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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 10,601–10,700 of 10,949 individual filing documents

Apr 09 Wealth Quarterback LLC

13F-HR · $254.00M reported · 163 holdings listed · SEC ↗

Q1 2026
Apr 09 Selby Wealth Management, LLC

13F-HR · $253.87M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 09 Red Spruce Capital, LLC

13F-HR · $243.56M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 09 Wealth Advisors Northwest LLC

13F-HR · $238.43M reported · 57 holdings listed · SEC ↗

Q1 2026
Apr 09 FCG Investment Co

13F-HR · $228.10M reported · 100 holdings listed · SEC ↗

Q1 2026
Apr 09 Boit C F David

13F-HR · $225.31M reported · 119 holdings listed · SEC ↗

Q1 2026
Apr 09 Life Line Wealth Management Llc

13F-HR · $223.89M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 09 Meritas Wealth Management, LLC

13F-HR · $221.15M reported · 60 holdings listed · SEC ↗

Q1 2026
Apr 09 PFS Partners, LLC

13F-HR · $218.15M reported · 590 holdings listed · SEC ↗

Q1 2026
Apr 09 Rockingstone Advisors LLC

13F-HR · $217.96M reported · 113 holdings listed · SEC ↗

Q1 2026
Apr 09 Clarity Capital Advisors, LLC

13F-HR · $214.60M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 09 Epiq Partners, Llc

13F-HR · $214.05M reported · 83 holdings listed · SEC ↗

Q1 2026
Apr 09 Allodium Investment Consultants, LLC

13F-HR · $208.82M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 09 Aletheian Wealth Advisors LLC

13F-HR · $205.16M reported · 97 holdings listed · SEC ↗

Q1 2026
Apr 09 Olistico Wealth, LLC

13F-HR · $202.98M reported · 341 holdings listed · SEC ↗

Q1 2026
Apr 09 Constitution Capital LLC

13F-HR · $200.08M reported · 61 holdings listed · SEC ↗

Q1 2026
Apr 09 Point Windward Advisors Inc.

13F-HR · $199.63M reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 09 Shearwater Capital LLC

13F-HR · $190.69M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 09 Ptm Wealth Management, Llc

13F-HR · $188.70M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 09 Baron Financial Group, LLC

13F-HR · $185.41M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 09 Meriwether Wealth & Planning, LLC

13F-HR · $182.56M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 09 Tilia Fiduciary Partners, Inc.

13F-HR · $181.99M reported · 115 holdings listed · SEC ↗

Q1 2026
Apr 09 Walnut Private Equity Partners, Llc

13F-HR · $181.33M reported · 14 holdings listed · SEC ↗

Q1 2026
Apr 09 Taylor & Morgan Wealth Management, LLC

13F-HR · $175.29M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 09 Ehrlich Financial Group

13F-HR · $174.02M reported · 112 holdings listed · SEC ↗

Q1 2026
Apr 09 Herbst Group, Llc

13F-HR · $161.91M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 09 Adirondack Capital Advisors, LLC

13F-HR · $155.68M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 09 Somnio Financial Group, LLC

13F-HR · $152.22M reported · 14 holdings listed · SEC ↗

Q1 2026
Apr 09 Silvia Mccoll Wealth Management, Llc

13F-HR · $151.86M reported · 119 holdings listed · SEC ↗

Q1 2026
Apr 09 Wincap Financial Llc

13F-HR · $150.27M reported · 87 holdings listed · SEC ↗

Q1 2026
Apr 09 VERITY Wealth Advisors

13F-HR · $149.74M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 09 Crocodile Capital Partners GmbH

13F-HR · $139.76M reported · 12 holdings listed · SEC ↗

Q1 2026
Apr 09 Safir Wealth Advisors, LLC

13F-HR · $138.26M reported · 19 holdings listed · SEC ↗

Q1 2026
Apr 09 Camelot Technology Advisors, Inc.

