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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
+45,786New positions
−40,110Full exits
208,710Increased
171,080Reduced
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… +130 +130 138
PNFP Pinnacle Financial… +127 +127 131
SUNB Sunbelt Rentals… +117 +117 118
INDV Indivior… +95 +95 97
DFTX Definium… +82 +82 86
FPS Forgent Power… +71 +71 72
MDA MDA Space Ltd +64 +64 65
RNA +64 +64 65

Most reduced so far

SecurityΔ holdersExitsHolders
TEFOF -59 −60 6
GRT-UN.TO Granite Real Estate… -46 −47 3
TSEOQ -32 −32 4
FG F&G Annuities &… -30 −38 88
FUBO fuboTV Inc. -29 −33 65
AGL Agilon Health, Inc. -27 −29 49
ELME Elme Communities -26 −38 65
WIX Wix.com Ltd. -24 −30 115

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 8,001–8,100 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 27 Financial Planning Fort Collins, LLC

$133.39M reported · 33 holdings listed · SEC ↗

Q1 2026
Apr 27 Alterna Wealth Management, Inc

$132.02M reported · 105 holdings listed · SEC ↗

Q1 2026
Apr 27 AMG Asset Management Group, Inc.

$128.83M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 27 Appalachian Capital Management Ltd

$124.93M reported · 45 holdings listed · SEC ↗

Q1 2026
Apr 27 NorthLanding Financial Partners, LLC

$124.03M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 27 Geremia Financial Services, LLC

$122.78M reported · 10 holdings listed · SEC ↗

Q1 2026
Apr 27 Kennon-Green & Company, LLC

$121.99M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 27 Western Reserve Capital Management, LLC

$121.85M reported · 50 holdings listed · SEC ↗

Q1 2026
Apr 27 Sierra Ocean, Llc

$121.82M reported · 60 holdings listed · SEC ↗

Q1 2026
Apr 27 Chicago Capital Management, LLC

$120.71M reported · 29 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 27 JM2 Capital Inc.

$120.58M reported · 114 holdings listed · SEC ↗

Q1 2026
Apr 27 Schaeffer Financial LLC

$118.81M reported · 25 holdings listed · SEC ↗

Q1 2026
Apr 27 Washington Capital Management, Inc

$118.40M reported · 102 holdings listed · SEC ↗

Q1 2026
Apr 27 4Wealth Advisors, Inc.

$117.03M reported · 142 holdings listed · SEC ↗

Q1 2026
Apr 27 Liberty Atlantic Advisors LLC

$116.99M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 27 DB Fitzpatrick & Co, Inc

$116.81M reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 27 ATLas Financial Planning LLC

$111.50M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 27 Integrity Wealth Partners, LLC

$111.10M reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 27 Directional Asset Management

$109.42M reported · 90 holdings listed · SEC ↗

Q1 2026
Apr 27 Value Investment Professionals, LLC amended

$109.11M reported · 61 holdings listed · SEC ↗

Q1 2026
Apr 27 Board of the Pension Protection Fund

$108.76M reported · 156 holdings listed · SEC ↗

Q1 2026
Apr 27 TABR Capital Management, LLC

$108.70M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 27 University of Cambridge Investment Management Ltd

$108.40M reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 27 Heffernan Advisory, Inc

$107.80M reported · 24 holdings listed · SEC ↗

Q1 2026
Apr 27 Bedminster, LLC

$107.48M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 27 River'S Edge Wealth Management, Llc

$106.54M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 27 Vavra Capital Management, LLC

$102.86M reported · 24 holdings listed · SEC ↗

Q1 2026
Apr 27 New York State Teachers Retirement System

$49.18M reported · 1,616 holdings listed · SEC ↗

Q1 2026
Apr 27 Portland Financial Advisors Inc

$48.08M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 27 Acute Investment Advisory, Llc

$8.91M reported · 18 holdings listed · SEC ↗

Q1 2026
Apr 27 Old Republic International Corp

$2.52M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 27 Deroy & Devereaux Private Investment Counsel Inc

