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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

8,909 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 7,401–7,500 of 11,582 individual filing documents

Aug 03 LWM Advisory Services, LLC

13F-HR · $56.02M reported · 80 holdings listed · SEC ↗

Q2 2026
Aug 03 Fiduciary Counselling Inc

13F-HR · $40.56M reported · 11 holdings listed · SEC ↗

Q2 2026
Aug 03 Pathway Capital Management, Lp

13F-HR · $23.95M reported · 4 holdings listed · SEC ↗

Q2 2026
Aug 03 Hohimer Wealth Management, Llc

13F-HR · $9.40M reported · 402 holdings listed · SEC ↗

Q2 2026
Aug 03 Price Financial Group Wealth Management, Inc

13F-HR · $6.02M reported · 17 holdings listed · SEC ↗

Q2 2026
Aug 03 Oakland Financial Corp

13F-HR · $4.51M reported · 6 holdings listed · SEC ↗

Q2 2026
Aug 03 Compound Global Advisors, LLC

13F-HR · $4.05M reported · 38 holdings listed · SEC ↗

Q2 2026
Aug 03 Summit Global Investments

13F-HR · $1.83M reported · 523 holdings listed · SEC ↗

Q2 2026
Aug 03 Atlas Merchant Capital LLC

13F-HR · $584,536 reported · 1 holdings listed · SEC ↗

Q2 2026
Aug 03 One Degree Advisors Inc

13F-HR · $448,029 reported · 82 holdings listed · SEC ↗

Q2 2026
Aug 03 Lester Murray Antman dba SimplyRich

13F-HR · $427,065 reported · 216 holdings listed · SEC ↗

Q2 2026
Aug 03 SoundView Advisors Inc.

13F-HR · $306,893 reported · 32 holdings listed · SEC ↗

Q2 2026
Aug 03 Silver Oak Advisory Group, Inc.

13F-HR · $253,628 reported · 86 holdings listed · SEC ↗

Q2 2026
Aug 03 Warburton Capital Management, LLC

13F-HR · $245,870 reported · 75 holdings listed · SEC ↗

Q2 2026
Aug 03 R. W. Roge & Company, Inc.

13F-HR · $239,051 reported · 69 holdings listed · SEC ↗

Q2 2026
Aug 03 Platt Wealth Management LLC

13F-HR · $124,376 reported · 57 holdings listed · SEC ↗

Q2 2026
Aug 03 abrdn Asia Ltd

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

Q2 2026
Aug 03 abrdn Inc.

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

Q2 2026
Aug 03 Redwood Wealth Management Group, LLC

13F-HR · value not stated on cover page · 2 holdings listed · SEC ↗

Q2 2026
Aug 03 abrdn Investments Ltd

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

Q2 2026
Aug 03 abrdn Investment Management Ltd

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

Q2 2026
Aug 03 Bank of Israel

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

Q2 2026
Aug 03 MFS International Australia Pty Ltd

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

Q2 2026
Aug 03 MFS International (U.K.) Ltd.

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

Q2 2026
Aug 03 MFS Institutional Advisors, Inc.

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

Q2 2026
Aug 03 Mfs Investment Management Canada Ltd

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

Q2 2026
Aug 03 Pfs Investments Inc.

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

Q2 2026
Aug 03 Raiffeisen investicni spolecnost a.s.

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

Q2 2026
Aug 03 Citicorp Banking Corp

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

Q2 2026
Aug 03 Citicorp LLC

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

Q2 2026
Aug 03 Itau USA Asset Management Inc.

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

Q2 2026
Aug 03 Sepulveda Management LLC

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

Q2 2026
Aug 03 MFS Investment Management K.K.

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

Q2 2026
Aug 03 Altair Advisers LLC

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

Q2 2026
Aug 03 MFS Investment Management CO (LUX) S.A.R.L.

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

Q2 2026
Aug 03 MFS International Singapore Pte. Ltd.

