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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
+51,070New positions
−43,017Full exits
213,372Increased
166,845Reduced
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… +162 +163 163
FDXF FedEx Freight… +161 +162 162
HONA Honeywell Aerospace… +158 +158 158
TRI Thomson Reuters… +116 +117 118
VGNT Versigent PLC +103 +106 117
CBRS Cerebras Systems… +101 +102 102
KEEL Keel Infrastructure… +91 +91 91
WSE Wise Group plc… +86 +87 87

Most reduced so far

SecurityΔ holdersExitsHolders
MAPS -53 −54 3
SNBRQ -51 −52 3
SGMOQ -39 −41 3
WIX Wix.com Ltd. -21 −26 92
MNDY monday.com Ltd. -19 −26 92
NVRI Enviri Corporation -19 −22 55
EPAM EPAM Systems, Inc. -18 −29 119
RZLV Rezolve AI PLC -18 −24 50

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 10,501–10,600 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 09 Sage Investment Advisers LLC

$148.67M reported · 98 holdings listed · SEC ↗

Q2 2026
Jul 09 Piscataqua Savings Bank

$148.14M reported · 505 holdings listed · SEC ↗

Q2 2026
Jul 09 Tenzing Financial LLC

$145.62M reported · 84 holdings listed · SEC ↗

Q2 2026
Jul 09 Ares Financial Consulting, LLC

$139.39M reported · 1,132 holdings listed · SEC ↗

Q2 2026
Jul 09 Fulcrum Equity Management

$136.40M reported · 144 holdings listed · SEC ↗

Q2 2026
Jul 09 Lwm Advisors Inc

$134.11M reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 09 Freestate Advisors LLC

$133.62M reported · 42 holdings listed · SEC ↗

Q2 2026
Jul 09 Winter & Associates, Inc.

$133.09M reported · 85 holdings listed · SEC ↗

Q2 2026
Jul 09 Sherman Wealth Management LLC

$132.84M reported · 84 holdings listed · SEC ↗

Q2 2026
Jul 09 Vilga Financial Planning LLC

$132.02M reported · 93 holdings listed · SEC ↗

Q2 2026
Jul 09 William Howard & Co Financial Advisors Inc

$128.59M reported · 54 holdings listed · SEC ↗

Q2 2026
Jul 09 Afg Fiduciary Services Limited Partnership

$128.46M reported · 60 holdings listed · SEC ↗

Q2 2026
Jul 09 C2C Wealth Management, LLC

$127.64M reported · 95 holdings listed · SEC ↗

Q2 2026
Jul 09 Topor & Co. Korea

$126.85M reported · 19 holdings listed · SEC ↗

Q2 2026
Jul 09 Infinity Wealth Counsel, LLC

$123.76M reported · 65 holdings listed · SEC ↗

Q2 2026
Jul 09 Roan Capital Partners

$120.58M reported · 78 holdings listed · SEC ↗

Q2 2026
Jul 09 IFC & Insurance Marketing, Inc.

$113.57M reported · 78 holdings listed · SEC ↗

Q2 2026
Jul 09 Three Bearings Fiduciary Advisors, Inc.

$111.60M reported · 312 holdings listed · SEC ↗

Q2 2026
Jul 09 GLP Holdings LLLP

$111.32M reported · 4 holdings listed · SEC ↗

Q2 2026
Jul 09 Fortitude Financial, LLC

$111.29M reported · 28 holdings listed · SEC ↗

Q2 2026
Jul 09 Yanni & Associates Investment Advisors, LLC

$108.37M reported · 34 holdings listed · SEC ↗

Q2 2026
Jul 09 Charis Legacy Partners, LLC

$81.33M reported · 28 holdings listed · SEC ↗

Q2 2026
Jul 09 Northwestern University

$63.33M reported · 5 holdings listed · SEC ↗

Q2 2026
Jul 09 Maj Invest Holding A/S

$2.20M reported · 40 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 09 Lvm Capital Management Ltd/Mi

$1.19M reported · 163 holdings listed · SEC ↗

Q2 2026
Jul 09 Jacobs & Co/Ca

$1.17M reported · 134 holdings listed · SEC ↗

Q2 2026
Jul 09 Matrix Trust Co

$689,542 reported · 101 holdings listed · SEC ↗

Q2 2026
Jul 09 Steginsky Capital Llc

$666,254 reported · 8 holdings listed · SEC ↗

Q2 2026
Jul 09 Syquant Capital Sas

$447,183 reported · 38 holdings listed · SEC ↗

Q2 2026
Jul 09 Qvr Llc

value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2026
Jul 09 Baxter Credit Union

value not stated on cover page · SEC ↗

Q2 2026
Jul 09 Regions Investment Management, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Jul 09 HSBC Global Asset Management (USA) Inc.

