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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
RNA +64 +64 65
MDA MDA Space Ltd +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 10,101–10,200 of 10,586 managers that reported this season
One row per manager: these managers filed 10,949 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

Apr 10 Naviter Wealth, LLC

$800.61M reported · 271 holdings listed · SEC ↗

Q1 2026
Apr 10 TCP Asset Management, LLC

$778.01M reported · 133 holdings listed · SEC ↗

Q1 2026
Apr 10 Bdf-Gestion

$748.56M reported · 144 holdings listed · SEC ↗

Q1 2026
Apr 10 Harbor Group, Inc.

$692.45M reported · 116 holdings listed · SEC ↗

Q1 2026
Apr 10 Affinity Wealth Management Llc

$660.63M reported · 103 holdings listed · SEC ↗

Q1 2026
Apr 10 First Bank & Trust

$620.80M reported · 397 holdings listed · SEC ↗

Q1 2026
Apr 10 ALM First Financial Advisors, LLC

$557.45M reported · 25 holdings listed · SEC ↗

Q1 2026
Apr 10 Jacobson & Schmitt Advisors, Llc

$551.35M reported · 78 holdings listed · SEC ↗

Q1 2026
Apr 10 Intellectus Partners, LLC

$489.88M reported · 290 holdings listed · SEC ↗

Q1 2026
Apr 10 IAM Advisory, LLC

$446.32M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 10 Benin Management CORP

$444.81M reported · 146 holdings listed · SEC ↗

Q1 2026
Apr 10 Abound Wealth Management

$440.10M reported · 1,492 holdings listed · SEC ↗

Q1 2026
Apr 10 Wealth Group Ltd

$439.06M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 10 Great Oak Capital Partners, Llc

$429.82M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 10 Ipswich Investment Management Co., Inc.

$425.88M reported · 185 holdings listed · 6 other managers included · SEC ↗

Q1 2026
Apr 10 Baker Tilly Wealth Management, Llc

$411.21M reported · 280 holdings listed · SEC ↗

Q1 2026
Apr 10 M & L Capital Management Ltd

$406.67M reported · 19 holdings listed · SEC ↗

Q1 2026
Apr 10 Carderock Capital Management Inc

$404.81M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 10 Prosperity Planning, Inc.

$394.65M reported · 110 holdings listed · SEC ↗

Q1 2026
Apr 10 Sunflower Bank, N.A.

$392.38M reported · 221 holdings listed · SEC ↗

Q1 2026
Apr 10 Level Financial Advisors

$392.08M reported · 92 holdings listed · SEC ↗

Q1 2026
Apr 10 Quadratic Capital Management LLC

$383.25M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 10 Briaud Financial Planning Inc

$381.38M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 10 Aquire Wealth Advisors, LLC

$380.55M reported · 49 holdings listed · SEC ↗

Q1 2026
Apr 10 Windsor Capital Management, LLC

$354.84M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 10 Legacy Wealth Management, LLC / MS

$350.85M reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 10 Bouvel Investment Partners, LLC

$344.64M reported · 78 holdings listed · SEC ↗

Q1 2026
Apr 10 Field & Main Bank

$343.72M reported · 326 holdings listed · SEC ↗

Q1 2026
Apr 10 Claris Advisors, Llc / Mo /

$334.14M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 10 McCollum Christoferson Group LLC

$332.77M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 10 Impact Capital Partners LLC

$330.60M reported · 276 holdings listed · 5 other managers included · SEC ↗

Q1 2026
Apr 10 HT Partners LLC

$330.22M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 10 Quaker Wealth Management, LLC

$320.17M reported · 975 holdings listed · SEC ↗

Q1 2026
Apr 10 PFW Advisors LLC

$317.93M reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 10 Lifestyle Asset Management, Inc.

$306.17M reported · 134 holdings listed · SEC ↗

Q1 2026
Apr 10 MKT Advisors LLC

$298.27M reported · 157 holdings listed · SEC ↗

Q1 2026
Apr 10 Rede Wealth, LLC

$278.03M reported · 109 holdings listed · SEC ↗

Q1 2026
Apr 10 Henry James International Management Inc.

$276.95M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 10 Tounjian Advisory Partners, Llc

$276.89M reported · 150 holdings listed · SEC ↗

Q1 2026
Apr 10 Eagle Wealth Strategies Llc

$228.06M reported · 114 holdings listed · SEC ↗

Q1 2026
Apr 10 GEM Asset Management, LLC

$226.63M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 10 Oxinas Partners, LLC

$218.85M reported · 145 holdings listed · SEC ↗

Q1 2026
Apr 10 Kessler Investment Group, LLC

$211.30M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 10 Brucke Financial, Inc.

$197.14M reported · 166 holdings listed · SEC ↗

Q1 2026
Apr 10 BostonPremier Wealth LLC

$193.53M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 10 Green Ridge Wealth Planning LLC

$190.02M reported · 86 holdings listed · SEC ↗

Q1 2026
Apr 10 Sard Wealth Management Group, Llc

$183.92M reported · 60 holdings listed · SEC ↗

Q1 2026
Apr 10 Finivi Inc.

$183.11M reported · 103 holdings listed · SEC ↗

Q1 2026
Apr 10 Lake Hills Wealth Management, LLC

$178.81M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 10 Ballew Advisors, Inc

$177.36M reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 10 Melfa Wealth Management, Inc.

