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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
RNA +63 +63 64
MDA MDA Space Ltd +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 6,401–6,500 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 05 Livforsakringsbolaget Skandia, Omsesidigt

$2.58B reported · 601 holdings listed · SEC ↗

Q1 2026
May 05 Prosperity Consulting Group, LLC

$2.25B reported · 524 holdings listed · SEC ↗

Q1 2026
May 05 SouthState Bank Corp

$2.14B reported · 1,853 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 05 Sofi Wealth, Llc

$2.08B reported · 52 holdings listed · SEC ↗

Q1 2026
May 05 PFG Advisors

$2.05B reported · 788 holdings listed · SEC ↗

Q1 2026
May 05 CenterBook Partners LP

$1.86B reported · 628 holdings listed · SEC ↗

Q1 2026
May 05 Goehring & Rozencwajg Associates, LLC

$1.86B reported · 43 holdings listed · SEC ↗

Q1 2026
May 05 Willis Investment Counsel

$1.83B reported · 123 holdings listed · SEC ↗

Q1 2026
May 05 Greenspring Advisors, LLC

$1.64B reported · 318 holdings listed · SEC ↗

Q1 2026
May 05 Woodmont Investment Counsel Llc

$1.62B reported · 263 holdings listed · SEC ↗

Q1 2026
May 05 Plante Moran Financial Advisors, LLC

$1.55B reported · 718 holdings listed · SEC ↗

Q1 2026
May 05 Plato Investment Management Ltd

$1.49B reported · 516 holdings listed · SEC ↗

Q1 2026
May 05 Beaumont Financial Advisors, LLC

$1.46B reported · 369 holdings listed · SEC ↗

Q1 2026
May 05 Clear Harbor Asset Management, LLC

$1.45B reported · 450 holdings listed · SEC ↗

Q1 2026
May 05 Leo Wealth, LLC

$1.38B reported · 452 holdings listed · SEC ↗

Q1 2026
May 05 Smith, Moore & Co.

$1.37B reported · 558 holdings listed · SEC ↗

Q1 2026
May 05 Capital Investment Advisory Services, LLC

$1.37B reported · 1,206 holdings listed · SEC ↗

Q1 2026
May 05 Ethos Financial Group, LLC

$1.37B reported · 540 holdings listed · SEC ↗

Q1 2026
May 05 CapWealth Advisors, LLC

$1.35B reported · 118 holdings listed · SEC ↗

Q1 2026
May 05 Fusion Family Wealth, LLC

$1.34B reported · 47 holdings listed · SEC ↗

Q1 2026
May 05 N.E.W. Advisory Services LLC

$1.34B reported · 914 holdings listed · SEC ↗

Q1 2026
May 05 One Day In July LLC

$1.25B reported · 153 holdings listed · SEC ↗

Q1 2026
May 05 Tortoise Investment Management, LLC

$1.21B reported · 252 holdings listed · SEC ↗

Q1 2026
May 05 W.G. Shaheen & Associates DBA Whitney & Co

$1.20B reported · 175 holdings listed · SEC ↗

Q1 2026
May 05 Mcdaniel Terry & Co

$1.18B reported · 81 holdings listed · SEC ↗

Q1 2026
May 05 Journey Advisory Group, LLC

$1.17B reported · 244 holdings listed · SEC ↗

Q1 2026
May 05 Marks Group Wealth Management, Inc

$1.04B reported · 536 holdings listed · SEC ↗

Q1 2026
May 05 PSG Equity L.L.C.

