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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
8,56813F-HR reports
$60.40TΣ reported value
4.03MHoldings listedall filers · Q2 2025
266Amendments
1,839Notice filings
Jul 01First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 8,568 of 8,568 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,568 reports filed Jul 01 to May 29; busiest day Aug 14 with 1,7514909801,4701,961Jul 01: 18 reportsJul 02: 21 reportsJul 03: 19 reportsJul 07: 93 reportsJul 08: 123 reportsJul 09: 167 reportsJul 10: 132 reportsJul 11: 136 reportsJul 14: 132 reportsJul 15: 203 reportsJul 16: 182 reportsJul 17: 221 reportsJul 18: 149 reportsJul 21: 184 reportsJul 22: 207 reportsJul 23: 222 reportsJul 24: 167 reportsJul 25: 171 reportsJul 28: 140 reportsJul 29: 223 reportsJul 30: 197 reportsJul 31: 205 reportsAug 01: 258 reportsAug 04: 161 reportsAug 05: 252 reportsAug 06: 246 reportsAug 07: 270 reportsAug 08: 294 reportsAug 11: 345 reportsAug 12: 532 reportsAug 13: 736 reportsAug 14: 1,751 reportsAug 15: 125 reportsAug 18: 34 reportsAug 19: 21 reportsAug 20: 8 reportsAug 21: 8 reportsAug 22: 5 reportsAug 25: 4 reportsAug 26: 8 reportsAug 27: 27 reportsAug 28: 16 reportsAug 29: 7 reportsSep 02: 20 reportsSep 03: 4 reportsSep 04: 8 reportsSep 05: 7 reportsSep 08: 5 reportsSep 09: 8 reportsSep 10: 1 reportsSep 11: 2 reportsSep 15: 2 reportsSep 19: 5 reportsSep 22: 5 reportsSep 23: 3 reportsSep 24: 21 reportsSep 25: 21 reportsSep 26: 1 reportsSep 29: 4 reportsSep 30: 6 reportsMar 02: 1 reportsMar 06: 1 reportsMar 09: 1 reportsMar 12: 2 reportsMar 17: 1 reportsMar 24: 2 reportsMar 26: 1 reportsApr 14: 1 reportsApr 17: 1 reportsApr 20: 1 reportsApr 22: 1 reportsApr 24: 1 reportsMay 12: 1 reportsMay 15: 3 reportsMay 19: 1 reportsMay 20: 1 reportsMay 21: 1 reportsMay 28: 1 reportsMay 29: 3 reports100%45-day deadline · Aug 141,751 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 15Oct 1Oct 15Nov 1Nov 15Dec 1Dec 15Jan 1Jan 15Feb 1Feb 15Mar 1Mar 15Apr 1Apr 15May 1May 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.
50.6% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+6,575New positions
−5,785Full exits
22,847Increased
18,406Reduced
53Comparable 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
RAL Ralliant Corp +17 +17 20
CRCL Circle Internet… +16 +16 19
ETOR eToro Group Ltd. +15 +15 17
B Barrick Mining… +15 +15 18
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CIB Grupo Cibest S.A. +13 +13 16
CAI Caris Life… +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
ALKT Alkami Technology… -6 −6 11
JD JD.com, Inc. -5 −6 17
VSTS Vestis Corporation -5 −6 14
IBP Installed Building… -5 −5 12
DECK Deckers Outdoor… -5 −5 17
DD DuPont de Nemours… -5 −5 21
IIIV i3 Verticals, Inc. -5 −5 9
HAIN -5 −5 12

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.18T 16,643 Aug 11
2 BlackRock $5.25T 49,987 Aug 12
3 State Street Global Advisors $2.67T 4,260 Aug 14
4 Fidelity (FMR) $1.77T 13,187 Aug 14
5 Morgan Stanley $1.54T 44,865 Aug 14
6 JPMorgan Chase $1.53T 31,400 Aug 12
7 Geode Capital Management $1.43T 8,497 Aug 08
8 Bank Of America Corp /De/ $1.37T 28,404 Aug 14
9 Norges Bank $801.15B 1,707 Aug 13
10 Goldman Sachs Group $736.09B 13,021 Aug 14
11 Northern Trust Corp $727.16B 20,680 Aug 13
12 Susquehanna International Group, Llp $719.81B 14,120 Aug 14
Notable manager changes
01 Coatue Management

Reported value +58.3% QoQ ($22.68B → $35.90B)

