★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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

8,909 of approximately 8,795 expected managers have filed for Q2 2026 (101.3%); “expected” = the prior season's filer count

9,44413F-HR reports
$79.47TΣ reported value
4.45MHoldings listedall filers · Q2 2026
179Amendments
1,959Notice filings
Jul 01First filed
Oct 27Latest filed

Σ value = cover-page totals as reported, across 9,443 of 9,444 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

9,444 reports filed Jul 01 to Sep 29; busiest day Aug 14 with 1,7844999991,4981,998Jul 01: 28 reportsJul 02: 33 reportsJul 06: 39 reportsJul 07: 114 reportsJul 08: 115 reportsJul 09: 194 reportsJul 10: 99 reportsJul 13: 155 reportsJul 14: 184 reportsJul 15: 199 reportsJul 16: 179 reportsJul 17: 122 reportsJul 20: 180 reportsJul 21: 221 reportsJul 22: 241 reportsJul 23: 261 reportsJul 24: 269 reportsJul 27: 297 reportsJul 28: 256 reportsJul 29: 241 reportsJul 30: 210 reportsJul 31: 203 reportsAug 03: 216 reportsAug 04: 225 reportsAug 05: 281 reportsAug 06: 307 reportsAug 07: 409 reportsAug 10: 351 reportsAug 11: 429 reportsAug 12: 458 reportsAug 13: 708 reportsAug 14: 1,784 reportsAug 17: 91 reportsAug 18: 37 reportsAug 19: 23 reportsAug 20: 14 reportsAug 21: 8 reportsAug 24: 10 reportsAug 25: 31 reportsAug 26: 18 reportsAug 27: 57 reportsAug 28: 4 reportsAug 31: 5 reportsSep 01: 4 reportsSep 02: 14 reportsSep 03: 3 reportsSep 04: 8 reportsSep 08: 2 reportsSep 09: 5 reportsSep 10: 8 reportsSep 11: 7 reportsSep 14: 6 reportsSep 15: 4 reportsSep 16: 32 reportsSep 17: 5 reportsSep 18: 4 reportsSep 21: 5 reportsSep 22: 14 reportsSep 23: 7 reportsSep 24: 7 reportsSep 25: 2 reportsSep 29: 1 reports100%45-day deadline · Aug 141,784 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 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.
48.4% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+51,523New positions
−37,326Full exits
215,885Increased
169,750Reduced
234Comparable 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
SPCX Space Exploration… +164 +165 165
FDXF FedEx Freight… +163 +164 164
HONA Honeywell Aerospace… +160 +160 160
TRI Thomson Reuters… +118 +119 120
VGNT Versigent PLC +104 +107 119
CBRS Cerebras Systems… +102 +103 103
KEEL Keel Infrastructure… +93 +93 93
WSE Wise Group plc… +87 +88 88

Most reduced so far

SecurityΔ holdersExitsHolders
MAPS -54 −54 3
SNBRQ -51 −52 3
SGMOQ -40 −41 3
WIX Wix.com Ltd. -21 −25 93
NVRI Enviri Corporation -20 −22 55
MNDY monday.com Ltd. -19 −25 93
MQ Marqeta, Inc. -19 −22 81
EPAM EPAM Systems, Inc. -18 −27 121

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $6.73T 49,968 Aug 07
2 Vanguard Capital Management Llc $4.68T 4,092 Aug 13
3 State Street Global Advisors $3.37T 4,177 Aug 07
4 Fidelity (FMR) $2.30T 13,978 Aug 13
5 Vanguard Portfolio Management Llc (cover page only) $2.22T 3,141 Aug 13
6 Morgan Stanley $1.89T 45,905 Aug 13
7 Geode Capital Management $1.88T 8,470 Aug 12
8 JPMorgan Chase $1.81T 34,064 Aug 12
9 Bank Of America Corp /De/ $1.55T 18,318 Aug 14
10 Susquehanna International Group, Llp $1.28T 15,205 Aug 14
11 Invesco Ltd. $1.26T 23,395 Aug 14
12 Jane Street Group, Llc $1.21T 14,718 Aug 14
Notable manager changes
01 Assenagon Asset Management S.A.

