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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 8,901–9,000 of 10,949 individual filing documents

Apr 22 Adams Natural Resources Fund, Inc.

13F-HR · $862.62M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 22 Caledonia Investments Plc

13F-HR · $855.93M reported · 15 holdings listed · SEC ↗

Q1 2026
Apr 22 Absolute Investment Advisers, Llc

13F-HR · $852.10M reported · 122 holdings listed · SEC ↗

Q1 2026
Apr 22 Orange Investment Advisors, Inc.

13F-HR/A · $771.51M reported · 145 holdings listed · SEC ↗

Q1 2026
Apr 22 Skylands Capital, LLC

13F-HR · $763.03M reported · 155 holdings listed · SEC ↗

Q1 2026
Apr 22 Wallington Asset Management, LLC

13F-HR · $752.33M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 22 Pasadena Private Wealth, LLC

13F-HR · $723.25M reported · 309 holdings listed · SEC ↗

Q1 2026
Apr 22 Apollon Financial, LLC

13F-HR · $723.10M reported · 260 holdings listed · SEC ↗

Q1 2026
Apr 22 Strategic Planning Group, Llc

13F-HR · $715.35M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 22 Matauro, Llc

13F-HR · $692.02M reported · 145 holdings listed · SEC ↗

Q1 2026
Apr 22 Formidable Asset Management, LLC

13F-HR · $647.71M reported · 381 holdings listed · SEC ↗

Q1 2026
Apr 22 Rainey & Randall Wealth Advisors Inc.

13F-HR · $615.62M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 22 Princeton Global Asset Management LLC

13F-HR · $612.93M reported · 829 holdings listed · SEC ↗

Q1 2026
Apr 22 Patton Fund Management, Inc.

13F-HR · $588.75M reported · 488 holdings listed · SEC ↗

Q1 2026
Apr 22 Arcadia Investment Management Corp/Mi

13F-HR · $583.95M reported · 367 holdings listed · SEC ↗

Q1 2026
Apr 22 McLean Asset Management Corp

13F-HR · $571.56M reported · 165 holdings listed · SEC ↗

Q1 2026
Apr 22 Asset Allocation Strategies LLC

13F-HR · $563.07M reported · 168 holdings listed · SEC ↗

Q1 2026
Apr 22 Stone House Investment Management, LLC

13F-HR · $558.05M reported · 1,069 holdings listed · SEC ↗

Q1 2026
Apr 22 Louisbourg Investments Inc.

13F-HR · $528.82M reported · 216 holdings listed · SEC ↗

Q1 2026
Apr 22 Chemung Canal Trust Co

13F-HR · $494.11M reported · 203 holdings listed · SEC ↗

Q1 2026
Apr 22 Yelin Lapidot Holdings Management Ltd.

13F-HR · $480.14M reported · 95 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 22 Churchill Financial Advisors, LLC

13F-HR · $475.83M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 22 Uniting Wealth Partners, LLC

13F-HR · $469.71M reported · 205 holdings listed · SEC ↗

Q1 2026
Apr 22 DDFG, Inc

13F-HR · $464.00M reported · 86 holdings listed · SEC ↗

Q1 2026
Apr 22 Wealth Advisory Solutions, LLC

13F-HR · $448.83M reported · 142 holdings listed · SEC ↗

Q1 2026
Apr 22 Aspire Capital Advisors LLC

13F-HR · $444.13M reported · 122 holdings listed · SEC ↗

Q1 2026
Apr 22 Coston, McIsaac & Partners

13F-HR · $443.50M reported · 941 holdings listed · SEC ↗

Q1 2026
Apr 22 Aspire Private Capital, LLC

13F-HR · $443.05M reported · 292 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Detalus Advisors, LLC

13F-HR · $437.88M reported · 186 holdings listed · SEC ↗

Q1 2026
Apr 22 Mason & Associates, LLC

13F-HR · $436.70M reported · 44 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Gagnon Securities Llc

13F-HR · $433.21M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 22 Hurlow Wealth Management Group, Inc.

