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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 4,701–4,800 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 Godfrey Financial Associates, Inc.

$116.53M reported · 1,122 holdings listed · SEC ↗

Q1 2026
May 12 Chung Wu Investment Group, LLC

$116.09M reported · 259 holdings listed · SEC ↗

Q1 2026
May 12 Bey-Douglas LLC

$114.64M reported · 56 holdings listed · SEC ↗

Q1 2026
May 12 Turning Point Benefit Group, Inc.

$113.36M reported · 4,307 holdings listed · SEC ↗

Q1 2026
May 12 Matters Capital Llc

$112.83M reported · 63 holdings listed · SEC ↗

Q1 2026
May 12 Graham Capital Wealth Management, Llc

$112.62M reported · 56 holdings listed · SEC ↗

Q1 2026
May 12 Professional Financial Solutions Llc …

$112.41M reported · 38 holdings listed · SEC ↗

Q1 2026
May 12 Green Court Capital Management Ltd

$108.08M reported · 5 holdings listed · SEC ↗

Q1 2026
May 12 WestBridge Capital Management, LLC

$107.44M reported · 1 holdings listed · 6 other managers included · SEC ↗

Q1 2026
May 12 Explore Capital Management, LLC

$106.75M reported · 11 holdings listed · SEC ↗

Q1 2026
May 12 Haven Global Partners, LLC

$106.33M reported · 8 holdings listed · SEC ↗

Q1 2026
May 12 Ruggiero Investments, Inc.

$103.42M reported · 78 holdings listed · SEC ↗

Q1 2026
May 12 Dalton Investments, Inc.

$103.33M reported · 17 holdings listed · SEC ↗

Q1 2026
May 12 Parsonex Advisory Services, Inc.

$102.28M reported · 56 holdings listed · SEC ↗

Q1 2026
May 12 Piper Sandler & Co.

$102.02M reported · 21 holdings listed · SEC ↗

Q1 2026
May 12 Vines Capital Management, LLC

$100.91M reported · 88 holdings listed · SEC ↗

Q1 2026
May 12 XY Capital Ltd

$100.84M reported · 95 holdings listed · SEC ↗

Q1 2026
May 12 Jeter Robert S II

$100.41M reported · 43 holdings listed · SEC ↗

Q1 2026
May 12 Arrow Capital Pty Ltd

$99.96M reported · 17 holdings listed · SEC ↗

Q1 2026
May 12 Sapphire Ventures, L.P.

$99.45M reported · 4 holdings listed · SEC ↗

Q1 2026
May 12 Oakmont Advisory Group, LLC

$98.20M reported · 119 holdings listed · SEC ↗

Q1 2026
May 12 Professional Financial Management, Inc.

$96.06M reported · 23 holdings listed · SEC ↗

Q1 2026
May 12 E6 Portfolios, LLC

$95.91M reported · 58 holdings listed · SEC ↗

Q1 2026
May 12 Red Reef Advisors Llc

$95.55M reported · 179 holdings listed · SEC ↗

Q1 2026
May 12 FirstWave Capital Management LLC

$94.08M reported · 27 holdings listed · SEC ↗

Q1 2026
May 12 Telligent Fund, LP

$93.62M reported · 24 holdings listed · SEC ↗

Q1 2026
May 12 Jackson Brooke LLC

$92.30M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Kazazian Asset Management, LLC

$91.53M reported · 43 holdings listed · SEC ↗

Q1 2026
May 12 SCP Investment, LP

$90.27M reported · 48 holdings listed · SEC ↗

Q1 2026
May 12 Angel Oak Capital Advisors, LLC

$90.00M reported · 33 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Blue Line Capital, LLC / IL

$88.37M reported · 65 holdings listed · SEC ↗

Q1 2026
May 12 Caz Investments Lp

$85.60M reported · 45 holdings listed · SEC ↗

Q1 2026
May 12 Prism Planning Partners LLC

$84.55M reported · 64 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Teachers Insurance & Annuity Association Of America

$79.74M reported · 84 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Empower Harvest Management Services, Inc.

$74.45M reported · 1 holdings listed · 4 other managers included · SEC ↗

Q1 2026
May 12 Benson Wealth Management INC

$73.10M reported · 354 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Fidelis Wealth Advisors LLC

$68.66M reported · 11 holdings listed · SEC ↗

Q1 2026
May 12 Ivy Lane Capital Management, Llc

$66.15M reported · 11 holdings listed · SEC ↗

Q1 2026
May 12 Corre Partners Management, LLC

$64.94M reported · 3 holdings listed · SEC ↗

Q1 2026
May 12 Provident Co of the Employees of the Hebrew…

$63.41M reported · 26 holdings listed · SEC ↗

Q1 2026
May 12 Bregal General Partner Jersey Ltd

$62.26M reported · 1 holdings listed · SEC ↗

Q1 2026
May 12 Texas County & District Retirement System

$60.77M reported · 1 holdings listed · SEC ↗

Q1 2026
May 12 Greencape Capital Pty Ltd

$59.91M reported · 2 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Virginia Estate & Retirement Planning Advisors Inc.

$57.16M reported · 159 holdings listed · SEC ↗

Q1 2026
May 12 Notable Capital Management, L.L.C.

$53.39M reported · 7 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 SymBiosis Capital Partners, LLC

$52.77M reported · 6 holdings listed · SEC ↗

Q1 2026
May 12 Silver Rock Financial LP

$49.65M reported · 22 holdings listed · SEC ↗

Q1 2026
May 12 Vickerman Investment Advisors, Inc.

