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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
RKLB Rocket Lab USA, Inc. +14 +14 17
CHYM Chime Financial… +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
RYAN Ryan Specialty… -5 −5 14
IIIV i3 Verticals, Inc. -5 −5 9
DECK Deckers Outdoor… -5 −5 17
HAIN -5 −5 12
DD DuPont de Nemours… -5 −5 21

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 10,001–10,100 of 10,673 individual filing documents

Jul 11 Renaissancere Holdings Ltd

13F-HR · $291.74M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 11 Weybosset Research & Management Llc

13F-HR · $290.91M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 11 Halter Ferguson Financial Inc.

13F-HR · $287.70M reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 11 Wealth Management Partners, LLC

13F-HR · $282.94M reported · 136 holdings listed · SEC ↗

Q2 2025
Jul 11 My Legacy Advisors, LLC

13F-HR · $280.79M reported · 206 holdings listed · SEC ↗

Q2 2025
Jul 11 Oak Asset Management, LLC

13F-HR · $279.00M reported · 103 holdings listed · SEC ↗

Q2 2025
Jul 11 Adirondack Trust Co

13F-HR · $275.42M reported · 568 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $274.88M reported · 6 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 11 Skyline Advisors, Inc.

13F-HR · $270.73M reported · 96 holdings listed · SEC ↗

Q2 2025
Jul 11 Pioneer Wealth Management Group

13F-HR · $269.72M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 11 Trinity Wealth Management, LLC

13F-HR · $251.95M reported · 63 holdings listed · SEC ↗

Q2 2025
Jul 11 Quadratic Capital Management LLC

13F-HR · $245.21M reported · 2 holdings listed · SEC ↗

Q2 2025
Jul 11 Mitchell & Pahl Private Wealth, Llc

13F-HR · $226.39M reported · 144 holdings listed · SEC ↗

Q2 2025
Jul 11 Deane Retirement Strategies, Inc.

13F-HR · $223.22M reported · 63 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $222.21M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 11 Quad-Cities Investment Group, LLC

13F-HR · $220.15M reported · 184 holdings listed · SEC ↗

Q2 2025
Jul 11 Walker Financial Services, Inc.

13F-HR · $220.00M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 11 Caldwell Sutter Capital, Inc.

13F-HR · $218.37M reported · 860 holdings listed · SEC ↗

Q2 2025
Jul 11 Physician Wealth Solutions Inc.

13F-HR · $215.64M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $211.04M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 11 Marshall & Sullivan Inc /Wa/

13F-HR · $208.06M reported · 119 holdings listed · SEC ↗

Q2 2025
Jul 11 Shelton Wealth Management, Llc

13F-HR · $207.56M reported · 146 holdings listed · SEC ↗

Q2 2025
Jul 11 Myecfo, Llc

13F-HR · $203.89M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 11 Kapstone Financial Advisors LLC

13F-HR · $200.54M reported · 120 holdings listed · SEC ↗

Q2 2025
Jul 11 Baugh & Associates, LLC

13F-HR · $191.94M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $191.86M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 11 Spring Capital Management, Llc

13F-HR · $189.70M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 11 Hilltop Wealth Advisors, Llc

13F-HR · $178.01M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 11 Grant Private Wealth Management Inc

13F-HR · $176.38M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 11 Westfuller Advisors, LLC

13F-HR · $175.40M reported · 114 holdings listed · SEC ↗

Q2 2025
Jul 11 Sprinkle Financial Consultants LLC

13F-HR · $163.63M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 11 OxenFree Capital LLC

13F-HR · $162.37M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 11 Meriwether Wealth & Planning, LLC

