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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 10,201–10,300 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 13 Gouws Capital LLC

$214.95M reported · 55 holdings listed · SEC ↗

Q2 2026
Jul 13 Broadway Wealth Solutions, Inc.

$214.09M reported · 92 holdings listed · SEC ↗

Q2 2026
Jul 13 Merrion Investment Management Co, LLC

$211.29M reported · 106 holdings listed · SEC ↗

Q2 2026
Jul 13 First City Capital Management, Inc.

$205.51M reported · 164 holdings listed · SEC ↗

Q2 2026
Jul 13 Guardian Wealth Management, Inc.

$203.52M reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 13 Optivise Advisory Services LLC

$196.99M reported · 228 holdings listed · SEC ↗

Q2 2026
Jul 13 Echo45 Advisors LLC

$193.60M reported · 78 holdings listed · SEC ↗

Q2 2026
Jul 13 Ables, Iannone, Moore & Associates, Inc.

$187.67M reported · 62 holdings listed · SEC ↗

Q2 2026
Jul 13 McAlister, Sweet & Associates, Inc.

$187.11M reported · 41 holdings listed · SEC ↗

Q2 2026
Jul 13 Nova Wealth Management, Inc.

$181.16M reported · 570 holdings listed · SEC ↗

Q2 2026
Jul 13 One Wealth Management Investment & Advisory… 2 reports combined

$178.28M reported · 105 holdings listed · SEC ↗

Jul 13–Jul 13
Jul 13 Holcombe Financial, Inc.

$177.14M reported · 51 holdings listed · SEC ↗

Q2 2026
Jul 13 Park Capital Management, LLC / WI

$169.85M reported · 161 holdings listed · SEC ↗

Q2 2026
Jul 13 Tailwinds Wealth, LLC

$169.28M reported · 89 holdings listed · SEC ↗

Q2 2026
Jul 13 North Dallas Bank & Trust Co

$168.69M reported · 202 holdings listed · SEC ↗

Q2 2026
Jul 13 Silvia Mccoll Wealth Management, Llc

$166.22M reported · 122 holdings listed · SEC ↗

Q2 2026
Jul 13 LDIC Inc.

$159.67M reported · 25 holdings listed · SEC ↗

Q2 2026
Jul 13 Neumann Capital Management, LLC

$151.18M reported · 58 holdings listed · SEC ↗

Q2 2026
Jul 13 Hamilton Lane Advisors Llc

$148.59M reported · 14 holdings listed · SEC ↗

Q2 2026
Jul 13 Lawood & Co

$147.65M reported · 161 holdings listed · SEC ↗

Q2 2026
Jul 13 Dorato Capital Management

$147.46M reported · 254 holdings listed · SEC ↗

Q2 2026
Jul 13 Gilbert Capital Group, Inc.

$142.76M reported · 56 holdings listed · SEC ↗

Q2 2026
Jul 13 HBE Wealth Management, LLC

$139.23M reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 13 Asempa Wealth Advisors

$134.07M reported · 125 holdings listed · SEC ↗

Q2 2026
Jul 13 Eagle Wealth Advisors LLC

$131.06M reported · 100 holdings listed · SEC ↗

Q2 2026
Jul 13 R.H. Dinel Investment Counsel, Inc.

$130.20M reported · 40 holdings listed · SEC ↗

Q2 2026
Jul 13 APS Management Group, Inc.

$130.11M reported · 77 holdings listed · SEC ↗

Q2 2026
Jul 13 Kennebec Savings Bank

$124.60M reported · 284 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 13 21 West Wealth Management LLC

$117.05M reported · 65 holdings listed · SEC ↗

Q2 2026
Jul 13 Kilner Capital Advisors, LLC

$116.71M reported · 18 holdings listed · SEC ↗

Q2 2026
Jul 13 V. M. Manning & Co., Inc.

