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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
RNA +64 +64 65
MDA MDA Space Ltd +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 8,101–8,200 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 24 KPP Advisory Services LLC

$688.59M reported · 349 holdings listed · SEC ↗

Q1 2026
Apr 24 Horizon Wealth Management, LLC

$682.19M reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 24 Mitchell Mcleod Pugh & Williams Inc

$677.61M reported · 360 holdings listed · SEC ↗

Q1 2026
Apr 24 Smithbridge Asset Management Inc/De

$674.20M reported · 183 holdings listed · SEC ↗

Q1 2026
Apr 24 Marquette Asset Management, LLC

$669.10M reported · 796 holdings listed · SEC ↗

Q1 2026
Apr 24 TSG Advice Partners, LLC

$667.39M reported · 135 holdings listed · SEC ↗

Q1 2026
Apr 24 Triasima Portfolio Management inc.

$661.48M reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 24 Capricorn Fund Managers Ltd

$641.43M reported · 114 holdings listed · SEC ↗

Q1 2026
Apr 24 CHICAGO TRUST Co NA

$625.69M reported · 663 holdings listed · SEC ↗

Q1 2026
Apr 24 Tarbox Family Office, Inc.

$615.76M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 24 FRG Family Wealth Advisors LLC

$610.54M reported · 157 holdings listed · SEC ↗

Q1 2026
Apr 24 Patten Group, Inc.

$575.28M reported · 296 holdings listed · SEC ↗

Q1 2026
Apr 24 Black Swift Group, LLC

$571.05M reported · 117 holdings listed · SEC ↗

Q1 2026
Apr 24 XXEC, Inc. amended

$570.58M reported · 23 holdings listed · SEC ↗

Q1 2026
Apr 24 Essex LLC

$566.46M reported · 175 holdings listed · SEC ↗

Q1 2026
Apr 24 Key FInancial Inc

$561.79M reported · 1,440 holdings listed · SEC ↗

Q1 2026
Apr 24 North Point Portfolio Managers Corp/Oh

$561.45M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 24 Deltec Asset Management Llc

$545.37M reported · 235 holdings listed · SEC ↗

Q1 2026
Apr 24 Magnolia Group, Llc

$537.51M reported · 12 holdings listed · SEC ↗

Q1 2026
Apr 24 ERn Financial, LLC

$531.78M reported · 150 holdings listed · SEC ↗

Q1 2026
Apr 24 Keb Asset Management, Llc

$521.95M reported · 97 holdings listed · SEC ↗

Q1 2026
Apr 24 Shah Capital Management

$521.23M reported · 11 holdings listed · SEC ↗

Q1 2026
Apr 24 Family Investment Center, Inc.

$519.61M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 24 BetterWealth, LLC

$509.76M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 24 Canton Hathaway, LLC

$495.65M reported · 268 holdings listed · SEC ↗

Q1 2026
Apr 24 Wagner Wealth Management, LLC

$495.22M reported · 279 holdings listed · SEC ↗

Q1 2026
Apr 24 Kendall Capital Management

$487.95M reported · 231 holdings listed · SEC ↗

Q1 2026
Apr 24 Clarity Wealth Advisors, LLC

$486.37M reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 24 Phraction Management LLC

$482.88M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 24 Stokes Capital Advisors, LLC amended

$446.01M reported · 161 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 Pinion Investment Advisors, LLC

$428.26M reported · 181 holdings listed · SEC ↗

Q1 2026
Apr 24 Atlas Private Wealth Advisors

$424.76M reported · 132 holdings listed · SEC ↗

Q1 2026
Apr 24 RIA Advisory Group LLC

$420.71M reported · 145 holdings listed · SEC ↗

Q1 2026
Apr 24 Franklin, Parlapiano, Turner & Welch, LLC

$419.70M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 24 Stevens Capital Partners

$415.88M reported · 166 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 TSP Capital Management Group, LLC

$409.84M reported · 45 holdings listed · SEC ↗

Q1 2026
Apr 24 Attestor Capital Ltd

$379.54M reported · 9 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 24 Able Wealth Management LLC

$374.03M reported · 138 holdings listed · SEC ↗

Q1 2026
Apr 24 Peregrine Asset Advisers, Inc.

$371.32M reported · 189 holdings listed · SEC ↗

Q1 2026
Apr 24 Newton One Investments LLC

$368.49M reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 24 Argent Advisors, Inc.

$366.20M reported · 173 holdings listed · SEC ↗

Q1 2026
Apr 24 Advanced Asset Management Advisors Inc

$362.02M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 24 Squire Investment Management Company, LLC

$359.77M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 24 Greystone Financial Group, LLC

$353.34M reported · 78 holdings listed · SEC ↗

Q1 2026
Apr 24 Swmg, Llc

$350.18M reported · 120 holdings listed · SEC ↗

Q1 2026
Apr 24 Carmel Capital Management L.L.C.