value not stated on cover page · SEC ↗

Q2 2026
Jul 09 Fondsmaeglerselskabet Maj Invest A/S

value not stated on cover page · SEC ↗

Q2 2026
Jul 08 PensionDanmark Pensionsforsikringsaktieselskab 3 reports combined

$33.33B reported · 1,827 holdings listed · SEC ↗

Jul 08–Jul 08
Jul 08 Atwood & Palmer Inc

$18.78B reported · 495 holdings listed · SEC ↗

Q2 2026
Jul 08 Czech National Bank

$18.35B reported · 503 holdings listed · SEC ↗

Q2 2026
Jul 08 Gradient Investments LLC

$7.25B reported · 448 holdings listed · SEC ↗

Q2 2026
Jul 08 Apella Capital, LLC

$7.08B reported · 753 holdings listed · SEC ↗

Q2 2026
Jul 08 Valeo Financial Advisors, LLC

$4.74B reported · 848 holdings listed · SEC ↗

Q2 2026
Jul 08 Reinhart Partners, Llc.

$4.38B reported · 72 holdings listed · SEC ↗

Q2 2026
Jul 08 Hennion & Walsh Asset Management, Inc.

$3.50B reported · 960 holdings listed · SEC ↗

Q2 2026
Jul 08 Thurston, Springer, Miller, Herd & Titak, Inc.

$3.41B reported · 215,435 holdings listed · SEC ↗

Q2 2026
Jul 08 Beacon Investment Advisory Services, Inc.

$2.69B reported · 812 holdings listed · SEC ↗

Q2 2026
Jul 08 Chesley Taft & Associates LLC

$2.57B reported · 637 holdings listed · SEC ↗

Q2 2026
Jul 08 Rockland Trust Co

$2.55B reported · 504 holdings listed · SEC ↗

Q2 2026
Jul 08 Community Trust & Investment Co

$1.94B reported · 262 holdings listed · SEC ↗

Q2 2026
Jul 08 Beaird Harris Wealth Management, LLC

$1.60B reported · 709 holdings listed · SEC ↗

Q2 2026
Jul 08 First Heartland Consultants, Inc.

$1.55B reported · 589 holdings listed · SEC ↗

Q2 2026
Jul 08 UNICOM Systems, Inc.

$1.53B reported · 39 holdings listed · SEC ↗

Q2 2026
Jul 08 RVW Wealth, LLC

$1.52B reported · 183 holdings listed · SEC ↗

Q2 2026
Jul 08 Danmarks Nationalbank

$1.45B reported · 1 holdings listed · SEC ↗

Q2 2026
Jul 08 Kwmg, Llc

$1.38B reported · 153 holdings listed · SEC ↗

Q2 2026
Jul 08 Cooper Financial Group

$1.21B reported · 451 holdings listed · SEC ↗

Q2 2026
Jul 08 Trust Point Inc.

$1.18B reported · 739 holdings listed · SEC ↗

Q2 2026
Jul 08 Teamwork Financial Advisors, LLC

$1.10B reported · 215 holdings listed · SEC ↗

Q2 2026
Jul 08 Quantum Financial Advisors, LLC

$1.01B reported · 251 holdings listed · SEC ↗

Q2 2026
Jul 08 Breakwater Capital Group

$833.33M reported · 377 holdings listed · SEC ↗

Q2 2026
Jul 08 Affinity Capital Advisors, LLC

$809.53M reported · 203 holdings listed · SEC ↗

Q2 2026
Jul 08 Seilern Investment Management Ltd

$793.82M reported · 24 holdings listed · SEC ↗

Q2 2026
Jul 08 Strategic Point Investment Advisors, LLC

$767.47M reported · 36 holdings listed · SEC ↗

Q2 2026
Jul 08 Cohen Capital Management, Inc.

$735.48M reported · 152 holdings listed · SEC ↗

Q2 2026
Jul 08 Wilsey Asset Management Inc

$680.96M reported · 28 holdings listed · SEC ↗

Q2 2026
Jul 08 Factor Wealth Management LTD

$661.50M reported · 170 holdings listed · SEC ↗

Q2 2026
Jul 08 West Financial Advisors, LLC

$658.51M reported · 224 holdings listed · SEC ↗

Q2 2026
Jul 08 Sunburst Financial Group, LLC

$617.31M reported · 134 holdings listed · SEC ↗

Q2 2026
Jul 08 Matthew Goff Investment Advisor, LLC

$592.62M reported · 91 holdings listed · SEC ↗

Q2 2026
Jul 08 Praetorian Wealth Management, Inc.

