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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 7,301–7,400 of 10,949 individual filing documents

May 01 Elwood & Goetz Wealth Advisory Group, LLC

13F-HR · $589.14M reported · 138 holdings listed · SEC ↗

Q1 2026
May 01 Blume Capital Management, Inc.

13F-HR · $588.10M reported · 337 holdings listed · SEC ↗

Q1 2026
May 01 Martel Wealth Advisors LLC

13F-HR · $587.48M reported · 73 holdings listed · SEC ↗

Q1 2026
May 01 Oakwell Private Wealth Management, LLC

13F-HR · $560.20M reported · 79 holdings listed · SEC ↗

Q1 2026
May 01 Arq Wealth Advisors, Llc

13F-HR · $554.79M reported · 191 holdings listed · SEC ↗

Q1 2026
May 01 Legacy Financial Strategies, LLC

13F-HR · $554.17M reported · 140 holdings listed · SEC ↗

Q1 2026
May 01 Lincoln Capital LLC

13F-HR · $527.78M reported · 135 holdings listed · SEC ↗

Q1 2026
May 01 Jmac Enterprises Llc

13F-HR · $522.10M reported · 117 holdings listed · SEC ↗

Q1 2026
May 01 Spectrum Financial Alliance Ltd LLC

13F-HR · $520.31M reported · 32 holdings listed · SEC ↗

Q1 2026
May 01 Granite Bay Wealth Management, LLC

13F-HR · $469.93M reported · 94 holdings listed · SEC ↗

Q1 2026
May 01 Kraft, Davis & Associates, LLC

13F-HR · $469.33M reported · 151 holdings listed · SEC ↗

Q1 2026
May 01 Liquid Strategies, LLC

13F-HR · $465.48M reported · 9 holdings listed · SEC ↗

Q1 2026
May 01 Capital City Trust Co/Fl

13F-HR · $437.44M reported · 194 holdings listed · SEC ↗

Q1 2026
May 01 J. Derek Lewis & Associates Inc.

13F-HR · $426.51M reported · 206 holdings listed · SEC ↗

Q1 2026
May 01 MilWealth Group LLC

13F-HR · $420.12M reported · 81 holdings listed · SEC ↗

Q1 2026
May 01 Strategic Investment Solutions, Inc. /IL

13F-HR · $414.02M reported · 8,494 holdings listed · SEC ↗

Q1 2026
May 01 Droms Strauss Advisors Inc /Mo/ /Adv

13F-HR · $382.56M reported · 77 holdings listed · SEC ↗

Q1 2026
May 01 Luminvest Wealth Management LLC

13F-HR · $382.47M reported · 55 holdings listed · SEC ↗

Q1 2026
May 01 Northcape Wealth Management, Llc

13F-HR · $366.84M reported · 141 holdings listed · SEC ↗

Q1 2026
May 01 CV Advisors LLC

13F-HR · $366.47M reported · 46 holdings listed · SEC ↗

Q1 2026
May 01 Seaside Wealth Management, Inc.

