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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.

Filing season in progress: the 45-day window for Q3 2026 is still open; aggregates describe managers who have already filed, not the full universe.

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

2,488 of approximately 8,909 expected managers have filed for Q3 2026 (27.9%); “expected” = the prior season's filer count

2,60813F-HR reports
$2.78TΣ reported value
802.88KHoldings listedall filers · Q3 2026
20Amendments
127Notice filings
Oct 01First filed
Oct 23Latest filed

Σ value = cover-page totals as reported, across 2,608 of 2,608 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

2,608 reports filed Oct 01 to Oct 23; busiest day Oct 13 with 33794188283377Oct 01: 37 reportsOct 02: 19 reportsOct 05: 40 reportsOct 06: 33 reportsOct 07: 81 reportsOct 08: 86 reportsOct 09: 152 reportsOct 13: 337 reportsOct 14: 243 reportsOct 15: 196 reportsOct 16: 232 reportsOct 19: 226 reportsOct 20: 302 reportsOct 21: 212 reportsOct 22: 203 reportsOct 23: 209 reports100%337 on Oct 13Oct 1Oct 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.
0.0% of reports arrived in the final week before the Nov 14 deadline
What the tracked universe did this season
+1,149New positions
−792Full exits
5,826Increased
4,111Reduced
8Comparable 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
XOM Exxonmobil Holdings… +6 +6 6
SKHYV +5 +5 5
PDD PDD Holdings Inc. +3 +3 6
BTSG BrightSpring Health… +2 +2 5
PCOR Procore… +2 +2 5
EXPD Expeditors… +2 +2 6
PARR Par Pacific… +2 +2 5
SN SharkNinja, Inc. +2 +2 5

Most reduced so far

SecurityΔ holdersExitsHolders
APA APA Corporation -2 −2 3
INFY Infosys Limited -2 −2 4
IONS Ionis… -2 −2 3
TX Ternium S.A. -2 −2 3
APTV Aptiv PLC -2 −2 4
CNHI CNH Industrial N.V. -2 −2 3
FDXF FedEx Freight… -2 −2 4
PNR Pentair plc -2 −2 4

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 Lilly Endowment Inc $104.21B 1 Oct 19
2 Assenagon Asset Management S.A. $103.35B 1,096 Oct 15
3 Robeco Institutional Asset Management B.V. $83.24B 837 Oct 20
4 Wealth Enhancement Advisory Services, Llc $67.31B 4,427 Oct 13
5 Assetmark, Inc $59.48B 3,773 Oct 21
6 Ninety One UK Ltd $45.47B 331 Oct 15
7 TD Waterhouse Canada Inc. $38.40B 2,464 Oct 16
8 Nisa Investment Advisors, Llc (cover page only) $34.69B 3,180 Oct 20
9 Parnassus Investments, Llc $33.80B 123 Oct 22
10 Vontobel Holding Ltd. (cover page only) $27.67B 3,131 Oct 16
11 DAVENPORT & Co LLC (cover page only) $19.88B 1,389 Oct 14
12 Fort Washington Investment Advisors Inc /Oh/ (cover page only) $19.70B 466 Oct 15
Notable manager changes
01 Assenagon Asset Management S.A.

Reported value -35.6% QoQ ($160.39B → $103.35B)

→
02 Wealth Enhancement Advisory Services, Llc

Reported value +12.6% QoQ ($59.79B → $67.31B)

→
03 Parnassus Investments, Llc

Reported value -9.7% QoQ ($37.45B → $33.80B)

→
04 Lilly Endowment Inc

Reported value -3.9% QoQ ($108.40B → $104.21B)

→
05 Assetmark, Inc

+384 new positions this quarter (3,773 total)

→
06 TD Waterhouse Canada Inc.

+205 new positions this quarter (2,464 total)

→
07 Ninety One UK Ltd

+87 new positions this quarter (331 total)

