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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 7,701–7,800 of 10,586 managers that reported this season
One row per manager: these managers filed 10,949 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

Apr 28 Strata Wealth Advisors, LLC

$364.68M reported · 87 holdings listed · SEC ↗

Q1 2026
Apr 28 Libra Wealth Llc

$354.85M reported · 66 holdings listed · SEC ↗

Q1 2026
Apr 28 Cypress Capital, LLC

$351.48M reported · 95 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 28 Columbia Bank

$350.38M reported · 261 holdings listed · SEC ↗

Q1 2026
Apr 28 Retirement Financial Solutions, Llc

$349.80M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 28 Pennsylvania Capital Management Inc /Adv

$349.45M reported · 112 holdings listed · SEC ↗

Q1 2026
Apr 28 Westbourne Investment Advisors, Inc.

$343.04M reported · 115 holdings listed · SEC ↗

Q1 2026
Apr 28 MIO Partners, Inc.

$339.63M reported · 6 holdings listed · SEC ↗

Q1 2026
Apr 28 Pine Harbor Wealth Management, LLC

$334.31M reported · 102 holdings listed · SEC ↗

Q1 2026
Apr 28 Baker Boyer National Bank

$332.83M reported · 119 holdings listed · SEC ↗

Q1 2026
Apr 28 Argonautica Private Wealth Management, Inc

$330.51M reported · 183 holdings listed · SEC ↗

Q1 2026
Apr 28 B.O.S.S. Retirement Advisors, LLC

$328.07M reported · 174 holdings listed · SEC ↗

Q1 2026
Apr 28 Core Wealth Management, Inc.

$326.35M reported · 40 holdings listed · SEC ↗

Q1 2026
Apr 28 Indiana Trust & Investment Management Co

$323.82M reported · 494 holdings listed · SEC ↗

Q1 2026
Apr 28 Shayne & Jacobs, Llc

$323.60M reported · 116 holdings listed · SEC ↗

Q1 2026
Apr 28 Oxler Private Wealth LLC

$319.42M reported · 92 holdings listed · SEC ↗

Q1 2026
Apr 28 California First Leasing Corp

$312.05M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 28 Argyle Capital Management, LLC

$307.72M reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 28 Corbyn Investment Management Inc/Md

$300.21M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 28 Carlton Hofferkamp & Jenks Wealth Management, LLC

$299.49M reported · 142 holdings listed · SEC ↗

Q1 2026
Apr 28 Fischer Financial Services, Inc.

$297.32M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 28 Raleigh Capital Management Inc.

$289.77M reported · 775 holdings listed · SEC ↗

Q1 2026
Apr 28 Wealth Management Resources, Inc.

$287.25M reported · 28 holdings listed · SEC ↗

Q1 2026
Apr 28 Bryant Woods Investment Advisors, LLC

$271.79M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 28 TritonPoint Partners, LLC

$271.66M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 28 Nvest Financial, LLC

$268.41M reported · 139 holdings listed · SEC ↗

Q1 2026
Apr 28 Cherokee Insurance Co

$263.46M reported · 121 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 28 Hapanowicz & Associates Financial Services, Inc

$251.42M reported · 31 holdings listed · SEC ↗

Q1 2026
Apr 28 Hillcrest Wealth Advisors - NY, LLC

$246.89M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 28 Cooper Investors Pty Ltd

$245.33M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 28 St. Johns Investment Management Company, LLC

$237.67M reported · 193 holdings listed · SEC ↗

Q1 2026
Apr 28 Westfuller Advisors, LLC

$231.70M reported · 761 holdings listed · SEC ↗

Q1 2026
Apr 28 Shelton Wealth Management, Llc

$228.56M reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 28 Schear Investment Advisers, LLC

$226.77M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 28 Family CFO Inc

$223.27M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 28 Walser Wealth Management Company, A Ltd Liability Co

$222.61M reported · 187 holdings listed · SEC ↗

Q1 2026
Apr 28 Cobblestone Asset Management LLC

$222.39M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 28 Fortitude Advisory Group L.L.C.

$222.31M reported · 226 holdings listed · SEC ↗

Q1 2026
Apr 28 Share Andrew L.

$214.34M reported · 16 holdings listed · SEC ↗

Q1 2026
Apr 28 Rising Stella Capital Pte. Ltd

$213.60M reported · 3 holdings listed · SEC ↗

Q1 2026
Apr 28 Powers Capital, LLC

$211.55M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 28 RHS Financial, LLC

$211.06M reported · 224 holdings listed · SEC ↗

Q1 2026
Apr 28 Cohen Investment Advisors LLC

$210.45M reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 28 Blue Sky Capital Consultants Group, Inc.

$209.67M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 28 Fortune 45 LLC

$205.34M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 28 Disciplined Equity Management, Inc.

$199.00M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 28 Intelligent Financial Strategies

$191.94M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 28 Sheridan Capital Management, LLC

$189.73M reported · 31 holdings listed · SEC ↗

Q1 2026
Apr 28 Strategic Value Bank Partners Llc

$186.07M reported · 14 holdings listed · SEC ↗

Q1 2026
Apr 28 Insight Inv LLC

$182.75M reported · 104 holdings listed · SEC ↗

Q1 2026
Apr 28 Clay Northam Wealth Management, LLC

$178.09M reported · 101 holdings listed · SEC ↗

Q1 2026
Apr 28 Ryan Investment Management, Inc.

