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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
8,56813F-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
RKLB Rocket Lab USA, Inc. +14 +14 17
CHYM Chime Financial… +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
IBP Installed Building… -5 −5 12
DD DuPont de Nemours… -5 −5 21
MZTI The Marzetti Company -5 −5 13
DECK Deckers Outdoor… -5 −5 17
IIIV i3 Verticals, Inc. -5 −5 9

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 8,601–8,700 of 10,673 individual filing documents

Jul 22 Composition Wealth, LLC

13F-HR · $5.95B reported · 721 holdings listed · SEC ↗

Q2 2025
Jul 22 Old National Bancorp /In/

13F-HR · $5.62B reported · 1,242 holdings listed · SEC ↗

Q2 2025
Jul 22 Capital Advisors Inc/Ok

13F-HR · $5.57B reported · 339 holdings listed · SEC ↗

Q2 2025
Jul 22 Fenimore Asset Management Inc

13F-HR · $5.01B reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 22 Gf Fund Management Co. Ltd.

13F-HR · $4.97B reported · 660 holdings listed · SEC ↗

Q2 2025
Jul 22 Donor Advised Charitable Giving, Inc.

13F-HR · $4.88B reported · 38 holdings listed · SEC ↗

Q2 2025
Jul 22 Wealthcare Advisory Partners LLC

13F-HR · $4.38B reported · 969 holdings listed · SEC ↗

Q2 2025
Jul 22 Valeo Financial Advisors, LLC

13F-HR · $4.16B reported · 799 holdings listed · SEC ↗

Q2 2025
Jul 22 GRIMES & Co WEALTH MANAGEMENT, LLC

13F-HR · $3.67B reported · 476 holdings listed · SEC ↗

Q2 2025
Jul 22 Boston Common Asset Management, LLC

13F-HR · $3.57B reported · 311 holdings listed · SEC ↗

Q2 2025
Jul 22 Simplicity Wealth,LLC

13F-HR · $2.40B reported · 585 holdings listed · SEC ↗

Q2 2025
Jul 22 Belpointe Asset Management LLC

13F-HR · $2.40B reported · 935 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Steele Capital Management, Inc.

13F-HR · $2.08B reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 22 Apexium Financial, LP

13F-HR · $1.88B reported · 278 holdings listed · SEC ↗

Q2 2025
Jul 22 Highland Capital Management, Llc

13F-HR · $1.85B reported · 405 holdings listed · SEC ↗

Q2 2025
Jul 22 Confluence Wealth Services, Inc.

13F-HR · $1.83B reported · 360 holdings listed · SEC ↗

Q2 2025
Jul 22 Checchi Capital Advisers, LLC

13F-HR · $1.79B reported · 578 holdings listed · SEC ↗

Q2 2025
Jul 22 Clarius Group, LLC

13F-HR · $1.72B reported · 480 holdings listed · SEC ↗

Q2 2025
Jul 22 Knights of Columbus Asset Advisors LLC

13F-HR · $1.65B reported · 368 holdings listed · SEC ↗

Q2 2025
Jul 22 Berger Financial Group, Inc

13F-HR · $1.55B reported · 419 holdings listed · SEC ↗

Q2 2025
Jul 22 Cullinan Associates Inc

13F-HR · $1.52B reported · 210 holdings listed · SEC ↗

Q2 2025
Jul 22 Woodmont Investment Counsel Llc

13F-HR · $1.52B reported · 276 holdings listed · SEC ↗

Q2 2025
Jul 22 Vantage Investment Partners, LLC

13F-HR · $1.37B reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 22 Sage Financial Group Inc

13F-HR · $1.35B reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 22 HS Management Partners, LLC

13F-HR/A · $1.23B reported · 25 holdings listed · SEC ↗

Q2 2025
Jul 22 Penobscot Investment Management Company, Inc.

13F-HR · $1.17B reported · 310 holdings listed · SEC ↗

Q2 2025
Jul 22 LGT Fund Management Co Ltd.

13F-HR · $1.14B reported · 234 holdings listed · SEC ↗

Q2 2025
Jul 22 Gemmer Asset Management LLC

13F-HR · $1.13B reported · 165 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 DT Investment Partners, LLC

13F-HR · $1.11B reported · 575 holdings listed · SEC ↗

Q2 2025
Jul 22 Marks Group Wealth Management, Inc

13F-HR · $1.08B reported · 467 holdings listed · SEC ↗

Q2 2025
Jul 22 Talbot Financial, LLC

13F-HR · $1.06B reported · 64 holdings listed · SEC ↗

Q2 2025
Jul 22 MBL Wealth, LLC

13F-HR · $1.05B reported · 274 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 22 Fishman Jay A Ltd/Mi

13F-HR · $1.04B reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 22 Awm Capital, Llc

13F-HR · $950.60M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 22 Berkshire Money Management, Inc.