→

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
Sowell Financial Services LLC restatement Oct 20 Oct 23 $3.61B → $3.12B (-13.6%) SEC ↗
Curry Webb Wealth Management LLC restatement Oct 22 Oct 22 $259.80M → $241.47M (-7.1%) SEC ↗
Cantor Fitzgerald Investment… new holdings Oct 16 Oct 21 $1.47B → $1.81B (+23.4%) SEC ↗
Canoe Financial LP restatement Oct 21 Oct 21 $8.03B → $8.31B (+3.6%) SEC ↗
Hamilton Lane Advisors Llc restatement Oct 21 Oct 21 $148.59M → $179.29M (+20.7%) SEC ↗
Lancaster Investment Management restatement Oct 19 Oct 21 $170,810 → $163,694 (-4.2%) SEC ↗
Urban Wealth Management, LLC restatement Oct 20 Oct 21 $111.63M → $111.63M (0.0%) SEC ↗
Alaska Permanent Fund Corp restatement Oct 13 Oct 21 $1.28B → $1.27B (-0.6%) SEC ↗
Base Wealth Management LLC restatement Oct 21 Oct 21 $224.97M → $224.97M (0.0%) SEC ↗
ICG Advisors, LLC restatement Oct 16 Oct 20 $38.10M → $136.49M (+258.3%) SEC ↗
Aubrey Capital Management Ltd restatement Oct 15 Oct 19 $115.18M → $115.18M (0.0%) SEC ↗
Courier Capital Llc restatement Oct 13 Oct 19 $532.09M → $2.02B (+280.4%) SEC ↗
Prospera Capital Management, LLC new holdings Oct 13 Oct 19 $406.31M → $406.31M (0.0%) SEC ↗
SummerHaven Investment Management… restatement Oct 16 Oct 19 $137.40M → $178.85M (+30.2%) SEC ↗
Manuka Financial, LLC restatement Oct 15 Oct 16 $200.85M → $200.85M (0.0%) 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 401–500 of 2,614 managers that reported this season
One row per manager: these managers filed 2,755 separate documents; advisers may file one 13F per sub-portfolio. Totals combine only live documents.

Oct 22 Ramsey Quantitative Systems

$108.96M reported · 65 holdings listed · SEC ↗

Q3 2026
Oct 22 Stonehaven Wealth & Tax Solutions, Llc

$105.41M reported · 83 holdings listed · SEC ↗

Q3 2026
Oct 22 Cogent Strategic Wealth Llc

$105.09M reported · 86 holdings listed · 2 other managers included · SEC ↗

Q3 2026
Oct 22 T3 Companies, LLC

$103.36M reported · 195 holdings listed · 2 other managers included · SEC ↗

Q3 2026
Oct 22 Professional Financial Management, Inc.

$98.23M reported · 22 holdings listed · SEC ↗

Q3 2026
Oct 22 HS Investments IV Ltd

$97.46M reported · 2 holdings listed · SEC ↗

Q3 2026
Oct 22 Charis Legacy Partners, LLC

$80.91M reported · 29 holdings listed · SEC ↗

Q3 2026
Oct 22 Financial Counselors Inc

$73.98M reported · 13 holdings listed · SEC ↗

Q3 2026
Oct 22 Connective Portfolio Management, LLC

$66.86M reported · 39 holdings listed · SEC ↗

Q3 2026
Oct 22 New York State Teachers Retirement System

$52.89M reported · 1,600 holdings listed · SEC ↗

Q3 2026
Oct 22 KBC Group NV

$47.87M reported · 2,508 holdings listed · 4 other managers included · SEC ↗

Q3 2026
Oct 22 HS Investments III Ltd

$24.48M reported · 1 holdings listed · SEC ↗

Q3 2026
Oct 22 RPM Capital Partners, LLC

$18.13M reported · 2 holdings listed · SEC ↗

Q3 2026
Oct 22 BI Asset Management Fondsmaeglerselskab A/S

$13.15M reported · 746 holdings listed · SEC ↗

Q3 2026
Oct 22 Baypointe Partners Llc

$12.36M reported · 12 holdings listed · SEC ↗

Q3 2026
Oct 22 American International Group, Inc.

$4.18M reported · 1 holdings listed · SEC ↗

Q3 2026
Oct 22 Wedbush Securities Inc

$3.95M reported · 1,308 holdings listed · SEC ↗

Q3 2026
Oct 22 Harbor Capital Advisors, Inc.

$1.48M reported · 1,444 holdings listed · SEC ↗

Q3 2026
Oct 22 Dillon & Associates Inc

$848,735 reported · 79 holdings listed · SEC ↗

Q3 2026
Oct 22 Mitsubishi UFJ Asset Management (UK) Ltd.

$212,928 reported · 106 holdings listed · SEC ↗

Q3 2026
Oct 22 Cain, Watters & Associates, Llc

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 Pineridge Advisors LLC

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 Scout Investments, Inc.

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 BI Holding A/S

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 Bank J. Safra Sarasin LTD

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 Kbc Fund Management Ltd.

