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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

8,795 of approximately 8,836 expected managers have filed for Q1 2026 (99.5%); “expected” = the prior season's filer count

8,93813F-HR reports
$67.08TΣ reported value
3.63MHoldings listedall filers · Q1 2026
218Amendments
1,793Notice filings
Mar 31First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 8,938 of 8,938 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,938 reports filed Mar 31 to Jun 30; busiest day May 15 with 1,6794709401,4101,880Mar 31: 1 reportsApr 01: 19 reportsApr 02: 18 reportsApr 03: 10 reportsApr 06: 19 reportsApr 07: 67 reportsApr 08: 140 reportsApr 09: 117 reportsApr 10: 95 reportsApr 13: 166 reportsApr 14: 142 reportsApr 15: 196 reportsApr 16: 178 reportsApr 17: 151 reportsApr 20: 166 reportsApr 21: 273 reportsApr 22: 228 reportsApr 23: 206 reportsApr 24: 232 reportsApr 27: 218 reportsApr 28: 209 reportsApr 29: 215 reportsApr 30: 191 reportsMay 01: 187 reportsMay 04: 244 reportsMay 05: 270 reportsMay 06: 230 reportsMay 07: 300 reportsMay 08: 345 reportsMay 11: 379 reportsMay 12: 443 reportsMay 13: 482 reportsMay 14: 756 reportsMay 15: 1,679 reportsMay 18: 78 reportsMay 19: 27 reportsMay 20: 16 reportsMay 21: 12 reportsMay 22: 9 reportsMay 26: 5 reportsMay 27: 9 reportsMay 28: 8 reportsMay 29: 5 reportsJun 01: 9 reportsJun 02: 8 reportsJun 03: 7 reportsJun 04: 10 reportsJun 05: 1 reportsJun 08: 7 reportsJun 09: 4 reportsJun 10: 14 reportsJun 11: 4 reportsJun 12: 15 reportsJun 15: 22 reportsJun 16: 5 reportsJun 17: 7 reportsJun 18: 24 reportsJun 22: 5 reportsJun 23: 19 reportsJun 24: 7 reportsJun 25: 3 reportsJun 26: 22 reportsJun 29: 2 reportsJun 30: 2 reports100%45-day deadline · May 151,679 on May 15Apr 1Apr 15May 1May 15Jun 1Jun 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.
49.8% of reports arrived in the final week before the May 15 deadline
What the tracked universe did this season
+45,786New positions
−40,110Full exits
208,710Increased
171,080Reduced
235Comparable 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
VSNT Versant Media… +130 +130 138
PNFP Pinnacle Financial… +127 +127 131
SUNB Sunbelt Rentals… +117 +117 118
INDV Indivior… +95 +95 97
DFTX Definium… +82 +82 86
FPS Forgent Power… +71 +71 72
MDA MDA Space Ltd +64 +64 65
RNA +64 +64 65

Most reduced so far

SecurityΔ holdersExitsHolders
TEFOF -59 −60 6
GRT-UN.TO Granite Real Estate… -46 −47 3
TSEOQ -32 −32 4
FG F&G Annuities &… -30 −38 88
FUBO fuboTV Inc. -29 −33 65
AGL Agilon Health, Inc. -27 −29 49
ELME Elme Communities -26 −38 65
WIX Wix.com Ltd. -24 −30 115

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $5.72T 50,651 May 13
2 Vanguard Capital Management Llc $4.00T 3,982 May 08
3 State Street Global Advisors $2.90T 4,269 May 15
4 Fidelity (FMR) $1.90T 13,282 May 15
5 Vanguard Portfolio Management Llc (cover page only) $1.89T 3,040 May 08
6 Morgan Stanley $1.66T 45,985 May 15
7 Geode Capital Management $1.61T 8,577 May 15
8 JPMorgan Chase $1.56T 33,063 May 13
9 Bank Of America Corp /De/ $1.37T 17,872 May 18
10 Susquehanna International Group, Llp $893.33B 14,878 May 15
11 Goldman Sachs Group $870.94B 13,579 May 15
12 Norges Bank $864.69B 1,507 May 11
Notable manager changes
01 Soroban Capital Partners LP

Reported value +261.4% QoQ ($14.33B → $51.80B)

→
02 TD Waterhouse Canada Inc.

