★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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.

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

8,909 of approximately 8,795 expected managers have filed for Q2 2026 (101.3%); “expected” = the prior season's filer count

9,44413F-HR reports
$79.47TΣ reported value
4.45MHoldings listedall filers · Q2 2026
173Amendments
1,959Notice filings
Jul 01First filed
Oct 20Latest filed

Σ value = cover-page totals as reported, across 9,443 of 9,444 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

9,444 reports filed Jul 01 to Sep 29; busiest day Aug 14 with 1,7844999991,4981,998Jul 01: 28 reportsJul 02: 33 reportsJul 06: 39 reportsJul 07: 114 reportsJul 08: 115 reportsJul 09: 194 reportsJul 10: 99 reportsJul 13: 155 reportsJul 14: 184 reportsJul 15: 199 reportsJul 16: 179 reportsJul 17: 122 reportsJul 20: 180 reportsJul 21: 221 reportsJul 22: 241 reportsJul 23: 261 reportsJul 24: 269 reportsJul 27: 297 reportsJul 28: 256 reportsJul 29: 241 reportsJul 30: 210 reportsJul 31: 203 reportsAug 03: 216 reportsAug 04: 225 reportsAug 05: 281 reportsAug 06: 307 reportsAug 07: 409 reportsAug 10: 351 reportsAug 11: 429 reportsAug 12: 458 reportsAug 13: 708 reportsAug 14: 1,784 reportsAug 17: 91 reportsAug 18: 37 reportsAug 19: 23 reportsAug 20: 14 reportsAug 21: 8 reportsAug 24: 10 reportsAug 25: 31 reportsAug 26: 18 reportsAug 27: 57 reportsAug 28: 4 reportsAug 31: 5 reportsSep 01: 4 reportsSep 02: 14 reportsSep 03: 3 reportsSep 04: 8 reportsSep 08: 2 reportsSep 09: 5 reportsSep 10: 8 reportsSep 11: 7 reportsSep 14: 6 reportsSep 15: 4 reportsSep 16: 32 reportsSep 17: 5 reportsSep 18: 4 reportsSep 21: 5 reportsSep 22: 14 reportsSep 23: 7 reportsSep 24: 7 reportsSep 25: 2 reportsSep 29: 1 reports100%45-day deadline · Aug 141,784 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 15
13F-HR reports filed per day, all filers, with the 45-day statutory deadline marked. Bars are calendar days (weekends stay empty); the line traces the cumulative share of the season filed.
48.4% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+51,524New positions
−37,326Full exits
215,884Increased
169,750Reduced
234Comparable managers

Position-level changes across tracked managers with a comparable prior filing (the deep-parsed universe, not all filers). Buying in depth → · Selling in depth →

Street lamps in front of the glass facade of the SEC headquarters
Headquarters of the U.S. Securities and Exchange Commission, Washington, D.C., 2008. Photo: David (dbking on Flickr) · CC BY 2.0 · Wikimedia Commons · All photo credits
Most accumulated · most reduced

Most accumulated so far

SecurityΔ holdersNewHolders
SPCX Space Exploration… +164 +165 165
FDXF FedEx Freight… +163 +164 164
HONA Honeywell Aerospace… +160 +160 160
TRI Thomson Reuters… +118 +119 120
VGNT Versigent PLC +104 +107 119
CBRS Cerebras Systems… +102 +103 103
KEEL Keel Infrastructure… +93 +93 93
WSE Wise Group plc… +87 +88 88

Most reduced so far

SecurityΔ holdersExitsHolders
MAPS -54 −54 3
SNBRQ -51 −52 3
SGMOQ -40 −41 3
WIX Wix.com Ltd. -21 −25 93
NVRI Enviri Corporation -20 −22 55
MNDY monday.com Ltd. -19 −25 93
MQ Marqeta, Inc. -19 −22 81
EPAM EPAM Systems, Inc. -18 −27 121

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $6.73T 49,968 Aug 07
2 Vanguard Capital Management Llc $4.68T 4,092 Aug 13
3 State Street Global Advisors $3.37T 4,177 Aug 07
4 Fidelity (FMR) $2.30T 13,978 Aug 13
5 Vanguard Portfolio Management Llc (cover page only) $2.22T 3,141 Aug 13
6 Morgan Stanley $1.89T 45,905 Aug 13
7 Geode Capital Management $1.88T 8,470 Aug 12
8 JPMorgan Chase $1.81T 34,064 Aug 12
9 Bank Of America Corp /De/ $1.55T 18,318 Aug 14
10 Susquehanna International Group, Llp $1.28T 15,205 Aug 14
11 Invesco Ltd. $1.26T 23,395 Aug 14
12 Jane Street Group, Llc $1.21T 14,718 Aug 14
Notable manager changes
01 Assenagon Asset Management S.A.

