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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
MDA MDA Space Ltd +64 +64 65
RNA +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 10,949 individual filing documents

Apr 13 Novem Group

13F-HR · $873.13M reported · 920 holdings listed · 6 other managers included · SEC ↗

Q1 2026
Apr 13 Total Investment Management Inc

13F-HR · $857.80M reported · 89 holdings listed · SEC ↗

Q1 2026
Apr 13 FORM Wealth Advisors, LLC

13F-HR · $853.59M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 13 Fractal Investments LLC

13F-HR · $845.02M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 13 Financial Partners Group, Inc

13F-HR · $835.91M reported · 227 holdings listed · SEC ↗

Q1 2026
Apr 13 Oak Root LLC

13F-HR · $820.05M reported · 10 holdings listed · SEC ↗

Q1 2026
Apr 13 RTD Financial Advisors, Inc.

13F-HR · $813.72M reported · 114 holdings listed · SEC ↗

Q1 2026
Apr 13 Lake Street Private Wealth, Llc

13F-HR · $785.43M reported · 270 holdings listed · SEC ↗

Q1 2026
Apr 13 High Probability Advisors, LLC

13F-HR · $781.39M reported · 67 holdings listed · SEC ↗

Q1 2026
Apr 13 LexAurum Advisors, LLC

13F-HR · $771.15M reported · 400 holdings listed · SEC ↗

Q1 2026
Apr 13 Revolve Wealth Partners, LLC

13F-HR · $769.86M reported · 230 holdings listed · SEC ↗

Q1 2026
Apr 13 Capital Advantage, Inc.

13F-HR · $764.98M reported · 145 holdings listed · SEC ↗

Q1 2026
Apr 13 Fiduciary Financial Group, Llc

13F-HR · $754.15M reported · 345 holdings listed · SEC ↗

Q1 2026
Apr 13 Enclave Advisors LLC

13F-HR · $729.45M reported · 132 holdings listed · SEC ↗

Q1 2026
Apr 13 Financial Advisory Corp

13F-HR · $719.77M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 13 Arkansas Financial Group, Inc.

13F-HR · $717.04M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 13 First Hawaiian Bank

13F-HR · $715.03M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 13 Affinity Capital Advisors, LLC

13F-HR · $713.15M reported · 181 holdings listed · SEC ↗

Q1 2026
Apr 13 Lee Financial Co

13F-HR · $708.78M reported · 211 holdings listed · 3 other managers included · SEC ↗

Q1 2026
Apr 13 Allen Mooney & Barnes Investment Advisors LLC

13F-HR · $695.30M reported · 159 holdings listed · SEC ↗

Q1 2026
Apr 13 Advocate Group Llc

13F-HR · $639.36M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 13 Market Street Wealth Management Advisors Llc

13F-HR · $634.30M reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 13 Marshall Financial Group, LLC

13F-HR · $624.56M reported · 293 holdings listed · SEC ↗

Q1 2026
Apr 13 Perennial Advisors, LLC

13F-HR · $587.25M reported · 124 holdings listed · SEC ↗

Q1 2026
Apr 13 CMH Wealth Management LLC

13F-HR · $582.54M reported · 113 holdings listed · SEC ↗

Q1 2026
Apr 13 Gibraltar Capital Management, Inc.

13F-HR · $580.62M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 13 Bourgeon Capital Management Llc

13F-HR · $577.91M reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 13 Conrad Siegel Investment Advisors, Inc.

13F-HR · $554.05M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 13 Sunburst Financial Group, LLC

13F-HR/A · $542.93M reported · 132 holdings listed · SEC ↗

Q1 2026
Apr 13 Pettinga Financial Advisors LLC

13F-HR · $531.19M reported · 163 holdings listed · SEC ↗

Q1 2026
Apr 13 GoalVest Advisory LLC

13F-HR · $511.98M reported · 445 holdings listed · SEC ↗

Q1 2026
Apr 13 Professional Financial Advisors, LLC

13F-HR · $491.13M reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 13 Jackson Square Capital, Llc

13F-HR · $476.96M reported · 129 holdings listed · SEC ↗

Q1 2026
Apr 13 Newman Dignan & Sheerar, Inc.

