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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

8,909 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
179Amendments
1,959Notice filings
Jul 01First filed
Oct 27Latest 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
+51,523New positions
−37,326Full exits
215,885Increased
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
Intrepid Capital Management Inc new holdings Aug 12 Oct 27 $281.85M → $240,108 (-99.9%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $150.35B → $150.42B (0.0%) SEC ↗
Retirement Solution LLC restatement Aug 11 Oct 27 $511.44M → $224.42M (-56.1%) SEC ↗
Sage Financial Group Inc restatement Jul 21 Oct 27 $1.81B → $1.78B (-1.6%) SEC ↗
Abundance Wealth Counselors restatement Jul 23 Oct 26 $1.54B → $731.71M (-52.5%) SEC ↗
East Coast Asset Management, LLC. restatement Aug 14 Oct 26 $338.60M → $623.91M (+84.3%) SEC ↗
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 Portfolio Solutions, Inc. restatement Jul 20 Sep 23 $20.87B → $20.90B (+0.2%) 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 10,852 managers that reported this season
One row per manager: these managers filed 11,582 separate documents; advisers may file one 13F per sub-portfolio. A further 141 superseded versions are excluded. Totals combine only live documents.

Jul 14 Yarger Wealth Strategies, Llc

$278.36M reported · 136 holdings listed · SEC ↗

Q2 2026
Jul 14 Dopkins Wealth Management, Llc

$275.19M reported · 90 holdings listed · SEC ↗

Q2 2026
Jul 14 Lakeridge Wealth Management LLC

$272.48M reported · 188 holdings listed · SEC ↗

Q2 2026
Jul 14 Verisail Partners, LLC

$269.76M reported · 26 holdings listed · SEC ↗

Q2 2026
Jul 14 Washington University

$264.79M reported · 3 holdings listed · SEC ↗

Q2 2026
Jul 14 Corecam Pte. Ltd.

$264.09M reported · 82 holdings listed · SEC ↗

Q2 2026
Jul 14 InvesTrust

$259.83M reported · 95 holdings listed · SEC ↗

Q2 2026
Jul 14 IVC Wealth Advisors LLC

$256.39M reported · 177 holdings listed · SEC ↗

Q2 2026
Jul 14 Oxinas Partners, LLC

$253.73M reported · 149 holdings listed · SEC ↗

Q2 2026
Jul 14 Signature Resources Capital Management, LLC

$253.64M reported · 703 holdings listed · SEC ↗

Q2 2026
Jul 14 Christensen, King & Associates Investment Services…

$251.70M reported · 108 holdings listed · SEC ↗

Q2 2026
Jul 14 Rockingstone Advisors LLC

$249.08M reported · 115 holdings listed · SEC ↗

Q2 2026
Jul 14 Dixon Fnancial Services, Inc.

$246.89M reported · 48 holdings listed · SEC ↗

Q2 2026
Jul 14 Blue Square Asset Management, Llc

$246.81M reported · 74 holdings listed · SEC ↗

Q2 2026
Jul 14 TTP Investments, Inc.

$246.52M reported · 30 holdings listed · SEC ↗

Q2 2026
Jul 14 Murphy, Middleton, Hinkle & Parker, Inc.

$246.12M reported · 140 holdings listed · SEC ↗

Q2 2026
Jul 14 Westhampton Capital, LLC

$241.05M reported · 131 holdings listed · SEC ↗

Q2 2026
Jul 14 Southern Capital Advisors, Llc

$239.45M reported · 84 holdings listed · SEC ↗

Q2 2026
Jul 14 Ironwood Wealth Management, Inc.

$236.54M reported · 21 holdings listed · SEC ↗

Q2 2026
Jul 14 Allodium Investment Consultants, LLC

$235.46M reported · 57 holdings listed · SEC ↗

Q2 2026
Jul 14 DLK Investment Management, LLC

$235.15M reported · 96 holdings listed · SEC ↗

Q2 2026
Jul 14 Plan A Wealth LLC

$235.07M reported · 194 holdings listed · SEC ↗

Q2 2026
Jul 14 Smith Thornton Advisors LLC

$226.96M reported · 140 holdings listed · SEC ↗

Q2 2026
Jul 14 Hatch Cove Capital, Llc

$225.38M reported · 24 holdings listed · SEC ↗

Q2 2026
Jul 14 Spectrum Planning & Advisory Services Inc.

