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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

8,795 of approximately 8,836 expected managers have filed for Q1 2026 (99.5%); “expected” = the prior season's filer count

8,93813F-HR reports
$67.08TΣ reported value
3.63MHoldings listedall filers · Q1 2026
215Amendments
1,791Notice filings
Mar 31First filed
Oct 09Latest filed

Σ value = cover-page totals as reported, across 8,938 of 8,938 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,938 reports filed Mar 31 to Jun 30; busiest day May 15 with 1,6794709401,4101,880Mar 31: 1 reportsApr 01: 19 reportsApr 02: 18 reportsApr 03: 10 reportsApr 06: 19 reportsApr 07: 67 reportsApr 08: 140 reportsApr 09: 117 reportsApr 10: 95 reportsApr 13: 166 reportsApr 14: 142 reportsApr 15: 196 reportsApr 16: 178 reportsApr 17: 151 reportsApr 20: 166 reportsApr 21: 273 reportsApr 22: 228 reportsApr 23: 206 reportsApr 24: 232 reportsApr 27: 218 reportsApr 28: 209 reportsApr 29: 215 reportsApr 30: 191 reportsMay 01: 187 reportsMay 04: 244 reportsMay 05: 270 reportsMay 06: 230 reportsMay 07: 300 reportsMay 08: 345 reportsMay 11: 379 reportsMay 12: 443 reportsMay 13: 482 reportsMay 14: 756 reportsMay 15: 1,679 reportsMay 18: 78 reportsMay 19: 27 reportsMay 20: 16 reportsMay 21: 12 reportsMay 22: 9 reportsMay 26: 5 reportsMay 27: 9 reportsMay 28: 8 reportsMay 29: 5 reportsJun 01: 9 reportsJun 02: 8 reportsJun 03: 7 reportsJun 04: 10 reportsJun 05: 1 reportsJun 08: 7 reportsJun 09: 4 reportsJun 10: 14 reportsJun 11: 4 reportsJun 12: 15 reportsJun 15: 22 reportsJun 16: 5 reportsJun 17: 7 reportsJun 18: 24 reportsJun 22: 5 reportsJun 23: 19 reportsJun 24: 7 reportsJun 25: 3 reportsJun 26: 22 reportsJun 29: 2 reportsJun 30: 2 reports100%45-day deadline · May 151,679 on May 15Apr 1Apr 15May 1May 15Jun 1Jun 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.
49.8% of reports arrived in the final week before the May 15 deadline
What the tracked universe did this season
+45,785New positions
−40,110Full exits
208,708Increased
171,082Reduced
235Comparable 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
VSNT Versant Media… +130 +130 138
PNFP Pinnacle Financial… +127 +127 131
SUNB Sunbelt Rentals… +117 +117 118
INDV Indivior… +95 +95 97
DFTX Definium… +82 +82 86
FPS Forgent Power… +71 +71 72
MDA MDA Space Ltd +64 +64 65
RNA +64 +64 65

Most reduced so far

SecurityΔ holdersExitsHolders
TEFOF -59 −60 6
GRT-UN.TO Granite Real Estate… -46 −47 3
TSEOQ -32 −32 4
FG F&G Annuities &… -30 −38 88
FUBO fuboTV Inc. -29 −33 65
AGL Agilon Health, Inc. -27 −29 49
ELME Elme Communities -26 −38 65
WIX Wix.com Ltd. -24 −30 115

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $5.72T 50,651 May 13
2 Vanguard Capital Management Llc $4.00T 3,982 May 08
3 State Street Global Advisors $2.90T 4,269 May 15
4 Fidelity (FMR) $1.90T 13,282 May 15
5 Vanguard Portfolio Management Llc (cover page only) $1.89T 3,040 May 08
6 Morgan Stanley $1.66T 45,985 May 15
7 Geode Capital Management $1.61T 8,577 May 15
8 JPMorgan Chase $1.56T 33,063 May 13
9 Bank Of America Corp /De/ $1.37T 17,872 May 18
10 Susquehanna International Group, Llp $893.33B 14,878 May 15
11 Goldman Sachs Group $870.94B 13,579 May 15
12 Norges Bank $864.69B 1,507 May 11
Notable manager changes
01 Soroban Capital Partners LP

Reported value +261.4% QoQ ($14.33B → $51.80B)

→
02 TD Waterhouse Canada Inc.

