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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
VSTS Vestis Corporation -5 −6 14
JD JD.com, Inc. -5 −6 17
RYAN Ryan Specialty… -5 −5 14
IBP Installed Building… -5 −5 12
HAIN -5 −5 12
DECK Deckers Outdoor… -5 −5 17
DD DuPont de Nemours… -5 −5 21

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 4,701–4,800 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 11 Cramer Rosenthal Mcglynn Llc

$1.45B reported · 84 holdings listed · SEC ↗

Q2 2025
Aug 11 Y.D. More Investments Ltd

$1.45B reported · 565 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Aug 11 ARS Investment Partners, LLC

$1.37B reported · 185 holdings listed · SEC ↗

Q2 2025
Aug 11 Greenbrier Partners Capital Management, LLC

$1.36B reported · 13 holdings listed · SEC ↗

Q2 2025
Aug 11 Regal Investment Advisors LLC

$1.33B reported · 481 holdings listed · SEC ↗

Q2 2025
Aug 11 Mar Vista Investment Partners Llc

$1.31B reported · 57 holdings listed · SEC ↗

Q2 2025
Aug 11 First American Trust, Fsb

$1.25B reported · 412 holdings listed · SEC ↗

Q2 2025
Aug 11 Clean Energy Transition LLP

$1.25B reported · 17 holdings listed · SEC ↗

Q2 2025
Aug 11 Strategic Wealth Partners, Ltd.

$1.24B reported · 321 holdings listed · SEC ↗

Q2 2025
Aug 11 Shufro Rose & Co Llc

$1.24B reported · 311 holdings listed · SEC ↗

Q2 2025
Aug 11 Edgemoor Investment Advisors, Inc.

$1.16B reported · 170 holdings listed · SEC ↗

Q2 2025
Aug 11 Delta Asset Management Llc/Tn

$1.15B reported · 603 holdings listed · SEC ↗

Q2 2025
Aug 11 Intrust Bank Na

$1.13B reported · 730 holdings listed · SEC ↗

Q2 2025
Aug 11 Nicola Wealth Management Ltd.

$1.07B reported · 104 holdings listed · SEC ↗

Q2 2025
Aug 11 WPWealth LLP 2 reports combined

$1.06B reported · 177 holdings listed · SEC ↗

Aug 11–Aug 11
Aug 11 Johnson Financial Group, LLC

$1.06B reported · 77 holdings listed · SEC ↗

Q2 2025
Aug 11 Diversified Portfolios, Inc.

$1.05B reported · 163 holdings listed · SEC ↗

Q2 2025
Aug 11 Wescott Financial Advisory Group, LLC

$1.05B reported · 191 holdings listed · SEC ↗

Q2 2025
Aug 11 Qsemble Capital Management, LP

$1.04B reported · 410 holdings listed · SEC ↗

Q2 2025
Aug 11 Perennial Investment Advisors, LLC

$1.04B reported · 475 holdings listed · SEC ↗

Q2 2025
Aug 11 Root Financial Partners, LLC

$1.03B reported · 253 holdings listed · SEC ↗

Q2 2025
Aug 11 Estate Counselors, LLC

$1.02B reported · 82 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 11 Shenkman Capital Management Inc

$1.00B reported · 124 holdings listed · SEC ↗

Q2 2025
Aug 11 Suncoast Equity Management amended

$976.79M reported · 85 holdings listed · SEC ↗

Q2 2025
Aug 11 Greenland Capital Management LP

$973.25M reported · 332 holdings listed · SEC ↗

Q2 2025
Aug 11 Inspire Advisors, LLC

$963.85M reported · 499 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 11 Arrow Financial Corp

$949.68M reported · 286 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 11 Rockbridge Investment Management, LCC

$932.81M reported · 133 holdings listed · SEC ↗

Q2 2025
Aug 11 Tower Bridge Advisors

$930.24M reported · 191 holdings listed · SEC ↗

Q2 2025
Aug 11 GFI Investment Counsel Ltd.