Reported value +143.5% QoQ ($65.87B → $160.39B)

→
02 Nomura Holdings Inc

Reported value +126.3% QoQ ($37.71B → $85.36B)

→
03 Third Point

Reported value +124.7% QoQ ($2.08B → $4.68B)

→
04 Bamco Inc /Ny/

Reported value +101.2% QoQ ($33.13B → $66.64B)

→
05 Norges Bank

+1602 new positions this quarter (1,617 total)

→
06 Citadel Advisors

+1586 new positions this quarter (16,122 total)

→
07 Hrt Financial Lp

+1551 new positions this quarter (4,119 total)

→
08 Jane Street Group, Llc

+1523 new positions this quarter (14,718 total)

→
09 Walleye Trading LLC

Top-10 concentration 31% → 42% (+10.9pp)

→
10 Optiver Holding B.V.

Top-10 concentration 52% → 61% (+9.7pp)

→

Screened from tracked managers with comparable prior filings: largest reported-value swings (≥$500M books), most new positions, and biggest concentration jumps. Value changes mix trading and market moves.

The amendments record
ManagerTypeOriginal filedAmendedValue: original → amended
HMS Capital Management, LLC restatement Jul 21 Oct 20 $267.36M → $267.36M (0.0%) SEC ↗
Howard Financial Services, Ltd. new holdings Jul 07 Oct 14 $1.00B → $927.27M (-7.4%) SEC ↗
Blackstone Inc. new holdings Aug 14 Oct 09 $32.93B → $6.03B (-81.7%) SEC ↗
Caz Investments Lp new holdings Aug 13 Oct 09 $95.93M → $479.39M (+399.8%) SEC ↗
Elm Partners Management LLC restatement Jul 28 Oct 07 $2.79B → $3.36B (+20.5%) SEC ↗
Advus Financial Partners, LLC restatement Aug 25 Oct 02 $259.41M → $350.95M (+35.3%) SEC ↗
Allie Family Office LLC restatement Aug 13 Oct 02 $269.25M → $270.42M (+0.4%) SEC ↗
Greenwich Wealth Management LLC new holdings Aug 12 Sep 29 $2.74M → $4.35M (+58.7%) SEC ↗
Envestnet Asset Management Inc restatement Aug 03 Sep 23 $423.60B → $424.24B (+0.2%) SEC ↗
Envestnet Portfolio Solutions, Inc. restatement Jul 20 Sep 23 $20.87B → $20.90B (+0.2%) SEC ↗
Qrg Capital Management, Inc. restatement Jul 14 Sep 23 $12.09B → $12.19B (+0.8%) SEC ↗
State Street Global Advisors restatement Aug 07 Sep 22 $3.37T → $3.38T (+0.4%) SEC ↗
MAC Alpha Capital Management, LP restatement Aug 14 Sep 21 $216.08M → $213.13M (-1.4%) SEC ↗
Hbk Investments L P restatement Aug 14 Sep 16 $10.24B → $10.29B (+0.6%) SEC ↗
Arbiter Partners Capital Management… new holdings Aug 10 Sep 15 $189.91M → $196.55M (+3.5%) 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

The complete feed

Showing 1–100 of 11,576 individual filing documents

Oct 20 HMS Capital Management, LLC

13F-HR/A · $267.36M reported · 120 holdings listed · SEC ↗

Q2 2026
Oct 14 Howard Financial Services, Ltd.

13F-HR/A · $927.27M reported · 238 holdings listed · SEC ↗

Q2 2026
Oct 09 Blackstone Inc.

13F-HR/A · $6.03B reported · 2 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Oct 09 Caz Investments Lp