Reported value +109.6% QoQ ($16.08B → $33.71B)

→
03 Norges Bank

Reported value -100.0% QoQ ($934.76B → $0)

→
04 Two Sigma Investments

Reported value +74.8% QoQ ($70.90B → $123.93B)

→
05 Fifth Third Bancorp

+1669 new positions this quarter (4,303 total)

→
06 Jane Street Group, Llc

+1588 new positions this quarter (19,058 total)

→
07 Susquehanna International Group, Llp

+1540 new positions this quarter (14,878 total)

→
08 Citadel Advisors

+1423 new positions this quarter (15,589 total)

→
09 Belvedere Trading LLC

Top-10 concentration 59% → 83% (+24.9pp)

→
10 Third Point

Top-10 concentration 54% → 78% (+23.6pp)

→

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
Elm Partners Management LLC restatement May 13 Oct 30 $2.31B → $2.90B (+25.9%) SEC ↗
Neuberger Berman Group LLC restatement May 14 Oct 27 $131.41B → $131.47B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement May 15 Oct 26 $303.45M → $558.45M (+84.0%) SEC ↗
Blackstone Inc. new holdings May 15 Oct 09 $25.61B → $5.53B (-78.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 09 Sep 28 $9.41B → $9.75B (+3.6%) SEC ↗
M&T Bank Corp restatement May 12 Sep 04 $29.22B → $30.53B (+4.5%) SEC ↗
Allie Family Office LLC restatement May 14 Sep 01 $228.48M → $229.42M (+0.4%) SEC ↗
Cornerstone Financial Management LLC restatement May 08 Aug 28 $109.02M → $109.02M (0.0%) SEC ↗
Provida Pension Fund Administrator new holdings May 14 Aug 28 $0 → $5.95B SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
VELA Investment Management, LLC restatement May 08 Aug 27 $436.05M → $428.72M (-1.7%) SEC ↗
Boston Research & Management Inc new holdings Apr 10 Aug 26 $420,987 → $428.29M (+101635.0%) SEC ↗
Dakota Wealth Management restatement May 07 Aug 26 $4.62B → $4.62B (0.0%) SEC ↗
Whitebox Advisors Llc new holdings May 15 Aug 26 $8.12B → $119.84M (-98.5%) 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 10,001–10,100 of 10,949 individual filing documents

Apr 15 Oak Asset Management, LLC

13F-HR · $290.44M reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 15 Iams Wealth Management, Llc

13F-HR · $286.87M reported · 186 holdings listed · SEC ↗

Q1 2026
Apr 15 Access Financial Services, Inc.

13F-HR · $282.09M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 15 Fluent Financial, LLC

13F-HR · $273.29M reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 15 Bonness Enterprises Inc

13F-HR · $273.18M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 15 RJA Asset Management LLC

13F-HR · $271.80M reported · 4 holdings listed · SEC ↗

Q1 2026
Apr 15 Register Financial Advisors LLC

13F-HR · $270.53M reported · 387 holdings listed · SEC ↗

Q1 2026
Apr 15 Zullo Investment Group, Inc.

13F-HR · $263.51M reported · 158 holdings listed · SEC ↗

Q1 2026
Apr 15 Meridian Financial Partners LLC

13F-HR · $263.12M reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 15 Trellis Wealth Advisors LLC

13F-HR · $262.77M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 15 Hatch Cove Capital, Llc

13F-HR · $262.08M reported · 19 holdings listed · SEC ↗

Q1 2026
Apr 15 DLK Investment Management, LLC

13F-HR · $252.94M reported · 92 holdings listed · SEC ↗

Q1 2026
Apr 15 Tribridge Partners Financial LLC

13F-HR · $241.66M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 15 Daily Journal Corp

13F-HR · $240.67M reported · 4 holdings listed · SEC ↗

Q1 2026
Apr 15 Mainsail Financial Group, LLC

13F-HR · $240.02M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 15 Guardian Financial Partners, LLC

13F-HR · $236.89M reported · 67 holdings listed · SEC ↗

Q1 2026
Apr 15 Johnson & White Wealth Management, LLC

13F-HR · $236.35M reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 15 Sightline Wealth Advisors, LLC

13F-HR · $236.33M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 15 Northbridge Financial Group, Llc

13F-HR · $232.39M reported · 168 holdings listed · SEC ↗

Q1 2026
Apr 15 Massachusetts Wealth Management

13F-HR · $230.75M reported · 98 holdings listed · SEC ↗

Q1 2026
Apr 15 Horizon Financial Services, Llc

13F-HR · $226.25M reported · 425 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 15 Dixon Fnancial Services, Inc.

