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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
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
IIIV i3 Verticals, Inc. -5 −5 9
IBP Installed Building… -5 −5 12
MZTI The Marzetti Company -5 −5 13
HTHT H World Group… -5 −5 11
HAIN -5 −5 12

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 8,701–8,800 of 10,673 individual filing documents

Jul 22 Headland Capital, LLC

13F-HR · $236.15M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 22 Silver Lake Advisory, LLC

13F-HR · $234.82M reported · 104 holdings listed · SEC ↗

Q2 2025
Jul 22 WJ Interests, LLC

13F-HR · $233.77M reported · 23 holdings listed · SEC ↗

Q2 2025
Jul 22 Firethorn Wealth Partners, Llc

13F-HR · $230.66M reported · 175 holdings listed · SEC ↗

Q2 2025
Jul 22 Luken Investment Analytics, LLC

13F-HR · $228.17M reported · 148 holdings listed · SEC ↗

Q2 2025
Jul 22 HFM Investment Advisors, LLC

13F-HR · $227.49M reported · 1,287 holdings listed · SEC ↗

Q2 2025
Jul 22 Hubbell Strickland Wealth Management, LLC

13F-HR · $226.72M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 22 McNaughton Wealth Management, LLC

13F-HR · $224.23M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 22 Ergawealth Advisors, Inc.

13F-HR · $222.25M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 22 My Personal CFO, LLC

13F-HR · $220.00M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 22 Investors Asset Management Of Georgia Inc /Ga/ /Adv

13F-HR · $216.10M reported · 169 holdings listed · SEC ↗

Q2 2025
Jul 22 Autumn Glory Partners, LLC

13F-HR · $213.83M reported · 229 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 22 Blue Square Asset Management, Llc

13F-HR · $213.55M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 22 Hillcrest Wealth Advisors - NY, LLC

13F-HR · $212.70M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 22 Alta Wealth Advisors LLC

13F-HR · $211.89M reported · 118 holdings listed · SEC ↗

Q2 2025
Jul 22 Capricorn Fund Managers Ltd

13F-HR · $211.60M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 22 Red Tortoise LLC

13F-HR · $207.21M reported · 653 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 IVC Wealth Advisors LLC

13F-HR · $205.10M reported · 174 holdings listed · SEC ↗

Q2 2025
Jul 22 JGP Global Gestao de Recursos Ltda.

13F-HR · $204.34M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 22 Team Financial Group, LLC

13F-HR · $203.41M reported · 251 holdings listed · SEC ↗

Q2 2025
Jul 22 Carolina Wealth Advisors, LLC

13F-HR · $202.67M reported · 270 holdings listed · SEC ↗

Q2 2025
Jul 22 Wealthcare Capital Partners, LLC

13F-HR · $198.91M reported · 143 holdings listed · SEC ↗

Q2 2025
Jul 22 Inlight Wealth Management, LLC

13F-HR · $193.16M reported · 249 holdings listed · SEC ↗

Q2 2025
Jul 22 Yoder Wealth Management, Inc.

13F-HR · $191.87M reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 22 Rockingstone Advisors LLC

13F-HR · $190.20M reported · 105 holdings listed · SEC ↗

Q2 2025
Jul 22 4Thought Financial Group Inc.

13F-HR · $188.23M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 22 Private Wealth Group, LLC

13F-HR · $188.02M reported · 63 holdings listed · SEC ↗

Q2 2025
Jul 22 Glass Wealth Management Co LLC

13F-HR · $187.78M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 22 Hrc Wealth Management, Llc

13F-HR · $187.60M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 22 Wynn Capital, LLC

13F-HR · $187.42M reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 22 Olistico Wealth, LLC

13F-HR · $180.14M reported · 366 holdings listed · SEC ↗

Q2 2025
Jul 22 Signature Wealth Management Partners, LLC

13F-HR · $174.98M reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 22 VAUGHAN & Co SECURITIES, INC.

13F-HR · $174.37M reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 22 Prentiss Smith & Co Inc

13F-HR · $168.06M reported · 66 holdings listed · SEC ↗

Q2 2025
Jul 22 Sutton Place Investors Llc

13F-HR · $166.17M reported · 118 holdings listed · SEC ↗

Q2 2025
Jul 22 Echo Wealth Management, LLC

13F-HR · $163.17M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 22 Peoples Bank /Oh

13F-HR · $161.85M reported · 142 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Ervin Investment Management, LLC

13F-HR · $159.84M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 22 Ffg Retirement Advisors Llc

13F-HR · $159.62M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 22 Visionary Horizons, Llc

13F-HR · $158.06M reported · 97 holdings listed · SEC ↗

Q2 2025
Jul 22 Legacy PCG, LLC

13F-HR · $156.19M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 22 Davidson Kahn Capital Management, LLC

13F-HR · $155.97M reported · 58 holdings listed · SEC ↗

Q2 2025
Jul 22 Eliot Finkel Investment Counsel, LLC

13F-HR · $155.25M reported · 32 holdings listed · SEC ↗

Q2 2025
Jul 22 Kingstone Capital Partners Texas, LLC

13F-HR/A · $153.15M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 22 Legacies Wealth LLC

13F-HR · $150.58M reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 22 Gutierrez Wealth Advisory, LLC

13F-HR · $149.16M reported · 96 holdings listed · SEC ↗

Q2 2025
Jul 22 Rector, Church-Wardens & Vestrymen of Trinity…

13F-HR · $147.49M reported · 2 holdings listed · SEC ↗

Q2 2025
Jul 22 Valpey Financial Services, LLC

13F-HR · $144.60M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 22 Rochester Wealth Strategies, LLC

13F-HR · $139.42M reported · 23 holdings listed · SEC ↗

Q2 2025
Jul 22 Mount Vernon Associates Inc /Md/

13F-HR · $138.43M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 22 Silvia Mccoll Wealth Management, Llc

13F-HR · $137.60M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 22 Safir Wealth Advisors, LLC

13F-HR · $136.29M reported · 13 holdings listed · SEC ↗

Q2 2025
Jul 22 David Wealth Management LLC

13F-HR · $134.34M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 22 JP Wealth Management, Inc.

