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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
B Barrick Mining… +15 +15 18
ETOR eToro Group Ltd. +15 +15 17
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +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
VSTS Vestis Corporation -5 −6 14
JD JD.com, Inc. -5 −6 17
HAIN -5 −5 12
IIIV i3 Verticals, Inc. -5 −5 9
IBP Installed Building… -5 −5 12
RYAN Ryan Specialty… -5 −5 14
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 4,201–4,300 of 9,941 managers that reported this season
One row per manager: these managers filed 10,670 separate documents; advisers may file one 13F per sub-portfolio. A further 262 superseded versions are excluded. Totals combine only live documents.

Aug 12 Peachtree Investment Partners, LLC

$262.08M reported · 126 holdings listed · SEC ↗

Q2 2025
Aug 12 Bank OZK

$260.84M reported · 264 holdings listed · SEC ↗

Q2 2025
Aug 12 Eley Financial Management, Inc

$260.54M reported · 66 holdings listed · SEC ↗

Q2 2025
Aug 12 Power Wealth Management Llc

$260.11M reported · 90 holdings listed · SEC ↗

Q2 2025
Aug 12 Kaye Capital Management

$260.03M reported · 41 holdings listed · SEC ↗

Q2 2025
Aug 12 Forum Private Client Group LLC

$259.47M reported · 80 holdings listed · SEC ↗

Q2 2025
Aug 12 Reliant Wealth Planning

$256.15M reported · 42 holdings listed · SEC ↗

Q2 2025
Aug 12 Intel Corp

$255.52M reported · 3 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 12 Chaney Capital Management, Inc.

$254.92M reported · 35 holdings listed · SEC ↗

Q2 2025
Aug 12 Accel Leaders 4 Associates L.P.

$253.46M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 12 Weik Capital Management

$252.72M reported · 91 holdings listed · SEC ↗

Q2 2025
Aug 12 University of Illinois Foundation

$250.68M reported · 14 holdings listed · SEC ↗

Q2 2025
Aug 12 Wind River Trust Co

$249.41M reported · 9 holdings listed · SEC ↗

Q2 2025
Aug 12 Iyo Bank, Ltd.

$247.48M reported · 41 holdings listed · SEC ↗

Q2 2025
Aug 12 Intrepid Capital Management Inc

$246.26M reported · 112 holdings listed · SEC ↗

Q2 2025
Aug 12 Hanover Advisors Inc

$245.24M reported · 97 holdings listed · SEC ↗

Q2 2025
Aug 12 H&F Corporate Investors VIII, Ltd.

$243.15M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 12 Turiya Advisors Asia Ltd

$241.45M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 12 Union Square Park Capital Management, LLC

$238.00M reported · 51 holdings listed · SEC ↗

Q2 2025
Aug 12 Sagil Capital LLP

$237.65M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 12 Weitzel Financial Services, Inc.

$236.23M reported · 48 holdings listed · SEC ↗

Q2 2025
Aug 12 Cowa, Llc

$234.06M reported · 125 holdings listed · SEC ↗

Q2 2025
Aug 12 Aspiring Ventures, LLC

$227.01M reported · 95 holdings listed · SEC ↗

Q2 2025
Aug 12 Westport Asset Management Inc

$226.25M reported · 76 holdings listed · SEC ↗

Q2 2025
Aug 12 Waterfall Asset Management, LLC

$225.52M reported · 12 holdings listed · SEC ↗

Q2 2025
Aug 12 Retirement Planning Co of New England, Inc.

$224.53M reported · 233 holdings listed · SEC ↗

Q2 2025
Aug 12 Wisconsin Wealth Advisors, LLC 3 reports combined

$224.51M reported · 216 holdings listed · SEC ↗

Aug 12–Aug 12
Aug 12 Bandera Partners LLC

$221.86M reported · 14 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 12 FreeGulliver LLC

