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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.

Filing season in progress: the 45-day window for Q3 2026 is still open; aggregates describe managers who have already filed, not the full universe.

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

2,488 of approximately 8,909 expected managers have filed for Q3 2026 (27.9%); “expected” = the prior season's filer count

2,60813F-HR reports
$2.78TΣ reported value
802.88KHoldings listedall filers · Q3 2026
20Amendments
127Notice filings
Oct 01First filed
Oct 23Latest filed

Σ value = cover-page totals as reported, across 2,608 of 2,608 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

2,608 reports filed Oct 01 to Oct 23; busiest day Oct 13 with 33794188283377Oct 01: 37 reportsOct 02: 19 reportsOct 05: 40 reportsOct 06: 33 reportsOct 07: 81 reportsOct 08: 86 reportsOct 09: 152 reportsOct 13: 337 reportsOct 14: 243 reportsOct 15: 196 reportsOct 16: 232 reportsOct 19: 226 reportsOct 20: 302 reportsOct 21: 212 reportsOct 22: 203 reportsOct 23: 209 reports100%337 on Oct 13Oct 1Oct 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.
0.0% of reports arrived in the final week before the Nov 14 deadline
What the tracked universe did this season
+1,149New positions
−792Full exits
5,826Increased
4,111Reduced
8Comparable 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
XOM Exxonmobil Holdings… +6 +6 6
SKHYV +5 +5 5
PDD PDD Holdings Inc. +3 +3 6
SN SharkNinja, Inc. +2 +2 5
PARR Par Pacific… +2 +2 5
BTSG BrightSpring Health… +2 +2 5
EXPD Expeditors… +2 +2 6
PCOR Procore… +2 +2 5

Most reduced so far

SecurityΔ holdersExitsHolders
PNR Pentair plc -2 −2 4
IONS Ionis… -2 −2 3
APTV Aptiv PLC -2 −2 4
CNHI CNH Industrial N.V. -2 −2 3
FDXF FedEx Freight… -2 −2 4
INFY Infosys Limited -2 −2 4
APA APA Corporation -2 −2 3
REGN Regeneron… -2 −2 5

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 Lilly Endowment Inc $104.21B 1 Oct 19
2 Assenagon Asset Management S.A. $103.35B 1,096 Oct 15
3 Robeco Institutional Asset Management B.V. $83.24B 837 Oct 20
4 Wealth Enhancement Advisory Services, Llc $67.31B 4,427 Oct 13
5 Assetmark, Inc $59.48B 3,773 Oct 21
6 Ninety One UK Ltd $45.47B 331 Oct 15
7 TD Waterhouse Canada Inc. $38.40B 2,464 Oct 16
8 Nisa Investment Advisors, Llc (cover page only) $34.69B 3,180 Oct 20
9 Parnassus Investments, Llc $33.80B 123 Oct 22
10 Vontobel Holding Ltd. (cover page only) $27.67B 3,131 Oct 16
11 DAVENPORT & Co LLC (cover page only) $19.88B 1,389 Oct 14
12 Fort Washington Investment Advisors Inc /Oh/ (cover page only) $19.70B 466 Oct 15
Notable manager changes
01 Assenagon Asset Management S.A.

Reported value -35.6% QoQ ($160.39B → $103.35B)

→
02 Wealth Enhancement Advisory Services, Llc

Reported value +12.6% QoQ ($59.79B → $67.31B)

→
03 Parnassus Investments, Llc

Reported value -9.7% QoQ ($37.45B → $33.80B)

→
04 Lilly Endowment Inc

Reported value -3.9% QoQ ($108.40B → $104.21B)

→
05 Assetmark, Inc

+384 new positions this quarter (3,773 total)

→
06 TD Waterhouse Canada Inc.

+205 new positions this quarter (2,464 total)

→
07 Ninety One UK Ltd

+87 new positions this quarter (331 total)

