★
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
8,56813F-HR reports
$60.40TΣ reported value
4.03MHoldings listedall filers · Q2 2025
266Amendments
1,839Notice filings
Jul 01First filed
Oct 30Latest 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
ETOR eToro Group Ltd. +15 +15 17
B Barrick Mining… +15 +15 18
RKLB Rocket Lab USA, Inc. +14 +14 17
CHYM Chime Financial… +14 +14 17
CAI Caris Life… +13 +13 16
CIB Grupo Cibest S.A. +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
MZTI The Marzetti Company -5 −5 13
DD DuPont de Nemours… -5 −5 21
IBP Installed Building… -5 −5 12
IIIV i3 Verticals, Inc. -5 −5 9
DECK Deckers Outdoor… -5 −5 17

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
East Coast Asset Management, LLC. restatement Aug 14 Oct 30 $301.41M → $510.51M (+69.4%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $129.87B → $130.01B (+0.1%) SEC ↗
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 ↗

“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 7,301–7,400 of 9,941 managers that reported this season
One row per manager: these managers filed 10,673 separate documents; advisers may file one 13F per sub-portfolio. A further 262 superseded versions are excluded. Totals combine only live documents.

Jul 28 Harbour Investments, Inc.

$3.95B reported · 3,607 holdings listed · SEC ↗

Q2 2025
Jul 28 Moran Wealth Management, LLC

$3.24B reported · 660 holdings listed · SEC ↗

Q2 2025
Jul 28 Performance Wealth Partners, LLC

$3.13B reported · 188 holdings listed · SEC ↗

Q2 2025
Jul 28 Davidson Investment Advisors

$2.22B reported · 121 holdings listed · SEC ↗

Q2 2025
Jul 28 Alta Capital Management Llc/

$1.76B reported · 94 holdings listed · SEC ↗

Q2 2025
Jul 28 Courier Capital Llc

$1.65B reported · 386 holdings listed · SEC ↗

Q2 2025
Jul 28 Patten & Patten Inc/Tn

$1.55B reported · 323 holdings listed · SEC ↗

Q2 2025
Jul 28 WealthPlan Investment Management, LLC

$1.37B reported · 405 holdings listed · SEC ↗

Q2 2025
Jul 28 Cornerstone Wealth Group, LLC

$1.33B reported · 331 holdings listed · SEC ↗

Q2 2025
Jul 28 Callahan Advisors, LLC

$1.11B reported · 173 holdings listed · SEC ↗

Q2 2025
Jul 28 Dock Street Asset Management Inc

$1.06B reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 28 Nadler Financial Group, Inc.

$976.68M reported · 132 holdings listed · SEC ↗

Q2 2025
Jul 28 Harbour Trust & Investment Management Co

$902.74M reported · 292 holdings listed · SEC ↗

Q2 2025
Jul 28 Cutler Investment Counsel Llc

$898.69M reported · 138 holdings listed · SEC ↗

Q2 2025
Jul 28 Jag Capital Management, Llc

$894.10M reported · 149 holdings listed · SEC ↗

Q2 2025
Jul 28 Curated Wealth Partners LLC

$852.75M reported · 278 holdings listed · 11 other managers included · SEC ↗

Q2 2025
Jul 28 Turtle Creek Wealth Advisors, LLC

$847.49M reported · 269 holdings listed · SEC ↗

Q2 2025
Jul 28 JGP Wealth Management, LLC

$825.24M reported · 201 holdings listed · SEC ↗

Q2 2025
Jul 28 Naviter Wealth, LLC

$812.06M reported · 273 holdings listed · SEC ↗

Q2 2025
Jul 28 Revolve Wealth Partners, LLC

$769.55M reported · 228 holdings listed · SEC ↗

Q2 2025
Jul 28 Private Wealth Asset Management, LLC

$753.55M reported · 1,086 holdings listed · SEC ↗

Q2 2025
Jul 28 Pandi, LLC

$747.23M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 28 Toews Corp /Adv

$687.07M reported · 15 holdings listed · SEC ↗

Q2 2025
Jul 28 Nexus Investment Management ULC

$669.17M reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 28 WealthPLAN Partners, LLC

