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.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

8,846 of approximately 8,795 expected managers have filed for Q2 2026 (100.6%) — “expected” = the prior season's filer count

9,19113F-HR reports
$79.39TΣ reported value
4.40MPositions reported
133Amendments
1,935Notice filings
Jul 01First filed
Aug 24Latest filed

Σ value = cover-page totals as reported, across 9,191 of 9,191 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

Reports per week Jun 29 → Aug 24 47.0% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+44,928New positions
−33,472Full exits
208,564Increased
163,758Reduced
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 →

Most accumulated · most reduced

Most accumulated so far

SecurityΔ holdersNewHolders
FDXF FedEx Freight… +162 +163 163
SPCX Space Exploration… +162 +163 163
HONA Honeywell Aerospace… +158 +158 158
TRI Thomson Reuters… +116 +117 118
VGNT Versigent PLC +103 +106 118
CBRS Cerebras Systems… +100 +101 101
KEEL Keel Infrastructure… +92 +92 92
WSE Wise Group plc… +86 +87 87

Most reduced so far

SecurityΔ holdersExitsHolders
MAPS -54 −54 3
SNBRQ -51 −52 3
SGMOQ -40 −41 3
WIX Wix.com Ltd. -21 −25 93
NVRI Enviri Corporation -21 −23 54
MNDY monday.com Ltd. -19 −25 93
MQ Marqeta, Inc. -19 −22 81
EPAM EPAM Systems, Inc. -18 −27 121

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 Hrt Financial Lp

+1260 new positions this quarter (4,119 total)

07 Citadel Advisors

+1090 new positions this quarter (16,127 total)

08 Jane Street Group, Llc

+972 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
Berkley W R Corp new holdings Aug 14 Aug 24 $2.10B → $78.43M (-96.3%) SEC ↗
Alaska Permanent Fund Corp restatement Aug 03 Aug 24 $1.44B → $1.51M (-99.9%) SEC ↗
First Eagle Investment Management… new holdings Aug 05 Aug 24 $59.92B → $60.75B (+1.4%) SEC ↗
Caz Investments Lp new holdings Aug 13 Aug 24 $95.93M → $452.92M (+372.2%) SEC ↗
California State Teachers… restatement Aug 24 Aug 24 $108.62B → $108.62B (0.0%) SEC ↗
Royalty Pharma Sub-Manager, LLC restatement Aug 14 Aug 21 $241.92M → $241.92M (0.0%) SEC ↗
West Michigan Advisors, Llc restatement Jul 24 Aug 21 $455.19M → $526.14M (+15.6%) SEC ↗
Nokomis Capital, L.L.C. restatement Aug 14 Aug 21 $298.09M → $290.30M (-2.6%) SEC ↗
Harvey Capital Management Inc restatement Aug 17 Aug 21 $486.25M → $486.25M (0.0%) SEC ↗
Assenagon Asset Management S.A. new holdings Jul 08 Aug 21 $80.18B → $80.20B (0.0%) SEC ↗
Condire Management, LP new holdings Aug 14 Aug 20 $854.89M → $87.45M (-89.8%) SEC ↗
Pandowealth. LLC restatement Aug 07 Aug 20 $110.54M → $121.46M (+9.9%) SEC ↗
Arbiter Partners Capital Management… new holdings Aug 10 Aug 19 $189.91M → $189.80M (-0.1%) SEC ↗
Cantor Fitzgerald, L. P. new holdings Aug 14 Aug 19 $9.23B → $9.31B (+0.9%) SEC ↗
Kalehua Capital Management LLC new holdings Aug 14 Aug 19 $139.53M → $173.96M (+24.7%) 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 101–200 of 11,259 filings in this season

Aug 18 JDM Financial Group LLC

13F-HR · $292.90M · 332 positions · SEC ↗

Q2 2026
Aug 18 Strait & Sound Wealth Management LLC

13F-HR · $285.22M · 177 positions · SEC ↗

Q2 2026
Aug 18 Twin Lakes Capital Management, LLC

13F-HR · $261.53M · 210 positions · SEC ↗

Q2 2026
Aug 18 Unconventional Investor, LLC

13F-HR · $241.75M · 49 positions · SEC ↗

Q2 2026
Aug 18 First Nebraska Trust Co

13F-HR · $227.66M · 86 positions · SEC ↗

Q2 2026
Aug 18 Tilia Fiduciary Partners, Inc.