13F-HR · $222.73M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 15 Alhambra Investment Management LLC

13F-HR · $216.55M reported · 176 holdings listed · SEC ↗

Q1 2026
Apr 15 Murphy, Middleton, Hinkle & Parker, Inc.

13F-HR · $215.77M reported · 133 holdings listed · SEC ↗

Q1 2026
Apr 15 Wealthcare Capital Partners, LLC

13F-HR · $213.46M reported · 153 holdings listed · SEC ↗

Q1 2026
Apr 15 Motive Wealth Advisors

13F-HR · $212.96M reported · 92 holdings listed · SEC ↗

Q1 2026
Apr 15 Sage Capital Management, LLC

13F-HR · $212.84M reported · 163 holdings listed · SEC ↗

Q1 2026
Apr 15 A&I Financial Services, Llc

13F-HR · $211.10M reported · 75 holdings listed · SEC ↗

Q1 2026
Apr 15 Blue Square Asset Management, Llc

13F-HR · $210.60M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 15 Steinberganna Wealth Management

13F-HR · $208.20M reported · 132 holdings listed · SEC ↗

Q1 2026
Apr 15 Wealth Intelligence, LLC

13F-HR · $207.95M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 15 Koesten, Hirschmann & Crabtree, INC.

13F-HR · $205.25M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 15 QSM Asset Management Ltd

13F-HR · $204.16M reported · 25 holdings listed · SEC ↗

Q1 2026
Apr 15 Avondale Wealth Management

13F-HR · $203.46M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 15 Brendel Financial Advisors LLC

13F-HR · $202.10M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 15 Sowa Financial Group, Inc.

13F-HR · $201.81M reported · 30 holdings listed · SEC ↗

Q1 2026
Apr 15 Pullen Investment Management, LLC

13F-HR · $199.18M reported · 98 holdings listed · SEC ↗

Q1 2026
Apr 15 Planning Directions Inc

13F-HR · $197.60M reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 15 Rainwater Charitable Foundation

13F-HR · $193.67M reported · 4 holdings listed · SEC ↗

Q1 2026
Apr 15 Arch Global Advisors, LLC

13F-HR · $191.64M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 15 Birch Capital Management, LLC

13F-HR · $190.84M reported · 78 holdings listed · SEC ↗

Q1 2026
Apr 15 Elevatus Welath Management

13F-HR · $190.81M reported · 141 holdings listed · SEC ↗

Q1 2026
Apr 15 Define Financial, Llc

13F-HR · $184.25M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 15 Steadtrust LLC

13F-HR · $176.34M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 15 Ffg Retirement Advisors Llc

13F-HR · $171.76M reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 15 Code Waechter LLC

13F-HR · $168.28M reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 15 Andrews, Lucia Wealth Management Llc

13F-HR · $167.31M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 15 Hilltop Wealth Advisors, Llc

13F-HR · $166.89M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 15 Optivise Advisory Services LLC

13F-HR · $165.17M reported · 183 holdings listed · SEC ↗

Q1 2026
Apr 15 KRS Capital Management, LLC

13F-HR · $163.11M reported · 115 holdings listed · SEC ↗

Q1 2026
Apr 15 Buttonwood Financial Group, LLC

13F-HR · $162.54M reported · 30 holdings listed · SEC ↗

Q1 2026
Apr 15 Sarver Vrooman Wealth Advisors

13F-HR · $162.35M reported · 138 holdings listed · SEC ↗

Q1 2026
Apr 15 Braun-Bostich & Associates Inc.

13F-HR · $159.63M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 15 DecisionMap Wealth Management, LLC

13F-HR · $154.54M reported · 129 holdings listed · SEC ↗

Q1 2026
Apr 15 Albert D Mason Inc

13F-HR · $154.48M reported · 129 holdings listed · SEC ↗

Q1 2026
Apr 15 McAlvany Wealth Management LLC

13F-HR · $148.64M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 15 JP Wealth Management, Inc.

13F-HR · $147.47M reported · 15 holdings listed · SEC ↗

Q1 2026
Apr 15 Slocum, Gordon & Co LLP

13F-HR · $146.96M reported · 64 holdings listed · SEC ↗

Q1 2026
Apr 15 Bright Futures Wealth Management, LLC.

