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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 11,582 individual filing documents

Jul 20 Koa Wealth Management, LLC

13F-HR · $147.06M reported · 54 holdings listed · SEC ↗

Q2 2026
Jul 20 Pathway Wealth Management Llc

13F-HR · $143.40M reported · 31 holdings listed · SEC ↗

Q2 2026
Jul 20 Thor Investment Management Inc /Oh/ /Adv

13F-HR · $136.38M reported · 48 holdings listed · SEC ↗

Q2 2026
Jul 20 Canaan Partners XI LLC

13F-HR · $127.27M reported · 3 holdings listed · SEC ↗

Q2 2026
Jul 20 MeadowBrook Investment Advisors LLC

13F-HR · $126.17M reported · 196 holdings listed · SEC ↗

Q2 2026
Jul 20 Connecticut Capital Management Group, LLC

13F-HR · $124.11M reported · 195 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 20 High Point Wealth Management, LLC

13F-HR · $122.24M reported · 250 holdings listed · SEC ↗

Q2 2026
Jul 20 Boyer Financial Services, Inc.

13F-HR · $118.45M reported · 57 holdings listed · SEC ↗

Q2 2026
Jul 20 Objective Capital Management, LLC

13F-HR · $112.68M reported · 103 holdings listed · SEC ↗

Q2 2026
Jul 20 HS Investments IV Ltd

13F-HR · $112.14M reported · 2 holdings listed · SEC ↗

Q2 2026
Jul 20 John W. Brooker & Co., CPAs

13F-HR · $82.77M reported · 71 holdings listed · SEC ↗

Q2 2026
Jul 20 PCB Capital LLC

13F-HR · $82.13M reported · 209 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 20 WestBridge Capital Management, LLC

13F-HR · $79.51M reported · 1 holdings listed · 6 other managers included · SEC ↗

Q2 2026
Jul 20 Myriad Asset Management US LP

13F-HR · $72.40M reported · 52 holdings listed · SEC ↗

Q2 2026
Jul 20 Qp Wealth Management, Llc

13F-HR · $70.11M reported · 71 holdings listed · SEC ↗

Q2 2026
Jul 20 JGP Global Gestao de Recursos Ltda.

13F-HR · $45.33M reported · 34 holdings listed · SEC ↗

Q2 2026
Jul 20 China-UAE Investment Cooperation Fund, L.P.

13F-HR · $45.22M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 20 Miura Global Management, LLC

13F-HR · $25.21M reported · 13 holdings listed · SEC ↗

Q2 2026
Jul 20 HS Investments III Ltd

13F-HR · $22.29M reported · 1 holdings listed · SEC ↗

Q2 2026
Jul 20 Park Avenue Securities Llc

13F-HR · $16.01M reported · 1,776 holdings listed · SEC ↗

Q2 2026
Jul 20 State of Alaska, Department of Revenue

13F-HR · $10.07M reported · 3,580 holdings listed · SEC ↗

Q2 2026
Jul 20 Louisiana State Employees Retirement System

13F-HR · $6.74M reported · 1,612 holdings listed · SEC ↗

Q2 2026
Jul 20 Achmea Investment Management B.V.

13F-HR · $4.00M reported · 115 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 20 SlateStone Wealth, LLC

13F-HR · $1.31M reported · 296 holdings listed · SEC ↗

Q2 2026
Jul 20 White Pine Investment CO

13F-HR · $469,190 reported · 73 holdings listed · SEC ↗

Q2 2026
Jul 20 Empirical Capital Management, LLC

13F-HR · $365,928 reported · 33 holdings listed · SEC ↗

Q2 2026
Jul 20 Sivik Global Healthcare LLC

13F-HR · $235,578 reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 20 Rye Brook Capital LLC

13F-HR · $142,600 reported · 40 holdings listed · SEC ↗

Q2 2026
Jul 20 Axel Blair

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

Q2 2026
Jul 20 Salzhauer Henry

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

Q2 2026
Jul 20 Wendell Peter C

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

Q2 2026
Jul 20 Union Bank & Trust Co /Ne/

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

Q2 2026
Jul 20 WestBridge Capital US Advisors, LP

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

Q2 2026
Jul 20 Shenoy Muralidhar

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

Q2 2026
Jul 20 Intact Financial Corp

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

Q2 2026
Jul 20 GUNN & Co INVESTMENT MANAGEMENT, INC.