$2.09M reported · 173 holdings listed · SEC ↗

Q1 2026
Apr 27 Reynders McVeigh Capital Management, LLC

$1.98M reported · 195 holdings listed · SEC ↗

Q1 2026
Apr 27 Hunter Associates Investment Management Llc

$755,872 reported · 274 holdings listed · SEC ↗

Q1 2026
Apr 27 Tsfg, Llc

$659,175 reported · 866 holdings listed · SEC ↗

Q1 2026
Apr 27 F&V Capital Management, LLC

$473,306 reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 27 USAdvisors Wealth Management, LLC

$301,048 reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 27 Lesa Sroufe & Co

$146,898 reported · 69 holdings listed · SEC ↗

Q1 2026
Apr 27 Ulland Investment Advisors, LLC

$116,603 reported · 213 holdings listed · SEC ↗

Q1 2026
Apr 27 Truist Advisory Services, Inc.

value not stated on cover page · SEC ↗

Q1 2026
Apr 27 Rwc (Us) Llc

value not stated on cover page · SEC ↗

Q1 2026
Apr 27 Truist Bank /Nc/

value not stated on cover page · SEC ↗

Q1 2026
Apr 27 Allianz ZB Mandatory & Voluntary Pension Funds…

value not stated on cover page · SEC ↗

Q1 2026
Apr 27 Binnacle Investments Inc

value not stated on cover page · SEC ↗

Q1 2026
Apr 27 Hongkong & Shanghai Banking Corp Ltd / ASP

value not stated on cover page · SEC ↗

Q1 2026
Apr 27 Citizens & Northern Bank

value not stated on cover page · SEC ↗

Q1 2026
Apr 27 Hsbc Private Bank (Suisse) Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 27 RWC Partners Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Ninety One UK Ltd

$43.13B reported · 237 holdings listed · largest holding: GOOGL · +50 new · −38 exits · analysis · SEC ↗

Q1 2026
Apr 24 Pzena Investment Management Llc

$30.80B reported · 192 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 Retirement Systems of Alabama

$29.98B reported · 947 holdings listed · SEC ↗

Q1 2026
Apr 24 Keybank National Association/Oh

$27.38B reported · 1,889 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 24 USS Investment Management Ltd

$25.57B reported · 512 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 Strs Ohio

$25.21B reported · 2,118 holdings listed · SEC ↗

Q1 2026
Apr 24 Sumitomo Mitsui DS Asset Management Company, Ltd

$12.36B reported · 770 holdings listed · SEC ↗

Q1 2026
Apr 24 Boston Trust Walden Corp

$12.16B reported · 613 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 24 IFM Investors Pty Ltd

$11.99B reported · 689 holdings listed · SEC ↗

Q1 2026
Apr 24 Oppenheimer Asset Management Inc.

$8.76B reported · 3,203 holdings listed · 59 other managers included · SEC ↗

Q1 2026
Apr 24 Yousif Capital Management, Llc

$8.52B reported · 1,858 holdings listed · SEC ↗

Q1 2026
Apr 24 Vest Financial, LLC

$8.33B reported · 605 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 Oppenheimer & Co Inc

$8.21B reported · 1,683 holdings listed · SEC ↗

Q1 2026
Apr 24 Raiffeisen Bank International AG

$6.97B reported · 900 holdings listed · 6 other managers included · SEC ↗

Q1 2026
Apr 24 Deprince Race & Zollo Inc

$5.29B reported · 184 holdings listed · SEC ↗

Q1 2026
Apr 24 Conestoga Capital Advisors, LLC

$5.01B reported · 114 holdings listed · SEC ↗

Q1 2026
Apr 24 Chicago Capital, LLC

$3.71B reported · 355 holdings listed · SEC ↗

Q1 2026
Apr 24 Stock Yards Bank & Trust Co

$3.21B reported · 694 holdings listed · SEC ↗

Q1 2026
Apr 24 Lindsell Train Ltd

$3.14B reported · 27 holdings listed · SEC ↗

Q1 2026
Apr 24 Fulton Bank, N.A.

