★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CAI Caris Life… +13 +13 16
CIB Grupo Cibest S.A. +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
MZTI The Marzetti Company -5 −5 13
HAIN -5 −5 12
DECK Deckers Outdoor… -5 −5 17
IIIV i3 Verticals, Inc. -5 −5 9
HTHT H World Group… -5 −5 11

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 8,201–8,300 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 22 CPR Investments Inc.

$128.82M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 22 Elevate Capital Advisors, LLC

$125.46M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 22 PUREfi Wealth, LLC

$125.07M reported · 156 holdings listed · SEC ↗

Q2 2025
Jul 22 White & Co Financial Planning Inc

$125.05M reported · 19 holdings listed · SEC ↗

Q2 2025
Jul 22 Macroview Investment Management Llc

$122.93M reported · 94 holdings listed · SEC ↗

Q2 2025
Jul 22 Hickory Asset Management, Inc.

$120.92M reported · 91 holdings listed · SEC ↗

Q2 2025
Jul 22 Innovative Wealth Building LLC

$120.63M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 22 Orca Wealth Management, LLC

$118.74M reported · 95 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Willner & Heller, Llc

$118.74M reported · 152 holdings listed · SEC ↗

Q2 2025
Jul 22 Journey Beyond Wealth, LLC

$118.57M reported · 28 holdings listed · SEC ↗

Q2 2025
Jul 22 Tandem Investment Partners LLC

$114.67M reported · 69 holdings listed · SEC ↗

Q2 2025
Jul 22 Vested Financial Planning, LLC

$112.41M reported · 28 holdings listed · SEC ↗

Q2 2025
Jul 22 Stanich Group LLC

$111.63M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 22 DBK Financial Counsel, LLC

$110.62M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 22 James Reed Financial Services, Inc.

$110.20M reported · 18 holdings listed · SEC ↗

Q2 2025
Jul 22 Petros Family Wealth, LLC

$109.49M reported · 445 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 22 Kraematon Investment Advisors, Inc

$106.01M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 22 Measured Risk Portfolios, Inc.

$103.58M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 22 Figure 8 Investment Strategies Llc

$102.36M reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 22 Verus Wealth Management, Llc

$99.44M reported · 69 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Chung Wu Investment Group, LLC

$95.95M reported · 248 holdings listed · SEC ↗

Q2 2025
Jul 22 Red Mountain Financial, LLC amended

$90.08M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 22 Partners Wealth Management, Llc

$87.84M reported · 114 holdings listed · SEC ↗

Q2 2025
Jul 22 Sage Investment Counsel LLC

$86.26M reported · 122 holdings listed · SEC ↗

Q2 2025
Jul 22 Elser Financial Planning, Inc amended

$80.18M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 22 One Wealth Management Investment & Advisory…

$77.62M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 22 LDR Capital Management LLC

$77.28M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 22 Red Tree Management, LLC

$73.30M reported · 3 holdings listed · SEC ↗

Q2 2025
Jul 22 MAS Advisors LLC

$61.15M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 22 Cornerstone Partners Capital Management, Llc

$33.37M reported · 6 holdings listed · SEC ↗

Q2 2025
Jul 22 Acute Investment Advisory, Llc

$12.27M reported · 17 holdings listed · SEC ↗

Q2 2025
Jul 22 Evensky & Katz LLC

$1.64M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 22 Gsa Capital Partners Llp

$1.43M reported · 1,695 holdings listed · SEC ↗

Q2 2025
Jul 22 Appleton Partners Inc/Ma

$1.41M reported · 251 holdings listed · SEC ↗

Q2 2025
Jul 22 SOL Capital Management CO

$1.03M reported · 304 holdings listed · SEC ↗

Q2 2025
Jul 22 Bank Hapoalim Bm

$733,033 reported · 129 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Valley National Advisers Inc

$612,531 reported · 957 holdings listed · SEC ↗

Q2 2025
Jul 22 Olstein Capital Management, L.P.

$533,442 reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 22 Hunter Perkins Capital Management, LLC

$422,754 reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 22 USAdvisors Wealth Management, LLC

$269,051 reported · 135 holdings listed · SEC ↗

Q2 2025
Jul 22 Asset Planning Services Inc /La/ /Adv

$217,495 reported · 34 holdings listed · SEC ↗

Q2 2025
Jul 22 Integrated Capital Management, LLC

$208,486 reported · 60 holdings listed · SEC ↗

Q2 2025
Jul 22 Eads & Heald Wealth Management

$202,397 reported · 134 holdings listed · SEC ↗

Q2 2025
Jul 22 Yardley Wealth Management LLC

$182,859 reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 22 Fortitude Advisory Group L.L.C.

$175,005 reported · 218 holdings listed · SEC ↗

Q2 2025
Jul 22 Ampfield Management, L.P.

$133,848 reported · 5 holdings listed · SEC ↗

Q2 2025
Jul 22 Capita Financial Network

value not stated on cover page · SEC ↗

Q2 2025
Jul 22 HSBC International Trustee Ltd.

value not stated on cover page · SEC ↗

Q2 2025
Jul 22 WFG Capital Advisors LLC

value not stated on cover page · SEC ↗

Q2 2025
Jul 22 Johnson & Johnson Innovation - JJDC, Inc.

value not stated on cover page · SEC ↗

Q2 2025
Jul 22 Mitsubishi UFJ Securities Holdings Co., Ltd.

value not stated on cover page · SEC ↗

Q2 2025
Jul 22 Peilim Portfolio Management Ltd

value not stated on cover page · SEC ↗

Q2 2025
Jul 21 Mirae Asset Global Investments Co., Ltd.