$174.15M reported · 195 holdings listed · SEC ↗

Q1 2026
Apr 10 Salvus Wealth Management, LLC

$171.97M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 10 Winebrenner Capital Management Llc

$155.72M reported · 139 holdings listed · SEC ↗

Q1 2026
Apr 10 Atala Financial Inc

$148.94M reported · 117 holdings listed · SEC ↗

Q1 2026
Apr 10 Corepath Wealth Partners Llc

$148.29M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 10 Piscataqua Savings Bank

$142.32M reported · 527 holdings listed · SEC ↗

Q1 2026
Apr 10 Summit Financial Consulting LLC

$139.70M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 10 DKM Wealth Management, Inc.

$138.71M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 10 Prota Financial, LLC

$138.00M reported · 67 holdings listed · SEC ↗

Q1 2026
Apr 10 Sage Investment Advisers LLC

$135.04M reported · 89 holdings listed · SEC ↗

Q1 2026
Apr 10 Harpswell Capital Advisors, LLC

$134.30M reported · 36 holdings listed · SEC ↗

Q1 2026
Apr 10 Daytona Street Capital LLC

$129.72M reported · 302 holdings listed · SEC ↗

Q1 2026
Apr 10 Kopion Asset Management, LLC

$128.51M reported · 20 holdings listed · SEC ↗

Q1 2026
Apr 10 WLTH Capital Management, LLC amended

$127.59M reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 10 Finward Bancorp

$125.10M reported · 182 holdings listed · SEC ↗

Q1 2026
Apr 10 Cassilly Financial Group LLC

$115.24M reported · 64 holdings listed · SEC ↗

Q1 2026
Apr 10 Cooke Wealth Management, LLC

$112.85M reported · 37 holdings listed · SEC ↗

Q1 2026
Apr 10 Luma Capital S.A. - SPF

$103.91M reported · 12 holdings listed · SEC ↗

Q1 2026
Apr 10 Putney Financial Group LLC

$99.27M reported · 84 holdings listed · SEC ↗

Q1 2026
Apr 10 Sulzberger Capital Advisors, Inc.

$97.99M reported · 49 holdings listed · SEC ↗

Q1 2026
Apr 10 Ebert Capital Management Inc.

$97.91M reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 10 Boyer Financial Services, Inc.

$94.32M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 10 Shelter Rock Management, LLC

$94.30M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 10 Syquant Capital Sas

$640,320 reported · 40 holdings listed · SEC ↗

Q1 2026
Apr 10 Matrix Trust Co

$602,052 reported · 178 holdings listed · SEC ↗

Q1 2026
Apr 10 Hartz Capital, Inc.

value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
Apr 10 Henry Bragg & Co., LLC

value not stated on cover page · SEC ↗

Q1 2026
Apr 10 Sumnicht & Associates, LLC

value not stated on cover page · SEC ↗

Q1 2026
Apr 10 Home-Owners Insurance Co

value not stated on cover page · SEC ↗

Q1 2026
Apr 10 Owners Insurance Co

value not stated on cover page · SEC ↗

Q1 2026
Apr 09 Avior Wealth Management, LLC

$3.53B reported · 825 holdings listed · SEC ↗

Q1 2026
Apr 09 Zevenbergen Capital Investments Llc

$3.48B reported · 182 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 09 Wedmont Private Capital

$3.10B reported · 838 holdings listed · SEC ↗

Q1 2026
Apr 09 Cliftonlarsonallen Wealth Advisors, Llc

$2.36B reported · 223 holdings listed · SEC ↗

Q1 2026
Apr 09 Acropolis Investment Management, LLC

$2.26B reported · 384 holdings listed · SEC ↗

Q1 2026
Apr 09 TruWealth Advisors, LLC

$2.08B reported · 182 holdings listed · SEC ↗

Q1 2026
Apr 09 Goelzer Investment Management, Inc.

$2.07B reported · 297 holdings listed · SEC ↗

Q1 2026
Apr 09 C2P Capital Advisory Group, LLC d.b.a. Prosperity…

$1.76B reported · 403 holdings listed · SEC ↗

Q1 2026
Apr 09 P/E Global LLC

$1.27B reported · 7 holdings listed · SEC ↗

Q1 2026
Apr 09 Tompkins Financial Corp

$1.26B reported · 746 holdings listed · SEC ↗

Q1 2026
Apr 09 Kwmg, Llc

$1.20B reported · 147 holdings listed · SEC ↗

Q1 2026
Apr 09 Everhart Financial Group, Inc.

$1.17B reported · 464 holdings listed · SEC ↗

Q1 2026
Apr 09 Pinkerton Wealth, Llc

$1.10B reported · 138 holdings listed · SEC ↗

Q1 2026
Apr 09 Moody National Bank Trust Division

$1.05B reported · 794 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 09 Tetrad Corp

$1.00B reported · 3 holdings listed · SEC ↗

Q1 2026
Apr 09 Teamwork Financial Advisors, LLC

$946.31M reported · 216 holdings listed · SEC ↗

Q1 2026
Apr 09 Curated Wealth Partners LLC

$793.61M reported · 572 holdings listed · 12 other managers included · SEC ↗

Q1 2026
Apr 09 CRA Financial Services, LLC

$770.10M reported · 296 holdings listed · SEC ↗

Q1 2026
Apr 09 Cullen Investment Group, Ltd.

$757.59M reported · 179 holdings listed · SEC ↗

Q1 2026
Apr 09 Peterson Wealth Advisors, LLC

$751.87M reported · 108 holdings listed · SEC ↗

Q1 2026
← Previous Page 102 / 106 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