★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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 6,501–6,600 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 04 Strategic Wealth Investment Group, LLC

$824.75M reported · 104 holdings listed · SEC ↗

Q2 2026
Aug 04 Fagan Associates, Inc.

$812.70M reported · 137 holdings listed · SEC ↗

Q2 2026
Aug 04 Suncoast Equity Management

$798.41M reported · 63 holdings listed · SEC ↗

Q2 2026
Aug 04 Rollins Financial Advisors, LLC

$759.11M reported · 168 holdings listed · SEC ↗

Q2 2026
Aug 04 Founders Financial Alliance, LLC

$754.49M reported · 779 holdings listed · SEC ↗

Q2 2026
Aug 04 SC&H Financial Advisors, Inc.

$753.83M reported · 160 holdings listed · SEC ↗

Q2 2026
Aug 04 S-Bank Fund Management Ltd

$735.91M reported · 177 holdings listed · SEC ↗

Q2 2026
Aug 04 Huntleigh Advisors, Inc.

$714.23M reported · 303 holdings listed · SEC ↗

Q2 2026
Aug 04 Blue Fin Capital, Inc.

$691.76M reported · 164 holdings listed · SEC ↗

Q2 2026
Aug 04 Burling Wealth Partners, Llc

$683.37M reported · 180 holdings listed · SEC ↗

Q2 2026
Aug 04 Garrett Wealth Advisory Group, LLC

$650.55M reported · 150 holdings listed · SEC ↗

Q2 2026
Aug 04 Golden Reserve Retirement LLC

$634.93M reported · 112 holdings listed · SEC ↗

Q2 2026
Aug 04 PKS Advisory Services, LLC

$626.58M reported · 380 holdings listed · SEC ↗

Q2 2026
Aug 04 Addison Capital Co

$610.38M reported · 184 holdings listed · SEC ↗

Q2 2026
Aug 04 Fox Run Management, L.L.C.

$603.27M reported · 891 holdings listed · SEC ↗

Q2 2026
Aug 04 Westover Capital Advisors, LLC

$601.93M reported · 240 holdings listed · SEC ↗

Q2 2026
Aug 04 REAP Financial Group, LLC

$585.58M reported · 542 holdings listed · SEC ↗

Q2 2026
Aug 04 Correct Capital Wealth Management

$580.03M reported · 108 holdings listed · SEC ↗

Q2 2026
Aug 04 Ramsay, Stattman, Vela & Price, Inc.

$562.15M reported · 84 holdings listed · SEC ↗

Q2 2026
Aug 04 Okabena Investment Services Inc

$559.99M reported · 145 holdings listed · SEC ↗

Q2 2026
Aug 04 Noble Family Wealth, LLC

$558.89M reported · 74 holdings listed · SEC ↗

Q2 2026
Aug 04 Rossby Financial, LCC

$547.12M reported · 2,144 holdings listed · SEC ↗

Q2 2026
Aug 04 Brooklyn FI, LLC

$546.89M reported · 434 holdings listed · SEC ↗

Q2 2026
Aug 04 Usa Financial Formulas

$546.24M reported · 412 holdings listed · SEC ↗

Q2 2026
Aug 04 Hedeker Wealth, LLC

$524.12M reported · 92 holdings listed · SEC ↗

Q2 2026
Aug 04 Mindset Wealth Management, Llc

$519.14M reported · 191 holdings listed · SEC ↗

Q2 2026
Aug 04 Alliance Wealth Management Group

$513.71M reported · 103 holdings listed · SEC ↗

Q2 2026
Aug 04 Petix & Botte Co

$496.82M reported · 144 holdings listed · SEC ↗

Q2 2026
Aug 04 Summit Wealth Group, LLC

$490.28M reported · 129 holdings listed · SEC ↗

Q2 2026
Aug 04 Vodafone Ventures Ltd

$486.22M reported · 1 holdings listed · SEC ↗

Q2 2026
Aug 04 Capital City Trust Co/Fl

$482.23M reported · 211 holdings listed · SEC ↗

Q2 2026
Aug 04 Mattson Financial Services, LLC

$477.76M reported · 235 holdings listed · SEC ↗

Q2 2026
Aug 04 BCGM Wealth Management, LLC

$472.99M reported · 182 holdings listed · SEC ↗

Q2 2026
Aug 04 Paulson Wealth Management Inc.