→
02 Gotham Asset Management

Reported value +39.5% QoQ ($11.98B → $16.71B)

→
03 Altimeter Capital

Reported value +39.4% QoQ ($4.97B → $6.93B)

→
04 ARK Investment Management

Reported value +36.5% QoQ ($9.99B → $13.64B)

→
05 Citadel Advisors

+1193 new positions this quarter (15,124 total)

→
06 Marshall Wace

+692 new positions this quarter (5,574 total)

→
07 Renaissance Technologies

+594 new positions this quarter (3,522 total)

→
08 Two Sigma Investments

+489 new positions this quarter (3,150 total)

→
09 Point72 Asset Management

Top-10 concentration 12% → 17% (+4.4pp)

→
10 Bridgewater Associates

Top-10 concentration 32% → 36% (+4.3pp)

→

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
East Coast Asset Management, LLC. restatement Aug 14 Oct 30 $301.41M → $510.51M (+69.4%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $129.87B → $130.01B (+0.1%) SEC ↗
Elm Partners Management LLC restatement Aug 05 Oct 07 $1.72B → $2.14B (+24.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 20 Sep 18 $6.97B → $6.79B (-2.6%) SEC ↗
Boston Research & Management Inc new holdings Aug 12 Sep 04 $418,373 → $423.31M (+101079.3%) SEC ↗
Redwood Investment Management, LLC restatement Aug 14 Aug 26 $943,212 → $943,212 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Aug 14 Aug 26 $4.71B → $188.95M (-96.0%) SEC ↗
Advisors Asset Management, Inc. restatement Aug 12 Aug 24 $5.59B → $5.59B (0.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Aug 12 Aug 21 $5.59B → $60,725 (-100.0%) SEC ↗
Hbk Investments L P new holdings Aug 13 Aug 14 $4.72B → $2.94B (-37.6%) SEC ↗
Militia Capital Partners, LP new holdings Aug 14 Aug 14 $214.61M → $432.71M (+101.6%) SEC ↗
Oxford Asset Management Llp new holdings Aug 14 Aug 14 $276.48M → $3.08M (-98.9%) SEC ↗
Oddo Bhf Asset Management Sas new holdings Aug 14 Aug 14 $2.54B → $89.64M (-96.5%) SEC ↗
OCONNOR, A Distinct Business Unit… new holdings Aug 14 Aug 14 $1.95B → $90.45M (-95.4%) 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 10,501–10,600 of 10,673 individual filing documents

Jul 08 GK Wealth Management LLC

13F-HR · $110.90M reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 08 21 West Wealth Management LLC

13F-HR · $99.13M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 08 Charis Legacy Partners, LLC

13F-HR · $60.71M reported · 26 holdings listed · SEC ↗

Q2 2025
Jul 08 Kck Ltd.

13F-HR · $18.32M reported · 2 holdings listed · SEC ↗

Q2 2025
Jul 08 Livelsberger Financial Advisory

13F-HR · $5.17M reported · 85 holdings listed · SEC ↗

Q2 2025
Jul 08 Lanark Financial, Inc.

13F-HR · $1.23M reported · 2,445 holdings listed · SEC ↗

Q2 2025
Jul 08 Granite Bay Wealth Management, LLC

13F-HR · $311,184 reported · 69 holdings listed · SEC ↗

Q2 2025
Jul 08 Martin Capital Partners, LLC

13F-HR · $255,075 reported · 75 holdings listed · SEC ↗

Q2 2025
Jul 08 Lingohr Asset Management GmbH

13F-HR · $55,159 reported · 93 holdings listed · SEC ↗

Q2 2025
Jul 08 XR Securities LLC

13F-HR · value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2025
Jul 08 MarketDesk Indices LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Jul 08 De Rubertis Francesco

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Jul 08 HSBC Global Asset Management (USA) Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Jul 07 Douglas Lane & Associates, LLC

13F-HR · $6.90B reported · 238 holdings listed · SEC ↗

Q2 2025
Jul 07 Zevenbergen Capital Investments Llc

13F-HR · $5.13B reported · 177 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 07 Wesbanco Bank Inc

13F-HR · $3.37B reported · 1,286 holdings listed · SEC ↗

Q2 2025
Jul 07 Salem Investment Counselors Inc

13F-HR · $3.16B reported · 1,170 holdings listed · SEC ↗

Q2 2025
Jul 07 Thurston, Springer, Miller, Herd & Titak, Inc.