13F-HR · $159.56M reported · 127 holdings listed · SEC ↗

Q2 2025
Jul 11 Kaufman Rossin Wealth, LLC

13F-HR · $157.97M reported · 139 holdings listed · SEC ↗

Q2 2025
Jul 11 Afg Fiduciary Services Limited Partnership

13F-HR · $156.50M reported · 86 holdings listed · SEC ↗

Q2 2025
Jul 11 Andrews, Lucia Wealth Management Llc

13F-HR · $153.94M reported · 28 holdings listed · SEC ↗

Q2 2025
Jul 11 Addis & Hill, Inc

13F-HR · $153.13M reported · 27 holdings listed · SEC ↗

Q2 2025
Jul 11 Kure Advisory, LLC

13F-HR · $132.42M reported · 43 holdings listed · SEC ↗

Q2 2025
Jul 11 Enhancing Capital LLC

13F-HR · $131.13M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $129.11M reported · 4 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 11 Sherrill & Hutchins Financial Advisory, Inc

13F-HR · $128.67M reported · 12 holdings listed · SEC ↗

Q2 2025
Jul 11 Coastwise Capital Group, LLC

13F-HR · $125.60M reported · 124 holdings listed · SEC ↗

Q2 2025
Jul 11 Scratch Capital Llc

13F-HR · $122.91M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 11 Ridgeline Wealth, LLC

13F-HR · $122.61M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 11 Eagle Bay Advisors LLC

13F-HR · $120.98M reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 11 International Private Wealth Advisors LLC

13F-HR · $116.56M reported · 163 holdings listed · SEC ↗

Q2 2025
Jul 11 William Howard & Co Financial Advisors Inc

13F-HR · $114.61M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 11 Profit Investment Management, LLC

13F-HR · $110.87M reported · 74 holdings listed · SEC ↗

Q2 2025
Jul 11 Phillips Wealth Planners LLC

13F-HR · $110.36M reported · 188 holdings listed · 22 other managers included · SEC ↗

Q2 2025
Jul 11 Arrow Investment Advisors, LLC

13F-HR · $104.99M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 11 Luts & Greenleigh Group, Inc.

13F-HR · $104.27M reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 11 Vanguard Capital Wealth Advisors

13F-HR · $100.84M reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 11 Mkd Wealth Coaches, Llc

13F-HR · $94.84M reported · 25 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $94.40M reported · 3 holdings listed · SEC ↗

Q2 2025
Jul 11 Renaissancere Holdings Ltd

13F-HR · $92.17M reported · 3 holdings listed · SEC ↗

Q2 2025
Jul 11 Williams Financial, LLC

13F-HR · $91.72M reported · 10 holdings listed · SEC ↗

Q2 2025
Jul 11 Mallini Complete Financial Planning LLC

13F-HR · $79.12M reported · 60 holdings listed · SEC ↗

Q2 2025
Jul 11 Wolfstich Capital, LLC

13F-HR · $45.58M reported · 13 holdings listed · SEC ↗

Q2 2025
Jul 11 Kck Ltd.

13F-HR · $10.54M reported · 2 holdings listed · SEC ↗

Q2 2025
Jul 11 CX Institutional

13F-HR · $2.88M reported · 1,215 holdings listed · SEC ↗

Q2 2025
Jul 11 Professional Advisory Services Inc

13F-HR · $737,125 reported · 84 holdings listed · SEC ↗

Q2 2025
Jul 11 Westwind Capital

13F-HR · $489,158 reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 11 First PREMIER Bank

13F-HR · $413,055 reported · 612 holdings listed · SEC ↗

Q2 2025
Jul 11 Fruth Investment Management

13F-HR · $367,951 reported · 217 holdings listed · SEC ↗

Q2 2025
Jul 11 WealthBridge Investment Counsel Inc.

13F-HR · $308,438 reported · 47 holdings listed · SEC ↗

Q2 2025
Jul 11 Colorado Capital Management, Inc.