$223.46M reported · 120 holdings listed · SEC ↗

Q2 2026
Jul 14 Cromwell Holdings LLC

$222.78M reported · 1,589 holdings listed · SEC ↗

Q2 2026
Jul 14 Sunbeam Capital Management, LLC

$218.79M reported · 124 holdings listed · SEC ↗

Q2 2026
Jul 14 Define Financial, Llc

$217.79M reported · 47 holdings listed · SEC ↗

Q2 2026
Jul 14 Successful Portfolios LLC

$214.13M reported · 199 holdings listed · SEC ↗

Q2 2026
Jul 14 Ayrshire Capital Management LLC

$213.52M reported · 50 holdings listed · SEC ↗

Q2 2026
Jul 14 Mullaney, Keating & Wright, Inc.

$206.79M reported · 74 holdings listed · SEC ↗

Q2 2026
Jul 14 Spring Capital Management, Llc

$205.32M reported · 55 holdings listed · SEC ↗

Q2 2026
Jul 14 Longview Financial Advisors LLC

$202.36M reported · 150 holdings listed · SEC ↗

Q2 2026
Jul 14 Brown Shipley& Co Ltd

$193.13M reported · 75 holdings listed · SEC ↗

Q2 2026
Jul 14 Emergent Wealth Advisors, LLC

$192.41M reported · 122 holdings listed · SEC ↗

Q2 2026
Jul 14 BayBridge Capital Group, LLC

$191.92M reported · 96 holdings listed · SEC ↗

Q2 2026
Jul 14 Magnolia Wealth Management, LLC

$191.05M reported · 17 holdings listed · SEC ↗

Q2 2026
Jul 14 Wall Street Financial Group, Inc.

$187.07M reported · 120 holdings listed · SEC ↗

Q2 2026
Jul 14 Ervin Investment Management, LLC

$184.08M reported · 47 holdings listed · SEC ↗

Q2 2026
Jul 14 BCO Wealth Management LLC

$183.37M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 14 Brewster Financial Planning LLC

$182.13M reported · 30 holdings listed · SEC ↗

Q2 2026
Jul 14 Upper Left Wealth Management, LLC

$180.46M reported · 73 holdings listed · SEC ↗

Q2 2026
Jul 14 Cox Capital Mgt LLC

$179.67M reported · 81 holdings listed · SEC ↗

Q2 2026
Jul 14 Rolek Wealth Management LLC

$178.57M reported · 23 holdings listed · SEC ↗

Q2 2026
Jul 14 Credit Capital Investments LLC

$174.62M reported · 42 holdings listed · SEC ↗

Q2 2026
Jul 14 Chatterton & Associates Inc.

$169.91M reported · 101 holdings listed · SEC ↗

Q2 2026
Jul 14 Nautilus Advisors LLC

$169.63M reported · 179 holdings listed · SEC ↗

Q2 2026
Jul 14 TopTier Wealth Management, LLC

$165.54M reported · 133 holdings listed · SEC ↗

Q2 2026
Jul 14 Family Legacy Financial Solutions, LLC

$164.00M reported · 65 holdings listed · SEC ↗

Q2 2026
Jul 14 1620 Investment Advisors, Inc.

$161.45M reported · 678 holdings listed · SEC ↗

Q2 2026
Jul 14 Gibson Wealth Advisors LLC

$160.30M reported · 30 holdings listed · SEC ↗

Q2 2026
Jul 14 BAM Wealth Management, LLC

$159.83M reported · 273 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 14 Clark & Stuart, Inc

$159.38M reported · 57 holdings listed · SEC ↗

Q2 2026
Jul 14 JP Wealth Management, Inc.

$158.86M reported · 14 holdings listed · SEC ↗

Q2 2026
Jul 14 Clearview Wealth Management LLC

$155.59M reported · 62 holdings listed · SEC ↗

Q2 2026
Jul 14 Hoese & Co LLP

$153.93M reported · 203 holdings listed · SEC ↗

Q2 2026
Jul 14 SageOak Financial, LLC

$153.77M reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 14 Leibman Financial Services, Inc.

$150.43M reported · 46 holdings listed · SEC ↗

Q2 2026
Jul 14 Stewardship Concepts Financial Services Llc

$148.60M reported · 70 holdings listed · SEC ↗

Q2 2026
Jul 14 Intrinsic Value Partners, LLC

$146.34M reported · 73 holdings listed · SEC ↗

Q2 2026
Jul 14 Antonelli Financial Advisors, LLC

$145.84M reported · 53 holdings listed · SEC ↗

Q2 2026
Jul 14 Peak Wealth Management LLC

$142.52M reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 14 Nestegg Advisors, Inc.

