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 4705–4752

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4705

Divergent Planning, LLC

Lanham O'Dell & Company, Inc.

PALO ALTO WEALTH ADVISORS, LLC

Grunden Financial Advisory, Inc.

Franchise Capital Ltd

Sowa Financial Group, Inc.

Pollock Investment Advisors, LLC

Virginia Estate & Retirement Planning Advisors Inc.

Matrix Capital Management Company, LP

MARATHON ASSET MANAGEMENT LP

CIBC Private Wealth Group LLC

DRIEHAUS CAPITAL MANAGEMENT LLC

FRONTIER CAPITAL MANAGEMENT CO LLC

COMMERZBANK AKTIENGESELLSCHAFT /FI

E. Ohman J:or Asset Management AB

71 West Capital Partners

Global X Japan Co., Ltd.

Cardinal Point Capital Management ULC

Heck Capital Advisors, LLC

Falcon Wealth Planning

Everhart Financial Group, Inc.

NEVILLE RODIE & SHAW INC

Clark Asset Management, LLC

JGP Wealth Management, LLC

Graves Light Lenhart Wealth, Inc.

Quantum Financial Advisors, LLC

HOWARD FINANCIAL SERVICES, LTD.

GREAT POINT PARTNERS LLC

Plotkin Financial Advisors, LLC

HATCH COVE CAPITAL, LLC

Adirondack Capital Advisors, LLC

Delta Wealth Advisors LLC

Arnold Financial Planning LLC

Markin Asset Management, LP

Plus Group Wealth Advisors LLC

Shelter Rock Management, LLC

AREX Capital Management, LP

Great Mountain Partners LLC

$9M1

Jun 30

Q2 2026

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