$177.83M reported · 20 holdings listed · SEC ↗

Q1 2026
Apr 28 CAP Partners, LLC

$177.05M reported · 146 holdings listed · SEC ↗

Q1 2026
Apr 28 Oceanside Advisors LLC

$175.28M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 28 Ti-Trust, Inc

$168.24M reported · 128 holdings listed · SEC ↗

Q1 2026
Apr 28 Dean, Jacobson Financial Services, LLC

$162.77M reported · 21 holdings listed · SEC ↗

Q1 2026
Apr 28 Collaborative Fund Advisors, LLC

$161.90M reported · 160 holdings listed · SEC ↗

Q1 2026
Apr 28 W.H. Cornerstone Investments Inc.

$159.97M reported · 129 holdings listed · SEC ↗

Q1 2026
Apr 28 Bravias Capital Group, LLC

$152.95M reported · 96 holdings listed · SEC ↗

Q1 2026
Apr 28 Interactive Financial Advisors, Inc.

$152.87M reported · 78 holdings listed · SEC ↗

Q1 2026
Apr 28 PUREfi Wealth, LLC

$152.65M reported · 188 holdings listed · SEC ↗

Q1 2026
Apr 28 Ariose Capital Management Ltd

$148.91M reported · 15 holdings listed · SEC ↗

Q1 2026
Apr 28 Jacksonville Wealth Management, LLC

$148.07M reported · 68 holdings listed · SEC ↗

Q1 2026
Apr 28 Tide Cove Capital Partners LLC

$146.94M reported · 13 holdings listed · SEC ↗

Q1 2026
Apr 28 Antonelli Financial Advisors, LLC

$144.71M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 28 Northern Financial Advisors Inc

$137.15M reported · 105 holdings listed · SEC ↗

Q1 2026
Apr 28 South Shore Capital Advisors

$136.75M reported · 139 holdings listed · SEC ↗

Q1 2026
Apr 28 Brickwood Asset Management LLP

$133.26M reported · 10 holdings listed · SEC ↗

Q1 2026
Apr 28 Core Wealth Advisors, Llc

$130.06M reported · 33 holdings listed · SEC ↗

Q1 2026
Apr 28 Intrinsic Value Partners, LLC

$129.78M reported · 69 holdings listed · SEC ↗

Q1 2026
Apr 28 Split Rock Private Trading & Wealth Management, LLC

$129.16M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 28 Clear Retirement Advice LLC

$127.37M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 28 O'Domhnaill Enterprises, Inc.

$126.87M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 28 Clarity Retirement & Wealth, LLC

$124.00M reported · 27 holdings listed · SEC ↗

Q1 2026
Apr 28 Edmp, Inc.

$123.70M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 28 Farnam Financial LLC

$121.52M reported · 49 holdings listed · SEC ↗

Q1 2026
Apr 28 Paller Financial Services Inc

$120.90M reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 28 Topor & Co. Korea

$118.25M reported · 18 holdings listed · SEC ↗

Q1 2026
Apr 28 Journey Beyond Wealth, LLC

$116.43M reported · 29 holdings listed · SEC ↗

Q1 2026
Apr 28 Investment Management Corp /Va/ /Adv

$116.43M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 28 Investment Advisory Services Group LLC

$114.94M reported · 29 holdings listed · SEC ↗

Q1 2026
Apr 28 Powerhouse Assets LLC

$114.93M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 28 HBE Wealth Management, LLC

$114.73M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 28 Titan Investment Management LLC

$113.32M reported · 37 holdings listed · SEC ↗

Q1 2026
Apr 28 Argus Investors' Counsel, Inc.

$112.48M reported · 102 holdings listed · SEC ↗

Q1 2026
Apr 28 Parrish Capital LLC

$112.20M reported · 86 holdings listed · SEC ↗

Q1 2026
Apr 28 Alliance Wealth Strategies, LLC d/b/a Brown Edwards…

$111.28M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 28 Bolthouse Investments, LLC

$110.62M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 28 Red Mountain Financial, LLC

$106.16M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 28 Hobbs Wealth Management, LLC

$101.05M reported · 23 holdings listed · SEC ↗

Q1 2026
Apr 28 Grange Capital, LLC

$100.36M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 28 ORBA Wealth Advisors, L.L.C.

$83.85M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 28 Wellment Financial

$80.83M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 28 Samson Rock Capital LLP amended

$67.04M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 28 HealthCor Partners Management LP

$50.66M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 28 FLP Wealth Management, LLC amended

$48.53M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 28 Novus Advisors, Llc

$44.70M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 28 Handelsbanken Fonder AB

$30.00M reported · 1,491 holdings listed · SEC ↗

Q1 2026
Apr 28 LGT Financial Advisors LLC

$19.51M reported · 251 holdings listed · SEC ↗

Q1 2026
Apr 28 Cabana Llc

$12.74M reported · 11 holdings listed · SEC ↗

Q1 2026
← Previous Page 78 / 106 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