$349.19M reported · 25 holdings listed · SEC ↗

Q1 2026
Apr 24 Gilliland Jeter Wealth Management LLC

$337.58M reported · 184 holdings listed · SEC ↗

Q1 2026
Apr 24 Greenfield Seitz Capital Management, LLC

$331.56M reported · 111 holdings listed · SEC ↗

Q1 2026
Apr 24 Whelan Financial

$322.11M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 24 Interchange Capital Partners, LLC

$316.63M reported · 309 holdings listed · SEC ↗

Q1 2026
Apr 24 Heritage Oak Wealth Advisors Llc

$314.66M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 24 Medallion Wealth Advisors, LLC

$306.25M reported · 12,534 holdings listed · SEC ↗

Q1 2026
Apr 24 United Community Bank

$299.92M reported · 565 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 Lynch Asset Management, Inc.

$298.19M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 24 Berkeley, Inc

$298.06M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 24 Jacobsen Capital Management

$296.12M reported · 124 holdings listed · SEC ↗

Q1 2026
Apr 24 Royal Harbor Partners, LLC

$295.37M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 24 Bishop & Co Investment Management, LLC

$291.52M reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 24 Enzi Wealth

$288.06M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 24 Lazari Capital Management, Inc.

$287.45M reported · 175 holdings listed · SEC ↗

Q1 2026
Apr 24 Mills Wealth Advisors LLC

$286.28M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 24 Muzinich & Co., Inc.

$285.90M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 24 Vertrix Wealth Management, LLC

$271.52M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 24 Tcfg Wealth Management, Llc

$267.47M reported · 274 holdings listed · SEC ↗

Q1 2026
Apr 24 Crux Wealth Advisors

$260.63M reported · 181 holdings listed · SEC ↗

Q1 2026
Apr 24 Letson Investment Management, Inc.

$260.27M reported · 101 holdings listed · SEC ↗

Q1 2026
Apr 24 Eagle Bluffs Wealth Management LLC

$256.67M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 24 Bayshore Asset Management, Llc

$251.21M reported · 40 holdings listed · SEC ↗

Q1 2026
Apr 24 NavPoint Financial, Inc.

$247.30M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 24 Iridian Asset Management Llc/Ct

$246.70M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 24 Flagship Private Wealth, LLC

$246.36M reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 24 Mitchell & Pahl Private Wealth, Llc

$246.30M reported · 145 holdings listed · SEC ↗

Q1 2026
Apr 24 Equinox Partners Investment Management LLC

$245.40M reported · 11 holdings listed · SEC ↗

Q1 2026
Apr 24 School Employees Retirement Board Of Ohio

$245.28M reported · 6 holdings listed · SEC ↗

Q1 2026
Apr 24 TKG Advisors, LLC

$241.89M reported · 89 holdings listed · SEC ↗

Q1 2026
Apr 24 Foronjy Financial Llc

$240.56M reported · 97 holdings listed · SEC ↗

Q1 2026
Apr 24 GPM Growth Investors, Inc.

$237.86M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 24 Redwood Wealth Management Group, LLC

$231.53M reported · 179 holdings listed · SEC ↗

Q1 2026
Apr 24 rebel Financial LLC

$230.61M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 24 Barnes Pettey Financial Advisors, Llc

$229.45M reported · 156 holdings listed · SEC ↗

Q1 2026
Apr 24 Cane Capital Partners, LLC

$229.28M reported · 131 holdings listed · SEC ↗

Q1 2026
Apr 24 Keystone Global Partners, LLC

$225.31M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 24 Wd Rutherford Llc

$225.03M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 24 Seamount Financial Group Inc

$221.86M reported · 135 holdings listed · SEC ↗

Q1 2026
Apr 24 Woodward Diversified Capital, Llc

$219.80M reported · 181 holdings listed · SEC ↗

Q1 2026
Apr 24 Midwest Capital Advisors, LLC

$214.00M reported · 199 holdings listed · SEC ↗

Q1 2026
Apr 24 Innova Wealth Partners

$211.29M reported · 167 holdings listed · SEC ↗

Q1 2026
Apr 24 Lynx Investment Advisory

$209.24M reported · 400 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 ELCO Management Co., LLC

$208.41M reported · 181 holdings listed · SEC ↗

Q1 2026
Apr 24 Reliant Investment Management, LLC

$207.49M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 24 CIBRA Capital Ltd

$207.21M reported · 25 holdings listed · SEC ↗

Q1 2026
Apr 24 4Thought Financial Group Inc.

$202.22M reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 24 Bellevue Asset Management, Llc

$199.84M reported · 369 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 Crown Oak Advisors, LLC

$199.36M reported · 23 holdings listed · SEC ↗

Q1 2026
Apr 24 Cassia Capital Partners, LLC

$194.43M reported · 67 holdings listed · SEC ↗

Q1 2026
Apr 24 Fortitude Financial, LLC

$188.98M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 24 Jones Kertz & Associates, Inc.

$188.34M reported · 66 holdings listed · SEC ↗

Q1 2026
Apr 24 Axis Wealth Partners, LLC

$188.09M reported · 207 holdings listed · SEC ↗

Q1 2026
Apr 24 Greater Midwest Financial Group, LLC

$186.13M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 24 Walker Asset Management, LLC

$184.93M reported · 145 holdings listed · SEC ↗

Q1 2026
← Previous Page 82 / 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