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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
8,56813F-HR reports
$60.40TΣ reported value
4.03MHoldings listedall filers · Q2 2025
266Amendments
1,839Notice filings
Jul 01First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 8,568 of 8,568 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,568 reports filed Jul 01 to May 29; busiest day Aug 14 with 1,7514909801,4701,961Jul 01: 18 reportsJul 02: 21 reportsJul 03: 19 reportsJul 07: 93 reportsJul 08: 123 reportsJul 09: 167 reportsJul 10: 132 reportsJul 11: 136 reportsJul 14: 132 reportsJul 15: 203 reportsJul 16: 182 reportsJul 17: 221 reportsJul 18: 149 reportsJul 21: 184 reportsJul 22: 207 reportsJul 23: 222 reportsJul 24: 167 reportsJul 25: 171 reportsJul 28: 140 reportsJul 29: 223 reportsJul 30: 197 reportsJul 31: 205 reportsAug 01: 258 reportsAug 04: 161 reportsAug 05: 252 reportsAug 06: 246 reportsAug 07: 270 reportsAug 08: 294 reportsAug 11: 345 reportsAug 12: 532 reportsAug 13: 736 reportsAug 14: 1,751 reportsAug 15: 125 reportsAug 18: 34 reportsAug 19: 21 reportsAug 20: 8 reportsAug 21: 8 reportsAug 22: 5 reportsAug 25: 4 reportsAug 26: 8 reportsAug 27: 27 reportsAug 28: 16 reportsAug 29: 7 reportsSep 02: 20 reportsSep 03: 4 reportsSep 04: 8 reportsSep 05: 7 reportsSep 08: 5 reportsSep 09: 8 reportsSep 10: 1 reportsSep 11: 2 reportsSep 15: 2 reportsSep 19: 5 reportsSep 22: 5 reportsSep 23: 3 reportsSep 24: 21 reportsSep 25: 21 reportsSep 26: 1 reportsSep 29: 4 reportsSep 30: 6 reportsMar 02: 1 reportsMar 06: 1 reportsMar 09: 1 reportsMar 12: 2 reportsMar 17: 1 reportsMar 24: 2 reportsMar 26: 1 reportsApr 14: 1 reportsApr 17: 1 reportsApr 20: 1 reportsApr 22: 1 reportsApr 24: 1 reportsMay 12: 1 reportsMay 15: 3 reportsMay 19: 1 reportsMay 20: 1 reportsMay 21: 1 reportsMay 28: 1 reportsMay 29: 3 reports100%45-day deadline · Aug 141,751 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 15Oct 1Oct 15Nov 1Nov 15Dec 1Dec 15Jan 1Jan 15Feb 1Feb 15Mar 1Mar 15Apr 1Apr 15May 1May 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.
50.6% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+6,575New positions
−5,785Full exits
22,847Increased
18,406Reduced
53Comparable 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
RAL Ralliant Corp +17 +17 20
CRCL Circle Internet… +16 +16 19
B Barrick Mining… +15 +15 18
ETOR eToro Group Ltd. +15 +15 17
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CAI Caris Life… +13 +13 16
CIB Grupo Cibest S.A. +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
ALKT Alkami Technology… -6 −6 11
JD JD.com, Inc. -5 −6 17
VSTS Vestis Corporation -5 −6 14
IBP Installed Building… -5 −5 12
RYAN Ryan Specialty… -5 −5 14
IIIV i3 Verticals, Inc. -5 −5 9
DD DuPont de Nemours… -5 −5 21
MZTI The Marzetti Company -5 −5 13

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.18T 16,643 Aug 11
2 BlackRock $5.25T 49,987 Aug 12
3 State Street Global Advisors $2.67T 4,260 Aug 14
4 Fidelity (FMR) $1.77T 13,187 Aug 14
5 Morgan Stanley $1.54T 44,865 Aug 14
6 JPMorgan Chase $1.53T 31,400 Aug 12
7 Geode Capital Management $1.43T 8,497 Aug 08
8 Bank Of America Corp /De/ $1.37T 28,404 Aug 14
9 Norges Bank $801.15B 1,707 Aug 13
10 Goldman Sachs Group $736.09B 13,021 Aug 14
11 Northern Trust Corp $727.16B 20,680 Aug 13
12 Susquehanna International Group, Llp $719.81B 14,120 Aug 14
Notable manager changes
01 Coatue Management

Reported value +58.3% QoQ ($22.68B → $35.90B)

