★
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 9,001–9,100 of 11,582 individual filing documents

Jul 24 Integras Partners LLC

13F-HR · $181.21M reported · 100 holdings listed · SEC ↗

Q2 2026
Jul 24 Investment Partners Asset Management, Inc.

13F-HR · $179.87M reported · 173 holdings listed · SEC ↗

Q2 2026
Jul 24 Braun-Bostich & Associates Inc.

13F-HR · $179.10M reported · 135 holdings listed · SEC ↗

Q2 2026
Jul 24 Stone Loft Wealth Management Llc

13F-HR · $175.80M reported · 31 holdings listed · SEC ↗

Q2 2026
Jul 24 Guided Capital Wealth Management, LLC

13F-HR · $171.01M reported · 35 holdings listed · SEC ↗

Q2 2026
Jul 24 Income Insurance Ltd

13F-HR · $167.76M reported · 184 holdings listed · SEC ↗

Q2 2026
Jul 24 GEN Financial Management, INC.

13F-HR · $167.14M reported · 42 holdings listed · SEC ↗

Q2 2026
Jul 24 Keystone Financial Services, LLC

13F-HR · $166.43M reported · 61 holdings listed · SEC ↗

Q2 2026
Jul 24 SeaTown Holdings Pte. Ltd.

13F-HR · $166.38M reported · 15 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 24 Savoir Faire Capital Management, L.P.

13F-HR · $161.03M reported · 43 holdings listed · SEC ↗

Q2 2026
Jul 24 Arlington Capital Management, Inc.

13F-HR · $160.79M reported · 112 holdings listed · SEC ↗

Q2 2026
Jul 24 Future Financial Wealth Managment LLC

13F-HR · $160.44M reported · 132 holdings listed · SEC ↗

Q2 2026
Jul 24 Ridgeline Wealth Planning, LLC

13F-HR · $157.78M reported · 53 holdings listed · SEC ↗

Q2 2026
Jul 24 Rare Wolf Capital LLC

13F-HR · $155.67M reported · 121 holdings listed · SEC ↗

Q2 2026
Jul 24 Bright Futures Wealth Management, LLC.

13F-HR · $154.81M reported · 208 holdings listed · SEC ↗

Q2 2026
Jul 24 Stonebridge Financial Group, LLC / MO

13F-HR · $150.50M reported · 171 holdings listed · SEC ↗

Q2 2026
Jul 24 Fiduciary Advisors, Inc.

13F-HR · $148.63M reported · 155 holdings listed · SEC ↗

Q2 2026
Jul 24 Gilpin Wealth Management, Llc

13F-HR · $144.72M reported · 1,064 holdings listed · SEC ↗

Q2 2026
Jul 24 Blue Jean Financial Llc

13F-HR · $143.66M reported · 70 holdings listed · SEC ↗

Q2 2026
Jul 24 Woodside Wealth Management LLC

13F-HR · $143.52M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 24 Broadwater Capital Management Llc

13F-HR · $137.86M reported · 208 holdings listed · SEC ↗

Q2 2026
Jul 24 Littlejohn Financial Services, Inc.

13F-HR · $137.61M reported · 71 holdings listed · SEC ↗

Q2 2026
Jul 24 Stephen J. Garry & Associates, Llc

13F-HR · $137.09M reported · 55 holdings listed · SEC ↗

Q2 2026
Jul 24 Aventus Investment Advisors, Inc.

13F-HR · $136.48M reported · 157 holdings listed · SEC ↗

Q2 2026
Jul 24 Sidoxia Capital Management, LLC

13F-HR · $136.44M reported · 88 holdings listed · SEC ↗

Q2 2026
Jul 24 Semitam Bonam Llc

13F-HR · $136.13M reported · 50 holdings listed · SEC ↗

Q2 2026
Jul 24 Oath Planning, LLC

13F-HR · $134.72M reported · 71 holdings listed · SEC ↗

Q2 2026
Jul 24 Kraematon Investment Advisors, Inc

13F-HR · $134.28M reported · 103 holdings listed · SEC ↗

Q2 2026
Jul 24 Integrated Wealthcare, Llc

13F-HR · $133.85M reported · 29 holdings listed · SEC ↗

Q2 2026
Jul 24 Broadwater Capital Management Llc

13F-HR · $133.82M reported · 211 holdings listed · SEC ↗

Q2 2026
Jul 24 Perkins Capital Management Inc

13F-HR · $132.99M reported · 79 holdings listed · SEC ↗

Q2 2026
Jul 24 Maimon Wealth Management Ltd.