Reported value +143.5% QoQ ($65.87B → $160.39B)

→
02 Nomura Holdings Inc

Reported value +126.3% QoQ ($37.71B → $85.36B)

→
03 Third Point

Reported value +124.7% QoQ ($2.08B → $4.68B)

→
04 Bamco Inc /Ny/

Reported value +101.2% QoQ ($33.13B → $66.64B)

→
05 Norges Bank

+1602 new positions this quarter (1,617 total)

→
06 Citadel Advisors

+1586 new positions this quarter (16,122 total)

→
07 Hrt Financial Lp

+1551 new positions this quarter (4,119 total)

→
08 Jane Street Group, Llc

+1523 new positions this quarter (14,718 total)

→
09 Walleye Trading LLC

Top-10 concentration 31% → 42% (+10.9pp)

→
10 Optiver Holding B.V.

Top-10 concentration 52% → 61% (+9.7pp)

→

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
Intrepid Capital Management Inc new holdings Aug 12 Oct 27 $281.85M → $240,108 (-99.9%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $150.35B → $150.42B (0.0%) SEC ↗
Retirement Solution LLC restatement Aug 11 Oct 27 $511.44M → $224.42M (-56.1%) SEC ↗
Sage Financial Group Inc restatement Jul 21 Oct 27 $1.81B → $1.78B (-1.6%) SEC ↗
Abundance Wealth Counselors restatement Jul 23 Oct 26 $1.54B → $731.71M (-52.5%) SEC ↗
East Coast Asset Management, LLC. restatement Aug 14 Oct 26 $338.60M → $623.91M (+84.3%) SEC ↗
HMS Capital Management, LLC restatement Jul 21 Oct 20 $267.36M → $267.36M (0.0%) SEC ↗
Howard Financial Services, Ltd. new holdings Jul 07 Oct 14 $1.00B → $927.27M (-7.4%) SEC ↗
Blackstone Inc. new holdings Aug 14 Oct 09 $32.93B → $6.03B (-81.7%) SEC ↗
Caz Investments Lp new holdings Aug 13 Oct 09 $95.93M → $479.39M (+399.8%) SEC ↗
Elm Partners Management LLC restatement Jul 28 Oct 07 $2.79B → $3.36B (+20.5%) SEC ↗
Advus Financial Partners, LLC restatement Aug 25 Oct 02 $259.41M → $350.95M (+35.3%) SEC ↗
Allie Family Office LLC restatement Aug 13 Oct 02 $269.25M → $270.42M (+0.4%) SEC ↗
Greenwich Wealth Management LLC new holdings Aug 12 Sep 29 $2.74M → $4.35M (+58.7%) SEC ↗
Envestnet Portfolio Solutions, Inc. restatement Jul 20 Sep 23 $20.87B → $20.90B (+0.2%) 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 10,852 managers that reported this season
One row per manager: these managers filed 11,582 separate documents; advisers may file one 13F per sub-portfolio. A further 141 superseded versions are excluded. Totals combine only live documents.

Jul 22 Foundry Financial Group, Inc.

$231.29M reported · 80 holdings listed · SEC ↗

Q2 2026
Jul 22 Wildcat Capital Management, LLC

$228.53M reported · 3 holdings listed · SEC ↗

Q2 2026
Jul 22 Catawba River Capital

$223.49M reported · 24 holdings listed · SEC ↗

Q2 2026
Jul 22 Symphony Financial Services, Inc.