$219.15M reported · 88 holdings listed · SEC ↗

Q2 2025
Aug 12 Employees' Retirement Fund of the City of Fort Worth

$218.94M reported · 13 holdings listed · SEC ↗

Q2 2025
Aug 12 IvyRock Asset Management (HK) Ltd

$216.71M reported · 13 holdings listed · SEC ↗

Q2 2025
Aug 12 DCF Advisers, LLC

$215.76M reported · 84 holdings listed · SEC ↗

Q2 2025
Aug 12 Tumwater Wealth Management, LLC

$215.24M reported · 37 holdings listed · SEC ↗

Q2 2025
Aug 12 Spectrum Wealth Advisory Group, LLC

$214.95M reported · 62 holdings listed · SEC ↗

Q2 2025
Aug 12 Prosperitas Financial LLC

$212.83M reported · 59 holdings listed · SEC ↗

Q2 2025
Aug 12 Guerra Advisors Inc

$211.57M reported · 72 holdings listed · SEC ↗

Q2 2025
Aug 12 Lodestone Wealth Management LLC

$205.39M reported · 168 holdings listed · SEC ↗

Q2 2025
Aug 12 Martin Worley Group

$205.32M reported · 87 holdings listed · SEC ↗

Q2 2025
Aug 12 YANKCOM Partnership

$204.40M reported · 527 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 12 PSI Advisors, LLC

$203.69M reported · 181 holdings listed · SEC ↗

Q2 2025
Aug 12 Cooper/Haims Advisors, Llc

$203.02M reported · 85 holdings listed · SEC ↗

Q2 2025
Aug 12 Adalta Capital Management LLC

$199.28M reported · 121 holdings listed · SEC ↗

Q2 2025
Aug 12 Absolute Capital Management, Llc

$198.96M reported · 123 holdings listed · SEC ↗

Q2 2025
Aug 12 University of Massachusetts Foundation, Inc.

$198.60M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 12 Maripau Wealth Management Llc

$198.50M reported · 160 holdings listed · SEC ↗

Q2 2025
Aug 12 Unison Asset Management LLC

$198.41M reported · 28 holdings listed · SEC ↗

Q2 2025
Aug 12 Solano Wealth Investment Advisors LLC

$194.83M reported · 36 holdings listed · SEC ↗

Q2 2025
Aug 12 Latigo Investments, LLC

$194.18M reported · 15 holdings listed · SEC ↗

Q2 2025
Aug 12 Amitell Capital Pte Ltd

$193.28M reported · 51 holdings listed · SEC ↗

Q2 2025
Aug 12 Long Island Wealth Management, Inc.

$192.52M reported · 81 holdings listed · SEC ↗

Q2 2025
Aug 12 Ameraudi Asset Management, Inc.

$190.72M reported · 86 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 12 NorthStar Asset Management LLC /NJ/

$189.64M reported · 94 holdings listed · SEC ↗

Q2 2025
Aug 12 Agp Franklin, Llc

$189.02M reported · 82 holdings listed · SEC ↗

Q2 2025
Aug 12 Horizon Financial Services, Llc

$188.60M reported · 321 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 12 Ade, Llc

$187.98M reported · 79 holdings listed · SEC ↗

Q2 2025
Aug 12 Blue Investment Opportunities, LLC - Project Breeze…

$187.94M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 12 Enterprise Financial Services Corp

$187.38M reported · 309 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 12 GSI Capital Advisors LLC

$186.71M reported · 60 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 12 Resolute Wealth Strategies, LLC

$186.60M reported · 101 holdings listed · SEC ↗

Q2 2025
Aug 12 Riverstone Advisors, LLC

$184.97M reported · 59 holdings listed · SEC ↗

Q2 2025
Aug 12 Rule One Partners, LLC

$184.38M reported · 9 holdings listed · SEC ↗

Q2 2025
Aug 12 Nipun Capital, L.P.

$184.30M reported · 12 holdings listed · SEC ↗

Q2 2025
Aug 12 Trivant Custom Portfolio Group, LLC

$182.08M reported · 101 holdings listed · SEC ↗

Q2 2025
Aug 12 Athena Investment Management

$178.89M reported · 155 holdings listed · SEC ↗

Q2 2025
Aug 12 Foresite Capital Management VI LLC

$177.88M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 12 Robert Bosch GmbH

$176.81M reported · 2 holdings listed · SEC ↗

Q2 2025
Aug 12 Patrick Mauro Investment Advisor, INC.

