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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
B Barrick Mining… +15 +15 18
ETOR eToro Group Ltd. +15 +15 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CHYM Chime Financial… +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
HAIN -5 −5 12
IBP Installed Building… -5 −5 12
RYAN Ryan Specialty… -5 −5 14
MZTI The Marzetti Company -5 −5 13
IIIV i3 Verticals, Inc. -5 −5 9

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 7,901–8,000 of 9,941 managers that reported this season
One row per manager: these managers filed 10,673 separate documents; advisers may file one 13F per sub-portfolio. A further 262 superseded versions are excluded. Totals combine only live documents.

Jul 23 Solitude Financial Services

$276.01M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 23 Watershed Private Wealth Llc

$274.70M reported · 105 holdings listed · SEC ↗

Q2 2025
Jul 23 Canopy Partners, LLC

$272.65M reported · 227 holdings listed · SEC ↗

Q2 2025
Jul 23 HTG Investment Advisors, Inc.

$268.88M reported · 70 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 23 Monte Financial Group, LLC

$257.27M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 23 Sachetta, LLC

$252.91M reported · 1,332 holdings listed · SEC ↗

Q2 2025
Jul 23 1 North Wealth Services Llc

$252.00M reported · 274 holdings listed · SEC ↗

Q2 2025
Jul 23 IMZ Advisory Inc

$249.91M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 23 TPG Financial Advisors, LLC

$249.87M reported · 66 holdings listed · SEC ↗

Q2 2025
Jul 23 Heathbridge Capital Management Ltd.

$248.94M reported · 26 holdings listed · SEC ↗

Q2 2025
Jul 23 Fluent Financial, LLC

$242.79M reported · 63 holdings listed · SEC ↗

Q2 2025
Jul 23 Trueblood Wealth Management, LLC

$239.15M reported · 249 holdings listed · SEC ↗

Q2 2025
Jul 23 Mullooly Asset Management, Inc.

$238.23M reported · 47 holdings listed · SEC ↗

Q2 2025
Jul 23 Hall Capital Management Co Inc

$236.74M reported · 94 holdings listed · SEC ↗

Q2 2025
Jul 23 Madden Advisory Services, Inc.

$234.66M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 23 Shariaportfolio, Inc.

$233.55M reported · 23 holdings listed · SEC ↗

Q2 2025
Jul 23 Bluestem Financial Advisors, Llc

$233.28M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 23 Spectrum Asset Management, Inc. (NB/CA)

$230.11M reported · 107 holdings listed · SEC ↗

Q2 2025
Jul 23 Tcfg Wealth Management, Llc

$220.77M reported · 259 holdings listed · SEC ↗

Q2 2025
Jul 23 Gainplan LLC

$220.24M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 23 New England Professional Planning Group Inc.

$219.50M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 23 Element Wealth, LLC

$217.30M reported · 185 holdings listed · SEC ↗

Q2 2025
Jul 23 Abel Hall, LLC

$216.30M reported · 289 holdings listed · SEC ↗

Q2 2025
Jul 23 Matisse Capital

$211.53M reported · 198 holdings listed · SEC ↗

Q2 2025
Jul 23 SGL Investment Advisors, Inc.

$210.16M reported · 120 holdings listed · SEC ↗

Q2 2025
Jul 23 Values Added Financial LLC

$206.26M reported · 121 holdings listed · SEC ↗

Q2 2025
Jul 23 Bellevue Asset Management, Llc

$205.47M reported · 472 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Jul 23 Notis-McConarty Edward

$205.23M reported · 230 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 23 Windle Wealth, LLC

$204.55M reported · 33 holdings listed · SEC ↗

Q2 2025
Jul 23 Viewpoint Capital Management LLC

$203.84M reported · 136 holdings listed · SEC ↗

Q2 2025
Jul 23 Wheelhouse Advisory Group LLC

$202.88M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 23 Penney Financial, Llc

$196.73M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 23 Sitrin Capital Management LLC

$196.00M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 23 Seamount Financial Group Inc

$194.46M reported · 129 holdings listed · SEC ↗

Q2 2025
Jul 23 Arcadia Investment Advisors Llc

$192.96M reported · 84 holdings listed · SEC ↗

Q2 2025
Jul 23 Franchise Capital Ltd

$191.74M reported · 24 holdings listed · SEC ↗

Q2 2025
Jul 23 Cohen Investment Advisors LLC

$191.50M reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 23 Richardson Capital Management LLC

$190.69M reported · 206 holdings listed · SEC ↗

Q2 2025
Jul 23 Regency Capital Management Inc.\DE

$190.63M reported · 58 holdings listed · SEC ↗

Q2 2025
Jul 23 Asset Planning Corporation

$187.95M reported · 43 holdings listed · SEC ↗

Q2 2025
Jul 23 Beaumont Asset Management, L.L.C.

$186.26M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 23 Horizon Advisory Services, Inc.

$186.15M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 23 Cornerstone Enterprises, Llc

$185.78M reported · 32 holdings listed · SEC ↗

Q2 2025
Jul 23 Armstrong, Fleming & Moore, Inc

$184.16M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 23 One Wealth Map LLC

$183.42M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 23 Friedenthal Financial

$182.44M reported · 260 holdings listed · SEC ↗

Q2 2025
Jul 23 True Vision MN LLC

$180.82M reported · 103 holdings listed · 6 other managers included · SEC ↗

Q2 2025
Jul 23 Massachusetts Wealth Management

$177.31M reported · 94 holdings listed · SEC ↗

Q2 2025
Jul 23 Dempze Nancy E

$173.38M reported · 312 holdings listed · 5 other managers included · SEC ↗

Q2 2025
Jul 23 Foresight Capital Management Advisors, Inc.