13F-HR · $137.93M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 09 Dorato Capital Management

13F-HR · $135.47M reported · 254 holdings listed · SEC ↗

Q1 2026
Apr 09 Platt Investment Counsel, LLC

13F-HR · $129.89M reported · 13 holdings listed · SEC ↗

Q1 2026
Apr 09 Stewardship Concepts Financial Services Llc

13F-HR · $127.63M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 09 ASL Financial, LLC

13F-HR · $125.16M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 09 Freestate Advisors LLC

13F-HR · $125.06M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 09 Mfg Wealth Management, Inc.

13F-HR · $120.59M reported · 61 holdings listed · SEC ↗

Q1 2026
Apr 09 American National Bank of Texas

13F-HR · $104.94M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 09 Pacific Capital Partners Ltd

13F-HR · $101.35M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 09 Asset Value Investors Ltd

13F-HR · $99.60M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 09 Yanni & Associates Investment Advisors, LLC

13F-HR · $96.46M reported · 34 holdings listed · SEC ↗

Q1 2026
Apr 09 General Motors Holdings LLC

13F-HR · $90.50M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 09 Towarzystwo Funduszy Inwestycyjnych Allianz Polska…

13F-HR · $56.17M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 09 Arlington Partners LLC

13F-HR · $50.10M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 09 New York University

13F-HR · $3.17M reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 09 Turner Capital Investments, LLC

13F-HR · $420,684 reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 09 Tealwood Asset Management Inc

13F-HR · $219,782 reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 09 Lakehouse Capital Pty Ltd

13F-HR · $148,249 reported · 13 holdings listed · SEC ↗

Q1 2026
Apr 09 Cutter & CO Brokerage, Inc.

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

Q1 2026
Apr 09 Baxter Credit Union

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

Q1 2026
Apr 09 HSBC Global Asset Management(Taiwan)Limited

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

Q1 2026
Apr 09 HSBC Global Asset Management (USA) Inc.

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

Q1 2026
Apr 09 Tompkins Community Bank

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

Q1 2026
Apr 08 Wealth Enhancement Advisory Services, Llc

13F-HR · $49.10B reported · 3,722 holdings listed · largest holding: IVV · analysis · SEC ↗

Q1 2026
Apr 08 Composition Wealth, LLC

13F-HR · $7.29B reported · 891 holdings listed · SEC ↗

Q1 2026
Apr 08 Sapient Capital Llc

13F-HR · $6.63B reported · 443 holdings listed · SEC ↗

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

13F-HR · $3.61B reported · 3 holdings listed · SEC ↗

Q1 2026
Apr 08 NorthCrest Asset Manangement, LLC

13F-HR · $3.21B reported · 766 holdings listed · SEC ↗

Q1 2026
Apr 08 Dynamic Advisor Solutions LLC

13F-HR · $3.17B reported · 963 holdings listed · SEC ↗

Q1 2026
Apr 08 Sax Wealth Advisors, Llc

13F-HR · $2.06B reported · 482 holdings listed · SEC ↗

Q1 2026
Apr 08 Evanson Asset Management, LLC

13F-HR · $1.86B reported · 321 holdings listed · SEC ↗

Q1 2026
Apr 08 Stephens Group Asset Management, Llc

13F-HR · $1.57B reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 08 Avity Investment Management Inc.

13F-HR · $1.37B reported · 114 holdings listed · SEC ↗

Q1 2026
Apr 08 First Heartland Consultants, Inc.