$222.62M reported · 105 holdings listed · SEC ↗

Q2 2026
Jul 22 Sylvest Advisors, LLC

$221.83M reported · 78 holdings listed · SEC ↗

Q2 2026
Jul 22 Franchise GP Ltd

$215.23M reported · 39 holdings listed · SEC ↗

Q2 2026
Jul 22 Base Wealth Management LLC

$214.99M reported · 67 holdings listed · SEC ↗

Q2 2026
Jul 22 Bayshore Capital Advisors, LLC

$214.20M reported · 42 holdings listed · SEC ↗

Q2 2026
Jul 22 Kingsman Wealth Management, Inc.

$213.61M reported · 76 holdings listed · SEC ↗

Q2 2026
Jul 22 RCS Financial Planning, LLC

$211.20M reported · 102 holdings listed · SEC ↗

Q2 2026
Jul 22 apricus wealth, LLC

$209.50M reported · 129 holdings listed · SEC ↗

Q2 2026
Jul 22 Oak Wealth Advisors LLC

$208.49M reported · 69 holdings listed · SEC ↗

Q2 2026
Jul 22 Meridian Financial Advisors, LLC

$208.13M reported · 146 holdings listed · SEC ↗

Q2 2026
Jul 22 RWQ Financial Management Services, Inc.

$207.34M reported · 24 holdings listed · SEC ↗

Q2 2026
Jul 22 Andera Partners

$206.48M reported · 8 holdings listed · SEC ↗

Q2 2026
Jul 22 4J Wealth Management LLC

$203.87M reported · 111 holdings listed · SEC ↗

Q2 2026
Jul 22 Sage Advisory Services, Ltd.Co.

$203.24M reported · 46 holdings listed · SEC ↗

Q2 2026
Jul 22 Washburn Capital Management, Inc.

$203.14M reported · 56 holdings listed · SEC ↗

Q2 2026
Jul 22 Two West Capital Advisors LLC

$201.16M reported · 101 holdings listed · SEC ↗

Q2 2026
Jul 22 Virginia Wealth Management Group, Inc.

$200.82M reported · 57 holdings listed · SEC ↗

Q2 2026
Jul 22 Riverbend Wealth Management, LLC

$199.12M reported · 176 holdings listed · SEC ↗

Q2 2026
Jul 22 Harbour Investment Management Llc

$193.64M reported · 108 holdings listed · SEC ↗

Q2 2026
Jul 22 Fearless Solutions, LLC dba Best Invest

$189.39M reported · 139 holdings listed · SEC ↗

Q2 2026
Jul 22 Legacies Wealth LLC

$182.56M reported · 109 holdings listed · SEC ↗

Q2 2026
Jul 22 Sterling Investment Management, Llc

$182.33M reported · 66 holdings listed · SEC ↗

Q2 2026
Jul 22 Hidden Cove Wealth Management, LLC

$181.57M reported · 133 holdings listed · SEC ↗

Q2 2026
Jul 22 Rochester Wealth Strategies, LLC

$180.68M reported · 28 holdings listed · SEC ↗

Q2 2026
Jul 22 Cross Staff Investments Inc

$177.62M reported · 133 holdings listed · SEC ↗

Q2 2026
Jul 22 Vannoy Advisory Group, Inc.

$176.92M reported · 30 holdings listed · SEC ↗

Q2 2026
Jul 22 Albert D Mason Inc

$175.98M reported · 139 holdings listed · SEC ↗

Q2 2026
Jul 22 Capstone Capital Llc

$175.08M reported · 26 holdings listed · SEC ↗

Q2 2026
Jul 22 American Institute for Advanced Investment…

$173.06M reported · 159 holdings listed · SEC ↗

Q2 2026
Jul 22 Hopwood Financial Services, Inc.

$172.67M reported · 92 holdings listed · SEC ↗

Q2 2026
Jul 22 Networth Advisors, LLC

$172.11M reported · 383 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 22 RiverTree Advisors, LLC

$169.34M reported · 72 holdings listed · SEC ↗

Q2 2026
Jul 22 MFA Wealth Services

$167.44M reported · 134 holdings listed · SEC ↗

Q2 2026
Jul 22 Orca Wealth Management, LLC

$166.65M reported · 83 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 22 Shum Financial Group, Inc.

