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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
8,56813F-HR reports
$60.40TΣ reported value
4.03MHoldings listedall filers · Q2 2025
264Amendments
1,837Notice filings
Jul 01First filed
Oct 07Latest filed

Σ value = cover-page totals as reported, across 8,568 of 8,568 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,568 reports filed Jul 01 to May 29; busiest day Aug 14 with 1,7514909801,4701,961Jul 01: 18 reportsJul 02: 21 reportsJul 03: 19 reportsJul 07: 93 reportsJul 08: 123 reportsJul 09: 167 reportsJul 10: 132 reportsJul 11: 136 reportsJul 14: 132 reportsJul 15: 203 reportsJul 16: 182 reportsJul 17: 221 reportsJul 18: 149 reportsJul 21: 184 reportsJul 22: 207 reportsJul 23: 222 reportsJul 24: 167 reportsJul 25: 171 reportsJul 28: 140 reportsJul 29: 223 reportsJul 30: 197 reportsJul 31: 205 reportsAug 01: 258 reportsAug 04: 161 reportsAug 05: 252 reportsAug 06: 246 reportsAug 07: 270 reportsAug 08: 294 reportsAug 11: 345 reportsAug 12: 532 reportsAug 13: 736 reportsAug 14: 1,751 reportsAug 15: 125 reportsAug 18: 34 reportsAug 19: 21 reportsAug 20: 8 reportsAug 21: 8 reportsAug 22: 5 reportsAug 25: 4 reportsAug 26: 8 reportsAug 27: 27 reportsAug 28: 16 reportsAug 29: 7 reportsSep 02: 20 reportsSep 03: 4 reportsSep 04: 8 reportsSep 05: 7 reportsSep 08: 5 reportsSep 09: 8 reportsSep 10: 1 reportsSep 11: 2 reportsSep 15: 2 reportsSep 19: 5 reportsSep 22: 5 reportsSep 23: 3 reportsSep 24: 21 reportsSep 25: 21 reportsSep 26: 1 reportsSep 29: 4 reportsSep 30: 6 reportsMar 02: 1 reportsMar 06: 1 reportsMar 09: 1 reportsMar 12: 2 reportsMar 17: 1 reportsMar 24: 2 reportsMar 26: 1 reportsApr 14: 1 reportsApr 17: 1 reportsApr 20: 1 reportsApr 22: 1 reportsApr 24: 1 reportsMay 12: 1 reportsMay 15: 3 reportsMay 19: 1 reportsMay 20: 1 reportsMay 21: 1 reportsMay 28: 1 reportsMay 29: 3 reports100%45-day deadline · Aug 141,751 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 15Oct 1Oct 15Nov 1Nov 15Dec 1Dec 15Jan 1Jan 15Feb 1Feb 15Mar 1Mar 15Apr 1Apr 15May 1May 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.
50.6% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+6,575New positions
−5,785Full exits
22,847Increased
18,406Reduced
53Comparable 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
RAL Ralliant Corp +17 +17 20
CRCL Circle Internet… +16 +16 19
ETOR eToro Group Ltd. +15 +15 17
B Barrick Mining… +15 +15 18
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CIB Grupo Cibest S.A. +13 +13 16
CAI Caris Life… +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
ALKT Alkami Technology… -6 −6 11
JD JD.com, Inc. -5 −6 17
VSTS Vestis Corporation -5 −6 14
HTHT H World Group… -5 −5 11
DECK Deckers Outdoor… -5 −5 17
DD DuPont de Nemours… -5 −5 21
IIIV i3 Verticals, Inc. -5 −5 9
MZTI The Marzetti Company -5 −5 13

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.18T 16,643 Aug 11
2 BlackRock $5.25T 49,987 Aug 12
3 State Street Global Advisors $2.67T 4,260 Aug 14
4 Fidelity (FMR) $1.77T 13,187 Aug 14
5 Morgan Stanley $1.54T 44,865 Aug 14
6 JPMorgan Chase $1.53T 31,400 Aug 12
7 Geode Capital Management $1.43T 8,497 Aug 08
8 Bank Of America Corp /De/ $1.37T 28,404 Aug 14
9 Norges Bank $801.15B 1,707 Aug 13
10 Goldman Sachs Group $736.09B 13,021 Aug 14
11 Northern Trust Corp $727.16B 20,680 Aug 13
12 Susquehanna International Group, Llp $719.81B 14,120 Aug 14
Notable manager changes
01 Coatue Management

