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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
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CAI Caris Life… +13 +13 16
CIB Grupo Cibest S.A. +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
HTHT H World Group… -5 −5 11
IBP Installed Building… -5 −5 12
HAIN -5 −5 12
MZTI The Marzetti Company -5 −5 13
RYAN Ryan Specialty… -5 −5 14

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 5,201–5,300 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 08 Family Firm, Inc.

$414.95M reported · 87 holdings listed · SEC ↗

Q2 2025
Aug 08 Wrapmanager Inc

$410.44M reported · 213 holdings listed · SEC ↗

Q2 2025
Aug 08 Petix & Botte Co

$407.56M reported · 130 holdings listed · SEC ↗

Q2 2025
Aug 08 Beacon Harbor Wealth Advisors, Inc.

$400.79M reported · 73 holdings listed · SEC ↗

Q2 2025
Aug 08 Delta Air Lines, Inc.

$398.32M reported · 2 holdings listed · SEC ↗

Q2 2025
Aug 08 Pioneer Trust Bank N A/Or

$391.84M reported · 125 holdings listed · SEC ↗

Q2 2025
Aug 08 Atlanta Consulting Group Advisors, LLC

$365.30M reported · 131 holdings listed · SEC ↗

Q2 2025
Aug 08 Globe Life Inc.

$365.01M reported · 2 holdings listed · SEC ↗

Q2 2025
Aug 08 WP Advisors, LLC

$364.11M reported · 116 holdings listed · SEC ↗

Q2 2025
Aug 08 Donoghue Forlines LLC

$350.61M reported · 102 holdings listed · SEC ↗

Q2 2025
Aug 08 CWS Financial Advisors, LLC

$343.69M reported · 136 holdings listed · SEC ↗

Q2 2025
Aug 08 Skaana Management L.P.

$330.20M reported · 167 holdings listed · SEC ↗

Q2 2025
Aug 08 Westbourne Investment Advisors, Inc.

$329.63M reported · 107 holdings listed · SEC ↗

Q2 2025
Aug 08 Hibernia Wealth Partners, LLC

$309.59M reported · 104 holdings listed · SEC ↗

Q2 2025
Aug 08 Old West Investment Management, LLC

$303.29M reported · 62 holdings listed · SEC ↗

Q2 2025
Aug 08 MTM Investment Management, LLC

$297.69M reported · 731 holdings listed · SEC ↗

Q2 2025
Aug 08 Corbyn Investment Management Inc/Md

$297.68M reported · 63 holdings listed · SEC ↗

Q2 2025
Aug 08 Cedar Wealth Management, LLC

$295.26M reported · 230 holdings listed · SEC ↗

Q2 2025
Aug 08 Whitegate Investment Counselors, Inc.

$294.52M reported · 68 holdings listed · SEC ↗

Q2 2025
Aug 08 Fusion Capital, LLC

$292.46M reported · 92 holdings listed · SEC ↗

Q2 2025
Aug 08 Diana Davis Spencer Foundation

$291.90M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 08 Roberts Financial Services LLC

$289.97M reported · 30 holdings listed · SEC ↗

Q2 2025
Aug 08 Kelleher Financial Advisors

$288.17M reported · 138 holdings listed · SEC ↗

Q2 2025
Aug 08 Omega Financial Group, LLC

$281.14M reported · 101 holdings listed · SEC ↗

Q2 2025
Aug 08 Your Advocates Ltd., LLP

$278.19M reported · 204 holdings listed · SEC ↗

Q2 2025
Aug 08 Royal Harbor Partners, LLC

$273.64M reported · 49 holdings listed · SEC ↗

Q2 2025
Aug 08 Starr Indemnity & Liability Co

$273.15M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 08 Empower Annuity Insurance Co

$269.30M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 08 Sculati Wealth Management, LLC

$266.18M reported · 124 holdings listed · SEC ↗

Q2 2025
Aug 08 Spider Management Company, LLC

$264.48M reported · 2 holdings listed · SEC ↗

Q2 2025
Aug 08 Investment Partners, Ltd.

