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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
266Amendments
1,839Notice filings
Jul 01First filed
Oct 30Latest 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
RKLB Rocket Lab USA, Inc. +14 +14 17
CHYM Chime Financial… +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
RYAN Ryan Specialty… -5 −5 14
MZTI The Marzetti Company -5 −5 13
IIIV i3 Verticals, Inc. -5 −5 9
HTHT H World Group… -5 −5 11
HAIN -5 −5 12

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
East Coast Asset Management, LLC. restatement Aug 14 Oct 30 $301.41M → $510.51M (+69.4%) SEC ↗
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 ↗

“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 5,801–5,900 of 9,941 managers that reported this season
One row per manager: these managers filed 10,673 separate documents; advisers may file one 13F per sub-portfolio. A further 262 superseded versions are excluded. Totals combine only live documents.

Aug 06 Altrius Capital Management Inc

$427.82M reported · 84 holdings listed · SEC ↗

Q2 2025
Aug 06 Grey Fox Wealth Advisors, LLC

$419.48M reported · 167 holdings listed · SEC ↗

Q2 2025
Aug 06 Nvwm, Llc

$414.22M reported · 904 holdings listed · SEC ↗

Q2 2025
Aug 06 Juniper Hill Capital Management LP

$410.30M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 06 Tradewinds, LLC.

$407.24M reported · 570 holdings listed · SEC ↗

Q2 2025
Aug 06 Paradigm Asset Management Co Llc

$405.24M reported · 495 holdings listed · SEC ↗

Q2 2025
Aug 06 O'Dell Group, LLC

$400.83M reported · 24 holdings listed · SEC ↗

Q2 2025
Aug 06 DDFG, Inc

$397.52M reported · 80 holdings listed · SEC ↗

Q2 2025
Aug 06 Coleford Investment Management Ltd.

$387.19M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 06 Paulson Wealth Management Inc.

$386.24M reported · 142 holdings listed · SEC ↗

Q2 2025
Aug 06 Wealthspring Capital LLC

$378.34M reported · 144 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Summit Wealth & Retirement Planning, Inc.

$372.52M reported · 101 holdings listed · SEC ↗

Q2 2025
Aug 06 Rialto Wealth Management, LLC

$357.96M reported · 1,702 holdings listed · SEC ↗

Q2 2025
Aug 06 Cm Wealth Advisors Llc

$339.89M reported · 82 holdings listed · SEC ↗

Q2 2025
Aug 06 Princeton Capital Management Llc

$336.82M reported · 127 holdings listed · SEC ↗

Q2 2025
Aug 06 Headland Capital, LLC amended

$330.93M reported · 57 holdings listed · SEC ↗

Q2 2025
Aug 06 S&T Bank/Pa

$328.83M reported · 747 holdings listed · SEC ↗

Q2 2025
Aug 06 HORAN Wealth, LLC

$326.72M reported · 120 holdings listed · SEC ↗

Q2 2025
Aug 06 Valtinson Bruner Financial Planning LLC

$324.59M reported · 159 holdings listed · SEC ↗

Q2 2025
Aug 06 RFG - Bristol Wealth Advisors, LLC

$322.47M reported · 173 holdings listed · SEC ↗

Q2 2025
Aug 06 Regimen Wealth, Llc

$322.07M reported · 74 holdings listed · SEC ↗

Q2 2025
Aug 06 Smart Money Group LLC

$318.87M reported · 74 holdings listed · SEC ↗

Q2 2025
Aug 06 360 Financial, Inc.

$316.83M reported · 85 holdings listed · SEC ↗

Q2 2025
Aug 06 Matthew 25 Management Corp

$311.16M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 06 Permit Capital, LLC

$308.75M reported · 20 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 06 O'Brien Greene & Co. Inc

$305.73M reported · 198 holdings listed · SEC ↗

Q2 2025
Aug 06 All-Stars Investment Ltd

$297.94M reported · 3 holdings listed · SEC ↗

Q2 2025
Aug 06 Oldfield Partners LLP

$291.09M reported · 19 holdings listed · SEC ↗

Q2 2025
Aug 06 Reston Wealth Management Llc

$285.32M reported · 54 holdings listed · SEC ↗

Q2 2025
Aug 06 Blue Investment Partners LLC

$285.09M reported · 52 holdings listed · SEC ↗

Q2 2025
Aug 06 Horan Securities, Inc.

