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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

8,909 of approximately 8,795 expected managers have filed for Q2 2026 (101.3%); “expected” = the prior season's filer count

9,44413F-HR reports
$79.47TΣ reported value
4.45MHoldings listedall filers · Q2 2026
179Amendments
1,959Notice filings
Jul 01First filed
Oct 27Latest filed

Σ value = cover-page totals as reported, across 9,443 of 9,444 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

9,444 reports filed Jul 01 to Sep 29; busiest day Aug 14 with 1,7844999991,4981,998Jul 01: 28 reportsJul 02: 33 reportsJul 06: 39 reportsJul 07: 114 reportsJul 08: 115 reportsJul 09: 194 reportsJul 10: 99 reportsJul 13: 155 reportsJul 14: 184 reportsJul 15: 199 reportsJul 16: 179 reportsJul 17: 122 reportsJul 20: 180 reportsJul 21: 221 reportsJul 22: 241 reportsJul 23: 261 reportsJul 24: 269 reportsJul 27: 297 reportsJul 28: 256 reportsJul 29: 241 reportsJul 30: 210 reportsJul 31: 203 reportsAug 03: 216 reportsAug 04: 225 reportsAug 05: 281 reportsAug 06: 307 reportsAug 07: 409 reportsAug 10: 351 reportsAug 11: 429 reportsAug 12: 458 reportsAug 13: 708 reportsAug 14: 1,784 reportsAug 17: 91 reportsAug 18: 37 reportsAug 19: 23 reportsAug 20: 14 reportsAug 21: 8 reportsAug 24: 10 reportsAug 25: 31 reportsAug 26: 18 reportsAug 27: 57 reportsAug 28: 4 reportsAug 31: 5 reportsSep 01: 4 reportsSep 02: 14 reportsSep 03: 3 reportsSep 04: 8 reportsSep 08: 2 reportsSep 09: 5 reportsSep 10: 8 reportsSep 11: 7 reportsSep 14: 6 reportsSep 15: 4 reportsSep 16: 32 reportsSep 17: 5 reportsSep 18: 4 reportsSep 21: 5 reportsSep 22: 14 reportsSep 23: 7 reportsSep 24: 7 reportsSep 25: 2 reportsSep 29: 1 reports100%45-day deadline · Aug 141,784 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 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.
48.4% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+50,863New positions
−42,939Full exits
212,223Increased
166,004Reduced
234Comparable 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
SPCX Space Exploration… +161 +162 162
FDXF FedEx Freight… +160 +161 161
HONA Honeywell Aerospace… +157 +157 157
TRI Thomson Reuters… +115 +116 117
VGNT Versigent PLC +103 +106 116
CBRS Cerebras Systems… +100 +101 101
KEEL Keel Infrastructure… +90 +90 90
WSE Wise Group plc… +85 +86 86

Most reduced so far

SecurityΔ holdersExitsHolders
MAPS -53 −54 3
SNBRQ -51 −52 3
SGMOQ -39 −41 3
WIX Wix.com Ltd. -21 −26 91
MNDY monday.com Ltd. -19 −26 91
NVRI Enviri Corporation -19 −22 54
RZLV Rezolve AI PLC -18 −24 49
MQ Marqeta, Inc. -18 −22 80

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $6.73T 49,968 Aug 07
2 Vanguard Capital Management Llc $4.68T 4,092 Aug 13
3 State Street Global Advisors $3.37T 4,177 Aug 07
4 Fidelity (FMR) $2.30T 13,978 Aug 13
5 Vanguard Portfolio Management Llc (cover page only) $2.22T 3,141 Aug 13
6 Morgan Stanley $1.89T 45,905 Aug 13
7 Geode Capital Management $1.88T 8,470 Aug 12
8 JPMorgan Chase $1.81T 34,064 Aug 12
9 Bank Of America Corp /De/ $1.55T 18,318 Aug 14
10 Susquehanna International Group, Llp $1.28T 15,205 Aug 14
11 Invesco Ltd. $1.26T 23,395 Aug 14
12 Jane Street Group, Llc $1.21T 14,718 Aug 14
Notable manager changes
01 Assenagon Asset Management S.A.