$264.22M reported · 158 holdings listed · SEC ↗

Q2 2025
Aug 08 Independence Financial Advisors, LLC

$257.13M reported · 51 holdings listed · SEC ↗

Q2 2025
Aug 08 MKA Charitable Fund

$255.52M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 08 Tyro Capital Management LLC

$254.94M reported · 10 holdings listed · SEC ↗

Q2 2025
Aug 08 Ranmore Fund Management Ltd

$250.84M reported · 14 holdings listed · SEC ↗

Q2 2025
Aug 08 Sittner & Nelson, Llc

$248.59M reported · 507 holdings listed · SEC ↗

Q2 2025
Aug 08 Horrell Capital Management, Inc.

$246.00M reported · 185 holdings listed · SEC ↗

Q2 2025
Aug 08 Tiemann Investment Advisors, Llc

$244.13M reported · 199 holdings listed · SEC ↗

Q2 2025
Aug 08 Tanglewood Legacy Advisors, LLC

$243.76M reported · 283 holdings listed · SEC ↗

Q2 2025
Aug 08 1776 Wealth LLC

$242.80M reported · 143 holdings listed · SEC ↗

Q2 2025
Aug 08 Phoenix Wealth Advisors

$238.79M reported · 125 holdings listed · SEC ↗

Q2 2025
Aug 08 eCIO, Inc.

$237.15M reported · 71 holdings listed · SEC ↗

Q2 2025
Aug 08 Collaborative Wealth Managment Inc.

$229.27M reported · 182 holdings listed · SEC ↗

Q2 2025
Aug 08 AJ Advisors, LLC

$224.77M reported · 37 holdings listed · SEC ↗

Q2 2025
Aug 08 Brogan Financial, Inc.

$223.84M reported · 59 holdings listed · SEC ↗

Q2 2025
Aug 08 Adapt Wealth Advisors, Llc

$223.58M reported · 62 holdings listed · SEC ↗

Q2 2025
Aug 08 Keyvantage Wealth, Llc

$222.80M reported · 95 holdings listed · SEC ↗

Q2 2025
Aug 08 New England Capital Financial Advisors LLC

$218.49M reported · 422 holdings listed · SEC ↗

Q2 2025
Aug 08 Union Savings Bank

$217.68M reported · 378 holdings listed · SEC ↗

Q2 2025
Aug 08 Client First Capital LLC

$213.59M reported · 23 holdings listed · SEC ↗

Q2 2025
Aug 08 Wealth Quarterback LLC

$210.95M reported · 138 holdings listed · SEC ↗

Q2 2025
Aug 08 Leicht Financial Planning & Wealth Management, Inc.

$210.50M reported · 15 holdings listed · SEC ↗

Q2 2025
Aug 08 Breed's Hill Capital LLC

$207.71M reported · 241 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Aug 08 Compass Financial Services Inc

$206.47M reported · 302 holdings listed · SEC ↗

Q2 2025
Aug 08 KM Capital Management Ltd.

$202.64M reported · 56 holdings listed · SEC ↗

Q2 2025
Aug 08 Carl P. Sherr & Co., LLC

$197.83M reported · 118 holdings listed · SEC ↗

Q2 2025
Aug 08 Kaizen Financial Strategies

$196.85M reported · 150 holdings listed · SEC ↗

Q2 2025
Aug 08 Paragon Capital Management LLC

$194.68M reported · 58 holdings listed · SEC ↗

Q2 2025
Aug 08 C V Starr & Co Inc

$192.44M reported · 5 holdings listed · SEC ↗

Q2 2025
Aug 08 Kane Investment Management, Inc.

$190.55M reported · 89 holdings listed · SEC ↗

Q2 2025
Aug 08 Laurel Wealth Planning LLC

$175.92M reported · 56 holdings listed · SEC ↗

Q2 2025
Aug 08 Fairbanks Capital Management, Inc.

$175.56M reported · 54 holdings listed · SEC ↗

Q2 2025
Aug 08 Symphony Financial Services, Inc.

$167.38M reported · 92 holdings listed · SEC ↗

Q2 2025
Aug 08 Trv Gp V, Llc

$165.65M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 08 Stephenson & Company, Inc.