→
02 Gotham Asset Management

Reported value +39.5% QoQ ($11.98B → $16.71B)

→
03 Altimeter Capital

Reported value +39.4% QoQ ($4.97B → $6.93B)

→
04 ARK Investment Management

Reported value +36.5% QoQ ($9.99B → $13.64B)

→
05 Citadel Advisors

+1193 new positions this quarter (15,124 total)

→
06 Marshall Wace

+692 new positions this quarter (5,574 total)

→
07 Renaissance Technologies

+594 new positions this quarter (3,522 total)

→
08 Two Sigma Investments

+489 new positions this quarter (3,150 total)

→
09 Point72 Asset Management

Top-10 concentration 12% → 17% (+4.4pp)

→
10 Bridgewater Associates

Top-10 concentration 32% → 36% (+4.3pp)

→

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
East Coast Asset Management, LLC. restatement Aug 14 Oct 30 $301.41M → $510.51M (+69.4%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $129.87B → $130.01B (+0.1%) SEC ↗
Elm Partners Management LLC restatement Aug 05 Oct 07 $1.72B → $2.14B (+24.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 20 Sep 18 $6.97B → $6.79B (-2.6%) SEC ↗
Boston Research & Management Inc new holdings Aug 12 Sep 04 $418,373 → $423.31M (+101079.3%) SEC ↗
Redwood Investment Management, LLC restatement Aug 14 Aug 26 $943,212 → $943,212 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Aug 14 Aug 26 $4.71B → $188.95M (-96.0%) SEC ↗
Advisors Asset Management, Inc. restatement Aug 12 Aug 24 $5.59B → $5.59B (0.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Aug 12 Aug 21 $5.59B → $60,725 (-100.0%) SEC ↗
Hbk Investments L P new holdings Aug 13 Aug 14 $4.72B → $2.94B (-37.6%) SEC ↗
Militia Capital Partners, LP new holdings Aug 14 Aug 14 $214.61M → $432.71M (+101.6%) SEC ↗
Oxford Asset Management Llp new holdings Aug 14 Aug 14 $276.48M → $3.08M (-98.9%) SEC ↗
Oddo Bhf Asset Management Sas new holdings Aug 14 Aug 14 $2.54B → $89.64M (-96.5%) SEC ↗
OCONNOR, A Distinct Business Unit… new holdings Aug 14 Aug 14 $1.95B → $90.45M (-95.4%) 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 9,901–10,000 of 10,673 individual filing documents

Jul 14 R.H. Dinel Investment Counsel, Inc.

13F-HR · $150.03M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 14 Crew Capital Management, Ltd

13F-HR · $139.50M reported · 113 holdings listed · SEC ↗

Q2 2025
Jul 14 Seed Wealth Management, Inc.

13F-HR · $134.20M reported · 149 holdings listed · SEC ↗

Q2 2025
Jul 14 Baring Financial LLC

13F-HR · $133.91M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 14 Financial Harvest, LLC

13F-HR · $133.78M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 14 Clio Asset Management LLC

13F-HR · $127.54M reported · 15 holdings listed · SEC ↗

Q2 2025
Jul 14 Chico Wealth RIA

13F-HR · $126.43M reported · 33 holdings listed · SEC ↗

Q2 2025
Jul 14 Bank & Trust Co

13F-HR · $126.37M reported · 288 holdings listed · SEC ↗

Q2 2025
Jul 14 Seek First Inc.

13F-HR/A · $123.44M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 14 Palacios Wealth Management, LLC

13F-HR · $121.69M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 14 Cathy Pareto & Associates, Inc

13F-HR · $121.03M reported · 88 holdings listed · SEC ↗

Q2 2025
Jul 14 Lighthouse Wealth Management Inc.

13F-HR · $115.54M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 14 Capstone Wealth Management, LLC

13F-HR · $114.09M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 14 Caitlin John, LLC

13F-HR · $109.79M reported · 234 holdings listed · SEC ↗

Q2 2025
Jul 14 MY Wealth Management Inc.

13F-HR · $104.37M reported · 31 holdings listed · SEC ↗

Q2 2025
Jul 14 IronOak Wealth LLC.