13F-HR/A · $479.39M reported · 61 holdings listed · SEC ↗

Q2 2026
Oct 07 Elm Partners Management LLC

13F-HR/A · $3.36B reported · 160 holdings listed · SEC ↗

Q2 2026
Oct 02 Advus Financial Partners, LLC

13F-HR/A · $350.95M reported · 142 holdings listed · SEC ↗

Q2 2026
Oct 02 Allie Family Office LLC

13F-HR/A · $270.42M reported · 107 holdings listed · SEC ↗

Q2 2026
Sep 29 Cim Investment Management Inc

13F-HR · $417.22M reported · 276 holdings listed · SEC ↗

Q2 2026
Sep 29 Greenwich Wealth Management LLC

13F-HR/A · $4.35M reported · 1 holdings listed · SEC ↗

Q2 2026
Sep 25 Atomic Invest LLC

13F-HR · $1.14B reported · 389 holdings listed · SEC ↗

Q2 2026
Sep 25 Atomic Invest LLC

13F-HR · $212.35M reported · 356 holdings listed · SEC ↗

Q2 2026
Sep 24 Bullock Wealth Management Group

13F-HR · $201.12M reported · 620 holdings listed · SEC ↗

Q2 2026
Sep 24 Bullock Wealth Management Group

13F-HR · $188.80M reported · 591 holdings listed · SEC ↗

Q2 2026
Sep 24 Bullock Wealth Management Group

13F-HR · $178.93M reported · 577 holdings listed · SEC ↗

Q2 2026
Sep 24 Bullock Wealth Management Group

13F-HR · $171.46M reported · 602 holdings listed · SEC ↗

Q2 2026
Sep 24 Bullock Wealth Management Group

13F-HR · $165.89M reported · 576 holdings listed · SEC ↗

Q2 2026
Sep 24 Bullock Wealth Management Group

13F-HR · $152.63M reported · 569 holdings listed · SEC ↗

Q2 2026
Sep 24 Bullock Wealth Management Group

13F-HR · $149.27M reported · 570 holdings listed · SEC ↗

Q2 2026
Sep 23 Envestnet Asset Management Inc

13F-HR/A · $424.24B reported · 4,825 holdings listed · largest holding: IVV · analysis · SEC ↗

Q2 2026
Sep 23 Envestnet Portfolio Solutions, Inc.

13F-HR/A · $20.90B reported · 1,370 holdings listed · SEC ↗

Q2 2026
Sep 23 Qrg Capital Management, Inc.

13F-HR/A · $12.19B reported · 1,214 holdings listed · SEC ↗

Q2 2026
Sep 23 Pensioenfonds Rail & Ov

13F-HR · $1.47B reported · 37 holdings listed · SEC ↗

Q2 2026
Sep 23 Pensioenfonds Rail & Ov

13F-HR · $1.44B reported · 40 holdings listed · SEC ↗

Q2 2026
Sep 23 Innovative Advisory Group, LLC

13F-HR · $162.51M reported · 262 holdings listed · SEC ↗

Q2 2026
Sep 23 Innovative Advisory Group, LLC

13F-HR · $157.10M reported · 249 holdings listed · SEC ↗

Q2 2026
Sep 23 Innovative Advisory Group, LLC

13F-HR · $118.44M reported · 255 holdings listed · SEC ↗

Q2 2026
Sep 23 Innovative Advisory Group, LLC

13F-HR · $115.19M reported · 239 holdings listed · SEC ↗

Q2 2026
Sep 23 Innovative Advisory Group, LLC

13F-HR · $105.34M reported · 242 holdings listed · SEC ↗

Q2 2026
Sep 22 State Street Global Advisors

13F-HR/A · $3.38T reported · 4,261 holdings listed · 11 other managers included · largest holding: NVDA · analysis · SEC ↗

Q2 2026
Sep 22 Andra AP-fonden

13F-HR · $8.70B reported · 393 holdings listed · SEC ↗

Q2 2026
Sep 22 Deeter Investments LLP

13F-HR · $890.87M reported · 102 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $187.83M reported · 13 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $177.95M reported · 11 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $169.70M reported · 13 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $155.36M reported · 13 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $138.32M reported · 12 holdings listed · SEC ↗

Q2 2026
Sep 22 Innovative Advisory Group, LLC

13F-HR · $131.89M reported · 31 holdings listed · SEC ↗

Q2 2026
Sep 22 Innovative Advisory Group, LLC

13F-HR · $121.75M reported · 31 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $120.76M reported · 12 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $119.80M reported · 12 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $115.98M reported · 12 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $115.98M reported · 12 holdings listed · SEC ↗

Q2 2026
Sep 22 PHOENIX ASSET MANAGEMENT PARTNERS Ltd

13F-HR · $77.12M reported · 9 holdings listed · SEC ↗

Q2 2026
Sep 21 Silicon Valley Capital Partners

13F-HR · $1.23B reported · 457 holdings listed · SEC ↗

Q2 2026
Sep 21 Premier Financial Group

13F-HR · $497.29M reported · 243 holdings listed · SEC ↗

Q2 2026
Sep 21 MAC Alpha Capital Management, LP

13F-HR/A · $213.13M reported · 21 holdings listed · SEC ↗

Q2 2026
Sep 21 Altar Rock LLC

13F-HR · $85.18M reported · 157 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Sep 21 Altar Rock LLC

13F-HR · $83.45M reported · 160 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Sep 21 Altar Rock LLC

