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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 6,401–6,500 of 10,852 managers that reported this season
One row per manager: these managers filed 11,582 separate documents; advisers may file one 13F per sub-portfolio. A further 141 superseded versions are excluded. Totals combine only live documents.

Aug 05 Indaba Capital Management, L.P.

value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2026
Aug 05 Roberts Capital Advisors, LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Juniper Hill Capital Management LP

value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2026
Aug 05 RWM Capital, LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 KBC Bank NV

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Peilim Portfolio Management Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Kinsale Insurance Co

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Herbert John K III

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 CSOB Asset Management a.s.

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Cardew Services Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 DST Global Advisors Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 KBC Asset Management NV

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Kbc Fund Management Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Lincoln Investment Planning, Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 First Eagle Separate Account Management, Llc

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Paradice Investment Management Pty Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Jesmond GP Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Nordea Funds Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Zenkyoren Asset Management of America Inc.

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Allen & Co Inc/Allen Holding Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Hsbc Private Bank (Suisse) Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Glencore International Ag

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Nordea Investment Funds S.A.

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Allen & CO LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Gemini GP Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 DST Managers VI Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 DST Managers VII Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 More Provident Funds & Pension Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Bmo Capital Markets Corp.

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Brophy Wealth Management, LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Fifth Third Bank, National Association

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Corebridge Institutional Investments (U.S.), LLC

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Nordea Investment Management North America Inc

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Gragg & Gragg L.L.P.

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 More Mutual Funds Management (2013) Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Danelo Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 More Investment House Portfolio Management Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 NEWTON (PTC) Ltd

value not stated on cover page · SEC ↗

Q2 2026
Aug 05 Glencore AG

value not stated on cover page · SEC ↗

Q2 2026
Aug 04 Fisher Asset Management

$335.83B reported · 1,037 holdings listed · largest holding: NVDA · +122 new · −96 exits · analysis · SEC ↗

Q2 2026
Aug 04 Principal Financial Group Inc

$203.64B reported · 4,413 holdings listed · 5 other managers included · largest holding: NVDA · +101 new · −124 exits · analysis · SEC ↗

Q2 2026
Aug 04 Td Asset Management Inc

$115.43B reported · 1,241 holdings listed · largest holding: NVDA · +113 new · −125 exits · analysis · SEC ↗

Q2 2026
Aug 04 Boston Partners

$112.57B reported · 1,850 holdings listed · 4 other managers included · largest holding: AMZN · +97 new · −63 exits · analysis · SEC ↗

Q2 2026
Aug 04 Akuna Securities Llc

$35.83B reported · 36 holdings listed · largest holding: NVDA · +6 new · −6 exits · analysis · SEC ↗

Q2 2026
Aug 04 M&T Bank Corp

$34.11B reported · 14,601 holdings listed · 7 other managers included · SEC ↗

Q2 2026
Aug 04 State of New Jersey Common Pension Fund D

$29.30B reported · 1,718 holdings listed · SEC ↗

Q2 2026
Aug 04 SEB Asset Management AB

$26.56B reported · 700 holdings listed · SEC ↗

Q2 2026
Aug 04 Polen Capital Management Llc

$11.61B reported · 219 holdings listed · SEC ↗

Q2 2026
Aug 04 Choreo, Llc

$9.11B reported · 1,690 holdings listed · SEC ↗

Q2 2026
Aug 04 Principal Securities, Inc.

$8.31B reported · 1,539 holdings listed · SEC ↗

Q2 2026
Aug 04 Thoma Bravo, L.P.

$7.28B reported · 3 holdings listed · SEC ↗

Q2 2026
Aug 04 Todd Asset Management Llc

$5.63B reported · 265 holdings listed · SEC ↗

Q2 2026
Aug 04 Veritas Asset Management LLP

$5.56B reported · 21 holdings listed · SEC ↗

Q2 2026
Aug 04 Td Private Client Wealth Llc

$5.44B reported · 1,698 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 04 DJE Kapital AG

$5.31B reported · 124 holdings listed · SEC ↗

Q2 2026
Aug 04 Copeland Capital Management, LLC

$4.87B reported · 443 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 04 Nicholas Hoffman & Company, LLC.

$4.74B reported · 344 holdings listed · SEC ↗

Q2 2026
Aug 04 Compound Planning, Inc.