13F-HR · $210.98M · 127 positions · SEC ↗

Q2 2026
Aug 18 Capasso Planning Partners LLC

13F-HR · $200.51M · 86 positions · SEC ↗

Q2 2026
Aug 18 Henson-Edgewater Management, LLC

13F-HR · $191.99M · 66 positions · SEC ↗

Q2 2026
Aug 18 Concorde Asset Management, LLC

13F-HR · $172.84M · 152 positions · SEC ↗

Q2 2026
Aug 18 Copia Wealth Management

13F-HR · $166.47M · 570 positions · SEC ↗

Q2 2026
Aug 18 Madrid Financial Services

13F-HR · $159.92M · 24 positions · SEC ↗

Q2 2026
Aug 18 Crcm Lp

13F-HR/A · $152.15M · 14 positions · SEC ↗

Q2 2026
Aug 18 Crcm Lp

13F-HR/A · $151.94M · 12 positions · SEC ↗

Q2 2026
Aug 18 Bridger Management, Llc

13F-HR · $150.09M · 24 positions · SEC ↗

Q2 2026
Aug 18 Sankala Group LLC

13F-HR · $149.83M · 636 positions · SEC ↗

Q2 2026
Aug 18 Cannell Capital Llc

13F-HR · $149.12M · 36 positions · SEC ↗

Q2 2026
Aug 18 Madrid Financial Services

13F-HR · $147.62M · 24 positions · SEC ↗

Q2 2026
Aug 18 Madrid Financial Services

13F-HR · $139.14M · 20 positions · SEC ↗

Q2 2026
Aug 18 Madrid Financial Services

13F-HR · $137.30M · 17 positions · SEC ↗

Q2 2026
Aug 18 Leo H. Evart, Inc.

13F-HR · $126.63M · 328 positions · SEC ↗

Q2 2026
Aug 18 Madrid Financial Services

13F-HR · $125.94M · 20 positions · SEC ↗

Q2 2026
Aug 18 Nest Investments, LLC

13F-HR · $123.03M · 35 positions · SEC ↗

Q2 2026
Aug 18 Nest Investments, LLC

13F-HR · $119.52M · 36 positions · SEC ↗

Q2 2026
Aug 18 RIHO Partners, LLC

13F-HR · $17.77M · 14 positions · SEC ↗

Q2 2026
Aug 18 Mint Tower Capital Management B.V.

13F-HR · $871,415 · 346 positions · SEC ↗

Q2 2026
Aug 18 Pin Oak Investment Advisors Inc

13F-HR/A · $140,567 · 564 positions · SEC ↗

Q2 2026
Aug 18 Thomas H Lee Partners Lp

13F-HR · 1 positions · SEC ↗

Q2 2026
Aug 18 Thomas H Lee Partners Lp

13F-HR · 1 positions · SEC ↗

Q2 2026
Aug 18 VYC27 Ltd

13F-NT · SEC ↗

Q2 2026
Aug 18 Vy Space III, L.P.

13F-NT · SEC ↗

Q2 2026
Aug 18 Vy Fund II, L.P.

13F-NT · SEC ↗

Q2 2026
Aug 18 VYC25 Ltd

13F-NT · SEC ↗

Q2 2026
Aug 18 VY Fund I, L.P.

13F-NT · SEC ↗

Q2 2026
Aug 18 Mizuho Securities Co. Ltd.

13F-NT · SEC ↗

Q2 2026
Aug 18 Vy Space II, L.P.

13F-NT · SEC ↗

Q2 2026
Aug 18 Vy Fund Iii L.P.

13F-NT · SEC ↗

Q2 2026
Aug 18 Vy Nous, L.P.