13F-HR · $355.55M reported · 65 holdings listed · SEC ↗

Q1 2026
May 01 Supplemental Annuity Collective Trust of NJ

13F-HR · $354.85M reported · 297 holdings listed · SEC ↗

Q1 2026
May 01 Financial Advisory Partners, Llc

13F-HR · $353.64M reported · 66 holdings listed · SEC ↗

Q1 2026
May 01 Spider Management Company, LLC

13F-HR · $350.57M reported · 5 holdings listed · SEC ↗

Q1 2026
May 01 Global Assets Advisory, LLC

13F-HR · $349.38M reported · 506 holdings listed · SEC ↗

Q1 2026
May 01 Osprey Private Wealth LLC

13F-HR · $345.35M reported · 77 holdings listed · SEC ↗

Q1 2026
May 01 Darwin Wealth Management, LLC

13F-HR · $321.02M reported · 604 holdings listed · SEC ↗

Q1 2026
May 01 TSA Wealth Managment LLC

13F-HR · $309.45M reported · 105 holdings listed · SEC ↗

Q1 2026
May 01 Castle Wealth Management Llc

13F-HR · $308.55M reported · 132 holdings listed · SEC ↗

Q1 2026
May 01 General Electric Co

13F-HR · $308.24M reported · 2 holdings listed · SEC ↗

Q1 2026
May 01 Slagle Financial, LLC

13F-HR · $302.71M reported · 121 holdings listed · SEC ↗

Q1 2026
May 01 United Bank

13F-HR · $300.64M reported · 124 holdings listed · SEC ↗

Q1 2026
May 01 New Republic Capital, LLC

13F-HR · $296.69M reported · 312 holdings listed · SEC ↗

Q1 2026
May 01 Triton Wealth Management, PLLC

13F-HR · $269.54M reported · 124 holdings listed · SEC ↗

Q1 2026
May 01 HFM Investment Advisors, LLC

13F-HR · $260.05M reported · 1,210 holdings listed · SEC ↗

Q1 2026
May 01 Miller Wealth Advisors, Llc

13F-HR · $259.73M reported · 117 holdings listed · SEC ↗

Q1 2026
May 01 Glass Wealth Management Co LLC

13F-HR · $258.10M reported · 67 holdings listed · SEC ↗

Q1 2026
May 01 Lodestone Wealth Management LLC

13F-HR/A · $252.33M reported · 832 holdings listed · 2 other managers included · SEC ↗

Q1 2026
May 01 Lodestone Wealth Management LLC

13F-HR · $252.33M reported · 832 holdings listed · SEC ↗

Q1 2026
May 01 Seneca House Advisors

13F-HR · $251.70M reported · 96 holdings listed · SEC ↗

Q1 2026
May 01 Rakuten Securities, Inc.

13F-HR · $240.75M reported · 879 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 01 Kaizen Financial Strategies

13F-HR · $236.46M reported · 174 holdings listed · SEC ↗

Q1 2026
May 01 Gables Capital Management Inc.

13F-HR · $236.00M reported · 472 holdings listed · SEC ↗

Q1 2026
May 01 Banyan Capital Management, Inc.

13F-HR · $232.06M reported · 55 holdings listed · SEC ↗

Q1 2026
May 01 Strategic Financial Partners, Ltd.

13F-HR · $231.50M reported · 81 holdings listed · SEC ↗

Q1 2026
May 01 Compass Financial Services Inc

13F-HR · $230.87M reported · 56 holdings listed · SEC ↗

Q1 2026
May 01 Quantum Portfolio Management LLC

13F-HR/A · $229.58M reported · 254 holdings listed · SEC ↗

Q1 2026
May 01 Steadview Capital Management LLC

13F-HR · $226.62M reported · 12 holdings listed · SEC ↗

Q1 2026
May 01 MOKAN Wealth Management Inc.

13F-HR · $225.93M reported · 109 holdings listed · SEC ↗

Q1 2026
May 01 IDG China Venture Capital Fund IV Associates L.P.

13F-HR · $219.23M reported · 4 holdings listed · SEC ↗

Q1 2026
May 01 Win Advisors, Inc

13F-HR · $218.63M reported · 78 holdings listed · SEC ↗

Q1 2026
May 01 Vestment Financial LLC

13F-HR · $212.33M reported · 42 holdings listed · SEC ↗

Q1 2026
May 01 Avid Wealth Partners LLC

13F-HR · $211.57M reported · 71 holdings listed · SEC ↗

Q1 2026
May 01 Signature Resources Capital Management, LLC

13F-HR · $211.05M reported · 664 holdings listed · SEC ↗

Q1 2026
May 01 CMG Global Holdings, LLC

13F-HR · $209.92M reported · 96 holdings listed · SEC ↗

Q1 2026
May 01 Summit Place Financial Advisors, LLC

13F-HR · $208.24M reported · 106 holdings listed · SEC ↗

Q1 2026
May 01 Sage Private Wealth Group, Llc

13F-HR · $198.69M reported · 97 holdings listed · SEC ↗

Q1 2026
May 01 Castleview Partners, LLC

13F-HR · $195.08M reported · 200 holdings listed · SEC ↗

Q1 2026
May 01 Wingate Wealth Advisors, Inc.

13F-HR · $187.13M reported · 121 holdings listed · SEC ↗

Q1 2026
May 01 Financial Alternatives, Inc

13F-HR · $185.50M reported · 79 holdings listed · SEC ↗

Q1 2026
May 01 Sachetta, LLC

13F-HR · $184.42M reported · 1,274 holdings listed · SEC ↗

Q1 2026
May 01 Cosner Financial Group, LLC

13F-HR · $182.06M reported · 34 holdings listed · SEC ↗

Q1 2026
May 01 AF Advisors, Inc.

13F-HR · $180.85M reported · 26 holdings listed · SEC ↗

Q1 2026
May 01 Arlington Capital Management, Inc.

13F-HR · $177.29M reported · 111 holdings listed · SEC ↗

Q1 2026
May 01 Farrow Financial, Inc.

13F-HR · $176.08M reported · 53 holdings listed · SEC ↗

Q1 2026
May 01 Guardian Wealth Advisors, LLC

13F-HR · $173.92M reported · 64 holdings listed · SEC ↗

Q1 2026
May 01 Capital Today Evergreen Fund, L.P.

