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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 8,401–8,500 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 23 Quarry Hill Advisors, Llc

$243.05M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 23 SFG Wealth Management, LLC.

$242.90M reported · 100 holdings listed · SEC ↗

Q1 2026
Apr 23 WMG Financial Advisors, LLC

$239.73M reported · 177 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 SimpliFi, Inc.

$238.18M reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 23 Mid-American Wealth Advisory Group, Inc.

$236.71M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 23 Granite Harbor Advisors, Inc.

$229.08M reported · 129 holdings listed · SEC ↗

Q1 2026
Apr 23 Family Capital Management, Inc.

$224.89M reported · 104 holdings listed · SEC ↗

Q1 2026
Apr 23 626 Financial, LLC

$224.31M reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 23 Vista Investment Partners Ii, Llc

$222.79M reported · 157 holdings listed · SEC ↗

Q1 2026
Apr 23 Game Plan Financial Advisors, LLC

$222.23M reported · 348 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 Burrus Financial Services, Inc.

$218.48M reported · 11 holdings listed · SEC ↗

Q1 2026
Apr 23 Viewpoint Investment Partners Corp

$215.92M reported · 97 holdings listed · SEC ↗

Q1 2026
Apr 23 Private Wealth Group, LLC amended

$214.45M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 23 Finley Financial, LLC

$213.59M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 23 Johnson Wealth Management, LLC

$207.14M reported · 82 holdings listed · SEC ↗

Q1 2026
Apr 23 MN Wealth Advisors, LLC

$205.55M reported · 124 holdings listed · SEC ↗

Q1 2026
Apr 23 Marmo Financial Group, LLC

$201.89M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 23 Foundry Financial Group, Inc.

$201.55M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 23 West Bancorporation Inc

$200.43M reported · 98 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 Cross Staff Investments Inc

$197.41M reported · 128 holdings listed · SEC ↗

Q1 2026
Apr 23 waypoint wealth counsel

$193.39M reported · 350 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 Krm Wealth Management L.L.C.

$191.95M reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 23 Laurel Wealth Planning LLC

$189.57M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 23 Midwest Financial Partners Investments, Inc.

$188.57M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 23 Davidson Kahn Capital Management, LLC

$187.58M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 23 Merrion Investment Management Co, LLC

$186.07M reported · 109 holdings listed · SEC ↗

Q1 2026
Apr 23 Harbour Investment Management Llc

$184.16M reported · 101 holdings listed · SEC ↗

Q1 2026
Apr 23 HFG Wealth Management, LLC

$181.72M reported · 50 holdings listed · SEC ↗

Q1 2026
Apr 23 Klein Pavlis & Peasley Financial, Inc.

$180.86M reported · 93 holdings listed · SEC ↗

Q1 2026
Apr 23 McBroom & Associates, LLC

$179.54M reported · 36 holdings listed · SEC ↗

Q1 2026
Apr 23 Conscious Wealth Investments, Llc

$179.52M reported · 58 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 Element Squared LLC

$177.29M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 23 Sterling Wealth Advisors Inc

$175.36M reported · 20 holdings listed · SEC ↗

Q1 2026
Apr 23 Aegis Wealth Management LLC

$174.85M reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 23 Salus Financial Advisors, LLC

$171.49M reported · 34 holdings listed · SEC ↗

Q1 2026
Apr 23 Inman Jager Wealth Management, LLC

$171.14M reported · 84 holdings listed · SEC ↗

Q1 2026
Apr 23 Daviman Financial, LLC

$169.10M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 23 Catalina Capital Group, LLC

$167.90M reported · 176 holdings listed · SEC ↗

Q1 2026
Apr 23 Members Wealth Llc

$167.39M reported · 113 holdings listed · SEC ↗

Q1 2026
Apr 23 Greenhouse Wealth Management, LLC

$161.70M reported · 57 holdings listed · SEC ↗

Q1 2026
Apr 23 Blackston Financial Advisory Group, LLC

$159.53M reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 23 Three Magnolias Financial Advisors, LLC

$157.15M reported · 103 holdings listed · SEC ↗

Q1 2026
Apr 23 Columbia Advisory Partners Llc

$156.65M reported · 92 holdings listed · SEC ↗

Q1 2026
Apr 23 Lakewood Asset Management LLC

$156.43M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 23 Comprehensive Money Management Services LLC

$152.44M reported · 193 holdings listed · SEC ↗

Q1 2026
Apr 23 UG Investment Advisers Ltd.

$148.16M reported · 15 holdings listed · SEC ↗

Q1 2026
Apr 23 MQS Management LLC

$147.97M reported · 366 holdings listed · SEC ↗

Q1 2026
Apr 23 Lighthouse Wealth Management Inc.

