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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
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CAI Caris Life… +13 +13 16
CIB Grupo Cibest S.A. +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
ALKT Alkami Technology… -6 −6 11
JD JD.com, Inc. -5 −6 17
VSTS Vestis Corporation -5 −6 14
DECK Deckers Outdoor… -5 −5 17
DD DuPont de Nemours… -5 −5 21
HTHT H World Group… -5 −5 11
HAIN -5 −5 12
IBP Installed Building… -5 −5 12

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 9,001–9,100 of 9,941 managers that reported this season
One row per manager: these managers filed 10,673 separate documents; advisers may file one 13F per sub-portfolio. A further 262 superseded versions are excluded. Totals combine only live documents.

Jul 15 Total Wealth Planning, LLC

$791.30M reported · 105 holdings listed · SEC ↗

Q2 2025
Jul 15 RTD Financial Advisors, Inc.

$781.54M reported · 108 holdings listed · SEC ↗

Q2 2025
Jul 15 Financial Partners Group, Inc

$723.15M reported · 201 holdings listed · SEC ↗

Q2 2025
Jul 15 Legacy Financial Group LLC

$716.41M reported · 113 holdings listed · SEC ↗

Q2 2025
Jul 15 Cardinal Capital Management

$681.39M reported · 128 holdings listed · SEC ↗

Q2 2025
Jul 15 Accurate Wealth Management, LLC

$653.71M reported · 442 holdings listed · SEC ↗

Q2 2025
Jul 15 SJS Investment Consulting Inc.

$630.44M reported · 1,801 holdings listed · SEC ↗

Q2 2025
Jul 15 Affinity Wealth Management Llc

$625.97M reported · 99 holdings listed · SEC ↗

Q2 2025
Jul 15 James J. Burns & Company, LLC

$613.09M reported · 156 holdings listed · SEC ↗

Q2 2025
Jul 15 Marquette Asset Management, LLC

$596.60M reported · 133 holdings listed · SEC ↗

Q2 2025
Jul 15 Regatta Capital Group, Llc

$582.44M reported · 210 holdings listed · SEC ↗

Q2 2025
Jul 15 DSG Capital Advisors, LLC

$562.51M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 15 Alpha Omega Wealth Management LLC

$558.43M reported · 206 holdings listed · SEC ↗

Q2 2025
Jul 15 Retirement Income Solutions, Inc

$545.02M reported · 158 holdings listed · SEC ↗

Q2 2025
Jul 15 Wilsey Asset Management Inc

$542.77M reported · 24 holdings listed · SEC ↗

Q2 2025
Jul 15 Perennial Advisors, LLC

$538.30M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 15 Well Done, LLC

$533.20M reported · 176 holdings listed · SEC ↗

Q2 2025
Jul 15 Lynch & Associates/In

$496.36M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 15 Permanent Capital Management, LP

$478.74M reported · 158 holdings listed · SEC ↗

Q2 2025
Jul 15 High Ground Investment Management LLP

$477.08M reported · 6 holdings listed · SEC ↗

Q2 2025
Jul 15 Cranbrook Wealth Management, LLC

$468.69M reported · 400 holdings listed · SEC ↗

Q2 2025
Jul 15 Family Investment Center, Inc.

$441.39M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 15 Verum Partners LLC

$434.11M reported · 169 holdings listed · SEC ↗

Q2 2025
Jul 15 Peddock Capital Advisors, Llc

$432.41M reported · 157 holdings listed · SEC ↗

Q2 2025
Jul 15 Am Investment Strategies Llc

$424.99M reported · 107 holdings listed · SEC ↗

Q2 2025
Jul 15 IMS Capital Management 2 reports combined

$412.44M reported · 285 holdings listed · SEC ↗

Jul 15–Jul 15
Jul 15 Grey Ledge Advisors, LLC

$408.44M reported · 242 holdings listed · SEC ↗

Q2 2025
Jul 15 Shulman DeMeo Asset Management LLC

$403.89M reported · 118 holdings listed · SEC ↗

Q2 2025
Jul 15 BigSur Wealth Management LLC

$396.13M reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 15 Smith & Howard Wealth Management, LLC

$394.84M reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 15 Harrell Investment Partners, Llc

$394.60M reported · 124 holdings listed · SEC ↗

Q2 2025
Jul 15 McCarthy & Cox

$381.84M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 15 Elevated Capital Advisors, LLC

$376.87M reported · 259 holdings listed · SEC ↗

Q2 2025
Jul 15 World Equity Group, Inc.

$366.59M reported · 317 holdings listed · SEC ↗

Q2 2025
Jul 15 Aspire Capital Advisors LLC

$362.09M reported · 102 holdings listed · SEC ↗

Q2 2025
Jul 15 Home Federal Bank Of Tennessee

$352.69M reported · 134 holdings listed · SEC ↗

Q2 2025
Jul 15 Xcel Wealth Management, LLC

$351.35M reported · 129 holdings listed · SEC ↗

Q2 2025
Jul 15 Great Oak Capital Partners, Llc

$349.21M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 15 tru Independence LLC

$345.84M reported · 126 holdings listed · SEC ↗

Q2 2025
Jul 15 Kelly Financial Group Llc

$345.59M reported · 84 holdings listed · SEC ↗

Q2 2025
Jul 15 Carr Financial Group Corp

$338.89M reported · 187 holdings listed · SEC ↗

Q2 2025
Jul 15 Bnc Wealth Management, Llc

$337.07M reported · 98 holdings listed · SEC ↗

Q2 2025
Jul 15 Bank Of Stockton

$335.77M reported · 153 holdings listed · SEC ↗

Q2 2025
Jul 15 Droms Strauss Advisors Inc /Mo/ /Adv

$326.06M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 15 Eaton Financial Holdings Company, LLC

$325.01M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 15 EWG Elevate Inc.

