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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
CAI Caris Life… +13 +13 16
CIB Grupo Cibest S.A. +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
IIIV i3 Verticals, Inc. -5 −5 9
HTHT H World Group… -5 −5 11
HAIN -5 −5 12
DD DuPont de Nemours… -5 −5 21
DECK Deckers Outdoor… -5 −5 17

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 201–300 of 10,669 individual filing documents

Sep 25 Beacon Financial Strategies CORP

13F-HR · $146.77M reported · 34 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $138.95M reported · 34 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $138.77M reported · 33 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $128.57M reported · 34 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $122.06M reported · 37 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $117.47M reported · 34 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $117.20M reported · 32 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $116.37M reported · 32 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $115.76M reported · 34 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $115.34M reported · 35 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $110.31M reported · 35 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $109.96M reported · 34 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $107.36M reported · 33 holdings listed · SEC ↗

Q2 2025
Sep 25 Beacon Financial Strategies CORP

13F-HR · $104.86M reported · 34 holdings listed · SEC ↗

Q2 2025
Sep 24 Texas Permanent School Fund Corp

13F-HR · $9.56B reported · 1,499 holdings listed · SEC ↗

Q2 2025
Sep 24 Caldwell Trust Co

13F-HR · $957.34M reported · 781 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Sep 24 Caldwell Trust Co

13F-HR · $952.25M reported · 774 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Sep 24 Caldwell Trust Co

13F-HR · $903.65M reported · 767 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Sep 24 Caldwell Trust Co

13F-HR · $859.06M reported · 778 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Sep 24 Sivia Capital Partners, LLC

13F-HR/A · $293.91M reported · 433 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $208.95M reported · 10 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $201.85M reported · 10 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $196.68M reported · 10 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $195.99M reported · 9 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $195.78M reported · 11 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $195.21M reported · 10 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $194.63M reported · 10 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $189.38M reported · 9 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $181.78M reported · 7 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $175.98M reported · 9 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $175.02M reported · 9 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $174.27M reported · 9 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $172.62M reported · 10 holdings listed · SEC ↗

Q2 2025
Sep 24 Burrus Financial Services, Inc.

13F-HR · $162.37M reported · 9 holdings listed · SEC ↗

Q2 2025
Sep 24 Momentum Wealth Planning, LLC

13F-HR · $117.45M reported · 39 holdings listed · SEC ↗

Q2 2025
Sep 24 Fortitude Financial, LLC

13F-HR · $112.55M reported · 30 holdings listed · SEC ↗

Q2 2025
Sep 23 Caldwell Trust Co

13F-HR · $932.08M reported · 821 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Sep 23 Rs Crum Inc.

13F-HR · $417.08M reported · 91 holdings listed · SEC ↗

Q2 2025
Sep 23 Dakota Community Bank & Trust NA

13F-HR · $199,119 reported · 103 holdings listed · SEC ↗

Q2 2025
Sep 22 Caldwell Trust Co

13F-HR · $1.00B reported · 814 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Sep 22 GatePass Capital, LLC

13F-HR · $150.86M reported · 126 holdings listed · SEC ↗

Q2 2025
Sep 22 GatePass Capital, LLC

13F-HR · $133.56M reported · 114 holdings listed · SEC ↗

Q2 2025
Sep 22 GatePass Capital, LLC

13F-HR · $92.16M reported · 110 holdings listed · SEC ↗

Q2 2025
Sep 22 IGP Investments (G.P.L.P), LP

13F-HR · $9.10M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Sep 19 Canal Capital Management, LLC

13F-HR · $634.32M reported · 188 holdings listed · SEC ↗

Q2 2025
Sep 19 Watts Gwilliam & Co., LLC

13F-HR · $632.48M reported · 246 holdings listed · SEC ↗

Q2 2025
Sep 19 Canal Capital Management, LLC

13F-HR · $597.32M reported · 162 holdings listed · SEC ↗

Q2 2025
Sep 19 Base Wealth Management LLC

13F-HR · $156.04M reported · 56 holdings listed · SEC ↗

Q2 2025
Sep 19 Base Wealth Management LLC

13F-HR · $131.27M reported · 52 holdings listed · SEC ↗

Q2 2025
Sep 18 NewGen Equity Long/Short Fund

13F-HR/A · value not stated on cover page · SEC ↗

Q2 2025
Sep 15 Amiral Gestion

13F-HR · $231.93M reported · 21 holdings listed · SEC ↗

Q2 2025
Sep 15 Arthedge Capital Management, LLC

13F-HR/A · $173.49M reported · 11 holdings listed · SEC ↗

Q2 2025
Sep 15 Migdal Insurance & Financial Holdings Ltd.

13F-HR/A · $8.42M reported · 357 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Sep 15 Amiral Gestion

13F-HR · $181,709 reported · 27 holdings listed · SEC ↗

Q2 2025
Sep 12 Valeo Financial Advisors, LLC

13F-HR/A · $4.07B reported · 797 holdings listed · SEC ↗

Q2 2025
Sep 11 L1 Capital Pty Ltd

13F-HR/A · $1.65B reported · 30 holdings listed · SEC ↗

Q2 2025
Sep 11 Silicon Valley Capital Partners

13F-HR · $958.44M reported · 303 holdings listed · SEC ↗

Q2 2025
Sep 11 Milestones Private Investment Advisors LLC

13F-HR · $135.04M reported · 119 holdings listed · SEC ↗

Q2 2025
Sep 10 WT Wealth Management

13F-HR · $337.62M reported · 147 holdings listed · SEC ↗

Q2 2025
Sep 10 Troy Asset Management Ltd

13F-HR/A · $61.90M reported · 1 holdings listed · SEC ↗

Q2 2025
Sep 10 VectorGlobal IAG, Inc.

