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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 10,301–10,400 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 08 Composition Wealth, LLC

$7.29B reported · 891 holdings listed · SEC ↗

Q1 2026
Apr 08 Catterton Management Company, L.L.C.

$3.61B reported · 3 holdings listed · SEC ↗

Q1 2026
Apr 08 NorthCrest Asset Manangement, LLC

$3.21B reported · 766 holdings listed · SEC ↗

Q1 2026
Apr 08 Dynamic Advisor Solutions LLC

$3.17B reported · 963 holdings listed · SEC ↗

Q1 2026
Apr 08 Sax Wealth Advisors, Llc

$2.06B reported · 482 holdings listed · SEC ↗

Q1 2026
Apr 08 Evanson Asset Management, LLC

$1.86B reported · 321 holdings listed · SEC ↗

Q1 2026
Apr 08 Stephens Group Asset Management, Llc

$1.57B reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 08 Avity Investment Management Inc.

$1.37B reported · 114 holdings listed · SEC ↗

Q1 2026
Apr 08 First Heartland Consultants, Inc.

$1.31B reported · 523 holdings listed · SEC ↗

Q1 2026
Apr 08 RVW Wealth, LLC

$1.28B reported · 176 holdings listed · SEC ↗

Q1 2026
Apr 08 Stonebridge Financial Group, LLC

$1.22B reported · 262 holdings listed · SEC ↗

Q1 2026
Apr 08 Arlington Trust Co LLC

$1.13B reported · 844 holdings listed · SEC ↗

Q1 2026
Apr 08 Woodstock Corp

$1.12B reported · 156 holdings listed · SEC ↗

Q1 2026
Apr 08 Canandaigua National Corp

$1.12B reported · 310 holdings listed · SEC ↗

Q1 2026
Apr 08 KWB Wealth

$1.01B reported · 166 holdings listed · SEC ↗

Q1 2026
Apr 08 JGP Wealth Management, LLC

$961.35M reported · 223 holdings listed · SEC ↗

Q1 2026
Apr 08 Graves Light Lenhart Wealth, Inc.

$961.06M reported · 197 holdings listed · SEC ↗

Q1 2026
Apr 08 DiNuzzo Private Wealth, Inc.

$928.12M reported · 1,349 holdings listed · SEC ↗

Q1 2026
Apr 08 Amanah Holdings Trust

$908.24M reported · 20 holdings listed · SEC ↗

Q1 2026
Apr 08 Quantum Financial Advisors, LLC

$891.38M reported · 231 holdings listed · SEC ↗

Q1 2026
Apr 08 Grove Bank & Trust

$884.38M reported · 1,007 holdings listed · SEC ↗

Q1 2026
Apr 08 Violich Capital Management, Inc.

$855.45M reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 08 Wealth Enhancement Trust Services, Inc.

$826.48M reported · 1,109 holdings listed · SEC ↗

Q1 2026
Apr 08 Parkside Investments, LLC

$823.12M reported · 98 holdings listed · SEC ↗

Q1 2026
Apr 08 Pathway Financial Advisors LLC

$808.29M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 08 Inspirion Wealth Advisors, Llc

$803.17M reported · 181 holdings listed · SEC ↗

Q1 2026
Apr 08 Central Pacific Bank - Trust Division

$783.64M reported · 970 holdings listed · SEC ↗

Q1 2026
Apr 08 Cardinal Capital Management

$775.63M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 08 Thompson Investment Management, Inc.

$773.48M reported · 501 holdings listed · SEC ↗

Q1 2026
Apr 08 Eclectic Associates Inc /Adv

$753.20M reported · 159 holdings listed · SEC ↗

Q1 2026
Apr 08 Capital Advisors Wealth Management, LLC

$744.92M reported · 219 holdings listed · SEC ↗

Q1 2026
Apr 08 Abacus Planning Group, Inc.

$742.89M reported · 264 holdings listed · SEC ↗

Q1 2026
Apr 08 Sharkey, Howes & Javer

$742.33M reported · 153 holdings listed · SEC ↗

Q1 2026
Apr 08 Lineweaver Wealth Advisors, LLC

$741.55M reported · 168 holdings listed · SEC ↗

Q1 2026
Apr 08 Mirador Capital Partners LP

$706.44M reported · 205 holdings listed · SEC ↗

Q1 2026
Apr 08 Oliver Luxxe Assets LLC

$667.86M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 08 Gilman Hill Asset Management, LLC

$662.54M reported · 225 holdings listed · SEC ↗

Q1 2026
Apr 08 Dudley & Shanley, Inc.

$611.24M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 08 Orrstown Financial Services Inc

$597.48M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 08 West Financial Advisors, LLC

$589.12M reported · 193 holdings listed · SEC ↗

Q1 2026
Apr 08 Leonard Rickey Investment Advisors P.L.L.C.

$577.87M reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 08 Community Financial Services Group, LLC

$568.20M reported · 598 holdings listed · SEC ↗

Q1 2026
Apr 08 Tlwm

$555.16M reported · 69 holdings listed · SEC ↗

Q1 2026
Apr 08 Lynch & Associates/In

$532.58M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 08 Spinnaker Investment Group, LLC

$490.95M reported · 147 holdings listed · SEC ↗

Q1 2026
Apr 08 Castle Rock Wealth Management, LLC

$461.90M reported · 262 holdings listed · SEC ↗

Q1 2026
Apr 08 Abacus FCF Advisors LLC

$444.32M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 08 Fermata Advisors, LLC

$444.11M reported · 232 holdings listed · SEC ↗

Q1 2026
Apr 08 Doliver Advisors, Lp

$439.92M reported · 180 holdings listed · SEC ↗

Q1 2026
Apr 08 Whitcomb & Hess, Inc.