$324.58M reported · 142 holdings listed · SEC ↗

Q2 2025
Jul 15 Palumbo Wealth Management LLC

$322.89M reported · 197 holdings listed · SEC ↗

Q2 2025
Jul 15 Level Financial Advisors

$321.39M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 15 Highland Financial Advisors, LLC

$311.54M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 15 Main Street Group, LTD

$307.37M reported · 1,414 holdings listed · SEC ↗

Q2 2025
Jul 15 Missouri Trust & Investment Co

$306.06M reported · 426 holdings listed · SEC ↗

Q2 2025
Jul 15 Fortitude Family Office, LLC

$304.67M reported · 2,026 holdings listed · SEC ↗

Q2 2025
Jul 15 Hall Laurie J Trustee

$302.44M reported · 282 holdings listed · 15 other managers included · SEC ↗

Q2 2025
Jul 15 Jeppson Wealth Management, Llc

$289.12M reported · 211 holdings listed · SEC ↗

Q2 2025
Jul 15 Revisor Wealth Management LLC

$277.32M reported · 271 holdings listed · SEC ↗

Q2 2025
Jul 15 Santori & Peters, Inc.

$276.41M reported · 69 holdings listed · SEC ↗

Q2 2025
Jul 15 Clarus Group, Inc.

$272.29M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 15 Town & Country Bank & Trust CO dba First Bankers…

$270.23M reported · 139 holdings listed · SEC ↗

Q2 2025
Jul 15 Wealth Effects Llc

$267.25M reported · 205 holdings listed · SEC ↗

Q2 2025
Jul 15 Seven Post Investment Office LP

$265.45M reported · 34 holdings listed · SEC ↗

Q2 2025
Jul 15 Retirement Guys Formula Llc

$263.33M reported · 145 holdings listed · SEC ↗

Q2 2025
Jul 15 Kanen Wealth Management LLC

$261.37M reported · 27 holdings listed · SEC ↗

Q2 2025
Jul 15 Heritage Oak Wealth Advisors Llc

$258.95M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 15 Wela Strategies, Inc.

$253.41M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 15 Family Wealth Partners, Llc

$249.87M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 15 Buttonwood Financial Advisors Inc.

$249.13M reported · 99 holdings listed · SEC ↗

Q2 2025
Jul 15 Colonial River Investments, LLC

$232.29M reported · 223 holdings listed · SEC ↗

Q2 2025
Jul 15 Boyd Wealth Management, LLC

$230.95M reported · 52 holdings listed · SEC ↗

Q2 2025
Jul 15 Tenon Financial LLC

$226.40M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 15 Avaii Wealth Management, Llc

$225.02M reported · 132 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 15 Cora Capital Advisors Llc

$224.60M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 15 Christensen, King & Associates Investment Services…

$218.21M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 15 ACT Advisors, LLC.

$216.23M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 15 StoneCrest Wealth Management, Inc.

$209.91M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 15 Postrock Partners Llc

$209.12M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 15 Cordant, Inc.

$207.25M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 15 Sightline Wealth Advisors, LLC

$207.14M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 15 Burns Matteson Capital Management, LLC

$207.03M reported · 186 holdings listed · SEC ↗

Q2 2025
Jul 15 Centerline Wealth Advisors, LLC

$203.78M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 15 Significant Wealth Partners LLC

$203.58M reported · 96 holdings listed · SEC ↗

Q2 2025
Jul 15 Alhambra Investment Management LLC

$201.66M reported · 180 holdings listed · SEC ↗

Q2 2025
Jul 15 Oxinas Partners, LLC

$194.82M reported · 124 holdings listed · SEC ↗

Q2 2025
Jul 15 Banyan Capital Management, Inc.

$194.47M reported · 19 holdings listed · SEC ↗

Q2 2025
Jul 15 Chronos Wealth Management, LLC

$193.05M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 15 Ridgecrest Wealth Partners, Llc

$189.45M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 15 Hippocratic Financial Advisors, LLC

$187.21M reported · 24 holdings listed · SEC ↗

Q2 2025
Jul 15 Kempner Capital Management Inc.

$186.72M reported · 47 holdings listed · SEC ↗

Q2 2025
Jul 15 Optima Capital Llc

$185.86M reported · 254 holdings listed · SEC ↗

Q2 2025
Jul 15 BostonPremier Wealth LLC

$180.30M reported · 63 holdings listed · SEC ↗

Q2 2025
Jul 15 Roger Wittlin Investment Advisory, LLC

$179.39M reported · 43 holdings listed · SEC ↗

Q2 2025
Jul 15 Beacon Financial Planning, Inc

$179.12M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 15 Kentucky Trust Co

$174.43M reported · 297 holdings listed · SEC ↗

Q2 2025
Jul 15 First City Capital Management, Inc.

$173.25M reported · 145 holdings listed · SEC ↗

Q2 2025
Jul 15 Charter Capital Management, LLC\DE

$170.31M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 15 Wynnefield Capital Inc

$169.53M reported · 16 holdings listed · SEC ↗

Q2 2025
Jul 15 Herbst Group, Llc

$166.87M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 15 Cassia Capital Partners, LLC

$166.27M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 15 Hofer & Associates. Inc

$160.28M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 15 Vestment Financial LLC

$157.70M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 15 Atmos Advisory, Llc

$156.88M reported · 20 holdings listed · SEC ↗

Q2 2025
← Previous Page 91 / 100 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