13F-NT · SEC ↗

Q2 2026
Aug 17 Corient Private Wealth LP

13F-HR/A · $77.49B · 3,198 positions · top holding: IVV · +326 new · −171 exits · analysis · SEC ↗

Q2 2026
Aug 17 Capstone Investment Advisors, Llc

13F-HR · $54.04B · 1,641 positions · 1 other managers included · top holding: MSFT · +313 new · −246 exits · analysis · SEC ↗

Q2 2026
Aug 17 Fayez Sarofim & Co

13F-HR · $42.54B · 536 positions · 4 other managers included · top holding: AAPL · +16 new · −10 exits · analysis · SEC ↗

Q2 2026
Aug 17 Value Aligned Research Advisors, LLC

13F-HR · $40.11B · 123 positions · SEC ↗

Q2 2026
Aug 17 Public Employees Retirement System Of Ohio

13F-HR · $34.02B · 2,334 positions · SEC ↗

Q2 2026
Aug 17 Empowered Funds, LLC

13F-HR · $18.98B · 7,205 positions · 37 other managers included · SEC ↗

Q2 2026
Aug 17 United Capital Financial Advisors, Llc

13F-HR · $18.15B · 1,622 positions · 1 other managers included · SEC ↗

Q2 2026
Aug 17 Equitable Holdings, Inc.

13F-HR · $16.75B · 1,835 positions · 3 other managers included · SEC ↗

Q2 2026
Aug 17 Jefferies Financial Group Inc.

13F-HR · $15.19B · 1,621 positions · 6 other managers included · SEC ↗

Q2 2026
Aug 17 Pure Financial Advisors, LLC

13F-HR · $7.86B · 636 positions · SEC ↗

Q2 2026
Aug 17 American Family Investments, Inc.

13F-HR · $5.54B · 13 positions · 4 other managers included · SEC ↗

Q2 2026
Aug 17 Hill City Capital, LP

13F-HR/A · $4.28B · 28 positions · SEC ↗

Q2 2026
Aug 17 Altarock Partners Lp

13F-HR · $4.24B · 8 positions · SEC ↗

Q2 2026
Aug 17 Pacific Heights Asset Management Llc

13F-HR · $3.16B · 77 positions · SEC ↗

Q2 2026
Aug 17 Stonehage Fleming Financial Services Holdings Ltd

13F-HR · $2.93B · 276 positions · 1 other managers included · SEC ↗

Q2 2026
Aug 17 Proficio Capital Partners LLC

13F-HR · $2.79B · 691 positions · 1 other managers included · SEC ↗

Q2 2026
Aug 17 Centaurus Financial, Inc.

13F-HR · $2.59B · 1,115 positions · SEC ↗

Q2 2026
Aug 17 Hamilton Capital, LLC

13F-HR · $2.02B · 159 positions · SEC ↗

Q2 2026
Aug 17 Dearborn Partners Llc

13F-HR/A · $1.77B · 303 positions · SEC ↗

Q2 2026
Aug 17 Coastal Bridge Advisors, LLC

13F-HR · $1.62B · 471 positions · 1 other managers included · SEC ↗

Q2 2026
Aug 17 Adelante Capital Management LLC

13F-HR · $1.52B · 42 positions · SEC ↗

Q2 2026
Aug 17 Transamerica Financial Advisors, LLC

13F-HR · $1.18B · 2,188 positions · 1 other managers included · SEC ↗

Q2 2026
Aug 17 MASTERINVEST Kapitalanlage GmbH

13F-HR · $1.16B · 300 positions · SEC ↗

Q2 2026
Aug 17 WNY Asset Management, LLC

13F-HR · $1.12B · 261 positions · SEC ↗

Q2 2026
Aug 17 Silver Point Capital L.P.

13F-HR · $1.10B · 14 positions · SEC ↗

Q2 2026
Aug 17 Blue Edge Capital, LLC

13F-HR · $832.77M · 137 positions · SEC ↗

Q2 2026
Aug 17 PenderFund Capital Management Ltd.

13F-HR · $780.08M · 231 positions · SEC ↗

Q2 2026
Aug 17 XXEC, Inc.

