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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
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
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
DD DuPont de Nemours… -5 −5 21
IBP Installed Building… -5 −5 12
IIIV i3 Verticals, Inc. -5 −5 9
MZTI The Marzetti Company -5 −5 13
HAIN -5 −5 12

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 7,401–7,500 of 10,673 individual filing documents

Jul 30 First Interstate Bank

13F-HR · $1.70B reported · 307 holdings listed · SEC ↗

Q2 2025
Jul 30 Rehmann Capital Advisory Group

13F-HR · $1.65B reported · 611 holdings listed · SEC ↗

Q2 2025
Jul 30 Principle Wealth Partners LLC

13F-HR · $1.60B reported · 358 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 30 Parcion Private Wealth LLC

13F-HR · $1.40B reported · 415 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 30 Phillips Financial Management, Llc

13F-HR · $1.38B reported · 279 holdings listed · SEC ↗

Q2 2025
Jul 30 CORDA Investment Management, LLC.

13F-HR · $1.36B reported · 78 holdings listed · SEC ↗

Q2 2025
Jul 30 Schaper Benz & Wise Investment Counsel Inc/Wi

13F-HR · $1.30B reported · 153 holdings listed · SEC ↗

Q2 2025
Jul 30 Journey Advisory Group, LLC

13F-HR · $1.29B reported · 276 holdings listed · SEC ↗

Q2 2025
Jul 30 Freedom Investment Management, Inc.

13F-HR · $1.25B reported · 841 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 30 Fusion Family Wealth, LLC

13F-HR · $1.18B reported · 47 holdings listed · SEC ↗

Q2 2025
Jul 30 Wbh Advisory Inc

13F-HR · $1.17B reported · 334 holdings listed · SEC ↗

Q2 2025
Jul 30 Connors Investor Services Inc

13F-HR · $1.13B reported · 156 holdings listed · SEC ↗

Q2 2025
Jul 30 Tributary Capital Management, LLC

13F-HR · $1.13B reported · 168 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 30 Capital Investment Services of America, Inc.

13F-HR · $1.09B reported · 84 holdings listed · SEC ↗

Q2 2025
Jul 30 Townsend & Associates, Inc

13F-HR · $1.01B reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 30 Liberty One Investment Management, Llc

13F-HR · $988.50M reported · 145 holdings listed · SEC ↗

Q2 2025
Jul 30 Syntegra Private Wealth Group, LLC

13F-HR · $980.13M reported · 179 holdings listed · SEC ↗

Q2 2025
Jul 30 Denali Advisors Llc

13F-HR · $960.10M reported · 288 holdings listed · SEC ↗

Q2 2025
Jul 30 Cornerstone Advisory, LLC

13F-HR · $931.25M reported · 241 holdings listed · SEC ↗

Q2 2025
Jul 30 Dupont Capital Management Corp

13F-HR · $930.61M reported · 109 holdings listed · SEC ↗

Q2 2025
Jul 30 Caliber Wealth Management, Llc / Ks

13F-HR · $930.23M reported · 282 holdings listed · SEC ↗

Q2 2025
Jul 30 Jackson Thornton Wealth Management, Llc

13F-HR · $873.19M reported · 293 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 30 Steel Grove Capital Advisors, Llc

13F-HR · $843.87M reported · 178 holdings listed · SEC ↗

Q2 2025
Jul 30 Private Capital Advisors, Inc.

13F-HR · $820.89M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 30 Evermay Wealth Management Llc

13F-HR · $812.49M reported · 573 holdings listed · SEC ↗

Q2 2025
Jul 30 Greatmark Investment Partners, Inc.

13F-HR · $796.57M reported · 145 holdings listed · SEC ↗

Q2 2025
Jul 30 Arbor Investment Advisors, LLC

13F-HR · $780.45M reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 30 Onyx Bridge Wealth Group LLC

13F-HR · $756.28M reported · 350 holdings listed · SEC ↗

Q2 2025
Jul 30 Sloy Dahl & Holst, LLC

13F-HR · $719.88M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 30 Crewe Advisors LLC

13F-HR · $706.85M reported · 747 holdings listed · SEC ↗

Q2 2025
Jul 30 Nottingham Advisors, Inc.

