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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 8,601–8,700 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 22 Aspire Capital Advisors LLC

$444.13M reported · 122 holdings listed · SEC ↗

Q1 2026
Apr 22 Coston, McIsaac & Partners

$443.50M reported · 941 holdings listed · SEC ↗

Q1 2026
Apr 22 Aspire Private Capital, LLC

$443.05M reported · 292 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Detalus Advisors, LLC

$437.88M reported · 186 holdings listed · SEC ↗

Q1 2026
Apr 22 Mason & Associates, LLC

$436.70M reported · 44 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Gagnon Securities Llc

$433.21M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 22 Hurlow Wealth Management Group, Inc.

$420.09M reported · 120 holdings listed · SEC ↗

Q1 2026
Apr 22 Harrell Investment Partners, Llc

$419.18M reported · 144 holdings listed · SEC ↗

Q1 2026
Apr 22 Atlantic Edge Private Wealth Management, LLC

$407.12M reported · 601 holdings listed · SEC ↗

Q1 2026
Apr 22 Gray Foundation

$396.76M reported · 11 holdings listed · SEC ↗

Q1 2026
Apr 22 Investment Advisory Group, LLC

$393.40M reported · 194 holdings listed · SEC ↗

Q1 2026
Apr 22 Goodman Advisory Group, LLC

$385.45M reported · 184 holdings listed · SEC ↗

Q1 2026
Apr 22 BWM Planning, LLC

$379.12M reported · 118 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Ifrah Financial Services, Inc.

$378.28M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 22 Truefg, Llc

$377.28M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 22 Mindset Wealth Management, Llc

$372.50M reported · 176 holdings listed · SEC ↗

Q1 2026
Apr 22 Atwater Malick LLC

$370.24M reported · 100 holdings listed · SEC ↗

Q1 2026
Apr 22 Arcataur Capital Management LLC

$359.40M reported · 103 holdings listed · SEC ↗

Q1 2026
Apr 22 BigSur Wealth Management LLC

$356.48M reported · 164 holdings listed · SEC ↗

Q1 2026
Apr 22 Accretive Wealth Partners, LLC

$355.82M reported · 180 holdings listed · SEC ↗

Q1 2026
Apr 22 Lawson Kroeker Investment Management Inc/Ne

$343.10M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 22 Seneca Financial Advisors LLC

$341.27M reported · 64 holdings listed · SEC ↗

Q1 2026
Apr 22 Pinnacle Bancorp, Inc.

$338.84M reported · 885 holdings listed · SEC ↗

Q1 2026
Apr 22 Freedom Investment Management, Inc.

$336.95M reported · 153 holdings listed · SEC ↗

Q1 2026
Apr 22 Quattro Financial Advisors Llc

$330.94M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 22 Gold Investment Management Ltd.

$322.92M reported · 201 holdings listed · SEC ↗

Q1 2026
Apr 22 Storen Legacy Partners, LLC

$318.99M reported · 102 holdings listed · SEC ↗

Q1 2026
Apr 22 Spectrum Asset Management, Inc. (NB/CA)

$314.79M reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 22 Towne Trust Company, N.A

$311.36M reported · 349 holdings listed · SEC ↗

Q1 2026
Apr 22 Tred Avon Family Wealth, Llc

$301.34M reported · 262 holdings listed · SEC ↗

Q1 2026
Apr 22 Sykon Capital Llc

$300.05M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 22 Montgomery Investment Management Inc

$293.09M reported · 103 holdings listed · SEC ↗

Q1 2026
Apr 22 Realta Investment Advisors

$288.29M reported · 367 holdings listed · SEC ↗

Q1 2026
Apr 22 Kenora Financial, LLC

$285.51M reported · 132 holdings listed · SEC ↗

Q1 2026
Apr 22 Foundation Wealth Management, LLC\PA

$283.52M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 22 Bluesphere Advisors LLC

$281.31M reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 22 Biltmore Wealth Management, LLC

$281.20M reported · 60 holdings listed · SEC ↗

Q1 2026
Apr 22 Ketron Financial

$279.34M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 22 Independence Asset Advisors, LLC

$276.60M reported · 24 holdings listed · SEC ↗

Q1 2026
Apr 22 BKM Wealth Management, LLC

$273.87M reported · 148 holdings listed · SEC ↗

Q1 2026
Apr 22 Applied Capital LLC

$267.88M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 22 Landmark Wealth Management, Inc.

$265.14M reported · 70 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 1492 Capital Management LLC

$262.64M reported · 130 holdings listed · SEC ↗

Q1 2026
Apr 22 Traveka Wealth, LLC

$261.97M reported · 186 holdings listed · SEC ↗

Q1 2026
Apr 22 Penney Financial, Llc

$260.64M reported · 48 holdings listed · SEC ↗

Q1 2026
Apr 22 HMS Capital Management, LLC

$258.53M reported · 115 holdings listed · SEC ↗

Q1 2026
Apr 22 Beacon Financial Planning, Inc

$258.19M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 22 Kennedy Investment Group, Inc.

$255.35M reported · 135 holdings listed · SEC ↗

Q1 2026
Apr 22 Phoenix Wealth Advisors

$253.17M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 22 Wetzel Investment Advisors, Inc.

