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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 10,949 individual filing documents

Apr 23 Unify Financial Advisors

13F-HR · $96.39M reported · 89 holdings listed · SEC ↗

Q1 2026
Apr 23 Oregon Pacific Wealth Management, LLC

13F-HR · $95.85M reported · 125 holdings listed · SEC ↗

Q1 2026
Apr 23 Catalyst Investment Management LLC

13F-HR · $90.23M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 23 Integrated Wealth Management

13F-HR · $87.20M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 23 Walleye Partners, LLC

13F-HR · $81.43M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 23 Omnitrust Wealth Management, Inc

13F-HR · $77.22M reported · 119 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 ICG Advisors, LLC

13F-HR/A · $25.60M reported · 4 holdings listed · SEC ↗

Q1 2026
Apr 23 iA Global Asset Management Inc.

13F-HR · $7.06M reported · 396 holdings listed · SEC ↗

Q1 2026
Apr 23 Analyst IMS Investment Management Services Ltd.

13F-HR · $3.30M reported · 214 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 23 PayPay Securities Corp

13F-HR · $2.89M reported · 301 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 23 Bank of Italy

13F-HR · $2.21M reported · 8 holdings listed · SEC ↗

Q1 2026
Apr 23 QV Investors Inc.

13F-HR · $1.24M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 23 Wendell David Associates Inc

13F-HR · $918,894 reported · 151 holdings listed · SEC ↗

Q1 2026
Apr 23 Farmers & Merchants Trust Co of Chambersburg PA

13F-HR · $357,233 reported · 333 holdings listed · SEC ↗

Q1 2026
Apr 23 Shikiar Asset Management Inc

13F-HR · $346,807 reported · 104 holdings listed · SEC ↗

Q1 2026
Apr 23 Industrial Alliance Investment Management Inc.

13F-HR · $167,280 reported · 8 holdings listed · SEC ↗

Q1 2026
Apr 23 NJ State Employees Deferred Compensation Plan

13F-HR · value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
Apr 23 Birchtree Fund Investments Private Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Bartley Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Bayfront Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Burgundy Asset Management Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Canhill Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Dahlia Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Data LLC

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Edge Financial Advisors LLC

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Ellington Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Esta Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Evans Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Fullerton Fund Investments Pte Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Fullerton Management Pte Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 GREAT EASTERN LIFE ASSURANCE Co Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 GREAT EASTERN TRUST PRIVATE Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Hong Lim Fund Investments Pte Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Hotham Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Zulia Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Waddington Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Walsh Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Whitecap Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 V-Sciences Investments Pte Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Venezio Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Mana Peak Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Union Bank & Trust Co /Ne/

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Seletar Investments Pte Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Taibai Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Munday Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Napier Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Temasek Capital (Americas) Holdings Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Ossa Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Simmons First National Corp

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Temasek Capital (Private) Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Abich Financial Wealth Management LLC

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Alsek Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Alberta Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Temasek Life Sciences Private Ltd

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Aranda Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Antero Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Anderson Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Analyst Provident Funds Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Thomson Capital Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 TLS Beta Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Robson Investments Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 23 Tembusu Capital Pte. Ltd.

13F-NT · value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Pictet Asset Management Holding SA

13F-HR · $94.79B reported · 2,102 holdings listed · 6 other managers included · largest holding: NVDA · analysis · SEC ↗

Q1 2026
Apr 22 Fort Washington Investment Advisors Inc /Oh/

13F-HR · $18.08B reported · 457 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 ABN AMRO Bank N.V.

13F-HR · $9.27B reported · 228 holdings listed · SEC ↗

Q1 2026
Apr 22 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME…

13F-HR · $8.09B reported · 21 holdings listed · SEC ↗

Q1 2026
Apr 22 Pinnacle Associates Ltd

13F-HR · $7.78B reported · 960 holdings listed · SEC ↗

Q1 2026
Apr 22 Canoe Financial LP

13F-HR · $7.34B reported · 119 holdings listed · SEC ↗

Q1 2026
Apr 22 Union Bancaire Privee, UBP SA

13F-HR · $7.19B reported · 487 holdings listed · SEC ↗

Q1 2026
Apr 22 Apollon Wealth Management, LLC

13F-HR · $6.15B reported · 1,404 holdings listed · SEC ↗

Q1 2026
Apr 22 Sterling Capital Management LLC

13F-HR · $5.28B reported · 3,398 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Millburn Ridgefield LLC /DE/

13F-HR · $4.65B reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 22 WestEnd Advisors, LLC

13F-HR · $4.14B reported · 391 holdings listed · SEC ↗

Q1 2026
Apr 22 Richard Bernstein Advisors LLC

13F-HR · $3.45B reported · 227 holdings listed · SEC ↗

Q1 2026
Apr 22 Constellation Investments, Inc.