13F-HR · $173.01M reported · 3 holdings listed · SEC ↗

Q1 2026
May 01 Washburn Capital Management, Inc.

13F-HR · $172.14M reported · 56 holdings listed · SEC ↗

Q1 2026
May 01 Eq Wealth Advisors, Llc

13F-HR · $171.05M reported · 54 holdings listed · SEC ↗

Q1 2026
May 01 TLW Wealth Management, LLC

13F-HR · $170.74M reported · 16 holdings listed · SEC ↗

Q1 2026
May 01 Mountain Hill Investment Partners Corp.

13F-HR · $168.99M reported · 205 holdings listed · SEC ↗

Q1 2026
May 01 Savoir Faire Capital Management, L.P.

13F-HR · $165.61M reported · 44 holdings listed · SEC ↗

Q1 2026
May 01 Climber Capital SA

13F-HR · $152.95M reported · 70 holdings listed · SEC ↗

Q1 2026
May 01 Brightwater Advisory LLC

13F-HR · $151.19M reported · 60 holdings listed · SEC ↗

Q1 2026
May 01 Lakeside Advisors, INC.

13F-HR · $149.84M reported · 65 holdings listed · SEC ↗

Q1 2026
May 01 S. R. Schill & Associates

13F-HR · $148.03M reported · 29 holdings listed · SEC ↗

Q1 2026
May 01 46 Peaks LLC

13F-HR · $137.33M reported · 21 holdings listed · SEC ↗

Q1 2026
May 01 University of Pittsburgh - Of the Commonwealth…

13F-HR · $134.89M reported · 1 holdings listed · SEC ↗

Q1 2026
May 01 Capital Squared Financial LLC

13F-HR · $130.96M reported · 85 holdings listed · SEC ↗

Q1 2026
May 01 Persium Advisors, LLC

13F-HR · $127.03M reported · 60 holdings listed · SEC ↗

Q1 2026
May 01 IDG China Venture Capital Fund V Associates L.P.

13F-HR · $125.69M reported · 1 holdings listed · SEC ↗

Q1 2026
May 01 Mueller Wealth, LLC

13F-HR · $125.39M reported · 17 holdings listed · SEC ↗

Q1 2026
May 01 Atlas Venture Advisors, Inc.

13F-HR · $121.61M reported · 3 holdings listed · 3 other managers included · SEC ↗

Q1 2026
May 01 Clientfirst Wealth Management, LLC

13F-HR · $118.49M reported · 50 holdings listed · SEC ↗

Q1 2026
May 01 Ativo Capital Management LLC

13F-HR · $114.95M reported · 55 holdings listed · SEC ↗

Q1 2026
May 01 Mh & Associates Securities Management Corp /Adv

13F-HR · $114.60M reported · 98 holdings listed · SEC ↗

Q1 2026
May 01 IDG China Capital Fund GP III Associates Ltd.

13F-HR · $113.18M reported · 2 holdings listed · SEC ↗

Q1 2026
May 01 Heronetta Management, L.P.

13F-HR · $109.57M reported · 16 holdings listed · SEC ↗

Q1 2026
May 01 Kassira Wealth Management LLC

13F-HR · $108.87M reported · 59 holdings listed · SEC ↗

Q1 2026
May 01 Wildcat Capital Management, LLC

13F-HR · $106.18M reported · 2 holdings listed · SEC ↗

Q1 2026
May 01 Monetary Solutions, Ltd

13F-HR · $103.47M reported · 318 holdings listed · SEC ↗

Q1 2026
May 01 Brown University

13F-HR · $101.85M reported · 11 holdings listed · SEC ↗

Q1 2026
May 01 Smart Portfolios, LLC

13F-HR · $100.29M reported · 99 holdings listed · SEC ↗

Q1 2026
May 01 Account Management Llc

13F-HR · $91.26M reported · 23 holdings listed · SEC ↗

Q1 2026
May 01 Riverview Trust Co

13F-HR · $81.20M reported · 220 holdings listed · SEC ↗

Q1 2026
May 01 Financial Counselors Inc

13F-HR · $70.86M reported · 12 holdings listed · SEC ↗

Q1 2026
May 01 Mowery & Schoenfeld Wealth Management, LLC

13F-HR · $65.45M reported · 357 holdings listed · SEC ↗

Q1 2026
May 01 Thrivent Financial For Lutherans

13F-HR · $52.48M reported · 4,385 holdings listed · 4 other managers included · SEC ↗

Q1 2026
May 01 Praxis Capital Management LLC

13F-HR · $42.81M reported · 39 holdings listed · SEC ↗

Q1 2026
May 01 Altium Capital Management LLC

13F-HR · $42.02M reported · 19 holdings listed · SEC ↗

Q1 2026
← Previous Page 74 / 110 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