$471.43M reported · 146 holdings listed · SEC ↗

Q2 2026
Aug 04 Evergreen Advisors, LLC

$468.56M reported · 31 holdings listed · SEC ↗

Q2 2026
Aug 04 Speece Thorson Capital Group Inc

$467.75M reported · 37 holdings listed · SEC ↗

Q2 2026
Aug 04 Seven Springs Wealth Group, LLC

$458.09M reported · 85 holdings listed · SEC ↗

Q2 2026
Aug 04 Progressive Investment Management Corp

$454.36M reported · 56 holdings listed · SEC ↗

Q2 2026
Aug 04 Aspen Capital Management, LLC

$452.98M reported · 83 holdings listed · SEC ↗

Q2 2026
Aug 04 Channel Wealth Llc

$445.89M reported · 188 holdings listed · SEC ↗

Q2 2026
Aug 04 Meridian Management Co

$445.55M reported · 112 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 04 Seafarer Capital Partners, LLC

$433.94M reported · 9 holdings listed · SEC ↗

Q2 2026
Aug 04 Pier 88 Investment Partners Llc

$420.73M reported · 110 holdings listed · SEC ↗

Q2 2026
Aug 04 Daybright Advisory Services, Inc.

$418.95M reported · 145 holdings listed · SEC ↗

Q2 2026
Aug 04 Provident Wealth Management, LLC

$388.40M reported · 161 holdings listed · SEC ↗

Q2 2026
Aug 04 LOM Asset Management Ltd

$386.93M reported · 279 holdings listed · SEC ↗

Q2 2026
Aug 04 S.E.E.D. Planning Group LLC

$378.92M reported · 88 holdings listed · SEC ↗

Q2 2026
Aug 04 Overlook Investments LP 2 reports combined

$377.89M reported · 3 holdings listed · SEC ↗

Aug 04–Aug 04
Aug 04 Palisades Investment Partners, LLC

$351.60M reported · 53 holdings listed · SEC ↗

Q2 2026
Aug 04 Davis-Rea Ltd.

$350.68M reported · 45 holdings listed · SEC ↗

Q2 2026
Aug 04 Attestor Capital Ltd

$350.11M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 04 Jeppson Wealth Management, Llc

$339.41M reported · 242 holdings listed · SEC ↗

Q2 2026
Aug 04 Red Lighthouse Investment Management, Llc

$335.65M reported · 85 holdings listed · SEC ↗

Q2 2026
Aug 04 Steadview Capital Management LLC

$332.52M reported · 14 holdings listed · SEC ↗

Q2 2026
Aug 04 Investment Partners, Ltd.

$319.94M reported · 167 holdings listed · SEC ↗

Q2 2026
Aug 04 Mma Asset Management Llc

$314.26M reported · 181 holdings listed · SEC ↗

Q2 2026
Aug 04 Windward Private Wealth Management Inc.

$312.55M reported · 43 holdings listed · SEC ↗

Q2 2026
Aug 04 Armor Investment Advisors, LLC

$311.69M reported · 155 holdings listed · SEC ↗

Q2 2026
Aug 04 SmartHarvest Portfolios, LLC

$309.29M reported · 461 holdings listed · SEC ↗

Q2 2026
Aug 04 Financial Council, LLC

$308.31M reported · 106 holdings listed · SEC ↗

Q2 2026
Aug 04 Aerodigm Wealth, LLC

$295.91M reported · 90 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 04 Investment Research Partners LLC

$295.48M reported · 278 holdings listed · SEC ↗

Q2 2026
Aug 04 Garda Capital Partners LP

$286.15M reported · 12 holdings listed · SEC ↗

Q2 2026
Aug 04 HFM Investment Advisors, LLC

$285.18M reported · 1,293 holdings listed · SEC ↗

Q2 2026
Aug 04 Flagship Private Wealth, LLC

$282.90M reported · 116 holdings listed · SEC ↗

Q2 2026
Aug 04 Juno Financial Group LLC

$282.00M reported · 73 holdings listed · SEC ↗

Q2 2026
Aug 04 Win Advisors, Inc

$280.52M reported · 75 holdings listed · SEC ↗

Q2 2026
Aug 04 Madden Advisory Services, Inc.