$141.41M reported · 53 holdings listed · SEC ↗

Q2 2026
Jul 14 marrick wealth, LLC

$140.84M reported · 62 holdings listed · SEC ↗

Q2 2026
Jul 14 Delta Wealth Advisors LLC

$139.99M reported · 46 holdings listed · SEC ↗

Q2 2026
Jul 14 Arnold Financial Planning LLC

$134.09M reported · 41 holdings listed · SEC ↗

Q2 2026
Jul 14 Cannae Holdings, Inc.

$133.62M reported · 2 holdings listed · SEC ↗

Q2 2026
Jul 14 New Covenant Trust Company, N.A.

$132.66M reported · 107 holdings listed · SEC ↗

Q2 2026
Jul 14 North Capital, Inc.

$132.38M reported · 102 holdings listed · SEC ↗

Q2 2026
Jul 14 Waycross Investment Management Co

$131.32M reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 14 Smith Asset Management Co., LLC

$127.11M reported · 70 holdings listed · SEC ↗

Q2 2026
Jul 14 Midway Capital Research & Management

$125.82M reported · 114 holdings listed · SEC ↗

Q2 2026
Jul 14 Mkd Wealth Coaches, Llc

$117.04M reported · 31 holdings listed · SEC ↗

Q2 2026
Jul 14 Markin Asset Management, LP

$116.85M reported · 47 holdings listed · SEC ↗

Q2 2026
Jul 14 Cdm Financial Counseling Services, Inc.

$116.05M reported · 77 holdings listed · SEC ↗

Q2 2026
Jul 14 Jeter Robert S II

$104.37M reported · 47 holdings listed · SEC ↗

Q2 2026
Jul 14 Courant Investment Management LLC

$103.03M reported · 7 holdings listed · SEC ↗

Q2 2026
Jul 14 Significant Wealth Partners LLC

$92.36M reported · 116 holdings listed · SEC ↗

Q2 2026
Jul 14 McGrath & Associates, Inc.

$76.76M reported · 32 holdings listed · SEC ↗

Q2 2026
Jul 14 Benson Investment Management Company, Inc.

$18.78M reported · 9 holdings listed · SEC ↗

Q2 2026
Jul 14 Chickasaw Capital Management Llc

$2.78M reported · 97 holdings listed · SEC ↗

Q2 2026
Jul 14 Stolper Co

$387,320 reported · 91 holdings listed · SEC ↗

Q2 2026
Jul 14 Hendley & Co Inc

$282,579 reported · 47 holdings listed · SEC ↗

Q2 2026
Jul 14 Tealwood Asset Management Inc

$260,510 reported · 121 holdings listed · SEC ↗

Q2 2026
Jul 14 Lipe & Dalton

$215,132 reported · 94 holdings listed · SEC ↗

Q2 2026
Jul 14 LBJ Family Wealth Advisors, Ltd.

$196,131 reported · 28 holdings listed · SEC ↗

Q2 2026
Jul 14 Perenco International Ltd

value not stated on cover page · SEC ↗

Q2 2026
Jul 14 RBC Phillips, Hager & North Investment Counsel Inc.

value not stated on cover page · SEC ↗

Q2 2026
Jul 14 Lion Global Investors Ltd

value not stated on cover page · SEC ↗

Q2 2026
Jul 14 RBC Private Counsel (USA) Inc.

value not stated on cover page · SEC ↗

Q2 2026
Jul 14 Global Atlantic Investment Advisors, LLC

value not stated on cover page · SEC ↗

Q2 2026
Jul 14 Banque Piguet Galland & Cie SA

value not stated on cover page · SEC ↗

Q2 2026
Jul 14 Highland Associates Inc

value not stated on cover page · SEC ↗

Q2 2026
Jul 14 Long Short Advisors Llc

value not stated on cover page · SEC ↗

Q2 2026
Jul 14 Royal Trust Corp Of Canada/

value not stated on cover page · SEC ↗

Q2 2026
Jul 14 Signature Investment Advisors Llc

value not stated on cover page · SEC ↗

Q2 2026
Jul 13 DAVENPORT & Co LLC

$20.35B reported · 1,356 holdings listed · SEC ↗

Q2 2026
Jul 13 PineStone Asset Management Inc.

$16.19B reported · 44 holdings listed · SEC ↗

Q2 2026
Jul 13 Aegon Asset Management Uk Plc

$9.38B reported · 172 holdings listed · SEC ↗

Q2 2026
Jul 13 First Citizens Bank & Trust Co

$6.69B reported · 925 holdings listed · SEC ↗

Q2 2026
← Previous Page 101 / 109 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