$579.59M reported · 84 holdings listed · SEC ↗

Q2 2026
Jul 08 Shulman DeMeo Asset Management LLC

$535.00M reported · 146 holdings listed · SEC ↗

Q2 2026
Jul 08 Crumly & Associates Inc.

$522.27M reported · 196 holdings listed · SEC ↗

Q2 2026
Jul 08 Renaissance Investment Group LLC

$511.42M reported · 83 holdings listed · SEC ↗

Q2 2026
Jul 08 Castle Rock Wealth Management, LLC

$509.44M reported · 268 holdings listed · SEC ↗

Q2 2026
Jul 08 First National Bank of Mount Dora, Trust Investment…

$499.38M reported · 211 holdings listed · SEC ↗

Q2 2026
Jul 08 Bright Rock Capital Management, Llc

$499.05M reported · 73 holdings listed · SEC ↗

Q2 2026
Jul 08 Scott & Selber, Inc.

$473.72M reported · 91 holdings listed · SEC ↗

Q2 2026
Jul 08 Brave Asset Management Inc

$467.48M reported · 146 holdings listed · SEC ↗

Q2 2026
Jul 08 Eldred Rock Partners, LLC

$465.10M reported · 29 holdings listed · SEC ↗

Q2 2026
Jul 08 Whitcomb & Hess, Inc.

$462.97M reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 08 TrueWealth Advisors, LLC

$443.55M reported · 235 holdings listed · SEC ↗

Q2 2026
Jul 08 Strategic Investment Solutions, Inc. /IL

$437.28M reported · 8,451 holdings listed · SEC ↗

Q2 2026
Jul 08 Elmwood Wealth Management, Inc.

$399.80M reported · 200 holdings listed · SEC ↗

Q2 2026
Jul 08 OFS Enterprise LLC

$391.71M reported · 106 holdings listed · SEC ↗

Q2 2026
Jul 08 Legacy Wealth Management, LLC / MS

$389.56M reported · 114 holdings listed · SEC ↗

Q2 2026
Jul 08 Windsor Capital Management, LLC

$384.78M reported · 127 holdings listed · SEC ↗

Q2 2026
Jul 08 PKO BP BANKOWY Universal Pension Society JSC

$349.94M reported · 13 holdings listed · SEC ↗

Q2 2026
Jul 08 Act Wealth Management, Llc

$340.30M reported · 64 holdings listed · SEC ↗

Q2 2026
Jul 08 Elevation Wealth Partners, Llc

$333.79M reported · 1,305 holdings listed · SEC ↗

Q2 2026
Jul 08 Norman Fields, Gottscho Capital Management, LLC

$330.11M reported · 64 holdings listed · SEC ↗

Q2 2026
Jul 08 Sonoma Allocations LLC

$321.81M reported · 118 holdings listed · SEC ↗

Q2 2026
Jul 08 Worth Asset Management, LLC

$312.59M reported · 603 holdings listed · SEC ↗

Q2 2026
Jul 08 NerdWallet Wealth Partners, LLC

$290.19M reported · 69 holdings listed · SEC ↗

Q2 2026
Jul 08 AAFMAA Wealth Management & Trust LLC

$286.50M reported · 131 holdings listed · SEC ↗

Q2 2026
Jul 08 MRA Advisory Group

$275.85M reported · 159 holdings listed · SEC ↗

Q2 2026
Jul 08 TL Private Wealth

$272.69M reported · 54 holdings listed · SEC ↗

Q2 2026
Jul 08 Agate Pass Investment Management, LLC

$271.22M reported · 109 holdings listed · SEC ↗

Q2 2026
Jul 08 Private Wealth Group, LLC

$258.94M reported · 76 holdings listed · SEC ↗

Q2 2026
Jul 08 Sprinkle Financial Consultants LLC

$254.91M reported · 104 holdings listed · SEC ↗

Q2 2026
Jul 08 Finley Financial, LLC

$248.46M reported · 110 holdings listed · SEC ↗

Q2 2026
Jul 08 Threadgill Financial, Llc

$242.63M reported · 36 holdings listed · SEC ↗

Q2 2026
Jul 08 Victrix Investment Advisors

$238.54M reported · 75 holdings listed · SEC ↗

Q2 2026
← Previous Page 106 / 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