$116.66M reported · 53 holdings listed · SEC ↗

Q2 2026
Jul 13 Decision Investments, Inc

$109.85M reported · 149 holdings listed · SEC ↗

Q2 2026
Jul 13 Plus Group Wealth Advisors LLC

$106.33M reported · 48 holdings listed · SEC ↗

Q2 2026
Jul 13 Strategic Financial Group, LLC

$104.37M reported · 19 holdings listed · SEC ↗

Q2 2026
Jul 13 Shelter Rock Management, LLC

$103.12M reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 13 University of Cambridge Investment Management Ltd

$93.89M reported · 1 holdings listed · SEC ↗

Q2 2026
Jul 13 Holland Advisory Services, Inc.

$90.54M reported · 49 holdings listed · SEC ↗

Q2 2026
Jul 13 Breachway Investments LLC

$66.40M reported · 74 holdings listed · SEC ↗

Q2 2026
Jul 13 REX Advisers, LLC

$44.28M reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 13 Nippon Life Insurance Co

$6.04M reported · 5 holdings listed · SEC ↗

Q2 2026
Jul 13 Baskin Financial Services Inc.

$1.27M reported · 54 holdings listed · SEC ↗

Q2 2026
Jul 13 Sentinel Trust Co Lba

$1.13M reported · 136 holdings listed · SEC ↗

Q2 2026
Jul 13 Ayalon Insurance Comp Ltd.

$814,954 reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 13 Eagle Capital Management, LLC

$292,907 reported · 50 holdings listed · SEC ↗

Q2 2026
Jul 13 Lancaster Investment Management

$165,411 reported · 10 holdings listed · SEC ↗

Q2 2026
Jul 13 Cisco Systems International B.V.

value not stated on cover page · SEC ↗

Q2 2026
Jul 13 Barwick & Partners, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Jul 13 Swedbank investiciju valdymas, UAB

value not stated on cover page · SEC ↗

Q2 2026
Jul 13 Owners Insurance Co

value not stated on cover page · SEC ↗

Q2 2026
Jul 13 London LGPS CIV Ltd

value not stated on cover page · SEC ↗

Q2 2026
Jul 13 Sumnicht & Associates, LLC

value not stated on cover page · SEC ↗

Q2 2026
Jul 13 Bishop Street Capital Management Corp

value not stated on cover page · SEC ↗

Q2 2026
Jul 13 Home-Owners Insurance Co

value not stated on cover page · SEC ↗

Q2 2026
Jul 13 Burgundy Asset Management Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Jul 10 Wasatch Advisors Lp

$15.28B reported · 219 holdings listed · SEC ↗

Q2 2026
Jul 10 Wedge Capital Management L L P/Nc

$6.06B reported · 484 holdings listed · SEC ↗

Q2 2026
Jul 10 Japan Post Holdings Co., Ltd.

$5.97B reported · 1 holdings listed · SEC ↗

Q2 2026
Jul 10 Annex Advisory Services, LLC

$5.86B reported · 356 holdings listed · SEC ↗

Q2 2026
Jul 10 E. Ohman J:or Asset Management AB

$4.30B reported · 465 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 10 Cardinal Capital Management, Inc.

$4.13B reported · 71 holdings listed · SEC ↗

Q2 2026
Jul 10 Hyperion Asset Management Ltd

$3.77B reported · 20 holdings listed · SEC ↗

Q2 2026
Jul 10 Tema Etfs Llc

$3.09B reported · 583 holdings listed · SEC ↗

Q2 2026
Jul 10 Ocean Park Asset Management, LLC

$2.08B reported · 81 holdings listed · SEC ↗

Q2 2026
Jul 10 Jfs Wealth Advisors, Llc

$2.01B reported · 2,257 holdings listed · SEC ↗

Q2 2026
Jul 10 Trinity Street Asset Management LLP

$1.94B reported · 23 holdings listed · SEC ↗

Q2 2026
Jul 10 Charles Schwab Trust Co

$1.79B reported · 171 holdings listed · SEC ↗

Q2 2026
Jul 10 Heck Capital Advisors, LLC

$1.67B reported · 214 holdings listed · SEC ↗

Q2 2026
Jul 10 Northside Capital Management, LLC

$1.22B reported · 187 holdings listed · SEC ↗

Q2 2026
Jul 10 KWB Wealth

$1.17B reported · 169 holdings listed · SEC ↗

Q2 2026
Jul 10 Trust Co

$1.11B reported · 908 holdings listed · SEC ↗

Q2 2026
Jul 10 Insight Wealth Strategies, LLC

$1.02B reported · 182 holdings listed · SEC ↗

Q2 2026
Jul 10 DiNuzzo Private Wealth, Inc.

