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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
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
DD DuPont de Nemours… -5 −5 21
DECK Deckers Outdoor… -5 −5 17
IBP Installed Building… -5 −5 12
HAIN -5 −5 12
HTHT H World Group… -5 −5 11

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 10,673 individual filing documents

Jul 18 Pelham Capital Ltd.

13F-HR · $214.99M reported · 15 holdings listed · SEC ↗

Q2 2025
Jul 18 O'ROURKE & COMPANY, Inc

13F-HR · $214.23M reported · 159 holdings listed · SEC ↗

Q2 2025
Jul 18 Miller Wealth Advisors, Llc

13F-HR · $213.68M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 18 Dogwood Wealth Management LLC

13F-HR · $204.74M reported · 694 holdings listed · SEC ↗

Q2 2025
Jul 18 Chelsea Counsel Co

13F-HR · $201.67M reported · 201 holdings listed · SEC ↗

Q2 2025
Jul 18 Donald L. Hagan, LLC

13F-HR · $200.27M reported · 88 holdings listed · SEC ↗

Q2 2025
Jul 18 Woodward Diversified Capital, Llc

13F-HR · $197.70M reported · 172 holdings listed · SEC ↗

Q2 2025
Jul 18 Westhampton Capital, LLC

13F-HR · $193.68M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 18 Mitsubishi UFJ Asset Management (UK) Ltd.

13F-HR · $192.01M reported · 108 holdings listed · SEC ↗

Q2 2025
Jul 18 Midwest Financial Group LLC

13F-HR · $190.22M reported · 114 holdings listed · SEC ↗

Q2 2025
Jul 18 Citrine Capital LLC

13F-HR · $188.31M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 18 Astor Investment Management LLC

13F-HR · $185.05M reported · 28 holdings listed · SEC ↗

Q2 2025
Jul 18 Pacific Point Advisors, LLC

13F-HR · $184.46M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 18 Viewpoint Investment Partners Corp

13F-HR · $182.79M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 18 Swp Financial Llc

13F-HR · $182.04M reported · 75 holdings listed · SEC ↗

Q2 2025
Jul 18 Meritas Wealth Management, LLC

13F-HR · $181.94M reported · 52 holdings listed · SEC ↗

Q2 2025
Jul 18 Brown Shipley& Co Ltd

13F-HR · $181.65M reported · 74 holdings listed · SEC ↗

Q2 2025
Jul 18 Loudon Investment Management, LLC

13F-HR · $180.76M reported · 99 holdings listed · SEC ↗

Q2 2025
Jul 18 Foundry Financial Group, Inc.

13F-HR · $175.68M reported · 63 holdings listed · SEC ↗

Q2 2025
Jul 18 Brookmont Capital Management

13F-HR · $174.44M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 18 Parkwoods Wealth Partners, LLC

13F-HR · $173.32M reported · 75 holdings listed · SEC ↗

Q2 2025
Jul 18 Wildcat Capital Management, LLC

13F-HR · $168.31M reported · 6 holdings listed · SEC ↗

Q2 2025
Jul 18 Founders Capital Management

13F-HR · $166.84M reported · 383 holdings listed · SEC ↗

Q2 2025
Jul 18 NRI Wealth Management LC

13F-HR · $165.82M reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 18 Bridge Generations Wealth Management Llc

13F-HR · $164.89M reported · 127 holdings listed · SEC ↗

Q2 2025
Jul 18 QTR Family Wealth, LLC

13F-HR · $161.47M reported · 186 holdings listed · SEC ↗

Q2 2025
Jul 18 Broadway Wealth Solutions, Inc.

13F-HR · $160.59M reported · 94 holdings listed · SEC ↗

Q2 2025
Jul 18 Ledgewood Wealth Advisors, LLC

13F-HR · $158.71M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 18 Whitebark Investors LP

13F-HR · $158.56M reported · 7 holdings listed · SEC ↗

Q2 2025
Jul 18 Washington University

13F-HR · $157.49M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 18 Lowery Thomas, Llc

13F-HR · $156.19M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 18 Lynx Investment Advisory

13F-HR · $153.11M reported · 320 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 18 Brueske Advisory Services, LLC

13F-HR · $147.08M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 18 Panoramic Capital Partners, LLC

13F-HR · $144.19M reported · 59 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 18 Renaissance Capital LLC

13F-HR · $143.40M reported · 28 holdings listed · SEC ↗

Q2 2025
Jul 18 BCO Wealth Management LLC

13F-HR · $140.20M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 18 TPG Advisors LLC

13F-HR · $138.26M reported · 97 holdings listed · SEC ↗

Q2 2025
Jul 18 Nabity-Jensen Investment Management Inc

13F-HR · $135.55M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 18 Magnolia Private Wealth, LLC

13F-HR · $129.00M reported · 103 holdings listed · SEC ↗

Q2 2025
Jul 18 Centricity Wealth Management, LLC

13F-HR · $125.13M reported · 430 holdings listed · SEC ↗

Q2 2025
Jul 18 GEN Financial Management, INC.