$976.86M reported · 1 holdings listed · SEC ↗

Q1 2026
May 05 MASTERINVEST Kapitalanlage GmbH

$962.49M reported · 292 holdings listed · SEC ↗

Q1 2026
May 05 Minneapolis Portfolio Management Group, LLC

$941.72M reported · 33 holdings listed · SEC ↗

Q1 2026
May 05 Black Diamond Financial, LLC

$916.47M reported · 185 holdings listed · SEC ↗

Q1 2026
May 05 NAN FUNG TRINITY (HK) Ltd

$910.62M reported · 62 holdings listed · SEC ↗

Q1 2026
May 05 Signet Financial Management, Llc

$891.97M reported · 299 holdings listed · SEC ↗

Q1 2026
May 05 Northcape Capital Pty Ltd

$866.68M reported · 8 holdings listed · SEC ↗

Q1 2026
May 05 Legacy Advisors, LLC

$848.22M reported · 279 holdings listed · SEC ↗

Q1 2026
May 05 Mjp Associates Inc /Adv

$823.65M reported · 231 holdings listed · SEC ↗

Q1 2026
May 05 Bay Colony Advisory Group, Inc d/b/a Bay Colony…

$818.28M reported · 489 holdings listed · SEC ↗

Q1 2026
May 05 Portfolio Strategies, Inc.

$811.09M reported · 75 holdings listed · SEC ↗

Q1 2026
May 05 Flaharty Asset Management, LLC

$805.53M reported · 133 holdings listed · SEC ↗

Q1 2026
May 05 Soundwatch Capital LLC

$793.23M reported · 47 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 05 Twin Capital Management Inc

$775.70M reported · 271 holdings listed · SEC ↗

Q1 2026
May 05 Gilbert & Cook, Inc.

$774.22M reported · 221 holdings listed · SEC ↗

Q1 2026
May 05 Zweig-DiMenna Associates LLC

$722.23M reported · 61 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 05 Hexagon Capital Partners LLC

$683.41M reported · 252 holdings listed · SEC ↗

Q1 2026
May 05 Advisors Preferred, LLC

$678.99M reported · 216 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 05 Mraz, Amerine & Associates, Inc.

$678.25M reported · 190 holdings listed · SEC ↗

Q1 2026
May 05 Noesis Capital Mangement Corp

$676.39M reported · 125 holdings listed · SEC ↗

Q1 2026
May 05 Rollins Financial Advisors, LLC

$632.36M reported · 158 holdings listed · SEC ↗

Q1 2026
May 05 LJI Wealth Management, LLC

$626.06M reported · 194 holdings listed · SEC ↗

Q1 2026
May 05 Mcmorgan & Co Llc

$618.15M reported · 40 holdings listed · SEC ↗

Q1 2026
May 05 NFSG Corp

$608.26M reported · 1,182 holdings listed · SEC ↗

Q1 2026
May 05 Almanack Investment Partners, LLC.

$592.40M reported · 177 holdings listed · SEC ↗

Q1 2026
May 05 Brickley Wealth Management

$583.07M reported · 60 holdings listed · SEC ↗

Q1 2026
May 05 New Harbor Financial Group, LLC

$567.49M reported · 61 holdings listed · SEC ↗

Q1 2026
May 05 Rockport Wealth LLC

$549.26M reported · 101 holdings listed · SEC ↗

Q1 2026
May 05 Westover Capital Advisors, LLC

$543.41M reported · 235 holdings listed · SEC ↗

Q1 2026
May 05 Correct Capital Wealth Management

$535.69M reported · 109 holdings listed · SEC ↗

Q1 2026
May 05 West Paces Advisors Inc.

$516.18M reported · 197 holdings listed · SEC ↗

Q1 2026
May 05 Oasis Advisors, LLC

$508.67M reported · 210 holdings listed · SEC ↗

Q1 2026
May 05 Bcm Advisors, Llc

$506.90M reported · 78 holdings listed · SEC ↗

Q1 2026
May 05 Altrius Capital Management Inc

$502.51M reported · 87 holdings listed · SEC ↗

Q1 2026
May 05 Ackerman Capital Advisors, LLC

$488.35M reported · 115 holdings listed · SEC ↗

Q1 2026
May 05 Net Worth Advisory Group

$482.36M reported · 436 holdings listed · SEC ↗

Q1 2026
May 05 Privium Fund Management B.V.

$480.31M reported · 60 holdings listed · SEC ↗

Q1 2026
May 05 Frisch Financial Group, Inc.

$478.34M reported · 167 holdings listed · SEC ↗

Q1 2026
May 05 Aisling Capital Management LP

$476.29M reported · 13 holdings listed · SEC ↗

Q1 2026
May 05 Kickstand Ventures, Llc.