13F-HR · $3.01B reported · 19 holdings listed · SEC ↗

Q1 2026
Apr 22 Braun Stacey Associates Inc

13F-HR · $3.01B reported · 112 holdings listed · SEC ↗

Q1 2026
Apr 22 Metropolis Capital Ltd

13F-HR · $2.96B reported · 16 holdings listed · SEC ↗

Q1 2026
Apr 22 Spire Wealth Management

13F-HR · $2.93B reported · 2,413 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Adams Diversified Equity Fund, Inc.

13F-HR · $2.84B reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 22 James Hambro & Partners LLP

13F-HR · $2.55B reported · 57 holdings listed · SEC ↗

Q1 2026
Apr 22 Trilogy Capital Inc.

13F-HR · $2.27B reported · 405 holdings listed · SEC ↗

Q1 2026
Apr 22 Patriot Financial Group Insurance Agency, LLC

13F-HR · $1.77B reported · 701 holdings listed · SEC ↗

Q1 2026
Apr 22 Parcion Private Wealth LLC

13F-HR · $1.61B reported · 493 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 22 Cornerstone Wealth Group, LLC

13F-HR · $1.56B reported · 452 holdings listed · SEC ↗

Q1 2026
Apr 22 PDS Planning, Inc

13F-HR · $1.52B reported · 561 holdings listed · SEC ↗

Q1 2026
Apr 22 Norris Perne & French Llp/Mi

13F-HR · $1.50B reported · 139 holdings listed · SEC ↗

Q1 2026
Apr 22 Quintet Private Bank (Europe) S.A.

13F-HR · $1.49B reported · 187 holdings listed · SEC ↗

Q1 2026
Apr 22 Vicus Capital

13F-HR · $1.36B reported · 251 holdings listed · SEC ↗

Q1 2026
Apr 22 RMR Wealth Builders

13F-HR · $1.27B reported · 277 holdings listed · SEC ↗

Q1 2026
Apr 22 Traphagen Investment Advisors Llc

13F-HR · $1.23B reported · 207 holdings listed · SEC ↗

Q1 2026
Apr 22 J. L. Bainbridge & Co., Inc.

13F-HR · $1.12B reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 22 Caldwell Trust Co

13F-HR · $1.12B reported · 858 holdings listed · 3 other managers included · SEC ↗

Q1 2026
Apr 22 Matrix Asset Advisors Inc/Ny

13F-HR · $1.09B reported · 105 holdings listed · SEC ↗

Q1 2026
Apr 22 Motco

13F-HR · $1.08B reported · 737 holdings listed · SEC ↗

Q1 2026
Apr 22 Spirepoint Private Client, Llc

13F-HR · $1.05B reported · 322 holdings listed · SEC ↗

Q1 2026
Apr 22 Continuum Advisory, LLC

13F-HR · $1.04B reported · 453 holdings listed · SEC ↗

Q1 2026
Apr 22 Red Door Wealth Management, LLC

13F-HR · $961.66M reported · 307 holdings listed · SEC ↗

Q1 2026
Apr 22 Onyx Bridge Wealth Group LLC

13F-HR · $930.02M reported · 468 holdings listed · SEC ↗

Q1 2026
Apr 22 Sendero Wealth Management, LLC

13F-HR · $904.08M reported · 321 holdings listed · 8 other managers included · SEC ↗

Q1 2026
Apr 22 Romano Brothers And Company

13F-HR · $880.19M reported · 319 holdings listed · SEC ↗

Q1 2026
← Previous Page 89 / 110 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