★
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 10,901–11,000 of 11,582 individual filing documents

Jul 13 HBE Wealth Management, LLC

13F-HR · $139.23M reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 13 Asempa Wealth Advisors

13F-HR · $134.07M reported · 125 holdings listed · SEC ↗

Q2 2026
Jul 13 Eagle Wealth Advisors LLC

13F-HR · $131.06M reported · 100 holdings listed · SEC ↗

Q2 2026
Jul 13 R.H. Dinel Investment Counsel, Inc.

13F-HR · $130.20M reported · 40 holdings listed · SEC ↗

Q2 2026
Jul 13 APS Management Group, Inc.

13F-HR · $130.11M reported · 77 holdings listed · SEC ↗

Q2 2026
Jul 13 Kennebec Savings Bank

13F-HR · $124.60M reported · 284 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 13 21 West Wealth Management LLC

13F-HR · $117.05M reported · 65 holdings listed · SEC ↗

Q2 2026
Jul 13 Kilner Capital Advisors, LLC

13F-HR · $116.71M reported · 18 holdings listed · SEC ↗

Q2 2026
Jul 13 V. M. Manning & Co., Inc.

13F-HR · $116.66M reported · 53 holdings listed · SEC ↗

Q2 2026
Jul 13 Decision Investments, Inc

13F-HR · $109.85M reported · 149 holdings listed · SEC ↗

Q2 2026
Jul 13 Plus Group Wealth Advisors LLC

13F-HR · $106.33M reported · 48 holdings listed · SEC ↗

Q2 2026
Jul 13 Strategic Financial Group, LLC

13F-HR · $104.37M reported · 19 holdings listed · SEC ↗

Q2 2026
Jul 13 Shelter Rock Management, LLC

13F-HR · $103.12M reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 13 One Wealth Management Investment & Advisory…

13F-HR · $95.26M reported · 53 holdings listed · SEC ↗

Q2 2026
Jul 13 University of Cambridge Investment Management Ltd

13F-HR · $93.89M reported · 1 holdings listed · SEC ↗

Q2 2026
Jul 13 Holland Advisory Services, Inc.

13F-HR · $90.54M reported · 49 holdings listed · SEC ↗

Q2 2026
Jul 13 One Wealth Management Investment & Advisory…

13F-HR · $83.02M reported · 52 holdings listed · SEC ↗

Q2 2026
Jul 13 Breachway Investments LLC

13F-HR · $66.40M reported · 74 holdings listed · SEC ↗

Q2 2026
Jul 13 REX Advisers, LLC

13F-HR · $44.28M reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 13 Nippon Life Insurance Co

13F-HR · $6.04M reported · 5 holdings listed · SEC ↗

Q2 2026
Jul 13 Frankly Finances, LLC

13F-HR · $1.71M reported · 90 holdings listed · SEC ↗

Q2 2026
Jul 13 Baskin Financial Services Inc.

13F-HR · $1.27M reported · 54 holdings listed · SEC ↗

Q2 2026
Jul 13 Sentinel Trust Co Lba

13F-HR · $1.13M reported · 136 holdings listed · SEC ↗

Q2 2026
Jul 13 Ayalon Insurance Comp Ltd.

13F-HR · $814,954 reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 13 Eagle Capital Management, LLC

13F-HR · $292,907 reported · 50 holdings listed · SEC ↗

Q2 2026
Jul 13 Lancaster Investment Management

13F-HR · $165,411 reported · 10 holdings listed · SEC ↗

Q2 2026
Jul 13 Sumnicht & Associates, LLC

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

Q2 2026
Jul 13 Owners Insurance Co

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

Q2 2026
Jul 13 Barwick & Partners, Inc.

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

Q2 2026
Jul 13 Bishop Street Capital Management Corp

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

Q2 2026
Jul 13 Home-Owners Insurance Co

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

Q2 2026
Jul 13 Burgundy Asset Management Ltd.

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

Q2 2026
Jul 13 Swedbank investiciju valdymas, UAB

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

Q2 2026
Jul 13 Cisco Systems International B.V.

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

Q2 2026
Jul 13 London LGPS CIV Ltd

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

Q2 2026
Jul 10 Wasatch Advisors Lp

13F-HR · $15.28B reported · 219 holdings listed · SEC ↗

Q2 2026
Jul 10 Wedge Capital Management L L P/Nc

13F-HR · $6.06B reported · 484 holdings listed · SEC ↗

Q2 2026
Jul 10 Japan Post Holdings Co., Ltd.