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

Q2 2026
Aug 03 MFS Heritage Trust CO

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

Q2 2026
Aug 03 Citigroup Financial Products Inc.

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

Q2 2026
Aug 03 Citigroup Global Markets Europe AG

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

Q2 2026
Aug 03 Citigroup Global Markets Holdings Bahamas Ltd

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

Q2 2026
Aug 03 Limited Liability Co Raiffeisen Capital Management…

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

Q2 2026
Aug 03 RBC Global Asset Management (U.S.) Inc.

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

Q2 2026
Aug 03 Citibank (Switzerland) AG

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

Q2 2026
Aug 03 Citigroup Global Markets Holdings Inc.

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

Q2 2026
Aug 03 Citigroup Global Markets Inc.

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

Q2 2026
Aug 03 Citigroup Global Markets Ltd

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

Q2 2026
Aug 03 Tcw Asset Management Co Llc

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

Q2 2026
Aug 03 TCW INVESTMENT MANAGEMENT Co LLC

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

Q2 2026
Aug 03 Alera Investment Advisors, LLC

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

Q2 2026
Aug 03 Yelin Lapidot Mutual Funds Management Ltd

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

Q2 2026
Aug 03 Metropolitan West Asset Management, LLC

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

Q2 2026
Aug 03 RockCreek (Canada) Adviser, Inc.

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

Q2 2026
Aug 03 Raiffeisen FUTURE a.d. Beograd DUDPF

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

Q2 2026
Aug 03 Raiffeisen Invest JSC

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

Q2 2026
Aug 03 Gilead Therapeutics A1 Unlimited Co

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

Q2 2026
Aug 03 Raiffeisen Kapitalanlage-Gesellschaft m.b.H.

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

Q2 2026
Aug 03 Yelin Lapidot Provident Funds Management Ltd

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

Q2 2026
Aug 03 Citibank, N.A.

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

Q2 2026
Jul 31 Belvedere Trading LLC

13F-HR · $87.61B reported · 1,038 holdings listed · largest holding: NVDA · analysis · SEC ↗

Q2 2026
Jul 31 Aberdeen Group plc

13F-HR · $71.22B reported · 1,805 holdings listed · 5 other managers included · largest holding: AAPL · analysis · SEC ↗

Q2 2026
Jul 31 Daiwa Securities Group Inc.

13F-HR · $51.14B reported · 1,672 holdings listed · 5 other managers included · largest holding: NVDA · analysis · SEC ↗

Q2 2026
Jul 31 Calamos Advisors LLC

13F-HR · $30.07B reported · 1,059 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 31 Markel Group

13F-HR · $13.13B reported · 205 holdings listed · 1 other managers included · largest holding: GOOG · analysis · SEC ↗

Q2 2026
Jul 31 Starlite Capital INC

13F-HR/A · $9.70B reported · 14 holdings listed · SEC ↗

Q2 2026
Jul 31 AIA Group Ltd

13F-HR · $7.95B reported · 405 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Jul 31 J. Safra Sarasin Holding AG

13F-HR · $6.97B reported · 1,701 holdings listed · 9 other managers included · SEC ↗

Q2 2026
Jul 31 Mgo One Seven Llc

13F-HR · $6.06B reported · 1,550 holdings listed · SEC ↗

Q2 2026
Jul 31 Badgley Phelps Wealth Managers, LLC

13F-HR · $5.71B reported · 333 holdings listed · SEC ↗

Q2 2026
Jul 31 HUB Investment Partners, LLC

13F-HR · $5.57B reported · 1,385 holdings listed · SEC ↗

Q2 2026
Jul 31 CENTRAL TRUST Co

13F-HR · $5.53B reported · 2,083 holdings listed · SEC ↗

Q2 2026
Jul 31 Japan Science & Technology Agency

13F-HR · $5.29B reported · 12 holdings listed · SEC ↗

Q2 2026
Jul 31 Truepoint, Inc.