13F-HR · $133.68M reported · 14 holdings listed · SEC ↗

Q2 2025
Jul 22 IFS Advisors, LLC

13F-HR · $132.16M reported · 170 holdings listed · SEC ↗

Q2 2025
Jul 22 Pine Brook Road Advisors, L.P.

13F-HR · $131.88M reported · 2 holdings listed · SEC ↗

Q2 2025
Jul 22 CPR Investments Inc.

13F-HR · $128.82M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 22 Elevate Capital Advisors, LLC

13F-HR · $125.46M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 22 PUREfi Wealth, LLC

13F-HR · $125.07M reported · 156 holdings listed · SEC ↗

Q2 2025
Jul 22 White & Co Financial Planning Inc

13F-HR · $125.05M reported · 19 holdings listed · SEC ↗

Q2 2025
Jul 22 Macroview Investment Management Llc

13F-HR · $122.93M reported · 94 holdings listed · SEC ↗

Q2 2025
Jul 22 Hickory Asset Management, Inc.

13F-HR · $120.92M reported · 91 holdings listed · SEC ↗

Q2 2025
Jul 22 Innovative Wealth Building LLC

13F-HR · $120.63M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 22 Orca Wealth Management, LLC

13F-HR · $118.74M reported · 95 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Willner & Heller, Llc

13F-HR · $118.74M reported · 152 holdings listed · SEC ↗

Q2 2025
Jul 22 Journey Beyond Wealth, LLC

13F-HR · $118.57M reported · 28 holdings listed · SEC ↗

Q2 2025
Jul 22 Tandem Investment Partners LLC

13F-HR · $114.67M reported · 69 holdings listed · SEC ↗

Q2 2025
Jul 22 Vested Financial Planning, LLC

13F-HR · $112.41M reported · 28 holdings listed · SEC ↗

Q2 2025
Jul 22 Stanich Group LLC

13F-HR · $111.63M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 22 DBK Financial Counsel, LLC

13F-HR · $110.62M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 22 James Reed Financial Services, Inc.

13F-HR · $110.20M reported · 18 holdings listed · SEC ↗

Q2 2025
Jul 22 Petros Family Wealth, LLC

13F-HR · $109.49M reported · 445 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 22 Kraematon Investment Advisors, Inc

13F-HR · $106.01M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 22 Measured Risk Portfolios, Inc.

13F-HR · $103.58M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 22 Figure 8 Investment Strategies Llc

13F-HR · $102.36M reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 22 Verus Wealth Management, Llc

13F-HR · $99.44M reported · 69 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Chung Wu Investment Group, LLC

13F-HR · $95.95M reported · 248 holdings listed · SEC ↗

Q2 2025
Jul 22 McElhenny Sheffield Capital Management, LLC

13F-HR · $90.12M reported · 167 holdings listed · SEC ↗

Q2 2025
Jul 22 Red Mountain Financial, LLC

13F-HR/A · $90.08M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 22 Partners Wealth Management, Llc

13F-HR · $87.84M reported · 114 holdings listed · SEC ↗

Q2 2025
Jul 22 Sage Investment Counsel LLC

13F-HR · $86.26M reported · 122 holdings listed · SEC ↗

Q2 2025
Jul 22 Elser Financial Planning, Inc

13F-HR/A · $80.18M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 22 One Wealth Management Investment & Advisory…

13F-HR · $77.62M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 22 LDR Capital Management LLC

13F-HR · $77.28M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 22 Red Tree Management, LLC

13F-HR · $73.30M reported · 3 holdings listed · SEC ↗

Q2 2025
Jul 22 MAS Advisors LLC

13F-HR · $61.15M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 22 Sl Advisors, Llc

13F-HR · $55.52M reported · 31 holdings listed · SEC ↗

Q2 2025
Jul 22 Three Cord True Wealth Management, LLC

13F-HR · $54.69M reported · 17 holdings listed · SEC ↗

Q2 2025
Jul 22 Cornerstone Partners Capital Management, Llc

13F-HR · $33.37M reported · 6 holdings listed · SEC ↗

Q2 2025
Jul 22 Acute Investment Advisory, Llc

13F-HR · $12.27M reported · 17 holdings listed · SEC ↗

Q2 2025
Jul 22 Evensky & Katz LLC

13F-HR · $1.64M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 22 Gsa Capital Partners Llp

13F-HR · $1.43M reported · 1,695 holdings listed · SEC ↗

Q2 2025
Jul 22 Appleton Partners Inc/Ma

13F-HR · $1.41M reported · 251 holdings listed · SEC ↗

Q2 2025
Jul 22 SOL Capital Management CO

13F-HR · $1.03M reported · 304 holdings listed · SEC ↗

Q2 2025
Jul 22 Bank Hapoalim Bm

13F-HR · $733,033 reported · 129 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 22 Valley National Advisers Inc

13F-HR · $612,531 reported · 957 holdings listed · SEC ↗

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

13F-HR · $533,442 reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 22 Euro Pacific Asset Management, LLC

13F-HR · $451,473 reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 22 Hunter Perkins Capital Management, LLC

13F-HR · $422,754 reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 22 USAdvisors Wealth Management, LLC

13F-HR · $269,051 reported · 135 holdings listed · SEC ↗

Q2 2025
← Previous Page 88 / 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