Reported value +109.6% QoQ ($16.08B → $33.71B)

→
03 Norges Bank

Reported value -100.0% QoQ ($934.76B → $0)

→
04 Two Sigma Investments

Reported value +74.8% QoQ ($70.90B → $123.93B)

→
05 Fifth Third Bancorp

+1669 new positions this quarter (4,303 total)

→
06 Jane Street Group, Llc

+1588 new positions this quarter (19,058 total)

→
07 Susquehanna International Group, Llp

+1540 new positions this quarter (14,878 total)

→
08 Citadel Advisors

+1423 new positions this quarter (15,589 total)

→
09 Belvedere Trading LLC

Top-10 concentration 59% → 83% (+24.9pp)

→
10 Third Point

Top-10 concentration 54% → 78% (+23.6pp)

→

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
Blackstone Inc. new holdings May 15 Oct 09 $25.61B → $5.53B (-78.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 09 Sep 28 $9.41B → $9.75B (+3.6%) SEC ↗
M&T Bank Corp restatement May 12 Sep 04 $29.22B → $30.53B (+4.5%) SEC ↗
Allie Family Office LLC restatement May 14 Sep 01 $228.48M → $229.42M (+0.4%) SEC ↗
Cornerstone Financial Management LLC restatement May 08 Aug 28 $109.02M → $109.02M (0.0%) SEC ↗
Provida Pension Fund Administrator new holdings May 14 Aug 28 $0 → $5.95B SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
VELA Investment Management, LLC restatement May 08 Aug 27 $436.05M → $428.72M (-1.7%) SEC ↗
Boston Research & Management Inc new holdings Apr 10 Aug 26 $420,987 → $428.29M (+101635.0%) SEC ↗
Dakota Wealth Management restatement May 07 Aug 26 $4.62B → $4.62B (0.0%) SEC ↗
Whitebox Advisors Llc new holdings May 15 Aug 26 $8.12B → $119.84M (-98.5%) SEC ↗
Kings Path Partners LLC restatement n/a Aug 21 totals pending parse SEC ↗
Royalty Pharma Sub-Manager, LLC restatement May 14 Aug 21 $172.76M → $172.76M (0.0%) SEC ↗
Expect Equity LLC restatement May 15 Aug 19 $104.19M → $128.58M (+23.4%) 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 10,586 managers that reported this season
One row per manager: these managers filed 10,944 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

May 21 JDM Financial Group LLC

$259.35M reported · 318 holdings listed · SEC ↗

Q1 2026
May 21 7G Capital Management, Llc amended

$168.21M reported · 11 holdings listed · SEC ↗

Q1 2026
May 21 Sycamore Partners Management, L.P. amended

$103.77M reported · 1 holdings listed · SEC ↗

Q1 2026
May 21 BankChampaign, National Association

$100.83M reported · 186 holdings listed · SEC ↗

Q1 2026
May 21 CTC Alternative Strategies, Ltd.

$44.04M reported · 96 holdings listed · SEC ↗

Q1 2026
May 21 Vestor Capital, Llc

$1.39M reported · 281 holdings listed · SEC ↗

Q1 2026
May 21 Front Street Capital Management, Inc.

$753,922 reported · 73 holdings listed · SEC ↗

Q1 2026
May 21 Montchanin Asset Management, Llc

$94,052 reported · 55 holdings listed · SEC ↗

Q1 2026
May 21 Carson Group Investing, LLC

value not stated on cover page · SEC ↗

Q1 2026
May 21 Credit Mutuel Gestion

value not stated on cover page · SEC ↗

Q1 2026
May 21 Caisse Federale de Credit Mutuel

value not stated on cover page · SEC ↗

Q1 2026
May 21 Credit Mutuel Asset Management

value not stated on cover page · SEC ↗

Q1 2026
May 20 Oaktree Capital Management amended

$6.56B reported · 147 holdings listed · 2 other managers included · largest holding: TRMD · +13 new · −12 exits · analysis · SEC ↗

Q1 2026
May 20 Liontrust Investment Partners LLP amended

$5.86B reported · 196 holdings listed · SEC ↗

Q1 2026
May 20 Arete Wealth Advisors, LLC amended

$1.33B reported · 321 holdings listed · SEC ↗

Q1 2026
May 20 Vivo Capital, LLC amended

$1.20B reported · 46 holdings listed · SEC ↗

Q1 2026
May 20 E20 Capital Ltd

$1.07B reported · 22 holdings listed · SEC ↗

Q1 2026
May 20 Ccm Investment Advisers Llc

$1.04B reported · 93 holdings listed · SEC ↗

Q1 2026
May 20 SOA Wealth Advisors, LLC.

$529.79M reported · 867 holdings listed · SEC ↗

Q1 2026
May 20 Hobbs Group Advisors, LLC

$334.42M reported · 160 holdings listed · SEC ↗

Q1 2026
May 20 Boothe Investment Group, Inc.