13F-HR/A · $770.13M · 23 positions · SEC ↗

Q2 2026
Aug 17 Legacy Edge Advisors, LLC

13F-HR · $748.87M · 198 positions · SEC ↗

Q2 2026
Aug 17 Palo Alto Investors LP

13F-HR · $723.72M · 52 positions · SEC ↗

Q2 2026
Aug 17 Larch Capital Partners Llc

13F-HR · $699.57M · 58 positions · SEC ↗

Q2 2026
Aug 17 Asset Allocation Strategies LLC

13F-HR · $649.08M · 177 positions · SEC ↗

Q2 2026
Aug 17 Legacy Edge Advisors, LLC

13F-HR · $640.95M · 181 positions · SEC ↗

Q2 2026
Aug 17 Kahn Brothers Group Inc

13F-HR/A · $632.67M · 48 positions · SEC ↗

Q2 2026
Aug 17 Legacy Edge Advisors, LLC

13F-HR · $629.99M · 177 positions · SEC ↗

Q2 2026
Aug 17 Legacy Edge Advisors, LLC

13F-HR · $625.98M · 183 positions · SEC ↗

Q2 2026
Aug 17 Seven Fleet Capital Management LP

13F-HR · $605.92M · 114 positions · 1 other managers included · SEC ↗

Q2 2026
Aug 17 Ma Investment Partnership, LP

13F-HR · $561.43M · 13 positions · SEC ↗

Q2 2026
Aug 17 Brasada Capital Management, Lp

13F-HR/A · $558.49M · 152 positions · SEC ↗

Q2 2026
Aug 17 Legacy Edge Advisors, LLC

13F-HR · $542.71M · 175 positions · SEC ↗

Q2 2026
Aug 17 Integrated Investment Consultants, LLC

13F-HR · $507.79M · 637 positions · 12 other managers included · SEC ↗

Q2 2026
Aug 17 Harvey Capital Management Inc

13F-HR · $486.25M · 92 positions · SEC ↗

Q2 2026
Aug 17 Legacy Edge Advisors, LLC

13F-HR · $479.87M · 164 positions · SEC ↗

Q2 2026
Aug 17 Valueworks Llc

13F-HR · $479.21M · 38 positions · SEC ↗

Q2 2026
Aug 17 Legacy Edge Advisors, LLC

13F-HR · $437.00M · 158 positions · SEC ↗

Q2 2026
Aug 17 Grandeur Peak Global Advisors, LLC

13F-HR/A · $432.05M · 75 positions · SEC ↗

Q2 2026
Aug 17 Almitas Capital LLC

13F-HR · $417.36M · 130 positions · SEC ↗

Q2 2026
Aug 17 McMill Wealth Management

13F-HR/A · $416.91M · 61 positions · SEC ↗

Q2 2026
Aug 17 Payne Capital Management, LLC

13F-HR · $375.04M · 88 positions · SEC ↗

Q2 2026
Aug 17 Graybill Wealth Management, Ltd.

13F-HR · $371.53M · 85 positions · SEC ↗

Q2 2026
Aug 17 Yukon Wealth Management, Inc.

13F-HR · $349.38M · 132 positions · SEC ↗

Q2 2026
Aug 17 Bank OZK

13F-HR · $336.67M · 280 positions · SEC ↗

Q2 2026
Aug 17 Camarda Financial Advisors, LLC

13F-HR · $330.55M · 122 positions · SEC ↗

Q2 2026
Aug 17 Windward Management LP

13F-HR · $329.45M · 13 positions · SEC ↗

Q2 2026
Aug 17 PSquared Asset Management AG

13F-HR · $305.99M · 18 positions · SEC ↗

Q2 2026
Aug 17 Formula Growth Ltd

13F-HR · $284.33M · 145 positions · SEC ↗

Q2 2026
Aug 17 Ruggaard & Associates LLC

13F-HR · $278.69M · 147 positions · SEC ↗

Q2 2026
Aug 17 Wealth Management Strategies, Inc.

13F-HR · $255.92M · 45 positions · SEC ↗

Q2 2026
Aug 17 First Nebraska Trust Co

13F-HR · $246.58M · 88 positions · SEC ↗

Q2 2026
Aug 17 N10 Assets, Llc

13F-HR · $231.30M · 34 positions · SEC ↗

Q2 2026
Aug 17 Strive Financial Group ,LLC

13F-HR/A · $230.14M · 854 positions · SEC ↗

Q2 2026
Aug 17 Brooks, Moore & Associates, Inc.

13F-HR · $222.92M · 114 positions · SEC ↗

Q2 2026
Aug 17 FSA Advisors, Inc.

13F-HR/A · $218.07M · 262 positions · SEC ↗

Q2 2026
← Previous Page 2 / 113 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