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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
MDA MDA Space Ltd +63 +63 64
RNA +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 4,601–4,700 of 10,586 managers that reported this season
One row per manager: these managers filed 10,946 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

May 12 Chicago Wealth Management, Inc.

$250.51M reported · 59 holdings listed · SEC ↗

Q1 2026
May 12 Step Capital Management Pte. Ltd.

$249.08M reported · 27 holdings listed · SEC ↗

Q1 2026
May 12 Resolute Capital, Llc

$246.89M reported · 64 holdings listed · SEC ↗

Q1 2026
May 12 Pilgrim Partners Asia Pte Ltd

$245.60M reported · 126 holdings listed · SEC ↗

Q1 2026
May 12 Cadence Wealth Management LLC

$239.70M reported · 58 holdings listed · SEC ↗

Q1 2026
May 12 Pfizer Inc

$238.78M reported · 21 holdings listed · SEC ↗

Q1 2026
May 12 Gallatin Point Capital LLC

$238.08M reported · 2 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 12 Keeler Thomas Management LLC

$236.27M reported · 118 holdings listed · SEC ↗

Q1 2026
May 12 I.G.Y. Ltd

$235.28M reported · 3 holdings listed · SEC ↗

Q1 2026
May 12 Napean Trading & Investment Co (Singapore) PTE Ltd

$232.96M reported · 16 holdings listed · SEC ↗

Q1 2026
May 12 Dogwood Wealth Management LLC

$230.25M reported · 860 holdings listed · SEC ↗

Q1 2026
May 12 Altura Wealth Advisors Inc.

$229.13M reported · 75 holdings listed · SEC ↗

Q1 2026
May 12 Cascade Wealth Advisors, Inc

$227.74M reported · 60 holdings listed · SEC ↗

Q1 2026
May 12 Aspect Management, LLC

$223.51M reported · 1 holdings listed · SEC ↗

Q1 2026
May 12 Second Half Financial Partners, LLC

$222.10M reported · 96 holdings listed · SEC ↗

Q1 2026
May 12 GGM Financial LLC

$217.27M reported · 236 holdings listed · SEC ↗

Q1 2026
May 12 Cooper/Haims Advisors, Llc

$212.50M reported · 103 holdings listed · SEC ↗

Q1 2026
May 12 Hrc Wealth Management, Llc

$211.67M reported · 59 holdings listed · SEC ↗

Q1 2026
May 12 BlackDiamond Wealth Management, LLC

$208.15M reported · 203 holdings listed · SEC ↗

Q1 2026
May 12 Richardson Capital Management LLC

$207.15M reported · 394 holdings listed · SEC ↗

Q1 2026
May 12 2UniFi Bank

$206.51M reported · 519 holdings listed · SEC ↗

Q1 2026
May 12 Palmer Knight Co

$204.93M reported · 32 holdings listed · SEC ↗

Q1 2026
May 12 Optimize Financial Inc

$203.29M reported · 297 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Straightline Group Llc

$201.12M reported · 17 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Lrz Capital Llc

$199.80M reported · 16 holdings listed · SEC ↗

Q1 2026
May 12 Finer Wealth Management, Inc.

$199.41M reported · 87 holdings listed · SEC ↗

Q1 2026
May 12 Niatross Investments Ltd

$198.67M reported · 1 holdings listed · SEC ↗

Q1 2026
May 12 KilterHowling LLC

$198.25M reported · 49 holdings listed · SEC ↗

Q1 2026
May 12 Athena Investment Management

$192.79M reported · 153 holdings listed · SEC ↗

Q1 2026
May 12 Gouws Capital LLC

$188.89M reported · 58 holdings listed · SEC ↗

Q1 2026
May 12 Destiny Capital Corp/CO

$187.66M reported · 53 holdings listed · SEC ↗

Q1 2026
May 12 Panoramic Investment Advisors, Llc amended

$184.93M reported · 130 holdings listed · SEC ↗

Q1 2026
May 12 Stephenson & Company, Inc.