$172.02M reported · 87 holdings listed · SEC ↗

Q2 2025
Jul 23 Quarry Hill Advisors, Llc

$171.84M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 23 SeaTown Holdings Pte. Ltd.

$169.87M reported · 19 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Jul 23 Wormser Freres Gestion

$167.99M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 23 Secured Retirement Advisors, Llc

$167.80M reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 23 Hager Investment Management Services, Llc

$167.62M reported · 287 holdings listed · SEC ↗

Q2 2025
Jul 23 Motiv8 Investments LLC

$163.45M reported · 95 holdings listed · SEC ↗

Q2 2025
Jul 23 L.K. Benson & Company, P.C.

$162.82M reported · 99 holdings listed · SEC ↗

Q2 2025
Jul 23 Center For Asset Management LLC

$162.21M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 23 Mainsail Asset Management, Llc

$161.76M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 23 Fortis Advisors, LLC

$156.15M reported · 117 holdings listed · SEC ↗

Q2 2025
Jul 23 Next Level Wealth Planning, LLC

$156.14M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 23 Lakeside Advisors, INC.

$155.15M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 23 Laurus Global Equity Management Inc.

$153.10M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 23 HMV Wealth Advisors, LLC

$152.55M reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 23 Ti-Trust, Inc

$149.17M reported · 128 holdings listed · SEC ↗

Q2 2025
Jul 23 RiverTree Advisors, LLC

$148.94M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 23 InTrack Investment Management Inc

$148.87M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 23 Gagnon Advisors, LLC

$148.81M reported · 24 holdings listed · SEC ↗

Q2 2025
Jul 23 LifeSteps Financial, Inc.

$145.53M reported · 86 holdings listed · SEC ↗

Q2 2025
Jul 23 Objectivity Squared, LLC

$145.45M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 23 Pillar Financial Advisors, LLC

$144.80M reported · 109 holdings listed · SEC ↗

Q2 2025
Jul 23 Foundation Wealth Management, LLC

$143.56M reported · 44 holdings listed · SEC ↗

Q2 2025
Jul 23 WESPAC Advisors, LLC

$142.98M reported · 171 holdings listed · SEC ↗

Q2 2025
Jul 23 Gerber, Llc

$142.27M reported · 91 holdings listed · SEC ↗

Q2 2025
Jul 23 Elevate Wealth Advisory, Inc

$140.54M reported · 134 holdings listed · SEC ↗

Q2 2025
Jul 23 Somnio Financial Group, LLC

$139.73M reported · 13 holdings listed · SEC ↗

Q2 2025
Jul 23 Northern Financial Advisors Inc

$133.23M reported · 107 holdings listed · SEC ↗

Q2 2025
Jul 23 Clark & Stuart, Inc

$132.80M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 23 Axos Invest Inc.

$132.45M reported · 22 holdings listed · SEC ↗

Q2 2025
Jul 23 Sunbeam Capital Management, LLC

$132.01M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 23 Laraway Financial Advisors Inc

$131.84M reported · 124 holdings listed · SEC ↗

Q2 2025
Jul 23 Gentry Private Wealth, Llc

$130.83M reported · 89 holdings listed · SEC ↗

Q2 2025
Jul 23 Randall & Associates Wealth Management

$130.05M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 23 DMC Group, LLC

$128.63M reported · 126 holdings listed · SEC ↗

Q2 2025
Jul 23 Morey & Quinn Wealth Partners, LLC

$125.00M reported · 129 holdings listed · SEC ↗

Q2 2025
Jul 23 Schrum Private Wealth Management LLC

$124.70M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 23 SpringVest Wealth Management LLC

$123.50M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 23 Cannon Wealth Management Services, LLC

$122.36M reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 23 Opulen Financial Group LLC

$121.91M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 23 Richwood Investment Advisors, LLC

$121.77M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 23 Avantra Family Wealth, Inc.

$121.08M reported · 131 holdings listed · SEC ↗

Q2 2025
Jul 23 Elm3 Financial Group, LLC

$120.27M reported · 108 holdings listed · SEC ↗

Q2 2025
Jul 23 PARK CIRCLE Co

$117.88M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 23 Woodside Wealth Management LLC

$116.20M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 23 Stephen J. Garry & Associates, Llc

$115.71M reported · 47 holdings listed · SEC ↗

Q2 2025
Jul 23 Guild Investment Management, Inc.

$115.11M reported · 44 holdings listed · SEC ↗

Q2 2025
Jul 23 Lakeshore Capital Group, Inc.

$112.75M reported · 78 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 23 Defined Financial Planning LLC

$112.57M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 23 Bingham Private Wealth, Llc

$104.91M reported · 158 holdings listed · 10 other managers included · SEC ↗

Q2 2025
Jul 23 Capstone Wealth Management Group, Llc

$104.21M reported · 54 holdings listed · SEC ↗

Q2 2025
← Previous Page 80 / 100 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