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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
ETOR eToro Group Ltd. +15 +15 17
B Barrick Mining… +15 +15 18
RKLB Rocket Lab USA, Inc. +14 +14 17
CHYM Chime Financial… +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
DD DuPont de Nemours… -5 −5 21
MZTI The Marzetti Company -5 −5 13
HAIN -5 −5 12
IIIV i3 Verticals, Inc. -5 −5 9
DECK Deckers Outdoor… -5 −5 17

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 10,673 individual filing documents

Jul 21 Mirae Asset Global Investments (Hong Kong) LTD

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

Q2 2025
Jul 21 ASR Nederland N.V.

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

Q2 2025
Jul 21 Global Atlantic Investment Advisors, LLC

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

Q2 2025
Jul 21 Hsbc Global Asset Management (France)

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

Q2 2025
Jul 18 Truist Financial Corp

13F-HR · $68.34B reported · 4,895 holdings listed · 2 other managers included · analysis · SEC ↗

Q2 2025
Jul 18 Robeco Institutional Asset Management B.V.

13F-HR · $61.85B reported · 860 holdings listed · 2 other managers included · analysis · SEC ↗

Q2 2025
Jul 18 Ninety One UK Ltd

13F-HR · $42.61B reported · 202 holdings listed · analysis · SEC ↗

Q2 2025
Jul 18 CHURCHILL MANAGEMENT Corp

13F-HR · $9.21B reported · 164 holdings listed · SEC ↗

Q2 2025
Jul 18 Bartlett & Co. Wealth Management Llc

13F-HR · $7.16B reported · 1,249 holdings listed · SEC ↗

Q2 2025
Jul 18 Lbp Am Sa

13F-HR · $7.11B reported · 442 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 18 Union Bancaire Privee, UBP SA

13F-HR · $6.88B reported · 501 holdings listed · SEC ↗

Q2 2025
Jul 18 Pure Financial Advisors, LLC

13F-HR · $5.68B reported · 472 holdings listed · SEC ↗

Q2 2025
Jul 18 SigFig Wealth Management, LLC

13F-HR · $3.02B reported · 133 holdings listed · SEC ↗

Q2 2025
Jul 18 Cohen Klingenstein LLC

13F-HR · $3.00B reported · 204 holdings listed · SEC ↗

Q2 2025
Jul 18 Trust Co Of Vermont

13F-HR · $2.12B reported · 1,361 holdings listed · SEC ↗

Q2 2025
Jul 18 Trilogy Capital Inc.

13F-HR · $2.06B reported · 367 holdings listed · SEC ↗

Q2 2025
Jul 18 Ninety One North America, Inc.

13F-HR · $2.04B reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 18 Ami Asset Management Corp

13F-HR · $1.75B reported · 85 holdings listed · SEC ↗

Q2 2025
Jul 18 PFG Investments, LLC

13F-HR · $1.71B reported · 1,046 holdings listed · SEC ↗

Q2 2025
Jul 18 BloombergSen Inc.

13F-HR · $1.63B reported · 31 holdings listed · SEC ↗

Q2 2025
Jul 18 Parsons Capital Management Inc/Ri

13F-HR · $1.63B reported · 439 holdings listed · SEC ↗

Q2 2025
Jul 18 Cantor Fitzgerald Investment Advisors L.P.

13F-HR · $1.41B reported · 187 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 18 Mountain Pacific Investment Advisers Llc

13F-HR · $1.38B reported · 139 holdings listed · SEC ↗

Q2 2025
Jul 18 Generali Investments CEE, investicni spolecnost…

13F-HR · $1.22B reported · 383 holdings listed · SEC ↗

Q2 2025
Jul 18 Vicus Capital

13F-HR · $1.20B reported · 264 holdings listed · SEC ↗

Q2 2025
Jul 18 Naples Global Advisors, Llc

13F-HR · $1.16B reported · 418 holdings listed · SEC ↗

Q2 2025
Jul 18 RKL Wealth Management LLC

13F-HR · $1.14B reported · 176 holdings listed · SEC ↗

Q2 2025
Jul 18 Forbes J M & Co Llp

13F-HR · $1.09B reported · 144 holdings listed · SEC ↗

Q2 2025
Jul 18 Heritage Financial Services, LLC

13F-HR · $1.04B reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 18 Caledonia Investments Plc

13F-HR · $1.02B reported · 15 holdings listed · SEC ↗

Q2 2025
Jul 18 Clarity Financial LLC

13F-HR · $929.28M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 18 Institute for Wealth Management, LLC.

