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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
217Amendments
1,791Notice filings
Mar 31First filed
Oct 27Latest 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
+45,622New positions
−42,081Full exits
207,665Increased
170,226Reduced
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… +129 +129 137
PNFP Pinnacle Financial… +126 +126 130
SUNB Sunbelt Rentals… +116 +116 117
INDV Indivior… +94 +94 96
DFTX Definium… +81 +81 85
FPS Forgent Power… +71 +71 72
RNA +63 +63 64
MDA MDA Space Ltd +63 +63 64

Most reduced so far

SecurityΔ holdersExitsHolders
TEFOF -58 −60 6
GRT-UN.TO Granite Real Estate… -45 −47 3
TSEOQ -32 −32 4
FG F&G Annuities &… -30 −38 88
FUBO fuboTV Inc. -29 −33 65
ELME Elme Communities -27 −38 64
AGL Agilon Health, Inc. -26 −29 49
WIX Wix.com Ltd. -24 −31 114

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
Neuberger Berman Group LLC restatement May 14 Oct 27 $131.41B → $131.47B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement May 15 Oct 26 $303.45M → $558.45M (+84.0%) SEC ↗
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 ↗

“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 3,401–3,500 of 10,946 individual filing documents

May 14 Rosalind Advisors, Inc.

13F-HR · $248.89M reported · 38 holdings listed · SEC ↗

Q1 2026
May 14 Mount Capital Ltd

13F-HR · $248.18M reported · 18 holdings listed · SEC ↗

Q1 2026
May 14 Peloton Wealth Strategists

13F-HR · $247.25M reported · 86 holdings listed · SEC ↗

Q1 2026
May 14 Zeno Equity Partners LLP

13F-HR · $246.62M reported · 13 holdings listed · SEC ↗

Q1 2026
May 14 Vernal Point Advisors, LLC

13F-HR · $245.95M reported · 21 holdings listed · SEC ↗

Q1 2026
May 14 MY.Alpha Management HK Advisors Ltd

13F-HR · $245.80M reported · 11 holdings listed · SEC ↗

Q1 2026
May 14 Solstein Capital, LLC

13F-HR · $243.63M reported · 441 holdings listed · SEC ↗

Q1 2026
May 14 Lgl Partners, Llc

13F-HR · $242.88M reported · 66 holdings listed · SEC ↗

Q1 2026
May 14 Macro Advisors, Inc.

13F-HR · $242.23M reported · 41 holdings listed · SEC ↗

Q1 2026
May 14 Investors Towarzystwo Funduszy Inwestycyjnych…

13F-HR · $242.09M reported · 191 holdings listed · SEC ↗

Q1 2026
May 14 Saraza Management, LP

13F-HR · $238.61M reported · 20 holdings listed · SEC ↗

Q1 2026
May 14 Tekne Capital Management, LLC

13F-HR · $236.68M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 14 Ardent Capital Management, Inc.

13F-HR · $233.65M reported · 47 holdings listed · SEC ↗

Q1 2026
May 14 Tree Line Advisors (Hong Kong) Ltd.

13F-HR · $232.59M reported · 3 holdings listed · SEC ↗

Q1 2026
May 14 Kilter Group LLC

13F-HR · $232.15M reported · 1,568 holdings listed · SEC ↗

Q1 2026
May 14 SMA Capital LLC

13F-HR · $231.64M reported · 96 holdings listed · SEC ↗

Q1 2026
May 14 Brentview Investment Management LLC

13F-HR · $231.27M reported · 63 holdings listed · SEC ↗

Q1 2026
May 14 Meros Investment Management, LP

13F-HR · $230.74M reported · 52 holdings listed · SEC ↗

Q1 2026
May 14 Catalys Pacific, LLC

13F-HR · $230.71M reported · 2 holdings listed · SEC ↗

Q1 2026
May 14 Allie Family Office LLC

13F-HR · $228.48M reported · 103 holdings listed · SEC ↗

Q1 2026
May 14 SEG Family Corp.

13F-HR · $225.30M reported · 1 holdings listed · SEC ↗

Q1 2026
May 14 Entrewealth, Llc

13F-HR · $223.09M reported · 104 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 14 Formula Growth Ltd

13F-HR · $221.58M reported · 137 holdings listed · SEC ↗

Q1 2026
May 14 Capital Wealth Alliance, LLC

13F-HR · $221.27M reported · 93 holdings listed · SEC ↗

Q1 2026
May 14 Sunesis Advisors, LLC

13F-HR · $221.27M reported · 59 holdings listed · SEC ↗

Q1 2026
May 14 Pillsbury Lake Capital LLC

13F-HR · $221.22M reported · 32 holdings listed · SEC ↗

Q1 2026
May 14 Long Path Partners LP

13F-HR · $220.15M reported · 9 holdings listed · SEC ↗

Q1 2026
May 14 Signet Investment Advisory Group, Inc.