$147.17M reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 23 KOM Wealth Management Group, LLC

$146.67M reported · 89 holdings listed · SEC ↗

Q1 2026
Apr 23 Sippican Capital Advisors

$146.13M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 23 Arbor Wealth Advisors LLC

$142.55M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 23 Avant Financial Advisors LLC

$142.24M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 23 Kagan Cocozza Asset Management

$142.12M reported · 69 holdings listed · SEC ↗

Q1 2026
Apr 23 Summer Road Llc

$142.03M reported · 24 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 Asset Planning,Inc

$140.68M reported · 301 holdings listed · SEC ↗

Q1 2026
Apr 23 KG Capital Management

$139.47M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 23 GraniteShares Advisors LLC

$138.83M reported · 90 holdings listed · SEC ↗

Q1 2026
Apr 23 Pine Brook Road Advisors, L.P.

$137.78M reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 23 Grand Central Investment Group

$135.18M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 23 Littlejohn Financial Services, Inc.

$133.11M reported · 61 holdings listed · SEC ↗

Q1 2026
Apr 23 Macco Financial Group, Inc.

$132.06M reported · 21 holdings listed · SEC ↗

Q1 2026
Apr 23 Graver Capital Management, LLC

$131.63M reported · 25 holdings listed · SEC ↗

Q1 2026
Apr 23 BXM Wealth LLC

$129.91M reported · 131 holdings listed · SEC ↗

Q1 2026
Apr 23 BluePrint Investing LLC

$125.61M reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 23 Kampmann Melissa S.

$124.60M reported · 82 holdings listed · SEC ↗

Q1 2026
Apr 23 Avise Financial Cooperative, Inc.

$120.86M reported · 102 holdings listed · SEC ↗

Q1 2026
Apr 23 Keenan, LLC

$118.54M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 23 Orca Investment Management, LLC

$117.59M reported · 57 holdings listed · SEC ↗

Q1 2026
Apr 23 Fairman Group, LLC

$116.98M reported · 327 holdings listed · SEC ↗

Q1 2026
Apr 23 NewCorp Financial Services, Inc.

$115.36M reported · 50 holdings listed · SEC ↗

Q1 2026
Apr 23 Fortune Financial Group, Inc.

$111.09M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 23 OakTrust Wealth Advisors, LLC

$109.85M reported · 68 holdings listed · 7 other managers included · SEC ↗

Q1 2026
Apr 23 Eagle Wealth Advisors LLC

$108.37M reported · 98 holdings listed · SEC ↗

Q1 2026
Apr 23 Perkins Capital Management Inc

$106.70M reported · 86 holdings listed · SEC ↗

Q1 2026
Apr 23 Figure 8 Investment Strategies Llc

$102.40M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 23 Traub Capital Management LLC

$100.83M reported · 130 holdings listed · SEC ↗

Q1 2026
Apr 23 Weber Capital Management Llc /Adv

$100.11M reported · 14 holdings listed · SEC ↗

Q1 2026
Apr 23 Unify Financial Advisors

$96.39M reported · 89 holdings listed · SEC ↗

Q1 2026
Apr 23 Oregon Pacific Wealth Management, LLC

$95.85M reported · 125 holdings listed · SEC ↗

Q1 2026
Apr 23 Catalyst Investment Management LLC

$90.23M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 23 Integrated Wealth Management

$87.20M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 23 Walleye Partners, LLC

$81.43M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 23 Omnitrust Wealth Management, Inc

$77.22M reported · 119 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 ICG Advisors, LLC amended

$25.60M reported · 4 holdings listed · SEC ↗

Q1 2026
Apr 23 iA Global Asset Management Inc.

$7.06M reported · 396 holdings listed · SEC ↗

Q1 2026
Apr 23 Analyst IMS Investment Management Services Ltd.

$3.30M reported · 214 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 23 PayPay Securities Corp

$2.89M reported · 301 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 Bank of Italy

$2.21M reported · 8 holdings listed · SEC ↗

Q1 2026
Apr 23 QV Investors Inc.

$1.24M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 23 Wendell David Associates Inc

$918,894 reported · 151 holdings listed · SEC ↗

Q1 2026
Apr 23 Shikiar Asset Management Inc

$346,807 reported · 104 holdings listed · SEC ↗

Q1 2026
Apr 23 Industrial Alliance Investment Management Inc.

$167,280 reported · 8 holdings listed · SEC ↗

Q1 2026
Apr 23 NJ State Employees Deferred Compensation Plan

value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
Apr 23 GREAT EASTERN TRUST PRIVATE Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Edge Financial Advisors LLC

value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Temasek Capital (Private) Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Abich Financial Wealth Management LLC

value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Seletar Investments Pte Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Aranda Investments Pte. Ltd.

value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Evans Investments Pte. Ltd.

value not stated on cover page · SEC ↗

Q1 2026
← Previous Page 85 / 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