$28.68B reported · 1,816 holdings listed · 3 other managers included · analysis · SEC ↗

Q2 2025
Jul 21 Credential Qtrade Securities Inc. 23 reports combined

$25.66B reported · 7,653 holdings listed · SEC ↗

Jul 21–Jul 21
Jul 21 Qrg Capital Management, Inc.

$11.46B reported · 1,117 holdings listed · SEC ↗

Q2 2025
Jul 21 Vaughan Nelson Investment Management, L.P.

$10.67B reported · 678 holdings listed · 9 other managers included · SEC ↗

Q2 2025
Jul 21 ASR Vermogensbeheer N.V.

$7.71B reported · 557 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 21 Cliftonlarsonallen Wealth Advisors, Llc

$5.96B reported · 202 holdings listed · SEC ↗

Q2 2025
Jul 21 J. Safra Sarasin Holding AG

$5.79B reported · 1,191 holdings listed · 8 other managers included · SEC ↗

Q2 2025
Jul 21 Copeland Capital Management, LLC

$4.86B reported · 459 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 21 Empirical Financial Services, LLC d.b.a. Empirical…

$4.43B reported · 984 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc. 18 reports combined

$4.29B reported · 4,236 holdings listed · SEC ↗

Jul 21–Jul 21
Jul 21 Metropolis Capital Ltd

$3.15B reported · 17 holdings listed · SEC ↗

Q2 2025
Jul 21 Hennessy Advisors Inc

$3.00B reported · 340 holdings listed · SEC ↗

Q2 2025
Jul 21 Stock Yards Bank & Trust Co

$2.99B reported · 665 holdings listed · SEC ↗

Q2 2025
Jul 21 Zwj Investment Counsel Inc

$2.69B reported · 241 holdings listed · SEC ↗

Q2 2025
Jul 21 Ascent Group, LLC

$2.57B reported · 2,609 holdings listed · 9 other managers included · SEC ↗

Q2 2025
Jul 21 Hardman Johnston Global Advisors LLC

$2.26B reported · 73 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 21 Ameritas Advisory Services, LLC

$1.92B reported · 2,841 holdings listed · SEC ↗

Q2 2025
Jul 21 Sageworth Trust Co

$1.81B reported · 98 holdings listed · SEC ↗

Q2 2025
Jul 21 Segment Wealth Management, LLC

$1.58B reported · 286 holdings listed · SEC ↗

Q2 2025
Jul 21 Platinum Investment Management Ltd

$1.50B reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 21 Polaris Capital Management, LLC

$1.50B reported · 92 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 21 WT Asset Management Ltd

$1.43B reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 21 1900 Wealth Management Llc

$1.32B reported · 214 holdings listed · SEC ↗

Q2 2025
Jul 21 Quent Capital, LLC

$1.08B reported · 1,421 holdings listed · SEC ↗

Q2 2025
Jul 21 Tanglewood Wealth Management, Inc.

$1.01B reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 21 Asset Advisors Investment Management, LLC

$1.01B reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 21 Verus Financial Partners, Inc.

$981.49M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 21 Barton Investment Management

$965.13M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 21 Jackson Wealth Management, LLC

$918.93M reported · 168 holdings listed · SEC ↗

Q2 2025
Jul 21 Orange Investment Advisors, Inc.

$913.44M reported · 175 holdings listed · SEC ↗

Q2 2025
Jul 21 Synergy Asset Management, LLC

$874.28M reported · 185 holdings listed · SEC ↗

Q2 2025
Jul 21 Patriot Financial Group Insurance Agency, LLC

$871.36M reported · 536 holdings listed · SEC ↗

Q2 2025
Jul 21 Ntv Asset Management Llc

$836.78M reported · 285 holdings listed · SEC ↗

Q2 2025
Jul 21 Mattern Capital Management, Llc

$832.41M reported · 170 holdings listed · SEC ↗

Q2 2025
Jul 21 Greenwood Capital Associates Llc

$803.92M reported · 249 holdings listed · SEC ↗

Q2 2025
Jul 21 Portfolio Strategies, Inc.

$767.58M reported · 52 holdings listed · SEC ↗

Q2 2025
Jul 21 Consolidated Investment Group LLC

$746.58M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 21 Wallington Asset Management, LLC

$710.83M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 21 Abacus Planning Group, Inc. amended

$672.46M reported · 248 holdings listed · SEC ↗

Q2 2025
Jul 21 Exchange Capital Management, Inc.

$670.02M reported · 206 holdings listed · SEC ↗

Q2 2025
Jul 21 Crews Bank & Trust

$635.25M reported · 618 holdings listed · SEC ↗

Q2 2025
Jul 21 Hudson Edge Investment Partners Inc.

$584.44M reported · 91 holdings listed · SEC ↗

Q2 2025
Jul 21 111 Capital

$581.62M reported · 497 holdings listed · SEC ↗

Q2 2025
Jul 21 West Financial Advisors, LLC

$574.71M reported · 207 holdings listed · SEC ↗

Q2 2025
Jul 21 Fortis Capital Advisors, LLC

$559.15M reported · 240 holdings listed · SEC ↗

Q2 2025
Jul 21 Rainey & Randall Wealth Advisors Inc.

$546.14M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 21 Matauro, Llc

$532.64M reported · 136 holdings listed · SEC ↗

Q2 2025
Jul 21 Vanderbilt University

$529.95M reported · 77 holdings listed · SEC ↗

Q2 2025
← Previous Page 83 / 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