$917.92M reported · 21 holdings listed · SEC ↗

Q2 2025
Aug 11 TRUE Private Wealth Advisors

$890.05M reported · 244 holdings listed · SEC ↗

Q2 2025
Aug 11 HHM Wealth Advisors, LLC

$841.29M reported · 873 holdings listed · SEC ↗

Q2 2025
Aug 11 Baldwin Investment Management, LLC

$828.37M reported · 209 holdings listed · SEC ↗

Q2 2025
Aug 11 Tamar Securities, LLC

$824.86M reported · 86 holdings listed · SEC ↗

Q2 2025
Aug 11 ICICI Prudential Asset Management Co Ltd

$802.74M reported · 156 holdings listed · SEC ↗

Q2 2025
Aug 11 Rit Capital Partners Plc

$797.72M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 11 Mosaic Family Wealth Partners, Llc

$784.94M reported · 229 holdings listed · SEC ↗

Q2 2025
Aug 11 Managed Asset Portfolios, Llc

$769.71M reported · 48 holdings listed · SEC ↗

Q2 2025
Aug 11 Elequin Capital, LP

$763.90M reported · 371 holdings listed · SEC ↗

Q2 2025
Aug 11 Pinnacle Wealth Planning Services, Inc.

$760.34M reported · 453 holdings listed · SEC ↗

Q2 2025
Aug 11 Parr Mcknight Wealth Management Group, Llc

$728.66M reported · 227 holdings listed · SEC ↗

Q2 2025
Aug 11 MainStreet Investment Advisors LLC

$722.99M reported · 155 holdings listed · SEC ↗

Q2 2025
Aug 11 Lake Street Private Wealth, Llc

$702.72M reported · 256 holdings listed · SEC ↗

Q2 2025
Aug 11 Steadview Capital Management LLC

$692.48M reported · 10 holdings listed · SEC ↗

Q2 2025
Aug 11 Portside Wealth Group, LLC

$675.17M reported · 866 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 11 Culbertson A N & Co Inc

$651.31M reported · 127 holdings listed · SEC ↗

Q2 2025
Aug 11 Nordwand Advisors, LLC

$637.49M reported · 174 holdings listed · SEC ↗

Q2 2025
Aug 11 Primavera Capital Management Ltd

$622.23M reported · 3 holdings listed · SEC ↗

Q2 2025
Aug 11 Blue Bell Private Wealth Management, Llc

$598.52M reported · 728 holdings listed · SEC ↗

Q2 2025
Aug 11 Bellwether Advisors, LLC

$585.43M reported · 599 holdings listed · SEC ↗

Q2 2025
Aug 11 12th Street Asset Management Company, LLC

$581.70M reported · 30 holdings listed · SEC ↗

Q2 2025
Aug 11 Bell Investment Advisors, Inc

$581.56M reported · 1,879 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 11 United Advisor Group, LLC

$578.42M reported · 381 holdings listed · SEC ↗

Q2 2025
Aug 11 Pfizer Inc

$576.19M reported · 24 holdings listed · SEC ↗

Q2 2025
Aug 11 Summit Wealth Partners, LLC

$524.39M reported · 213 holdings listed · SEC ↗

Q2 2025
Aug 11 PAX Financial Group, LLC

$523.27M reported · 234 holdings listed · SEC ↗

Q2 2025
Aug 11 Brass Tax Wealth Management, Inc

$519.25M reported · 228 holdings listed · SEC ↗

Q2 2025
Aug 11 America First Investment Advisors, LLC

$501.41M reported · 43 holdings listed · SEC ↗

Q2 2025
Aug 11 Westover Capital Advisors, LLC

$500.35M reported · 224 holdings listed · SEC ↗

Q2 2025
Aug 11 Goodman Financial Corp

$497.62M reported · 66 holdings listed · SEC ↗

Q2 2025
Aug 11 Cornerstone Planning Group LLC

$489.91M reported · 1,529 holdings listed · SEC ↗

Q2 2025
Aug 11 Keystone Investors Pte Ltd

$484.47M reported · 48 holdings listed · SEC ↗

Q2 2025
Aug 11 Hexagon Capital Partners LLC

$449.32M reported · 75 holdings listed · SEC ↗

Q2 2025
Aug 11 Clark Estates Inc/Ny

$445.69M reported · 97 holdings listed · SEC ↗

Q2 2025
Aug 11 Generali Investments, Management Co LLC

$441.82M reported · 161 holdings listed · SEC ↗

Q2 2025
Aug 11 Thames Capital Management Llc

$441.40M reported · 43 holdings listed · SEC ↗

Q2 2025
Aug 11 Poehling Capital Management, INC.