$164.60M reported · 42 holdings listed · SEC ↗

Q2 2025
Aug 08 Better Money Decisions, LLC

$164.59M reported · 74 holdings listed · SEC ↗

Q2 2025
Aug 08 Horizon Family Wealth, Inc.

$163.93M reported · 107 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 08 Trv Gp Iv, Llc

$163.32M reported · 3 holdings listed · SEC ↗

Q2 2025
Aug 08 CNO Financial Group, Inc.

$161.76M reported · 14 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 08 Prospect Financial Services LLC amended

$160.41M reported · 100 holdings listed · SEC ↗

Q2 2025
Aug 08 W.H. Cornerstone Investments Inc.

$157.77M reported · 115 holdings listed · SEC ↗

Q2 2025
Aug 08 Islay Capital Management, Llc

$155.12M reported · 202 holdings listed · SEC ↗

Q2 2025
Aug 08 Richmond Brothers, Inc.

$152.70M reported · 49 holdings listed · SEC ↗

Q2 2025
Aug 08 Stonebridge Advisors Llc

$151.91M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 08 Renasant Bank

$149.79M reported · 264 holdings listed · SEC ↗

Q2 2025
Aug 08 VERITY Wealth Advisors

$148.87M reported · 75 holdings listed · SEC ↗

Q2 2025
Aug 08 Pinney & Scofield, Inc.

$147.73M reported · 220 holdings listed · SEC ↗

Q2 2025
Aug 08 Vesey Street Capital Partners, L.L.C.

$146.47M reported · 2 holdings listed · SEC ↗

Q2 2025
Aug 08 Share Andrew L.

$144.19M reported · 13 holdings listed · SEC ↗

Q2 2025
Aug 08 Central Asset Investments & Management Holdings…

$142.94M reported · 42 holdings listed · SEC ↗

Q2 2025
Aug 08 Brown University

$141.93M reported · 9 holdings listed · SEC ↗

Q2 2025
Aug 08 POM Investment Strategies, LLC

$139.88M reported · 141 holdings listed · SEC ↗

Q2 2025
Aug 08 Turn8 Private Wealth Inc.

$138.46M reported · 44 holdings listed · SEC ↗

Q2 2025
Aug 08 Monetta Financial Services Inc

$137.65M reported · 53 holdings listed · SEC ↗

Q2 2025
Aug 08 Charter Research & Investment Group, Inc.

$133.91M reported · 83 holdings listed · SEC ↗

Q2 2025
Aug 08 WealthTrust Asset Management, LLC

$133.72M reported · 77 holdings listed · SEC ↗

Q2 2025
Aug 08 OmniStar Financial Group, Inc.

$133.62M reported · 107 holdings listed · SEC ↗

Q2 2025
Aug 08 Opinicus Capital, Inc.

$131.61M reported · 106 holdings listed · SEC ↗

Q2 2025
Aug 08 Davies Financial Advisors, Inc.

$128.78M reported · 76 holdings listed · SEC ↗

Q2 2025
Aug 08 Visa Foundation

$128.58M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 08 Comprehensive Financial Planning, Inc./PA

$127.01M reported · 337 holdings listed · SEC ↗

Q2 2025
Aug 08 denkapparat Operations GmbH

$125.26M reported · 242 holdings listed · SEC ↗

Q2 2025
Aug 08 SageOak Financial, LLC

$125.02M reported · 32 holdings listed · SEC ↗

Q2 2025
Aug 08 Apex Wealth Management, LLC

$124.65M reported · 55 holdings listed · SEC ↗

Q2 2025
Aug 08 Jacksonville Wealth Management, LLC

$124.39M reported · 65 holdings listed · SEC ↗

Q2 2025
Aug 08 Financial Life Planners

$122.92M reported · 54 holdings listed · SEC ↗

Q2 2025
Aug 08 Travelers Companies, Inc.

$119.42M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 08 Mittelman Wealth Management

$118.47M reported · 38 holdings listed · SEC ↗

Q2 2025
Aug 08 Cooper Capital Advisors LLC

$103.61M reported · 34 holdings listed · SEC ↗

Q2 2025
Aug 08 Trustco Bank Corp N Y

$102.11M reported · 130 holdings listed · 1 other managers included · SEC ↗

Q2 2025
← Previous Page 53 / 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