13F-HR · $4.79B reported · 161 holdings listed · SEC ↗

Q2 2026
Jul 31 Kornitzer Capital Management Inc /Ks

13F-HR · $4.79B reported · 548 holdings listed · SEC ↗

Q2 2026
Jul 31 Associated Banc-Corp

13F-HR · $4.21B reported · 381 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 31 JMG Financial Group, Ltd.

13F-HR · $4.14B reported · 137 holdings listed · SEC ↗

Q2 2026
Jul 31 Daymark Wealth Partners, Llc

13F-HR · $4.10B reported · 810 holdings listed · SEC ↗

Q2 2026
Jul 31 ARGA Investment Management, LP

13F-HR · $3.92B reported · 121 holdings listed · SEC ↗

Q2 2026
Jul 31 Freestone Capital Holdings, LLC

13F-HR · $3.86B reported · 626 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 31 Private Management Group Inc

13F-HR · $3.80B reported · 320 holdings listed · SEC ↗

Q2 2026
Jul 31 Miller Howard Investments Inc /Ny

13F-HR · $3.77B reported · 152 holdings listed · SEC ↗

Q2 2026
Jul 31 Becker Capital Management Inc

13F-HR · $3.72B reported · 303 holdings listed · SEC ↗

Q2 2026
Jul 31 Troy Asset Management Ltd

13F-HR · $3.59B reported · 29 holdings listed · SEC ↗

Q2 2026
Jul 31 Calamos Wealth Management LLC

13F-HR · $3.31B reported · 463 holdings listed · SEC ↗

Q2 2026
Jul 31 Members Trust Co

13F-HR · $3.21B reported · 288 holdings listed · SEC ↗

Q2 2026
Jul 31 Integrity Alliance, Llc.

13F-HR · $3.20B reported · 858 holdings listed · SEC ↗

Q2 2026
Jul 31 Belpointe Asset Management LLC

13F-HR · $3.06B reported · 1,121 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 31 Intesa Sanpaolo S.p.A.

13F-HR · $2.92B reported · 237 holdings listed · SEC ↗

Q2 2026
Jul 31 Linscomb Wealth, Inc.

13F-HR · $2.31B reported · 311 holdings listed · SEC ↗

Q2 2026
Jul 31 Cambiar Investors Llc

13F-HR · $2.30B reported · 150 holdings listed · SEC ↗

Q2 2026
Jul 31 Garde Capital, Inc.

13F-HR · $2.23B reported · 252 holdings listed · SEC ↗

Q2 2026
Jul 31 Investment House Llc

13F-HR/A · $2.21B reported · 221 holdings listed · SEC ↗

Q2 2026
Jul 31 Diversified Enterprises, LLC

13F-HR · $2.07B reported · 425 holdings listed · SEC ↗

Q2 2026
Jul 31 Jacobi Capital Management LLC

13F-HR · $2.04B reported · 644 holdings listed · SEC ↗

Q2 2026
Jul 31 Knights of Columbus Asset Advisors LLC

13F-HR · $2.00B reported · 386 holdings listed · SEC ↗

Q2 2026
Jul 31 Founders Financial Securities Llc

13F-HR · $1.95B reported · 555 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Jul 31 Soltis Investment Advisors LLC

13F-HR · $1.80B reported · 688 holdings listed · SEC ↗

Q2 2026
Jul 31 Simmons Bank

13F-HR · $1.75B reported · 832 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 31 True Link Financial Advisors, LLC

13F-HR · $1.73B reported · 104 holdings listed · SEC ↗

Q2 2026
Jul 31 True Link Financial Advisors, LLC

13F-HR/A · $1.73B reported · 104 holdings listed · SEC ↗

Q2 2026
Jul 31 General American Investors Co Inc

13F-HR · $1.69B reported · 74 holdings listed · SEC ↗

Q2 2026
← Previous Page 75 / 116 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