13F-HR · $475.05M reported · 192 holdings listed · SEC ↗

Q1 2026
Apr 13 Voisard Asset Management Group, Inc.

13F-HR · $468.77M reported · 104 holdings listed · SEC ↗

Q1 2026
Apr 13 Cypress Point Wealth Management, LLC

13F-HR · $464.27M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 13 Wiser Wealth Management, Inc

13F-HR · $463.74M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 13 Richard P Slaughter Associates Inc

13F-HR · $462.67M reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 13 Augustine Asset Management Inc

13F-HR · $444.12M reported · 112 holdings listed · SEC ↗

Q1 2026
Apr 13 Centurion Wealth Management LLC

13F-HR · $443.84M reported · 316 holdings listed · SEC ↗

Q1 2026
Apr 13 Bank of New Hampshire

13F-HR · $437.23M reported · 542 holdings listed · SEC ↗

Q1 2026
Apr 13 Integris Wealth Management, LLC

13F-HR · $435.09M reported · 124 holdings listed · SEC ↗

Q1 2026
Apr 13 Plan Group Financial, LLC

13F-HR · $426.26M reported · 232 holdings listed · SEC ↗

Q1 2026
Apr 13 Kelly Financial Services LLC

13F-HR · $413.89M reported · 128 holdings listed · SEC ↗

Q1 2026
Apr 13 Parkwoods Wealth Partners, LLC

13F-HR · $407.93M reported · 115 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 13 Hudson Capital Management LLC

13F-HR · $386.95M reported · 75 holdings listed · SEC ↗

Q1 2026
Apr 13 Cerro Pacific Wealth Advisors LLC

13F-HR · $381.22M reported · 159 holdings listed · SEC ↗

Q1 2026
Apr 13 True Wealth Design, LLC

13F-HR · $360.43M reported · 2,699 holdings listed · SEC ↗

Q1 2026
Apr 13 Bnc Wealth Management, Llc

13F-HR · $360.36M reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 13 Gill Capital Partners, Llc

13F-HR · $347.61M reported · 701 holdings listed · SEC ↗

Q1 2026
Apr 13 Neumann Capital Management, LLC

13F-HR · $339.55M reported · 102 holdings listed · SEC ↗

Q1 2026
Apr 13 CJM Wealth Advisers, Ltd.

13F-HR · $328.31M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 13 JCIC Asset Management Inc.

13F-HR · $326.49M reported · 113 holdings listed · SEC ↗

Q1 2026
Apr 13 Reston Wealth Management Llc

13F-HR · $326.44M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 13 ONE Advisory Partners, LLC

13F-HR · $324.44M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 13 Defender Capital, LLC.

13F-HR · $281.92M reported · 34 holdings listed · SEC ↗

Q1 2026
Apr 13 FWG Holdings, LLC

13F-HR · $264.59M reported · 125 holdings listed · SEC ↗

Q1 2026
Apr 13 TL Private Wealth

13F-HR · $253.39M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 13 5T Wealth, LLC

13F-HR · $253.05M reported · 129 holdings listed · SEC ↗

Q1 2026
Apr 13 Shira Ridge Wealth Management

13F-HR · $252.73M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 13 Buska Wealth Management, LLC

13F-HR · $248.93M reported · 74 holdings listed · SEC ↗

Q1 2026
Apr 13 Cordant, Inc.

13F-HR · $246.36M reported · 75 holdings listed · SEC ↗

Q1 2026
Apr 13 Physician Wealth Solutions Inc.

13F-HR · $241.56M reported · 45 holdings listed · SEC ↗

Q1 2026
Apr 13 Bay Rivers Group

13F-HR · $240.05M reported · 109 holdings listed · SEC ↗

Q1 2026
Apr 13 TradeWell Securities, LLC.

13F-HR · $237.23M reported · 50 holdings listed · SEC ↗

Q1 2026
Apr 13 Armstrong, Fleming & Moore, Inc

13F-HR · $235.59M reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 13 Chris Bulman Inc

13F-HR · $228.30M reported · 150 holdings listed · SEC ↗

Q1 2026
Apr 13 Ironwood Wealth Management, Inc.