$310.69M reported · 40 holdings listed · SEC ↗

Q1 2026
May 20 Union Heritage Capital, LLC

$269.22M reported · 62 holdings listed · SEC ↗

Q1 2026
May 20 TrueWealth Financial Partners

$250.88M reported · 66 holdings listed · SEC ↗

Q1 2026
May 20 Leigh Baldwin & Co., Llc

$154.49M reported · 163 holdings listed · SEC ↗

Q1 2026
May 20 RMR Capital Management, LLC

$138.46M reported · 75 holdings listed · SEC ↗

Q1 2026
May 20 Cadia Private Client LLC

$123.25M reported · 76 holdings listed · SEC ↗

Q1 2026
May 20 J. Mark Nickell & Co. amended

$110.72M reported · 32 holdings listed · SEC ↗

Q1 2026
May 20 SHUTTLEWORTH & Co

$110.51M reported · 52 holdings listed · SEC ↗

Q1 2026
May 20 Pathway Wealth Management Llc

$105.82M reported · 30 holdings listed · SEC ↗

Q1 2026
May 20 FinArc Investments, Inc.

$103.91M reported · 43 holdings listed · SEC ↗

Q1 2026
May 20 January Capital Advisors LLC

$74.15M reported · 52 holdings listed · SEC ↗

Q1 2026
May 20 Oaktree Fund Advisors, LLC amended

$56.93M reported · 14 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 20 ION Crossover Partners Ltd

$36.88M reported · 4 holdings listed · SEC ↗

Q1 2026
May 19 H&H International Investment, LLC

$20.00B reported · 19 holdings listed · SEC ↗

Q1 2026
May 19 Turtle Creek Asset Management Inc. amended

$2.67B reported · 39 holdings listed · SEC ↗

Q1 2026
May 19 Alaska Permanent Fund Corp

$1.57B reported · 9 holdings listed · SEC ↗

Q1 2026
May 19 McIlrath & Eck, LLC

$1.35B reported · 1,645 holdings listed · SEC ↗

Q1 2026
May 19 Anson Funds Management LP amended

$1.15B reported · 129 holdings listed · SEC ↗

Q1 2026
May 19 Royal Fund Management, LLC

$1.05B reported · 297 holdings listed · SEC ↗

Q1 2026
May 19 Silicon Valley Capital Partners

$1.02B reported · 454 holdings listed · SEC ↗

Q1 2026
May 19 OLP CAPITAL MANAGEMENT Ltd amended

$941.65M reported · 7 holdings listed · SEC ↗

Q1 2026
May 19 Rovida Investment Management Ltd

$797.35M reported · 17 holdings listed · SEC ↗

Q1 2026
May 19 EMG Holdings, L.P.

$396.60M reported · 27 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 19 Cim Investment Management Inc

$374.77M reported · 251 holdings listed · SEC ↗

Q1 2026
May 19 Paragon Private Wealth Management, LLC

$319.50M reported · 361 holdings listed · SEC ↗

Q1 2026
May 19 Financial Insights, Inc.

$308.60M reported · 130 holdings listed · SEC ↗

Q1 2026
May 19 Front Row Advisors LLC

$295.63M reported · 553 holdings listed · SEC ↗

Q1 2026
May 19 Sonoma Allocations LLC

$289.70M reported · 145 holdings listed · SEC ↗

Q1 2026
May 19 Remedium Capital Partners, LLC amended

$281.15M reported · 6 holdings listed · SEC ↗

Q1 2026
May 19 Eley Financial Management, Inc amended

$277.07M reported · 69 holdings listed · SEC ↗

Q1 2026
May 19 Dayah Capital LLC amended

$261.22M reported · 37 holdings listed · SEC ↗

Q1 2026
May 19 Financial Avengers, Inc.

$219.32M reported · 151 holdings listed · SEC ↗

Q1 2026
May 19 Kensington Investment Counsel, LLC

$207.73M reported · 83 holdings listed · SEC ↗

Q1 2026
May 19 Cornerstone Wealth, LLC/TN

$177.72M reported · 96 holdings listed · SEC ↗

Q1 2026
May 19 Mascagni Wealth Management, Inc.

$140.36M reported · 127 holdings listed · SEC ↗

Q1 2026
May 19 Park State Asset Management

$132.12M reported · 20 holdings listed · SEC ↗

Q1 2026
May 19 Winnacle Wealth Llc

$129.63M reported · 123 holdings listed · SEC ↗

Q1 2026
May 19 Gts Financial, Llc

$126.25M reported · 43 holdings listed · SEC ↗

Q1 2026
May 19 Flax Pond Capital, Llc

$124.29M reported · 62 holdings listed · SEC ↗

Q1 2026
May 19 Seven Six Capital Management, LLC

$92.98M reported · 25 holdings listed · SEC ↗

Q1 2026
May 19 Samsung C&T Corp

$17.19M reported · 1 holdings listed · SEC ↗

Q1 2026
May 19 Kentucky Retirement Systems

$3.51M reported · 506 holdings listed · SEC ↗

Q1 2026
May 19 Kentucky Retirement Systems Insurance Trust Fund

$1.47M reported · 492 holdings listed · SEC ↗

Q1 2026
May 19 JTC Employer Solutions Trustee Ltd

$1.20M reported · 308 holdings listed · SEC ↗

Q1 2026
May 19 Orographic Financial Advisors, LLC

$141,051 reported · 106 holdings listed · SEC ↗

Q1 2026
May 19 Anson Advisors Inc. 2 reports combined amended

value not stated on cover page · SEC ↗

May 14–May 19
May 18 Bank Of America Corp /De/

$1.37T reported · 17,872 holdings listed · 8 other managers included · largest holding: NVDA · +104 new · −1493 exits · analysis · SEC ↗