13F-HR · $950.27M reported · 167 holdings listed · SEC ↗

Q2 2025
Jul 22 Wealthcare Capital Management Llc

13F-HR · $945.87M reported · 78 holdings listed · SEC ↗

Q2 2025
Jul 22 Global Strategic Investment Solutions, LLC

13F-HR · $935.95M reported · 152 holdings listed · SEC ↗

Q2 2025
Jul 22 Running Oak Capital LLC

13F-HR · $899.55M reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 22 Relyea Zuckerberg Hanson LLC

13F-HR · $853.28M reported · 259 holdings listed · SEC ↗

Q2 2025
Jul 22 Red Door Wealth Management, LLC

13F-HR · $837.77M reported · 275 holdings listed · SEC ↗

Q2 2025
Jul 22 Romano Brothers And Company

13F-HR · $808.81M reported · 308 holdings listed · SEC ↗

Q2 2025
Jul 22 Sendero Wealth Management, LLC

13F-HR · $801.55M reported · 293 holdings listed · 8 other managers included · SEC ↗

Q2 2025
Jul 22 Northcape Capital Pty Ltd

13F-HR · $785.66M reported · 8 holdings listed · SEC ↗

Q2 2025
Jul 22 Marietta Wealth Management, LLC

13F-HR · $766.89M reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 22 Strid Group, LLC

13F-HR · $711.11M reported · 63 holdings listed · SEC ↗

Q2 2025
Jul 22 Jamison Private Wealth Management, Inc.

13F-HR · $696.51M reported · 197 holdings listed · SEC ↗

Q2 2025
Jul 22 HERALD INVESTMENT MANAGEMENT Ltd

13F-HR · $674.26M reported · 94 holdings listed · SEC ↗

Q2 2025
Jul 22 Gratus Wealth Advisors, LLC

13F-HR · $660.45M reported · 130 holdings listed · SEC ↗

Q2 2025
Jul 22 Sava Infond d.o.o.

13F-HR · $639.90M reported · 216 holdings listed · SEC ↗

Q2 2025
Jul 22 Unique Wealth, Llc

13F-HR · $619.28M reported · 174 holdings listed · SEC ↗

Q2 2025
Jul 22 Ellenbecker Investment Group

13F-HR · $619.03M reported · 119 holdings listed · SEC ↗

Q2 2025
Jul 22 Compass Financial Group, INC/SD

13F-HR · $609.85M reported · 99 holdings listed · SEC ↗

Q2 2025
Jul 22 Warwick Investment Management, Inc.

13F-HR · $515.49M reported · 122 holdings listed · SEC ↗

Q2 2025
Jul 22 Iowa State Bank

13F-HR · $502.07M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 22 Oak Hill Wealth Advisors, Llc

13F-HR · $482.49M reported · 145 holdings listed · SEC ↗

Q2 2025
Jul 22 Cedar Mountain Advisors, LLC

13F-HR · $481.22M reported · 366 holdings listed · SEC ↗

Q2 2025
Jul 22 Chemung Canal Trust Co

13F-HR · $476.19M reported · 210 holdings listed · SEC ↗

Q2 2025
Jul 22 Foguth Wealth Management, LLC.

13F-HR · $467.41M reported · 139 holdings listed · SEC ↗

Q2 2025
Jul 22 Net Worth Advisory Group

13F-HR · $451.17M reported · 426 holdings listed · SEC ↗

Q2 2025
Jul 22 Keudell/Morrison Wealth Management

13F-HR · $450.66M reported · 228 holdings listed · SEC ↗

Q2 2025
Jul 22 Mascoma Wealth Management LLC

13F-HR · $430.68M reported · 465 holdings listed · SEC ↗

Q2 2025
Jul 22 Aspire Private Capital, LLC

13F-HR · $430.22M reported · 179 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Duncan Williams Asset Management, LLC

13F-HR · $427.76M reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 22 Kickstand Ventures, Llc.