13F-HR · $129.82M reported · 80 holdings listed · SEC ↗

Q2 2026
Jul 24 Wolfstich Capital, LLC

13F-HR · $129.52M reported · 19 holdings listed · SEC ↗

Q2 2026
Jul 24 North Forty Two & Co.

13F-HR · $129.14M reported · 104 holdings listed · SEC ↗

Q2 2026
Jul 24 S Harris Financial Group, LLC

13F-HR · $129.05M reported · 124 holdings listed · SEC ↗

Q2 2026
Jul 24 CrossGen Wealth, LLC

13F-HR · $128.73M reported · 214 holdings listed · SEC ↗

Q2 2026
Jul 24 Quest 10 Wealth Builders, Inc.

13F-HR · $128.73M reported · 811 holdings listed · SEC ↗

Q2 2026
Jul 24 Journey Retirement Planning & Investment Management…

13F-HR · $128.35M reported · 308 holdings listed · SEC ↗

Q2 2026
Jul 24 Sun Mountain Capital Ltd

13F-HR · $125.64M reported · 1 holdings listed · SEC ↗

Q2 2026
Jul 24 Milestones Private Investment Advisors LLC

13F-HR · $125.59M reported · 77 holdings listed · SEC ↗

Q2 2026
Jul 24 Opus Financial Solutions LLC

13F-HR · $124.04M reported · 111 holdings listed · SEC ↗

Q2 2026
Jul 24 Drystone LLC

13F-HR · $121.62M reported · 18 holdings listed · SEC ↗

Q2 2026
Jul 24 Fell Capital Management /Adv

13F-HR · $118.70M reported · 96 holdings listed · SEC ↗

Q2 2026
Jul 24 AlphaCentric Advisors LLC

13F-HR · $118.02M reported · 261 holdings listed · SEC ↗

Q2 2026
Jul 24 ORBA Wealth Advisors, L.L.C.

13F-HR · $116.97M reported · 85 holdings listed · SEC ↗

Q2 2026
Jul 24 Vision Financial Markets Llc

13F-HR · $115.25M reported · 413 holdings listed · SEC ↗

Q2 2026
Jul 24 Noble Wealth Partners LLC

13F-HR · $115.13M reported · 77 holdings listed · SEC ↗

Q2 2026
Jul 24 Shepherd Street Advisors LLC

13F-HR · $113.94M reported · 86 holdings listed · SEC ↗

Q2 2026
Jul 24 Surience Private Wealth Llc

13F-HR · $113.70M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 24 Sun Mountain Capital Ltd

13F-HR · $113.19M reported · 1 holdings listed · SEC ↗

Q2 2026
Jul 24 SPWM Advisors LLC

13F-HR · $108.25M reported · 90 holdings listed · SEC ↗

Q2 2026
Jul 24 Vima Llc

13F-HR · $102.59M reported · 377 holdings listed · SEC ↗

Q2 2026
Jul 24 PICTET BANK & TRUST Ltd

13F-HR · $93.27M reported · 38 holdings listed · SEC ↗

Q2 2026
Jul 24 Walleye Partners, LLC

13F-HR · $87.74M reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 24 Stronghold Wealth Management L.L.C.

13F-HR · $74.71M reported · 244 holdings listed · 4 other managers included · SEC ↗

Q2 2026
Jul 24 Blossom Wealth Management

13F-HR · $70.97M reported · 72 holdings listed · SEC ↗

Q2 2026
Jul 24 Olympiad Research LP

13F-HR · $48.05M reported · 138 holdings listed · SEC ↗

Q2 2026
Jul 24 Capital Asset Managemnet, LLC

13F-HR · $44.43M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 24 Criteria Caixa, S.A.U.

