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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 8,001–8,100 of 11,582 individual filing documents

Jul 29 United Advisor Group, LLC

13F-HR · $947.65M reported · 544 holdings listed · SEC ↗

Q2 2026
Jul 29 MayTech Global Investments, LLC

13F-HR · $900.19M reported · 22 holdings listed · SEC ↗

Q2 2026
Jul 29 Valley National Advisers Inc

13F-HR · $899.76M reported · 1,057 holdings listed · SEC ↗

Q2 2026
Jul 29 Clayton, Dubilier & Rice, LLC

13F-HR · $894.97M reported · 2 holdings listed · SEC ↗

Q2 2026
Jul 29 Culbertson A N & Co Inc

13F-HR · $858.69M reported · 140 holdings listed · SEC ↗

Q2 2026
Jul 29 Evolution Wealth Advisors, LLC

13F-HR · $854.95M reported · 181 holdings listed · SEC ↗

Q2 2026
Jul 29 Rice Partnership, LLC

13F-HR · $823.95M reported · 171 holdings listed · SEC ↗

Q2 2026
Jul 29 Fund Resources Investment Holding Group Co Ltd

13F-HR · $817.03M reported · 7 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 Fund Resources Investment Holding Group Co Ltd

13F-HR/A · $817.03M reported · 7 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 Cornerstone Planning Group LLC

13F-HR · $794.11M reported · 1,867 holdings listed · SEC ↗

Q2 2026
Jul 29 Longbow Finance SA

13F-HR · $782.14M reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 29 SilverOak Wealth Management LLC

13F-HR · $776.50M reported · 126 holdings listed · SEC ↗

Q2 2026
Jul 29 Independent Solutions Wealth Management, LLC

13F-HR · $766.31M reported · 194 holdings listed · SEC ↗

Q2 2026
Jul 29 Sawgrass Asset Management Llc

13F-HR · $757.27M reported · 193 holdings listed · SEC ↗

Q2 2026
Jul 29 Heritage Investment Group, Inc.

13F-HR · $744.43M reported · 135 holdings listed · SEC ↗

Q2 2026
Jul 29 Hudson Edge Investment Partners Inc.

13F-HR · $731.97M reported · 123 holdings listed · SEC ↗

Q2 2026
Jul 29 Elgethun Capital Management

13F-HR · $717.83M reported · 174 holdings listed · SEC ↗

Q2 2026
Jul 29 Global Wealth Management Investment Advisory, Inc.

13F-HR · $702.74M reported · 160 holdings listed · SEC ↗

Q2 2026
Jul 29 Woodard & Co Asset Management Group Inc /Adv

13F-HR · $693.88M reported · 172 holdings listed · SEC ↗

Q2 2026
Jul 29 Beacon Capital Management, LLC

13F-HR · $682.52M reported · 175 holdings listed · SEC ↗

Q2 2026
Jul 29 Capital Management Corp /Va

13F-HR · $666.25M reported · 72 holdings listed · SEC ↗

Q2 2026
Jul 29 Cantillon Capital Management Llc

13F-HR · $665.11M reported · 27 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 Goodman Financial Corp

13F-HR · $646.97M reported · 73 holdings listed · SEC ↗

Q2 2026
Jul 29 Schmidt P J Investment Management Inc

13F-HR · $643.33M reported · 215 holdings listed · SEC ↗

Q2 2026
Jul 29 RAM Investment Partners, LLC

13F-HR · $625.27M reported · 127 holdings listed · SEC ↗

Q2 2026
Jul 29 Riggs Asset Managment Co. Inc.

13F-HR · $560.11M reported · 132 holdings listed · SEC ↗

Q2 2026
Jul 29 Moment Partners, LLC

13F-HR · $554.91M reported · 101 holdings listed · SEC ↗

Q2 2026
Jul 29 3Chopt Investment Partners, LLC

13F-HR · $532.10M reported · 274 holdings listed · SEC ↗

Q2 2026
Jul 29 Paragon Capital Management Ltd

13F-HR · $527.99M reported · 223 holdings listed · SEC ↗

Q2 2026
Jul 29 Curtis Advisory Group, LLC

13F-HR · $514.89M reported · 117 holdings listed · SEC ↗

Q2 2026
Jul 29 Navigation Group, LLC

13F-HR · $514.07M reported · 121 holdings listed · SEC ↗

Q2 2026
Jul 29 Nvwm, Llc

13F-HR · $496.31M reported · 992 holdings listed · SEC ↗

Q2 2026
Jul 29 Weaver Consulting Group

13F-HR · $487.74M reported · 297 holdings listed · SEC ↗

Q2 2026
Jul 29 Rfg Holdings, Inc.

