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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 10,501–10,586 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 07 Park Avenue Securities Llc

$12.80M reported · 1,517 holdings listed · SEC ↗

Q1 2026
Apr 07 Jacobs & Co/Ca

$1.01M reported · 124 holdings listed · SEC ↗

Q1 2026
Apr 07 Abner Herrman & Brock Llc

$904,891 reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 07 Martin Capital Partners, LLC

$269,086 reported · 68 holdings listed · SEC ↗

Q1 2026
Apr 07 Lion Global Investors Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 Regions Investment Management, Inc.

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 Highland Associates Inc

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 J. Safra Sarasin Asset Management (North America)…

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 Bank J. Safra Sarasin (Gibraltar) Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 J. Safra Sarasin Investmentfonds Ltd.

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 Banque J. Safra Sarasin (Luxembourg) SA

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 Banque J.Safra Sarasin (Monaco) SA

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 Bank J. Safra Sarasin LTD

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 J. Safra Sarasin Asset Management (Bahamas) Ltd.

value not stated on cover page · SEC ↗

Q1 2026
Apr 07 J. Safra Sarasin Fund Management (Luxembourg) S.A.

value not stated on cover page · SEC ↗

Q1 2026
Apr 06 Greenhaven Associates Inc

$6.07B reported · 27 holdings listed · SEC ↗

Q1 2026
Apr 06 WASHINGTON TRUST Co

$2.96B reported · 558 holdings listed · SEC ↗

Q1 2026
Apr 06 GAMMA Investing LLC

$2.14B reported · 4,110 holdings listed · SEC ↗

Q1 2026
Apr 06 Washington Trust Advisors, Inc.

$1.24B reported · 870 holdings listed · SEC ↗

Q1 2026
Apr 06 Trust Co of the South

$621.90M reported · 146 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 06 Old Port Advisors

$434.34M reported · 239 holdings listed · SEC ↗

Q1 2026
Apr 06 Highline Wealth Partners Llc

$392.09M reported · 1,298 holdings listed · SEC ↗

Q1 2026
Apr 06 Private Client Services, Llc

$334.48M reported · 208 holdings listed · SEC ↗

Q1 2026
Apr 06 Acima Private Wealth, Llc

$318.63M reported · 177 holdings listed · SEC ↗

Q1 2026
Apr 06 Hall Laurie J Trustee

$283.36M reported · 270 holdings listed · 15 other managers included · SEC ↗

Q1 2026
Apr 06 Stableford Capital Ii Llc

$269.18M reported · 144 holdings listed · SEC ↗

Q1 2026
Apr 06 Hiley Hunt Wealth Management

$226.73M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 06 IFS Advisors, LLC

$194.05M reported · 217 holdings listed · SEC ↗

Q1 2026
Apr 06 Atmos Advisory, Llc

$176.09M reported · 20 holdings listed · SEC ↗

Q1 2026
Apr 06 Sincerus Advisory, LLC

$131.94M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 06 Miller Global Investments, LLC

$109.05M reported · 279 holdings listed · SEC ↗

Q1 2026
Apr 06 Karras Company, Inc.

$98.60M reported · 61 holdings listed · SEC ↗

Q1 2026
Apr 06 Israel Discount Bank of New York

$45.58M reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 06 CX Institutional

$3.28M reported · 1,548 holdings listed · SEC ↗

Q1 2026
Apr 03 Coastline Trust Co

$1.01B reported · 578 holdings listed · SEC ↗

Q1 2026
Apr 03 Investors Research Corp

$523.26M reported · 851 holdings listed · SEC ↗

Q1 2026
Apr 03 Waller Financial Planning Group, Inc

$453.08M reported · 74 holdings listed · SEC ↗

Q1 2026
Apr 03 Global Wealth Strategies & Associates

$406.98M reported · 543 holdings listed · SEC ↗

Q1 2026
Apr 03 Adirondack Trust Co

$297.62M reported · 631 holdings listed · SEC ↗

Q1 2026
Apr 03 Rise Advisors, LLC

$283.75M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 03 Ridgewood Investments LLC

$244.49M reported · 208 holdings listed · SEC ↗

Q1 2026
Apr 03 First County Bank /CT/

$187.32M reported · 374 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 03 Hickory Point Bank & Trust

$151.52M reported · 585 holdings listed · SEC ↗

Q1 2026
Apr 03 Box Hill Private Wealth LLC

$101.17M reported · 66 holdings listed · SEC ↗

Q1 2026
Apr 03 Torrington Savings Bank

value not stated on cover page · SEC ↗

Q1 2026
Apr 02 Stairway Partners, LLC

$1.93B reported · 18 holdings listed · SEC ↗

Q1 2026
Apr 02 Crumly & Associates Inc.

