★
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

8,909 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 7,601–7,700 of 10,852 managers that reported this season
One row per manager: these managers filed 11,582 separate documents; advisers may file one 13F per sub-portfolio. A further 141 superseded versions are excluded. Totals combine only live documents.

Jul 29 Fee-Only Financial Planning, L.C.

$186.60M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 29 Invera Wealth Advisors, LLC

$186.43M reported · 132 holdings listed · SEC ↗

Q2 2026
Jul 29 TPG Advisors LLC

$182.24M reported · 116 holdings listed · SEC ↗

Q2 2026
Jul 29 Dean, Jacobson Financial Services, LLC

$181.72M reported · 22 holdings listed · SEC ↗

Q2 2026
Jul 29 Fiduciary Wealth Partners, LLC

$181.66M reported · 69 holdings listed · SEC ↗

Q2 2026
Jul 29 Aspire Growth Partners LLC

$172.13M reported · 128 holdings listed · SEC ↗

Q2 2026
Jul 29 Nicholson Wealth Management Group, LLC

$169.74M reported · 111 holdings listed · SEC ↗

Q2 2026
Jul 29 Thompson Davis & Co., Inc.

$167.24M reported · 168 holdings listed · SEC ↗

Q2 2026
Jul 29 Robinson Smith Wealth Advisors Llc

$166.92M reported · 98 holdings listed · SEC ↗

Q2 2026
Jul 29 Wright Wealth LLC

$166.52M reported · 73 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 Rexford Capital Inc

$163.31M reported · 301 holdings listed · SEC ↗

Q2 2026
Jul 29 Value Base Ltd.

$162.35M reported · 8 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 Reicon Wealth Advisors, Llc

$162.32M reported · 93 holdings listed · SEC ↗

Q2 2026
Jul 29 Stolz & Associates, Ps

$160.20M reported · 32 holdings listed · SEC ↗

Q2 2026
Jul 29 AMG Asset Management Group, Inc.

$159.68M reported · 92 holdings listed · SEC ↗

Q2 2026
Jul 29 Centerpoint Advisory Group

$157.71M reported · 117 holdings listed · SEC ↗

Q2 2026
Jul 29 Avantra Family Wealth, Inc.

$156.72M reported · 165 holdings listed · SEC ↗

Q2 2026
Jul 29 Ipsen Advisor Group LLC

$155.49M reported · 107 holdings listed · SEC ↗

Q2 2026
Jul 29 Anson Capital, Inc.

$153.70M reported · 93 holdings listed · SEC ↗

Q2 2026
Jul 29 Illumine Investment Management, LLC

$153.59M reported · 95 holdings listed · SEC ↗

Q2 2026
Jul 29 Act Capital Management, Llc

$153.06M reported · 62 holdings listed · SEC ↗

Q2 2026
Jul 29 Coquina Private Wealth LLC

$147.26M reported · 101 holdings listed · SEC ↗

Q2 2026
Jul 29 Elm3 Financial Group, LLC

$145.97M reported · 135 holdings listed · SEC ↗

Q2 2026
Jul 29 Cushing Capital Partners, LLC

$145.20M reported · 99 holdings listed · SEC ↗

Q2 2026
Jul 29 Virtue Asset Management Llc

$142.40M reported · 108 holdings listed · SEC ↗

Q2 2026
Jul 29 Richwood Investment Advisors, LLC

$142.18M reported · 106 holdings listed · SEC ↗

Q2 2026
Jul 29 Stegent Equity Advisors, Inc.

$139.54M reported · 112 holdings listed · SEC ↗

Q2 2026
Jul 29 Prosperity Advisers, LLC

$138.11M reported · 44 holdings listed · SEC ↗

Q2 2026
Jul 29 Rubicon Advisors, GP

$137.30M reported · 86 holdings listed · SEC ↗

Q2 2026
Jul 29 Investment Advisory Services Group LLC

$136.66M reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 29 Red Crane Wealth Management, Llc

$135.96M reported · 79 holdings listed · SEC ↗

Q2 2026
Jul 29 Elevation Wealth Management LLC

$133.80M reported · 280 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 Kampmann Melissa S.

$132.35M reported · 86 holdings listed · SEC ↗

Q2 2026
Jul 29 Advocate Investing Services LLC

$129.82M reported · 460 holdings listed · SEC ↗

Q2 2026
Jul 29 Miller Financial Services LLC

$124.26M reported · 148 holdings listed · SEC ↗

Q2 2026
Jul 29 Edmp, Inc.

$124.26M reported · 70 holdings listed · SEC ↗

Q2 2026
Jul 29 ETF Store, Inc.

$119.54M reported · 114 holdings listed · SEC ↗

Q2 2026
Jul 29 Portfolio Resources Advisor Group, Inc.

$118.21M reported · 154 holdings listed · SEC ↗

Q2 2026
Jul 29 Clear Point Advisors Inc.

