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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 8,801–8,900 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 21 Falcon Wealth Planning

$1.47B reported · 236 holdings listed · SEC ↗

Q1 2026
Apr 21 Pinnacle Wealth Management Advisory Group, LLC

$1.46B reported · 550 holdings listed · SEC ↗

Q1 2026
Apr 21 Value Partners Investments Inc.

$1.31B reported · 105 holdings listed · SEC ↗

Q1 2026
Apr 21 Tanglewood Wealth Management, Inc.

$1.21B reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 21 TCV Trust & Wealth Management, Inc.

$1.19B reported · 400 holdings listed · SEC ↗

Q1 2026
Apr 21 Verus Financial Partners, Inc.

$1.11B reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 21 Nemes Rush Group LLC

$1.05B reported · 944 holdings listed · SEC ↗

Q1 2026
Apr 21 Penn Davis Mcfarland Inc

$1.02B reported · 75 holdings listed · SEC ↗

Q1 2026
Apr 21 Medicxi Ventures Management (Jersey) Ltd

$981.81M reported · 4 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 21 Berkshire Money Management, Inc.

$976.42M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 21 HCR Wealth Advisors

$964.36M reported · 241 holdings listed · SEC ↗

Q1 2026
Apr 21 Columbus Macro, LLC

$936.15M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 21 Tritonpoint Wealth, Llc

$933.96M reported · 268 holdings listed · SEC ↗

Q1 2026
Apr 21 Barlow Wealth Partners, Llc

$900.01M reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 21 Foundation Resource Management Inc

$888.52M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 21 Patton Albertson Miller Group, Llc

$842.32M reported · 212 holdings listed · SEC ↗

Q1 2026
Apr 21 Marietta Wealth Management, LLC

$841.43M reported · 129 holdings listed · SEC ↗

Q1 2026
Apr 21 Claro Advisors Inc.

$830.12M reported · 506 holdings listed · SEC ↗

Q1 2026
Apr 21 Capital Investment Counsel, Inc

$816.12M reported · 249 holdings listed · SEC ↗

Q1 2026
Apr 21 One Wealth Advisors, LLC

$803.05M reported · 304 holdings listed · SEC ↗

Q1 2026
Apr 21 Financial Consulate, Inc

$802.59M reported · 1,402 holdings listed · SEC ↗

Q1 2026
Apr 21 McGlone Suttner Wealth Management, Inc.

$755.16M reported · 189 holdings listed · SEC ↗

Q1 2026
Apr 21 Unique Wealth, Llc

$723.23M reported · 182 holdings listed · SEC ↗

Q1 2026
Apr 21 Cambient Family Office, Llc

$716.38M reported · 261 holdings listed · SEC ↗

Q1 2026
Apr 21 AA Financial Advisors, LLC

$709.89M reported · 221 holdings listed · SEC ↗

Q1 2026
Apr 21 Chatham Capital Group, Inc.

$689.33M reported · 198 holdings listed · SEC ↗

Q1 2026
Apr 21 Alpine Bank Wealth Management

$687.78M reported · 272 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 21 Maridea Wealth Management LLC

$687.56M reported · 454 holdings listed · SEC ↗

Q1 2026
Apr 21 Topsail Wealth Management, LLC

$677.90M reported · 294 holdings listed · SEC ↗

Q1 2026
Apr 21 Morton Capital Management LLC/CA

$672.23M reported · 139 holdings listed · SEC ↗

Q1 2026
Apr 21 LS Investment Advisors, LLC

$668.25M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 21 Crane Advisory, LLC

$668.06M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 21 Cfm Wealth Partners Llc

$667.24M reported · 143 holdings listed · SEC ↗

Q1 2026
Apr 21 Pacific Sage Partners, LLC

$635.63M reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 21 Armbruster Capital Management, Inc.

$610.19M reported · 132 holdings listed · SEC ↗

Q1 2026
Apr 21 Laurel Oak Wealth Management, Llc

$595.50M reported · 360 holdings listed · SEC ↗

Q1 2026
Apr 21 Huntleigh Advisors, Inc.

$584.90M reported · 282 holdings listed · SEC ↗

Q1 2026
Apr 21 Edge Wealth Management LLC

$584.87M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 21 Grace & White Inc /Ny

$566.23M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 21 Generali Powszechne Towarzystwo Emerytalne

$565.57M reported · 28 holdings listed · SEC ↗

Q1 2026
Apr 21 Trivium Point Advisory, LLC

$553.22M reported · 270 holdings listed · SEC ↗

Q1 2026
Apr 21 Mayport, Llc

$537.96M reported · 130 holdings listed · SEC ↗

Q1 2026
Apr 21 Columbia Asset Management

$525.09M reported · 170 holdings listed · SEC ↗

Q1 2026
Apr 21 Greenfield FTC, Inc.

$524.35M reported · 3 holdings listed · SEC ↗

Q1 2026
Apr 21 Grey Fox Wealth Advisors, LLC

$518.00M reported · 186 holdings listed · SEC ↗

Q1 2026
Apr 21 Systelligence, LLC

$514.38M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 21 ABLE Financial Group, LLC

$511.13M reported · 206 holdings listed · SEC ↗

Q1 2026
Apr 21 Mfa Wealth Advisors, Llc

$508.20M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 21 Old Second National Bank Of Aurora

$483.92M reported · 391 holdings listed · SEC ↗

Q1 2026
Apr 21 Towneley Capital Management, Inc / DE

$477.84M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 21 Poehling Capital Management, INC.