Reported value +143.5% QoQ ($65.87B → $160.39B)

→
02 Nomura Holdings Inc

Reported value +126.3% QoQ ($37.71B → $85.36B)

→
03 Third Point

Reported value +124.7% QoQ ($2.08B → $4.68B)

→
04 Bamco Inc /Ny/

Reported value +101.2% QoQ ($33.13B → $66.64B)

→
05 Norges Bank

+1602 new positions this quarter (1,617 total)

→
06 Citadel Advisors

+1586 new positions this quarter (16,122 total)

→
07 Hrt Financial Lp

+1551 new positions this quarter (4,119 total)

→
08 Jane Street Group, Llc

+1523 new positions this quarter (14,718 total)

→
09 Walleye Trading LLC

Top-10 concentration 31% → 42% (+10.9pp)

→
10 Optiver Holding B.V.

Top-10 concentration 52% → 61% (+9.7pp)

→

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
Intrepid Capital Management Inc new holdings Aug 12 Oct 27 $281.85M → $240,108 (-99.9%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $150.35B → $150.42B (0.0%) SEC ↗
Retirement Solution LLC restatement Aug 11 Oct 27 $511.44M → $224.42M (-56.1%) SEC ↗
Sage Financial Group Inc restatement Jul 21 Oct 27 $1.81B → $1.78B (-1.6%) SEC ↗
Abundance Wealth Counselors restatement Jul 23 Oct 26 $1.54B → $731.71M (-52.5%) SEC ↗
East Coast Asset Management, LLC. restatement Aug 14 Oct 26 $338.60M → $623.91M (+84.3%) SEC ↗
HMS Capital Management, LLC restatement Jul 21 Oct 20 $267.36M → $267.36M (0.0%) SEC ↗
Howard Financial Services, Ltd. new holdings Jul 07 Oct 14 $1.00B → $927.27M (-7.4%) SEC ↗
Blackstone Inc. new holdings Aug 14 Oct 09 $32.93B → $6.03B (-81.7%) SEC ↗
Caz Investments Lp new holdings Aug 13 Oct 09 $95.93M → $479.39M (+399.8%) SEC ↗
Elm Partners Management LLC restatement Jul 28 Oct 07 $2.79B → $3.36B (+20.5%) SEC ↗
Advus Financial Partners, LLC restatement Aug 25 Oct 02 $259.41M → $350.95M (+35.3%) SEC ↗
Allie Family Office LLC restatement Aug 13 Oct 02 $269.25M → $270.42M (+0.4%) SEC ↗
Greenwich Wealth Management LLC new holdings Aug 12 Sep 29 $2.74M → $4.35M (+58.7%) SEC ↗
Envestnet Portfolio Solutions, Inc. restatement Jul 20 Sep 23 $20.87B → $20.90B (+0.2%) 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 11,582 individual filing documents

Aug 11 Amundi Deutschland GmbH

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Impax Asset Management Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Impax Asset Management LTD

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Black Diamond Financial, LLC/NJ

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Millington Securities, Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Teachers Advisors, Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Flexible Plan Investments, Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Nicolet Advisory Services, Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Mercer Investments LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Tiaa Cref Investment Management Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Tower Principal Markets Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Alfred Berg Kapitalforvaltning AS

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 WFM ASIA (HK) Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 11 Wakefield Asset Managment Corp

13F-NT · value not stated on cover page · SEC ↗

Q2 2026
Aug 10 National Bank Of Canada /Fi/

13F-HR · $139.83B reported · 5,773 holdings listed · 5 other managers included · largest holding: NVDA · analysis · SEC ↗

