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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
218Amendments
1,793Notice filings
Mar 31First filed
Oct 30Latest 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
Elm Partners Management LLC restatement May 13 Oct 30 $2.31B → $2.90B (+25.9%) SEC ↗
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 ↗

“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 5,901–6,000 of 10,586 managers that reported this season
One row per manager: these managers filed 10,949 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

May 07 University Of Chicago

$323.41M reported · 13 holdings listed · SEC ↗

Q1 2026
May 07 Santori & Peters, Inc.

$321.25M reported · 79 holdings listed · SEC ↗

Q1 2026
May 07 Eaton-Cambridge Inc.

$319.56M reported · 56 holdings listed · SEC ↗

Q1 2026
May 07 Omnia Family Wealth, LLC

$317.36M reported · 90 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 07 Advisor Resource Council

$309.05M reported · 244 holdings listed · SEC ↗

Q1 2026
May 07 Permit Capital, LLC

$294.39M reported · 19 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 07 Missouri Education Pension Trust

$293.53M reported · 2 holdings listed · SEC ↗

Q1 2026
May 07 West Family Investments, Inc.

$285.25M reported · 259 holdings listed · SEC ↗

Q1 2026
May 07 Malaga Cove Capital, LLC

$278.29M reported · 192 holdings listed · SEC ↗

Q1 2026
May 07 Alta Advisers Ltd

$276.38M reported · 207 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 07 Lakeshore Financial Planning, Inc.

$275.85M reported · 85 holdings listed · SEC ↗

Q1 2026
May 07 Lountzis Asset Management, Llc

$272.64M reported · 52 holdings listed · SEC ↗

Q1 2026
May 07 Mullooly Asset Management, Inc.

$270.96M reported · 51 holdings listed · SEC ↗

Q1 2026
May 07 Trv Gp Iv, Llc

$266.90M reported · 2 holdings listed · SEC ↗

Q1 2026
May 07 NYL Investors LLC

$264.66M reported · 31 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 07 NWK Group, Inc.

$260.59M reported · 66 holdings listed · SEC ↗

Q1 2026
May 07 MorganRosel Wealth Management, LLC

$253.52M reported · 103 holdings listed · SEC ↗

Q1 2026
May 07 Greykasell Wealth Strategies, Inc.

$248.04M reported · 567 holdings listed · SEC ↗

Q1 2026
May 07 Segra Capital Management, Llc

$247.97M reported · 12 holdings listed · SEC ↗

Q1 2026
May 07 Dravo Bay Llc

$246.15M reported · 54 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 07 Hanover Advisors Inc

$246.06M reported · 118 holdings listed · SEC ↗

Q1 2026
May 07 Resolute Advisors LLC

$241.88M reported · 90 holdings listed · SEC ↗

Q1 2026
May 07 Beta Wealth Group, Inc.

$241.68M reported · 117 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 07 Continuum Wealth Advisors, Llc

$241.01M reported · 70 holdings listed · SEC ↗

Q1 2026
May 07 Groupe Bruxelles Lambert

$240.05M reported · 1 holdings listed · SEC ↗

Q1 2026
May 07 HF Capital, LLC

$239.21M reported · 5 holdings listed · SEC ↗

Q1 2026
May 07 Insight 2811, Inc.

$239.10M reported · 113 holdings listed · SEC ↗

Q1 2026
May 07 New England Research & Management, Inc.

$236.63M reported · 143 holdings listed · SEC ↗

Q1 2026
May 07 J.H. Whitney Equity Partners VII, LLC

$233.40M reported · 1 holdings listed · SEC ↗

Q1 2026
May 07 Resolute Wealth Strategies, LLC

$231.76M reported · 114 holdings listed · SEC ↗

Q1 2026
May 07 Ballast Asset Management, LP

$224.72M reported · 52 holdings listed · SEC ↗

Q1 2026
May 07 Tull Financial Group, Inc.

$223.99M reported · 31 holdings listed · SEC ↗

Q1 2026
May 07 Paul R. Ried Financial Group, LLC

$215.10M reported · 41 holdings listed · SEC ↗

Q1 2026
May 07 Conway Capital Management, Inc.

