THRIVENT FINANCIAL FOR LUTHERANS

Eurizon Capital SGR S.p.A.

SEB Asset Management AB

Swiss Life Asset Management Ltd

Pinnacle Financial Partners, Inc.

PINEBRIDGE INVESTMENTS LLC

Van Berkom & Associates Inc.

WEDGE CAPITAL MANAGEMENT L L P/NC

Merewether Investment Management, LP

$5.2B79

Mar 31

Q1 2026

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