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 4609–4656

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4609

JUPITER ASSET MANAGEMENT LTD

Epoch Investment Partners, Inc.

Equitable Holdings, Inc.

GUGGENHEIM CAPITAL LLC

SILVERCREST ASSET MANAGEMENT GROUP LLC

WESTWOOD HOLDINGS GROUP INC

ROYCE & ASSOCIATES LP

Atria Investments, Inc

Banque Transatlantique SA

SBI Securities Co., Ltd.

TREMBLANT CAPITAL GROUP

Silvant Capital Management LLC

CAMDEN ASSET MANAGEMENT L P /CA

Y.D. More Investments Ltd

Nan Shan Life Insurance Co., Ltd.

SageView Advisory Group, LLC

Johnson Financial Group, Inc.

Marathon Asset Management Ltd

Meridiem Capital Partners LP

Checchi Capital Advisers, LLC

ANGELES WEALTH MANAGEMENT, LLC

Oakworth Capital, Inc.

CRAMER ROSENTHAL MCGLYNN LLC

Texas Capital Bank Wealth Management Services Inc

Ardmore Road Asset Management LP

Triad Wealth Partners, LLC

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

CORDA Investment Management, LLC.

Asset Dedication, LLC

N.E.W. Advisory Services LLC

Inspire Advisors, LLC

Washington Trust Advisors, Inc.

DT Investment Partners, LLC

JNBA Financial Advisors

CCM INVESTMENT ADVISERS LLC

$1.3B88

Jun 30

Q2 2026

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