13F-HR · $218.29M reported · 69 holdings listed · SEC ↗

Q1 2026
May 14 Bright Financial Advisors, Inc.

13F-HR · $218.24M reported · 67 holdings listed · SEC ↗

Q1 2026
May 14 NEXTBio Capital Management LP

13F-HR · $215.37M reported · 24 holdings listed · SEC ↗

Q1 2026
May 14 Virtus Advisers, Llc

13F-HR · $215.17M reported · 658 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 14 Taylor Securities Services, Inc.

13F-HR · $214.19M reported · 55 holdings listed · SEC ↗

Q1 2026
May 14 Aft, Forsyth & Company, Inc.

13F-HR · $212.43M reported · 123 holdings listed · SEC ↗

Q1 2026
May 14 Spreng Capital Management, Inc.

13F-HR · $212.04M reported · 66 holdings listed · SEC ↗

Q1 2026
May 14 Chou Associates Management Inc.

13F-HR · $210.27M reported · 31 holdings listed · SEC ↗

Q1 2026
May 14 Beartown Capital Management, LLC

13F-HR · $208.64M reported · 42 holdings listed · SEC ↗

Q1 2026
May 14 Ade, Llc

13F-HR · $208.61M reported · 86 holdings listed · SEC ↗

Q1 2026
May 14 Miller Capital Partners, Inc.

13F-HR · $208.10M reported · 262 holdings listed · SEC ↗

Q1 2026
May 14 Retiremitten Financial Llc

13F-HR · $206.83M reported · 184 holdings listed · SEC ↗

Q1 2026
May 14 Infusive Asset Management Inc.

13F-HR · $206.63M reported · 32 holdings listed · SEC ↗

Q1 2026
May 14 Tableaux Llc

13F-HR · $206.49M reported · 113 holdings listed · SEC ↗

Q1 2026
May 14 Stance Capital Llc

13F-HR · $206.07M reported · 346 holdings listed · 6 other managers included · SEC ↗

Q1 2026
May 14 Sentinel Advisory Group, LLC

13F-HR · $205.23M reported · 53 holdings listed · SEC ↗

Q1 2026
May 14 Lauterbach Financial Advisors, LLC

13F-HR · $204.75M reported · 79 holdings listed · SEC ↗

Q1 2026
May 14 GKV Capital Management Co., Inc.

13F-HR · $201.29M reported · 165 holdings listed · SEC ↗

Q1 2026
May 14 Integrity Financial Corp /WA

13F-HR · $201.00M reported · 292 holdings listed · SEC ↗

Q1 2026
May 14 Frederick Financial Consultants, LLC

13F-HR · $200.99M reported · 109 holdings listed · SEC ↗

Q1 2026
May 14 Hara Capital LLC

13F-HR · $200.43M reported · 311 holdings listed · SEC ↗

Q1 2026
May 14 Kerusso Capital Management LLC

13F-HR · $199.74M reported · 53 holdings listed · SEC ↗

Q1 2026
May 14 Fortis Advisors, LLC

13F-HR · $199.61M reported · 119 holdings listed · SEC ↗

Q1 2026
May 14 Comprehensive Wealth Management, LLC

13F-HR · $197.82M reported · 39 holdings listed · SEC ↗

Q1 2026
May 14 Islay Capital Management, Llc

13F-HR · $196.98M reported · 204 holdings listed · SEC ↗

Q1 2026
May 14 Inherent Management Corp.

13F-HR · $196.76M reported · 9 holdings listed · SEC ↗

Q1 2026
May 14 Tudor Financial Inc.

13F-HR · $195.47M reported · 138 holdings listed · SEC ↗

Q1 2026
May 14 Crestview Partners III GP, L.P.

13F-HR · $195.05M reported · 2 holdings listed · SEC ↗

Q1 2026
May 14 Kane Investment Management, Inc.

13F-HR · $194.40M reported · 99 holdings listed · SEC ↗

Q1 2026
May 14 Prime Buchholz LLC

13F-HR · $191.34M reported · 22 holdings listed · SEC ↗

Q1 2026
May 14 Pennsylvania State University

13F-HR · $191.30M reported · 2 holdings listed · SEC ↗

Q1 2026
May 14 Camarda Financial Advisors, LLC

13F-HR · $189.99M reported · 104 holdings listed · SEC ↗

Q1 2026
May 14 Beaconlight Capital, Llc

13F-HR · $189.80M reported · 34 holdings listed · SEC ↗

Q1 2026
May 14 Pragma Gestao De Patrimonio Ltd

13F-HR · $189.29M reported · 18 holdings listed · SEC ↗

Q1 2026
May 14 Battery Global Advisors, LLC

13F-HR · $186.17M reported · 154 holdings listed · SEC ↗

Q1 2026
May 14 Novak & Powell Financial Services, Inc.