$251.53M reported · 142 holdings listed · SEC ↗

Q1 2026
Apr 22 FSA Investment Group, LLC

$248.44M reported · 45 holdings listed · SEC ↗

Q1 2026
Apr 22 Avalon Advisory Group

$247.85M reported · 12 holdings listed · SEC ↗

Q1 2026
Apr 22 MRA Advisory Group

$245.27M reported · 142 holdings listed · SEC ↗

Q1 2026
Apr 22 Creekside Partners

$242.86M reported · 183 holdings listed · SEC ↗

Q1 2026
Apr 22 Gunderson Capital Management LLC

$239.17M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 22 Genesee Capital Advisors, LLC

$238.64M reported · 138 holdings listed · SEC ↗

Q1 2026
Apr 22 Foundry Financial LLC

$236.06M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 22 Midwest Financial Group LLC

$234.50M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 22 Peak Financial Advisors Llc

$230.70M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 22 Citrine Capital LLC

$230.65M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 22 Two Point Capital Management, Inc.

$229.02M reported · 28 holdings listed · SEC ↗

Q1 2026
Apr 22 My Personal CFO, LLC

$228.36M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 22 Financial Planning Navigators CORP

$228.14M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 22 Financial Futures Ltd Liability Co.

$227.64M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 22 Grove Street Fiduciary, LLC

$227.01M reported · 74 holdings listed · SEC ↗

Q1 2026
Apr 22 Bravera Wealth

$222.02M reported · 410 holdings listed · SEC ↗

Q1 2026
Apr 22 Yoder Wealth Management, Inc.

$219.35M reported · 124 holdings listed · SEC ↗

Q1 2026
Apr 22 Pflug Koory, LLC

$218.25M reported · 419 holdings listed · SEC ↗

Q1 2026
Apr 22 Retirement Guys Formula Llc

$217.45M reported · 154 holdings listed · SEC ↗

Q1 2026
Apr 22 Jim Saulnier & Associates, Llc

$205.48M reported · 139 holdings listed · SEC ↗

Q1 2026
Apr 22 apricus wealth, LLC

$205.23M reported · 120 holdings listed · SEC ↗

Q1 2026
Apr 22 Kapstone Financial Advisors LLC

$204.15M reported · 154 holdings listed · SEC ↗

Q1 2026
Apr 22 tru Independence LLC

$202.20M reported · 102 holdings listed · SEC ↗

Q1 2026
Apr 22 Cornerstone Enterprises, Llc

$201.07M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 22 Sitrin Capital Management LLC

$199.54M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 22 Aua Capital Management, Llc

$195.73M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 22 Horizon Advisory Services, Inc.

$195.39M reported · 49 holdings listed · SEC ↗

Q1 2026
Apr 22 BankPlus Wealth Management LLC

$193.54M reported · 117 holdings listed · SEC ↗

Q1 2026
Apr 22 Broadway Wealth Solutions, Inc.

$193.39M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 22 Promethium Advisors,Llc

$193.10M reported · 112 holdings listed · SEC ↗

Q1 2026
Apr 22 Smallwood Wealth Investment Management, LLC

$189.74M reported · 527 holdings listed · SEC ↗

Q1 2026
Apr 22 Sylvest Advisors, LLC

$188.05M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 22 Boomfish Wealth Group, LLC

$187.33M reported · 87 holdings listed · SEC ↗

Q1 2026
Apr 22 Lynwood Price Capital Management Lp

$186.14M reported · 14 holdings listed · SEC ↗

Q1 2026
Apr 22 Hofer & Associates. Inc

$186.08M reported · 64 holdings listed · SEC ↗

Q1 2026
Apr 22 Sutton Place Investors Llc

$182.83M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 22 Oak Wealth Advisors LLC

$182.00M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 22 Lam Group, Inc.

$181.95M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 22 Ridgecrest Wealth Partners, Llc

$181.17M reported · 96 holdings listed · SEC ↗

Q1 2026
Apr 22 Monument Group Wealth Advisors, LLC

$180.20M reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 22 Gerber, Llc

$179.15M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 22 StoryOne LLC

$177.38M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 22 Riverbend Wealth Management, LLC

$174.56M reported · 152 holdings listed · SEC ↗

Q1 2026
Apr 22 Shotwell Rutter Baer Inc

$170.20M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 22 Sherrill & Hutchins Financial Advisory, Inc

$169.30M reported · 15 holdings listed · SEC ↗

Q1 2026
Apr 22 Ariston Services Group

$167.16M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 22 Fearless Solutions, LLC dba Best Invest

$165.71M reported · 127 holdings listed · SEC ↗

Q1 2026
Apr 22 Wilkins Miller Wealth Management, LLC

$165.31M reported · 89 holdings listed · SEC ↗

Q1 2026
Apr 22 Tru Independence Asset Management 2, Llc

$162.56M reported · 82 holdings listed · SEC ↗

Q1 2026
Apr 22 M3 Advisory Group, LLC

$162.24M reported · 149 holdings listed · SEC ↗

Q1 2026
← Previous Page 87 / 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