$475.95M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 02 Collective Family Office Llc

$444.25M reported · 156 holdings listed · SEC ↗

Q1 2026
Apr 02 Hilltop National Bank

$420.50M reported · 1,068 holdings listed · SEC ↗

Q1 2026
Apr 02 Silverleafe Capital Partners, LLC

$338.56M reported · 103 holdings listed · SEC ↗

Q1 2026
Apr 02 Somerset Trust Co

$326.06M reported · 222 holdings listed · SEC ↗

Q1 2026
Apr 02 Norman Fields, Gottscho Capital Management, LLC

$302.49M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 02 Stash Investments, LLC

$257.89M reported · 5 holdings listed · SEC ↗

Q1 2026
Apr 02 Aspect Partners, LLC

$244.64M reported · 957 holdings listed · SEC ↗

Q1 2026
Apr 02 Noble Wealth Management PBC

$198.88M reported · 588 holdings listed · SEC ↗

Q1 2026
Apr 02 Byrne Asset Management LLC

$170.67M reported · 569 holdings listed · SEC ↗

Q1 2026
Apr 02 McAlister, Sweet & Associates, Inc.

$160.57M reported · 32 holdings listed · SEC ↗

Q1 2026
Apr 02 Horizons Wealth Management

$152.45M reported · 173 holdings listed · SEC ↗

Q1 2026
Apr 02 MJT & Associates Financial Advisory Group, Inc.

$136.22M reported · 442 holdings listed · SEC ↗

Q1 2026
Apr 02 Ares Financial Consulting, LLC

$127.28M reported · 1,066 holdings listed · SEC ↗

Q1 2026
Apr 02 Fulcrum Equity Management

$103.49M reported · 128 holdings listed · SEC ↗

Q1 2026
Apr 02 LBJ Family Wealth Advisors, Ltd.

$170,617 reported · 28 holdings listed · SEC ↗

Q1 2026
Apr 02 Lvm Capital Management Ltd/Mi

value not stated on cover page · SEC ↗

Q1 2026
Apr 01 Confluence Investment Management Llc

$6.44B reported · 414 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 01 Bangor Savings Bank

$1.25B reported · 711 holdings listed · SEC ↗

Q1 2026
Apr 01 First Financial Bank - Trust Division

$1.24B reported · 392 holdings listed · SEC ↗

Q1 2026
Apr 01 Aspen Wealth Management LLC

$501.21M reported · 124 holdings listed · SEC ↗

Q1 2026
Apr 01 Vigilare Wealth Management

$295.95M reported · 109 holdings listed · SEC ↗

Q1 2026
Apr 01 Burkett Financial Services, Llc

$291.82M reported · 251 holdings listed · SEC ↗

Q1 2026
Apr 01 Beacon Wealthcare LLC

$283.55M reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 01 Signature Wealth Management Group

$263.37M reported · 128 holdings listed · SEC ↗

Q1 2026
Apr 01 BancFirst Trust & Investment Management

$226.35M reported · 57 holdings listed · SEC ↗

Q1 2026
Apr 01 GP Brinson Investments LLC

$220.37M reported · 14 holdings listed · SEC ↗

Q1 2026
Apr 01 Mink Brook Asset Management LLC

$179.24M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 01 Adelphi Trust Co

$122.89M reported · 182 holdings listed · SEC ↗

Q1 2026
Apr 01 Laurus Global Equity Management Inc.

$102.13M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 01 Robert B. Daugherty Foundation

$99.98M reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 01 Benjamin Joseph Floyd Dba Floyd Capital Management

$9.81M reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 01 Neville Rodie & Shaw Inc

$1.38M reported · 336 holdings listed · SEC ↗

Q1 2026
Apr 01 Rowlandmiller & Partners.Adv

$493,277 reported · 189 holdings listed · SEC ↗

Q1 2026
Apr 01 Pensionfund PDN

$172,922 reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 01 Pensionfund Sabic

$83,024 reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 01 BMO Family Office, LLC

value not stated on cover page · SEC ↗

Q1 2026
Apr 01 Magellan Investment Partners North America, Inc.

value not stated on cover page · SEC ↗

Q1 2026
Apr 01 Acadian Inc

value not stated on cover page · SEC ↗

Q1 2026
Mar 31 Sankala Group LLC

$122.46M reported · 563 holdings listed · SEC ↗

Q1 2026
← Previous Page 106 / 106
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