13F-HR · $476.87M reported · 87 holdings listed · SEC ↗

Q2 2026
Jul 29 Paragon Advisors, LLC

13F-HR · $476.13M reported · 77 holdings listed · SEC ↗

Q2 2026
Jul 29 High Net Worth Advisory Group LLC

13F-HR · $470.70M reported · 250 holdings listed · SEC ↗

Q2 2026
Jul 29 PW Nova Financial Services LLC

13F-HR · $466.21M reported · 208 holdings listed · SEC ↗

Q2 2026
Jul 29 Marks Wealth, LLC

13F-HR · $461.94M reported · 19 holdings listed · SEC ↗

Q2 2026
Jul 29 Cordatus Wealth Management LLC

13F-HR · $455.33M reported · 168 holdings listed · SEC ↗

Q2 2026
Jul 29 Hourglass Capital, Llc

13F-HR · $453.90M reported · 127 holdings listed · SEC ↗

Q2 2026
Jul 29 Beam Wealth Advisors, Inc.

13F-HR/A · $453.42M reported · 117 holdings listed · SEC ↗

Q2 2026
Jul 29 Sagewood Asset Management LP

13F-HR · $442.05M reported · 432 holdings listed · SEC ↗

Q2 2026
Jul 29 Able Wealth Management LLC

13F-HR · $435.84M reported · 182 holdings listed · SEC ↗

Q2 2026
Jul 29 Luminvest Wealth Management LLC

13F-HR · $430.34M reported · 58 holdings listed · SEC ↗

Q2 2026
Jul 29 Ruedi Wealth Management, Inc.

13F-HR · $426.30M reported · 62 holdings listed · SEC ↗

Q2 2026
Jul 29 Prasad Wealth Partners, LLC

13F-HR · $415.56M reported · 160 holdings listed · SEC ↗

Q2 2026
Jul 29 WP Advisors, LLC

13F-HR · $413.33M reported · 119 holdings listed · SEC ↗

Q2 2026
Jul 29 Accretive Wealth Partners, LLC

13F-HR · $411.63M reported · 181 holdings listed · SEC ↗

Q2 2026
Jul 29 Tiff Advisory Services, Llc

13F-HR · $407.87M reported · 19 holdings listed · SEC ↗

Q2 2026
Jul 29 Headland Capital, LLC

13F-HR · $405.54M reported · 64 holdings listed · SEC ↗

Q2 2026
Jul 29 Quantum Private Wealth, LLC

13F-HR · $390.19M reported · 171 holdings listed · SEC ↗

Q2 2026
Jul 29 Smart Money Group LLC

13F-HR · $389.53M reported · 86 holdings listed · SEC ↗

Q2 2026
Jul 29 Vectors Research Management, LLC

13F-HR · $382.87M reported · 148 holdings listed · SEC ↗

Q2 2026
Jul 29 Gilliland Jeter Wealth Management LLC

13F-HR · $381.73M reported · 195 holdings listed · SEC ↗

Q2 2026
Jul 29 M. Kraus & Co

13F-HR · $376.89M reported · 87 holdings listed · SEC ↗

Q2 2026
Jul 29 Team Hewins, LLC

13F-HR · $365.54M reported · 40 holdings listed · SEC ↗

Q2 2026
Jul 29 Bank Of Stockton

13F-HR · $363.24M reported · 137 holdings listed · SEC ↗

Q2 2026
Jul 29 Alteri Wealth LLC

13F-HR · $362.14M reported · 296 holdings listed · SEC ↗

Q2 2026
Jul 29 Equita Financial Network, Inc.

13F-HR · $360.25M reported · 95 holdings listed · SEC ↗

Q2 2026
Jul 29 Core Wealth Management, Inc.

13F-HR · $355.75M reported · 42 holdings listed · SEC ↗

Q2 2026
Jul 29 Jacobsen Capital Management

13F-HR · $341.91M reported · 126 holdings listed · SEC ↗

Q2 2026
Jul 29 Amtrust Financial Services, Inc.

13F-HR · $336.45M reported · 15 holdings listed · SEC ↗

Q2 2026
Jul 29 Saiph Capital, LLC

13F-HR · $334.06M reported · 131 holdings listed · SEC ↗

Q2 2026
Jul 29 Slagle Financial, LLC

13F-HR · $333.85M reported · 127 holdings listed · SEC ↗

Q2 2026
Jul 29 Legacy Capital Group California, Inc.

13F-HR · $331.75M reported · 299 holdings listed · SEC ↗

Q2 2026
Jul 29 Morris Financial Concepts, Inc.

