★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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 10,801–10,900 of 11,582 individual filing documents

Jul 13 RTD Financial Advisors, Inc.

13F-HR · $916.93M reported · 120 holdings listed · SEC ↗

Q2 2026
Jul 13 Oak Root LLC

13F-HR · $906.27M reported · 10 holdings listed · SEC ↗

Q2 2026
Jul 13 Parkside Investments, LLC

13F-HR · $902.19M reported · 91 holdings listed · SEC ↗

Q2 2026
Jul 13 Independence Bank of Kentucky

13F-HR · $887.57M reported · 589 holdings listed · SEC ↗

Q2 2026
Jul 13 Thompson Investment Management, Inc.

13F-HR · $871.57M reported · 511 holdings listed · SEC ↗

Q2 2026
Jul 13 Capital Advantage, Inc.

13F-HR · $819.65M reported · 150 holdings listed · SEC ↗

Q2 2026
Jul 13 Cypress Wealth Services, LLC

13F-HR · $814.94M reported · 436 holdings listed · SEC ↗

Q2 2026
Jul 13 Financial Solutions Advisory Group, Inc.

13F-HR · $790.88M reported · 177 holdings listed · SEC ↗

Q2 2026
Jul 13 First Hawaiian Bank

13F-HR · $789.53M reported · 143 holdings listed · SEC ↗

Q2 2026
Jul 13 Chatham Capital Group, Inc.

13F-HR · $783.04M reported · 200 holdings listed · SEC ↗

Q2 2026
Jul 13 Curated Wealth Partners LLC

13F-HR · $773.64M reported · 1,673 holdings listed · 13 other managers included · SEC ↗

Q2 2026
Jul 13 Northwest Wealth Management, Llc

13F-HR · $758.11M reported · 265 holdings listed · SEC ↗

Q2 2026
Jul 13 Allen Mooney & Barnes Investment Advisors LLC

13F-HR · $657.55M reported · 152 holdings listed · SEC ↗

Q2 2026
Jul 13 Perennial Advisors, LLC

13F-HR · $649.22M reported · 138 holdings listed · SEC ↗

Q2 2026
Jul 13 Martel Wealth Advisors LLC

13F-HR · $635.69M reported · 61 holdings listed · SEC ↗

Q2 2026
Jul 13 Drucker Wealth 3.0, LLC

13F-HR · $632.33M reported · 569 holdings listed · SEC ↗

Q2 2026
Jul 13 Stenger Family Office, LLC

13F-HR · $629.36M reported · 132 holdings listed · SEC ↗

Q2 2026
Jul 13 Mfa Wealth Advisors, Llc

13F-HR · $586.68M reported · 99 holdings listed · SEC ↗

Q2 2026
Jul 13 Lynch & Associates/In

13F-HR · $572.51M reported · 129 holdings listed · SEC ↗

Q2 2026
Jul 13 Southland Equity Partners LLC

13F-HR · $571.01M reported · 306 holdings listed · SEC ↗

Q2 2026
Jul 13 Strong Tower Advisory Services

13F-HR · $558.06M reported · 94 holdings listed · SEC ↗

Q2 2026
Jul 13 Voisard Asset Management Group, Inc.

13F-HR · $528.56M reported · 111 holdings listed · SEC ↗

Q2 2026
Jul 13 Richard P Slaughter Associates Inc

13F-HR · $510.08M reported · 109 holdings listed · SEC ↗

Q2 2026
Jul 13 Integris Wealth Management, LLC

13F-HR · $495.21M reported · 131 holdings listed · SEC ↗

Q2 2026
Jul 13 Augustine Asset Management Inc

13F-HR · $493.88M reported · 121 holdings listed · SEC ↗

Q2 2026
Jul 13 Waterway Wealth Management, LLC

13F-HR · $489.74M reported · 96 holdings listed · SEC ↗

Q2 2026
Jul 13 First Nebraska Trust Co

13F-HR · $488.35M reported · 144 holdings listed · SEC ↗

Q2 2026
Jul 13 O'Keefe Stevens Advisory, Inc.

13F-HR · $487.66M reported · 81 holdings listed · SEC ↗

Q2 2026
Jul 13 Park Edge Advisors, LLC

13F-HR · $474.91M reported · 154 holdings listed · SEC ↗

Q2 2026
Jul 13 Centennial Wealth Advisory LLC

13F-HR · $463.22M reported · 181 holdings listed · SEC ↗

Q2 2026
Jul 13 Patton Fund Management, Inc.

13F-HR · $462.37M reported · 86 holdings listed · SEC ↗

Q2 2026
Jul 13 DeDora Capital, Inc.

