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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 8,201–8,300 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 EJMK Ventures LLC

$179.02M reported · 167 holdings listed · SEC ↗

Q1 2026
Apr 24 Semus Wealth Partners LLC

$178.99M reported · 111 holdings listed · SEC ↗

Q1 2026
Apr 24 Secured Retirement Advisors, Llc

$176.69M reported · 130 holdings listed · SEC ↗

Q1 2026
Apr 24 Bridge Generations Wealth Management Llc

$174.44M reported · 32 holdings listed · SEC ↗

Q1 2026
Apr 24 Saxony Capital Management, LLC

$172.34M reported · 161 holdings listed · SEC ↗

Q1 2026
Apr 24 Williams Financial, LLC

$171.79M reported · 25 holdings listed · SEC ↗

Q1 2026
Apr 24 Trust Investment Advisors

$171.40M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 24 Old Peak Finance LLC

$171.25M reported · 117 holdings listed · SEC ↗

Q1 2026
Apr 24 Cyr Financial Inc.

$169.91M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 24 Prospect Financial Services LLC

$163.80M reported · 104 holdings listed · SEC ↗

Q1 2026
Apr 24 Peoples Bank /Oh

$162.92M reported · 143 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 SummerHaven Investment Management, LLC

$162.88M reported · 193 holdings listed · SEC ↗

Q1 2026
Apr 24 Livet Wealth, LLC

$157.30M reported · 117 holdings listed · SEC ↗

Q1 2026
Apr 24 Syntax Research, Inc.

$157.15M reported · 192 holdings listed · SEC ↗

Q1 2026
Apr 24 DeLarme Wealth Management, Inc.

$155.26M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 24 Capstone Capital Llc

$155.26M reported · 22 holdings listed · SEC ↗

Q1 2026
Apr 24 Legend Financial Advisors, Inc.

$155.12M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 24 Elevate Capital Advisors, LLC

$154.61M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 24 American Institute for Advanced Investment…

$154.32M reported · 153 holdings listed · SEC ↗

Q1 2026
Apr 24 Blue Capital, Inc.

$153.11M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 24 Palouse Capital Management, Inc.

$151.24M reported · 135 holdings listed · SEC ↗

Q1 2026
Apr 24 Floyd Financial Group Llc

$149.99M reported · 68 holdings listed · SEC ↗

Q1 2026
Apr 24 Hemming& Wealth Management, Inc.

$143.23M reported · 15 holdings listed · SEC ↗

Q1 2026
Apr 24 Seek First Inc.

$141.89M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 24 Alexis Investment Partners, LLC

$140.98M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 24 Orca Wealth Management, LLC

$140.53M reported · 67 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 Petros Family Wealth, LLC

$140.31M reported · 398 holdings listed · 4 other managers included · SEC ↗

Q1 2026
Apr 24 Rexford Capital Inc

$140.19M reported · 316 holdings listed · SEC ↗

Q1 2026
Apr 24 CFC Planning Co LLC

$140.14M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 24 Center for Wealth Management Advisory

$138.87M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 24 Michels Family Financial, LLC

$138.65M reported · 139 holdings listed · SEC ↗

Q1 2026
Apr 24 DiPaolo Financial Group, Inc.

$137.40M reported · 45 holdings listed · SEC ↗

Q1 2026
Apr 24 URS Advisory LLC

$136.73M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 24 Cannon Advisors, Inc.

$134.87M reported · 87 holdings listed · SEC ↗

Q1 2026
Apr 24 Pw Advisors, Llc \ Fl

$133.49M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 24 WHI TRUST Co LLC

$132.74M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 24 Twin City Private Wealth, Llc

$131.84M reported · 96 holdings listed · SEC ↗

Q1 2026
Apr 24 Financial Life Planners

$130.44M reported · 367 holdings listed · SEC ↗

Q1 2026
Apr 24 True Blue Financial, Llc

$126.86M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 24 Kropog Financial Group, LLC

$123.09M reported · 33 holdings listed · SEC ↗

Q1 2026
Apr 24 Merited Wealth, LLC

$120.60M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 24 Prosperity Advisers, LLC

$120.33M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 24 Lubar & Co., Inc

$119.04M reported · 3 holdings listed · SEC ↗

Q1 2026
Apr 24 Stegent Equity Advisors, Inc.

$117.35M reported · 101 holdings listed · SEC ↗

Q1 2026
Apr 24 Severin Investments, LLC

$116.49M reported · 171 holdings listed · SEC ↗

Q1 2026
Apr 24 BLVD Private Wealth, LLC

$115.07M reported · 64 holdings listed · SEC ↗

Q1 2026
Apr 24 Bayban

$115.02M reported · 671 holdings listed · SEC ↗

Q1 2026
Apr 24 Eagle Bay Advisors LLC

$113.33M reported · 127 holdings listed · SEC ↗

Q1 2026
Apr 24 Wealth Care LLC

$112.57M reported · 67 holdings listed · SEC ↗

Q1 2026
Apr 24 LB Partners LLC

$111.54M reported · 37 holdings listed · SEC ↗

Q1 2026
Apr 24 Verus Wealth Management, Llc

$107.72M reported · 52 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 24 Mann Financial Group, Inc.