13F-HR · $185.63M reported · 164 holdings listed · SEC ↗

Q1 2026
May 14 Pacific Financial Group Inc

13F-HR · $185.58M reported · 87 holdings listed · SEC ↗

Q1 2026
May 14 Arcadia Wealth Management, Inc.

13F-HR · $184.79M reported · 55 holdings listed · SEC ↗

Q1 2026
May 14 Nutshell Asset Management Ltd

13F-HR · $184.05M reported · 35 holdings listed · SEC ↗

Q1 2026
May 14 Babb Wealth Advisors LLC

13F-HR · $182.92M reported · 19 holdings listed · SEC ↗

Q1 2026
May 14 Trivant Custom Portfolio Group, LLC

13F-HR · $182.40M reported · 81 holdings listed · SEC ↗

Q1 2026
May 14 Dempze Nancy E

13F-HR · $182.08M reported · 301 holdings listed · 5 other managers included · SEC ↗

Q1 2026
May 14 Presima Securities ULC

13F-HR · $178.27M reported · 48 holdings listed · SEC ↗

Q1 2026
May 14 North Ridge Wealth Advisors, Inc.

13F-HR · $177.73M reported · 193 holdings listed · SEC ↗

Q1 2026
May 14 Delos Wealth Advisors, LLC

13F-HR · $174.72M reported · 260 holdings listed · SEC ↗

Q1 2026
May 14 Granby Capital Management, LLC

13F-HR · $174.47M reported · 17 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 14 Royalty Pharma Sub-Manager, LLC

13F-HR · $172.76M reported · 4 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 14 Traction Financial Partners, LLC

13F-HR · $171.85M reported · 57 holdings listed · SEC ↗

Q1 2026
May 14 Guardian Asset Advisors, LLC

13F-HR · $171.15M reported · 102 holdings listed · SEC ↗

Q1 2026
May 14 Strategic Financial Planning, Inc.

13F-HR · $170.91M reported · 40 holdings listed · SEC ↗

Q1 2026
May 14 ARP Global Capital Ltd

13F-HR · $170.20M reported · 19 holdings listed · SEC ↗

Q1 2026
May 14 RiverGlades Family Offices LLC

13F-HR · $170.07M reported · 87 holdings listed · SEC ↗

Q1 2026
May 14 Brandywine Managers, Llc

13F-HR · $169.91M reported · 40 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 14 William Allan Corp

13F-HR · $168.98M reported · 59 holdings listed · SEC ↗

Q1 2026
May 14 Knott David M Jr

13F-HR · $168.03M reported · 88 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 14 Integrity Wealth Advisors, Inc.

13F-HR · $167.74M reported · 73 holdings listed · SEC ↗

Q1 2026
May 14 Lighthouse Financial LLC

13F-HR · $165.85M reported · 76 holdings listed · SEC ↗

Q1 2026
May 14 Charter Oak Advisors LP

13F-HR · $165.00M reported · 13 holdings listed · SEC ↗

Q1 2026
May 14 Taylor Financial Group, Inc.

13F-HR · $164.98M reported · 99 holdings listed · SEC ↗

Q1 2026
May 14 Clutterbuck Capital Management LLC

13F-HR · $164.15M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 14 VMS Asset Management Limited

13F-HR · $163.77M reported · 23 holdings listed · SEC ↗

Q1 2026
May 14 Affinity Investment Advisors, Llc

13F-HR · $159.87M reported · 137 holdings listed · SEC ↗

Q1 2026
May 14 Propel Bio Management, LLC

13F-HR · $158.66M reported · 38 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 14 Deepwater Asset Management, Llc

13F-HR · $157.85M reported · 39 holdings listed · SEC ↗

Q1 2026
May 14 Elkhorn Partners Limited Partnership

13F-HR · $157.08M reported · 48 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 14 Mcguire Capital Advisors Inc

13F-HR · $156.25M reported · 868 holdings listed · SEC ↗

Q1 2026
May 14 Pioneer Family Office, LLC

13F-HR · $155.67M reported · 122 holdings listed · SEC ↗

Q1 2026
May 14 Collar Capital Management, LLC

13F-HR · $154.50M reported · 72 holdings listed · SEC ↗

Q1 2026
May 14 Rare Wolf Capital LLC

13F-HR · $154.37M reported · 128 holdings listed · SEC ↗

Q1 2026
May 14 Alpine Fox Capital LLC

13F-HR · $153.99M reported · 17 holdings listed · SEC ↗

Q1 2026
May 14 Cravens & Co Advisors, LLC

13F-HR · $153.92M reported · 64 holdings listed · SEC ↗

Q1 2026
May 14 RWQ Financial Management Services, Inc.

13F-HR · $153.44M reported · 22 holdings listed · SEC ↗

Q1 2026
May 14 Round Hill Asset Management

13F-HR · $152.67M reported · 62 holdings listed · SEC ↗

Q1 2026
← Previous Page 35 / 110 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