Q1 2026
May 18 Amundi

$367.10B reported · 5,406 holdings listed · 17 other managers included · largest holding: NVDA · +270 new · −68 exits · analysis · SEC ↗

Q1 2026
May 18 Janus Henderson Group Plc amended

$209.44B reported · 4,333 holdings listed · 15 other managers included · largest holding: NVDA · +79 new · −77 exits · analysis · SEC ↗

Q1 2026
May 18 California State Teachers Retirement System

$94.49B reported · 2,925 holdings listed · largest holding: NVDA · +20 new · −139 exits · analysis · SEC ↗

Q1 2026
May 18 Value Aligned Research Advisors, LLC

$20.71B reported · 107 holdings listed · SEC ↗

Q1 2026
May 18 Situational Awareness LP

$13.68B reported · 42 holdings listed · SEC ↗

Q1 2026
May 18 Situational Awareness Partners LP

$13.68B reported · 42 holdings listed · SEC ↗

Q1 2026
May 18 Sb Investment Advisers (Uk) Ltd

$7.73B reported · 10 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 18 Arkadios Wealth Advisors

$6.13B reported · 3,368 holdings listed · SEC ↗

Q1 2026
May 18 Altshuler Shaham Ltd

$5.54B reported · 527 holdings listed · 5 other managers included · SEC ↗

Q1 2026
May 18 Atreides Management, LP

$5.00B reported · 54 holdings listed · SEC ↗

Q1 2026
May 18 EverSource Wealth Advisors, LLC amended

$3.28B reported · 27,822 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 18 Edgestream Partners, L.P.

$3.05B reported · 859 holdings listed · SEC ↗

Q1 2026
May 18 Systematic Alpha Investments, LLC

$2.84B reported · 235 holdings listed · SEC ↗

Q1 2026
May 18 Oddo Bhf Asset Management Sas

$2.54B reported · 275 holdings listed · SEC ↗

Q1 2026
May 18 Centaurus Financial, Inc.

$2.10B reported · 1,058 holdings listed · SEC ↗

Q1 2026
May 18 RBF Capital, LLC amended

$2.05B reported · 491 holdings listed · SEC ↗

Q1 2026
May 18 Smith Group Asset Management, LLC

$1.96B reported · 162 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 18 ADAR1 Capital Management, LLC

$1.70B reported · 311 holdings listed · SEC ↗

Q1 2026
May 18 Pine Ridge Advisers LLC

$1.62B reported · 41 holdings listed · SEC ↗

Q1 2026
May 18 Sunbelt Securities, Inc.

$1.58B reported · 2,954 holdings listed · SEC ↗

Q1 2026
May 18 Irenic Capital Management LP

$1.54B reported · 47 holdings listed · SEC ↗

Q1 2026
May 18 Adelante Capital Management LLC

$1.46B reported · 42 holdings listed · SEC ↗

Q1 2026
May 18 Strategic Investment Advisors / MI

$1.45B reported · 386 holdings listed · SEC ↗

Q1 2026
May 18 Spyglass Capital Management LLC amended

$1.41B reported · 25 holdings listed · SEC ↗

Q1 2026
May 18 Guardian Partners Inc.

$1.20B reported · 192 holdings listed · SEC ↗

Q1 2026
May 18 Ashton Thomas Securities, Llc

$797.26M reported · 444 holdings listed · SEC ↗

Q1 2026
May 18 Sylebra Capital Llc

$773.70M reported · 11 holdings listed · SEC ↗

Q1 2026
May 18 Talon Private Wealth, LLC

$752.84M reported · 315 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 18 Tri Locum Partners LP

$712.55M reported · 17 holdings listed · SEC ↗

Q1 2026
May 18 Cim, Llc

$691.76M reported · 168 holdings listed · SEC ↗

Q1 2026
May 18 Intrinsic Edge Capital Management LLC

$602.72M reported · 111 holdings listed · SEC ↗

Q1 2026
May 18 Opal Capital Llc

$564.67M reported · 141 holdings listed · SEC ↗

Q1 2026
May 18 Stempoint Capital Lp amended

$522.35M reported · 84 holdings listed · SEC ↗

Q1 2026
← Previous Page 3 / 106 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