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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

8,909 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
173Amendments
1,959Notice filings
Jul 01First filed
Oct 20Latest 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
+51,524New positions
−37,326Full exits
215,884Increased
169,750Reduced
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… +164 +165 165
FDXF FedEx Freight… +163 +164 164
HONA Honeywell Aerospace… +160 +160 160
TRI Thomson Reuters… +118 +119 120
VGNT Versigent PLC +104 +107 119
CBRS Cerebras Systems… +102 +103 103
KEEL Keel Infrastructure… +93 +93 93
WSE Wise Group plc… +87 +88 88

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 -20 −22 55
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 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
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 Asset Management Inc restatement Aug 03 Sep 23 $423.60B → $424.24B (+0.2%) SEC ↗
Envestnet Portfolio Solutions, Inc. restatement Jul 20 Sep 23 $20.87B → $20.90B (+0.2%) SEC ↗
Qrg Capital Management, Inc. restatement Jul 14 Sep 23 $12.09B → $12.19B (+0.8%) SEC ↗
State Street Global Advisors restatement Aug 07 Sep 22 $3.37T → $3.38T (+0.4%) SEC ↗
MAC Alpha Capital Management, LP restatement Aug 14 Sep 21 $216.08M → $213.13M (-1.4%) SEC ↗
Hbk Investments L P restatement Aug 14 Sep 16 $10.24B → $10.29B (+0.6%) SEC ↗
Arbiter Partners Capital Management… new holdings Aug 10 Sep 15 $189.91M → $196.55M (+3.5%) 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 11,576 individual filing documents

Aug 27 Formuepleje A/S

13F-HR · $2.62B reported · 98 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $2.59B reported · 100 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $2.50B reported · 59 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $2.36B reported · 87 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $2.30B reported · 61 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $2.29B reported · 85 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.99B reported · 81 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.95B reported · 56 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.85B reported · 56 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.81B reported · 56 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.77B reported · 50 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.77B reported · 91 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.75B reported · 57 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.75B reported · 57 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.67B reported · 52 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.63B reported · 61 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.55B reported · 85 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.51B reported · 75 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.41B reported · 88 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.36B reported · 78 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.36B reported · 87 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.29B reported · 75 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.28B reported · 96 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.23B reported · 98 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.19B reported · 79 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.14B reported · 76 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.12B reported · 88 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.10B reported · 65 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.08B reported · 75 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $1.04B reported · 88 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $996.35M reported · 32 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $976.15M reported · 61 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $959.72M reported · 70 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $946.79M reported · 66 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $910.28M reported · 87 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $909.89M reported · 66 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $879.26M reported · 85 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $850.84M reported · 57 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $849.48M reported · 62 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $849.23M reported · 38 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $847.13M reported · 34 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $836.61M reported · 69 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $820.04M reported · 79 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $797.31M reported · 76 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $782.61M reported · 33 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $763.00M reported · 30 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $760.99M reported · 65 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $740.03M reported · 70 holdings listed · SEC ↗

Q2 2026
Aug 27 Formuepleje A/S

13F-HR · $731.86M reported · 72 holdings listed · SEC ↗

Q2 2026
Aug 27 VELA Investment Management, LLC

13F-HR/A · $458.97M reported · 165 holdings listed · SEC ↗

Q2 2026
Aug 27 Tucker Asset Management Llc

13F-HR · $404.83M reported · 430 holdings listed · SEC ↗

Q2 2026
Aug 27 Tucker Asset Management Llc

13F-HR · $334.45M reported · 374 holdings listed · SEC ↗

Q2 2026
Aug 27 Optimize Financial Inc

13F-HR · $278.37M reported · 294 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 27 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

13F-HR · $180.80M reported · 57 holdings listed · SEC ↗

Q2 2026
Aug 27 First Nebraska Trust Co

13F-HR · $154.42M reported · 84 holdings listed · SEC ↗

Q2 2026
Aug 27 First Nebraska Trust Co

13F-HR · $145.58M reported · 80 holdings listed · SEC ↗

Q2 2026
Aug 27 Baring SICE (Taiwan) LTD

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

Q2 2026
Aug 26 American Securities Llc

13F-HR · $3.75B reported · 2 holdings listed · SEC ↗

Q2 2026
Aug 26 Giverny Capital Inc.

13F-HR/A · $2.97B reported · 51 holdings listed · SEC ↗

Q2 2026
Aug 26 Legacy Edge Advisors, LLC

13F-HR · $848.81M reported · 203 holdings listed · SEC ↗

Q2 2026
Aug 26 HORAN Wealth, LLC

13F-HR/A · $799.97M reported · 217 holdings listed · SEC ↗

Q2 2026
Aug 26 Wellington Grp LLC

13F-HR/A · $377.94M reported · 144 holdings listed · SEC ↗

Q2 2026
Aug 26 Brown Financial Advisors

13F-HR · $286.37M reported · 212 holdings listed · SEC ↗

Q2 2026
Aug 26 William John Sempolinski

13F-HR · $203.24M reported · 89 holdings listed · SEC ↗

Q2 2026
Aug 26 Principia Wealth Advisory, LLC

13F-HR · $200.86M reported · 1,065 holdings listed · SEC ↗

Q2 2026
Aug 26 William John Sempolinski

13F-HR · $199.15M reported · 93 holdings listed · SEC ↗

Q2 2026
Aug 26 Schulz Wealth, LTD.