13F-HR · $896.85M reported · 561 holdings listed · SEC ↗

Q2 2025
Jul 18 Cooper Financial Group

13F-HR · $850.25M reported · 374 holdings listed · SEC ↗

Q2 2025
Jul 18 Tanager Wealth Management LLP

13F-HR · $847.90M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 18 United Bank

13F-HR · $835.35M reported · 257 holdings listed · SEC ↗

Q2 2025
Jul 18 Alley Investment Management Company, LLC

13F-HR · $826.16M reported · 85 holdings listed · SEC ↗

Q2 2025
Jul 18 CPC Advisors, LLC

13F-HR · $796.83M reported · 184 holdings listed · SEC ↗

Q2 2025
Jul 18 Philip James Wealth Mangement, LLC

13F-HR · $784.04M reported · 169 holdings listed · SEC ↗

Q2 2025
Jul 18 McGuire Investment Group, LLC

13F-HR · $782.51M reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 18 Parkside Investments, LLC

13F-HR · $736.08M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 18 BSW Wealth Partners

13F-HR · $729.73M reported · 318 holdings listed · SEC ↗

Q2 2025
Jul 18 Consolidated Portfolio Review Corp

13F-HR · $722.65M reported · 445 holdings listed · SEC ↗

Q2 2025
Jul 18 First Pacific Financial

13F-HR · $678.37M reported · 474 holdings listed · SEC ↗

Q2 2025
Jul 18 Northstar Group, Inc.

13F-HR · $647.52M reported · 161 holdings listed · SEC ↗

Q2 2025
Jul 18 FengHe Fund Management Pte. Ltd.

13F-HR · $610.26M reported · 22 holdings listed · SEC ↗

Q2 2025
Jul 18 Ninety One SA (PTY) Ltd

13F-HR · $608.79M reported · 74 holdings listed · SEC ↗

Q2 2025
Jul 18 Usa Financial Formulas

13F-HR · $585.95M reported · 240 holdings listed · SEC ↗

Q2 2025
Jul 18 Deltec Asset Management Llc

13F-HR · $560.81M reported · 191 holdings listed · SEC ↗

Q2 2025
Jul 18 PBMares Wealth Management LLC

13F-HR · $546.45M reported · 187 holdings listed · SEC ↗

Q2 2025
Jul 18 Martel Wealth Advisors LLC

13F-HR · $539.40M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 18 SOA Wealth Advisors, LLC.

13F-HR · $532.40M reported · 879 holdings listed · SEC ↗

Q2 2025
Jul 18 SMI Advisory Services, LLC

13F-HR · $517.53M reported · 69 holdings listed · SEC ↗

Q2 2025
Jul 18 Columbia Asset Management

13F-HR · $508.78M reported · 170 holdings listed · SEC ↗

Q2 2025
Jul 18 Bourgeon Capital Management Llc

13F-HR · $506.68M reported · 107 holdings listed · SEC ↗

Q2 2025
Jul 18 Financial Consulate, Inc

13F-HR · $506.51M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 18 Community Financial Services Group, LLC

13F-HR · $502.75M reported · 168 holdings listed · SEC ↗

Q2 2025
Jul 18 Liberty Capital Management, Inc.

13F-HR · $495.64M reported · 174 holdings listed · SEC ↗

Q2 2025
Jul 18 Marino, Stram & Associates Llc

13F-HR · $495.60M reported · 174 holdings listed · 6 other managers included · SEC ↗

Q2 2025
Jul 18 Silchester International Investors LLP

13F-HR · $465.42M reported · 3 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 18 Requisite Capital Management, LLC

13F-HR · $462.06M reported · 87 holdings listed · SEC ↗

Q2 2025
Jul 18 Independent Investors Inc

13F-HR · $459.08M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 18 TruNorth Capital Management, LLC

13F-HR · $449.99M reported · 353 holdings listed · SEC ↗

Q2 2025
Jul 18 Newman Dignan & Sheerar, Inc.