$647.86M reported · 303 holdings listed · SEC ↗

Q2 2025
Jul 28 Arlington Financial Advisors, LLC

$610.84M reported · 85 holdings listed · SEC ↗

Q2 2025
Jul 28 Acorn Financial Advisory Services Inc /Adv

$609.91M reported · 199 holdings listed · SEC ↗

Q2 2025
Jul 28 Hamilton Point Investment Advisors, LLC

$607.54M reported · 161 holdings listed · SEC ↗

Q2 2025
Jul 28 IFG Advisors, LLC

$595.27M reported · 161 holdings listed · SEC ↗

Q2 2025
Jul 28 Capital Management Corp /Va

$587.11M reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 28 Cypress Wealth Services, LLC

$558.61M reported · 318 holdings listed · SEC ↗

Q2 2025
Jul 28 Duncker Streett & Co Inc

$547.99M reported · 512 holdings listed · SEC ↗

Q2 2025
Jul 28 Mitchell Mcleod Pugh & Williams Inc

$536.76M reported · 325 holdings listed · SEC ↗

Q2 2025
Jul 28 IFC Advisors LLC

$534.60M reported · 169 holdings listed · SEC ↗

Q2 2025
Jul 28 Tlwm

$526.35M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 28 Essex LLC

$508.31M reported · 176 holdings listed · SEC ↗

Q2 2025
Jul 28 Virtus Wealth Solutions LLC

$485.06M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 28 Dash Acquisitions Inc.

$471.93M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 28 Liberty Mutual Group Asset Management Inc.

$460.63M reported · 20 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 28 Pettinga Financial Advisors LLC

$456.29M reported · 133 holdings listed · SEC ↗

Q2 2025
Jul 28 Rosenberg Matthew Hamilton

$429.99M reported · 833 holdings listed · SEC ↗

Q2 2025
Jul 28 Naria Inc.

$423.60M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 28 Wilson Asset Management (International) Pty Ltd

$406.68M reported · 32 holdings listed · SEC ↗

Q2 2025
Jul 28 Founders Grove Wealth Partners, Llc

$398.52M reported · 129 holdings listed · SEC ↗

Q2 2025
Jul 28 Aries Wealth Management

$382.68M reported · 217 holdings listed · SEC ↗

Q2 2025
Jul 28 Windmill Hill Asset Management Ltd

$363.07M reported · 26 holdings listed · SEC ↗

Q2 2025
Jul 28 Clayton, Dubilier & Rice, LLC

$357.29M reported · 2 holdings listed · SEC ↗

Q2 2025
Jul 28 Hudson Capital Management LLC

$352.53M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 28 Wendel SE

$350.14M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 28 Uptick Partners, Llc

$349.34M reported · 275 holdings listed · SEC ↗

Q2 2025
Jul 28 Broad Peak Investment Advisers Pte Ltd

$320.81M reported · 13 holdings listed · SEC ↗

Q2 2025
Jul 28 ForthRight Wealth Management, LLC

$320.69M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 28 WJ Wealth Management, LLC

$316.79M reported · 99 holdings listed · SEC ↗

Q2 2025
Jul 28 Compass Advisory Group LLC

$316.02M reported · 75 holdings listed · SEC ↗

Q2 2025
Jul 28 Evernest Financial Advisors, LLC

$309.04M reported · 171 holdings listed · SEC ↗

Q2 2025
Jul 28 Chesapeake Wealth Management

$299.84M reported · 259 holdings listed · SEC ↗

Q2 2025
Jul 28 Sterling Financial Planning, Inc.