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 CSOB Asset Management a.s.

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 La Financiere De L'Echiquier

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 Rwc (Us) Llc

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 KBC Bank NV

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 KBC Asset Management NV

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 RWC Partners Ltd

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 WFG Capital Advisors LLC

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 BARING ASSET MANAGEMENT (ASIA) Ltd

value not stated on cover page · SEC ↗

Q3 2026
Oct 22 Union Bank & Trust Co /Ne/

value not stated on cover page · SEC ↗

Q3 2026
Oct 21 Assetmark, Inc

$59.48B reported · 3,773 holdings listed · 1 other managers included · largest holding: MGK · +384 new · −174 exits · analysis · SEC ↗

Q3 2026
Oct 21 Canoe Financial LP 2 reports combined amended

$16.34B reported · 241 holdings listed · SEC ↗

Oct 21–Oct 21
Oct 21 Abn Amro Investment Solutions

$13.19B reported · 804 holdings listed · 13 other managers included · SEC ↗

Q3 2026
Oct 21 Vest Financial, LLC

$9.52B reported · 575 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 21 OpenArc Corporate Advisory, LLC

$8.86B reported · 931 holdings listed · SEC ↗

Q3 2026
Oct 21 Crossmark Global Holdings, Inc.

$7.69B reported · 1,271 holdings listed · SEC ↗

Q3 2026
Oct 21 Quilter Plc

$6.95B reported · 244 holdings listed · 4 other managers included · SEC ↗

Q3 2026
Oct 21 Cooke & Bieler Lp

$6.36B reported · 100 holdings listed · SEC ↗

Q3 2026
Oct 21 Wealthcare Advisory Partners LLC

$5.90B reported · 1,111 holdings listed · SEC ↗

Q3 2026
Oct 21 Adams Diversified Equity Fund, Inc.

$3.30B reported · 100 holdings listed · SEC ↗

Q3 2026
Oct 21 Cantor Fitzgerald Investment Advisors L.P. 2 reports combined amended

$3.28B reported · 407 holdings listed · 2 other managers included · SEC ↗

Oct 16–Oct 21
Oct 21 Covea Finance

$3.07B reported · 166 holdings listed · SEC ↗

Q3 2026
Oct 21 Livforsakringsbolaget Skandia, Omsesidigt

$3.02B reported · 570 holdings listed · SEC ↗

Q3 2026
Oct 21 Root Financial Partners, LLC

$2.98B reported · 3,829 holdings listed · SEC ↗

Q3 2026
Oct 21 Hosking Partners LLP

$2.81B reported · 102 holdings listed · SEC ↗

Q3 2026
Oct 21 Trust Co Of Vermont

$2.80B reported · 1,657 holdings listed · SEC ↗

Q3 2026
Oct 21 McAdam, LLC

$2.66B reported · 541 holdings listed · SEC ↗

Q3 2026
Oct 21 Bell Bank

$2.66B reported · 204 holdings listed · SEC ↗

Q3 2026
Oct 21 Alaska Permanent Fund Corp 2 reports combined amended

$2.54B reported · 20 holdings listed · SEC ↗

Oct 13–Oct 21
Oct 21 Obermeyer Wealth Partners

$2.51B reported · 301 holdings listed · SEC ↗

Q3 2026
Oct 21 Global X Japan Co., Ltd.

$2.46B reported · 389 holdings listed · SEC ↗

Q3 2026
Oct 21 Axxcess Wealth Management, Llc

$2.44B reported · 983 holdings listed · SEC ↗

Q3 2026
Oct 21 Procyon Advisors, LLC

$2.36B reported · 586 holdings listed · SEC ↗

Q3 2026
Oct 21 Investment House Llc

$2.25B reported · 204 holdings listed · SEC ↗

Q3 2026
Oct 21 Foster Victor Wealth Advisors, LLC

$2.02B reported · 266 holdings listed · SEC ↗

Q3 2026
Oct 21 Fifth Third Securities, Inc.

$1.98B reported · 420 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 21 Lmcg Investments, Llc

$1.86B reported · 225 holdings listed · SEC ↗

Q3 2026
Oct 21 Bar Harbor Wealth Management

$1.82B reported · 284 holdings listed · 2 other managers included · SEC ↗

Q3 2026
Oct 21 Cardinal Point Capital Management ULC

$1.80B reported · 283 holdings listed · SEC ↗

Q3 2026
Oct 21 Albion Financial Group /Ut

$1.77B reported · 792 holdings listed · SEC ↗

Q3 2026
Oct 21 Ocean Park Asset Management, LLC

$1.65B reported · 60 holdings listed · SEC ↗

Q3 2026
Oct 21 Magnus Financial Group LLC

$1.50B reported · 413 holdings listed · SEC ↗

Q3 2026
Oct 21 Nbt Bank, N.A.