13F-HR · $2.31B reported · 192,863 holdings listed · SEC ↗

Q2 2025
Jul 07 Capital Asset Advisory Services LLC

13F-HR · $2.14B reported · 271 holdings listed · SEC ↗

Q2 2025
Jul 07 TruWealth Advisors, LLC

13F-HR · $1.82B reported · 176 holdings listed · SEC ↗

Q2 2025
Jul 07 Seilern Investment Management Ltd

13F-HR · $1.52B reported · 22 holdings listed · SEC ↗

Q2 2025
Jul 07 Value Partners Investments Inc.

13F-HR · $1.28B reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $1.22B reported · 219 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $1.18B reported · 278 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $1.17B reported · 221 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $1.17B reported · 212 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $1.17B reported · 289 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $1.16B reported · 261 holdings listed · SEC ↗

Q2 2025
Jul 07 Bangor Savings Bank

13F-HR · $1.12B reported · 712 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $1.10B reported · 238 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $1.08B reported · 238 holdings listed · SEC ↗

Q2 2025
Jul 07 Armstrong Henry H Associates Inc

13F-HR · $1.06B reported · 58 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $1.05B reported · 204 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $978.63M reported · 239 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $972.97M reported · 210 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $966.08M reported · 226 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $962.81M reported · 212 holdings listed · SEC ↗

Q2 2025
Jul 07 Northwest & Ethical Investments L.P.

13F-HR · $954.07M reported · 240 holdings listed · SEC ↗

Q2 2025
Jul 07 Jia Investment Alliance Pte. Ltd.

13F-HR · $942.97M reported · 21 holdings listed · SEC ↗

Q2 2025
Jul 07 Trust Co

13F-HR · $886.14M reported · 414 holdings listed · SEC ↗

Q2 2025
Jul 07 Teamwork Financial Advisors, LLC

13F-HR · $863.14M reported · 190 holdings listed · SEC ↗

Q2 2025
Jul 07 Insight Wealth Strategies, LLC

13F-HR · $791.67M reported · 171 holdings listed · SEC ↗

Q2 2025
Jul 07 Adams Asset Advisors, LLC

13F-HR · $710.73M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 07 Fractal Investments LLC

13F-HR · $700.95M reported · 76 holdings listed · SEC ↗

Q2 2025
Jul 07 Versant Capital Management, Inc

13F-HR · $658.77M reported · 2,631 holdings listed · SEC ↗

Q2 2025
Jul 07 Peterson Wealth Advisors, LLC

13F-HR · $605.80M reported · 97 holdings listed · SEC ↗

Q2 2025
Jul 07 Wealth Alliance Advisory Group, LLC

13F-HR · $525.23M reported · 186 holdings listed · SEC ↗

Q2 2025
Jul 07 Investors Research Corp

13F-HR · $510.08M reported · 925 holdings listed · SEC ↗

Q2 2025
Jul 07 M & L Capital Management Ltd

13F-HR · $444.05M reported · 25 holdings listed · SEC ↗

Q2 2025
Jul 07 RB Capital Management, LLC

13F-HR · $441.63M reported · 177 holdings listed · SEC ↗

Q2 2025
Jul 07 Verde Capital Management

13F-HR · $405.24M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 07 Whitaker-Myers Wealth Managers, LTD.

13F-HR · $396.97M reported · 109 holdings listed · SEC ↗

Q2 2025
Jul 07 Park Edge Advisors, LLC

13F-HR · $389.92M reported · 143 holdings listed · SEC ↗

Q2 2025
Jul 07 St. Clair Advisors, LLC

13F-HR · $382.32M reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 07 RDA Financial Network

13F-HR · $370.15M reported · 256 holdings listed · SEC ↗

Q2 2025
Jul 07 New Capital Management LP

13F-HR · $358.31M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 07 Global Wealth Strategies & Associates

13F-HR · $349.35M reported · 378 holdings listed · SEC ↗

Q2 2025
Jul 07 Centurion Wealth Management LLC

13F-HR · $348.85M reported · 236 holdings listed · SEC ↗

Q2 2025
Jul 07 Modus Advisors, LLC

13F-HR · $336.60M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 07 Trust Co Of Oklahoma

13F-HR · $314.30M reported · 187 holdings listed · SEC ↗

Q2 2025
Jul 07 Life Line Wealth Management Llc

13F-HR · $308.79M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 07 Somerset Trust Co

