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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 10,201–10,300 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 09 Mechanics Bank Trust Department

$722.21M reported · 354 holdings listed · SEC ↗

Q1 2026
Apr 09 Eagle Rock Investment Company, Llc

$688.18M reported · 158 holdings listed · SEC ↗

Q1 2026
Apr 09 Thrive Wealth Management, LLC

$670.85M reported · 231 holdings listed · SEC ↗

Q1 2026
Apr 09 Secure Asset Management, LLC

$631.81M reported · 327 holdings listed · SEC ↗

Q1 2026
Apr 09 Wealth Alliance Advisory Group, LLC

$631.59M reported · 197 holdings listed · SEC ↗

Q1 2026
Apr 09 Sanders Morris Harris Llc

$630.84M reported · 297 holdings listed · SEC ↗

Q1 2026
Apr 09 IFG Advisors, LLC

$610.60M reported · 149 holdings listed · SEC ↗

Q1 2026
Apr 09 Diversified Management Inc

$583.24M reported · 262 holdings listed · SEC ↗

Q1 2026
Apr 09 Chemistry Wealth Management LLC

$568.55M reported · 204 holdings listed · SEC ↗

Q1 2026
Apr 09 Trust Co of Tennessee

$537.03M reported · 8 holdings listed · SEC ↗

Q1 2026
Apr 09 Overbrook Management Corp

$529.45M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 09 McNamara Financial Services, Inc.

$528.42M reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 09 Praetorian Wealth Management, Inc.

$526.20M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 09 WestHill Financial Advisors, Inc.

$522.95M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 09 Whitaker-Myers Wealth Managers, LTD.

$501.62M reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 09 Park Place Capital Corp

$498.73M reported · 850 holdings listed · SEC ↗

Q1 2026
Apr 09 Lantz Financial LLC

$483.69M reported · 239 holdings listed · SEC ↗

Q1 2026
Apr 09 Shulman DeMeo Asset Management LLC

$470.90M reported · 140 holdings listed · SEC ↗

Q1 2026
Apr 09 Leverty Financial Group, LLC

$451.99M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 09 Cornerstone Wealth Advisors, Inc.

$434.28M reported · 49 holdings listed · SEC ↗

Q1 2026
Apr 09 Generali Investments, Management Co LLC

$429.90M reported · 162 holdings listed · SEC ↗

Q1 2026
Apr 09 Kelly Financial Group Llc

$397.65M reported · 100 holdings listed · SEC ↗

Q1 2026
Apr 09 TrueWealth Advisors, LLC

$397.55M reported · 233 holdings listed · SEC ↗

Q1 2026
Apr 09 Lpwm Llc

$396.34M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 09 Brown Wealth Management, Llc

$389.28M reported · 116 holdings listed · SEC ↗

Q1 2026
Apr 09 Butensky & Cohen Financial Security, Inc

$379.88M reported · 132 holdings listed · SEC ↗

Q1 2026
Apr 09 Vista Investment Partners Llc

$378.09M reported · 169 holdings listed · SEC ↗

Q1 2026
Apr 09 Keystone Financial Planning, Inc.

$374.37M reported · 40 holdings listed · SEC ↗

Q1 2026
Apr 09 Central Valley Advisors, Llc

$366.49M reported · 226 holdings listed · 5 other managers included · SEC ↗

Q1 2026
Apr 09 Elmwood Wealth Management, Inc.

$361.62M reported · 180 holdings listed · SEC ↗

Q1 2026
Apr 09 WealthCare Investment Partners, LLC

$360.41M reported · 191 holdings listed · SEC ↗

Q1 2026
Apr 09 OFS Enterprise LLC

$340.19M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 09 Veery Capital, LLC

$326.10M reported · 96 holdings listed · SEC ↗

Q1 2026
Apr 09 LifeGuide Financial Advisors, LLC

$312.73M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 09 Planned Solutions, Inc.

$305.57M reported · 139 holdings listed · SEC ↗

Q1 2026
Apr 09 DHJJ Financial Advisors, Ltd.

$301.75M reported · 1,081 holdings listed · SEC ↗

Q1 2026
Apr 09 Pacifica Partners Inc.

$301.20M reported · 474 holdings listed · SEC ↗

Q1 2026
Apr 09 Key Client Fiduciary Advisors, LLC

$294.19M reported · 216 holdings listed · SEC ↗

Q1 2026
Apr 09 Veracity Capital LLC

$279.92M reported · 201 holdings listed · SEC ↗

Q1 2026
Apr 09 Victrix Investment Advisors

$275.39M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 09 Firethorn Wealth Partners, Llc

$272.67M reported · 191 holdings listed · SEC ↗

Q1 2026
Apr 09 Sculati Wealth Management, LLC

$270.91M reported · 116 holdings listed · SEC ↗

Q1 2026
Apr 09 Choice Wealth Advisors LLC

$254.79M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 09 Wealth Quarterback LLC

$254.00M reported · 163 holdings listed · SEC ↗

Q1 2026
Apr 09 Selby Wealth Management, LLC

$253.87M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 09 Red Spruce Capital, LLC

$243.56M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 09 Wealth Advisors Northwest LLC