$1.47B reported · 930 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 21 CGN Advisors LLC

$1.29B reported · 297 holdings listed · SEC ↗

Q3 2026
Oct 21 Ledyard National Bank

$1.27B reported · 340 holdings listed · SEC ↗

Q3 2026
Oct 21 Pictet North America Advisors SA

$1.19B reported · 189 holdings listed · SEC ↗

Q3 2026
Oct 21 Crescent Grove Advisors, LLC

$1.18B reported · 324 holdings listed · SEC ↗

Q3 2026
Oct 21 Berkshire Money Management, Inc.

$1.16B reported · 148 holdings listed · SEC ↗

Q3 2026
Oct 21 Guardian Partners Inc.

$1.13B reported · 439 holdings listed · SEC ↗

Q3 2026
Oct 21 Absolute Investment Advisers, Llc

$1.09B reported · 129 holdings listed · SEC ↗

Q3 2026
Oct 21 Oak Thistle LLC

$1.09B reported · 469 holdings listed · SEC ↗

Q3 2026
Oct 21 Isthmus Partners, Llc

$1.04B reported · 228 holdings listed · SEC ↗

Q3 2026
Oct 21 L. Roy Papp & Associates, LLP

$980.97M reported · 193 holdings listed · SEC ↗

Q3 2026
Oct 21 Polaris Capital Management, LLC

$953.42M reported · 86 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 21 Wealthcare Capital Management Llc

$910.62M reported · 99 holdings listed · SEC ↗

Q3 2026
Oct 21 SeaCrest Wealth Management, LLC

$883.08M reported · 546 holdings listed · SEC ↗

Q3 2026
Oct 21 Culbertson A N & Co Inc

$861.22M reported · 137 holdings listed · SEC ↗

Q3 2026
Oct 21 Cardinal Capital Management

$861.16M reported · 140 holdings listed · SEC ↗

Q3 2026
Oct 21 Adams Natural Resources Fund, Inc.

$857.45M reported · 50 holdings listed · SEC ↗

Q3 2026
Oct 21 Cypress Wealth Services, LLC

$847.56M reported · 434 holdings listed · SEC ↗

Q3 2026
Oct 21 Arvest Investments, Inc.

$834.84M reported · 243 holdings listed · SEC ↗

Q3 2026
Oct 21 White Lighthouse Investment Management Inc.

$829.22M reported · 148 holdings listed · SEC ↗

Q3 2026
Oct 21 Trifecta Capital Advisors, LLC

$814.23M reported · 316 holdings listed · SEC ↗

Q3 2026
Oct 21 Pembroke Management, LTD

$808.52M reported · 113 holdings listed · SEC ↗

Q3 2026
Oct 21 Eagle Rock Investment Company, Llc

$799.04M reported · 156 holdings listed · SEC ↗

Q3 2026
Oct 21 Pacific Sage Partners, LLC

$772.10M reported · 144 holdings listed · SEC ↗

Q3 2026
Oct 21 Skylands Capital, LLC

$762.06M reported · 164 holdings listed · SEC ↗

Q3 2026
Oct 21 CPC Advisors, LLC

$735.15M reported · 186 holdings listed · SEC ↗

Q3 2026
Oct 21 Trust Co of the South

$714.27M reported · 143 holdings listed · 1 other managers included · SEC ↗

Q3 2026
Oct 21 Element Pointe Advisors, Llc

$708.89M reported · 91 holdings listed · SEC ↗

Q3 2026
Oct 21 Princeton Global Asset Management LLC

$692.47M reported · 829 holdings listed · SEC ↗

Q3 2026
Oct 21 Bellecapital International Ltd.

$682.92M reported · 131 holdings listed · SEC ↗

Q3 2026
Oct 21 Wilsey Asset Management Inc

$681.15M reported · 27 holdings listed · SEC ↗

Q3 2026
Oct 21 Ellis Investment Partners, LLC

$669.32M reported · 279 holdings listed · SEC ↗

Q3 2026
Oct 21 Precedent Wealth Partners, Llc

$650.96M reported · 207 holdings listed · SEC ↗

Q3 2026
← Previous Page 5 / 27 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