13F-HR · $306.84M reported · 231 holdings listed · SEC ↗

Q2 2025
Jul 07 Vishria Bird Financial Group, LLC

13F-HR · $300.86M reported · 89 holdings listed · SEC ↗

Q2 2025
Jul 07 Veery Capital, LLC

13F-HR · $290.80M reported · 94 holdings listed · SEC ↗

Q2 2025
Jul 07 Enterprise Bank & Trust Co

13F-HR · $267.42M reported · 135 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 07 Discipline Wealth Solutions, LLC

13F-HR · $266.68M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 07 Kings Path Partners LLC

13F-HR · $248.34M reported · 283 holdings listed · SEC ↗

Q2 2025
Jul 07 Hoertkorn Richard Charles

13F-HR · $236.17M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 07 Team Hewins, LLC

13F-HR · $228.14M reported · 26 holdings listed · SEC ↗

Q2 2025
Jul 07 O'Connor Financial Group LLC

13F-HR · $226.73M reported · 60 holdings listed · SEC ↗

Q2 2025
Jul 07 HMS Capital Management, LLC

13F-HR · $222.46M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 07 Greenfield Savings Bank

13F-HR · $220.43M reported · 145 holdings listed · SEC ↗

Q2 2025
Jul 07 Aletheian Wealth Advisors LLC

13F-HR · $203.28M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 07 OMNI 360 Wealth, Inc.

13F-HR · $202.66M reported · 211 holdings listed · SEC ↗

Q2 2025
Jul 07 Peak Financial Advisors Llc

13F-HR · $199.87M reported · 87 holdings listed · SEC ↗

Q2 2025
Jul 07 Porter White Investment Advisors, Inc.

13F-HR · $199.59M reported · 33 holdings listed · SEC ↗

Q2 2025
Jul 07 Fox Hill Wealth Management

13F-HR · $194.57M reported · 121 holdings listed · SEC ↗

Q2 2025
Jul 07 Porter White Investment Advisors, Inc.

13F-HR · $186.55M reported · 32 holdings listed · SEC ↗

Q2 2025
Jul 07 Osprey Private Wealth LLC

13F-HR · $183.68M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 07 First Citizens Financial Corp

13F-HR · $181.77M reported · 126 holdings listed · SEC ↗

Q2 2025
Jul 07 Walnut Private Equity Partners, Llc

13F-HR · $171.20M reported · 13 holdings listed · SEC ↗

Q2 2025
Jul 07 General Partner, Inc.

13F-HR · $170.66M reported · 268 holdings listed · SEC ↗

Q2 2025
Jul 07 Ables, Iannone, Moore & Associates, Inc.

13F-HR · $160.76M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 07 Rf&L Wealth Management, Llc

13F-HR · $155.21M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 07 Upper Left Wealth Management, LLC

13F-HR · $149.90M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 07 Taylor & Morgan Wealth Management, LLC

13F-HR · $148.15M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 07 Shotwell Rutter Baer Inc

13F-HR · $147.20M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 07 Dominguez Wealth Management Solutions, Inc.

13F-HR · $144.09M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 07 Wilson & Boucher Capital Management, LLC

13F-HR · $143.37M reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 07 Horizons Wealth Management

13F-HR · $140.27M reported · 179 holdings listed · SEC ↗

Q2 2025
Jul 07 Retirement Wealth Solutions LLC

13F-HR · $136.98M reported · 445 holdings listed · SEC ↗

Q2 2025
Jul 07 Nova Wealth Management, Inc.

13F-HR · $136.18M reported · 743 holdings listed · SEC ↗

Q2 2025
Jul 07 Accelerate Investment Advisors LLC

13F-HR · $134.43M reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 07 Schulz Wealth, LTD.

13F-HR · $133.78M reported · 66 holdings listed · SEC ↗

Q2 2025
Jul 07 Good Steward Wealth Advisors,LLC

13F-HR · $127.57M reported · 94 holdings listed · SEC ↗

Q2 2025
Jul 07 Hedges Asset Management LLC

13F-HR · $124.47M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 07 First Community Trust Na

13F-HR · $123.08M reported · 326 holdings listed · SEC ↗

Q2 2025
Jul 07 Pacific Capital Partners Ltd

13F-HR · $106.68M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 07 Platt Investment Counsel, LLC

13F-HR · $105.23M reported · 9 holdings listed · SEC ↗

Q2 2025
Jul 07 Lwm Advisors Inc

13F-HR · $103.97M reported · 29 holdings listed · SEC ↗

Q2 2025
← Previous Page 106 / 107 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