$165.92M reported · 106 holdings listed · SEC ↗

Q2 2026
Jul 22 JDH Wealth Management, LLC

$164.33M reported · 61 holdings listed · SEC ↗

Q2 2026
Jul 22 Sippican Capital Advisors

$163.92M reported · 111 holdings listed · SEC ↗

Q2 2026
Jul 22 Climber Capital SA

$163.53M reported · 64 holdings listed · SEC ↗

Q2 2026
Jul 22 Pinnacle Wealth Management, LLC

$161.45M reported · 31 holdings listed · SEC ↗

Q2 2026
Jul 22 Aureum Wealth Management, LLC

$161.29M reported · 62 holdings listed · SEC ↗

Q2 2026
Jul 22 Lighthouse Wealth Management Inc.

$161.05M reported · 47 holdings listed · SEC ↗

Q2 2026
Jul 22 SpringVest Wealth Management LLC

$158.99M reported · 74 holdings listed · SEC ↗

Q2 2026
Jul 22 AGH Wealth Advisors, LLC

$158.48M reported · 191 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 22 Clarendon Private LLC

$155.61M reported · 124 holdings listed · SEC ↗

Q2 2026
Jul 22 Floyd Financial Group Llc

$153.15M reported · 65 holdings listed · SEC ↗

Q2 2026
Jul 22 Capital Squared Financial LLC

$152.96M reported · 87 holdings listed · SEC ↗

Q2 2026
Jul 22 State of Wisconsin - Board of Commissioners of…

$152.75M reported · 6 holdings listed · SEC ↗

Q2 2026
Jul 22 Spartan Planning & Wealth Management

$150.26M reported · 75 holdings listed · SEC ↗

Q2 2026
Jul 22 Rf&L Wealth Management, Llc

$147.78M reported · 50 holdings listed · SEC ↗

Q2 2026
Jul 22 Red Tree Management, LLC

$147.28M reported · 3 holdings listed · SEC ↗

Q2 2026
Jul 22 Winnacle Wealth Llc

$147.07M reported · 137 holdings listed · SEC ↗

Q2 2026
Jul 22 Split Rock Private Trading & Wealth Management, LLC

$145.83M reported · 49 holdings listed · SEC ↗

Q2 2026
Jul 22 JM2 Capital Inc.

$145.72M reported · 121 holdings listed · SEC ↗

Q2 2026
Jul 22 Liberty Atlantic Advisors LLC

$138.98M reported · 86 holdings listed · SEC ↗

Q2 2026
Jul 22 Farnam Financial LLC

$137.14M reported · 53 holdings listed · SEC ↗

Q2 2026
Jul 22 Paragon Capital Management Inc

$135.00M reported · 80 holdings listed · SEC ↗

Q2 2026
Jul 22 Life Planning Partners, Inc

$134.54M reported · 71 holdings listed · SEC ↗

Q2 2026
Jul 22 Harbor Asset Planning, Inc.

$133.15M reported · 2,028 holdings listed · SEC ↗

Q2 2026
Jul 22 Milfam Llc

$128.19M reported · 13 holdings listed · SEC ↗

Q2 2026
Jul 22 Alta Partners Management Company, L.P.

$127.32M reported · 2 holdings listed · SEC ↗

Q2 2026
Jul 22 Alliance Wealth Strategies, LLC d/b/a Brown Edwards…

$127.27M reported · 65 holdings listed · SEC ↗

Q2 2026
Jul 22 York GP, Ltd.