$184.43M reported · 43 holdings listed · SEC ↗

Q1 2026
May 12 Kmt Wealth Management, Llc

$184.05M reported · 17 holdings listed · SEC ↗

Q1 2026
May 12 Quantedge Capital Pte Ltd

$182.81M reported · 51 holdings listed · SEC ↗

Q1 2026
May 12 Wisconsin Capital Management Llc

$182.19M reported · 51 holdings listed · SEC ↗

Q1 2026
May 12 Hager Investment Management Services, Llc

$181.97M reported · 329 holdings listed · SEC ↗

Q1 2026
May 12 VestGen Investment Management

$181.32M reported · 216 holdings listed · SEC ↗

Q1 2026
May 12 Fairfield, Bush & Co.

$180.11M reported · 119 holdings listed · SEC ↗

Q1 2026
May 12 Cornerstone Wealth Partners, LLC

$176.28M reported · 19 holdings listed · SEC ↗

Q1 2026
May 12 Providence Financial Advisors, LLC

$175.47M reported · 59 holdings listed · SEC ↗

Q1 2026
May 12 Arbiter Partners Capital Management LLC

$174.51M reported · 45 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 12 Advanced Micro Devices Inc

$174.39M reported · 4 holdings listed · SEC ↗

Q1 2026
May 12 Councilmark Asset Management, LLC

$174.33M reported · 85 holdings listed · SEC ↗

Q1 2026
May 12 Innovative Asset Advisors Group, LLC

$173.17M reported · 1,040 holdings listed · SEC ↗

Q1 2026
May 12 R.M.Sincerbeaux Capital Management Llc

$171.51M reported · 38 holdings listed · SEC ↗

Q1 2026
May 12 Granite FO LLC amended

$169.01M reported · 593 holdings listed · SEC ↗

Q1 2026
May 12 Disciplined Investors, L.L.C.

$167.98M reported · 139 holdings listed · SEC ↗

Q1 2026
May 12 Ames National Corp

$166.64M reported · 120 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Marin Bay Wealth Advisors, LLC

$166.28M reported · 127 holdings listed · SEC ↗

Q1 2026
May 12 Bitterroot Capital Advisors Llc

$164.70M reported · 60 holdings listed · SEC ↗

Q1 2026
May 12 Millennium Capital Advisors, LLC

$162.47M reported · 133 holdings listed · SEC ↗

Q1 2026
May 12 Guerra Pan Advisors, Llc

$161.67M reported · 121 holdings listed · SEC ↗

Q1 2026
May 12 CBM Financial, LLC

$160.25M reported · 16 holdings listed · SEC ↗

Q1 2026
May 12 Up Strategic Wealth Investment Advisors Llc

$158.78M reported · 98 holdings listed · SEC ↗

Q1 2026
May 12 Oppenheimer & Close, LLC

$158.61M reported · 56 holdings listed · SEC ↗

Q1 2026
May 12 Kuhn & Co Investment Counsel

$155.25M reported · 142 holdings listed · SEC ↗

Q1 2026
May 12 Minerva Advisors LLC

$154.91M reported · 92 holdings listed · SEC ↗

Q1 2026
May 12 LeConte Wealth Management, LLC

$154.70M reported · 152 holdings listed · SEC ↗

Q1 2026
May 12 Millbank Dartmoor Portsmouth Llc

$153.73M reported · 2 holdings listed · SEC ↗

Q1 2026
May 12 Integras Partners LLC

$152.24M reported · 69 holdings listed · SEC ↗

Q1 2026
May 12 Ibex Investors Llc

$151.97M reported · 14 holdings listed · SEC ↗

Q1 2026
May 12 Charter Research & Investment Group, Inc.

$150.13M reported · 86 holdings listed · SEC ↗

Q1 2026
May 12 Clark Wealth Partners

$148.87M reported · 604 holdings listed · SEC ↗

Q1 2026
May 12 Processus Wealth & Capital Management, LLC

$147.27M reported · 35 holdings listed · SEC ↗

Q1 2026
May 12 Crestwood Capital Management, L.P.

$145.52M reported · 15 holdings listed · SEC ↗

Q1 2026
May 12 Tme Financial, Inc.