13F-HR · $460.10M reported · 129 holdings listed · SEC ↗

Q2 2026
Jul 13 CGC Financial Services, LLC

13F-HR · $444.66M reported · 337 holdings listed · SEC ↗

Q2 2026
Jul 13 Gradient Capital Advisors, LLC

13F-HR · $431.78M reported · 179 holdings listed · SEC ↗

Q2 2026
Jul 13 BOS Asset Management, LLC

13F-HR · $430.71M reported · 204 holdings listed · SEC ↗

Q2 2026
Jul 13 Main Street Group, LTD

13F-HR · $429.19M reported · 1,544 holdings listed · SEC ↗

Q2 2026
Jul 13 ETF Portfolio Partners, Inc.

13F-HR · $420.38M reported · 70 holdings listed · SEC ↗

Q2 2026
Jul 13 Sunflower Bank, N.A.

13F-HR · $418.35M reported · 226 holdings listed · SEC ↗

Q2 2026
Jul 13 Cisco Systems, Inc.

13F-HR · $405.22M reported · 6 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 13 Client 1St Advisory Group, Llc

13F-HR · $383.68M reported · 146 holdings listed · SEC ↗

Q2 2026
Jul 13 Cherrydale Wealth Management, Llc

13F-HR · $382.18M reported · 84 holdings listed · SEC ↗

Q2 2026
Jul 13 Veracity Capital LLC

13F-HR · $370.39M reported · 223 holdings listed · SEC ↗

Q2 2026
Jul 13 Purus Wealth Management, LLC

13F-HR · $363.23M reported · 171 holdings listed · SEC ↗

Q2 2026
Jul 13 Genesis Private Wealth, Llc

13F-HR · $355.76M reported · 192 holdings listed · SEC ↗

Q2 2026
Jul 13 Planned Solutions, Inc.

13F-HR · $348.94M reported · 155 holdings listed · SEC ↗

Q2 2026
Jul 13 Brady Family Wealth, Llc

13F-HR · $346.49M reported · 113 holdings listed · SEC ↗

Q2 2026
Jul 13 PFW Advisors LLC

13F-HR · $343.03M reported · 124 holdings listed · SEC ↗

Q2 2026
Jul 13 McCollum Christoferson Group LLC

13F-HR · $340.98M reported · 80 holdings listed · SEC ↗

Q2 2026
Jul 13 Pacifica Partners Inc.

13F-HR · $331.58M reported · 448 holdings listed · SEC ↗

Q2 2026
Jul 13 Buttonwood Financial Advisors Inc.

13F-HR · $328.72M reported · 110 holdings listed · SEC ↗

Q2 2026
Jul 13 Hassell Wealth Management, LLC

13F-HR · $326.00M reported · 29 holdings listed · SEC ↗

Q2 2026
Jul 13 Oak Asset Management, LLC

13F-HR · $311.01M reported · 115 holdings listed · SEC ↗

Q2 2026
Jul 13 Lakeshore Financial Planning, Inc.

13F-HR · $310.65M reported · 92 holdings listed · SEC ↗

Q2 2026
Jul 13 FCG Investment Co

13F-HR · $289.18M reported · 118 holdings listed · SEC ↗

Q2 2026
Jul 13 School Employees Retirement Board Of Ohio

13F-HR · $277.54M reported · 6 holdings listed · SEC ↗

Q2 2026
Jul 13 Mitchell & Pahl Private Wealth, Llc

13F-HR · $272.21M reported · 149 holdings listed · SEC ↗

Q2 2026
Jul 13 Kings Path Partners LLC

13F-HR · $271.37M reported · 319 holdings listed · SEC ↗

Q2 2026
Jul 13 Orin Green Financial, LLC

13F-HR · $271.05M reported · 83 holdings listed · SEC ↗

Q2 2026
Jul 13 Physician Wealth Solutions Inc.

13F-HR · $263.75M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 13 HMV Wealth Advisors, LLC

13F-HR · $256.87M reported · 89 holdings listed · SEC ↗

Q2 2026
Jul 13 Shelton Wealth Management, Llc

13F-HR · $254.91M reported · 144 holdings listed · SEC ↗

Q2 2026
Jul 13 Eastover Investment Advisors LLC

13F-HR · $253.89M reported · 49 holdings listed · SEC ↗

Q2 2026
Jul 13 Aurelius Family Office LLC

13F-HR · $253.87M reported · 49 holdings listed · SEC ↗

Q2 2026
Jul 13 Client First Capital LLC

13F-HR · $251.13M reported · 28 holdings listed · SEC ↗

Q2 2026
Jul 13 Quadratic Capital Management LLC

13F-HR · $250.14M reported · 2 holdings listed · SEC ↗

Q2 2026
Jul 13 Avondale Wealth Management

13F-HR · $245.27M reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 13 Sound Stewardship, LLC