Reported value +58.3% QoQ ($22.68B → $35.90B)

→
02 Gotham Asset Management

Reported value +39.5% QoQ ($11.98B → $16.71B)

→
03 Altimeter Capital

Reported value +39.4% QoQ ($4.97B → $6.93B)

→
04 ARK Investment Management

Reported value +36.5% QoQ ($9.99B → $13.64B)

→
05 Citadel Advisors

+1193 new positions this quarter (15,124 total)

→
06 Marshall Wace

+692 new positions this quarter (5,574 total)

→
07 Renaissance Technologies

+594 new positions this quarter (3,522 total)

→
08 Two Sigma Investments

+489 new positions this quarter (3,150 total)

→
09 Point72 Asset Management

Top-10 concentration 12% → 17% (+4.4pp)

→
10 Bridgewater Associates

Top-10 concentration 32% → 36% (+4.3pp)

→

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 Aug 05 Oct 07 $1.72B → $2.14B (+24.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 20 Sep 18 $6.97B → $6.79B (-2.6%) SEC ↗
Boston Research & Management Inc new holdings Aug 12 Sep 04 $418,373 → $423.31M (+101079.3%) SEC ↗
Redwood Investment Management, LLC restatement Aug 14 Aug 26 $943,212 → $943,212 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Aug 14 Aug 26 $4.71B → $188.95M (-96.0%) SEC ↗
Advisors Asset Management, Inc. restatement Aug 12 Aug 24 $5.59B → $5.59B (0.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Aug 12 Aug 21 $5.59B → $60,725 (-100.0%) SEC ↗
Hbk Investments L P new holdings Aug 13 Aug 14 $4.72B → $2.94B (-37.6%) SEC ↗
Militia Capital Partners, LP new holdings Aug 14 Aug 14 $214.61M → $432.71M (+101.6%) SEC ↗
Oxford Asset Management Llp new holdings Aug 14 Aug 14 $276.48M → $3.08M (-98.9%) SEC ↗
Oddo Bhf Asset Management Sas new holdings Aug 14 Aug 14 $2.54B → $89.64M (-96.5%) SEC ↗
OCONNOR, A Distinct Business Unit… new holdings Aug 14 Aug 14 $1.95B → $90.45M (-95.4%) SEC ↗
Torno Capital, Llc new holdings Aug 14 Aug 14 $547.33M → $949.67M (+73.5%) SEC ↗
Jump Financial, LLC new holdings Aug 13 Aug 13 $9.08B → $14.91M (-99.8%) 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 2,001–2,100 of 10,669 individual filing documents

Aug 14 Beaconlight Capital, Llc

13F-HR · $175.22M reported · 30 holdings listed · SEC ↗

Q2 2025
Aug 14 Avid Wealth Partners LLC

13F-HR · $174.78M reported · 52 holdings listed · SEC ↗

Q2 2025
Aug 14 DHK Financial Advisors, Inc.

13F-HR · $173.89M reported · 87 holdings listed · SEC ↗

Q2 2025
Aug 14 Susquehanna Capital Management, LLC

13F-HR · $173.09M reported · 2 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Aug 14 True Blue (BVI) Ltd

13F-HR · $172.18M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 14 MSD Partners, L.P.

13F-HR · $172.14M reported · 7 holdings listed · SEC ↗

Q2 2025
Aug 14 Sycamore Partners Management, L.P.

13F-HR · $171.97M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 14 Honeycomb Asset Management LP

13F-HR · $171.89M reported · 19 holdings listed · SEC ↗

Q2 2025
Aug 14 Treasure Coast Financial Planning

13F-HR · $171.62M reported · 42 holdings listed · SEC ↗

Q2 2025
Aug 14 Black Diamond Capital Management, L.L.C.

