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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 5,101–5,200 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 11 Haverford Financial Services, Inc.

$335.61M reported · 46 holdings listed · SEC ↗

Q1 2026
May 11 Montanaro Asset Management Ltd

$334.35M reported · 42 holdings listed · SEC ↗

Q1 2026
May 11 Knuff & Co LLC

$331.86M reported · 134 holdings listed · SEC ↗

Q1 2026
May 11 Payne Capital Management, LLC

$330.50M reported · 79 holdings listed · SEC ↗

Q1 2026
May 11 Sava Penzisko Drushtvo A.D. Skopje

$327.47M reported · 26 holdings listed · SEC ↗

Q1 2026
May 11 Commonwealth Retirement Investments LLC

$323.20M reported · 122 holdings listed · SEC ↗

Q1 2026
May 11 Atle Fund Management AB

$309.69M reported · 39 holdings listed · SEC ↗

Q1 2026
May 11 Bell & Brown Wealth Advisors, LLC

$308.29M reported · 68 holdings listed · SEC ↗

Q1 2026
May 11 Pecaut & Co.

$307.98M reported · 66 holdings listed · SEC ↗

Q1 2026
May 11 Elevated Financial Group LLC

$307.61M reported · 134 holdings listed · SEC ↗

Q1 2026
May 11 Gr Financial Group, Llc

$301.48M reported · 22 holdings listed · SEC ↗

Q1 2026
May 11 PCA Investment Advisory Services Inc.

$299.70M reported · 57 holdings listed · SEC ↗

Q1 2026
May 11 American Assets Inc

$298.48M reported · 31 holdings listed · SEC ↗

Q1 2026
May 11 Lcnb Corp

$297.48M reported · 189 holdings listed · SEC ↗

Q1 2026
May 11 Skaana Management L.P.

$295.73M reported · 158 holdings listed · SEC ↗

Q1 2026
May 11 Canopy Partners, LLC

$291.47M reported · 245 holdings listed · SEC ↗

Q1 2026
May 11 Wrapmanager Inc

$287.86M reported · 135 holdings listed · SEC ↗

Q1 2026
May 11 Chaney Capital Management, Inc.

$283.66M reported · 41 holdings listed · SEC ↗

Q1 2026
May 11 TAGStone Capital, Inc.

$282.82M reported · 137 holdings listed · SEC ↗

Q1 2026
May 11 Financial Symmetry Inc

$281.47M reported · 63 holdings listed · SEC ↗

Q1 2026
May 11 Hall Capital Management Co Inc

$279.79M reported · 107 holdings listed · SEC ↗

Q1 2026
May 11 ICW Investment Advisors LLC

$276.65M reported · 147 holdings listed · SEC ↗

Q1 2026
May 11 Adapt Wealth Advisors, Llc

$276.08M reported · 106 holdings listed · SEC ↗

Q1 2026
May 11 National Wealth Management Group, LLC

$268.51M reported · 215 holdings listed · SEC ↗

Q1 2026
May 11 Empower Annuity Insurance Co

$267.77M reported · 1 holdings listed · SEC ↗

Q1 2026
May 11 Kondo Wealth Advisors, Inc.

$265.61M reported · 69 holdings listed · SEC ↗

Q1 2026
May 11 Fourth Dimension Wealth, LLC

$263.71M reported · 634 holdings listed · SEC ↗

Q1 2026
May 11 Bull Oak Capital, LLC

$260.18M reported · 38 holdings listed · SEC ↗

Q1 2026
May 11 Kaleidoscope Capital Lp

$259.70M reported · 15 holdings listed · SEC ↗

Q1 2026
May 11 Potentia Wealth

$259.00M reported · 89 holdings listed · SEC ↗

Q1 2026
May 11 First Affirmative Financial Network amended

$257.75M reported · 325 holdings listed · SEC ↗

Q1 2026
May 11 2Xideas AG

$255.26M reported · 47 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 11 Westwood Wealth Management

$254.82M reported · 42 holdings listed · SEC ↗

Q1 2026
May 11 Madden Advisory Services, Inc.