$112.84M reported · 93 holdings listed · SEC ↗

Q2 2026
Jul 29 Financial Network Wealth Advisors LLC

$98.54M reported · 858 holdings listed · SEC ↗

Q2 2026
Jul 29 Solutions 4 Wealth, Ltd

$77.47M reported · 58 holdings listed · SEC ↗

Q2 2026
Jul 29 Corundum Trust Company, INC

$37.45M reported · 28 holdings listed · SEC ↗

Q2 2026
Jul 29 Harel Insurance Investments & Financial Services…

$20.58M reported · 535 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 29 iA Global Asset Management Inc.

$8.42M reported · 465 holdings listed · SEC ↗

Q2 2026
Jul 29 Analyst IMS Investment Management Services Ltd.

$4.30M reported · 223 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 29 Eurizon Asset Management Slovakia, sprav. spol.…

$4.01M reported · 5 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 New Mexico Educational Retirement Board

$3.98M reported · 908 holdings listed · SEC ↗

Q2 2026
Jul 29 Dupont Capital Management Corp

$2.18M reported · 41 holdings listed · SEC ↗

Q2 2026
Jul 29 Southern Farm Bureau Life Insurance

$1.05M reported · 15 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 Hanson & Doremus Investment Management

$982,693 reported · 484 holdings listed · SEC ↗

Q2 2026
Jul 29 USAdvisors Wealth Management, LLC

$348,804 reported · 144 holdings listed · SEC ↗

Q2 2026
Jul 29 Verde Servicos Internacionais S.A.

$272,933 reported · 49 holdings listed · SEC ↗

Q2 2026
Jul 29 EMC Capital Management

$253,284 reported · 53 holdings listed · SEC ↗

Q2 2026
Jul 29 Industrial Alliance Investment Management Inc.

$212,465 reported · 8 holdings listed · SEC ↗

Q2 2026
Jul 29 Cantillon Capital Management LLP

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Lombard Odier (Europe) S.A.

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 SOL Capital Management CO

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Bankers Trust Co

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Bank Lombard Odier & Co Ltd

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Alpine Private Capital, Llc

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Resona Bank,Ltd

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 New Millennium Group LLC

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 City National Bank

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Mastercard Foundation

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 NBT Capital Management, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Greencape Capital Pty Ltd

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Banco Santander International

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Crestview Management Llc

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Binnacle Investments Inc

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Banco Santander International SA

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Ulrich Consultants & Investment Group, LLC

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Chartwell Investment Partners, Llc

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Value Base Fund Management Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 SAM Investment Holdings, S.L.

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Lutheran Church Missouri Synod Foundation

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Grupo Empresarial Santander, S.L.

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Caisse Federale de Credit Mutuel

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Resona Holdings Inc

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Analyst I.M.S. Mutual Funds Management

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Analyst Provident Funds Ltd.

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Banco Santander Mexico S.A., Institucion de Banca…

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Ovata Capital Management LLC

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Swiss Life Asset Managers France

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Harel Mutual Funds Ltd

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Harel Insurance Co LTD

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Amplius Asset Management, LLC

value not stated on cover page · SEC ↗

Q2 2026
Jul 29 Scout Investments, Inc.

value not stated on cover page · SEC ↗

Q2 2026
Jul 28 Truist Financial Corp

$83.67B reported · 5,414 holdings listed · 2 other managers included · largest holding: IVV · +232 new · −111 exits · analysis · SEC ↗

Q2 2026
Jul 28 Asset Management One Co., Ltd.

$38.97B reported · 957 holdings listed · largest holding: IVV · +73 new · −26 exits · analysis · SEC ↗

Q2 2026
Jul 28 Retirement Systems of Alabama

$33.21B reported · 950 holdings listed · SEC ↗

Q2 2026
Jul 28 Kestra Advisory Services, LLC

$31.00B reported · 3,259 holdings listed · SEC ↗

Q2 2026
Jul 28 Keybank National Association/Oh

$30.41B reported · 2,147 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 28 Erste Asset Management GmbH

$12.86B reported · 967 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 28 Whittier Trust Co

$10.19B reported · 1,699 holdings listed · SEC ↗

Q2 2026
Jul 28 Atria Investments, Inc

$9.98B reported · 2,111 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 28 OP Asset Management Ltd

$9.38B reported · 765 holdings listed · SEC ↗

Q2 2026
Jul 28 Kestra Private Wealth Services, Llc

$9.10B reported · 1,817 holdings listed · SEC ↗

Q2 2026
Jul 28 Greenhaven Associates Inc

$8.66B reported · 28 holdings listed · SEC ↗

Q2 2026
Jul 28 Howard Capital Management, LLC

$8.40B reported · 423 holdings listed · SEC ↗

Q2 2026
Jul 28 Rothschild & Co Wealth Management UK Ltd

$6.93B reported · 25 holdings listed · SEC ↗

Q2 2026
← Previous Page 77 / 109 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