13F-HR · $223.17M reported · 31 holdings listed · SEC ↗

Q1 2026
Apr 13 Sound Stewardship, LLC

13F-HR · $218.27M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 13 Mitchell Sinkler & Starr/Pa

13F-HR · $216.62M reported · 143 holdings listed · SEC ↗

Q1 2026
Apr 13 Mader & Shannon Wealth Management, Inc.

13F-HR · $216.07M reported · 20 holdings listed · SEC ↗

Q1 2026
Apr 13 PKO BP BANKOWY Universal Pension Society JSC

13F-HR · $213.89M reported · 13 holdings listed · SEC ↗

Q1 2026
Apr 13 Arwa Llc

13F-HR · $201.83M reported · 149 holdings listed · SEC ↗

Q1 2026
Apr 13 Spring Capital Management, Llc

13F-HR · $197.76M reported · 49 holdings listed · SEC ↗

Q1 2026
Apr 13 Wynn Capital, LLC

13F-HR · $194.70M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 13 Clayton Financial Group LLC

13F-HR · $194.67M reported · 630 holdings listed · SEC ↗

Q1 2026
Apr 13 OMNI 360 Wealth, Inc.

13F-HR · $193.82M reported · 125 holdings listed · SEC ↗

Q1 2026
Apr 13 Ayrshire Capital Management LLC

13F-HR · $193.30M reported · 50 holdings listed · SEC ↗

Q1 2026
Apr 13 Client First Investment Management LLC

13F-HR · $192.37M reported · 16 holdings listed · SEC ↗

Q1 2026
Apr 13 Harrington Investments, INC

13F-HR · $190.03M reported · 84 holdings listed · SEC ↗

Q1 2026
Apr 13 Whalen Wealth Management Inc.

13F-HR · $186.66M reported · 174 holdings listed · SEC ↗

Q1 2026
Apr 13 Catalyst Private Wealth, Llc

13F-HR · $184.62M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 13 Successful Portfolios LLC

13F-HR · $181.42M reported · 188 holdings listed · SEC ↗

Q1 2026
Apr 13 Wolff Wiese Magana Llc

13F-HR · $181.23M reported · 983 holdings listed · SEC ↗

Q1 2026
Apr 13 BFI Infinity Ltd.

13F-HR · $178.32M reported · 61 holdings listed · SEC ↗

Q1 2026
Apr 13 Ledgewood Wealth Advisors, LLC

13F-HR · $177.68M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 13 Stephens Group, LLC

13F-HR · $171.51M reported · 4 holdings listed · SEC ↗

Q1 2026
Apr 13 Cascade Investment Advisors, Inc.

13F-HR · $168.91M reported · 116 holdings listed · SEC ↗

Q1 2026
Apr 13 Farrell Financial LLC

13F-HR · $167.37M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 13 White Wing Wealth Management

13F-HR · $166.61M reported · 37 holdings listed · SEC ↗

Q1 2026
Apr 13 AdviceOne Advisory Services, LLC

13F-HR · $165.24M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 13 Gridiron Partners, LLC

13F-HR · $163.67M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 13 Invariant Investment Management

13F-HR · $162.44M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 13 Sterling Manor Financial, LLC

13F-HR · $159.89M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 13 Accelerate Investment Advisors LLC

13F-HR · $149.71M reported · 133 holdings listed · SEC ↗

Q1 2026
Apr 13 Bannerman Wealth Management Group, Llc

13F-HR · $148.40M reported · 32 holdings listed · SEC ↗

Q1 2026
Apr 13 Clark & Stuart, Inc

13F-HR · $148.40M reported · 49 holdings listed · SEC ↗

Q1 2026
Apr 13 Bank & Trust Co

13F-HR · $148.39M reported · 304 holdings listed · SEC ↗

Q1 2026
Apr 13 Integrated Financial Solutions, Inc.

13F-HR · $144.06M reported · 32 holdings listed · SEC ↗

Q1 2026
Apr 13 Nvest Wealth Strategies, Inc.

13F-HR · $142.86M reported · 439 holdings listed · 1 other managers included · SEC ↗

Q1 2026
← Previous Page 104 / 110 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