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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
HAIN -5 −5 12
DECK Deckers Outdoor… -5 −5 17
DD DuPont de Nemours… -5 −5 21
RYAN Ryan Specialty… -5 −5 14
IIIV i3 Verticals, Inc. -5 −5 9

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 10,101–10,200 of 10,673 individual filing documents

Jul 10 Anderson Hoagland & Co

13F-HR · $1.05B reported · 146 holdings listed · SEC ↗

Q2 2025
Jul 10 Bath Savings Trust Co

13F-HR · $987.81M reported · 263 holdings listed · SEC ↗

Q2 2025
Jul 10 Sovran Advisors, LLC

13F-HR · $954.35M reported · 520 holdings listed · SEC ↗

Q2 2025
Jul 10 Three Seasons Wealth, LLC

13F-HR · $872.11M reported · 121 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 10 ARS Wealth Advisors Group, LLC

13F-HR · $867.84M reported · 189 holdings listed · SEC ↗

Q2 2025
Jul 10 Burns J W & Co Inc/Ny

13F-HR · $823.85M reported · 184 holdings listed · SEC ↗

Q2 2025
Jul 10 Cannae Holdings, Inc.

13F-HR · $819.96M reported · 5 holdings listed · SEC ↗

Q2 2025
Jul 10 Redhawk Wealth Advisors, Inc.

13F-HR · $797.47M reported · 324 holdings listed · SEC ↗

Q2 2025
Jul 10 Sharkey, Howes & Javer

13F-HR · $745.87M reported · 154 holdings listed · SEC ↗

Q2 2025
Jul 10 American Financial Advisors, LLC

13F-HR · $716.02M reported · 161 holdings listed · SEC ↗

Q2 2025
Jul 10 Klaas Financial Asset Advisors, LLC

13F-HR · $631.86M reported · 47 holdings listed · SEC ↗

Q2 2025
Jul 10 Perkins Coie Trust Co

13F-HR · $587.12M reported · 296 holdings listed · SEC ↗

Q2 2025
Jul 10 Security National Bank

13F-HR · $577.71M reported · 397 holdings listed · SEC ↗

Q2 2025
Jul 10 Sky Investment Group LLC

13F-HR · $570.69M reported · 140 holdings listed · SEC ↗

Q2 2025
Jul 10 Financial Management Network Inc

13F-HR · $558.11M reported · 176 holdings listed · SEC ↗

Q2 2025
Jul 10 Secure Asset Management, LLC

13F-HR · $542.70M reported · 311 holdings listed · SEC ↗

Q2 2025
Jul 10 TT International Asset Management LTD

13F-HR · $524.76M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 10 Marshall Financial Group, LLC

13F-HR · $509.96M reported · 251 holdings listed · SEC ↗

Q2 2025
Jul 10 Legacy Financial Strategies, LLC

13F-HR · $509.63M reported · 127 holdings listed · SEC ↗

Q2 2025
Jul 10 Contravisory Investment Management, Inc.

13F-HR · $508.30M reported · 370 holdings listed · SEC ↗

Q2 2025
Jul 10 Bright Rock Capital Management, Llc

13F-HR · $493.98M reported · 74 holdings listed · SEC ↗

Q2 2025
Jul 10 Affiance Financial, LLC

13F-HR · $492.29M reported · 104 holdings listed · SEC ↗

Q2 2025
Jul 10 Kozak & Associates, Inc.

13F-HR · $490.65M reported · 470 holdings listed · SEC ↗

Q2 2025
Jul 10 Greenfield FTC, Inc.

13F-HR · $470.84M reported · 3 holdings listed · SEC ↗

Q2 2025
Jul 10 Moller Wealth Partners

13F-HR · $452.89M reported · 69 holdings listed · SEC ↗

Q2 2025
Jul 10 Clare Market Investments LLC

13F-HR · $452.88M reported · 146 holdings listed · SEC ↗

Q2 2025
Jul 10 Jackson Square Capital, Llc

13F-HR · $450.31M reported · 146 holdings listed · SEC ↗

Q2 2025
Jul 10 Cisco Systems, Inc.

13F-HR · $444.24M reported · 4 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 10 Professional Financial Advisors, LLC

13F-HR · $431.08M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 10 Waypoint Wealth Partners Inc.