13F-HR · $1.31B reported · 523 holdings listed · SEC ↗

Q1 2026
Apr 08 RVW Wealth, LLC

13F-HR · $1.28B reported · 176 holdings listed · SEC ↗

Q1 2026
Apr 08 Stonebridge Financial Group, LLC

13F-HR · $1.22B reported · 262 holdings listed · SEC ↗

Q1 2026
Apr 08 Arlington Trust Co LLC

13F-HR · $1.13B reported · 844 holdings listed · SEC ↗

Q1 2026
Apr 08 Woodstock Corp

13F-HR · $1.12B reported · 156 holdings listed · SEC ↗

Q1 2026
Apr 08 Canandaigua National Corp

13F-HR · $1.12B reported · 310 holdings listed · SEC ↗

Q1 2026
Apr 08 PBU - The Pension Fund of Early Childhood & Youth…

13F-HR · $1.04B reported · 191 holdings listed · SEC ↗

Q1 2026
Apr 08 KWB Wealth

13F-HR · $1.01B reported · 166 holdings listed · SEC ↗

Q1 2026
Apr 08 JGP Wealth Management, LLC

13F-HR · $961.35M reported · 223 holdings listed · SEC ↗

Q1 2026
Apr 08 Graves Light Lenhart Wealth, Inc.

13F-HR · $961.06M reported · 197 holdings listed · SEC ↗

Q1 2026
Apr 08 DiNuzzo Private Wealth, Inc.

13F-HR · $928.12M reported · 1,349 holdings listed · SEC ↗

Q1 2026
Apr 08 Amanah Holdings Trust

13F-HR · $908.24M reported · 20 holdings listed · SEC ↗

Q1 2026
Apr 08 Quantum Financial Advisors, LLC

13F-HR · $891.38M reported · 231 holdings listed · SEC ↗

Q1 2026
Apr 08 Grove Bank & Trust

13F-HR · $884.38M reported · 1,007 holdings listed · SEC ↗

Q1 2026
Apr 08 Violich Capital Management, Inc.

13F-HR · $855.45M reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 08 Wealth Enhancement Trust Services, Inc.

13F-HR · $826.48M reported · 1,109 holdings listed · SEC ↗

Q1 2026
Apr 08 Parkside Investments, LLC

13F-HR · $823.12M reported · 98 holdings listed · SEC ↗

Q1 2026
Apr 08 Pathway Financial Advisors LLC

13F-HR · $808.29M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 08 Inspirion Wealth Advisors, Llc

13F-HR · $803.17M reported · 181 holdings listed · SEC ↗

Q1 2026
Apr 08 Central Pacific Bank - Trust Division

13F-HR · $783.64M reported · 970 holdings listed · SEC ↗

Q1 2026
Apr 08 Cardinal Capital Management

13F-HR · $775.63M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 08 Thompson Investment Management, Inc.

13F-HR · $773.48M reported · 501 holdings listed · SEC ↗

Q1 2026
Apr 08 Eclectic Associates Inc /Adv

13F-HR · $753.20M reported · 159 holdings listed · SEC ↗

Q1 2026
Apr 08 Capital Advisors Wealth Management, LLC

13F-HR · $744.92M reported · 219 holdings listed · SEC ↗

Q1 2026
Apr 08 Abacus Planning Group, Inc.

13F-HR · $742.89M reported · 264 holdings listed · SEC ↗

Q1 2026
Apr 08 Sharkey, Howes & Javer

13F-HR · $742.33M reported · 153 holdings listed · SEC ↗

Q1 2026
Apr 08 Lineweaver Wealth Advisors, LLC

13F-HR · $741.55M reported · 168 holdings listed · SEC ↗

Q1 2026
Apr 08 Mirador Capital Partners LP

13F-HR · $706.44M reported · 205 holdings listed · SEC ↗

Q1 2026
Apr 08 Oliver Luxxe Assets LLC

13F-HR · $667.86M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 08 Gilman Hill Asset Management, LLC

13F-HR · $662.54M reported · 225 holdings listed · SEC ↗

Q1 2026
Apr 08 Dudley & Shanley, Inc.

13F-HR · $611.24M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 08 Orrstown Financial Services Inc

13F-HR · $597.48M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 08 West Financial Advisors, LLC

13F-HR · $589.12M reported · 193 holdings listed · SEC ↗

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

13F-HR · $577.87M reported · 118 holdings listed · SEC ↗

Q1 2026
← Previous Page 107 / 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