13F-HR · $242.42M reported · 73 holdings listed · SEC ↗

Q2 2026
Jul 13 Clarity Capital Advisors, LLC

13F-HR · $238.54M reported · 95 holdings listed · SEC ↗

Q2 2026
Jul 13 Arcadia Investment Advisors Llc

13F-HR · $237.11M reported · 80 holdings listed · SEC ↗

Q2 2026
Jul 13 Team Financial Group, LLC

13F-HR · $235.55M reported · 56 holdings listed · SEC ↗

Q2 2026
Jul 13 Kessler Investment Group, LLC

13F-HR · $234.22M reported · 81 holdings listed · SEC ↗

Q2 2026
Jul 13 Olistico Wealth, LLC

13F-HR · $233.77M reported · 334 holdings listed · SEC ↗

Q2 2026
Jul 13 One Plus One Wealth Management, Llc

13F-HR · $231.80M reported · 92 holdings listed · SEC ↗

Q2 2026
Jul 13 Azarias Capital Management, L.P.

13F-HR · $229.82M reported · 23 holdings listed · SEC ↗

Q2 2026
Jul 13 Baugh & Associates, LLC

13F-HR · $226.02M reported · 42 holdings listed · SEC ↗

Q2 2026
Jul 13 Wolff Wiese Magana Llc

13F-HR · $217.45M reported · 1,027 holdings listed · SEC ↗

Q2 2026
Jul 13 Friedenthal Financial

13F-HR · $216.59M reported · 254 holdings listed · SEC ↗

Q2 2026
Jul 13 OMNI 360 Wealth, Inc.

13F-HR · $216.44M reported · 135 holdings listed · SEC ↗

Q2 2026
Jul 13 Wealth Intelligence, LLC

13F-HR · $215.28M reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 13 Gouws Capital LLC

13F-HR · $214.95M reported · 55 holdings listed · SEC ↗

Q2 2026
Jul 13 Broadway Wealth Solutions, Inc.

13F-HR · $214.09M reported · 92 holdings listed · SEC ↗

Q2 2026
Jul 13 Merrion Investment Management Co, LLC

13F-HR · $211.29M reported · 106 holdings listed · SEC ↗

Q2 2026
Jul 13 First City Capital Management, Inc.

13F-HR · $205.51M reported · 164 holdings listed · SEC ↗

Q2 2026
Jul 13 Guardian Wealth Management, Inc.

13F-HR · $203.52M reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 13 Optivise Advisory Services LLC

13F-HR · $196.99M reported · 228 holdings listed · SEC ↗

Q2 2026
Jul 13 Echo45 Advisors LLC

13F-HR · $193.60M reported · 78 holdings listed · SEC ↗

Q2 2026
Jul 13 Ables, Iannone, Moore & Associates, Inc.

13F-HR · $187.67M reported · 62 holdings listed · SEC ↗

Q2 2026
Jul 13 McAlister, Sweet & Associates, Inc.

13F-HR · $187.11M reported · 41 holdings listed · SEC ↗

Q2 2026
Jul 13 Nova Wealth Management, Inc.

13F-HR · $181.16M reported · 570 holdings listed · SEC ↗

Q2 2026
Jul 13 Holcombe Financial, Inc.

13F-HR · $177.14M reported · 51 holdings listed · SEC ↗

Q2 2026
Jul 13 Park Capital Management, LLC / WI

13F-HR · $169.85M reported · 161 holdings listed · SEC ↗

Q2 2026
Jul 13 Tailwinds Wealth, LLC

13F-HR · $169.28M reported · 89 holdings listed · SEC ↗

Q2 2026
Jul 13 North Dallas Bank & Trust Co

13F-HR · $168.69M reported · 202 holdings listed · SEC ↗

Q2 2026
Jul 13 Silvia Mccoll Wealth Management, Llc

13F-HR · $166.22M reported · 122 holdings listed · SEC ↗

Q2 2026
Jul 13 LDIC Inc.

13F-HR · $159.67M reported · 25 holdings listed · SEC ↗

Q2 2026
Jul 13 Neumann Capital Management, LLC

13F-HR · $151.18M reported · 58 holdings listed · SEC ↗

Q2 2026
Jul 13 Hamilton Lane Advisors Llc

13F-HR · $148.59M reported · 14 holdings listed · SEC ↗

Q2 2026
Jul 13 Lawood & Co

13F-HR · $147.65M reported · 161 holdings listed · SEC ↗

Q2 2026
Jul 13 Dorato Capital Management

13F-HR · $147.46M reported · 254 holdings listed · SEC ↗

Q2 2026
Jul 13 Gilbert Capital Group, Inc.

13F-HR · $142.76M reported · 56 holdings listed · SEC ↗

Q2 2026
← Previous Page 109 / 116 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