$253.85M reported · 108 holdings listed · SEC ↗

Q1 2026
May 11 Ducere Wealth Management LLC

$251.46M reported · 126 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 11 Schulhoff & Co Inc

$243.45M reported · 133 holdings listed · SEC ↗

Q1 2026
May 11 denkapparat Operations GmbH

$241.63M reported · 333 holdings listed · SEC ↗

Q1 2026
May 11 Robinson Capital Management, Llc

$238.90M reported · 109 holdings listed · SEC ↗

Q1 2026
May 11 Howard Wealth Management, Llc

$237.57M reported · 142 holdings listed · SEC ↗

Q1 2026
May 11 Windle Wealth, LLC

$236.66M reported · 32 holdings listed · SEC ↗

Q1 2026
May 11 Employees' Retirement Fund of the City of Fort Worth

$230.43M reported · 21 holdings listed · SEC ↗

Q1 2026
May 11 Brogan Financial, Inc.

$227.36M reported · 56 holdings listed · SEC ↗

Q1 2026
May 11 Optimist Retirement Group LLC

$226.74M reported · 113 holdings listed · SEC ↗

Q1 2026
May 11 Ewing Morris & Co. Investment Partners Ltd.

$222.07M reported · 86 holdings listed · SEC ↗

Q1 2026
May 11 Georgetown University

$220.91M reported · 11 holdings listed · SEC ↗

Q1 2026
May 11 William Marsh Rice University

$220.63M reported · 2 holdings listed · SEC ↗

Q1 2026
May 11 Capital Square, LLC

$216.91M reported · 226 holdings listed · SEC ↗

Q1 2026
May 11 Estate Planners Group, LLC

$208.11M reported · 76 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 11 Catawba River Capital

$208.00M reported · 24 holdings listed · SEC ↗

Q1 2026
May 11 Accent Capital Management, LLC amended

$206.30M reported · 338 holdings listed · SEC ↗

Q1 2026
May 11 Fairfield University

$199.59M reported · 4 holdings listed · SEC ↗

Q1 2026
May 11 Plotkin Financial Advisors, LLC

$199.11M reported · 100 holdings listed · SEC ↗

Q1 2026
May 11 Four Tree Island Advisory LLC

$198.17M reported · 23 holdings listed · SEC ↗

Q1 2026
May 11 International City Management Association…

$195.21M reported · 6 holdings listed · SEC ↗

Q1 2026
May 11 Exit Wealth Advisors, LLC.

$194.51M reported · 131 holdings listed · SEC ↗

Q1 2026
May 11 Treasure Coast Financial Planning

$194.27M reported · 48 holdings listed · SEC ↗

Q1 2026
May 11 LM Asset Management Inc.

$192.31M reported · 10 holdings listed · SEC ↗

Q1 2026
May 11 C V Starr & Co Inc

$191.76M reported · 5 holdings listed · SEC ↗

Q1 2026
May 11 Cincinnati Casualty Co

$191.47M reported · 24 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 11 Granville Capital, Inc.

$191.31M reported · 86 holdings listed · SEC ↗

Q1 2026
May 11 Mark Sheptoff Financial Planning, Llc

$188.91M reported · 510 holdings listed · SEC ↗

Q1 2026
May 11 Equitec Proprietary Markets, Llc

$187.11M reported · 81 holdings listed · SEC ↗

Q1 2026
May 11 Bantamac Capital, Llc

$186.09M reported · 74 holdings listed · SEC ↗

Q1 2026
May 11 Loudon Investment Management, LLC

$185.79M reported · 95 holdings listed · SEC ↗

Q1 2026
May 11 Hansen & Associates Financial Group, Inc.