13F-HR · $102.90M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 14 Infinity Wealth Counsel, LLC

13F-HR · $99.11M reported · 60 holdings listed · SEC ↗

Q2 2025
Jul 14 Clayton Financial Group LLC

13F-HR · $84.10M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 14 Stapp Wealth Management, Pllc

13F-HR · $69.50M reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 14 Capital CS Group, LLC

13F-HR · $61.66M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 14 FLP Wealth Management, LLC

13F-HR · $39.12M reported · 471 holdings listed · SEC ↗

Q2 2025
Jul 14 Savior LLC

13F-HR · $18.46M reported · 15 holdings listed · SEC ↗

Q2 2025
Jul 14 Park Avenue Securities Llc

13F-HR · $10.87M reported · 1,467 holdings listed · SEC ↗

Q2 2025
Jul 14 Border to Coast Pensions Partnership Ltd

13F-HR · $5.45M reported · 86 holdings listed · SEC ↗

Q2 2025
Jul 14 Matrix Trust Co

13F-HR · $628,221 reported · 255 holdings listed · SEC ↗

Q2 2025
Jul 14 Kfg Wealth Management, Llc

13F-HR · $622,056 reported · 200 holdings listed · SEC ↗

Q2 2025
Jul 14 Seascape Capital Management

13F-HR · $317,173 reported · 96 holdings listed · SEC ↗

Q2 2025
Jul 14 Lederer & Associates Investment Counsel/Ca

13F-HR · $151,154 reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 14 Union Bank & Trust Co /Ne/

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

Q2 2025
Jul 11 Assenagon Asset Management S.A.

13F-HR · $67.36B reported · 1,148 holdings listed · analysis · SEC ↗

Q2 2025
Jul 11 IFM Investors Pty Ltd

13F-HR · $10.50B reported · 617 holdings listed · SEC ↗

Q2 2025
Jul 11 Perpetual Ltd

13F-HR · $8.52B reported · 676 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 11 UMB Bank, n.a.

13F-HR/A · $6.42B reported · 2,950 holdings listed · SEC ↗

Q2 2025
Jul 11 Wedge Capital Management L L P/Nc

13F-HR · $5.60B reported · 509 holdings listed · SEC ↗

Q2 2025
Jul 11 Farther Finance Advisors, LLC

13F-HR · $5.00B reported · 4,503 holdings listed · SEC ↗

Q2 2025
Jul 11 Diversified Trust Co

13F-HR · $4.51B reported · 1,105 holdings listed · SEC ↗

Q2 2025
Jul 11 Annex Advisory Services, LLC

13F-HR · $4.15B reported · 321 holdings listed · SEC ↗

Q2 2025
Jul 11 Busey Bank

13F-HR · $3.28B reported · 599 holdings listed · SEC ↗

Q2 2025
Jul 11 Cardinal Capital Management, Inc.

13F-HR · $3.19B reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 11 Miller Howard Investments Inc /Ny

13F-HR · $3.15B reported · 136 holdings listed · SEC ↗

Q2 2025
Jul 11 Livforsakringsbolaget Skandia, Omsesidigt

13F-HR/A · $2.30B reported · 634 holdings listed · SEC ↗

Q2 2025
Jul 11 Bell Bank

13F-HR · $2.15B reported · 272 holdings listed · SEC ↗

Q2 2025
Jul 11 Financiere des Professionnels - Fonds…

13F-HR/A · $1.66B reported · 430 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 11 Thomasville National Bank

13F-HR · $1.47B reported · 291 holdings listed · SEC ↗

Q2 2025
Jul 11 Silver Oak Securities, Incorporated

13F-HR · $1.23B reported · 706 holdings listed · SEC ↗

Q2 2025
Jul 11 BTC Capital Management, Inc.

13F-HR · $1.23B reported · 514 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 11 Weatherly Asset Management L. P.

13F-HR · $1.17B reported · 182 holdings listed · SEC ↗

Q2 2025
Jul 11 TCV Trust & Wealth Management, Inc.

13F-HR · $1.14B reported · 386 holdings listed · SEC ↗

Q2 2025
Jul 11 Petredis Investment Advisors Llc

13F-HR · $1.14B reported · 103 holdings listed · SEC ↗

Q2 2025
Jul 11 Rockwood Wealth Management, LLC

13F-HR · $1.14B reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 11 Global X Japan Co., Ltd.

