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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
265Amendments
1,837Notice filings
Jul 01First filed
Oct 27Latest 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
RKLB Rocket Lab USA, Inc. +14 +14 17
CHYM Chime Financial… +14 +14 17
CIB Grupo Cibest S.A. +13 +13 16
CAI Caris Life… +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
HAIN -5 −5 12
HTHT H World Group… -5 −5 11
IIIV i3 Verticals, Inc. -5 −5 9
IBP Installed Building… -5 −5 12
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
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $129.87B → $130.01B (+0.1%) SEC ↗
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 ↗

“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 3,601–3,700 of 10,670 individual filing documents

Aug 13 Bantamac Capital, Llc

13F-HR · $336.07M reported · 196 holdings listed · SEC ↗

Q2 2025
Aug 13 Metropolitan Life Insurance Co/Ny

13F-HR · $334.60M reported · 11 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Measured Wealth Private Client Group, LLC

13F-HR · $334.19M reported · 179 holdings listed · SEC ↗

Q2 2025
Aug 13 Rinkey Investments

13F-HR · $332.81M reported · 100 holdings listed · SEC ↗

Q2 2025
Aug 13 Alpine Investment Management Ltd

13F-HR · $331.46M reported · 8 holdings listed · SEC ↗

Q2 2025
Aug 13 Blueshift Asset Management, LLC

13F-HR · $325.46M reported · 430 holdings listed · SEC ↗

Q2 2025
Aug 13 Gator Capital Management, LLC

13F-HR · $323.05M reported · 73 holdings listed · SEC ↗

Q2 2025
Aug 13 SMART Wealth LLC

13F-HR · $318.82M reported · 168 holdings listed · SEC ↗

Q2 2025
Aug 13 Oxler Private Wealth LLC

13F-HR · $318.20M reported · 86 holdings listed · SEC ↗

Q2 2025
Aug 13 Knuff & Co LLC

13F-HR · $317.59M reported · 124 holdings listed · SEC ↗

Q2 2025
Aug 13 Rench Wealth Management, Inc.

13F-HR · $316.02M reported · 52 holdings listed · SEC ↗

Q2 2025
Aug 13 Drummond Knight Asset Management Pty Ltd

13F-HR · $313.63M reported · 12 holdings listed · SEC ↗

Q2 2025
Aug 13 Ark & Tlk Investments, Llc

13F-HR · $311.59M reported · 116 holdings listed · SEC ↗

Q2 2025
Aug 13 JRM Investment Counsel, LLC

13F-HR · $311.06M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 13 Mount Capital Ltd

13F-HR · $310.22M reported · 18 holdings listed · SEC ↗

Q2 2025
Aug 13 Twin Peaks Wealth Advisors, Llc

13F-HR · $308.77M reported · 2,274 holdings listed · SEC ↗

Q2 2025
Aug 13 Plan Group Financial, LLC

13F-HR · $304.10M reported · 159 holdings listed · SEC ↗

Q2 2025
Aug 13 Wambolt & Associates, LLC

13F-HR · $297.29M reported · 171 holdings listed · SEC ↗

Q2 2025
Aug 13 Vance Wealth, Llc

13F-HR · $296.46M reported · 118 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Bare Financial Services, Inc

13F-HR · $296.45M reported · 1,563 holdings listed · SEC ↗

Q2 2025
Aug 13 Virtus Investment Advisers, LLC

13F-HR · $295.80M reported · 439 holdings listed · SEC ↗

Q2 2025
Aug 13 Hamel Associates, Inc.

13F-HR · $295.27M reported · 81 holdings listed · SEC ↗

Q2 2025
Aug 13 Long Path Partners LP

13F-HR · $294.57M reported · 6 holdings listed · SEC ↗

Q2 2025
Aug 13 Yakira Capital Management, Inc.

13F-HR · $294.33M reported · 194 holdings listed · SEC ↗

Q2 2025
Aug 13 B&I Capital AG

13F-HR · $293.97M reported · 31 holdings listed · SEC ↗

Q2 2025
Aug 13 Greenhaven Road Investment Management, L.P.

13F-HR · $291.94M reported · 19 holdings listed · SEC ↗

Q2 2025
Aug 13 Endeavour Capital Advisors Inc

13F-HR · $290.56M reported · 39 holdings listed · SEC ↗

Q2 2025
Aug 13 GoodHaven Capital Management, LLC

13F-HR · $287.80M reported · 26 holdings listed · SEC ↗

Q2 2025
Aug 13 Cutler Capital Management, LLC

13F-HR · $287.41M reported · 16 holdings listed · SEC ↗

Q2 2025
Aug 13 Tekne Capital Management, LLC

13F-HR · $287.37M reported · 7 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Union Heritage Capital, LLC

13F-HR · $287.07M reported · 64 holdings listed · SEC ↗

Q2 2025
Aug 13 Harspring Capital Management, LLC

13F-HR · $284.19M reported · 17 holdings listed · SEC ↗

Q2 2025
Aug 13 Patriot Financial Partners Gp, Lp

13F-HR · $283.53M reported · 9 holdings listed · 10 other managers included · SEC ↗

Q2 2025
Aug 13 Lynch Asset Management, Inc.