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

Q2 2026
Jul 20 Meitav Mutual Funds Ltd

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

Q2 2026
Jul 20 Rich Land Bancorp, Inc.

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

Q2 2026
Jul 20 Meitav Portfolio Management Ltd

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

Q2 2026
Jul 20 Abc Arbitrage Asset Management Asia Pte Ltd

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

Q2 2026
Jul 20 Abc Arbitrage Asset Management

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

Q2 2026
Jul 20 Meitav Provident Funds & Pension Ltd

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

Q2 2026
Jul 20 Chadha Sumir

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

Q2 2026
Jul 20 WestBridge Crossover Fund, LLC

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

Q2 2026
Jul 20 Singhal Sandeep

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

Q2 2026
Jul 17 Commonwealth Of Pennsylvania Public School Empls…

13F-HR · $20.59B reported · 1,759 holdings listed · SEC ↗

Q2 2026
Jul 17 Sequoia Financial Advisors, LLC

13F-HR · $20.07B reported · 2,163 holdings listed · SEC ↗

Q2 2026
Jul 17 Fort Washington Investment Advisors Inc /Oh/

13F-HR · $19.89B reported · 452 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 17 Merit Financial Group, LLC

13F-HR · $16.38B reported · 8,134 holdings listed · 13 other managers included · SEC ↗

Q2 2026
Jul 17 Farther Finance Advisors, LLC

13F-HR · $12.81B reported · 6,021 holdings listed · SEC ↗

Q2 2026
Jul 17 Ofi Invest Asset Management

13F-HR · $10.02B reported · 365 holdings listed · SEC ↗

Q2 2026
Jul 17 River Road Asset Management, LLC

13F-HR · $9.00B reported · 175 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 17 Ballentine Partners, LLC

13F-HR · $8.18B reported · 2,656 holdings listed · 6 other managers included · SEC ↗

Q2 2026
Jul 17 Hm Payson & Co

13F-HR · $7.54B reported · 1,604 holdings listed · SEC ↗

Q2 2026
Jul 17 Diversified Trust Co

13F-HR · $6.24B reported · 1,285 holdings listed · SEC ↗

Q2 2026
Jul 17 GRIMES & Co WEALTH MANAGEMENT, LLC

13F-HR · $4.62B reported · 691 holdings listed · SEC ↗

Q2 2026
Jul 17 Arbejdsmarkedets Tillaegspension

13F-HR · $4.60B reported · 164 holdings listed · SEC ↗

Q2 2026
Jul 17 Avanza Fonder AB

13F-HR · $4.59B reported · 857 holdings listed · SEC ↗

Q2 2026
Jul 17 Cary Street Partners Financial Llc

13F-HR · $4.58B reported · 1,445 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 17 Matson Money. Inc.

13F-HR · $3.59B reported · 9 holdings listed · SEC ↗

Q2 2026
Jul 17 Fifth Third Wealth Advisors LLC

13F-HR · $3.58B reported · 992 holdings listed · SEC ↗

Q2 2026
Jul 17 Constellation Investments, Inc.

13F-HR · $3.18B reported · 19 holdings listed · SEC ↗

Q2 2026
Jul 17 Peregrine Capital Management Llc

13F-HR · $3.08B reported · 282 holdings listed · SEC ↗

Q2 2026
Jul 17 Cidel Asset Management Inc

13F-HR · $2.08B reported · 480 holdings listed · SEC ↗

Q2 2026
Jul 17 Amanah Holdings Trust

13F-HR · $1.70B reported · 20 holdings listed · SEC ↗

Q2 2026
Jul 17 Svb Wealth Llc

13F-HR · $1.59B reported · 1,570 holdings listed · 9 other managers included · SEC ↗

Q2 2026
Jul 17 Winthrop Advisory Group LLC

13F-HR · $1.48B reported · 331 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 17 Amplius Wealth Advisors, LLC

13F-HR · $1.36B reported · 211 holdings listed · SEC ↗

Q2 2026
Jul 17 Heartwood Wealth Advisors LLC

13F-HR · $1.29B reported · 227 holdings listed · SEC ↗

Q2 2026
Jul 17 Petersen Hastings Wealth Advisors Inc.

13F-HR · $1.19B reported · 87 holdings listed · SEC ↗

Q2 2026
Jul 17 Financial Synergies Wealth Advisors, Inc.