Q2 2026
Aug 10 Sanders Capital, LLC

13F-HR · $99.83B reported · 47 holdings listed · largest holding: TSM · analysis · SEC ↗

Q2 2026
Aug 10 State Board Of Administration Of Florida Retirement…

13F-HR · $60.29B reported · 2,136 holdings listed · largest holding: NVDA · analysis · SEC ↗

Q2 2026
Aug 10 Danske Bank A/S

13F-HR · $50.58B reported · 2,039 holdings listed · largest holding: NVDA · analysis · SEC ↗

Q2 2026
Aug 10 Bank Julius Baer & Co. Ltd, Zurich

13F-HR · $38.59B reported · 661 holdings listed · largest holding: GOOGL · analysis · SEC ↗

Q2 2026
Aug 10 Savant Capital, LLC

13F-HR · $34.05B reported · 1,838 holdings listed · SEC ↗

Q2 2026
Aug 10 Nisa Investment Advisors, Llc

13F-HR · $32.05B reported · 3,211 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Tiaa-Cref Individual & Institutional Services, Llc

13F-HR · $29.05B reported · 751 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Agf Management Ltd

13F-HR · $25.77B reported · 1,036 holdings listed · 5 other managers included · SEC ↗

Q2 2026
Aug 10 King Luther Capital Management Corp

13F-HR · $24.42B reported · 614 holdings listed · SEC ↗

Q2 2026
Aug 10 Glenmede Trust Co Na

13F-HR · $22.66B reported · 2,803 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Flossbach Von Storch Se

13F-HR · $22.12B reported · 106 holdings listed · SEC ↗

Q2 2026
Aug 10 Tredje AP-fonden

13F-HR · $22.10B reported · 424 holdings listed · SEC ↗

Q2 2026
Aug 10 Jupiter Asset Management Ltd

13F-HR · $20.15B reported · 769 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 10 First Command Advisory Services, Inc.

13F-HR · $16.82B reported · 1,437 holdings listed · SEC ↗

Q2 2026
Aug 10 Regions Financial Corp

13F-HR · $16.75B reported · 1,041 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Aug 10 Xponance Llc

13F-HR · $16.30B reported · 1,841 holdings listed · SEC ↗

Q2 2026
Aug 10 Migdal Insurance & Financial Holdings Ltd.

13F-HR · $15.63B reported · 364 holdings listed · 4 other managers included · SEC ↗

Q2 2026
Aug 10 Arax Advisory Partners

13F-HR · $15.08B reported · 5,207 holdings listed · SEC ↗

Q2 2026
Aug 10 TIAA Wealth Investment Management LLC

13F-HR · $14.97B reported · 998 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Aug 10 New York Life Investment Management Llc

13F-HR · $14.32B reported · 788 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Great Lakes Advisors, Llc

13F-HR · $13.14B reported · 1,779 holdings listed · SEC ↗

Q2 2026
Aug 10 Wolverine Asset Management Llc

13F-HR · $11.38B reported · 1,668 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Intech Investment Management Llc

13F-HR · $10.91B reported · 2,664 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Generation Investment Management Llp

13F-HR · $10.29B reported · 28 holdings listed · SEC ↗

Q2 2026
Aug 10 Sustainable Growth Advisers, LP

13F-HR · $10.19B reported · 87 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Aug 10 NewEdge Wealth, LLC

13F-HR · $10.01B reported · 1,241 holdings listed · SEC ↗

Q2 2026
Aug 10 Hershey Trust Co

13F-HR · $9.82B reported · 2 holdings listed · SEC ↗

Q2 2026
Aug 10 Allianz Se

13F-HR · $9.48B reported · 878 holdings listed · 10 other managers included · SEC ↗

Q2 2026
Aug 10 LGT Group Foundation

13F-HR · $8.84B reported · 1,086 holdings listed · 9 other managers included · SEC ↗

Q2 2026
Aug 10 Madison Asset Management, LLC

13F-HR · $8.39B reported · 347 holdings listed · SEC ↗

Q2 2026
Aug 10 Edmond De Rothschild Holding S.A.