13F-HR · $283.47M reported · 56 holdings listed · SEC ↗

Q2 2025
Aug 13 Marcho Partners LLP

13F-HR · $282.24M reported · 9 holdings listed · SEC ↗

Q2 2025
Aug 13 Apis Capital Advisors, Llc

13F-HR · $281.52M reported · 42 holdings listed · SEC ↗

Q2 2025
Aug 13 Silphium Asset Management Ltd

13F-HR · $280.75M reported · 35 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 13 Thomas J. Herzfeld Advisors, Inc.

13F-HR · $280.42M reported · 108 holdings listed · SEC ↗

Q2 2025
Aug 13 Idaho Trust Co

13F-HR · $279.77M reported · 168 holdings listed · SEC ↗

Q2 2025
Aug 13 Stevens Capital Partners

13F-HR · $278.89M reported · 99 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Fi3 FINANCIAL ADVISORS, LLC

13F-HR · $277.33M reported · 167 holdings listed · SEC ↗

Q2 2025
Aug 13 Texas Capital Bancshares Inc/Tx

13F-HR · $276.46M reported · 138 holdings listed · SEC ↗

Q2 2025
Aug 13 NINE MASTS CAPITAL Ltd

13F-HR · $273.99M reported · 94 holdings listed · SEC ↗

Q2 2025
Aug 13 Dalal Street (Pabrai)

13F-HR · $271.60M reported · 5 holdings listed · largest holding: HCC · analysis · SEC ↗

Q2 2025
Aug 13 Thomist Capital Management, Lp

13F-HR · $269.07M reported · 43 holdings listed · SEC ↗

Q2 2025
Aug 13 Granger Management LLC

13F-HR · $268.06M reported · 6 holdings listed · SEC ↗

Q2 2025
Aug 13 Helix Partners Management LP

13F-HR · $265.24M reported · 14 holdings listed · SEC ↗

Q2 2025
Aug 13 Formula Growth Ltd

13F-HR · $264.69M reported · 119 holdings listed · SEC ↗

Q2 2025
Aug 13 Sio Capital Management, LLC

13F-HR · $261.84M reported · 52 holdings listed · SEC ↗

Q2 2025
Aug 13 Bayview Asset Management, LLC

13F-HR · $261.19M reported · 57 holdings listed · SEC ↗

Q2 2025
Aug 13 Crescent Park Management, L.P.

13F-HR · $260.05M reported · 34 holdings listed · SEC ↗

Q2 2025
Aug 13 Saiph Capital, LLC

13F-HR · $256.82M reported · 65 holdings listed · SEC ↗

Q2 2025
Aug 13 Barbara Oil Co.

13F-HR · $254.39M reported · 78 holdings listed · SEC ↗

Q2 2025
Aug 13 Kaleidoscope Capital Lp

13F-HR · $251.91M reported · 9 holdings listed · SEC ↗

Q2 2025
Aug 13 Barclays Plc

13F-HR · $251.89M reported · 11,369 holdings listed · 6 other managers included · analysis · SEC ↗

Q2 2025
Aug 13 Ted Buchan & Co

13F-HR · $251.52M reported · 92 holdings listed · SEC ↗

Q2 2025
Aug 13 LFL Advisers, LLC

13F-HR · $250.19M reported · 8 holdings listed · SEC ↗

Q2 2025
Aug 13 Codex Capital Asset Management L.L.C.

13F-HR · $249.98M reported · 33 holdings listed · SEC ↗

Q2 2025
Aug 13 Peloton Wealth Strategists

13F-HR · $249.29M reported · 89 holdings listed · SEC ↗

Q2 2025
Aug 13 Orix Corp

13F-HR · $249.28M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 13 Saturn V Capital Management LP

13F-HR · $246.76M reported · 24 holdings listed · SEC ↗

Q2 2025
Aug 13 RFP Financial Group LLC

13F-HR · $242.16M reported · 92 holdings listed · SEC ↗

Q2 2025
Aug 13 Carlson Capital, L.P.

13F-HR · $242.11M reported · 65 holdings listed · SEC ↗

Q2 2025
Aug 13 Denver Wealth Management, Inc.