13F-HR · $171.58M reported · 13 holdings listed · SEC ↗

Q2 2025
Aug 14 Clarity Capital Advisors, LLC

13F-HR · $171.44M reported · 87 holdings listed · SEC ↗

Q2 2025
Aug 14 Vernal Point Advisors, LLC

13F-HR · $171.42M reported · 19 holdings listed · SEC ↗

Q2 2025
Aug 14 Salzhauer Michael

13F-HR · $170.93M reported · 80 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 14 Matrix Private Capital Group Llc

13F-HR · $170.09M reported · 131 holdings listed · SEC ↗

Q2 2025
Aug 14 Corient IA LP

13F-HR · $169.82M reported · 308 holdings listed · SEC ↗

Q2 2025
Aug 14 First International Bank of Israel Ltd.

13F-HR · $169.77M reported · 56 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 14 Bardin Hill Management Partners Lp

13F-HR · $169.67M reported · 41 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 14 Redpoint Management, LLC

13F-HR · $169.66M reported · 5 holdings listed · SEC ↗

Q2 2025
Aug 14 Kmt Wealth Management, Llc

13F-HR · $169.44M reported · 16 holdings listed · SEC ↗

Q2 2025
Aug 14 Concorde Financial Corp

13F-HR · $169.12M reported · 55 holdings listed · SEC ↗

Q2 2025
Aug 14 LRT Capital Management, LLC

13F-HR · $168.66M reported · 76 holdings listed · SEC ↗

Q2 2025
Aug 14 Plustick Management Llc

13F-HR · $168.63M reported · 26 holdings listed · SEC ↗

Q2 2025
Aug 14 Gate City Capital Management, Llc

13F-HR · $167.78M reported · 16 holdings listed · SEC ↗

Q2 2025
Aug 14 Clarity Asset Management, Inc.

13F-HR · $167.58M reported · 250 holdings listed · SEC ↗

Q2 2025
Aug 14 Anabranch Capital Management, LP

13F-HR · $167.45M reported · 6 holdings listed · SEC ↗

Q2 2025
Aug 14 Vision One Management Partners, LP

13F-HR · $166.67M reported · 9 holdings listed · SEC ↗

Q2 2025
Aug 14 Legion Partners Asset Management, LLC

13F-HR · $166.36M reported · 7 holdings listed · SEC ↗

Q2 2025
Aug 14 Seven Mile Advisory

13F-HR · $166.35M reported · 180 holdings listed · SEC ↗

Q2 2025
Aug 14 Strive Asset Management, LLC

13F-HR · $166.18M reported · 84 holdings listed · SEC ↗

Q2 2025
Aug 14 Kintra Wealth, Llc

13F-HR · $166.10M reported · 117 holdings listed · SEC ↗

Q2 2025
Aug 14 Prospect Capital Advisors, LLC

13F-HR · $166.02M reported · 50 holdings listed · SEC ↗

Q2 2025
Aug 14 Masterton Capital Management, LP

13F-HR · $165.45M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 14 Soviero Asset Management, LP

13F-HR · $165.39M reported · 55 holdings listed · SEC ↗

Q2 2025
Aug 14 Valley Financial Group, Inc.

13F-HR · $165.06M reported · 61 holdings listed · SEC ↗

Q2 2025
Aug 14 Absoluto Partners Gestao de Recursos Ltda

13F-HR · $164.03M reported · 30 holdings listed · SEC ↗

Q2 2025
Aug 14 Schwallier Wealth Management LLC

13F-HR · $163.64M reported · 52 holdings listed · SEC ↗

Q2 2025
Aug 14 Alden Global Capital LLC

13F-HR · $162.51M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 14 Godshalk Welsh Capital Management, Inc.

13F-HR · $162.33M reported · 130 holdings listed · SEC ↗

Q2 2025
Aug 14 Wealth Preservation Advisors, LLC

13F-HR · $162.19M reported · 714 holdings listed · SEC ↗

Q2 2025
Aug 14 Hara Capital LLC

13F-HR · $161.37M reported · 329 holdings listed · SEC ↗

Q2 2025
Aug 14 Straightline Group Llc

13F-HR · $160.33M reported · 12 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 14 Tenzing Global Management, LLC

13F-HR · $159.61M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 14 Hyperion Capital Advisors LP

13F-HR · $159.52M reported · 62 holdings listed · SEC ↗

Q2 2025
Aug 14 22Nw, Lp

13F-HR · $158.81M reported · 21 holdings listed · SEC ↗

Q2 2025
Aug 14 T. Rowe Price Investment Management, Inc.