13F-HR · $986.76M reported · 355 holdings listed · SEC ↗

Q2 2025
Jul 11 Compass Ion Advisors, LLC

13F-HR · $924.24M reported · 266 holdings listed · SEC ↗

Q2 2025
Jul 11 SeaCrest Wealth Management, LLC

13F-HR · $920.82M reported · 617 holdings listed · SEC ↗

Q2 2025
Jul 11 Bdf-Gestion

13F-HR · $893.53M reported · 137 holdings listed · SEC ↗

Q2 2025
Jul 11 Ullmann Wealth Partners Group, LLC

13F-HR · $846.34M reported · 146 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $805.53M reported · 12 holdings listed · 5 other managers included · SEC ↗

Q2 2025
Jul 11 Grove Bank & Trust

13F-HR · $801.80M reported · 979 holdings listed · SEC ↗

Q2 2025
Jul 11 Great Waters Wealth Management

13F-HR · $768.86M reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 11 Quantum Financial Advisors, LLC

13F-HR · $738.85M reported · 181 holdings listed · SEC ↗

Q2 2025
Jul 11 Viking Fund Management Llc

13F-HR · $727.98M reported · 143 holdings listed · SEC ↗

Q2 2025
Jul 11 Abacus FCF Advisors LLC

13F-HR · $713.50M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $662.58M reported · 11 holdings listed · 5 other managers included · SEC ↗

Q2 2025
Jul 11 Financial Advisory Corp

13F-HR · $651.92M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 11 Capital Advantage, Inc.

13F-HR · $631.43M reported · 139 holdings listed · SEC ↗

Q2 2025
Jul 11 Kingstone Capital Partners Texas, LLC

13F-HR · $624.21M reported · 406 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $590.43M reported · 11 holdings listed · 5 other managers included · SEC ↗

Q2 2025
Jul 11 Walter Public Investments Inc.

13F-HR · $590.35M reported · 43 holdings listed · SEC ↗

Q2 2025
Jul 11 Elk River Wealth Management LLC

13F-HR · $581.19M reported · 98 holdings listed · SEC ↗

Q2 2025
Jul 11 Arthur M. Cohen & Associates, Llc

13F-HR · $566.17M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 11 Cooper Investors Pty Ltd

13F-HR · $549.66M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 11 Matthew Goff Investment Advisor, LLC

13F-HR · $540.62M reported · 96 holdings listed · SEC ↗

Q2 2025
Jul 11 Baker Chad R

13F-HR · $538.28M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 11 Lincoln Capital LLC

13F-HR · $519.67M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 11 Orrstown Financial Services Inc

13F-HR · $474.72M reported · 146 holdings listed · SEC ↗

Q2 2025
Jul 11 Harbour Capital Advisors, LLC

13F-HR · $474.57M reported · 287 holdings listed · SEC ↗

Q2 2025
Jul 11 AA Financial Advisors, LLC

13F-HR · $464.07M reported · 186 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $461.06M reported · 8 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 11 Vantage Wealth

13F-HR · $441.17M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 11 CMH Wealth Management LLC

13F-HR · $429.64M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 11 Essex Bank

13F-HR · $419.65M reported · 573 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $416.29M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 11 Lantz Financial LLC

13F-HR · $401.24M reported · 235 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $384.70M reported · 7 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Jul 11 Mandatum Life Insurance Co Ltd

13F-HR · $379.92M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 11 Scott Capital Advisors, LLC

13F-HR · $369.17M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 11 Prosperity Planning, Inc.

13F-HR · $346.63M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 11 Windsor Capital Management, LLC

13F-HR · $342.97M reported · 120 holdings listed · SEC ↗

Q2 2025
Jul 11 Bridge Creek Capital Management LLC

13F-HR · $340.40M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 11 Butensky & Cohen Financial Security, Inc

13F-HR · $336.11M reported · 128 holdings listed · SEC ↗

Q2 2025
Jul 11 Wright Investors Service Inc

13F-HR · $331.29M reported · 223 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 11 LongView Wealth Management

13F-HR · $330.30M reported · 215 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $325.86M reported · 6 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $325.81M reported · 6 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 11 Pinnacle Bancorp, Inc.

13F-HR · $324.04M reported · 909 holdings listed · SEC ↗

Q2 2025
Jul 11 Cypress Financial Planning Llc

13F-HR · $306.47M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 11 TTP Investments, Inc.

13F-HR · $305.64M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 11 Kaydan Wealth Management, Inc.

13F-HR · $305.39M reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 11 Congress Park Capital LLC

13F-HR · $305.05M reported · 119 holdings listed · SEC ↗

Q2 2025
Jul 11 Bond & Devick Financial Network, Inc.

13F-HR · $300.69M reported · 174 holdings listed · SEC ↗

Q2 2025
Jul 11 Bouvel Investment Partners, LLC

13F-HR · $295.63M reported · 73 holdings listed · SEC ↗

Q2 2025
← Previous Page 100 / 107 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