13F-HR · $241.75M reported · 87 holdings listed · SEC ↗

Q2 2025
Aug 13 California First Leasing Corp

13F-HR · $240.52M reported · 42 holdings listed · SEC ↗

Q2 2025
Aug 13 Wealthedge Investment Advisors, Llc

13F-HR · $240.01M reported · 144 holdings listed · SEC ↗

Q2 2025
Aug 13 Dow Chemical Co /De/

13F-HR · $237.57M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 13 Samjo Management, LLC

13F-HR · $236.99M reported · 84 holdings listed · SEC ↗

Q2 2025
Aug 13 Transce3nd, LLC

13F-HR · $236.86M reported · 1,268 holdings listed · SEC ↗

Q2 2025
Aug 13 Jones Road Capital Management, L.P.

13F-HR · $236.34M reported · 26 holdings listed · SEC ↗

Q2 2025
Aug 13 Serenity Capital Management Pte. Ltd.

13F-HR · $235.77M reported · 8 holdings listed · SEC ↗

Q2 2025
Aug 13 Wills Financial Group LLC

13F-HR · $230.40M reported · 69 holdings listed · SEC ↗

Q2 2025
Aug 13 Balanced Wealth Group Llc

13F-HR · $230.28M reported · 70 holdings listed · SEC ↗

Q2 2025
Aug 13 Lumbard & Kellner, LLC

13F-HR · $229.42M reported · 89 holdings listed · SEC ↗

Q2 2025
Aug 13 Pragma Gestao De Patrimonio Ltd

13F-HR · $228.82M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 13 Charter Oak Advisors LP

13F-HR · $224.35M reported · 15 holdings listed · SEC ↗

Q2 2025
Aug 13 Elios Financial Group Inc.

13F-HR · $220.47M reported · 121 holdings listed · SEC ↗

Q2 2025
Aug 13 Hutner Capital Management Inc

13F-HR · $219.84M reported · 44 holdings listed · SEC ↗

Q2 2025
Aug 13 Kilter Group LLC

13F-HR · $219.82M reported · 1,169 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Aug 13 Guardian Point Capital, Lp

13F-HR · $218.48M reported · 11 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 1492 Capital Management LLC

13F-HR · $217.08M reported · 113 holdings listed · SEC ↗

Q2 2025
Aug 13 Garner Asset Management Corp

13F-HR · $216.30M reported · 148 holdings listed · SEC ↗

Q2 2025
Aug 13 Bond Capital Management, LP

13F-HR · $215.97M reported · 5 holdings listed · SEC ↗

Q2 2025
Aug 13 Tejara Capital Ltd

13F-HR · $215.71M reported · 70 holdings listed · SEC ↗

Q2 2025
Aug 13 Independent Family Office, LLC

13F-HR · $215.70M reported · 77 holdings listed · SEC ↗

Q2 2025
Aug 13 Merck & Co., Inc.

13F-HR · $215.60M reported · 13 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Financial Avengers, Inc.

13F-HR · $215.42M reported · 141 holdings listed · SEC ↗

Q2 2025
Aug 13 Wrenne Financial Planning LLC

13F-HR · $213.79M reported · 46 holdings listed · SEC ↗

Q2 2025
Aug 13 Mayfair Advisory Group, LLC

13F-HR · $212.15M reported · 174 holdings listed · SEC ↗

Q2 2025
Aug 13 Littlejohn & Co Llc

13F-HR · $210.44M reported · 21 holdings listed · SEC ↗

Q2 2025
Aug 13 Quantum Portfolio Management LLC

13F-HR · $209.58M reported · 232 holdings listed · SEC ↗

Q2 2025
Aug 13 Roubaix Capital, LLC

13F-HR · $208.37M reported · 51 holdings listed · SEC ↗

Q2 2025
Aug 13 Grove Street Fiduciary, LLC

13F-HR · $207.38M reported · 73 holdings listed · SEC ↗

Q2 2025
Aug 13 Cary Street Partners Investment Advisory Llc

13F-HR · $206.65M reported · 2,961 holdings listed · 28 other managers included · SEC ↗

Q2 2025
Aug 13 Ironwood Investment Management Llc

13F-HR · $205.51M reported · 167 holdings listed · SEC ↗

Q2 2025
Aug 13 Forager Capital Management, LLC

13F-HR · $204.51M reported · 11 holdings listed · SEC ↗

Q2 2025
Aug 13 JBR Co Financial Management Inc

13F-HR · $202.55M reported · 114 holdings listed · SEC ↗

Q2 2025
Aug 13 AmeriServ Wealth Advisors

13F-HR · $202.31M reported · 106 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 13 Alpha Family Trust

13F-HR · $201.95M reported · 189 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Aug 13 Allie Family Office LLC

13F-HR · $201.82M reported · 97 holdings listed · SEC ↗

Q2 2025
← Previous Page 37 / 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