13F-HR · $7.59B reported · 1,099 holdings listed · 6 other managers included · SEC ↗

Q2 2026
Aug 10 Tocqueville Asset Management L.P.

13F-HR · $7.56B reported · 557 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Bokf, Na

13F-HR · $7.25B reported · 1,505 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Ritholtz Wealth Management

13F-HR · $6.70B reported · 1,313 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Arkadios Wealth Advisors

13F-HR · $6.60B reported · 3,515 holdings listed · SEC ↗

Q2 2026
Aug 10 Great Valley Advisor Group, Inc.

13F-HR · $6.33B reported · 1,055 holdings listed · SEC ↗

Q2 2026
Aug 10 Danica Pension, Livsforsikringsaktieselskab

13F-HR · $6.26B reported · 187 holdings listed · SEC ↗

Q2 2026
Aug 10 Forvis Mazars Wealth Advisors, LLC

13F-HR · $5.99B reported · 433 holdings listed · SEC ↗

Q2 2026
Aug 10 Diversify Advisory Services, LLC

13F-HR · $5.98B reported · 1,286 holdings listed · SEC ↗

Q2 2026
Aug 10 Cassaday & Co Wealth Management LLC

13F-HR · $5.32B reported · 1,319 holdings listed · SEC ↗

Q2 2026
Aug 10 Munro Partners

13F-HR · $4.54B reported · 61 holdings listed · SEC ↗

Q2 2026
Aug 10 Metis Global Partners, LLC

13F-HR · $4.41B reported · 714 holdings listed · SEC ↗

Q2 2026
Aug 10 Kedalion Capital Management LLP

13F-HR · $4.21B reported · 3 holdings listed · SEC ↗

Q2 2026
Aug 10 Crake Asset Management LLP

13F-HR · $4.18B reported · 23 holdings listed · SEC ↗

Q2 2026
Aug 10 Locust Wood Capital Advisers, Llc

13F-HR · $4.15B reported · 33 holdings listed · SEC ↗

Q2 2026
Aug 10 Lincoln National Corp

13F-HR · $3.91B reported · 20 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Level Four Advisory Services, Llc

13F-HR · $3.54B reported · 935 holdings listed · SEC ↗

Q2 2026
Aug 10 CloudAlpha Capital Management Limited/Hong Kong

13F-HR · $3.51B reported · 36 holdings listed · SEC ↗

Q2 2026
Aug 10 Electrum Group LLC

13F-HR · $3.39B reported · 10 holdings listed · SEC ↗

Q2 2026
Aug 10 BCV Asset Management Inc.

13F-HR · $3.31B reported · 116 holdings listed · SEC ↗

Q2 2026
Aug 10 Vulcan Value Partners, LLC

13F-HR · $3.29B reported · 36 holdings listed · SEC ↗

Q2 2026
Aug 10 Trivest Advisors Ltd

13F-HR · $3.18B reported · 15 holdings listed · SEC ↗

Q2 2026
Aug 10 SageView Advisory Group, LLC

13F-HR · $3.05B reported · 615 holdings listed · SEC ↗

Q2 2026
Aug 10 Johnson Financial Group, Inc.

13F-HR · $3.04B reported · 1,178 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 10 Wharton Business Group, LLC

13F-HR · $2.99B reported · 142 holdings listed · SEC ↗

Q2 2026
Aug 10 BLI - Banque de Luxembourg Investments

13F-HR · $2.83B reported · 195 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Aug 10 SageView Advisory Group, LLC

13F-HR · $2.74B reported · 586 holdings listed · SEC ↗

Q2 2026
Aug 10 Skandinaviska Enskilda Banken AB (publ)

13F-HR · $2.66B reported · 174 holdings listed · SEC ↗

Q2 2026
Aug 10 Moors & Cabot, Inc.