13F-HR · $420.09M reported · 120 holdings listed · SEC ↗

Q1 2026
Apr 22 Harrell Investment Partners, Llc

13F-HR · $419.18M reported · 144 holdings listed · SEC ↗

Q1 2026
Apr 22 Atlantic Edge Private Wealth Management, LLC

13F-HR · $407.12M reported · 601 holdings listed · SEC ↗

Q1 2026
Apr 22 Gray Foundation

13F-HR · $396.76M reported · 11 holdings listed · SEC ↗

Q1 2026
Apr 22 Investment Advisory Group, LLC

13F-HR · $393.40M reported · 194 holdings listed · SEC ↗

Q1 2026
Apr 22 Goodman Advisory Group, LLC

13F-HR · $385.45M reported · 184 holdings listed · SEC ↗

Q1 2026
Apr 22 BWM Planning, LLC

13F-HR · $379.12M reported · 118 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Ifrah Financial Services, Inc.

13F-HR · $378.28M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 22 Truefg, Llc

13F-HR · $377.28M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 22 Mindset Wealth Management, Llc

13F-HR · $372.50M reported · 176 holdings listed · SEC ↗

Q1 2026
Apr 22 Atwater Malick LLC

13F-HR · $370.24M reported · 100 holdings listed · SEC ↗

Q1 2026
Apr 22 Peak Planning Group, LLC

13F-HR · $360.81M reported · 120 holdings listed · SEC ↗

Q1 2026
Apr 22 Arcataur Capital Management LLC

13F-HR · $359.40M reported · 103 holdings listed · SEC ↗

Q1 2026
Apr 22 BigSur Wealth Management LLC

13F-HR · $356.48M reported · 164 holdings listed · SEC ↗

Q1 2026
Apr 22 Accretive Wealth Partners, LLC

13F-HR · $355.82M reported · 180 holdings listed · SEC ↗

Q1 2026
Apr 22 Lawson Kroeker Investment Management Inc/Ne

13F-HR · $343.10M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 22 Seneca Financial Advisors LLC

13F-HR · $341.27M reported · 64 holdings listed · SEC ↗

Q1 2026
Apr 22 Pinnacle Bancorp, Inc.

13F-HR · $338.84M reported · 885 holdings listed · SEC ↗

Q1 2026
Apr 22 Freedom Investment Management, Inc.

13F-HR · $336.95M reported · 153 holdings listed · SEC ↗

Q1 2026
Apr 22 Quattro Financial Advisors Llc

13F-HR · $330.94M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 22 Gold Investment Management Ltd.

13F-HR · $322.92M reported · 201 holdings listed · SEC ↗

Q1 2026
Apr 22 Storen Legacy Partners, LLC

13F-HR · $318.99M reported · 102 holdings listed · SEC ↗

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

13F-HR · $314.79M reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 22 Towne Trust Company, N.A

13F-HR · $311.36M reported · 349 holdings listed · SEC ↗

Q1 2026
Apr 22 Tred Avon Family Wealth, Llc

13F-HR · $301.34M reported · 262 holdings listed · SEC ↗

Q1 2026
Apr 22 Sykon Capital Llc

13F-HR · $300.05M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 22 Montgomery Investment Management Inc

13F-HR · $293.09M reported · 103 holdings listed · SEC ↗

Q1 2026
Apr 22 Realta Investment Advisors

13F-HR · $288.29M reported · 367 holdings listed · SEC ↗

Q1 2026
Apr 22 Kenora Financial, LLC

13F-HR · $285.51M reported · 132 holdings listed · SEC ↗

Q1 2026
Apr 22 Foundation Wealth Management, LLC\PA

13F-HR · $283.52M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 22 Bluesphere Advisors LLC

13F-HR · $281.31M reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 22 Biltmore Wealth Management, LLC

13F-HR · $281.20M reported · 60 holdings listed · SEC ↗

Q1 2026
Apr 22 Ketron Financial

13F-HR · $279.34M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 22 Independence Asset Advisors, LLC

13F-HR · $276.60M reported · 24 holdings listed · SEC ↗

Q1 2026
Apr 22 BKM Wealth Management, LLC

13F-HR · $273.87M reported · 148 holdings listed · SEC ↗

Q1 2026
Apr 22 Applied Capital LLC

13F-HR · $267.88M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 22 Landmark Wealth Management, Inc.