13F-HR · $326.12M reported · 204 holdings listed · SEC ↗

Q2 2026
Jul 29 Hapanowicz & Associates Financial Services, Inc

13F-HR · $321.48M reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 29 Powell Investment Advisors, LLC

13F-HR · $316.77M reported · 167 holdings listed · SEC ↗

Q2 2026
Jul 29 Tencap Wealth Coaching, LLC

13F-HR · $315.36M reported · 20 holdings listed · SEC ↗

Q2 2026
Jul 29 Stash Investments, LLC

13F-HR · $310.25M reported · 17 holdings listed · SEC ↗

Q2 2026
Jul 29 Funde Sino Life Insurance Co Ltd

13F-HR · $306.75M reported · 7 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 Highlander Partners, L.P.

13F-HR · $298.32M reported · 46 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 29 Advisory Solutions Group, LLC

13F-HR · $294.74M reported · 206 holdings listed · SEC ↗

Q2 2026
Jul 29 Iridian Asset Management Llc/Ct

13F-HR · $291.05M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 29 Resolute Capital, Llc

13F-HR · $289.80M reported · 72 holdings listed · SEC ↗

Q2 2026
Jul 29 Bourne Lent Asset Management Inc

13F-HR · $289.37M reported · 65 holdings listed · SEC ↗

Q2 2026
Jul 29 Family Capital Trust Co

13F-HR · $288.65M reported · 62 holdings listed · SEC ↗

Q2 2026
Jul 29 BKM Wealth Management, LLC

13F-HR · $282.36M reported · 148 holdings listed · SEC ↗

Q2 2026
Jul 29 Hubbell Strickland Wealth Management, LLC

13F-HR · $277.13M reported · 87 holdings listed · SEC ↗

Q2 2026
Jul 29 Westfuller Advisors, LLC

13F-HR · $274.71M reported · 770 holdings listed · SEC ↗

Q2 2026
Jul 29 Meramec Financial Planners, LLC

13F-HR · $273.71M reported · 581 holdings listed · SEC ↗

Q2 2026
Jul 29 Avalon Advisory Group

13F-HR · $270.77M reported · 14 holdings listed · SEC ↗

Q2 2026
Jul 29 New England Professional Planning Group Inc.

13F-HR · $267.93M reported · 50 holdings listed · SEC ↗

Q2 2026
Jul 29 FF Advisors,LLC

13F-HR · $267.03M reported · 123 holdings listed · SEC ↗

Q2 2026
Jul 29 Haven Private, LLC

13F-HR · $263.02M reported · 171 holdings listed · SEC ↗

Q2 2026
Jul 29 Heritage Family Offices, LLP

13F-HR · $258.94M reported · 233 holdings listed · SEC ↗

Q2 2026
Jul 29 Mach-1 Financial Group, LLC

13F-HR · $258.10M reported · 131 holdings listed · SEC ↗

Q2 2026
Jul 29 Darrow Company, Inc.

13F-HR · $258.07M reported · 58 holdings listed · SEC ↗

Q2 2026
Jul 29 Davidson Trust Co

13F-HR · $256.33M reported · 275 holdings listed · SEC ↗

Q2 2026
Jul 29 93 Financial Group, LLC

13F-HR · $253.33M reported · 9 holdings listed · SEC ↗

Q2 2026
Jul 29 I.G.Y. Ltd

13F-HR · $245.18M reported · 3 holdings listed · SEC ↗

Q2 2026
Jul 29 MRWM Advisors, LLC

13F-HR · $243.31M reported · 80 holdings listed · SEC ↗

Q2 2026
Jul 29 Miller Wealth Advisors, Llc

13F-HR/A · $236.62M reported · 122 holdings listed · SEC ↗

Q2 2026
Jul 29 Summit Place Financial Advisors, LLC

13F-HR · $228.31M reported · 110 holdings listed · SEC ↗

Q2 2026
Jul 29 Wingate Wealth Advisors, Inc.

13F-HR · $227.06M reported · 127 holdings listed · SEC ↗

Q2 2026
Jul 29 First Nebraska Trust Co

13F-HR · $226.38M reported · 88 holdings listed · SEC ↗

Q2 2026
Jul 29 Junk Investment Group, LLC

13F-HR · $225.91M reported · 97 holdings listed · SEC ↗

Q2 2026
Jul 29 Disciplined Equity Management, Inc.

13F-HR · $225.79M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 29 Guinness Atkinson Asset Management Inc

13F-HR · $223.05M reported · 107 holdings listed · SEC ↗

Q2 2026
Jul 29 Coign Capital Advisors LLC

13F-HR · $222.18M reported · 88 holdings listed · SEC ↗

Q2 2026
← Previous Page 81 / 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