$3.84B reported · 2,302 holdings listed · SEC ↗

Q2 2026
Aug 04 Joel Isaacson & Co., LLC

$3.45B reported · 482 holdings listed · SEC ↗

Q2 2026
Aug 04 Chilton Capital Management Llc

$3.17B reported · 592 holdings listed · SEC ↗

Q2 2026
Aug 04 71 West Capital Partners

$2.89B reported · 382 holdings listed · SEC ↗

Q2 2026
Aug 04 McAdam, LLC

$2.59B reported · 526 holdings listed · SEC ↗

Q2 2026
Aug 04 North Dakota State Investment Board

$2.46B reported · 826 holdings listed · SEC ↗

Q2 2026
Aug 04 Checchi Capital Advisers, LLC

$2.22B reported · 609 holdings listed · SEC ↗

Q2 2026
Aug 04 Money Concepts Capital Corp

$2.16B reported · 633 holdings listed · SEC ↗

Q2 2026
Aug 04 Toyota Motor Corp/

$1.99B reported · 3 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Aug 04 Signal Advisors Wealth, LLC

$1.98B reported · 630 holdings listed · SEC ↗

Q2 2026
Aug 04 Berger Financial Group, Inc

$1.96B reported · 486 holdings listed · SEC ↗

Q2 2026
Aug 04 Adell Harriman & Carpenter Inc

$1.95B reported · 158 holdings listed · SEC ↗

Q2 2026
Aug 04 Osborne Partners Capital Management, Llc

$1.80B reported · 203 holdings listed · SEC ↗

Q2 2026
Aug 04 1900 Wealth Management Llc

$1.80B reported · 312 holdings listed · SEC ↗

Q2 2026
Aug 04 Indivisible Partners

$1.77B reported · 638 holdings listed · SEC ↗

Q2 2026
Aug 04 Valley Wealth Managers, Inc.

$1.73B reported · 534 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 04 Ascentis Independent Advisors amended

$1.71B reported · 67,453 holdings listed · SEC ↗

Q2 2026
Aug 04 Aew Capital Management L P

$1.67B reported · 77 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Aug 04 Gateway Wealth Partners, LLC

$1.67B reported · 751 holdings listed · SEC ↗

Q2 2026
Aug 04 Cryder Capital Partners LLP

$1.59B reported · 10 holdings listed · SEC ↗

Q2 2026
Aug 04 Beaumont Financial Advisors, LLC

$1.57B reported · 383 holdings listed · SEC ↗

Q2 2026
Aug 04 Transcend Capital Advisors, Llc

$1.48B reported · 818 holdings listed · SEC ↗

Q2 2026
Aug 04 Hilton Capital Management, LLC

$1.47B reported · 135 holdings listed · SEC ↗

Q2 2026
Aug 04 Partners Group Holding AG

$1.47B reported · 52 holdings listed · SEC ↗

Q2 2026
Aug 04 Diversified Portfolios, Inc.

$1.38B reported · 201 holdings listed · SEC ↗

Q2 2026
Aug 04 Journey Advisory Group, LLC

$1.31B reported · 282 holdings listed · SEC ↗

Q2 2026
Aug 04 Wescott Financial Advisory Group, LLC

$1.29B reported · 216 holdings listed · SEC ↗

Q2 2026
Aug 04 Navellier & Associates Inc

$1.26B reported · 322 holdings listed · SEC ↗

Q2 2026
Aug 04 SP Asset Management LLC

$1.25B reported · 137 holdings listed · SEC ↗

Q2 2026
Aug 04 SYM FINANCIAL Corp

$1.24B reported · 531 holdings listed · SEC ↗

Q2 2026
Aug 04 Blueprint Investment Partners LLC

$1.20B reported · 159 holdings listed · SEC ↗

Q2 2026
Aug 04 Cascade Financial Partners, LLC

$1.15B reported · 283 holdings listed · SEC ↗

Q2 2026
Aug 04 Carret Asset Management, Llc

$1.14B reported · 309 holdings listed · SEC ↗

Q2 2026
Aug 04 Black Diamond Financial, LLC

$1.13B reported · 198 holdings listed · SEC ↗

Q2 2026
Aug 04 Boulay Financial Advisors, LLC

$1.08B reported · 6 holdings listed · SEC ↗

Q2 2026
Aug 04 New England Private Wealth Advisors LLC

$1.04B reported · 205 holdings listed · SEC ↗

Q2 2026
Aug 04 Sendero Wealth Management, LLC

$1.00B reported · 330 holdings listed · 8 other managers included · SEC ↗

Q2 2026
Aug 04 Leuthold Group, Llc

$995.16M reported · 237 holdings listed · SEC ↗

Q2 2026
Aug 04 RPG Investment Advisory, LLC

$972.85M reported · 93 holdings listed · SEC ↗

Q2 2026
Aug 04 River Wealth Advisors LLC amended

$955.73M reported · 217 holdings listed · SEC ↗

Q2 2026
Aug 04 Symphony Financial, Ltd. Co.

$914.26M reported · 371 holdings listed · SEC ↗

Q2 2026
Aug 04 Pacific Life Fund Advisors LLC

$909.64M reported · 27 holdings listed · SEC ↗

Q2 2026
Aug 04 Noesis Capital Mangement Corp

$831.64M reported · 124 holdings listed · SEC ↗

Q2 2026
← Previous Page 65 / 109 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