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

Q2 2025
Sep 09 NWF Advisory Services Inc.

13F-HR · $838.55M reported · 419 holdings listed · SEC ↗

Q2 2025
Sep 09 Cambridge Financial Group, LLC

13F-HR · $266.37M reported · 137 holdings listed · SEC ↗

Q2 2025
Sep 09 Cambridge Financial Group, LLC

13F-HR · $240.31M reported · 130 holdings listed · SEC ↗

Q2 2025
Sep 09 Cambridge Financial Group, LLC

13F-HR · $235.62M reported · 136 holdings listed · SEC ↗

Q2 2025
Sep 09 Cambridge Financial Group, LLC

13F-HR · $233.89M reported · 129 holdings listed · SEC ↗

Q2 2025
Sep 09 Cambridge Financial Group, LLC

13F-HR · $218.86M reported · 127 holdings listed · SEC ↗

Q2 2025
Sep 09 Cambridge Financial Group, LLC

13F-HR · $210.39M reported · 122 holdings listed · SEC ↗

Q2 2025
Sep 09 Cambridge Financial Group, LLC

13F-HR · $191.65M reported · 126 holdings listed · SEC ↗

Q2 2025
Sep 08 Hoxton Planning & Management, LLC

13F-HR · $261.65M reported · 207 holdings listed · SEC ↗

Q2 2025
Sep 08 Alternative Investment Advisors, LLC.

13F-HR · $201.46M reported · 55 holdings listed · SEC ↗

Q2 2025
Sep 08 Alternative Investment Advisors, LLC.

13F-HR · $191.67M reported · 55 holdings listed · SEC ↗

Q2 2025
Sep 08 Alternative Investment Advisors, LLC.

13F-HR · $189.20M reported · 55 holdings listed · SEC ↗

Q2 2025
Sep 08 Ritter Alpha, LP

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

Q2 2025
Sep 05 Abn Amro Investment Solutions

13F-HR · $5.77B reported · 432 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Sep 05 Abn Amro Investment Solutions

13F-HR · $5.69B reported · 422 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Sep 05 Abn Amro Investment Solutions

13F-HR · $5.11B reported · 408 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Sep 05 Abn Amro Investment Solutions

13F-HR · $5.00B reported · 405 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Sep 05 Abn Amro Investment Solutions

13F-HR · $4.84B reported · 408 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Sep 05 HMI Capital Management, L.P.

13F-HR/A · $1.76B reported · 10 holdings listed · SEC ↗

Q2 2025
Sep 05 Ghe, Llc

13F-HR · $223.20M reported · 35 holdings listed · SEC ↗

Q2 2025
Sep 05 Prospera Capital Management, LLC

13F-HR/A · $180.65M reported · 43 holdings listed · SEC ↗

Q2 2025
Sep 05 FountainVest China Capital Partners GP3 Ltd.

13F-HR · $1.60M reported · 2 holdings listed · SEC ↗

Q2 2025
Sep 04 Osaic Holdings, Inc.

13F-HR/A · $56.17B reported · 14,706 holdings listed · 4 other managers included · analysis · SEC ↗

Q2 2025
Sep 04 Abn Amro Investment Solutions

13F-HR · $5.73B reported · 489 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Sep 04 Abn Amro Investment Solutions

13F-HR · $5.51B reported · 457 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Sep 04 Abn Amro Investment Solutions

13F-HR · $5.36B reported · 442 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Sep 04 Beacon Capital Management, Inc.

13F-HR · $1.94B reported · 125 holdings listed · SEC ↗

Q2 2025
Sep 04 SevenBridge Financial Group, LLC

13F-HR · $567.24M reported · 218 holdings listed · SEC ↗

Q2 2025
Sep 04 ZynergyRetirementPlanningLLC

13F-HR · $149.08M reported · 25 holdings listed · SEC ↗

Q2 2025
Sep 04 V. M. Manning & Co., Inc.

13F-HR · $90.47M reported · 47 holdings listed · SEC ↗

Q2 2025
Sep 04 Reynders McVeigh Capital Management, LLC

13F-HR · $2.00M reported · 195 holdings listed · SEC ↗

Q2 2025
Sep 03 American Trust

13F-HR · $1.06B reported · 302 holdings listed · 5 other managers included · SEC ↗

Q2 2025
Sep 03 Daventry Group, LP

13F-HR/A · $244.09M reported · 7 holdings listed · SEC ↗

Q2 2025
Sep 03 Ballentine Capital Advisors, Inc

13F-HR · $220.91M reported · 26 holdings listed · SEC ↗

Q2 2025
Sep 03 Q3 Asset Management

13F-HR · $283,103 reported · 46 holdings listed · SEC ↗

Q2 2025
Sep 03 Hatteras Investment Partners, LP

13F-HR · $168,881 reported · 1 holdings listed · SEC ↗

Q2 2025
Sep 02 Investors Towarzystwo Funduszy Inwestycyjnych…

13F-HR · $441.73M reported · 88 holdings listed · SEC ↗

Q2 2025
Sep 02 Investors Towarzystwo Funduszy Inwestycyjnych…

13F-HR · $404.39M reported · 85 holdings listed · SEC ↗

Q2 2025
Sep 02 Investors Towarzystwo Funduszy Inwestycyjnych…

13F-HR · $390.28M reported · 79 holdings listed · SEC ↗

Q2 2025
← Previous Page 3 / 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