$213.71M reported · 45 holdings listed · SEC ↗

Q1 2026
May 07 Carl P. Sherr & Co., LLC

$212.82M reported · 124 holdings listed · SEC ↗

Q1 2026
May 07 CVS HEALTH Corp

$212.26M reported · 33 holdings listed · SEC ↗

Q1 2026
May 07 Applied Capital LLC/FL

$211.79M reported · 92 holdings listed · SEC ↗

Q1 2026
May 07 All-Stars Investment Ltd

$206.09M reported · 4 holdings listed · SEC ↗

Q1 2026
May 07 Legacy Wealth Managment, LLC/ID

$201.19M reported · 1,082 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 07 Ridgepath Capital Management LLC

$201.18M reported · 51 holdings listed · SEC ↗

Q1 2026
May 07 Latigo Investments, LLC

$200.75M reported · 14 holdings listed · SEC ↗

Q1 2026
May 07 Alpha Zero LLC

$197.57M reported · 79 holdings listed · SEC ↗

Q1 2026
May 07 Everest Private Wealth

$197.42M reported · 72 holdings listed · SEC ↗

Q1 2026
May 07 Symphony Financial Services, Inc.

$194.79M reported · 99 holdings listed · SEC ↗

Q1 2026
May 07 Oep Capital Advisors, L.P.

$194.12M reported · 1 holdings listed · SEC ↗

Q1 2026
May 07 Topel & Distasi Wealth Management, LLC

$193.47M reported · 58 holdings listed · SEC ↗

Q1 2026
May 07 Carson Advisory Inc.

$192.89M reported · 188 holdings listed · SEC ↗

Q1 2026
May 07 Clark Financial Services Group Inc …

$192.44M reported · 187 holdings listed · SEC ↗

Q1 2026
May 07 Rachor Investment Advisory Services, LLC

$190.32M reported · 464 holdings listed · SEC ↗

Q1 2026
May 07 Winthrop Partners - WNY, LLC

$187.68M reported · 87 holdings listed · SEC ↗

Q1 2026
May 07 Sage Advisory Services, Ltd.Co.

$182.58M reported · 42 holdings listed · SEC ↗

Q1 2026
May 07 Alchemi Wealth, LLC

$180.21M reported · 155 holdings listed · SEC ↗

Q1 2026
May 07 IvyRock Asset Management (HK) Ltd

$177.93M reported · 25 holdings listed · SEC ↗

Q1 2026
May 07 Xxi Wealth, Llc

$176.53M reported · 209 holdings listed · SEC ↗

Q1 2026
May 07 Basepoint Wealth LLC

$174.79M reported · 643 holdings listed · SEC ↗

Q1 2026
May 07 Prentiss Smith & Co Inc

$172.24M reported · 65 holdings listed · SEC ↗

Q1 2026
May 07 Magnolia Wealth Management, LLC

$171.63M reported · 212 holdings listed · SEC ↗

Q1 2026
May 07 Pillar Financial Advisors, LLC

$171.12M reported · 106 holdings listed · SEC ↗

Q1 2026
May 07 Legacy Capital Wealth Management, Llc

$171.08M reported · 65 holdings listed · SEC ↗

Q1 2026
May 07 Tacita Capital Inc

$168.91M reported · 238 holdings listed · SEC ↗

Q1 2026
May 07 Bucket List Wealth Management, LLC

$166.08M reported · 57 holdings listed · SEC ↗

Q1 2026
May 07 Robert Bosch GmbH

$160.36M reported · 3 holdings listed · SEC ↗

Q1 2026
May 07 Pacific Wealth Strategies Group, Inc.

$160.23M reported · 62 holdings listed · SEC ↗

Q1 2026
May 07 swisspartners Advisors Ltd

$159.18M reported · 24 holdings listed · SEC ↗

Q1 2026
May 07 Hahn Capital Management Llc

$159.16M reported · 31 holdings listed · SEC ↗

Q1 2026
May 07 Patrick M Sweeney & Associates, Inc

$155.99M reported · 164 holdings listed · SEC ↗

Q1 2026
May 07 Fidato Wealth LLC

$154.02M reported · 15 holdings listed · SEC ↗

Q1 2026
May 07 Marshall & Sterling Wealth Advisors Inc.