→

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
Sowell Financial Services LLC restatement Oct 20 Oct 23 $3.61B → $3.12B (-13.6%) SEC ↗
Curry Webb Wealth Management LLC restatement Oct 22 Oct 22 $259.80M → $241.47M (-7.1%) SEC ↗
Cantor Fitzgerald Investment… new holdings Oct 16 Oct 21 $1.47B → $1.81B (+23.4%) SEC ↗
Canoe Financial LP restatement Oct 21 Oct 21 $8.03B → $8.31B (+3.6%) SEC ↗
Hamilton Lane Advisors Llc restatement Oct 21 Oct 21 $148.59M → $179.29M (+20.7%) SEC ↗
Lancaster Investment Management restatement Oct 19 Oct 21 $170,810 → $163,694 (-4.2%) SEC ↗
Urban Wealth Management, LLC restatement Oct 20 Oct 21 $111.63M → $111.63M (0.0%) SEC ↗
Alaska Permanent Fund Corp restatement Oct 13 Oct 21 $1.28B → $1.27B (-0.6%) SEC ↗
Base Wealth Management LLC restatement Oct 21 Oct 21 $224.97M → $224.97M (0.0%) SEC ↗
ICG Advisors, LLC restatement Oct 16 Oct 20 $38.10M → $136.49M (+258.3%) SEC ↗
Aubrey Capital Management Ltd restatement Oct 15 Oct 19 $115.18M → $115.18M (0.0%) SEC ↗
Courier Capital Llc restatement Oct 13 Oct 19 $532.09M → $2.02B (+280.4%) SEC ↗
Prospera Capital Management, LLC new holdings Oct 13 Oct 19 $406.31M → $406.31M (0.0%) SEC ↗
SummerHaven Investment Management… restatement Oct 16 Oct 19 $137.40M → $178.85M (+30.2%) SEC ↗
Manuka Financial, LLC restatement Oct 15 Oct 16 $200.85M → $200.85M (0.0%) 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 2,755 individual filing documents

Oct 23 Towarzystwo Funduszy Inwestycyjnych Allianz Polska…

13F-HR · $54.45M reported · 39 holdings listed · SEC ↗

Q3 2026
Oct 23 Dupont Capital Management Corp

13F-HR · $14.82M reported · 40 holdings listed · SEC ↗

Q3 2026
Oct 23 Amalgamated Bank

13F-HR · $14.28M reported · 1,617 holdings listed · SEC ↗

Q3 2026
Oct 23 Valicenti Advisory Services Inc

13F-HR · $530,763 reported · 81 holdings listed · SEC ↗

Q3 2026
Oct 23 Tsfg, Llc

13F-HR · $433,536 reported · 672 holdings listed · SEC ↗

Q3 2026
Oct 23 Lederer & Associates Investment Counsel/Ca

13F-HR · $155,092 reported · 88 holdings listed · SEC ↗

Q3 2026
Oct 23 Bright Futures Wealth Management, LLC.

13F-HR · $144 reported · 195 holdings listed · SEC ↗

Q3 2026
Oct 23 BRC-Global BAH Investments Ltd.

13F-HR · value not stated on cover page · 1 holdings listed · SEC ↗

Q3 2026
Oct 23 NJ State Employees Deferred Compensation Plan

13F-HR · value not stated on cover page · 1 holdings listed · SEC ↗

Q3 2026
Oct 23 Valliance Asset Management Ltd

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

Q3 2026
Oct 23 Abc Arbitrage Asset Management Asia Pte Ltd

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

Q3 2026
Oct 23 Mutual Of America Life Insurance Co

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

Q3 2026
Oct 23 BSN Capital LLP

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

Q3 2026
Oct 23 Abc Arbitrage Asset Management

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

Q3 2026
Oct 23 Voya Investments, Llc

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

Q3 2026
Oct 23 Long Short Advisors Llc

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

Q3 2026
Oct 23 Deer Park Road Management GP, LLC

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

Q3 2026
Oct 23 Deer Park Road Management Company, LP

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

Q3 2026
Oct 23 Citizens Bank, National Association

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

Q3 2026
Oct 23 Citizens Private Wealth, Llc

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

Q3 2026
Oct 23 BSN Holdings Ltd

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

Q3 2026
Oct 23 AgateCreek LLC

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

Q3 2026
Oct 22 Parnassus Investments, Llc

13F-HR · $33.80B reported · 123 holdings listed · largest holding: MSFT · analysis · SEC ↗

Q3 2026
Oct 22 AMF Tjanstepension AB

13F-HR · $17.20B reported · 119 holdings listed · SEC ↗

Q3 2026
Oct 22 Brookstone Capital Management

13F-HR · $10.14B reported · 1,316 holdings listed · SEC ↗

Q3 2026
Oct 22 Midwest Trust Co

13F-HR · $8.99B reported · 633 holdings listed · SEC ↗

Q3 2026
Oct 22 Yousif Capital Management, Llc

13F-HR · $8.87B reported · 1,652 holdings listed · SEC ↗

Q3 2026
Oct 22 Capital Investment Advisors, LLC

13F-HR · $7.74B reported · 797 holdings listed · SEC ↗

Q3 2026
Oct 22 Sagespring Wealth Partners, Llc

13F-HR · $6.71B reported · 883 holdings listed · SEC ↗

Q3 2026
Oct 22 Perigon Wealth Management, LLC

13F-HR · $6.50B reported · 1,467 holdings listed · SEC ↗

Q3 2026
Oct 22 Barings Llc

13F-HR · $5.84B reported · 235 holdings listed · 5 other managers included · SEC ↗

Q3 2026
Oct 22 Badgley Phelps Wealth Managers, LLC

13F-HR · $5.80B reported · 344 holdings listed · SEC ↗

Q3 2026
Oct 22 Sterling Capital Management LLC

13F-HR · $4.92B reported · 3,438 holdings listed · SEC ↗

Q3 2026
Oct 22 E. Ohman J:or Asset Management AB

13F-HR · $4.47B reported · 455 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 22 SBI Securities Co., Ltd.