13F-HR · $427.76M reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 22 Diligent Investors, LLC

13F-HR · $422.15M reported · 335 holdings listed · SEC ↗

Q2 2025
Jul 22 JSF Financial, LLC

13F-HR · $420.77M reported · 128 holdings listed · SEC ↗

Q2 2025
Jul 22 Plimoth Trust Co Llc

13F-HR · $417.01M reported · 310 holdings listed · SEC ↗

Q2 2025
Jul 22 Noble Family Wealth, LLC

13F-HR · $409.25M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 22 Legacy Trust

13F-HR · $407.70M reported · 144 holdings listed · SEC ↗

Q2 2025
Jul 22 Genworth Financial Inc

13F-HR · $407.66M reported · 2 holdings listed · SEC ↗

Q2 2025
Jul 22 Beacon Financial Advisory LLC

13F-HR · $386.69M reported · 353 holdings listed · SEC ↗

Q2 2025
Jul 22 Capital City Trust Co/Fl

13F-HR · $385.56M reported · 194 holdings listed · SEC ↗

Q2 2025
Jul 22 Three Bridge Wealth Advisors, LLC

13F-HR · $379.50M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 22 Aquire Wealth Advisors, LLC

13F-HR · $372.08M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 22 Hill Island Financial Llc

13F-HR · $358.55M reported · 76 holdings listed · SEC ↗

Q2 2025
Jul 22 O'Keefe Stevens Advisory, Inc.

13F-HR · $355.67M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 22 Bay Harbor Wealth Management, LLC

13F-HR · $344.82M reported · 1,275 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Iron Horse Wealth Management, LLC

13F-HR · $339.00M reported · 591 holdings listed · SEC ↗

Q2 2025
Jul 22 D.B. Root & Company, LLC

13F-HR · $338.73M reported · 190 holdings listed · SEC ↗

Q2 2025
Jul 22 Legacy CG, LLC

13F-HR · $335.57M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 22 Johnson & Johnson

13F-HR · $334.10M reported · 20 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Srh Advisors, Llc

13F-HR · $328.81M reported · 268 holdings listed · SEC ↗

Q2 2025
Jul 22 Wells Trecaso Financial Group, LLC

13F-HR · $323.91M reported · 111 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Jul 22 Brown Miller Wealth Management, LLC

13F-HR · $321.87M reported · 273 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 22 Duncan Williams Asset Management, LLC

13F-HR/A · $316.81M reported · 154 holdings listed · SEC ↗

Q2 2025
Jul 22 Glassy Mountain Advisors, Inc.

13F-HR · $310.68M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 22 Joule Financial, LLC

13F-HR · $308.01M reported · 108 holdings listed · SEC ↗

Q2 2025
Jul 22 Comprehensive Financial Consultants Institutional…

13F-HR · $304.75M reported · 182 holdings listed · SEC ↗

Q2 2025
Jul 22 BridgePort Financial Solutions, LLC

13F-HR · $300.88M reported · 197 holdings listed · SEC ↗

Q2 2025
Jul 22 FFG Partners, LLC

13F-HR · $300.79M reported · 33 holdings listed · SEC ↗

Q2 2025
Jul 22 Accel Wealth Management

13F-HR · $299.60M reported · 269 holdings listed · SEC ↗

Q2 2025
Jul 22 Kercheville Advisors, LLC

13F-HR · $289.72M reported · 105 holdings listed · SEC ↗

Q2 2025
Jul 22 Windward Private Wealth Management Inc.

13F-HR · $277.32M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 22 Financial Insights, Inc.

13F-HR · $273.78M reported · 127 holdings listed · SEC ↗

Q2 2025
Jul 22 Powell Investment Advisors, LLC

13F-HR · $266.58M reported · 167 holdings listed · SEC ↗

Q2 2025
Jul 22 Hillman Co

13F-HR · $262.86M reported · 14 holdings listed · SEC ↗

Q2 2025
Jul 22 Siligmueller & Norvid Wealth Advisors LLC

13F-HR · $257.51M reported · 95 holdings listed · SEC ↗

Q2 2025
Jul 22 Global Assets Advisory, LLC

13F-HR · $256.18M reported · 221 holdings listed · SEC ↗

Q2 2025
Jul 22 Realta Investment Advisors

13F-HR · $253.07M reported · 302 holdings listed · SEC ↗

Q2 2025
Jul 22 Kessler Investment Group, LLC

13F-HR · $243.53M reported · 213 holdings listed · SEC ↗

Q2 2025
← Previous Page 87 / 107 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