13F-HR · $5.97B reported · 1 holdings listed · SEC ↗

Q2 2026
Jul 10 Annex Advisory Services, LLC

13F-HR · $5.86B reported · 356 holdings listed · SEC ↗

Q2 2026
Jul 10 E. Ohman J:or Asset Management AB

13F-HR · $4.30B reported · 465 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 10 Cardinal Capital Management, Inc.

13F-HR · $4.13B reported · 71 holdings listed · SEC ↗

Q2 2026
Jul 10 Hyperion Asset Management Ltd

13F-HR · $3.77B reported · 20 holdings listed · SEC ↗

Q2 2026
Jul 10 Tema Etfs Llc

13F-HR · $3.09B reported · 583 holdings listed · SEC ↗

Q2 2026
Jul 10 Ocean Park Asset Management, LLC

13F-HR · $2.08B reported · 81 holdings listed · SEC ↗

Q2 2026
Jul 10 Jfs Wealth Advisors, Llc

13F-HR · $2.01B reported · 2,257 holdings listed · SEC ↗

Q2 2026
Jul 10 Trinity Street Asset Management LLP

13F-HR · $1.94B reported · 23 holdings listed · SEC ↗

Q2 2026
Jul 10 Charles Schwab Trust Co

13F-HR · $1.79B reported · 171 holdings listed · SEC ↗

Q2 2026
Jul 10 Heck Capital Advisors, LLC

13F-HR · $1.67B reported · 214 holdings listed · SEC ↗

Q2 2026
Jul 10 Northside Capital Management, LLC

13F-HR · $1.22B reported · 187 holdings listed · SEC ↗

Q2 2026
Jul 10 KWB Wealth

13F-HR · $1.17B reported · 169 holdings listed · SEC ↗

Q2 2026
Jul 10 Trust Co

13F-HR · $1.11B reported · 908 holdings listed · SEC ↗

Q2 2026
Jul 10 Insight Wealth Strategies, LLC

13F-HR · $1.02B reported · 182 holdings listed · SEC ↗

Q2 2026
Jul 10 DiNuzzo Private Wealth, Inc.

13F-HR · $1.01B reported · 1,351 holdings listed · SEC ↗

Q2 2026
Jul 10 FORM Wealth Advisors, LLC

13F-HR · $909.31M reported · 61 holdings listed · SEC ↗

Q2 2026
Jul 10 City Holding Co

13F-HR · $884.45M reported · 625 holdings listed · SEC ↗

Q2 2026
Jul 10 Fiduciary Financial Group, Llc

13F-HR · $882.39M reported · 373 holdings listed · SEC ↗

Q2 2026
Jul 10 Northcape Capital Pty Ltd

13F-HR · $741.77M reported · 8 holdings listed · SEC ↗

Q2 2026
Jul 10 Canvas Wealth Advisors, LLC

13F-HR · $716.87M reported · 251 holdings listed · SEC ↗

Q2 2026
Jul 10 Orrstown Financial Services Inc

13F-HR · $673.66M reported · 124 holdings listed · SEC ↗

Q2 2026
Jul 10 GenWealth Group, Inc.

13F-HR · $641.84M reported · 89 holdings listed · SEC ↗

Q2 2026
Jul 10 Scott Capital Advisors, LLC

13F-HR · $638.51M reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 10 Spinnaker Investment Group, LLC

13F-HR · $624.08M reported · 179 holdings listed · SEC ↗

Q2 2026
Jul 10 ALM First Financial Advisors, LLC

13F-HR · $593.62M reported · 22 holdings listed · SEC ↗

Q2 2026
Jul 10 Investors Research Corp

13F-HR · $558.78M reported · 805 holdings listed · SEC ↗

Q2 2026
Jul 10 Dagco, Inc.

13F-HR · $541.06M reported · 117 holdings listed · SEC ↗

Q2 2026
Jul 10 Regent Peak Wealth Advisors LLC

13F-HR · $540.13M reported · 221 holdings listed · SEC ↗

Q2 2026
Jul 10 Ballast, Inc.