$126.35M reported · 3 holdings listed · SEC ↗

Q2 2026
Jul 22 Robocap Asset Management Ltd

$124.01M reported · 22 holdings listed · SEC ↗

Q2 2026
Jul 22 Corps Capital Advisors, LLC

$123.97M reported · 99 holdings listed · SEC ↗

Q2 2026
Jul 22 ATLas Financial Planning LLC

$123.34M reported · 69 holdings listed · SEC ↗

Q2 2026
Jul 22 Benchmark Financial, LLC

$122.70M reported · 54 holdings listed · SEC ↗

Q2 2026
Jul 22 Curat Global, LLC

$122.40M reported · 253 holdings listed · SEC ↗

Q2 2026
Jul 22 Chapman Investment Management, LLC

$121.24M reported · 27 holdings listed · SEC ↗

Q2 2026
Jul 22 Investment Management Corp /Va/ /Adv

$119.80M reported · 50 holdings listed · SEC ↗

Q2 2026
Jul 22 Mann Financial Group, Inc.

$119.50M reported · 34 holdings listed · SEC ↗

Q2 2026
Jul 22 TrustWell Financial Advisors, LLC

$117.85M reported · 78 holdings listed · SEC ↗

Q2 2026
Jul 22 Entelevest, LLC

$117.05M reported · 142 holdings listed · SEC ↗

Q2 2026
Jul 22 Chicago Capital Management, LLC

$112.30M reported · 27 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 22 Banta Asset Management Lp

$111.99M reported · 20 holdings listed · SEC ↗

Q2 2026
Jul 22 Q Fund Management (Hong Kong) Ltd

$109.55M reported · 26 holdings listed · SEC ↗

Q2 2026
Jul 22 Retireful, LLC

$107.47M reported · 81 holdings listed · SEC ↗

Q2 2026
Jul 22 Oregon Pacific Wealth Management, LLC

$106.59M reported · 156 holdings listed · SEC ↗

Q2 2026
Jul 22 Xena Financial Planning, LLC

$104.24M reported · 38 holdings listed · SEC ↗

Q2 2026
Jul 22 Englebert Financial Advisers, LLC

$101.55M reported · 65 holdings listed · SEC ↗

Q2 2026
Jul 22 Sage Investment Counsel LLC

$99.86M reported · 126 holdings listed · SEC ↗

Q2 2026
Jul 22 Mayar Capital Ltd.

$89.14M reported · 16 holdings listed · SEC ↗

Q2 2026
Jul 22 Stapp Wealth Management, Pllc

$76.53M reported · 32 holdings listed · SEC ↗

Q2 2026
Jul 22 Sullivan Wood Capital Management LLC

$73.03M reported · 23 holdings listed · SEC ↗

Q2 2026
Jul 22 JCSD Capital, LLC

$68.62M reported · 19 holdings listed · SEC ↗

Q2 2026
Jul 22 Praxis Capital Management LLC

$63.10M reported · 29 holdings listed · SEC ↗

Q2 2026
Jul 22 Savior LLC

$34.86M reported · 19 holdings listed · SEC ↗

Q2 2026
Jul 22 Evensky & Katz LLC

$1.94M reported · 72 holdings listed · SEC ↗

Q2 2026
Jul 22 Premier Fund Managers Ltd

$1.10M reported · 175 holdings listed · SEC ↗

Q2 2026
Jul 22 Harvey Investment Co Llc

$917,832 reported · 100 holdings listed · SEC ↗

Q2 2026
Jul 22 North Growth Management Ltd.

$780,235 reported · 48 holdings listed · SEC ↗

Q2 2026
Jul 22 Trust Co of Kansas

$194,954 reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 22 Aurora Private Wealth, Inc.

$157,578 reported · 177 holdings listed · SEC ↗

Q2 2026
Jul 22 Lesa Sroufe & Co

$140,214 reported · 68 holdings listed · SEC ↗

Q2 2026
Jul 22 Lakehouse Capital Pty Ltd

$90,465 reported · 12 holdings listed · SEC ↗

Q2 2026
Jul 22 Altos Ventures Management, Inc.

value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2026
Jul 22 El Puerto de Liverpool, S.A.B. de C.V.

value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2026
Jul 22 Mirae Asset Global Investments (USA) Inc.

value not stated on cover page · SEC ↗

Q2 2026
← Previous Page 90 / 109 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