The Filing Season
Every 13F report from every filer — cover-page totals for the whole season, what got accumulated and reduced, who changed, and the amendments record.
Filing season in progress: the 45-day window for Q3 2026 is still open — aggregates describe managers who have already filed, not the full universe.
429 of approximately 8,909 expected managers have filed for Q3 2026 (4.8%) — “expected” = the prior season's filer count
Σ value = cover-page totals as reported, across 448 of 448 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)
| # | Manager | Reported value | Positions | Filed |
|---|---|---|---|---|
| 1 | Congress Asset Management Co (cover page only) | $15.43B | 406 | Oct 06 |
| 2 | Farther Finance Advisors, LLC (cover page only) | $14.18B | 6,201 | Oct 08 |
| 3 | Artemis Investment Management LLP (cover page only) | $11.47B | 200 | Oct 08 |
| 4 | Two Seas Capital LP (cover page only) | $8.68B | 47 | Oct 06 |
| 5 | Ferguson Wellman Capital Management, Inc (cover page only) | $8.38B | 540 | Oct 05 |
| 6 | Apella Capital, LLC (cover page only) | $7.88B | 857 | Oct 08 |
| 7 | Douglas Lane & Associates, LLC (cover page only) | $7.46B | 246 | Oct 09 |
| 8 | Sapient Capital Llc (cover page only) | $7.44B | 392 | Oct 08 |
| 9 | Gradient Investments LLC (cover page only) | $7.00B | 457 | Oct 08 |
| 10 | Eastern Bank (cover page only) | $6.58B | 1,560 | Oct 05 |
| 11 | Confluence Investment Management Llc (cover page only) | $5.97B | 424 | Oct 01 |
| 12 | Valeo Financial Advisors, LLC (cover page only) | $4.74B | 872 | Oct 08 |
| Manager | Type | Original filed | Amended | Value: original → amended | |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | restatement | Oct 09 | Oct 09 | $216.94M → $216.94M (0.0%) | SEC ↗ |
“restates entire filing” replaces the original table; “new holding entries” adds to it. Our analytics always use the latest accepted version; both filings stay in the record. How amendments work
Showing 1–100 of 459
managers that reported this season
One row per manager: these managers filed 479 separate documents — advisers may file one 13F per sub-portfolio. Totals combine only live documents.
$1.76B reported · 533 holdings listed · 1 other managers included · SEC ↗
Q3 2026$1.51B reported · 160 holdings listed · SEC ↗
Q3 2026$887.60M reported · 233 holdings listed · SEC ↗
Q3 2026$702.87M reported · 136 holdings listed · SEC ↗
Q3 2026$466.44M reported · 194 holdings listed · 2 other managers included · SEC ↗
Q3 2026$455.47M reported · 160 holdings listed · 1 other managers included · SEC ↗
Q3 2026$433.89M reported · 228 holdings listed · SEC ↗
Oct 09–Oct 09$348.19M reported · 178 holdings listed · 1 other managers included · SEC ↗
Q3 2026$339.79M reported · 13 holdings listed · SEC ↗
Q3 2026$210.09M reported · 24 holdings listed · SEC ↗
Q3 2026$208.01M reported · 89 holdings listed · SEC ↗
Q3 2026