13F-HR · $158.37M reported · 684 holdings listed · SEC ↗

Q2 2025
Aug 14 Helium Advisors LLC

13F-HR · $158.15M reported · 105 holdings listed · SEC ↗

Q2 2025
Aug 14 Mpwm Advisory Solutions, Llc

13F-HR · $158.05M reported · 532 holdings listed · SEC ↗

Q2 2025
Aug 14 Arthedge Capital Management, LLC

13F-HR · $157.72M reported · 11 holdings listed · SEC ↗

Q2 2025
Aug 14 STAR Financial Bank

13F-HR · $157.71M reported · 127 holdings listed · SEC ↗

Q2 2025
Aug 14 Mill Road Capital Management LLC

13F-HR · $156.16M reported · 25 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 14 Harvest Investment Advisors, LLC

13F-HR · $155.46M reported · 58 holdings listed · SEC ↗

Q2 2025
Aug 14 Msd Capital, L.P.

13F-HR · $154.87M reported · 3 holdings listed · SEC ↗

Q2 2025
Aug 14 Omega Fund Management, LLC

13F-HR · $154.44M reported · 13 holdings listed · SEC ↗

Q2 2025
Aug 14 Sarissa Capital Management LP

13F-HR · $154.39M reported · 7 holdings listed · SEC ↗

Q2 2025
Aug 14 Great Point Partners Llc

13F-HR · $153.80M reported · 26 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 14 Creegan & Nassoura Financial Group, LLC

13F-HR · $153.65M reported · 75 holdings listed · SEC ↗

Q2 2025
Aug 14 Decagon Asset Management LLP

13F-HR · $153.40M reported · 56 holdings listed · SEC ↗

Q2 2025
Aug 14 Acorn Capital Advisors, Llc

13F-HR · $152.89M reported · 21 holdings listed · SEC ↗

Q2 2025
Aug 14 Gallo Partners, LP

13F-HR · $152.88M reported · 48 holdings listed · SEC ↗

Q2 2025
Aug 14 Lloyd Harbor Capital Management, LLC

13F-HR · $152.46M reported · 17 holdings listed · SEC ↗

Q2 2025
Aug 14 Sectoral Asset Management Inc

13F-HR · $151.46M reported · 94 holdings listed · SEC ↗

Q2 2025
Aug 14 Eight 31 Financial, Llc

13F-HR · $151.46M reported · 65 holdings listed · SEC ↗

Q2 2025
Aug 14 Mountaineer Partners Management, LLC

13F-HR · $151.30M reported · 32 holdings listed · SEC ↗

Q2 2025
Aug 14 Starwood Capital Group Management, L.L.C.

13F-HR · $151.21M reported · 8 holdings listed · SEC ↗

Q2 2025
Aug 14 Bain Capital Public Equity, LP

13F-HR · $151.15M reported · 27 holdings listed · SEC ↗

Q2 2025
Aug 14 Papamarkou Wellner Asset Management inc.

13F-HR · $151.12M reported · 79 holdings listed · SEC ↗

Q2 2025
Aug 14 Soapstone Management L.P.

13F-HR · $150.68M reported · 15 holdings listed · SEC ↗

Q2 2025
Aug 14 Aberdeen Wealth Management LLC

13F-HR · $150.43M reported · 165 holdings listed · SEC ↗

Q2 2025
Aug 14 Royal Capital Wealth Management, LLC

13F-HR · $150.36M reported · 86 holdings listed · SEC ↗

Q2 2025
Aug 14 Guardian Wealth Management, Inc.