$474.95M reported · 155 holdings listed · SEC ↗

Q1 2026
Apr 21 Waterway Wealth Management, LLC

$452.28M reported · 90 holdings listed · SEC ↗

Q1 2026
Apr 21 E&G Advisors, LLC

$449.24M reported · 236 holdings listed · SEC ↗

Q1 2026
Apr 21 Chapin Davis, Inc.

$448.61M reported · 261 holdings listed · SEC ↗

Q1 2026
Apr 21 Grey Ledge Advisors, LLC

$442.99M reported · 239 holdings listed · SEC ↗

Q1 2026
Apr 21 Div Capital Phoenix Assets Ltd

$434.49M reported · 11 holdings listed · SEC ↗

Q1 2026
Apr 21 Sequent Planning LLC

$413.58M reported · 242 holdings listed · SEC ↗

Q1 2026
Apr 21 Colony Family Offices, LLC

$405.51M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 21 SWS Partners

$405.43M reported · 112 holdings listed · SEC ↗

Q1 2026
Apr 21 Compass Wealth Management LLC

$404.55M reported · 75 holdings listed · SEC ↗

Q1 2026
Apr 21 Sicart Associates LLC

$389.28M reported · 74 holdings listed · SEC ↗

Q1 2026
Apr 21 Narus Financial Partners, LLC

$381.59M reported · 163 holdings listed · SEC ↗

Q1 2026
Apr 21 Rooted Wealth Advisors, Inc.

$379.22M reported · 144 holdings listed · SEC ↗

Q1 2026
Apr 21 Highland Financial Advisors, LLC

$378.70M reported · 67 holdings listed · SEC ↗

Q1 2026
Apr 21 Morton Brown Family Wealth, LLC

$378.41M reported · 292 holdings listed · SEC ↗

Q1 2026
Apr 21 Compass Advisory Group LLC

$373.72M reported · 86 holdings listed · SEC ↗

Q1 2026
Apr 21 Xcel Wealth Management, LLC

$361.55M reported · 133 holdings listed · SEC ↗

Q1 2026
Apr 21 VCI Wealth Management LLC

$360.76M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 21 Creative Capital Management Investments LLC

$348.48M reported · 324 holdings listed · SEC ↗

Q1 2026
Apr 21 Crown Wealth Group, LLC

$340.47M reported · 145 holdings listed · SEC ↗

Q1 2026
Apr 21 Independent Wealth Network Inc.

$336.71M reported · 301 holdings listed · SEC ↗

Q1 2026
Apr 21 WT Wealth Management

$336.36M reported · 138 holdings listed · SEC ↗

Q1 2026
Apr 21 Kooman & Associates

$335.41M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 21 LifeWealth Investments, LLC

$335.04M reported · 141 holdings listed · SEC ↗

Q1 2026
Apr 21 Valley Forge Investment Consultants Inc Adv

$333.64M reported · 83 holdings listed · SEC ↗

Q1 2026
Apr 21 Aurdan Capital Management, LLC

$333.18M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 21 BCS Private Wealth Management, Inc.

$329.09M reported · 186 holdings listed · SEC ↗

Q1 2026
Apr 21 Sensible Money, LLC

$328.72M reported · 86 holdings listed · SEC ↗

Q1 2026
Apr 21 Sage Financial Management Group, Inc.

$325.36M reported · 57 holdings listed · SEC ↗

Q1 2026
Apr 21 TigerOak Management, L.L.C.

$317.49M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 21 Moseley Investment Management Inc

$313.85M reported · 163 holdings listed · SEC ↗

Q1 2026
Apr 21 GFG Capital, LLC

$313.02M reported · 143 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 21 First United Bank & Trust

$307.92M reported · 560 holdings listed · SEC ↗

Q1 2026
Apr 21 Buttonwood Financial Advisors Inc.

$306.33M reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 21 Sunpointe, LLC

$305.27M reported · 266 holdings listed · SEC ↗

Q1 2026
Apr 21 L.K. Benson & Company, P.C.

$302.50M reported · 113 holdings listed · SEC ↗

Q1 2026
Apr 21 OneAscent Wealth Management LLC

$302.46M reported · 157 holdings listed · SEC ↗

Q1 2026
Apr 21 River Street Advisors LLC

$295.93M reported · 248 holdings listed · SEC ↗

Q1 2026
Apr 21 HF Advisory Group, LLC

$293.45M reported · 166 holdings listed · SEC ↗

Q1 2026
Apr 21 Roth Financial Partners LLC

$292.87M reported · 31 holdings listed · SEC ↗

Q1 2026
Apr 21 Everpar Advisors Llc

$290.41M reported · 282 holdings listed · SEC ↗

Q1 2026
Apr 21 New Perspectives, Inc

$288.75M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 21 Encompass Wealth Advisors, Llc

$287.38M reported · 100 holdings listed · SEC ↗

Q1 2026
Apr 21 Avaii Wealth Management, Llc

$286.56M reported · 158 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 21 Mayfair Advisory Group, LLC

$286.41M reported · 175 holdings listed · SEC ↗

Q1 2026
Apr 21 Bennett Selby Investments Lp

$284.71M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 21 Axiom Financial Strategies, LLC

$284.09M reported · 32 holdings listed · SEC ↗

Q1 2026
Apr 21 Powers Advisory Group, LLC

$283.58M reported · 125 holdings listed · SEC ↗

Q1 2026
Apr 21 Wealth Effects Llc

$282.19M reported · 237 holdings listed · SEC ↗

Q1 2026
Apr 21 Clarus Group, Inc.

$278.96M reported · 113 holdings listed · SEC ↗

Q1 2026
← Previous Page 89 / 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