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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
CIB Grupo Cibest S.A. +13 +13 16
CAI Caris Life… +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
ALKT Alkami Technology… -6 −6 11
VSTS Vestis Corporation -5 −6 14
JD JD.com, Inc. -5 −6 17
IBP Installed Building… -5 −5 12
HAIN -5 −5 12
DD DuPont de Nemours… -5 −5 21
IIIV i3 Verticals, Inc. -5 −5 9
MZTI The Marzetti Company -5 −5 13

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 8,901–9,000 of 10,673 individual filing documents

Jul 21 Credential Securities Inc.

13F-HR · $372.85M reported · 267 holdings listed · SEC ↗

Q2 2025
Jul 21 Sovereign Investment Advisors, LLC

13F-HR · $363.64M reported · 36 holdings listed · SEC ↗

Q2 2025
Jul 21 PhiloSmith Capital Corp

13F-HR · $359.55M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 21 Grey Rock Energy Management, LLC

13F-HR · $352.04M reported · 1 holdings listed · SEC ↗

Q2 2025
Jul 21 Cardinal Strategic Wealth Guidance

13F-HR · $346.60M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 21 HT Partners LLC

13F-HR · $327.31M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $327.22M reported · 265 holdings listed · SEC ↗

Q2 2025
Jul 21 Capital Planning LLC

13F-HR · $318.28M reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 21 Atwater Malick LLC

13F-HR · $315.76M reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 21 Custos Family Office, LLC

13F-HR · $313.61M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 21 Phraction Management LLC

13F-HR · $312.67M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 21 Cornell Pochily Investment Advisors, Inc.

13F-HR · $305.72M reported · 178 holdings listed · SEC ↗

Q2 2025
Jul 21 TFG Advisers LLC

13F-HR · $291.91M reported · 208 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $285.48M reported · 260 holdings listed · SEC ↗

Q2 2025
Jul 21 Quattro Financial Advisors Llc

13F-HR · $284.16M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 21 Investment Planning Advisors, Inc.

13F-HR · $282.97M reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 21 Lecap Asset Management Ltd

13F-HR · $282.75M reported · 290 holdings listed · SEC ↗

Q2 2025
Jul 21 Clarity Capital Partners LLC

13F-HR · $279.98M reported · 113 holdings listed · SEC ↗

Q2 2025
Jul 21 Creative Capital Management Investments LLC

13F-HR · $279.75M reported · 310 holdings listed · SEC ↗

Q2 2025
Jul 21 DHJJ Financial Advisors, Ltd.

13F-HR · $276.94M reported · 977 holdings listed · SEC ↗

Q2 2025
Jul 21 Whelan Financial

13F-HR · $276.56M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 21 25 Llc

13F-HR · $272.23M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 21 Barrett & Company, Inc.

13F-HR · $266.70M reported · 641 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $250.75M reported · 271 holdings listed · SEC ↗

Q2 2025
Jul 21 Yeomans Consulting Group, Inc.

13F-HR · $242.02M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 21 Consilium Wealth Advisory, LLC

13F-HR · $237.06M reported · 95 holdings listed · SEC ↗

Q2 2025
Jul 21 Mechanics Financial Corp

13F-HR · $235.20M reported · 239 holdings listed · SEC ↗

Q2 2025
Jul 21 Two Point Capital Management, Inc.

13F-HR · $234.97M reported · 25 holdings listed · SEC ↗

Q2 2025
Jul 21 River Street Advisors LLC

13F-HR · $232.19M reported · 240 holdings listed · SEC ↗

Q2 2025
Jul 21 Trellis Wealth Advisors LLC

13F-HR · $229.76M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 21 Corundum Group, Inc.

13F-HR · $226.16M reported · 103 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $220.58M reported · 249 holdings listed · SEC ↗

Q2 2025
Jul 21 Azarias Capital Management, L.P.

13F-HR · $220.01M reported · 24 holdings listed · SEC ↗

Q2 2025
Jul 21 Hahn Capital Management Llc

13F-HR · $212.07M reported · 28 holdings listed · SEC ↗

Q2 2025
Jul 21 Onyx Financial Advisors, LLC

13F-HR · $210.88M reported · 17 holdings listed · SEC ↗

Q2 2025
Jul 21 Stash Investments, LLC

13F-HR · $210.80M reported · 5 holdings listed · SEC ↗

Q2 2025
Jul 21 Financial Council, LLC

13F-HR · $207.39M reported · 93 holdings listed · SEC ↗

Q2 2025
Jul 21 Montz Harcus Wealth Management LLC

13F-HR · $207.20M reported · 84 holdings listed · SEC ↗

Q2 2025
Jul 21 Fsa Wealth Partners, Inc.

13F-HR · $207.12M reported · 68 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 21 HighMark Wealth Management LLC

13F-HR · $204.54M reported · 616 holdings listed · SEC ↗

Q2 2025
Jul 21 Family CFO Inc

13F-HR · $199.66M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 21 Pflug Koory, LLC

13F-HR · $196.96M reported · 410 holdings listed · SEC ↗

Q2 2025
Jul 21 Flagship Private Wealth, LLC

13F-HR · $194.57M reported · 87 holdings listed · SEC ↗

Q2 2025
Jul 21 Tower View Wealth Management LLC

13F-HR · $192.95M reported · 194 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $192.52M reported · 259 holdings listed · SEC ↗

Q2 2025
Jul 21 DMKC Advisory Services, LLC

13F-HR · $190.99M reported · 78 holdings listed · SEC ↗

Q2 2025
Jul 21 Ameriflex Group, Inc.