13F-HR · $674.11M reported · 113 holdings listed · SEC ↗

Q2 2025
Jul 30 Black Diamond Financial, LLC

13F-HR · $643.94M reported · 144 holdings listed · SEC ↗

Q2 2025
Jul 30 Adams Natural Resources Fund, Inc.

13F-HR · $631.17M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 30 Insight Advisors, LLC/ PA

13F-HR · $623.75M reported · 289 holdings listed · SEC ↗

Q2 2025
Jul 30 St. James Investment Company, LLC

13F-HR · $619.59M reported · 31 holdings listed · SEC ↗

Q2 2025
Jul 30 White Lighthouse Investment Management Inc.

13F-HR · $614.81M reported · 138 holdings listed · SEC ↗

Q2 2025
Jul 30 KPP Advisory Services LLC

13F-HR/A · $606.20M reported · 308 holdings listed · SEC ↗

Q2 2025
Jul 30 North Point Portfolio Managers Corp/Oh

13F-HR · $582.92M reported · 72 holdings listed · SEC ↗

Q2 2025
Jul 30 Greenup Street Wealth Management Llc

13F-HR · $574.57M reported · 103 holdings listed · SEC ↗

Q2 2025
Jul 30 Schnieders Capital Management Llc

13F-HR · $569.66M reported · 224 holdings listed · SEC ↗

Q2 2025
Jul 30 Probity Advisors, Inc.

13F-HR · $569.41M reported · 230 holdings listed · SEC ↗

Q2 2025
Jul 30 Princeton Global Asset Management LLC

13F-HR · $551.02M reported · 755 holdings listed · SEC ↗

Q2 2025
Jul 30 Canvas Wealth Advisors, LLC

13F-HR · $507.10M reported · 207 holdings listed · SEC ↗

Q2 2025
Jul 30 Sentry LLC

13F-HR · $501.73M reported · 131 holdings listed · SEC ↗

Q2 2025
Jul 30 Studio Investment Management Llc

13F-HR · $498.10M reported · 173 holdings listed · SEC ↗

Q2 2025
Jul 30 SkyOak Wealth, LLC

13F-HR · $497.65M reported · 246 holdings listed · SEC ↗

Q2 2025
Jul 30 Blume Capital Management, Inc.

13F-HR · $497.04M reported · 436 holdings listed · SEC ↗

Q2 2025
Jul 30 Lafayette Investments, Inc.

13F-HR · $494.76M reported · 151 holdings listed · SEC ↗

Q2 2025
Jul 30 Generali Powszechne Towarzystwo Emerytalne

13F-HR · $484.27M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 30 Patten Group, Inc.

13F-HR · $473.40M reported · 253 holdings listed · SEC ↗

Q2 2025
Jul 30 Bcm Advisors, Llc

13F-HR · $469.59M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 30 Privium Fund Management B.V.

13F-HR · $463.50M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 30 Drive Wealth Management, Llc

13F-HR · $456.32M reported · 346 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 30 WESPAC Advisors SoCal, LLC

13F-HR · $448.16M reported · 103 holdings listed · SEC ↗

Q2 2025
Jul 30 Towneley Capital Management, Inc / DE

13F-HR · $435.94M reported · 34 holdings listed · SEC ↗

Q2 2025
Jul 30 Sanders Morris Harris Llc

13F-HR · $418.66M reported · 165 holdings listed · SEC ↗

Q2 2025
Jul 30 TRB Advisors LP

13F-HR · $417.27M reported · 11 holdings listed · SEC ↗

Q2 2025
Jul 30 Mason & Associates, LLC

13F-HR · $398.25M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 30 Berkeley Capital Partners, LLC

13F-HR · $394.32M reported · 174 holdings listed · SEC ↗

Q2 2025
Jul 30 Legacy Wealth Asset Management, LLC

13F-HR · $393.47M reported · 349 holdings listed · SEC ↗

Q2 2025
Jul 30 Warther Private Wealth, LLC

13F-HR · $384.29M reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 30 Benin Management CORP

13F-HR · $383.06M reported · 131 holdings listed · SEC ↗

Q2 2025
Jul 30 Paragon Advisors, LLC

13F-HR · $382.96M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 30 Lorne Steinberg Wealth Management Inc.