$238.43M reported · 57 holdings listed · SEC ↗

Q1 2026
Apr 09 FCG Investment Co

$228.10M reported · 100 holdings listed · SEC ↗

Q1 2026
Apr 09 Boit C F David

$225.31M reported · 119 holdings listed · SEC ↗

Q1 2026
Apr 09 Life Line Wealth Management Llc

$223.89M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 09 Meritas Wealth Management, LLC

$221.15M reported · 60 holdings listed · SEC ↗

Q1 2026
Apr 09 PFS Partners, LLC

$218.15M reported · 590 holdings listed · SEC ↗

Q1 2026
Apr 09 Rockingstone Advisors LLC

$217.96M reported · 113 holdings listed · SEC ↗

Q1 2026
Apr 09 Clarity Capital Advisors, LLC

$214.60M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 09 Epiq Partners, Llc

$214.05M reported · 83 holdings listed · SEC ↗

Q1 2026
Apr 09 Allodium Investment Consultants, LLC

$208.82M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 09 Aletheian Wealth Advisors LLC

$205.16M reported · 97 holdings listed · SEC ↗

Q1 2026
Apr 09 Olistico Wealth, LLC

$202.98M reported · 341 holdings listed · SEC ↗

Q1 2026
Apr 09 Constitution Capital LLC

$200.08M reported · 61 holdings listed · SEC ↗

Q1 2026
Apr 09 Point Windward Advisors Inc.

$199.63M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 09 Shearwater Capital LLC

$190.69M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 09 Ptm Wealth Management, Llc

$188.70M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 09 Baron Financial Group, LLC

$185.41M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 09 Meriwether Wealth & Planning, LLC

$182.56M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 09 Tilia Fiduciary Partners, Inc.

$181.99M reported · 115 holdings listed · SEC ↗

Q1 2026
Apr 09 Walnut Private Equity Partners, Llc

$181.33M reported · 14 holdings listed · SEC ↗

Q1 2026
Apr 09 Taylor & Morgan Wealth Management, LLC

$175.29M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 09 Ehrlich Financial Group

$174.02M reported · 112 holdings listed · SEC ↗

Q1 2026
Apr 09 Herbst Group, Llc

$161.91M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 09 Adirondack Capital Advisors, LLC

$155.68M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 09 Somnio Financial Group, LLC

$152.22M reported · 14 holdings listed · SEC ↗

Q1 2026
Apr 09 Silvia Mccoll Wealth Management, Llc

$151.86M reported · 119 holdings listed · SEC ↗

Q1 2026
Apr 09 Wincap Financial Llc

$150.27M reported · 87 holdings listed · SEC ↗

Q1 2026
Apr 09 VERITY Wealth Advisors

$149.74M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 09 Crocodile Capital Partners GmbH

$139.76M reported · 12 holdings listed · SEC ↗

Q1 2026
Apr 09 Safir Wealth Advisors, LLC

$138.26M reported · 19 holdings listed · SEC ↗

Q1 2026
Apr 09 Camelot Technology Advisors, Inc.

$137.93M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 09 Dorato Capital Management

$135.47M reported · 254 holdings listed · SEC ↗

Q1 2026
Apr 09 Platt Investment Counsel, LLC

$129.89M reported · 13 holdings listed · SEC ↗

Q1 2026
Apr 09 Stewardship Concepts Financial Services Llc

$127.63M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 09 ASL Financial, LLC

$125.16M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 09 Freestate Advisors LLC

$125.06M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 09 Mfg Wealth Management, Inc.

$120.59M reported · 61 holdings listed · SEC ↗

Q1 2026
Apr 09 American National Bank of Texas

$104.94M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 09 Pacific Capital Partners Ltd

$101.35M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 09 Asset Value Investors Ltd

$99.60M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 09 Yanni & Associates Investment Advisors, LLC

$96.46M reported · 34 holdings listed · SEC ↗

Q1 2026
Apr 09 General Motors Holdings LLC

$90.50M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 09 Towarzystwo Funduszy Inwestycyjnych Allianz Polska…

$56.17M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 09 Arlington Partners LLC

$50.10M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 09 New York University

$3.17M reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 09 Turner Capital Investments, LLC

$420,684 reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 09 Tealwood Asset Management Inc

$219,782 reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 09 Lakehouse Capital Pty Ltd

$148,249 reported · 13 holdings listed · SEC ↗

Q1 2026
Apr 09 Cutter & CO Brokerage, Inc.

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

Q1 2026
Apr 09 HSBC Global Asset Management (USA) Inc.

value not stated on cover page · SEC ↗

Q1 2026
Apr 09 Tompkins Community Bank

value not stated on cover page · SEC ↗

Q1 2026
Apr 09 Baxter Credit Union

value not stated on cover page · SEC ↗

Q1 2026
Apr 09 HSBC Global Asset Management(Taiwan)Limited

value not stated on cover page · SEC ↗

Q1 2026
Apr 08 Wealth Enhancement Advisory Services, Llc

$49.10B reported · 3,722 holdings listed · largest holding: IVV · +276 new · −325 exits · analysis · SEC ↗

Q1 2026
← Previous Page 103 / 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