13F-HR · $2.57B reported · 961 holdings listed · SEC ↗

Q2 2026
Aug 10 Sofi Wealth, Llc

13F-HR · $2.48B reported · 52 holdings listed · SEC ↗

Q2 2026
Aug 10 Csenge Advisory Group

13F-HR · $2.47B reported · 764 holdings listed · SEC ↗

Q2 2026
Aug 10 LGT Fund Management Co Ltd.

13F-HR · $2.40B reported · 235 holdings listed · SEC ↗

Q2 2026
Aug 10 Hills Bank & Trust Co

13F-HR · $2.35B reported · 559 holdings listed · SEC ↗

Q2 2026
Aug 10 New South Capital Management Inc

13F-HR · $2.28B reported · 72 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 Woodley Farra Manion Portfolio Management Inc

13F-HR · $2.08B reported · 131 holdings listed · SEC ↗

Q2 2026
Aug 10 Essex Financial Services, Inc.

13F-HR · $2.01B reported · 836 holdings listed · 8 other managers included · SEC ↗

Q2 2026
Aug 10 BOK Financial Private Wealth, Inc.

13F-HR · $1.95B reported · 792 holdings listed · SEC ↗

Q2 2026
Aug 10 Lbmc Investment Advisors, Llc

13F-HR · $1.85B reported · 245 holdings listed · SEC ↗

Q2 2026
Aug 10 Catalyst Funds Management Pty Ltd

13F-HR · $1.78B reported · 646 holdings listed · SEC ↗

Q2 2026
Aug 10 Howe & Rusling Inc

13F-HR · $1.72B reported · 531 holdings listed · SEC ↗

Q2 2026
Aug 10 Ssi Investment Management Llc

13F-HR · $1.72B reported · 542 holdings listed · 4 other managers included · SEC ↗

Q2 2026
Aug 10 Triad Wealth Partners, LLC

13F-HR · $1.70B reported · 559 holdings listed · SEC ↗

Q2 2026
Aug 10 Tiaa Trust, National Association

13F-HR · $1.69B reported · 348 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 10 First American Trust, Fsb

13F-HR · $1.66B reported · 491 holdings listed · SEC ↗

Q2 2026
Aug 10 IMA Advisory Services, Inc.

13F-HR · $1.60B reported · 1,396 holdings listed · SEC ↗

Q2 2026
Aug 10 Telemark Asset Management, LLC

13F-HR · $1.38B reported · 57 holdings listed · SEC ↗

Q2 2026
Aug 10 Central Securities Corp

13F-HR · $1.34B reported · 29 holdings listed · SEC ↗

Q2 2026
Aug 10 Koss-Olinger Consulting, LLC

13F-HR · $1.30B reported · 172 holdings listed · SEC ↗

Q2 2026
Aug 10 Fiduciary Group, LLC

13F-HR · $1.27B reported · 305 holdings listed · SEC ↗

Q2 2026
Aug 10 Mmbg Investment Advisors Co.

13F-HR · $1.26B reported · 177 holdings listed · SEC ↗

Q2 2026
Aug 10 Prime Capital Management Co Ltd

13F-HR · $1.25B reported · 7 holdings listed · SEC ↗

Q2 2026
Aug 10 HORAN Wealth, LLC

13F-HR · $1.23B reported · 286 holdings listed · SEC ↗

Q2 2026
Aug 10 Shepherd Financial Partners LLC

13F-HR · $1.22B reported · 256 holdings listed · SEC ↗

Q2 2026
Aug 10 Crescent Grove Advisors, LLC

13F-HR · $1.20B reported · 300 holdings listed · SEC ↗

Q2 2026
Aug 10 Delta Asset Management Llc/Tn

13F-HR · $1.16B reported · 599 holdings listed · SEC ↗

Q2 2026
← Previous Page 53 / 116 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