13F-HR · $146.06M reported · 188 holdings listed · SEC ↗

Q1 2026
Apr 15 Apex Wealth Management, LLC

13F-HR · $145.75M reported · 57 holdings listed · SEC ↗

Q1 2026
Apr 15 Ridgeline Wealth, LLC

13F-HR · $139.60M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 15 Marathon Strategic Advisors, LLC

13F-HR · $139.05M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 15 Wormser Freres Gestion

13F-HR · $138.53M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 15 Tenzing Financial LLC

13F-HR · $133.25M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 15 Stanich Group LLC

13F-HR · $131.19M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 15 Nightview Capital, Llc

13F-HR · $130.57M reported · 15 holdings listed · SEC ↗

Q1 2026
Apr 15 Fjell Capital, LLC

13F-HR · $130.04M reported · 68 holdings listed · SEC ↗

Q1 2026
Apr 15 York GP, Ltd.

13F-HR · $127.69M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 15 Peregrine Investment Management Inc

13F-HR · $127.20M reported · 20 holdings listed · SEC ↗

Q1 2026
Apr 15 NorthAvenue LLC

13F-HR · $125.80M reported · 266 holdings listed · SEC ↗

Q1 2026
Apr 15 Family Legacy Financial Solutions, LLC

13F-HR · $123.72M reported · 48 holdings listed · SEC ↗

Q1 2026
Apr 15 R.H. Dinel Investment Counsel, Inc.

13F-HR · $123.61M reported · 40 holdings listed · SEC ↗

Q1 2026
Apr 15 Targeted Financial Services LLC

13F-HR · $121.91M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 15 marrick wealth, LLC

13F-HR · $118.92M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 15 Aventus Investment Advisors, Inc.

13F-HR · $118.20M reported · 148 holdings listed · SEC ↗

Q1 2026
Apr 15 APS Management Group, Inc.

13F-HR · $116.85M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 15 Dedeker Financial LLC

13F-HR · $114.74M reported · 50 holdings listed · SEC ↗

Q1 2026
Apr 15 Hingham Institution for Savings

13F-HR · $113.16M reported · 15 holdings listed · SEC ↗

Q1 2026
Apr 15 Belleair Asset Management, LLC

13F-HR · $109.69M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 15 21 West Wealth Management LLC

13F-HR · $107.65M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 15 Park Capital Management, LLC / WI

13F-HR · $102.69M reported · 75 holdings listed · SEC ↗

Q1 2026
Apr 15 HighRoad Wealth Advisors, LLC

13F-HR · $102.38M reported · 37 holdings listed · SEC ↗

Q1 2026
Apr 15 Peoples Bank/KS

13F-HR · $99.38M reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 15 RCW Management, LLC

13F-HR · $97.57M reported · 68 holdings listed · SEC ↗

Q1 2026
Apr 15 Bayforest Capital Ltd

13F-HR · $89.31M reported · 879 holdings listed · SEC ↗

Q1 2026
Apr 15 Capitol Family Office, Inc.

13F-HR · $84.69M reported · 48 holdings listed · SEC ↗

Q1 2026
Apr 15 Retireful, LLC

13F-HR · $70.98M reported · 84 holdings listed · SEC ↗

Q1 2026
Apr 15 Myriad Asset Management US LP

13F-HR · $66.68M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 15 Sl Advisors, Llc

13F-HR · $59.07M reported · 32 holdings listed · SEC ↗

Q1 2026
Apr 15 Corundum Trust Company, INC

13F-HR · $43.79M reported · 48 holdings listed · SEC ↗

Q1 2026
Apr 15 Cannae Holdings, Inc.

13F-HR · $24.55M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 15 Capital Advisory Group Advisory Services, Llc

13F-HR · $2.25M reported · 6 holdings listed · SEC ↗

Q1 2026
Apr 15 Valley National Advisers Inc

13F-HR · $772,840 reported · 982 holdings listed · SEC ↗

Q1 2026
Apr 15 Professional Advisory Services Inc

13F-HR · $724,429 reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 15 Polunin Capital Partners Ltd

13F-HR · $385,376 reported · 16 holdings listed · SEC ↗

Q1 2026
Apr 15 Physicians Financial Services, Inc.

13F-HR · $365,248 reported · 105 holdings listed · SEC ↗

Q1 2026
Apr 15 Aspen Investment Management Inc

13F-HR · $326,524 reported · 171 holdings listed · SEC ↗

Q1 2026
Apr 15 Asset Allocation & Management Company, LLC

13F-HR · $269,598 reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 15 FNY Investment Advisers, LLC

13F-HR · $228,810 reported · 840 holdings listed · 3 other managers included · SEC ↗

Q1 2026
Apr 15 Sivik Global Healthcare LLC

13F-HR · $131,686 reported · 34 holdings listed · SEC ↗

Q1 2026
← Previous Page 101 / 110 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