13F-HR · $411.42M reported · 76 holdings listed · SEC ↗

Q2 2025
Jul 10 Cypress Point Wealth Management, LLC

13F-HR · $410.78M reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 10 Triangle Securities Wealth Management

13F-HR · $406.38M reported · 219 holdings listed · SEC ↗

Q2 2025
Jul 10 Sunflower Bank, N.A.

13F-HR · $395.44M reported · 202 holdings listed · SEC ↗

Q2 2025
Jul 10 Compton Wealth Advisory Group, LLC

13F-HR · $395.30M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 10 Stewardship Advisors, LLC

13F-HR · $395.08M reported · 151 holdings listed · SEC ↗

Q2 2025
Jul 10 Carderock Capital Management Inc

13F-HR · $390.35M reported · 139 holdings listed · SEC ↗

Q2 2025
Jul 10 Brooklyn FI, LLC

13F-HR · $390.14M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 10 Voisard Asset Management Group, Inc.

13F-HR · $387.94M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 10 High Net Worth Advisory Group LLC

13F-HR · $377.74M reported · 227 holdings listed · SEC ↗

Q2 2025
Jul 10 Atticus Wealth Management, Llc

13F-HR · $370.34M reported · 679 holdings listed · SEC ↗

Q2 2025
Jul 10 Hurlow Wealth Management Group, Inc.

13F-HR · $354.02M reported · 127 holdings listed · SEC ↗

Q2 2025
Jul 10 Vista Investment Partners Llc

13F-HR · $346.81M reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 10 Rfg Holdings, Inc.

13F-HR · $345.17M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 10 HWG Holdings LP

13F-HR · $341.78M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 10 Brady Family Wealth, Llc

13F-HR · $322.96M reported · 113 holdings listed · SEC ↗

Q2 2025
Jul 10 Websterrogers Financial Advisors, Llc

13F-HR · $314.53M reported · 86 holdings listed · SEC ↗

Q2 2025
Jul 10 Sterling Financial Group, Inc.

13F-HR · $297.93M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 10 Oldfather Financial Services, LLC

13F-HR · $290.94M reported · 84 holdings listed · SEC ↗

Q2 2025
Jul 10 Baker Tilly Wealth Management, Llc

13F-HR · $279.97M reported · 234 holdings listed · SEC ↗

Q2 2025
Jul 10 Capital Advisory Group Advisory Services, Llc

13F-HR · $278.05M reported · 173 holdings listed · SEC ↗

Q2 2025
Jul 10 Selective Wealth Management, Inc.

13F-HR · $273.88M reported · 103 holdings listed · SEC ↗

Q2 2025
Jul 10 Global Financial Private Client, LLC

13F-HR · $266.68M reported · 320 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 10 Weinberger Asset Management, Inc

13F-HR · $259.02M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 10 Oliver Lagore Vanvalin Investment Group

13F-HR · $254.80M reported · 661 holdings listed · SEC ↗

Q2 2025
Jul 10 Arkfeld Wealth Strategies, L.L.C.

13F-HR · $253.12M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 10 HF Advisory Group, LLC

13F-HR · $253.05M reported · 164 holdings listed · SEC ↗

Q2 2025
Jul 10 Veridan Wealth LLC

13F-HR · $249.27M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 10 SK Wealth Management, LLC

13F-HR · $230.70M reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 10 Bigelow Investment Advisors, LLC

13F-HR · $226.92M reported · 147 holdings listed · SEC ↗

Q2 2025
Jul 10 Strathmore Capital Advisors, Inc.

13F-HR · $226.25M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 10 Shira Ridge Wealth Management

13F-HR · $218.93M reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 10 IMPACTfolio, LLC

13F-HR · $210.92M reported · 34 holdings listed · SEC ↗

Q2 2025
Jul 10 Ayrshire Capital Management LLC

13F-HR · $208.27M reported · 47 holdings listed · SEC ↗

Q2 2025
Jul 10 Fortress Wealth Management, Inc.

13F-HR · $207.36M reported · 72 holdings listed · SEC ↗

Q2 2025
Jul 10 State Insurance Fund

13F-HR · $206.48M reported · 1 holdings listed · SEC ↗

Q2 2025
Jul 10 Worth Asset Management, LLC

13F-HR · $202.76M reported · 387 holdings listed · SEC ↗

Q2 2025
Jul 10 CWC Advisors, LLC.