$47.58M reported · 94 holdings listed · SEC ↗

Q1 2026
May 12 Versor Investments LP

$40.84M reported · 31 holdings listed · SEC ↗

Q1 2026
May 12 TCG Capital Management, LP

$39.44M reported · 1 holdings listed · SEC ↗

Q1 2026
May 12 Diana Davis Spencer Foundation

$39.30M reported · 2 holdings listed · SEC ↗

Q1 2026
May 12 IFG Advisory, LLC

$34.88M reported · 335 holdings listed · SEC ↗

Q1 2026
May 12 Viola Ventures V.C. Management 4 Ltd.

$34.80M reported · 4 holdings listed · 4 other managers included · SEC ↗

Q1 2026
May 12 Rpo Llc

$32.35M reported · 24 holdings listed · SEC ↗

Q1 2026
May 12 Clal Insurance Enterprises Holdings Ltd

$16.62M reported · 214 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 12 Ppm America Inc/Il

$16.60M reported · 5 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Swiss Re Ltd

$16.36M reported · 239 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 12 Summit Rock Advisors, LP

$15.97M reported · 1 holdings listed · SEC ↗

Q1 2026
May 12 Pura Vida Investments, Llc

$14.88M reported · 17 holdings listed · SEC ↗

Q1 2026
May 12 Ilmarinen Mutual Pension Insurance Co

$12.71M reported · 462 holdings listed · SEC ↗

Q1 2026
May 12 Vaughan David Investments Llc/Il

$4.73M reported · 234 holdings listed · SEC ↗

Q1 2026
May 12 TrinityBridge Ltd

$3.69M reported · 273 holdings listed · SEC ↗

Q1 2026
May 12 Vestcor Inc

$3.63M reported · 1,192 holdings listed · SEC ↗

Q1 2026
May 12 Greenwich Wealth Management LLC

$2.45M reported · 308 holdings listed · SEC ↗

Q1 2026
May 12 Thoroughbred Financial Services, Llc

$1.67M reported · 574 holdings listed · SEC ↗

Q1 2026
May 12 M Holdings Securities, Inc.

$1.48M reported · 289 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Payden & Rygel

$1.30M reported · 114 holdings listed · SEC ↗

Q1 2026
May 12 Covington Investment Advisors Inc.

$680,498 reported · 74 holdings listed · SEC ↗

Q1 2026
May 12 WFM ASIA (BVI) Ltd

$632,089 reported · 6 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Lathrop Investment Management Co

$534,343 reported · 83 holdings listed · SEC ↗

Q1 2026
May 12 von Borstel & Associates, Inc.

$437,016 reported · 42 holdings listed · SEC ↗

Q1 2026
May 12 Hunter Perkins Capital Management, LLC

$426,554 reported · 143 holdings listed · SEC ↗

Q1 2026
May 12 Tobam

$384,172 reported · 250 holdings listed · SEC ↗

Q1 2026
May 12 Ogorek Anthony Joseph /Ny/ /Adv amended

$364,904 reported · 719 holdings listed · SEC ↗

Q1 2026
May 12 Wood Tarver Financial Group, LLC

$361,858 reported · 155 holdings listed · SEC ↗

Q1 2026
May 12 Investor's Fiduciary Advisor Network, LLC

$326,427 reported · 270 holdings listed · SEC ↗

Q1 2026
May 12 Olde Wealth Management, LLC

$315,976 reported · 116 holdings listed · SEC ↗

Q1 2026
May 12 Wayfinding Financial, LLC

$230,306 reported · 157 holdings listed · SEC ↗

Q1 2026
May 12 Cloud Capital Management, LLC

$229,414 reported · 105 holdings listed · SEC ↗

Q1 2026
May 12 Beaton Management Co. Inc.

$224,571 reported · 146 holdings listed · SEC ↗

Q1 2026
May 12 Elite Financial, Inc.

$223,062 reported · 54 holdings listed · SEC ↗

Q1 2026
May 12 Columbia River Financial Group, LLC

$172,266 reported · 58 holdings listed · SEC ↗

Q1 2026
May 12 Phillip James Consulting Co.

$131,859 reported · 378 holdings listed · SEC ↗

Q1 2026
May 12 Kepos Capital LP

$61,295 reported · 149 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 12 Madison International Realty Holdings, LLC

value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
May 12 EIG Asset Management, LLC

value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
May 12 Central Bank Of Brazil

value not stated on cover page · SEC ↗

Q1 2026
May 12 Covenant Partners, LLC

value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
May 12 Frist Capital, LLC

value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
May 12 Renwick Deborah Lee

value not stated on cover page · SEC ↗

Q1 2026
May 12 Kepos Partners LLC

value not stated on cover page · SEC ↗

Q1 2026
May 12 Mountain Capital Management, LLC

value not stated on cover page · SEC ↗

Q1 2026
May 12 Manufacturers & Traders Trust Co

value not stated on cover page · SEC ↗

Q1 2026
May 12 First Eagle Separate Account Management, Llc

value not stated on cover page · SEC ↗

Q1 2026
May 12 Dubly Transatlantique Gestion

value not stated on cover page · SEC ↗

Q1 2026
May 12 First Sentier Investors International IM Ltd

value not stated on cover page · SEC ↗

Q1 2026
May 12 First Sentier Investors (Singapore)

value not stated on cover page · SEC ↗

Q1 2026
May 12 Jackson Financial Inc.

value not stated on cover page · SEC ↗

Q1 2026
May 12 Wakefield Wealth Management LLLP

value not stated on cover page · SEC ↗

Q1 2026
May 12 Westpac Financial Services Ltd

value not stated on cover page · SEC ↗

Q1 2026
← Previous Page 48 / 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