$144.31M reported · 65 holdings listed · SEC ↗

Q1 2026
May 12 Entrust Financial Llc

$143.00M reported · 457 holdings listed · SEC ↗

Q1 2026
May 12 Cooper Capital Advisors LLC

$142.92M reported · 35 holdings listed · SEC ↗

Q1 2026
May 12 Avant Capital LLC

$142.21M reported · 76 holdings listed · SEC ↗

Q1 2026
May 12 Orcam Financial Group

$140.85M reported · 62 holdings listed · SEC ↗

Q1 2026
May 12 WealthTrak Capital Management LLC

$140.02M reported · 80 holdings listed · SEC ↗

Q1 2026
May 12 Chapman Financial Group, Llc

$139.75M reported · 315 holdings listed · SEC ↗

Q1 2026
May 12 Shade Tree Advisors LLC

$139.59M reported · 27 holdings listed · SEC ↗

Q1 2026
May 12 Kennondale Capital Management LLC

$138.73M reported · 78 holdings listed · SEC ↗

Q1 2026
May 12 Planwiser Financial, Llc

$138.13M reported · 47 holdings listed · SEC ↗

Q1 2026
May 12 Lepercq De Neuflize Asset Management LLC amended

$137.98M reported · 26 holdings listed · SEC ↗

Q1 2026
May 12 Tannin Capital LLC

$137.79M reported · 152 holdings listed · SEC ↗

Q1 2026
May 12 AI-Squared Management Ltd

$137.41M reported · 19 holdings listed · SEC ↗

Q1 2026
May 12 Womack Financial LLC

$135.91M reported · 71 holdings listed · SEC ↗

Q1 2026
May 12 LightSquare Wealth Management, LLC

$133.49M reported · 92 holdings listed · SEC ↗

Q1 2026
May 12 Axos Invest Inc.

$132.31M reported · 19 holdings listed · SEC ↗

Q1 2026
May 12 Collier Financial

$131.12M reported · 136 holdings listed · SEC ↗

Q1 2026
May 12 Legacy Advisory Services, LLC

$130.98M reported · 49 holdings listed · SEC ↗

Q1 2026
May 12 Vienna Asset Management LLC

$128.75M reported · 60 holdings listed · SEC ↗

Q1 2026
May 12 Safe Harbor Family Capital, LLC

$127.82M reported · 55 holdings listed · SEC ↗

Q1 2026
May 12 Pelham Capital Ltd.

$127.60M reported · 9 holdings listed · SEC ↗

Q1 2026
May 12 Chesapeake Asset Management Llc

$126.04M reported · 328 holdings listed · SEC ↗

Q1 2026
May 12 Virtue Asset Management Llc

$125.55M reported · 106 holdings listed · SEC ↗

Q1 2026
May 12 VanWeelden Wealth Management, LLC

$125.40M reported · 31 holdings listed · SEC ↗

Q1 2026
May 12 Pcg Asset Management, Llc

$125.08M reported · 78 holdings listed · SEC ↗

Q1 2026
May 12 Prosperity Bancshares Inc

$124.75M reported · 414 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Barington Companies Management, Llc

$123.13M reported · 8 holdings listed · SEC ↗

Q1 2026
May 12 Reyes Financial Architecture, Inc.

$122.36M reported · 348 holdings listed · SEC ↗

Q1 2026
May 12 Dynamic Financial Group

$122.29M reported · 69 holdings listed · SEC ↗

Q1 2026
May 12 Valliance Asset Management Ltd

$121.91M reported · 8 holdings listed · SEC ↗

Q1 2026
May 12 TT Capital Management LLC

$121.27M reported · 73 holdings listed · SEC ↗

Q1 2026
May 12 Frisco Financial Planning LLC

$121.23M reported · 29 holdings listed · SEC ↗

Q1 2026
May 12 Commerce Advisors, LLC

$118.98M reported · 122 holdings listed · SEC ↗

Q1 2026
May 12 Worldly Partners Management, Llc

$118.43M reported · 3 holdings listed · SEC ↗

Q1 2026
← Previous Page 47 / 106 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