The Whale Ledger13F Filings9,283 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,283 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 4657–4704

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4657

JACKSON THORNTON WEALTH MANAGEMENT, LLC

TD Capital Management LLC

THAMES CAPITAL MANAGEMENT LLC

Salomon & Ludwin, LLC

SG Capital Management LLC

PFM Health Sciences, LP

DELTA ASSET MANAGEMENT LLC/TN

Aperture Investors, LLC

Zweig-DiMenna Associates LLC

Wellesley Asset Management

Rhenman & Partners Asset Management AB

MIRABELLA FINANCIAL SERVICES LLP

SUMMIT SECURITIES GROUP LLC

Private Wealth Asset Management, LLC

Capital Investment Services of America, Inc.

IAG Wealth Partners, LLC

LINCLUDEN MANAGEMENT LTD

SANDERS MORRIS HARRIS LLC

Covington Investment Advisors Inc.

Shah Wealth Advisors, LLC

Payne Capital Management, LLC

RASP WEALTH SOLUTIONS, LLC

Juno Financial Group LLC

Platform Wealth Management, LLC

McKinney Capital Management, LLC

Sentinel Advisory Group, LLC

Curry Webb Wealth Management LLC

Johnson Wealth Management, LLC

Serenity Investment Advisors

Oak Barrel Wealth Advisory LLC

GRANVILLE CAPITAL, INC.

Estate Planners Group, LLC

Kinetic Wealth Investment Advisors LLC

Henderson Brothers Financial Partners, LLC

Bauman Advisory Group, LLC

Legend Capital Advisors LLC

Dedeker Financial LLC

Providence Financial Advisors, LLC

Northwest Wealth Advisors, LLC

PINCUS CAPITAL MANAGEMENT, LP

Krane Financial Solutions LLC

$162M55

Jun 30

Q2 2026

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