13F-HR · $435.06M reported · 195 holdings listed · SEC ↗

Q2 2025
Jul 18 Madrona Financial Services, LLC

13F-HR · $417.01M reported · 114 holdings listed · SEC ↗

Q2 2025
Jul 18 Wiser Wealth Management, Inc

13F-HR · $399.35M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 18 B.O.S.S. Retirement Advisors, LLC

13F-HR · $398.25M reported · 188 holdings listed · SEC ↗

Q2 2025
Jul 18 Childress Capital Advisors, Llc

13F-HR · $397.39M reported · 246 holdings listed · SEC ↗

Q2 2025
Jul 18 Mithaq Capital SPC

13F-HR · $393.42M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 18 BOCHK Asset Management Ltd

13F-HR · $345.09M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 18 Northeast Financial Group, Inc.

13F-HR · $342.99M reported · 93 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 18 Ewa, Llc

13F-HR · $317.64M reported · 219 holdings listed · SEC ↗

Q2 2025
Jul 18 Pennsylvania Capital Management Inc /Adv

13F-HR · $312.70M reported · 107 holdings listed · SEC ↗

Q2 2025
Jul 18 Marks Wealth, LLC

13F-HR · $308.37M reported · 22 holdings listed · SEC ↗

Q2 2025
Jul 18 Precision Wealth Strategies, LLC

13F-HR · $308.07M reported · 177 holdings listed · SEC ↗

Q2 2025
Jul 18 Provident Wealth Management, LLC

13F-HR · $305.82M reported · 137 holdings listed · SEC ↗

Q2 2025
Jul 18 Impact Capital Partners LLC

13F-HR · $305.06M reported · 263 holdings listed · 5 other managers included · SEC ↗

Q2 2025
Jul 18 Warren Street Wealth Advisors, LLC

13F-HR · $303.47M reported · 138 holdings listed · SEC ↗

Q2 2025
Jul 18 Hudson Value Partners, LLC

13F-HR · $289.83M reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 18 First United Bank & Trust

13F-HR · $286.86M reported · 551 holdings listed · SEC ↗

Q2 2025
Jul 18 Sicart Associates LLC

13F-HR · $285.81M reported · 72 holdings listed · SEC ↗

Q2 2025
Jul 18 jvl associates llc

13F-HR · $278.32M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 18 Client 1St Advisory Group, Llc

13F-HR · $275.72M reported · 132 holdings listed · SEC ↗

Q2 2025
Jul 18 Vert Asset Management LLC

13F-HR · $274.59M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 18 Vigilare Wealth Management

13F-HR · $266.73M reported · 119 holdings listed · SEC ↗

Q2 2025
Jul 18 Gold Investment Management Ltd.

13F-HR · $265.62M reported · 203 holdings listed · SEC ↗

Q2 2025
Jul 18 Rogco, Lp

13F-HR · $265.55M reported · 198 holdings listed · SEC ↗

Q2 2025
Jul 18 Access Financial Services, Inc.

13F-HR · $264.56M reported · 98 holdings listed · SEC ↗

Q2 2025
Jul 18 Montgomery Investment Management Inc

13F-HR · $258.39M reported · 95 holdings listed · SEC ↗

Q2 2025
Jul 18 Towne Trust Company, N.A

13F-HR · $254.05M reported · 128 holdings listed · SEC ↗

Q2 2025
Jul 18 Vigilare Wealth Management

13F-HR · $250.44M reported · 102 holdings listed · SEC ↗

Q2 2025
Jul 18 Forza Wealth Management, LLC

13F-HR · $243.91M reported · 188 holdings listed · SEC ↗

Q2 2025
Jul 18 New Wave Wealth Advisors Llc

13F-HR · $235.29M reported · 142 holdings listed · SEC ↗

Q2 2025
Jul 18 Fmb Wealth Management

13F-HR · $234.29M reported · 117 holdings listed · SEC ↗

Q2 2025
Jul 18 Arcadia Wealth Management, LLC

13F-HR · $228.78M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 18 Powers Advisory Group, LLC

13F-HR · $227.39M reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 18 SimpliFi, Inc.

13F-HR · $226.92M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 18 Victrix Investment Advisors

13F-HR · $225.95M reported · 103 holdings listed · SEC ↗

Q2 2025
Jul 18 Benchmark Wealth Management, LLC

13F-HR · $225.03M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 18 BCU Wealth Advisors, LLC

13F-HR · $222.69M reported · 56 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 18 Wetzel Investment Advisors, Inc.

13F-HR · $218.68M reported · 156 holdings listed · SEC ↗

Q2 2025
← Previous Page 91 / 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