13F-HR · $4.38B reported · 4,126 holdings listed · SEC ↗

Q3 2026
Oct 22 Farmers & Merchants Investments Inc

13F-HR · $4.16B reported · 1,767 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 22 Fifth Third Wealth Advisors LLC

13F-HR · $3.78B reported · 1,068 holdings listed · SEC ↗

Q3 2026
Oct 22 BIP Wealth, LLC

13F-HR · $3.69B reported · 560 holdings listed · SEC ↗

Q3 2026
Oct 22 Moran Wealth Management, LLC

13F-HR · $3.64B reported · 899 holdings listed · SEC ↗

Q3 2026
Oct 22 Fideuram - Intesa Sanpaolo Private Banking S.P.A.

13F-HR · $3.50B reported · 442 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 22 WASHINGTON TRUST Co

13F-HR · $3.23B reported · 644 holdings listed · SEC ↗

Q3 2026
Oct 22 Howland Capital Management Llc

13F-HR · $2.86B reported · 286 holdings listed · SEC ↗

Q3 2026
Oct 22 NLB Skladi, upravljanje premozenja, d.o.o.

13F-HR · $2.71B reported · 361 holdings listed · SEC ↗

Q3 2026
Oct 22 RWC Asset Management LLP

13F-HR · $2.70B reported · 174 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 22 Sepio Capital, LP

13F-HR · $2.50B reported · 304 holdings listed · SEC ↗

Q3 2026
Oct 22 Inspire Investing, LLC

13F-HR · $2.37B reported · 1,285 holdings listed · SEC ↗

Q3 2026
Oct 22 Tectonic Advisors Llc

13F-HR · $2.16B reported · 346 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 22 Strategic Blueprint, LLC

13F-HR · $2.04B reported · 677 holdings listed · SEC ↗

Q3 2026
Oct 22 Smith Chas P & Associates Pa Cpas

13F-HR · $2.04B reported · 194 holdings listed · SEC ↗

Q3 2026
Oct 22 Rebalance, Llc

13F-HR · $1.94B reported · 100 holdings listed · SEC ↗

Q3 2026
Oct 22 Legacy Wealth Management, LLC

13F-HR · $1.90B reported · 34 holdings listed · SEC ↗

Q3 2026
Oct 22 RMR Wealth Builders

13F-HR · $1.72B reported · 310 holdings listed · SEC ↗

Q3 2026
Oct 22 MBL Wealth, LLC

13F-HR · $1.67B reported · 687 holdings listed · 5 other managers included · SEC ↗

Q3 2026
Oct 22 Angeles Investment Advisors, LLC

13F-HR · $1.66B reported · 38 holdings listed · SEC ↗

Q3 2026
Oct 22 Winthrop Advisory Group LLC

13F-HR · $1.61B reported · 335 holdings listed · 2 other managers included · SEC ↗

Q3 2026
Oct 22 Beaumont Financial Advisors, LLC

13F-HR · $1.59B reported · 383 holdings listed · SEC ↗

Q3 2026
Oct 22 Axxion S.A.

13F-HR · $1.52B reported · 572 holdings listed · SEC ↗

Q3 2026
Oct 22 CORDA Investment Management, LLC.

13F-HR · $1.52B reported · 78 holdings listed · SEC ↗

Q3 2026
Oct 22 Private Wealth Partners, LLC

13F-HR · $1.47B reported · 177 holdings listed · SEC ↗

Q3 2026
Oct 22 Oriental Harbor Investment Master Fund

13F-HR · $1.47B reported · 13 holdings listed · SEC ↗

Q3 2026
Oct 22 Retirement Investment Advisors, Inc.

13F-HR · $1.43B reported · 66 holdings listed · SEC ↗

Q3 2026
Oct 22 Washington Trust Advisors, Inc.

13F-HR · $1.40B reported · 890 holdings listed · SEC ↗

Q3 2026
Oct 22 True North Advisors, LLC

13F-HR · $1.35B reported · 302 holdings listed · SEC ↗

Q3 2026
Oct 22 Campbell Newman Asset Management Inc

13F-HR · $1.33B reported · 99 holdings listed · SEC ↗

Q3 2026
Oct 22 Royal Fund Management, LLC

13F-HR · $1.26B reported · 286 holdings listed · SEC ↗

Q3 2026
Oct 22 Symphony Financial, Ltd. Co.