$2.84B reported · 928 holdings listed · SEC ↗

Q1 2026
Apr 24 Zwj Investment Counsel Inc

$2.77B reported · 241 holdings listed · SEC ↗

Q1 2026
Apr 24 Marathon Asset Management Ltd

$2.61B reported · 74 holdings listed · SEC ↗

Q1 2026
Apr 24 Capital Asset Advisory Services LLC

$2.61B reported · 299 holdings listed · SEC ↗

Q1 2026
Apr 24 Balentine LLC

$2.48B reported · 219 holdings listed · SEC ↗

Q1 2026
Apr 24 Ninety One SA (PTY) Ltd

$2.33B reported · 97 holdings listed · SEC ↗

Q1 2026
Apr 24 Ninety One North America, Inc.

$2.23B reported · 100 holdings listed · SEC ↗

Q1 2026
Apr 24 Root Financial Partners, LLC

$2.16B reported · 3,466 holdings listed · SEC ↗

Q1 2026
Apr 24 Cornerstone Wealth Management, LLC

$2.00B reported · 712 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 Oakworth Capital, Inc.

$1.89B reported · 1,253 holdings listed · SEC ↗

Q1 2026
Apr 24 Essex Financial Services, Inc.

$1.78B reported · 794 holdings listed · 8 other managers included · SEC ↗

Q1 2026
Apr 24 Trinity Street Asset Management LLP

$1.46B reported · 22 holdings listed · SEC ↗

Q1 2026
Apr 24 Alaska Permanent Capital Management, LLC

$1.43B reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 24 Narwhal Capital Management

$1.36B reported · 169 holdings listed · SEC ↗

Q1 2026
Apr 24 Charter Oak Capital Management, LLC

$1.29B reported · 211 holdings listed · SEC ↗

Q1 2026
Apr 24 Ledyard National Bank

$1.15B reported · 330 holdings listed · SEC ↗

Q1 2026
Apr 24 Means Investment Co., Inc.

$1.15B reported · 215 holdings listed · SEC ↗

Q1 2026
Apr 24 RKL Wealth Management LLC

$1.11B reported · 179 holdings listed · SEC ↗

Q1 2026
Apr 24 Abacus Wealth Partners, LLC

$1.10B reported · 504 holdings listed · SEC ↗

Q1 2026
Apr 24 Petersen Hastings Wealth Advisors Inc.

$1.09B reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 24 American National Bank & Trust

$1.05B reported · 615 holdings listed · SEC ↗

Q1 2026
Apr 24 Randolph Co Inc

$1.05B reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 24 Goldstone Financial Group, LLC

$922.27M reported · 229 holdings listed · SEC ↗

Q1 2026
Apr 24 TT International Asset Management LTD

$916.01M reported · 48 holdings listed · SEC ↗

Q1 2026
Apr 24 James Investment Research, Inc.

$891.24M reported · 359 holdings listed · SEC ↗

Q1 2026
Apr 24 Embree Financial Group

$849.16M reported · 265 holdings listed · SEC ↗

Q1 2026
Apr 24 Alaska Wealth Advisors, LLC

$832.81M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 24 Alley Investment Management Company, LLC

$821.03M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 24 Emerald Advisors, LLC

$807.58M reported · 125 holdings listed · SEC ↗

Q1 2026
Apr 24 Vision Capital Management, Inc.

$791.87M reported · 167 holdings listed · SEC ↗

Q1 2026
Apr 24 Slow Capital, Inc.

$770.00M reported · 104 holdings listed · SEC ↗

Q1 2026
Apr 24 Acorn Financial Advisory Services Inc /Adv

$729.82M reported · 215 holdings listed · SEC ↗

Q1 2026
Apr 24 Physician Wealth Advisors, Inc.

$718.52M reported · 12,118 holdings listed · SEC ↗

Q1 2026
← Previous Page 81 / 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