13F-HR · $23.65M reported · 2 holdings listed · SEC ↗

Q2 2026
Jul 24 Penn Mutual Asset Management

13F-HR · $19.49M reported · 9 holdings listed · SEC ↗

Q2 2026
Jul 24 LGT Financial Advisors LLC

13F-HR · $18.91M reported · 223 holdings listed · SEC ↗

Q2 2026
Jul 24 Transce3nd, LLC

13F-HR · $11.34M reported · 170 holdings listed · SEC ↗

Q2 2026
Jul 24 Cohalo Advisory LLC

13F-HR · $1.65M reported · 14 holdings listed · SEC ↗

Q2 2026
Jul 24 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd

13F-HR · $1.02M reported · 68 holdings listed · SEC ↗

Q2 2026
Jul 24 Roble, Belko & Company, Inc

13F-HR · $925,285 reported · 486 holdings listed · SEC ↗

Q2 2026
Jul 24 Farmers & Merchants Trust Co of Chambersburg PA

13F-HR · $393,985 reported · 359 holdings listed · SEC ↗

Q2 2026
Jul 24 Mount Vernon Associates Inc /Md/

13F-HR · $153,420 reported · 62 holdings listed · SEC ↗

Q2 2026
Jul 24 Taproot Management LP

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

Q2 2026
Jul 24 Rivulet Capital, Llc

13F-HR · value not stated on cover page · 1 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 24 Harlow Wealth Managment, Inc.

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

Q2 2026
Jul 24 Quilter Cheviot Ltd

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

Q2 2026
Jul 24 Comgest Asset Management Japan Ltd.

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

Q2 2026
Jul 24 Comgest S.A.

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

Q2 2026
Jul 24 Comgest Asset Management International Ltd

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

Q2 2026
Jul 24 Benjamin F. Edwards Wealth Management, LLC

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

Q2 2026
Jul 24 Quilter Investors LTD

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

Q2 2026
Jul 24 SeaTown New Reality Sustainable Opportunities…

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

Q2 2026
Jul 24 MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH

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

Q2 2026
Jul 24 Destra Capital Advisors LLC

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

Q2 2026
Jul 24 La Financiere De L'Echiquier

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

Q2 2026
Jul 24 Boston Trust Walden National Association

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

Q2 2026
Jul 24 Boston Trust Walden Inc.

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

Q2 2026
Jul 24 Quilter Cheviot International Ltd

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

Q2 2026
Jul 24 Benjamin F. Edwards & Company, Inc.

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

Q2 2026
Jul 24 Rivulet Capital Master Fund, Ltd.

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

Q2 2026
Jul 24 RP Holding Group LLC

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

Q2 2026
Jul 24 Quilter Cheviot Europe Ltd

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

Q2 2026
Jul 24 BMSS Wesson Wealth Solutions, LLC

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

Q2 2026
Jul 24 Seatown Holdings International Pte. Ltd.

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

Q2 2026
Jul 23 Lilly Endowment Inc

13F-HR · $108.40B reported · 1 holdings listed · largest holding: LLY · analysis · SEC ↗

Q2 2026
Jul 23 Rathbones Group PLC

13F-HR · $27.14B reported · 665 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 23 Alecta Tjanstepension Omsesidigt

13F-HR · $23.77B reported · 91 holdings listed · SEC ↗

Q2 2026
Jul 23 Johnson Investment Counsel Inc

13F-HR · $13.69B reported · 840 holdings listed · SEC ↗

Q2 2026
Jul 23 Police & Firemen's Retirement System of New Jersey

13F-HR · $13.33B reported · 3,202 holdings listed · 9 other managers included · SEC ↗

Q2 2026
Jul 23 Mediolanum International Funds Ltd

13F-HR · $11.70B reported · 452 holdings listed · SEC ↗

Q2 2026
Jul 23 Abn Amro Investment Solutions

13F-HR · $11.54B reported · 796 holdings listed · 12 other managers included · SEC ↗

Q2 2026
Jul 23 Artemis Investment Management LLP

13F-HR · $11.23B reported · 213 holdings listed · SEC ↗

Q2 2026
Jul 23 Apollon Wealth Management, LLC

13F-HR · $8.23B reported · 1,590 holdings listed · SEC ↗

Q2 2026
Jul 23 Ferguson Wellman Capital Management, Inc

13F-HR · $8.18B reported · 552 holdings listed · SEC ↗

Q2 2026
Jul 23 Forum Financial Management, LP

13F-HR · $7.79B reported · 420 holdings listed · 2 other managers included · SEC ↗

Q2 2026
← Previous Page 91 / 116 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