13F-HR · $530.23M reported · 156 holdings listed · SEC ↗

Q2 2026
Jul 10 Wealth Group Ltd

13F-HR · $522.54M reported · 95 holdings listed · SEC ↗

Q2 2026
Jul 10 Leverty Financial Group, LLC

13F-HR · $514.14M reported · 49 holdings listed · SEC ↗

Q2 2026
Jul 10 Abound Wealth Management

13F-HR · $503.86M reported · 1,361 holdings listed · SEC ↗

Q2 2026
Jul 10 First Nebraska Trust Co

13F-HR · $502.60M reported · 141 holdings listed · SEC ↗

Q2 2026
Jul 10 Whitener Capital Management, Inc.

13F-HR · $472.15M reported · 184 holdings listed · SEC ↗

Q2 2026
Jul 10 Diversified Management Inc

13F-HR · $468.08M reported · 171 holdings listed · SEC ↗

Q2 2026
Jul 10 First Nebraska Trust Co

13F-HR · $466.76M reported · 139 holdings listed · SEC ↗

Q2 2026
Jul 10 Generali Investments, Management Co LLC

13F-HR · $460.34M reported · 164 holdings listed · SEC ↗

Q2 2026
Jul 10 Accel Wealth Management

13F-HR · $444.38M reported · 305 holdings listed · SEC ↗

Q2 2026
Jul 10 Doliver Advisors, Lp

13F-HR · $441.94M reported · 191 holdings listed · SEC ↗

Q2 2026
Jul 10 Prosperity Planning, Inc.

13F-HR · $436.30M reported · 117 holdings listed · SEC ↗

Q2 2026
Jul 10 West Branch Capital LLC

13F-HR · $430.26M reported · 355 holdings listed · SEC ↗

Q2 2026
Jul 10 Oldfield Partners LLP

13F-HR · $414.83M reported · 18 holdings listed · SEC ↗

Q2 2026
Jul 10 Butensky & Cohen Financial Security, Inc

13F-HR · $404.26M reported · 135 holdings listed · SEC ↗

Q2 2026
Jul 10 Hudson Value Partners, LLC

13F-HR · $398.50M reported · 113 holdings listed · SEC ↗

Q2 2026
Jul 10 Rise Advisors, LLC

13F-HR · $355.35M reported · 103 holdings listed · SEC ↗

Q2 2026
Jul 10 G&S Capital LLC

13F-HR · $345.20M reported · 156 holdings listed · SEC ↗

Q2 2026
Jul 10 BFI Infinity Ltd.

13F-HR · $336.74M reported · 64 holdings listed · SEC ↗

Q2 2026
Jul 10 Arkfeld Wealth Strategies, L.L.C.

13F-HR · $334.46M reported · 119 holdings listed · SEC ↗

Q2 2026
Jul 10 Family Wealth Partners, Llc

13F-HR · $325.83M reported · 109 holdings listed · SEC ↗

Q2 2026
Jul 10 William Mack & Associates, Inc.

13F-HR · $283.72M reported · 108 holdings listed · SEC ↗

Q2 2026
Jul 10 Buska Wealth Management, LLC

13F-HR · $277.30M reported · 81 holdings listed · SEC ↗

Q2 2026
Jul 10 Peirce Capital Management, LLC

13F-HR · $272.74M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 10 Clarus Wealth Advisors

13F-HR · $259.51M reported · 86 holdings listed · SEC ↗

Q2 2026
Jul 10 GoalFusion Wealth Management, LLC

13F-HR · $247.66M reported · 32 holdings listed · SEC ↗

Q2 2026
Jul 10 Hrc Wealth Management, Llc

13F-HR · $244.42M reported · 65 holdings listed · SEC ↗

Q2 2026
Jul 10 Sunesis Advisors, LLC

13F-HR · $241.86M reported · 61 holdings listed · SEC ↗

Q2 2026
Jul 10 First Community Trust Na

13F-HR · $221.42M reported · 333 holdings listed · SEC ↗

Q2 2026
Jul 10 Ausbil Investment Management Ltd

13F-HR · $221.02M reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 10 Envision Financial LLC

13F-HR · $217.09M reported · 48 holdings listed · SEC ↗

Q2 2026
Jul 10 Kennicott Capital Management Llc

13F-HR · $215.88M reported · 46 holdings listed · SEC ↗

Q2 2026
Jul 10 Kentucky Trust Co

13F-HR · $207.90M reported · 316 holdings listed · SEC ↗

Q2 2026
Jul 10 Stephens Group, LLC

13F-HR · $206.32M reported · 4 holdings listed · SEC ↗

Q2 2026
← Previous Page 110 / 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