13F-HR · $233,366 reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 11 Brendel Financial Advisors LLC

13F-HR · $178,516 reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 11 Genesis Investment Management, LLP

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

Q2 2025
Jul 11 Bankers Trust Co

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

Q2 2025
Jul 11 Pendal Group Ltd

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

Q2 2025
Jul 11 Security Investors Llc

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

Q2 2025
Jul 11 Domini Impact Investments Llc

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

Q2 2025
Jul 11 J O Hambro Capital Management Ltd

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

Q2 2025
Jul 11 JOHCM (USA) Inc

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

Q2 2025
Jul 11 Perpetual Investment Management Ltd

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

Q2 2025
Jul 10 Swedbank AB

13F-HR · $88.96B reported · 879 holdings listed · 1 other managers included · analysis · SEC ↗

Q2 2025
Jul 10 Lilly Endowment Inc

13F-HR · $74.85B reported · 1 holdings listed · analysis · SEC ↗

Q2 2025
Jul 10 Wealth Enhancement Advisory Services, Llc

13F-HR · $60.45B reported · 3,397 holdings listed · analysis · SEC ↗

Q2 2025
Jul 10 Alecta Tjanstepension Omsesidigt

13F-HR · $21.32B reported · 66 holdings listed · SEC ↗

Q2 2025
Jul 10 Sumitomo Mitsui DS Asset Management Company, Ltd

13F-HR · $11.09B reported · 759 holdings listed · SEC ↗

Q2 2025
Jul 10 Exchange Traded Concepts, Llc

13F-HR · $8.18B reported · 2,325 holdings listed · 18 other managers included · SEC ↗

Q2 2025
Jul 10 Canoe Financial LP

13F-HR · $7.02B reported · 108 holdings listed · SEC ↗

Q2 2025
Jul 10 UMB Bank, n.a.

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

Q2 2025
Jul 10 Ferguson Wellman Capital Management, Inc

13F-HR · $5.68B reported · 340 holdings listed · SEC ↗

Q2 2025
Jul 10 Orgel Wealth Management, LLC

13F-HR · $4.15B reported · 86 holdings listed · SEC ↗

Q2 2025
Jul 10 NorthCrest Asset Manangement, LLC

13F-HR · $3.72B reported · 625 holdings listed · SEC ↗

Q2 2025
Jul 10 Fulton Bank, N.A.

13F-HR · $2.71B reported · 1,094 holdings listed · SEC ↗

Q2 2025
Jul 10 Focus Financial Network, Inc.

13F-HR · $2.53B reported · 704 holdings listed · SEC ↗

Q2 2025
Jul 10 Wedmont Private Capital

13F-HR · $2.34B reported · 742 holdings listed · SEC ↗

Q2 2025
Jul 10 Rockland Trust Co

13F-HR · $2.05B reported · 448 holdings listed · SEC ↗

Q2 2025
Jul 10 Mogy Joel R Investment Counsel Inc

13F-HR · $1.73B reported · 127 holdings listed · SEC ↗

Q2 2025
Jul 10 Community Trust & Investment Co

13F-HR · $1.73B reported · 252 holdings listed · SEC ↗

Q2 2025
Jul 10 Baader Bank Aktiengesellschaft

13F-HR · $1.39B reported · 439 holdings listed · SEC ↗

Q2 2025
Jul 10 Kmg Fiduciary Partners, Llc

13F-HR · $1.35B reported · 288 holdings listed · SEC ↗

Q2 2025
Jul 10 YHB Investment Advisors, Inc.

13F-HR · $1.30B reported · 299 holdings listed · SEC ↗

Q2 2025
Jul 10 Signal Advisors Wealth, LLC

13F-HR · $1.28B reported · 464 holdings listed · SEC ↗

Q2 2025
Jul 10 Charter Oak Capital Management, LLC

13F-HR · $1.18B reported · 197 holdings listed · SEC ↗

Q2 2025
Jul 10 Moody National Bank Trust Division

13F-HR · $1.09B reported · 792 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 10 Tompkins Financial Corp

13F-HR · $1.09B reported · 725 holdings listed · SEC ↗

Q2 2025
Jul 10 Trust Point Inc.

13F-HR · $1.06B reported · 499 holdings listed · SEC ↗

Q2 2025
← Previous Page 101 / 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