$428.76M reported · 64 holdings listed · SEC ↗

Q1 2026
Apr 08 Parisi Gray Wealth Management

$419.75M reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 08 Bill Few Associates, Inc.

$417.49M reported · 212 holdings listed · SEC ↗

Q1 2026
Apr 08 Legacy Wealth Asset Management, LLC

$410.98M reported · 374 holdings listed · SEC ↗

Q1 2026
Apr 08 RDA Financial Network

$399.63M reported · 273 holdings listed · SEC ↗

Q1 2026
Apr 08 Roberts Wealth Advisors, LLC

$393.91M reported · 110 holdings listed · SEC ↗

Q1 2026
Apr 08 Eldred Rock Partners, LLC

$392.95M reported · 31 holdings listed · SEC ↗

Q1 2026
Apr 08 Boltwood Capital Management

$392.07M reported · 184 holdings listed · SEC ↗

Q1 2026
Apr 08 BOS Asset Management, LLC

$391.52M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 08 Cadent Capital Advisors, LLC

$386.50M reported · 201 holdings listed · 3 other managers included · SEC ↗

Q1 2026
Apr 08 Accel Wealth Management

$383.36M reported · 290 holdings listed · SEC ↗

Q1 2026
Apr 08 Ccg Wealth Management, Llc

$368.89M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 08 Bond & Devick Financial Network, Inc.

$358.37M reported · 188 holdings listed · SEC ↗

Q1 2026
Apr 08 Pioneer Wealth Management Group

$356.53M reported · 50 holdings listed · SEC ↗

Q1 2026
Apr 08 Sandbox Financial Partners, LLC

$355.62M reported · 117 holdings listed · SEC ↗

Q1 2026
Apr 08 Presidio Capital Management, LLC

$344.35M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 08 Brady Family Wealth, Llc

$320.64M reported · 110 holdings listed · SEC ↗

Q1 2026
Apr 08 Pines Wealth Management, LLC

$308.95M reported · 215 holdings listed · SEC ↗

Q1 2026
Apr 08 Cambridge Financial Group, LLC

$295.45M reported · 168 holdings listed · SEC ↗

Q1 2026
Apr 08 Sharper & Granite LLC

$292.72M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 08 Warner Financial, Inc

$291.59M reported · 135 holdings listed · SEC ↗

Q1 2026
Apr 08 Mma Asset Management Llc

$284.08M reported · 179 holdings listed · SEC ↗

Q1 2026
Apr 08 Wealthspan Partners, Llc

$283.79M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 08 Northstar Advisory Group, LLC

$268.59M reported · 113 holdings listed · SEC ↗

Q1 2026
Apr 08 IMZ Advisory Inc

$264.43M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 08 AAFMAA Wealth Management & Trust LLC

$257.78M reported · 135 holdings listed · SEC ↗

Q1 2026
Apr 08 Shore Point Advisors, LLC

$253.21M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 08 Towerpoint Wealth, LLC

$247.79M reported · 93 holdings listed · SEC ↗

Q1 2026
Apr 08 Melone Private Wealth, LLC

$244.83M reported · 60 holdings listed · SEC ↗

Q1 2026
Apr 08 McNaughton Wealth Management, LLC

$241.80M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 08 Dover Advisors, Llc

$241.73M reported · 159 holdings listed · SEC ↗

Q1 2026
Apr 08 Mb, Levis & Associates, Llc

$239.68M reported · 234 holdings listed · SEC ↗

Q1 2026
Apr 08 Myecfo, Llc

$239.00M reported · 66 holdings listed · SEC ↗

Q1 2026
Apr 08 JBR Co Financial Management Inc

$238.86M reported · 120 holdings listed · SEC ↗

Q1 2026
Apr 08 Archer Investment Management, LLC

$237.72M reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 08 StoneCrest Wealth Management, Inc.

$236.39M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 08 Clarus Wealth Advisors

$234.55M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 08 Eastover Investment Advisors LLC

$233.40M reported · 50 holdings listed · SEC ↗

Q1 2026
Apr 08 Lakeridge Wealth Management LLC

$232.59M reported · 169 holdings listed · SEC ↗

Q1 2026
Apr 08 Aurelius Family Office LLC

$229.96M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 08 Heritage Family Offices, LLP

$225.49M reported · 196 holdings listed · SEC ↗

Q1 2026
Apr 08 E Fund Management (Hong Kong) Co., Ltd.

$219.85M reported · 491 holdings listed · SEC ↗

Q1 2026
Apr 08 Hardin Capital Partners, LLC

$215.51M reported · 140 holdings listed · SEC ↗

Q1 2026
Apr 08 Werlinich Asset Management, LLC

$206.17M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 08 FOCUS Wealth Advisors, LLC

$204.63M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 08 Birchbrook, Inc.

$203.94M reported · 291 holdings listed · SEC ↗

Q1 2026
Apr 08 Ausbil Investment Management Ltd

$201.00M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 08 Prospera Capital Management, LLC

$199.29M reported · 45 holdings listed · SEC ↗

Q1 2026
Apr 08 Holos Integrated Wealth LLC

$197.63M reported · 412 holdings listed · SEC ↗

Q1 2026
Apr 08 David J Yvars Group

$178.91M reported · 92 holdings listed · SEC ↗

Q1 2026
Apr 08 Wealth Science Advisors LLC

$177.73M reported · 203 holdings listed · SEC ↗

Q1 2026
← Previous Page 104 / 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