13F-HR · $150.21M reported · 61 holdings listed · SEC ↗

Q2 2025
Aug 14 Sapience Investments, LLC

13F-HR · $149.71M reported · 89 holdings listed · SEC ↗

Q2 2025
Aug 14 Gould Capital, LLC

13F-HR · $149.67M reported · 213 holdings listed · SEC ↗

Q2 2025
Aug 14 Acas, Llc

13F-HR · $149.22M reported · 93 holdings listed · SEC ↗

Q2 2025
Aug 14 Graney & King, LLC

13F-HR · $149.00M reported · 348 holdings listed · SEC ↗

Q2 2025
Aug 14 FourWorld Capital Management LLC

13F-HR · $148.54M reported · 22 holdings listed · SEC ↗

Q2 2025
Aug 14 Redwood Financial Network Corp

13F-HR · $148.01M reported · 172 holdings listed · SEC ↗

Q2 2025
Aug 14 Newport Capital Group, LLC

13F-HR · $147.57M reported · 64 holdings listed · SEC ↗

Q2 2025
Aug 14 Capital & Planning, Llc

13F-HR · $147.26M reported · 36 holdings listed · SEC ↗

Q2 2025
Aug 14 Wilkins Miller Wealth Management, LLC

13F-HR · $147.00M reported · 89 holdings listed · SEC ↗

Q2 2025
Aug 14 Grizzlyrock Capital, Llc

13F-HR · $146.78M reported · 22 holdings listed · SEC ↗

Q2 2025
Aug 14 Barrier Capital Management, LLC

13F-HR · $146.50M reported · 14 holdings listed · SEC ↗

Q2 2025
Aug 14 Lansing Management LP

13F-HR · $145.95M reported · 8 holdings listed · SEC ↗

Q2 2025
Aug 14 XY Capital Ltd

13F-HR · $145.36M reported · 40 holdings listed · SEC ↗

Q2 2025
Aug 14 Vienna Asset Management LLC

13F-HR · $145.12M reported · 52 holdings listed · SEC ↗

Q2 2025
Aug 14 LWM Advisory Services, LLC

13F-HR · $145.00M reported · 90 holdings listed · SEC ↗

Q2 2025
Aug 14 Argosy-Lionbridge Management, LLC

13F-HR · $144.66M reported · 12 holdings listed · SEC ↗

Q2 2025
Aug 14 Note Advisors, LLC

13F-HR · $144.59M reported · 74 holdings listed · SEC ↗

Q2 2025
Aug 14 Challenger Wealth Management

13F-HR · $144.20M reported · 109 holdings listed · SEC ↗

Q2 2025
Aug 14 Axon Enterprise, Inc.

13F-HR · $144.00M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 14 Widmann Financial Services, Inc.

13F-HR · $143.41M reported · 108 holdings listed · SEC ↗

Q2 2025
Aug 14 Integrity Wealth Advisors, Inc.

13F-HR · $143.10M reported · 64 holdings listed · SEC ↗

Q2 2025
Aug 14 Repertoire Partners LP

13F-HR · $142.80M reported · 10 holdings listed · SEC ↗

Q2 2025
Aug 14 Great Hill Partners, L.P.

13F-HR · $142.62M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 14 Hurley Capital, LLC

13F-HR · $142.62M reported · 526 holdings listed · SEC ↗

Q2 2025
Aug 14 ECP ControlCo, LLC

13F-HR · $141.46M reported · 3 holdings listed · 6 other managers included · SEC ↗

Q2 2025
Aug 14 Blue Capital, Inc.

13F-HR · $141.05M reported · 85 holdings listed · SEC ↗

Q2 2025
Aug 14 Forest Hill Capital, LLC

13F-HR · $140.93M reported · 36 holdings listed · SEC ↗

Q2 2025
Aug 14 Knoll Capital Management, LLC

13F-HR · $140.65M reported · 38 holdings listed · SEC ↗

Q2 2025
Aug 14 Twenty Acre Capital LP

13F-HR · $140.03M reported · 16 holdings listed · SEC ↗

Q2 2025
Aug 14 LSP Investment Advisors, LLC

13F-HR · $139.40M reported · 20 holdings listed · 1 other managers included · SEC ↗

Q2 2025
← Previous Page 21 / 107 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