$152.84M reported · 344 holdings listed · SEC ↗

Q1 2026
May 07 Fiduciary Wealth Partners, LLC

$152.80M reported · 60 holdings listed · SEC ↗

Q1 2026
May 07 Key Capital Management, INC

$151.43M reported · 687 holdings listed · SEC ↗

Q1 2026
May 07 Integrated Capital Management, Inc.

$150.40M reported · 56 holdings listed · SEC ↗

Q1 2026
May 07 Flavin Financial Services, Inc.

$148.61M reported · 72 holdings listed · SEC ↗

Q1 2026
May 07 Hopwood Financial Services, Inc.

$148.41M reported · 83 holdings listed · SEC ↗

Q1 2026
May 07 Authentikos Wealth Advisory, LLC

$148.11M reported · 70 holdings listed · SEC ↗

Q1 2026
May 07 Paradigm, Strategies in Wealth Management, LLC

$147.41M reported · 55 holdings listed · SEC ↗

Q1 2026
May 07 Amara Financial, Llc.

$145.07M reported · 45 holdings listed · SEC ↗

Q1 2026
May 07 Argyle Capital Partners, LLC

$138.85M reported · 187 holdings listed · SEC ↗

Q1 2026
May 07 Chesapeake Capital Corp /Il/

$138.70M reported · 156 holdings listed · SEC ↗

Q1 2026
May 07 Renaissance Capital LLC

$138.03M reported · 47 holdings listed · SEC ↗

Q1 2026
May 07 Arsenal Capital Advisors LLC

$137.72M reported · 98 holdings listed · SEC ↗

Q1 2026
May 07 Trv Gp Vi, Llc

$135.60M reported · 3 holdings listed · SEC ↗

Q1 2026
May 07 Atlatl Advisers LLC

$134.76M reported · 95 holdings listed · SEC ↗

Q1 2026
May 07 Bonfire Financial

$132.89M reported · 57 holdings listed · SEC ↗

Q1 2026
May 07 Richard Young Associates, Ltd.

$131.70M reported · 25 holdings listed · SEC ↗

Q1 2026
May 07 Visa Foundation

$131.66M reported · 1 holdings listed · SEC ↗

Q1 2026
May 07 Aldebaran Capital, LLC

$130.82M reported · 43 holdings listed · SEC ↗

Q1 2026
May 07 Hallstatt Advisors L.P.

$126.41M reported · 15 holdings listed · SEC ↗

Q1 2026
May 07 Bingham Private Wealth, Llc

$126.00M reported · 164 holdings listed · 11 other managers included · SEC ↗

Q1 2026
May 07 Allium Financial Advisors, Llc

$124.71M reported · 79 holdings listed · SEC ↗

Q1 2026
May 07 Cannon Capital Management, Inc.

$123.08M reported · 28 holdings listed · SEC ↗

Q1 2026
May 07 Mishpacha Holdings Corp

$123.05M reported · 3 holdings listed · SEC ↗

Q1 2026
May 07 Fox Financial, Inc

$122.53M reported · 11 holdings listed · SEC ↗

Q1 2026
May 07 Conquis Financial Llc

$120.65M reported · 54 holdings listed · SEC ↗

Q1 2026
May 07 Virtus Family Office LLC

$117.20M reported · 73 holdings listed · SEC ↗

Q1 2026
May 07 Alexander Randolph Advisory, Inc.

$116.00M reported · 54 holdings listed · SEC ↗

Q1 2026
May 07 American Asset Management Inc.

$115.23M reported · 31 holdings listed · SEC ↗

Q1 2026
May 07 Maimon Wealth Management Ltd.

$113.96M reported · 77 holdings listed · SEC ↗

Q1 2026
May 07 Momentum Wealth Planning, LLC

$112.54M reported · 36 holdings listed · SEC ↗

Q1 2026
May 07 Fiduciary Financial Advisors

$112.10M reported · 242 holdings listed · SEC ↗

Q1 2026
May 07 Vericrest Private Wealth

$111.49M reported · 39 holdings listed · SEC ↗

Q1 2026
← Previous Page 60 / 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