13F-HR · $68.44M reported · 89 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Sep 18 Kirkwood Financial Services

13F-HR · $270.12M reported · 34 holdings listed · SEC ↗

Q2 2026
Sep 18 Security National Bank Of Sioux City Iowa /Ia/

13F-HR · $243.69M reported · 358 holdings listed · SEC ↗

Q2 2026
Sep 18 Security National Bank Of So Dak

13F-HR · $216.58M reported · 346 holdings listed · SEC ↗

Q2 2026
Sep 18 Atomic Invest LLC

13F-HR · $177.75M reported · 308 holdings listed · SEC ↗

Q2 2026
Sep 17 Kirkwood Financial Services

13F-HR · $291.80M reported · 40 holdings listed · SEC ↗

Q2 2026
Sep 17 Kirkwood Financial Services

13F-HR · $285.68M reported · 35 holdings listed · SEC ↗

Q2 2026
Sep 17 Wellington-Altus Usa Inc.

13F-HR · $169.72M reported · 739 holdings listed · SEC ↗

Q2 2026
Sep 17 Wellington-Altus Usa Inc.

13F-HR · $140.33M reported · 699 holdings listed · SEC ↗

Q2 2026
Sep 17 Wellington-Altus Usa Inc.

13F-HR · $135.03M reported · 713 holdings listed · SEC ↗

Q2 2026
Sep 16 Hbk Investments L P

13F-HR/A · $10.29B reported · 276 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $428.36M reported · 149 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $418.22M reported · 133 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $410.90M reported · 135 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $366.21M reported · 125 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $335.94M reported · 120 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $333.49M reported · 122 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $327.67M reported · 120 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $309.46M reported · 119 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $301.01M reported · 117 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $285.37M reported · 115 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $275.38M reported · 111 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $269.90M reported · 113 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $268.15M reported · 111 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $257.45M reported · 111 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $255.86M reported · 113 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $247.23M reported · 106 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $243.78M reported · 106 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $235.46M reported · 110 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $229.00M reported · 100 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $214.96M reported · 101 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $213.77M reported · 104 holdings listed · SEC ↗

Q2 2026
Sep 16 Twin Peaks Capital Ltd

13F-HR · $203.01M reported · 21 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $190.54M reported · 88 holdings listed · SEC ↗

Q2 2026
Sep 16 IKE Capital, LLC

13F-HR · $190.20M reported · 91 holdings listed · SEC ↗

Q2 2026
Sep 16 IKE Capital, LLC

13F-HR · $177.09M reported · 94 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $166.88M reported · 84 holdings listed · SEC ↗

Q2 2026
Sep 16 Twin Peaks Capital Ltd

13F-HR · $144.25M reported · 15 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $142.41M reported · 78 holdings listed · SEC ↗

Q2 2026
Sep 16 Twin Peaks Capital Ltd

13F-HR · $141.62M reported · 11 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $111.45M reported · 61 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $106.00M reported · 68 holdings listed · SEC ↗

Q2 2026
Sep 16 Old Mission Investment Co LLC

13F-HR · $104.89M reported · 65 holdings listed · SEC ↗

Q2 2026
Sep 15 Anchor Investment Management, LLC

13F-HR · $1.33B reported · 1,207 holdings listed · SEC ↗

Q2 2026
Sep 15 Cherry Tree Wealth Management, LLC

13F-HR · $531.51M reported · 594 holdings listed · SEC ↗

Q2 2026
Sep 15 Arbiter Partners Capital Management LLC

13F-HR/A · $196.55M reported · 44 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Sep 15 Reynders McVeigh Capital Management, LLC

13F-HR · $2.26M reported · 196 holdings listed · SEC ↗

Q2 2026
Sep 15 SkyView Investment Advisors, LLC

13F-HR · $127,701 reported · 278 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Sep 15 Broken Clock Management, L.L.C.

13F-NT/A · value not stated on cover page · SEC ↗

Q2 2026
Sep 15 Arbiter Partners QP, LP

13F-NT/A · value not stated on cover page · SEC ↗

Q2 2026
Sep 14 Revere Asset Management, Inc

13F-HR · $260.58M reported · 37 holdings listed · SEC ↗

Q2 2026
Sep 14 Bullseye Investment Management, LLC

13F-HR · $192.15M reported · 327 holdings listed · SEC ↗

Q2 2026
Page 1 / 116 Next →
Provenance: Filing index from EDGAR quarterly form indexes; per-filing totals parsed from each filing's own cover/summary page (values as reported; a small number of filers mistakenly report in $thousands); position-level changes from parsed information tables (tracked universe, comparable sets). Every row links to its original SEC document. Data pipeline methodology