$299.34M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 28 CGC Financial Services, LLC

$296.11M reported · 331 holdings listed · SEC ↗

Q2 2025
Jul 28 Baker Boyer National Bank

$289.96M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 28 DORVAL Corp

$279.54M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 28 Omnia Family Wealth, LLC

$276.03M reported · 102 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 28 Lunt Capital Management, Inc.

$261.24M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 28 Elmwood Wealth Management, Inc.

$252.28M reported · 132 holdings listed · SEC ↗

Q2 2025
Jul 28 Morris Financial Concepts, Inc.

$251.91M reported · 197 holdings listed · SEC ↗

Q2 2025
Jul 28 Keeler & Nadler Financial Planning & Wealth…

$249.90M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 28 Wealthspan Partners, Llc

$241.93M reported · 120 holdings listed · SEC ↗

Q2 2025
Jul 28 Verisail Partners, LLC

$235.53M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 28 Triton Wealth Management, PLLC

$234.39M reported · 107 holdings listed · SEC ↗

Q2 2025
Jul 28 Bayforest Capital Ltd

$228.87M reported · 713 holdings listed · SEC ↗

Q2 2025
Jul 28 Davidson Trust Co

$216.67M reported · 240 holdings listed · SEC ↗

Q2 2025
Jul 28 Melia Wealth LLC

$208.79M reported · 21 holdings listed · SEC ↗

Q2 2025
Jul 28 Aerodigm Wealth, LLC

$208.27M reported · 78 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 28 5th Street Advisors, LLC

$201.39M reported · 38 holdings listed · SEC ↗

Q2 2025
Jul 28 RCS Financial Planning, LLC

$201.08M reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 28 Dixon Fnancial Services, Inc.

$198.02M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 28 Galilei Investment Office LLP

$196.66M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 28 Nvest Financial, LLC

$192.01M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 28 Prairie Sky Financial Group LLC

$181.84M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 28 Brown Financial Advisory

$181.21M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 28 Kiker Wealth Management, LLC

$177.42M reported · 632 holdings listed · SEC ↗

Q2 2025
Jul 28 Disciplined Equity Management, Inc.

$170.34M reported · 64 holdings listed · SEC ↗

Q2 2025
Jul 28 Innova Wealth Partners

$170.16M reported · 107 holdings listed · SEC ↗

Q2 2025
Jul 28 Rainwater Charitable Foundation

$169.32M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 28 Tower Wealth Partners, Inc.

$169.18M reported · 86 holdings listed · SEC ↗

Q2 2025
Jul 28 Granite Group Advisors, LLC

$166.14M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 28 SFG Wealth Management, LLC.

$165.49M reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 28 Stegner Investment Associates Inc.

$163.21M reported · 26 holdings listed · SEC ↗

Q2 2025
Jul 28 Mission Hills Financial Advisory, LLC

$161.12M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 28 Heritage Wealth Management, Inc. /CA/

$149.93M reported · 86 holdings listed · SEC ↗

Q2 2025
Jul 28 Diversified Investment Strategies, LLC

$147.87M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 28 Pb Investment Partners, L.P.

$147.05M reported · 8 holdings listed · SEC ↗

Q2 2025
Jul 28 Eq Wealth Advisors, Llc

$146.75M reported · 253 holdings listed · SEC ↗

Q2 2025
Jul 28 Frazier Financial Advisors, LLC

$141.73M reported · 610 holdings listed · SEC ↗

Q2 2025
Jul 28 Sage Advisors, Llc

$140.09M reported · 36 holdings listed · SEC ↗

Q2 2025
Jul 28 RMR Capital Management, LLC

$139.89M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 28 Sagace Wealth Management LLC

$133.79M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 28 Elefante Mark B

$133.13M reported · 224 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 28 Penbrook Management LLC amended

$132.99M reported · 102 holdings listed · SEC ↗

Q2 2025
Jul 28 Rik Saylor Financial, Inc.

$129.87M reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 28 Strategent Financial, LLC

$128.16M reported · 35 holdings listed · SEC ↗

Q2 2025
← Previous Page 74 / 100 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