13F-HR · $190.27M reported · 1,061 holdings listed · SEC ↗

Q2 2025
Jul 21 Gray Private Wealth, LLC

13F-HR · $185.97M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $172.92M reported · 224 holdings listed · SEC ↗

Q2 2025
Jul 21 Sterling Investment Counsel, LLC

13F-HR · $170.55M reported · 140 holdings listed · SEC ↗

Q2 2025
Jul 21 Cape Ann Savings Bank

13F-HR · $167.43M reported · 89 holdings listed · SEC ↗

Q2 2025
Jul 21 Cromwell Holdings LLC

13F-HR · $165.03M reported · 1,321 holdings listed · SEC ↗

Q2 2025
Jul 21 Financial Architects, LLC

13F-HR · $164.61M reported · 27 holdings listed · SEC ↗

Q2 2025
Jul 21 Tilia Fiduciary Partners, Inc.

13F-HR · $163.82M reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 21 Successful Portfolios LLC

13F-HR · $162.67M reported · 169 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $158.51M reported · 206 holdings listed · SEC ↗

Q2 2025
Jul 21 Seros Financial, LLC

13F-HR · $157.77M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 21 Keystone Financial Group, Inc.

13F-HR · $157.02M reported · 148 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $154.36M reported · 214 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $154.01M reported · 208 holdings listed · SEC ↗

Q2 2025
Jul 21 Boyar Asset Management Inc.

13F-HR · $152.82M reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $152.53M reported · 222 holdings listed · SEC ↗

Q2 2025
Jul 21 Catalina Capital Group, LLC

13F-HR · $151.11M reported · 165 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $150.84M reported · 198 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $149.01M reported · 207 holdings listed · SEC ↗

Q2 2025
Jul 21 Future Financial Wealth Managment LLC

13F-HR · $146.77M reported · 451 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $143.68M reported · 220 holdings listed · SEC ↗

Q2 2025
Jul 21 Andina Capital Management, LLC

13F-HR · $142.81M reported · 144 holdings listed · SEC ↗

Q2 2025
Jul 21 Impact Investors, Inc

13F-HR · $141.51M reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 21 Syntax Research, Inc.

13F-HR · $140.80M reported · 187 holdings listed · SEC ↗

Q2 2025
Jul 21 Credential Securities Inc.

13F-HR · $134.03M reported · 199 holdings listed · SEC ↗

Q2 2025
Jul 21 AEGON USA Investment Management, LLC

13F-HR · $133.49M reported · 46 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 21 Pacific Financial Group Inc

13F-HR · $128.11M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 21 Life Planning Partners, Inc

13F-HR · $125.63M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 21 J2 Capital Management Inc

13F-HR · $125.47M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 21 Intrinsic Value Partners, LLC

13F-HR · $112.39M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 21 Compass Planning Associates Inc

13F-HR · $108.95M reported · 124 holdings listed · SEC ↗

Q2 2025
Jul 21 Mendota Financial Group, LLC

13F-HR · $105.74M reported · 98 holdings listed · SEC ↗

Q2 2025
Jul 21 Kennebec Savings Bank

13F-HR · $102.02M reported · 253 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 21 Sageworth Trust Co of South Dakota

13F-HR · $92.29M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 21 Wasserstein Management, L.P.

13F-HR · $91.65M reported · 1 holdings listed · SEC ↗

Q2 2025
Jul 21 Red Mountain Financial, LLC

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

Q2 2025
Jul 21 New Century Financial Group, LLC

13F-HR · $85.21M reported · 109 holdings listed · SEC ↗

Q2 2025
Jul 21 Riverview Trust Co

13F-HR · $80.35M reported · 247 holdings listed · SEC ↗

Q2 2025
Jul 21 AIFG Consultants Ltd.

13F-HR · $51.29M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 21 Sullivan Wood Capital Management LLC

13F-HR · $47.97M reported · 19 holdings listed · SEC ↗

Q2 2025
Jul 21 Franklin Street Advisors Inc /Nc

13F-HR · $1.61M reported · 173 holdings listed · SEC ↗

Q2 2025
Jul 21 Grassi Investment Management

13F-HR · $1.26M reported · 128 holdings listed · SEC ↗

Q2 2025
Jul 21 Cape Cod Five Cents Savings Bank

13F-HR · $1.09M reported · 305 holdings listed · SEC ↗

Q2 2025
Jul 21 Abundance Wealth Counselors

13F-HR · $534,192 reported · 165 holdings listed · SEC ↗

Q2 2025
Jul 21 Single Point Partners, LLC

13F-HR · $457,272 reported · 88 holdings listed · SEC ↗

Q2 2025
Jul 21 F&V Capital Management, LLC

13F-HR · $391,287 reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 21 Sage Financial Management Group, Inc.

13F-HR · $289,064 reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 21 Warner Financial, Inc

13F-HR · $242,335 reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 21 Trust Co of Kansas

13F-HR · $209,562 reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 21 Washington Growth Strategies Llc

13F-HR · $130,903 reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 21 Oak Hill Capital Management, Llc

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

Q2 2025
Jul 21 Mirae Asset Global Investments (USA) Inc.

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

Q2 2025
Jul 21 J. Safra Sarasin Fund Management (Luxembourg) S.A.

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

Q2 2025
Jul 21 Hang Seng Investment Management Ltd

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

Q2 2025
← Previous Page 90 / 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