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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
264Amendments
1,837Notice filings
Jul 01First filed
Oct 07Latest 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
B Barrick Mining… +15 +15 18
ETOR eToro Group Ltd. +15 +15 17
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CIB Grupo Cibest S.A. +13 +13 16
CAI Caris Life… +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
ALKT Alkami Technology… -6 −6 11
JD JD.com, Inc. -5 −6 17
VSTS Vestis Corporation -5 −6 14
HTHT H World Group… -5 −5 11
DECK Deckers Outdoor… -5 −5 17
DD DuPont de Nemours… -5 −5 21
IIIV i3 Verticals, Inc. -5 −5 9
MZTI The Marzetti Company -5 −5 13

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
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 ↗
Torno Capital, Llc new holdings Aug 14 Aug 14 $547.33M → $949.67M (+73.5%) SEC ↗
Jump Financial, LLC new holdings Aug 13 Aug 13 $9.08B → $14.91M (-99.8%) 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 601–700 of 10,669 individual filing documents

Aug 15 Security National Bank Of So Dak

13F-HR · $183.52M reported · 169 holdings listed · SEC ↗

Q2 2025
Aug 15 WealthCollab, LLC

13F-HR · $178.94M reported · 1,029 holdings listed · SEC ↗

Q2 2025
Aug 15 Fairfield, Bush & Co.

13F-HR · $176.91M reported · 110 holdings listed · SEC ↗

Q2 2025
Aug 15 JCP Investment Management, LLC

13F-HR · $173.27M reported · 20 holdings listed · SEC ↗

Q2 2025
Aug 15 Lantern Wealth Advisors, LLC

13F-HR · $167.96M reported · 148 holdings listed · SEC ↗

Q2 2025
Aug 15 AlpenGlobal Capital LLC

13F-HR · $167.07M reported · 32 holdings listed · SEC ↗

Q2 2025
Aug 15 Fidelity D & D Bancorp Inc

13F-HR · $163.19M reported · 169 holdings listed · SEC ↗

Q2 2025
Aug 15 North Ridge Wealth Advisors, Inc.

13F-HR · $162.81M reported · 176 holdings listed · SEC ↗

Q2 2025
Aug 15 Grafton Street Partners Fund, LP

13F-HR · $158.38M reported · 12 holdings listed · SEC ↗

Q2 2025
Aug 15 Binnacle Investments Inc

13F-HR · $153.70M reported · 772 holdings listed · SEC ↗

Q2 2025
Aug 15 Oracle Investment Management Inc

13F-HR · $145.81M reported · 14 holdings listed · SEC ↗

Q2 2025
Aug 15 Security National Bank Of Sioux City Iowa /Ia/

13F-HR · $142.45M reported · 143 holdings listed · SEC ↗

Q2 2025
Aug 15 Audent Global Asset Management, LLC

13F-HR · $140.13M reported · 52 holdings listed · SEC ↗

Q2 2025
Aug 15 Monimus Capital Management, Lp

13F-HR · $137.60M reported · 54 holdings listed · SEC ↗

Q2 2025
Aug 15 Puff Wealth Management, Llc

13F-HR · $137.31M reported · 125 holdings listed · SEC ↗

Q2 2025
Aug 15 Synergy Financial Group, LTD

13F-HR · $135.83M reported · 113 holdings listed · SEC ↗

Q2 2025
Aug 15 WFA of San Diego, LLC

13F-HR · $135.83M reported · 427 holdings listed · SEC ↗

Q2 2025
Aug 15 Exome Asset Management LLC

13F-HR/A · $134.50M reported · 63 holdings listed · SEC ↗

Q2 2025
Aug 15 Sugar Maple Asset Management, LLC

13F-HR · $128.27M reported · 76 holdings listed · SEC ↗

Q2 2025
Aug 15 U S Wealth Group, Llc.

13F-HR · $128.27M reported · 41 holdings listed · SEC ↗

Q2 2025
Aug 15 TAM Capital Management Inc.

13F-HR · $127.04M reported · 5 holdings listed · SEC ↗

Q2 2025
Aug 15 Cooksen Wealth, LLC

13F-HR · $124.45M reported · 90 holdings listed · SEC ↗

Q2 2025
Aug 15 Chapman Financial Group, Llc

13F-HR · $117.85M reported · 216 holdings listed · SEC ↗

Q2 2025
Aug 15 Cornerstone Financial Group, LLC /NE/

13F-HR · $117.60M reported · 67 holdings listed · SEC ↗

Q2 2025
Aug 15 Orcam Financial Group

13F-HR · $115.12M reported · 51 holdings listed · SEC ↗

Q2 2025
Aug 15 Ramsey Quantitative Systems

13F-HR/A · $100.70M reported · 9 holdings listed · SEC ↗

Q2 2025
Aug 15 Raffles Associates Lp

13F-HR · $96.00M reported · 48 holdings listed · SEC ↗

Q2 2025
Aug 15 MUFG Securities EMEA plc

13F-HR/A · $79.28M reported · 441 holdings listed · SEC ↗

Q2 2025
Aug 15 Varde Management, L.P.

13F-HR · $75.45M reported · 4 holdings listed · SEC ↗

Q2 2025
Aug 15 Column Group LLC

13F-HR · $65.72M reported · 5 holdings listed · SEC ↗

Q2 2025
Aug 15 CANADA LIFE ASSURANCE Co

13F-HR · $63.09M reported · 2,537 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Aug 15 Firsthand Capital Management, Inc.