$176.70M reported · 40 holdings listed · SEC ↗

Q2 2025
Aug 12 Scalar Gauge Management, Llc

$175.53M reported · 30 holdings listed · SEC ↗

Q2 2025
Aug 12 Investments & Financial Planning, LLC

$173.62M reported · 37 holdings listed · SEC ↗

Q2 2025
Aug 12 17 Capital Partners, Llc

$173.28M reported · 143 holdings listed · SEC ↗

Q2 2025
Aug 12 Fosse Capital Partners LLP

$172.58M reported · 2 holdings listed · SEC ↗

Q2 2025
Aug 12 William B. Walkup & Associates, Inc.

$169.75M reported · 163 holdings listed · SEC ↗

Q2 2025
Aug 12 Viawealth, Llc

$169.15M reported · 149 holdings listed · SEC ↗

Q2 2025
Aug 12 Nutshell Asset Management Ltd

$168.03M reported · 24 holdings listed · SEC ↗

Q2 2025
Aug 12 Wafra Inc.

$167.09M reported · 2 holdings listed · SEC ↗

Q2 2025
Aug 12 MWA Asset Management

$163.39M reported · 118 holdings listed · SEC ↗

Q2 2025
Aug 12 Clark Financial Services Group Inc …

$162.65M reported · 168 holdings listed · SEC ↗

Q2 2025
Aug 12 TSG Consumer Partners LP

$160.49M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 12 Landing Point Financial Group, LLC

$158.64M reported · 69 holdings listed · SEC ↗

Q2 2025
Aug 12 AI-Squared Management Ltd

$158.58M reported · 11 holdings listed · SEC ↗

Q2 2025
Aug 12 Councilmark Asset Management, LLC

$157.94M reported · 86 holdings listed · SEC ↗

Q2 2025
Aug 12 Pring Turner Capital Group Inc

$154.78M reported · 67 holdings listed · SEC ↗

Q2 2025
Aug 12 Ames National Corp

$154.64M reported · 123 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 12 Leigh Baldwin & Co., Llc

$152.08M reported · 181 holdings listed · SEC ↗

Q2 2025
Aug 12 Guerra Pan Advisors, Llc

$151.68M reported · 112 holdings listed · SEC ↗

Q2 2025
Aug 12 Green Court Capital Management Ltd

$151.23M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 12 Cadence Wealth Management LLC

$151.19M reported · 51 holdings listed · SEC ↗

Q2 2025
Aug 12 Sky-Mountain Capital Management, Inc.

$150.51M reported · 36 holdings listed · SEC ↗

Q2 2025
Aug 12 Opus Investment Management Inc

$150.45M reported · 29 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 12 Barnes Pettey Financial Advisors, Llc

$149.67M reported · 110 holdings listed · SEC ↗

Q2 2025
Aug 12 Erickson Financial Group, LLC

$148.01M reported · 26 holdings listed · SEC ↗

Q2 2025
Aug 12 Marshall & Sterling Wealth Advisors Inc.

$147.72M reported · 7,185 holdings listed · SEC ↗

Q2 2025
Aug 12 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

$146.92M reported · 49 holdings listed · SEC ↗

Q2 2025
Aug 12 Providence Wealth Advisors, LLC

$145.67M reported · 87 holdings listed · SEC ↗

Q2 2025
Aug 12 Bluegrass Capital Partners LP

$144.28M reported · 11 holdings listed · SEC ↗

Q2 2025
Aug 12 Wernau Asset Management Inc.

$143.89M reported · 46 holdings listed · SEC ↗

Q2 2025
Aug 12 Del-Sette Capital Management, LLC

$143.81M reported · 49 holdings listed · SEC ↗

Q2 2025
Aug 12 Terra Nova Asset Management LLC

$143.04M reported · 89 holdings listed · SEC ↗

Q2 2025
Aug 12 South Plains Financial, Inc.

$142.20M reported · 321 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 12 Fidato Wealth LLC

$139.94M reported · 11 holdings listed · SEC ↗

Q2 2025
← Previous Page 43 / 100 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