$284.18M reported · 152 holdings listed · SEC ↗

Q2 2025
Aug 06 True Wealth Design, LLC

$283.79M reported · 2,565 holdings listed · SEC ↗

Q2 2025
Aug 06 Ironwood Wealth Management, LLC.

$273.96M reported · 42 holdings listed · SEC ↗

Q2 2025
Aug 06 Excalibur Management Corp

$266.54M reported · 165 holdings listed · SEC ↗

Q2 2025
Aug 06 Highlander Partners, L.P.

$260.29M reported · 53 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 06 Malaga Cove Capital, LLC

$254.59M reported · 167 holdings listed · SEC ↗

Q2 2025
Aug 06 Eukles Asset Management

$244.54M reported · 237 holdings listed · SEC ↗

Q2 2025
Aug 06 Stonebridge Financial Planning Group, LLC

$239.52M reported · 165 holdings listed · SEC ↗

Q2 2025
Aug 06 Flagship Private Wealth, LLC amended

$235.19M reported · 103 holdings listed · SEC ↗

Q2 2025
Aug 06 Horizon Investment Services, LLC

$228.25M reported · 122 holdings listed · SEC ↗

Q2 2025
Aug 06 TKG Advisors, LLC

$223.31M reported · 89 holdings listed · SEC ↗

Q2 2025
Aug 06 Maltin Wealth Management, Inc.

$222.25M reported · 127 holdings listed · SEC ↗

Q2 2025
Aug 06 TenCore Partners, LP

$221.18M reported · 12 holdings listed · SEC ↗

Q2 2025
Aug 06 Sustainable Insight Capital Management, LLC

$220.91M reported · 61 holdings listed · SEC ↗

Q2 2025
Aug 06 Raelipskie Partnership

$218.48M reported · 117 holdings listed · SEC ↗

Q2 2025
Aug 06 Garrison Point Advisors, Llc

$217.85M reported · 165 holdings listed · SEC ↗

Q2 2025
Aug 06 Warm Springs Advisors Inc. 2 reports combined

$215.96M reported · 95 holdings listed · SEC ↗

Aug 06–Aug 06
Aug 06 Strategic Financial Partners, Ltd.

$215.44M reported · 76 holdings listed · SEC ↗

Q2 2025
Aug 06 Bastion Asset Management Inc.

$213.47M reported · 54 holdings listed · SEC ↗

Q2 2025
Aug 06 Cherry Creek Investment Advisors, Inc.

$213.32M reported · 114 holdings listed · SEC ↗

Q2 2025
Aug 06 One Wealth Capital Management, Llc

$213.04M reported · 110 holdings listed · SEC ↗

Q2 2025
Aug 06 Legacy Bridge, LLC

$210.71M reported · 303 holdings listed · SEC ↗

Q2 2025
Aug 06 Stilwell Value LLC

$205.32M reported · 30 holdings listed · SEC ↗

Q2 2025
Aug 06 Thomas H Lee Partners Lp

$204.75M reported · 1 holdings listed · SEC ↗

Q2 2025
Aug 06 Aflac Inc

$204.10M reported · 3 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Aspect Partners, LLC

$202.84M reported · 712 holdings listed · SEC ↗

Q2 2025
Aug 06 Able Wealth Management LLC

$198.29M reported · 106 holdings listed · SEC ↗

Q2 2025
Aug 06 Legacy Investment Solutions, LLC

$192.15M reported · 791 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Legacy Wealth Managment, LLC/ID

$192.15M reported · 791 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Cornercap Investment Counsel Inc

$192.02M reported · 152 holdings listed · SEC ↗

Q2 2025
Aug 06 Valued Wealth Advisors LLC

$191.73M reported · 620 holdings listed · SEC ↗

Q2 2025
Aug 06 Innealta Capital, Llc

$189.60M reported · 105 holdings listed · SEC ↗

Q2 2025
Aug 06 Mark Sheptoff Financial Planning, Llc

$187.64M reported · 512 holdings listed · SEC ↗

Q2 2025
Aug 06 Sage Advisory Services, Ltd.Co.

$183.58M reported · 43 holdings listed · SEC ↗

Q2 2025
Aug 06 Rps Advisory Solutions Llc

$182.36M reported · 107 holdings listed · SEC ↗

Q2 2025
Aug 06 New Millennium Group LLC

$180.57M reported · 433 holdings listed · SEC ↗

Q2 2025
Aug 06 Heronetta Management, L.P.