13F-HR · $1.12B reported · 358 holdings listed · SEC ↗

Q3 2026
Oct 22 Total Investment Management Inc

13F-HR · $1.03B reported · 97 holdings listed · SEC ↗

Q3 2026
Oct 22 Embree Financial Group

13F-HR · $1.02B reported · 279 holdings listed · SEC ↗

Q3 2026
Oct 22 U S Global Investors Inc

13F-HR · $1.00B reported · 163 holdings listed · SEC ↗

Q3 2026
Oct 22 Romano Brothers And Company

13F-HR · $984.89M reported · 331 holdings listed · SEC ↗

Q3 2026
Oct 22 Parthenon Llc

13F-HR · $967.31M reported · 129 holdings listed · SEC ↗

Q3 2026
Oct 22 Strategic Planning Group, Llc

13F-HR · $964.80M reported · 79 holdings listed · SEC ↗

Q3 2026
Oct 22 Gibbs Wealth Management

13F-HR · $954.63M reported · 515 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 22 Marietta Wealth Management, LLC

13F-HR · $944.82M reported · 128 holdings listed · SEC ↗

Q3 2026
Oct 22 James J. Burns & Company, LLC

13F-HR · $936.95M reported · 166 holdings listed · SEC ↗

Q3 2026
Oct 22 James Investment Research, Inc.

13F-HR · $936.19M reported · 373 holdings listed · SEC ↗

Q3 2026
Oct 22 Griffin Asset Management, Inc.

13F-HR · $934.39M reported · 240 holdings listed · SEC ↗

Q3 2026
Oct 22 Lake Street Private Wealth, Llc

13F-HR · $908.04M reported · 279 holdings listed · SEC ↗

Q3 2026
Oct 22 Sharkey, Howes & Javer

13F-HR · $830.37M reported · 159 holdings listed · SEC ↗

Q3 2026
Oct 22 Meiji Yasuda America Inc

13F-HR · $763.99M reported · 57 holdings listed · SEC ↗

Q3 2026
Oct 22 Manchester Capital Management LLC

13F-HR · $736.39M reported · 1,320 holdings listed · SEC ↗

Q3 2026
Oct 22 Stenger Family Office, LLC

13F-HR · $727.70M reported · 131 holdings listed · SEC ↗

Q3 2026
Oct 22 Pacific Capital Wealth Advisors, Inc.

13F-HR · $697.73M reported · 93 holdings listed · SEC ↗

Q3 2026
Oct 22 New Harbor Financial Group, LLC

13F-HR · $669.45M reported · 62 holdings listed · SEC ↗

Q3 2026
Oct 22 West Financial Advisors, LLC

13F-HR · $665.03M reported · 275 holdings listed · SEC ↗

Q3 2026
Oct 22 CMH Wealth Management LLC

13F-HR · $663.67M reported · 112 holdings listed · SEC ↗

Q3 2026
Oct 22 Garrett Wealth Advisory Group, LLC

13F-HR · $658.54M reported · 149 holdings listed · SEC ↗

Q3 2026
Oct 22 JSF Financial, LLC

13F-HR · $655.42M reported · 146 holdings listed · SEC ↗

Q3 2026
Oct 22 Marino, Stram & Associates Llc

13F-HR · $644.00M reported · 205 holdings listed · 6 other managers included · SEC ↗

Q3 2026
Oct 22 KPS Global Asset Management UK Ltd

13F-HR · $625.18M reported · 4 holdings listed · SEC ↗

Q3 2026
Oct 22 Cadinha & Co Llc

13F-HR · $615.98M reported · 107 holdings listed · SEC ↗

Q3 2026
Oct 22 Aire Advisors, Llc

13F-HR · $615.88M reported · 172 holdings listed · SEC ↗

Q3 2026
Oct 22 Baker Chad R

13F-HR · $611.54M reported · 52 holdings listed · SEC ↗

Q3 2026
Oct 22 Studio Investment Management Llc

13F-HR · $589.00M reported · 181 holdings listed · SEC ↗

Q3 2026
Oct 22 Insight Advisors, LLC/ PA

13F-HR · $568.42M reported · 239 holdings listed · SEC ↗

Q3 2026
Oct 22 NORTHSTAR ASSET MANAGEMENT Co

13F-HR · $552.90M reported · 250 holdings listed · SEC ↗

Q3 2026
Oct 22 Stordahl Capital Management, Inc.

13F-HR · $541.75M reported · 67 holdings listed · SEC ↗

Q3 2026
Oct 22 Compass Wealth Management LLC

13F-HR · $519.12M reported · 417 holdings listed · SEC ↗

Q3 2026
Oct 22 Benin Management CORP

13F-HR · $516.60M reported · 151 holdings listed · SEC ↗

Q3 2026
Oct 22 Plan Group Financial, LLC

13F-HR · $509.68M reported · 230 holdings listed · SEC ↗

Q3 2026
← Previous Page 3 / 28 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