13F-HR · $193.68M reported · 70 holdings listed · SEC ↗

Q2 2026
Aug 26 Affinity Wealth Llc

13F-HR · $186.20M reported · 27 holdings listed · SEC ↗

Q2 2026
Aug 26 Principia Wealth Advisory, LLC

13F-HR · $176.57M reported · 1,047 holdings listed · SEC ↗

Q2 2026
Aug 26 First Nebraska Trust Co

13F-HR · $167.80M reported · 90 holdings listed · SEC ↗

Q2 2026
Aug 26 Reflection Asset Management

13F-HR · $163.47M reported · 127 holdings listed · SEC ↗

Q2 2026
Aug 26 Affinity Wealth Llc

13F-HR · $156.67M reported · 25 holdings listed · SEC ↗

Q2 2026
Aug 26 Affinity Wealth Llc

13F-HR · $146.12M reported · 77 holdings listed · SEC ↗

Q2 2026
Aug 26 First Nebraska Trust Co

13F-HR · $143.44M reported · 88 holdings listed · SEC ↗

Q2 2026
Aug 26 Affinity Wealth Llc

13F-HR · $131.51M reported · 55 holdings listed · SEC ↗

Q2 2026
Aug 26 Affinity Wealth Llc

13F-HR · $117.39M reported · 69 holdings listed · SEC ↗

Q2 2026
Aug 26 Affinity Wealth Llc

13F-HR · $98.16M reported · 42 holdings listed · SEC ↗

Q2 2026
Aug 26 Affinity Wealth Llc

13F-HR · $97.76M reported · 48 holdings listed · SEC ↗

Q2 2026
Aug 26 Baring International Investment Ltd

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

Q2 2026
Aug 26 BARING ASSET MANAGEMENT (ASIA) Ltd

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

Q2 2026
Aug 26 Baring Asset Management Korea Ltd

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

Q2 2026
Aug 26 BARING ASSET MANAGEMENT Ltd

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

Q2 2026
Aug 26 HighTower Advisors, LLC

13F-HR/A · value not stated on cover page · largest holding: AAPL · analysis · SEC ↗

Q2 2026
Aug 26 Amundi

13F-HR/A · value not stated on cover page · largest holding: NVDA · analysis · SEC ↗

Q2 2026
Aug 25 VIRGINIA RETIREMENT SYSTEMS ET Al

13F-HR · $16.74B reported · 1,301 holdings listed · SEC ↗

Q2 2026
Aug 25 VIRGINIA RETIREMENT SYSTEMS ET Al

13F-HR · $13.48B reported · 1,301 holdings listed · SEC ↗

Q2 2026
Aug 25 Groupe la Francaise

13F-HR · $8.31B reported · 568 holdings listed · 4 other managers included · SEC ↗

Q2 2026
Aug 25 Absolute Gestao de Investimentos Ltda.

13F-HR · $994.08M reported · 45 holdings listed · SEC ↗

Q2 2026
Aug 25 MLG Wealth Management DBA Pine Grove Financial Group

13F-HR · $828.80M reported · 192 holdings listed · SEC ↗

Q2 2026
Aug 25 Tobias Financial Advisors, Inc.

13F-HR/A · $787.35M reported · 148 holdings listed · SEC ↗

Q2 2026
Aug 25 Advus Financial Partners, LLC

13F-HR · $440.51M reported · 261 holdings listed · SEC ↗

Q2 2026
Aug 25 Advus Financial Partners, LLC

13F-HR · $416.42M reported · 255 holdings listed · SEC ↗

Q2 2026
Aug 25 Advus Financial Partners, LLC

13F-HR · $412.86M reported · 242 holdings listed · SEC ↗

Q2 2026
Aug 25 Advus Financial Partners, LLC

13F-HR · $399.41M reported · 246 holdings listed · SEC ↗

Q2 2026
Aug 25 Advus Financial Partners, LLC

13F-HR · $391.44M reported · 254 holdings listed · SEC ↗

Q2 2026
Aug 25 Financial Insights, Inc.

13F-HR · $379.93M reported · 147 holdings listed · SEC ↗

Q2 2026
Aug 25 Advus Financial Partners, LLC

13F-HR · $356.99M reported · 234 holdings listed · SEC ↗

Q2 2026
Aug 25 Advus Financial Partners, LLC

13F-HR · $355.29M reported · 222 holdings listed · SEC ↗

Q2 2026
Aug 25 Advus Financial Partners, LLC

13F-HR · $350.38M reported · 220 holdings listed · SEC ↗

Q2 2026
Aug 25 Kirkwood Financial Services

13F-HR · $349.88M reported · 42 holdings listed · SEC ↗

Q2 2026
← Previous Page 3 / 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