13F-HR · $55.56M reported · 49 holdings listed · SEC ↗

Q2 2025
Aug 15 Mayar Capital Ltd.

13F-HR · $54.42M reported · 12 holdings listed · SEC ↗

Q2 2025
Aug 15 Lasry Marc

13F-HR · $17.88M reported · 8 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Aug 15 Caz Investments Lp

13F-HR · $17.65M reported · 27 holdings listed · SEC ↗

Q2 2025
Aug 15 ROSS\JOHNSON & Associates LLC

13F-HR · $4.86M reported · 258 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 15 Duquesne Family Office

13F-HR · $4.07M reported · 69 holdings listed · largest holding: NTRA · analysis · SEC ↗

Q2 2025
Aug 15 Triple Frond Partners LLC

13F-HR/A · $884,602 reported · 10 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 15 Resources Management Corp /Ct/ /Adv

13F-HR · $736,434 reported · 421 holdings listed · SEC ↗

Q2 2025
Aug 15 SkyView Investment Advisors, LLC

13F-HR · $697,859 reported · 341 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 15 SkyView Investment Advisors, LLC

13F-HR · $665,106 reported · 330 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Aug 15 Front Street Capital Management, Inc.

13F-HR · $521,944 reported · 70 holdings listed · SEC ↗

Q2 2025
Aug 15 Hayek Kallen Investment Management

13F-HR · $294,045 reported · 94 holdings listed · SEC ↗

Q2 2025
Aug 15 Krensavage Asset Management, LLC

13F-HR · $188,935 reported · 15 holdings listed · SEC ↗

Q2 2025
Aug 15 Empirical Capital Management, LLC

13F-HR · $161,535 reported · 14 holdings listed · SEC ↗

Q2 2025
Aug 15 Courage Capital Management Llc

13F-HR · $67,804 reported · 13 holdings listed · SEC ↗

Q2 2025
Aug 15 Clear Sky Carbon Solutions Investment Management…

13F-HR · value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2025
Aug 15 Rockefeller Trust Company, N.A.

13F-NT/A · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Keyridge Asset Management Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Tower Research Capital Investments LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Avenue Capital Management II, L.P.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 ION Tech Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 American Family Investments Holdings, Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Harvest Global Investments Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Goldman Sachs Trust Company, N.A.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Rockefeller Financial Llc

13F-NT/A · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Equitable Investment Management, LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Equitable Advisors, Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Brookfield Renewable Energy Group LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Setanta Asset Management Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Brookfield Asset Management Private Institutional…

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 TCW INVESTMENT MANAGEMENT Co LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 TPWM Services, Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 American Family Mutual Insurance Company, S.I.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 American Family Insurance Mutual Holding Co

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 AmFam Holdings, Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Altair Advisers LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 BAM Credit & Insurance Solutions Advisor LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Avenue Capital Management II GenPar, LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Brookfield Asset Management Private Institutional…

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Brookfield Public Securities Group LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Brookfield Asset Management Private Institutional…

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Brookfield Asset Management Private Institutional…

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Canada Life Asset Management Ltd

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 CREATIVE PLANNING TRUST Co LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Equitable Investment Management Group, LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Goldman Sachs Bank Europe SE

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Garrison Property & Casualty Insurance Co

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Goldman Sachs Wealth Services, L.P.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Goldman Sachs International

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Goldman Sachs Bank Ag

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Goldman Sachs Asset Management, L.P.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Goldman Sachs & Co. Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Ion Value Management Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Lebenthal Diversified Asset Management Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Latour Trading LLC (Latour)

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Metropolitan West Asset Management, LLC

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 National Bank Of Canada Financial Inc.

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Tcw Asset Management Co Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Tower Principal Markets Llc

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 USAA General Indemnity Co

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 USAA Casualty Insurance Co

13F-NT · value not stated on cover page · SEC ↗

Q2 2025
Aug 15 Rockefeller Trust Co (Delaware)

13F-NT/A · value not stated on cover page · SEC ↗

Q2 2025
Aug 14 State Street Global Advisors

13F-HR · $2.67T reported · 4,260 holdings listed · 11 other managers included · largest holding: NVDA · analysis · SEC ↗

Q2 2025
Aug 14 Fidelity (FMR)

13F-HR · $1.77T reported · 13,187 holdings listed · 11 other managers included · largest holding: NVDA · analysis · SEC ↗

Q2 2025
Aug 14 Morgan Stanley

13F-HR · $1.54T reported · 44,865 holdings listed · 24 other managers included · analysis · SEC ↗

Q2 2025
Aug 14 Bank Of America Corp /De/

13F-HR · $1.37T reported · 28,404 holdings listed · 8 other managers included · analysis · SEC ↗

Q2 2025
Aug 14 Goldman Sachs Group

13F-HR · $736.09B reported · 13,021 holdings listed · 7 other managers included · analysis · SEC ↗

Q2 2025
Aug 14 Susquehanna International Group, Llp

13F-HR · $719.81B reported · 14,120 holdings listed · 4 other managers included · analysis · SEC ↗

Q2 2025
Aug 14 UBS Group AG

13F-HR · $577.63B reported · 22,017 holdings listed · 12 other managers included · analysis · SEC ↗

Q2 2025
← Previous Page 7 / 107 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