$106.21M reported · 31 holdings listed · SEC ↗

Q1 2026
Apr 24 Auctus Advisors Llc

$105.41M reported · 29 holdings listed · SEC ↗

Q1 2026
Apr 24 Reality Financial Planning Services, LLC

$103.63M reported · 20 holdings listed · SEC ↗

Q1 2026
Apr 24 Investment Management Trust, LLC

$102.60M reported · 82 holdings listed · SEC ↗

Q1 2026
Apr 24 Vision Financial Markets Llc

$102.47M reported · 425 holdings listed · SEC ↗

Q1 2026
Apr 24 Milfam Llc

$102.32M reported · 8 holdings listed · SEC ↗

Q1 2026
Apr 24 Rosenthal {-} Henry Capital Advisors, Inc.

$102.21M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 24 Vistica Wealth Advisors, LLC

$100.34M reported · 49 holdings listed · SEC ↗

Q1 2026
Apr 24 Partners Wealth Management, Llc

$97.05M reported · 109 holdings listed · SEC ↗

Q1 2026
Apr 24 JCSD Capital, LLC

$94.51M reported · 29 holdings listed · SEC ↗

Q1 2026
Apr 24 Sage Investment Counsel LLC

$90.14M reported · 127 holdings listed · SEC ↗

Q1 2026
Apr 24 DB&C Advisors, LLC

$76.96M reported · 67 holdings listed · SEC ↗

Q1 2026
Apr 24 Canaan Partners XI LLC

$76.07M reported · 3 holdings listed · SEC ↗

Q1 2026
Apr 24 Harrison Street Private Wealth LLC

$75.53M reported · 21 holdings listed · SEC ↗

Q1 2026
Apr 24 Luminist Capital LLC

$71.96M reported · 119 holdings listed · SEC ↗

Q1 2026
Apr 24 ProCore Advisors, LLC

$65.21M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 24 Bestgate Wealth Advisors, LLC

$55.44M reported · 45 holdings listed · SEC ↗

Q1 2026
Apr 24 Northwest Financial Advisors

$51.82M reported · 66 holdings listed · SEC ↗

Q1 2026
Apr 24 Cornerstone Partners Capital Management, Llc

$40.28M reported · 7 holdings listed · SEC ↗

Q1 2026
Apr 24 Heritage Investors Management Corp

$3.29M reported · 249 holdings listed · SEC ↗

Q1 2026
Apr 24 North Growth Management Ltd.

$653,265 reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 24 Bull Street Advisors, LLC

$201,928 reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 24 Lederer & Associates Investment Counsel/Ca

$141,186 reported · 83 holdings listed · SEC ↗

Q1 2026
Apr 24 Alken Asset Management Ltd

$55,510 reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 24 Boston Trust Walden Inc.

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Boston Trust Walden National Association

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Attestor Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Attestor Services Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 MarketDesk Indices LLC

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Limited Liability Co Raiffeisen Capital Management…

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Raiffeisen Kapitalanlage-Gesellschaft m.b.H.

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Key National Trust Co of Delaware

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Raiffeisen investicni spolecnost a.s.

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Raiffeisen Invest JSC

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 United Community Banks Inc

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Keybanc Capital Markets,Inc /Oh/

value not stated on cover page · SEC ↗

Q1 2026
Apr 24 Raiffeisen FUTURE a.d. Beograd DUDPF

value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Lansforsakringar Fondforvaltning AB (publ)

$19.12B reported · 554 holdings listed · SEC ↗

Q1 2026
Apr 23 Forum Financial Management, LP

$7.07B reported · 398 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 23 Farmers & Merchants Investments Inc

$3.62B reported · 1,760 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 Joel Isaacson & Co., LLC

$3.02B reported · 455 holdings listed · SEC ↗

Q1 2026
Apr 23 J.W. Cole Advisors, Inc.

$2.96B reported · 785 holdings listed · SEC ↗

Q1 2026
Apr 23 Peregrine Capital Management Llc

$2.70B reported · 290 holdings listed · SEC ↗

Q1 2026
Apr 23 Bell Bank

$2.36B reported · 232 holdings listed · SEC ↗

Q1 2026
Apr 23 Spinnaker Trust

$1.81B reported · 327 holdings listed · SEC ↗

Q1 2026
Apr 23 Courier Capital Llc amended

$1.79B reported · 385 holdings listed · SEC ↗

Q1 2026
Apr 23 Willis Johnson & Associates, Inc.

$1.72B reported · 197 holdings listed · SEC ↗

Q1 2026
Apr 23 Legacy Wealth Management, LLC

$1.71B reported · 30 holdings listed · SEC ↗

Q1 2026
Apr 23 North Star Investment Management Corp.

$1.65B reported · 1,700 holdings listed · SEC ↗

Q1 2026
← Previous Page 83 / 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