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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
CIB Grupo Cibest S.A. +13 +13 16
CAI Caris Life… +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
MZTI The Marzetti Company -5 −5 13
HAIN -5 −5 12
DD DuPont de Nemours… -5 −5 21
IBP Installed Building… -5 −5 12
IIIV i3 Verticals, Inc. -5 −5 9

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 9,101–9,200 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 Peregrine Investment Management Inc

$156.49M reported · 20 holdings listed · SEC ↗

Q2 2025
Jul 15 Attessa Capital LLC

$156.24M reported · 36 holdings listed · SEC ↗

Q2 2025
Jul 15 Oak Wealth Advisors LLC

$155.91M reported · 58 holdings listed · SEC ↗

Q2 2025
Jul 15 Spectrum Planning & Advisory Services Inc.

$154.62M reported · 95 holdings listed · SEC ↗

Q2 2025
Jul 15 Kopp Family Office, LLC

$154.54M reported · 27 holdings listed · SEC ↗

Q2 2025
Jul 15 Martin Capital Advisors, LLP

$153.71M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 15 Axis Wealth Partners, LLC

$152.22M reported · 147 holdings listed · SEC ↗

Q2 2025
Jul 15 Define Financial, Llc

$151.79M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 15 Kure Advisory, LLC amended

$150.85M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 15 Farrell Financial LLC

$149.00M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 15 Fort Henry Capital, LLC

$148.77M reported · 16 holdings listed · SEC ↗

Q2 2025
Jul 15 Brewster Financial Planning LLC

$148.22M reported · 26 holdings listed · SEC ↗

Q2 2025
Jul 15 LeConte Wealth Management, LLC

$147.78M reported · 104 holdings listed · SEC ↗

Q2 2025
Jul 15 Traction Financial Partners, LLC

$147.50M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 15 Retireful, LLC

$145.11M reported · 144 holdings listed · SEC ↗

Q2 2025
Jul 15 Vannoy Advisory Group, Inc.

$144.68M reported · 27 holdings listed · SEC ↗

Q2 2025
Jul 15 Hidden Cove Wealth Management, LLC

$138.05M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 15 Capstone Capital Llc

$137.76M reported · 22 holdings listed · SEC ↗

Q2 2025
Jul 15 Mainstream Capital Management LLC

$137.51M reported · 84 holdings listed · SEC ↗

Q2 2025
Jul 15 Capstone Wealth Management Group LLC

$137.43M reported · 107 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 15 FMA Wealth Management, LLC

$135.14M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 15 Five Pine Wealth Management

$135.11M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 15 Genesis Wealth Advisors, LLC

$133.29M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 15 Bay Capital Advisors, LLC

$131.18M reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 15 Kagan Cocozza Asset Management

$130.43M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 15 Bannerman Wealth Management Group, Llc

$130.32M reported · 36 holdings listed · SEC ↗

Q2 2025
Jul 15 Pine Haven Investment Counsel, Inc

$127.29M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 15 Hartmann Taylor Wealth Management, LLC

$120.08M reported · 52 holdings listed · SEC ↗

Q2 2025
Jul 15 DKM Wealth Management, Inc.

$115.96M reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 15 Pitti Group Wealth Management, LLC

$115.86M reported · 78 holdings listed · SEC ↗

Q2 2025
Jul 15 DB Fitzpatrick & Co, Inc

$112.71M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 15 Boyce & Associates Wealth Consulting, Inc.

$109.53M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 15 QSM Asset Management Ltd

$108.55M reported · 17 holdings listed · SEC ↗

Q2 2025
Jul 15 Floyd Financial Group Llc

$108.24M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 15 Kraft Asset Management, Llc

$107.51M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 15 Surience Private Wealth Llc

$106.45M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 15 Oregon Pacific Wealth Management, LLC

$105.67M reported · 140 holdings listed · SEC ↗

Q2 2025
Jul 15 Legacy Solutions, Llc

$104.38M reported · 78 holdings listed · SEC ↗

Q2 2025
Jul 15 CenturyLink Investment Management Co

$101.33M reported · 1 holdings listed · SEC ↗

Q2 2025
Jul 15 Unified Investment Management

$93.28M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 15 Drum Hill Capital, LLC

$90.46M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 15 PICTET BANK & TRUST Ltd

$85.29M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 15 Tepp RIA, LLC

$77.47M reported · 27 holdings listed · SEC ↗

Q2 2025
Jul 15 FLP Wealth Management, LLC 2 reports combined

$70.59M reported · 522 holdings listed · SEC ↗

Jul 14–Jul 15
Jul 15 Texas County & District Retirement System

$70.52M reported · 1 holdings listed · SEC ↗

Q2 2025
Jul 15 Nippon Life Insurance Co

$6.62M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 15 Sara-Bay Financial

$2.93M reported · 76 holdings listed · SEC ↗

Q2 2025
Jul 15 West Oak Capital, LLC

$2.55M reported · 316 holdings listed · SEC ↗

Q2 2025
Jul 15 Bank of Italy

$2.07M reported · 8 holdings listed · SEC ↗

Q2 2025
Jul 15 Bedrijfstakpensioenfonds Voor De Media Pno

$723,873 reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 15 Cigna Investments Inc /New

$587,697 reported · 455 holdings listed · 7 other managers included · SEC ↗

Q2 2025
Jul 15 BCS Wealth Management

$464,603 reported · 263 holdings listed · SEC ↗

Q2 2025
Jul 15 Gunma Bank,Ltd.