$1.01B reported · 1,351 holdings listed · SEC ↗

Q2 2026
Jul 10 FORM Wealth Advisors, LLC

$909.31M reported · 61 holdings listed · SEC ↗

Q2 2026
Jul 10 City Holding Co

$884.45M reported · 625 holdings listed · SEC ↗

Q2 2026
Jul 10 Fiduciary Financial Group, Llc

$882.39M reported · 373 holdings listed · SEC ↗

Q2 2026
Jul 10 Northcape Capital Pty Ltd

$741.77M reported · 8 holdings listed · SEC ↗

Q2 2026
Jul 10 Canvas Wealth Advisors, LLC

$716.87M reported · 251 holdings listed · SEC ↗

Q2 2026
Jul 10 Orrstown Financial Services Inc

$673.66M reported · 124 holdings listed · SEC ↗

Q2 2026
Jul 10 GenWealth Group, Inc.

$641.84M reported · 89 holdings listed · SEC ↗

Q2 2026
Jul 10 Scott Capital Advisors, LLC

$638.51M reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 10 Spinnaker Investment Group, LLC

$624.08M reported · 179 holdings listed · SEC ↗

Q2 2026
Jul 10 ALM First Financial Advisors, LLC

$593.62M reported · 22 holdings listed · SEC ↗

Q2 2026
Jul 10 Investors Research Corp

$558.78M reported · 805 holdings listed · SEC ↗

Q2 2026
Jul 10 Dagco, Inc.

$541.06M reported · 117 holdings listed · SEC ↗

Q2 2026
Jul 10 Regent Peak Wealth Advisors LLC

$540.13M reported · 221 holdings listed · SEC ↗

Q2 2026
Jul 10 Ballast, Inc.

$530.23M reported · 156 holdings listed · SEC ↗

Q2 2026
Jul 10 Wealth Group Ltd

$522.54M reported · 95 holdings listed · SEC ↗

Q2 2026
Jul 10 Leverty Financial Group, LLC

$514.14M reported · 49 holdings listed · SEC ↗

Q2 2026
Jul 10 Abound Wealth Management

$503.86M reported · 1,361 holdings listed · SEC ↗

Q2 2026
Jul 10 Whitener Capital Management, Inc.

$472.15M reported · 184 holdings listed · SEC ↗

Q2 2026
Jul 10 Diversified Management Inc

$468.08M reported · 171 holdings listed · SEC ↗

Q2 2026
Jul 10 Generali Investments, Management Co LLC

$460.34M reported · 164 holdings listed · SEC ↗

Q2 2026
Jul 10 Accel Wealth Management

$444.38M reported · 305 holdings listed · SEC ↗

Q2 2026
Jul 10 Doliver Advisors, Lp

$441.94M reported · 191 holdings listed · SEC ↗

Q2 2026
Jul 10 Prosperity Planning, Inc.

$436.30M reported · 117 holdings listed · SEC ↗

Q2 2026
Jul 10 West Branch Capital LLC

$430.26M reported · 355 holdings listed · SEC ↗

Q2 2026
Jul 10 Oldfield Partners LLP

$414.83M reported · 18 holdings listed · SEC ↗

Q2 2026
Jul 10 Butensky & Cohen Financial Security, Inc

$404.26M reported · 135 holdings listed · SEC ↗

Q2 2026
Jul 10 Hudson Value Partners, LLC

$398.50M reported · 113 holdings listed · SEC ↗

Q2 2026
Jul 10 Rise Advisors, LLC

$355.35M reported · 103 holdings listed · SEC ↗

Q2 2026
← Previous Page 103 / 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