$179.54M reported · 25 holdings listed · SEC ↗

Q2 2025
Aug 06 Capasso Planning Partners LLC

$176.81M reported · 83 holdings listed · SEC ↗

Q2 2025
Aug 06 Decker Retirement Planning Inc.

$172.63M reported · 304 holdings listed · SEC ↗

Q2 2025
Aug 06 Asahi Life Asset Management Co., Ltd.

$171.23M reported · 155 holdings listed · SEC ↗

Q2 2025
Aug 06 Cetera Trust Company, N.A

$167.49M reported · 359 holdings listed · SEC ↗

Q2 2025
Aug 06 Destiny Capital Corp/CO

$165.84M reported · 47 holdings listed · SEC ↗

Q2 2025
Aug 06 Bullseye Investment Management, LLC

$164.35M reported · 91 holdings listed · SEC ↗

Q2 2025
Aug 06 ROI Financial Advisors, LLC

$157.31M reported · 71 holdings listed · SEC ↗

Q2 2025
Aug 06 Climber Capital SA

$155.91M reported · 66 holdings listed · SEC ↗

Q2 2025
Aug 06 Financial Alternatives, Inc

$153.63M reported · 86 holdings listed · SEC ↗

Q2 2025
Aug 06 Graphene Investments SAS

$153.40M reported · 45 holdings listed · SEC ↗

Q2 2025
Aug 06 Brooktree Capital Management

$152.93M reported · 41 holdings listed · SEC ↗

Q2 2025
Aug 06 Prodigy Asset Management LLC

$152.70M reported · 24 holdings listed · SEC ↗

Q2 2025
Aug 06 Forbes Financial Planning, Inc.

$148.04M reported · 34 holdings listed · SEC ↗

Q2 2025
Aug 06 LeClair Wealth Partners LLC

$147.30M reported · 100 holdings listed · SEC ↗

Q2 2025
Aug 06 Broadview Financial Management, LLC

$147.21M reported · 40 holdings listed · SEC ↗

Q2 2025
Aug 06 Tabor Asset Management, LP

$146.48M reported · 40 holdings listed · SEC ↗

Q2 2025
Aug 06 Entrewealth, Llc

$144.60M reported · 65 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 06 Christian Investment Advisors, Inc.

$144.60M reported · 12 holdings listed · SEC ↗

Q2 2025
Aug 06 Settian Capital LP

$141.89M reported · 23 holdings listed · SEC ↗

Q2 2025
Aug 06 Towerview Llc

$140.27M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 06 Three Cord True Wealth Management, LLC amended

$133.93M reported · 28 holdings listed · SEC ↗

Q2 2025
Aug 06 Aspetuck Financial Management LLC

$132.66M reported · 72 holdings listed · SEC ↗

Q2 2025
Aug 06 Ipsen Advisor Group LLC

$131.26M reported · 100 holdings listed · SEC ↗

Q2 2025
Aug 06 Paragon Capital Management Inc

$131.09M reported · 71 holdings listed · SEC ↗

Q2 2025
Aug 06 Paladin Advisory Group, LLC

$130.96M reported · 250 holdings listed · SEC ↗

Q2 2025
Aug 06 Helios Capital Management Pte. Ltd

$129.95M reported · 34 holdings listed · SEC ↗

Q2 2025
Aug 06 Chancellor Financial Group WB LP

$129.48M reported · 135 holdings listed · SEC ↗

Q2 2025
Aug 06 Disciplined Investors, L.L.C.

$128.34M reported · 118 holdings listed · SEC ↗

Q2 2025
Aug 06 Robinson Smith Wealth Advisors Llc

$125.13M reported · 91 holdings listed · SEC ↗

Q2 2025
Aug 06 Bonfire Financial

$121.90M reported · 53 holdings listed · SEC ↗

Q2 2025
Aug 06 Summit Investment Advisors, Inc.

$121.35M reported · 55 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Aug 06 Sound Financial Strategies Group, LLC

$118.26M reported · 95 holdings listed · SEC ↗

Q2 2025
Aug 06 Fairway Financial, LLC

$118.16M reported · 22 holdings listed · SEC ↗

Q2 2025
← Previous Page 59 / 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