$306,293 reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 15 CHB Investment Group, LLC

$196,096 reported · 69 holdings listed · SEC ↗

Q2 2025
Jul 15 Bank Lombard Odier & Co Ltd

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 Lombard Odier (Europe) S.A.

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 Builders Vision, LLC

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 Wespath Institutional Investments LLC

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 Destra Capital Advisors LLC

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 Barwick & Partners, Inc.

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 Brighthouse Investment Advisers, LLC

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 Wealth Builder Funds LLC.

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 Long Short Advisors Llc

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 UMC Benefit Board, Inc.

value not stated on cover page · SEC ↗

Q2 2025
Jul 15 Fifth Third Bank, National Association

value not stated on cover page · SEC ↗

Q2 2025
Jul 14 Argent Capital Management Llc 2 reports combined

$6.76B reported · 310 holdings listed · SEC ↗

Jul 14–Jul 14
Jul 14 Scharf Investments, Llc

$3.47B reported · 66 holdings listed · SEC ↗

Q2 2025
Jul 14 Farmers & Merchants Investments Inc

$3.43B reported · 1,729 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 14 U.S. Capital Wealth Advisors, LLC

$3.42B reported · 893 holdings listed · SEC ↗

Q2 2025
Jul 14 Avanza Fonder AB

$3.38B reported · 791 holdings listed · SEC ↗

Q2 2025
Jul 14 Foster Group, Inc.

$2.92B reported · 264 holdings listed · SEC ↗

Q2 2025
Jul 14 Sowell Financial Services LLC

$2.46B reported · 1,040 holdings listed · SEC ↗

Q2 2025
Jul 14 Acropolis Investment Management, LLC

$1.82B reported · 245 holdings listed · SEC ↗

Q2 2025
Jul 14 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT…

$1.73B reported · 68 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 14 GAMMA Investing LLC

$1.58B reported · 3,769 holdings listed · SEC ↗

Q2 2025
Jul 14 AdvisorNet Financial, Inc

$1.55B reported · 2,240 holdings listed · SEC ↗

Q2 2025
Jul 14 Clear Harbor Asset Management, LLC

$1.33B reported · 409 holdings listed · SEC ↗

Q2 2025
Jul 14 Armstrong Advisory Group, Inc

$1.32B reported · 927 holdings listed · SEC ↗

Q2 2025
Jul 14 Counterpoint Mutual Funds LLC

$1.13B reported · 299 holdings listed · SEC ↗

Q2 2025
Jul 14 Painted Porch Advisors LLC 5 reports combined

$1.06B reported · 2,319 holdings listed · SEC ↗

Jul 14–Jul 14
Jul 14 Steigerwald, Gordon & Koch Inc.

$948.23M reported · 124 holdings listed · SEC ↗

Q2 2025
Jul 14 Toth Financial Advisory Corp

$857.18M reported · 727 holdings listed · SEC ↗

Q2 2025
Jul 14 Tran Capital Management, L.P.

$849.59M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 14 LaFleur & Godfrey LLC

$800.72M reported · 146 holdings listed · SEC ↗

Q2 2025
Jul 14 Occidental Asset Management, LLC

$724.65M reported · 268 holdings listed · SEC ↗

Q2 2025
Jul 14 CHICAGO TRUST Co NA

$711.50M reported · 701 holdings listed · SEC ↗

Q2 2025
Jul 14 Financial Enhancement Group LLC

$699.48M reported · 128 holdings listed · SEC ↗

Q2 2025
Jul 14 Mechanics Bank Trust Department

$697.50M reported · 373 holdings listed · SEC ↗

Q2 2025
Jul 14 BlueSky Wealth Advisors, LLC

$688.42M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 14 Hoey Investments, Inc

$682.27M reported · 419 holdings listed · SEC ↗

Q2 2025
Jul 14 McGlone Suttner Wealth Management, Inc.

$662.30M reported · 191 holdings listed · SEC ↗

Q2 2025
Jul 14 Abacus Wealth Partners, LLC

$655.44M reported · 113 holdings listed · SEC ↗

Q2 2025
Jul 14 CRA Financial Services, LLC

$654.14M reported · 278 holdings listed · SEC ↗

Q2 2025
Jul 14 Foundation Resource Management Inc

$646.66M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 14 Physician Wealth Advisors, Inc.

$636.78M reported · 1,800 holdings listed · SEC ↗

Q2 2025
Jul 14 Strategic Planning Group, Llc

$615.74M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 14 Sentinel Pension Advisors, Llc

$594.07M reported · 122 holdings listed · SEC ↗

Q2 2025
Jul 14 Founders Capital Management, Llc

$587.12M reported · 78 holdings listed · SEC ↗

Q2 2025
Jul 14 Harbor Group, Inc.

$564.49M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 14 Oliver Luxxe Assets LLC

$560.37M reported · 182 holdings listed · SEC ↗

Q2 2025
← Previous Page 92 / 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