13F-HR · $382.91M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 30 TFB Advisors LLC

13F-HR · $381.76M reported · 334 holdings listed · SEC ↗

Q2 2025
Jul 30 Rothschild Capital Partners, LLC

13F-HR · $381.01M reported · 91 holdings listed · SEC ↗

Q2 2025
Jul 30 Citizens & Northern Corp

13F-HR · $373.65M reported · 118 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 30 Factor Wealth Management LTD

13F-HR · $365.27M reported · 156 holdings listed · SEC ↗

Q2 2025
Jul 30 Atlantic Edge Private Wealth Management, LLC

13F-HR · $364.72M reported · 511 holdings listed · SEC ↗

Q2 2025
Jul 30 Siena Capital Partners GP, LLC

13F-HR · $342.09M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 30 Roman Butler Fullerton & Co

13F-HR · $339.32M reported · 242 holdings listed · SEC ↗

Q2 2025
Jul 30 Divergent Planning, LLC

13F-HR/A · $338.40M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 30 Covenant Partners, LLC

13F-HR · $335.01M reported · 146 holdings listed · SEC ↗

Q2 2025
Jul 30 Financial Perspectives, Inc

13F-HR · $330.79M reported · 724 holdings listed · SEC ↗

Q2 2025
Jul 30 Cavalier Investments, LLC

13F-HR · $329.99M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 30 EnRich Financial Partners LLC

13F-HR · $325.74M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 30 Argonautica Private Wealth Management, Inc

13F-HR · $315.80M reported · 183 holdings listed · SEC ↗

Q2 2025
Jul 30 Fairway Wealth LLC

13F-HR · $312.75M reported · 180 holdings listed · SEC ↗

Q2 2025
Jul 30 LifeWealth Investments, LLC

13F-HR · $308.17M reported · 211 holdings listed · SEC ↗

Q2 2025
Jul 30 Fiduciary Family Office, Llc

13F-HR · $305.35M reported · 187 holdings listed · SEC ↗

Q2 2025
Jul 30 Schorn Wealth LLC

13F-HR · $302.31M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 30 Cabot-Wellington, LLC

13F-HR · $290.32M reported · 5 holdings listed · SEC ↗

Q2 2025
Jul 30 Family Capital Trust Co

13F-HR · $288.65M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 30 Towne Trust Company, N.A

13F-HR/A · $286.50M reported · 357 holdings listed · SEC ↗

Q2 2025
Jul 30 VCI Wealth Management LLC

13F-HR · $285.65M reported · 103 holdings listed · SEC ↗

Q2 2025
Jul 30 Castle Wealth Management Llc

13F-HR · $275.34M reported · 122 holdings listed · SEC ↗

Q2 2025
Jul 30 Jacobsen Capital Management

13F-HR · $271.63M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 30 Demars Financial Group, LLC

13F-HR · $260.35M reported · 85 holdings listed · SEC ↗

Q2 2025
Jul 30 Dupree Financial Group, LLC

13F-HR · $253.77M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 30 Powszechne Towarzystwo Emerytalne Allianz Polska…

13F-HR · $245.19M reported · 12 holdings listed · SEC ↗

Q2 2025
Jul 30 OMC Financial Services LTD

13F-HR · $244.73M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 30 Beach Point Capital Management LP

13F-HR · $239.53M reported · 19 holdings listed · SEC ↗

Q2 2025
Jul 30 Prosperity Financial Group, Inc.

13F-HR · $235.46M reported · 164 holdings listed · SEC ↗

Q2 2025
Jul 30 Alexis Investment Partners, LLC

13F-HR · $232.24M reported · 43 holdings listed · SEC ↗

Q2 2025
Jul 30 Reliant Investment Management, LLC

13F-HR · $231.00M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 30 Schulhoff & Co Inc

13F-HR · $225.37M reported · 135 holdings listed · SEC ↗

Q2 2025
Jul 30 BlueChip Wealth Advisors LLC

13F-HR · $224.61M reported · 168 holdings listed · SEC ↗

Q2 2025
Jul 30 Point Windward Advisors Inc.

13F-HR · $222.21M reported · 96 holdings listed · SEC ↗

Q2 2025
Jul 30 Bayshore Asset Management, Llc

13F-HR · $218.81M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 30 Mills Wealth Advisors LLC

13F-HR · $218.11M reported · 68 holdings listed · SEC ↗

Q2 2025
← Previous Page 75 / 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