13F-HR · $1.18B reported · 116 holdings listed · SEC ↗

Q2 2026
Jul 17 Laurel Wealth Advisors LLC

13F-HR · $1.03B reported · 200 holdings listed · SEC ↗

Q2 2026
Jul 17 Archford Capital Strategies, LLC

13F-HR · $987.49M reported · 359 holdings listed · SEC ↗

Q2 2026
Jul 17 Caledonia Investments Plc

13F-HR · $883.26M reported · 15 holdings listed · SEC ↗

Q2 2026
Jul 17 Burton Enright Welch

13F-HR · $851.52M reported · 146 holdings listed · SEC ↗

Q2 2026
Jul 17 Arvest Investments, Inc.

13F-HR · $826.64M reported · 255 holdings listed · SEC ↗

Q2 2026
Jul 17 Asio Capital, LLC

13F-HR · $780.92M reported · 109 holdings listed · SEC ↗

Q2 2026
Jul 17 Greenfield FTC, Inc.

13F-HR · $734.54M reported · 4 holdings listed · SEC ↗

Q2 2026
Jul 17 Central Bank & Trust Co

13F-HR · $705.25M reported · 214 holdings listed · SEC ↗

Q2 2026
Jul 17 SeaBridge Investment Advisors LLC

13F-HR · $691.59M reported · 188 holdings listed · SEC ↗

Q2 2026
Jul 17 Advocate Group Llc

13F-HR · $665.14M reported · 122 holdings listed · SEC ↗

Q2 2026
Jul 17 Ironwood Financial, llc

13F-HR · $638.74M reported · 179 holdings listed · SEC ↗

Q2 2026
Jul 17 Grey Fox Wealth Advisors, LLC

13F-HR · $637.40M reported · 227 holdings listed · SEC ↗

Q2 2026
Jul 17 Grace & White Inc /Ny

13F-HR · $632.00M reported · 133 holdings listed · SEC ↗

Q2 2026
Jul 17 Formidable Asset Management, LLC

13F-HR · $628.77M reported · 387 holdings listed · SEC ↗

Q2 2026
Jul 17 TB Alternative Assets Ltd.

13F-HR · $623.05M reported · 34 holdings listed · SEC ↗

Q2 2026
Jul 17 Conrad Siegel Investment Advisors, Inc.

13F-HR · $614.62M reported · 74 holdings listed · SEC ↗

Q2 2026
Jul 17 Div Capital Phoenix Assets Ltd

13F-HR · $583.13M reported · 9 holdings listed · SEC ↗

Q2 2026
Jul 17 Great Diamond Partners, LLC

13F-HR · $581.75M reported · 238 holdings listed · SEC ↗

Q2 2026
Jul 17 Liberty Capital Management, Inc.

13F-HR · $581.75M reported · 184 holdings listed · SEC ↗

Q2 2026
Jul 17 Rezny Wealth Management, Inc.

13F-HR · $578.60M reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 17 Manchester Financial Inc

13F-HR · $562.56M reported · 145 holdings listed · SEC ↗

Q2 2026
Jul 17 Madrona Financial Services, LLC

13F-HR · $542.59M reported · 143 holdings listed · SEC ↗

Q2 2026
Jul 17 Rosenberg Matthew Hamilton

13F-HR · $536.76M reported · 793 holdings listed · SEC ↗

Q2 2026
Jul 17 Mcrae Capital Management Inc

13F-HR · $508.14M reported · 113 holdings listed · SEC ↗

Q2 2026
Jul 17 Builder Investment Group Inc /Adv

13F-HR · $504.71M reported · 107 holdings listed · SEC ↗

Q2 2026
Jul 17 Fairvoy Private Wealth, LLC

13F-HR · $494.79M reported · 200 holdings listed · SEC ↗

Q2 2026
Jul 17 Cary Street Partners Investment Advisory Llc

13F-HR · $494.20M reported · 4,387 holdings listed · 32 other managers included · SEC ↗

Q2 2026
Jul 17 Cypress Point Wealth Management, LLC

13F-HR · $491.61M reported · 142 holdings listed · SEC ↗

Q2 2026
Jul 17 Vaquero Private Wealth, Ltd

13F-HR · $485.88M reported · 194 holdings listed · SEC ↗

Q2 2026
← Previous Page 101 / 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