$428.13M reported · 135 holdings listed · SEC ↗

Q2 2025
Aug 11 Stonebrook Private Inc.

$427.41M reported · 197 holdings listed · SEC ↗

Q2 2025
Aug 11 Dorsey Wright & Associates

$420.53M reported · 133 holdings listed · SEC ↗

Q2 2025
Aug 11 Landaas & Co /Wi /Adv

$418.71M reported · 116 holdings listed · SEC ↗

Q2 2025
Aug 11 Pacific Ridge Capital Partners, LLC

$418.26M reported · 133 holdings listed · SEC ↗

Q2 2025
Aug 11 Talos Eurisko Asset Management LP

$417.40M reported · 17 holdings listed · SEC ↗

Q2 2025
Aug 11 Rwc Asset Advisors (Us) Llc

$414.61M reported · 16 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 11 Bluescape Energy Partners LLC

$411.07M reported · 6 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 11 Gr Financial Group, Llc

$409.01M reported · 25 holdings listed · SEC ↗

Q2 2025
Aug 11 Ritter Daniher Financial Advisory LLC / DE

$407.19M reported · 336 holdings listed · SEC ↗

Q2 2025
Aug 11 Bulltick Wealth Management, LLC

$405.29M reported · 121 holdings listed · SEC ↗

Q2 2025
Aug 11 Trium Capital LLP

$401.94M reported · 56 holdings listed · SEC ↗

Q2 2025
Aug 11 Bedell Frazier Investment Counselling, LLC

$397.24M reported · 110 holdings listed · SEC ↗

Q2 2025
Aug 11 Truffle Hound Capital, LLC

$390.81M reported · 59 holdings listed · SEC ↗

Q2 2025
Aug 11 Guidance Point Advisors, LLC

$389.26M reported · 86 holdings listed · SEC ↗

Q2 2025
Aug 11 Outlook Wealth Advisors, LLC

$388.84M reported · 269 holdings listed · SEC ↗

Q2 2025
Aug 11 Wbi Investments, Llc

$385.29M reported · 415 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 11 Platform Technology Partners

$382.97M reported · 259 holdings listed · SEC ↗

Q2 2025
Aug 11 Midwest Professional Planners, LTD.

$379.78M reported · 149 holdings listed · SEC ↗

Q2 2025
Aug 11 Rhino Investment Partners, Inc amended

$365.20M reported · 34 holdings listed · SEC ↗

Q2 2025
Aug 11 Ironsides Asset Advisors, LLC

$344.82M reported · 66 holdings listed · SEC ↗

Q2 2025
Aug 11 Alfreton Capital LLP

$344.60M reported · 5 holdings listed · SEC ↗

Q2 2025
Aug 11 Walter & Keenan Wealth Management Llc /In/ /Adv

$344.15M reported · 152 holdings listed · SEC ↗

Q2 2025
Aug 11 Mach-1 Financial Group, LLC

$342.45M reported · 216 holdings listed · SEC ↗

Q2 2025
Aug 11 Integrated Quantitative Investments LLC

$340.49M reported · 361 holdings listed · SEC ↗

Q2 2025
Aug 11 Birnam Oak Advisors, LP

$338.50M reported · 36 holdings listed · SEC ↗

Q2 2025
Aug 11 Buckley Wealth Management, LLC

$334.15M reported · 108 holdings listed · SEC ↗

Q2 2025
Aug 11 Performa Ltd (US), LLC

$331.71M reported · 53 holdings listed · SEC ↗

Q2 2025
Aug 11 Brown Wealth Management, Llc

$321.97M reported · 98 holdings listed · SEC ↗

Q2 2025
Aug 11 Shoker Investment Counsel, Inc.

$319.04M reported · 111 holdings listed · SEC ↗

Q2 2025
Aug 11 TSP Capital Management Group, LLC

$318.56M reported · 44 holdings listed · SEC ↗

Q2 2025
Aug 11 Absolute Gestao de Investimentos Ltda.

$311.81M reported · 57 holdings listed · SEC ↗

Q2 2025
Aug 11 Tidemark, LLC

$310.25M reported · 697 holdings listed · SEC ↗

Q2 2025
Aug 11 Blue Owl Capital Holdings LP

$309.86M reported · 73 holdings listed · 8 other managers included · SEC ↗

Q2 2025
← Previous Page 48 / 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