$185.79M reported · 42 holdings listed · SEC ↗

Q1 2026
May 11 Castlekeep Investment Advisors Llc

$184.39M reported · 66 holdings listed · SEC ↗

Q1 2026
May 11 Investments & Financial Planning, LLC

$183.68M reported · 36 holdings listed · SEC ↗

Q1 2026
May 11 Oxford Wealth Group, LLC

$183.06M reported · 88 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 11 Heritage Wealth Management, Inc. /CA/

$181.30M reported · 96 holdings listed · SEC ↗

Q1 2026
May 11 Hamrick Investment Counsel, llc

$180.50M reported · 366 holdings listed · SEC ↗

Q1 2026
May 11 Viawealth, Llc

$179.65M reported · 159 holdings listed · SEC ↗

Q1 2026
May 11 Andera Partners

$176.92M reported · 7 holdings listed · SEC ↗

Q1 2026
May 11 Resolute Wealth Advisor, Inc.

$175.66M reported · 94 holdings listed · SEC ↗

Q1 2026
May 11 Momentous Wealth Management, Inc.

$175.00M reported · 41 holdings listed · SEC ↗

Q1 2026
May 11 Scratch Capital Llc

$174.63M reported · 45 holdings listed · SEC ↗

Q1 2026
May 11 Marest Capital, LLC

$172.85M reported · 29 holdings listed · SEC ↗

Q1 2026
May 11 Ciovacco Capital Management LLC

$171.50M reported · 28 holdings listed · SEC ↗

Q1 2026
May 11 Tranquilli Financial Advisor LLC

$171.24M reported · 132 holdings listed · SEC ↗

Q1 2026
May 11 Beto Financial Group, Llc

$170.86M reported · 152 holdings listed · SEC ↗

Q1 2026
May 11 Karnit Road Accident Victims Compensation Fund

$170.42M reported · 17 holdings listed · SEC ↗

Q1 2026
May 11 Lummis Asset Management, LP

$167.29M reported · 194 holdings listed · SEC ↗

Q1 2026
May 11 Newport Capital Group, LLC

$164.10M reported · 73 holdings listed · SEC ↗

Q1 2026
May 11 Stillwater Wealth Management Group

$161.78M reported · 78 holdings listed · SEC ↗

Q1 2026
May 11 Accordant Advisory Group Inc

$161.41M reported · 238 holdings listed · SEC ↗

Q1 2026
May 11 Palacios Wealth Management, LLC

$159.82M reported · 75 holdings listed · SEC ↗

Q1 2026
May 11 Elevate Wealth Advisory, Inc

$158.42M reported · 125 holdings listed · SEC ↗

Q1 2026
May 11 Lalia Capital, LLC

$158.27M reported · 13 holdings listed · SEC ↗

Q1 2026
May 11 Westco Advisory Services Inc /Adv

$155.51M reported · 104 holdings listed · SEC ↗

Q1 2026
May 11 Grantvest Financial Group LLC

$154.49M reported · 213 holdings listed · SEC ↗

Q1 2026
May 11 Steinberg Asset Management Llc

$154.44M reported · 40 holdings listed · SEC ↗

Q1 2026
May 11 Valpey Financial Services, LLC

$153.72M reported · 75 holdings listed · SEC ↗

Q1 2026
May 11 Richmond Brothers, Inc.

$150.17M reported · 69 holdings listed · SEC ↗

Q1 2026
May 11 Income Insurance Ltd

$147.07M reported · 164 holdings listed · SEC ↗

Q1 2026
May 11 Fairscale Capital, LLC

$144.61M reported · 437 holdings listed · SEC ↗

Q1 2026
May 11 SageOak Financial, LLC

$142.34M reported · 35 holdings listed · SEC ↗

Q1 2026
May 11 Rahlfs Capital, Llc

$136.11M reported · 86 holdings listed · SEC ↗

Q1 2026
May 11 Lionshead Wealth Management, LLC

$135.74M reported · 108 holdings listed · SEC ↗

Q1 2026
May 11 Alamea Verwaltungs GmbH

$134.97M reported · 87 holdings listed · SEC ↗

Q1 2026
May 11 Fairway Financial, LLC

$131.52M reported · 23 holdings listed · SEC ↗

Q1 2026
May 11 Clarendon Private LLC

$130.19M reported · 119 holdings listed · SEC ↗

Q1 2026
← Previous Page 52 / 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