$278.88M reported · 110 holdings listed · SEC ↗

Q2 2026
Aug 04 Landesbank Baden-Wuerttemberg

$268.80M reported · 6 holdings listed · SEC ↗

Q2 2026
Aug 04 Mishpacha Holdings Corp

$266.27M reported · 5 holdings listed · SEC ↗

Q2 2026
Aug 04 Raelipskie Partnership

$264.84M reported · 124 holdings listed · SEC ↗

Q2 2026
Aug 04 St. Johns Investment Management Company, LLC

$264.42M reported · 201 holdings listed · SEC ↗

Q2 2026
Aug 04 Tribridge Partners Financial LLC

$255.20M reported · 82 holdings listed · SEC ↗

Q2 2026
Aug 04 Essex Woodlands Management, Inc.

$254.23M reported · 5 holdings listed · SEC ↗

Q2 2026
Aug 04 Steinberganna Wealth Management

$245.99M reported · 139 holdings listed · SEC ↗

Q2 2026
Aug 04 Enterprise Financial Services Corp

$244.92M reported · 352 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 04 Ravenstone Capital Management Inc.

$244.43M reported · 54 holdings listed · SEC ↗

Q2 2026
Aug 04 Compass Financial Group, Inc.

$236.70M reported · 51 holdings listed · SEC ↗

Q2 2026
Aug 04 Ade, Llc

$236.66M reported · 93 holdings listed · SEC ↗

Q2 2026
Aug 04 Amansa Capital Pte. Ltd.

$234.81M reported · 2 holdings listed · SEC ↗

Q2 2026
Aug 04 Blue Sky Capital Consultants Group, Inc.

$233.82M reported · 74 holdings listed · SEC ↗

Q2 2026
Aug 04 Boomfish Wealth Group, LLC

$219.53M reported · 95 holdings listed · SEC ↗

Q2 2026
Aug 04 Values First Advisors, Inc. amended

$218.96M reported · 417 holdings listed · SEC ↗

Q2 2026
Aug 04 English Capital Management Llc

$217.23M reported · 36 holdings listed · SEC ↗

Q2 2026
Aug 04 Bellevue Asset Management, Llc

$216.74M reported · 578 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Aug 04 Horizon Bancorp Inc /In/

$213.35M reported · 197 holdings listed · SEC ↗

Q2 2026
Aug 04 Cape Ann Savings Bank

$212.37M reported · 113 holdings listed · SEC ↗

Q2 2026
Aug 04 Park Avenue Institutional Advisers LLC

$198.70M reported · 2 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 04 Jackson Hill Advisors, Llc

$197.35M reported · 13 holdings listed · SEC ↗

Q2 2026
Aug 04 Viewpoint Capital Management LLC

$196.31M reported · 120 holdings listed · SEC ↗

Q2 2026
Aug 04 LeClair Wealth Partners LLC

$193.03M reported · 132 holdings listed · SEC ↗

Q2 2026
Aug 04 Bauman Advisory Group, LLC

$188.88M reported · 81 holdings listed · SEC ↗

Q2 2026
Aug 04 Innealta Capital, Llc

$187.39M reported · 91 holdings listed · SEC ↗

Q2 2026
Aug 04 Farrow Financial, Inc.

$187.32M reported · 55 holdings listed · SEC ↗

Q2 2026
Aug 04 Commerce Advisors, LLC

$184.06M reported · 128 holdings listed · SEC ↗

Q2 2026
Aug 04 Kestrel Investment Management Corp

$183.68M reported · 40 holdings listed · SEC ↗

Q2 2026
Aug 04 Medicxi Ventures Management (Jersey) Ltd

$177.42M reported · 3 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Aug 04 IvyRock Asset Management (HK) Ltd

$176.91M reported · 25 holdings listed · SEC ↗

Q2 2026
Aug 04 Jacksonville Wealth Management, LLC

$176.79M reported · 76 holdings listed · SEC ↗

Q2 2026
Aug 04 Shade Tree Advisors LLC

$171.71M reported · 29 holdings listed · SEC ↗

Q2 2026
← Previous Page 66 / 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