13F-HR · $265.14M reported · 70 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 1492 Capital Management LLC

13F-HR · $262.64M reported · 130 holdings listed · SEC ↗

Q1 2026
Apr 22 Traveka Wealth, LLC

13F-HR · $261.97M reported · 186 holdings listed · SEC ↗

Q1 2026
Apr 22 Penney Financial, Llc

13F-HR · $260.64M reported · 48 holdings listed · SEC ↗

Q1 2026
Apr 22 HMS Capital Management, LLC

13F-HR · $258.53M reported · 115 holdings listed · SEC ↗

Q1 2026
Apr 22 Beacon Financial Planning, Inc

13F-HR · $258.19M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 22 Kennedy Investment Group, Inc.

13F-HR · $255.35M reported · 135 holdings listed · SEC ↗

Q1 2026
Apr 22 Phoenix Wealth Advisors

13F-HR · $253.17M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 22 Wetzel Investment Advisors, Inc.

13F-HR · $251.53M reported · 142 holdings listed · SEC ↗

Q1 2026
Apr 22 FSA Investment Group, LLC

13F-HR · $248.44M reported · 45 holdings listed · SEC ↗

Q1 2026
Apr 22 Avalon Advisory Group

13F-HR · $247.85M reported · 12 holdings listed · SEC ↗

Q1 2026
Apr 22 MRA Advisory Group

13F-HR · $245.27M reported · 142 holdings listed · SEC ↗

Q1 2026
Apr 22 Creekside Partners

13F-HR · $242.86M reported · 183 holdings listed · SEC ↗

Q1 2026
Apr 22 Gunderson Capital Management LLC

13F-HR · $239.17M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 22 Genesee Capital Advisors, LLC

13F-HR · $238.64M reported · 138 holdings listed · SEC ↗

Q1 2026
Apr 22 Foundry Financial LLC

13F-HR · $236.06M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 22 Midwest Financial Group LLC

13F-HR · $234.50M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 22 Peak Financial Advisors Llc

13F-HR · $230.70M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 22 Citrine Capital LLC

13F-HR · $230.65M reported · 58 holdings listed · SEC ↗

Q1 2026
Apr 22 Two Point Capital Management, Inc.

13F-HR · $229.02M reported · 28 holdings listed · SEC ↗

Q1 2026
Apr 22 My Personal CFO, LLC

13F-HR · $228.36M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 22 Financial Planning Navigators CORP

13F-HR · $228.14M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 22 Financial Futures Ltd Liability Co.

13F-HR · $227.64M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 22 Grove Street Fiduciary, LLC

13F-HR · $227.01M reported · 74 holdings listed · SEC ↗

Q1 2026
Apr 22 Bravera Wealth

13F-HR · $222.02M reported · 410 holdings listed · SEC ↗

Q1 2026
Apr 22 Yoder Wealth Management, Inc.

13F-HR · $219.35M reported · 124 holdings listed · SEC ↗

Q1 2026
Apr 22 Pflug Koory, LLC

13F-HR · $218.25M reported · 419 holdings listed · SEC ↗

Q1 2026
Apr 22 Retirement Guys Formula Llc

13F-HR · $217.45M reported · 154 holdings listed · SEC ↗

Q1 2026
Apr 22 Jim Saulnier & Associates, Llc

13F-HR · $205.48M reported · 139 holdings listed · SEC ↗

Q1 2026
Apr 22 apricus wealth, LLC

13F-HR · $205.23M reported · 120 holdings listed · SEC ↗

Q1 2026
Apr 22 Kapstone Financial Advisors LLC

13F-HR · $204.15M reported · 154 holdings listed · SEC ↗

Q1 2026
Apr 22 tru Independence LLC

13F-HR · $202.20M reported · 102 holdings listed · SEC ↗

Q1 2026
Apr 22 Cornerstone Enterprises, Llc

13F-HR · $201.07M reported · 35 holdings listed · SEC ↗

Q1 2026
← Previous Page 90 / 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