$475.01M reported · 130 holdings listed · SEC ↗

Q1 2026
May 05 Cherry Tree Wealth Management, LLC

$472.72M reported · 582 holdings listed · SEC ↗

Q1 2026
May 05 Mass General Brigham, Inc

$468.92M reported · 6 holdings listed · SEC ↗

Q1 2026
May 05 West Michigan Advisors, Llc

$455.19M reported · 298 holdings listed · SEC ↗

Q1 2026
May 05 Mandatum Life Insurance Co Ltd

$444.77M reported · 84 holdings listed · SEC ↗

Q1 2026
May 05 Napier Financial, LLC

$436.02M reported · 609 holdings listed · SEC ↗

Q1 2026
May 05 Seafarer Capital Partners, LLC

$435.81M reported · 9 holdings listed · SEC ↗

Q1 2026
May 05 Navigation Group, LLC

$427.27M reported · 113 holdings listed · SEC ↗

Q1 2026
May 05 Evergreen Advisors, LLC

$425.79M reported · 168 holdings listed · SEC ↗

Q1 2026
May 05 Midwest Professional Planners, LTD.

$424.53M reported · 137 holdings listed · SEC ↗

Q1 2026
May 05 Ashford Advisors, LLC

$419.26M reported · 23 holdings listed · SEC ↗

Q1 2026
May 05 Milestone Investment Advisors LLC

$414.00M reported · 139 holdings listed · SEC ↗

Q1 2026
May 05 Meridian Management Co

$401.92M reported · 101 holdings listed · 1 other managers included · SEC ↗

Q1 2026
May 05 BCGM Wealth Management, LLC

$398.11M reported · 178 holdings listed · SEC ↗

Q1 2026
May 05 Garda Capital Partners LP

$384.72M reported · 15 holdings listed · SEC ↗

Q1 2026
May 05 Delta Financial Advisors Llc

$383.81M reported · 149 holdings listed · SEC ↗

Q1 2026
May 05 Progressive Investment Management Corp

$378.74M reported · 58 holdings listed · SEC ↗

Q1 2026
May 05 EnRich Financial Partners LLC

$377.07M reported · 64 holdings listed · SEC ↗

Q1 2026
May 05 Freedom Day Solutions, LLC

$372.67M reported · 96 holdings listed · SEC ↗

Q1 2026
May 05 Saybrook Capital /Nc

$371.37M reported · 42 holdings listed · SEC ↗

Q1 2026
May 05 RFG - Bristol Wealth Advisors, LLC

$370.62M reported · 180 holdings listed · SEC ↗

Q1 2026
May 05 Valtinson Bruner Financial Planning LLC

$364.03M reported · 171 holdings listed · SEC ↗

Q1 2026
May 05 Reik & Co., Llc

$362.51M reported · 77 holdings listed · SEC ↗

Q1 2026
May 05 Duncan Williams Asset Management, LLC

$360.68M reported · 154 holdings listed · SEC ↗

Q1 2026
May 05 Legacy CG, LLC

$360.05M reported · 45 holdings listed · SEC ↗

Q1 2026
May 05 LOM Asset Management Ltd

$347.85M reported · 278 holdings listed · SEC ↗

Q1 2026
May 05 Mariner Investment Group Llc

$345.88M reported · 108 holdings listed · SEC ↗

Q1 2026
May 05 Aikya Investment Management Ltd

$344.74M reported · 4 holdings listed · SEC ↗

Q1 2026
May 05 Smart Money Group LLC

$343.71M reported · 84 holdings listed · SEC ↗

Q1 2026
May 05 Vectors Research Management, LLC

$342.36M reported · 142 holdings listed · SEC ↗

Q1 2026
May 05 Sandy Cove Advisors, LLC

$334.07M reported · 144 holdings listed · SEC ↗

Q1 2026
May 05 MADDEN SECURITIES Corp

$332.58M reported · 113 holdings listed · SEC ↗

Q1 2026
May 05 Aspiring Ventures, LLC

$329.78M reported · 171 holdings listed · SEC ↗

Q1 2026
May 05 Bastion Asset Management Inc.

$327.96M reported · 65 holdings listed · SEC ↗

Q1 2026
← Previous Page 65 / 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