13F-HR · $193.51M reported · 145 holdings listed · SEC ↗

Q2 2025
Jul 10 Sterling Investment Advisors Llc /Adv

13F-HR · $192.09M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 10 Threadgill Financial, Llc

13F-HR · $186.87M reported · 47 holdings listed · SEC ↗

Q2 2025
Jul 10 Banque de Luxembourg S.A.

13F-HR · $174.58M reported · 87 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 10 Aua Capital Management, Llc

13F-HR · $167.44M reported · 76 holdings listed · SEC ↗

Q2 2025
Jul 10 Ryan Investment Management, Inc.

13F-HR · $156.49M reported · 52 holdings listed · SEC ↗

Q2 2025
Jul 10 Myriad Asset Management US LP

13F-HR · $150.97M reported · 23 holdings listed · SEC ↗

Q2 2025
Jul 10 Envision Financial LLC

13F-HR · $149.98M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 10 Ahl Investment Management, Inc.

13F-HR · $149.84M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 10 McHugh Group, LLC

13F-HR · $149.60M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 10 Members Wealth Llc

13F-HR · $149.12M reported · 108 holdings listed · SEC ↗

Q2 2025
Jul 10 Peoples Bank/KS

13F-HR · $149.10M reported · 120 holdings listed · SEC ↗

Q2 2025
Jul 10 Stonekeep Investments, LLC

13F-HR · $148.51M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 10 White Wing Wealth Management

13F-HR · $147.58M reported · 32 holdings listed · SEC ↗

Q2 2025
Jul 10 Xiamen Xinweidachuang Investment Partnership…

13F-HR · $138.73M reported · 1 holdings listed · SEC ↗

Q2 2025
Jul 10 Asset Value Investors Ltd

13F-HR · $136.16M reported · 3 holdings listed · SEC ↗

Q2 2025
Jul 10 Pachira Investments Inc.

13F-HR · $132.28M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 10 Guided Capital Wealth Management, LLC

13F-HR · $129.83M reported · 34 holdings listed · SEC ↗

Q2 2025
Jul 10 Andrew Hill Investment Advisors, Inc.

13F-HR · $124.32M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 10 Pacific Asset Management, LLC

13F-HR · $124.30M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 10 Arbor Wealth Advisors LLC

13F-HR · $123.25M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 10 Piscataqua Savings Bank

13F-HR · $119.77M reported · 477 holdings listed · SEC ↗

Q2 2025
Jul 10 Family Legacy Financial Solutions, LLC

13F-HR · $117.91M reported · 247 holdings listed · SEC ↗

Q2 2025
Jul 10 Uptown Financial Advisors LLC

13F-HR · $116.73M reported · 75 holdings listed · SEC ↗

Q2 2025
Jul 10 VanWeelden Wealth Management, LLC

13F-HR · $116.66M reported · 20 holdings listed · SEC ↗

Q2 2025
Jul 10 Seek First Inc.

13F-HR · $112.61M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 10 Park Capital Management, LLC / WI

13F-HR · $107.99M reported · 74 holdings listed · SEC ↗

Q2 2025
Jul 10 Western Pacific Wealth Management, LP

13F-HR · $104.27M reported · 197 holdings listed · SEC ↗

Q2 2025
Jul 10 AJU IB Investment Co., Ltd.

13F-HR · $91.89M reported · 8 holdings listed · SEC ↗

Q2 2025
Jul 10 Kawa Capital Management, Inc

13F-HR/A · $54.87M reported · 6 holdings listed · SEC ↗

Q2 2025
Jul 10 Kawa Capital Management, Inc

13F-HR · $49.51M reported · 6 holdings listed · SEC ↗

Q2 2025
Jul 10 PMV Capital Advisers, LLC

13F-HR · $44.88M reported · 121 holdings listed · SEC ↗

Q2 2025
Jul 10 Longboard Asset Management, LP

13F-HR · $40.24M reported · 168 holdings listed · SEC ↗

Q2 2025
Jul 10 Vida Ventures Advisors, LLC

13F-HR · $15.92M reported · 2 holdings listed · SEC ↗

Q2 2025
← Previous Page 102 / 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