13F-HR · $122.30M reported · 44 holdings listed · SEC ↗

Q2 2025
Jul 18 TABR Capital Management, LLC

13F-HR · $116.63M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 18 Rolek Wealth Management LLC

13F-HR · $115.61M reported · 16 holdings listed · SEC ↗

Q2 2025
Jul 18 Schaeffer Financial LLC

13F-HR · $102.41M reported · 18 holdings listed · SEC ↗

Q2 2025
Jul 18 MJT & Associates Financial Advisory Group, Inc.

13F-HR/A · $80.62M reported · 472 holdings listed · SEC ↗

Q2 2025
Jul 18 Lockerman Financial Group, Inc.

13F-HR · $74.29M reported · 138 holdings listed · SEC ↗

Q2 2025
Jul 18 Fleming James B Jr

13F-HR · $61.23M reported · 3 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 18 Ridgemont Partners Management, LLC

13F-HR/A · $47.20M reported · 1 holdings listed · SEC ↗

Q2 2025
Jul 18 Pinnacle Investment Management Ltd

13F-HR · $17.31M reported · 14 holdings listed · SEC ↗

Q2 2025
Jul 18 WealthNavi Inc.

13F-HR · $9.93M reported · 10 holdings listed · SEC ↗

Q2 2025
Jul 18 PGGM Investments

13F-HR · $5.77M reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 18 Community Bank & Trust, Waco, Texas

13F-HR · $453,216 reported · 143 holdings listed · SEC ↗

Q2 2025
Jul 18 Aquamarine Zurich AG

13F-HR/A · $309,842 reported · 14 holdings listed · SEC ↗

Q2 2025
Jul 18 Syquant Capital Sas

13F-HR/A · $301,590 reported · 14 holdings listed · SEC ↗

Q2 2025
Jul 18 Eagle Capital Management, LLC

13F-HR · $227,498 reported · 44 holdings listed · SEC ↗

Q2 2025
Jul 18 RK Asset Management, LLC

13F-HR · $103,747 reported · 23 holdings listed · SEC ↗

Q2 2025
Jul 18 1623 Capital LLC

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

Q2 2025
Jul 18 Harlow Wealth Managment, Inc.

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

Q2 2025
Jul 18 Silchester Continuation Ltd

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

Q2 2025
Jul 18 Banque J.Safra Sarasin (Monaco) SA

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

Q2 2025
Jul 18 Banque J. Safra Sarasin (Luxembourg) SA

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

Q2 2025
Jul 18 Bank J. Safra Sarasin (Gibraltar) Ltd

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

Q2 2025
Jul 18 Bmo Capital Markets Corp.

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

Q2 2025
Jul 18 J. Safra Sarasin Asset Management (Bahamas) Ltd.

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

Q2 2025
Jul 18 J. Safra Sarasin Investmentfonds Ltd.

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

Q2 2025
Jul 18 Truist Bank /Nc/

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

Q2 2025
Jul 18 Silchester Partners Ltd

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

Q2 2025
Jul 18 Herbein Financial Group

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

Q2 2025
Jul 18 Columbia Capital IV, LLC

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

Q2 2025
Jul 18 La Financiere De L'Echiquier

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

Q2 2025
Jul 18 J. Safra Sarasin Asset Management (North America)…

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

Q2 2025
Jul 18 Truist Advisory Services, Inc.

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

Q2 2025
Jul 17 HB Wealth Management, LLC

13F-HR · $12.58B reported · 1,162 holdings listed · SEC ↗

Q2 2025
Jul 17 Greenleaf Trust

13F-HR · $11.31B reported · 1,297 holdings listed · SEC ↗

Q2 2025
Jul 17 Capital Investment Advisors, LLC

13F-HR/A · $5.58B reported · 702 holdings listed · SEC ↗

Q2 2025
Jul 17 Chicago Capital, LLC

13F-HR · $4.05B reported · 354 holdings listed · SEC ↗

Q2 2025
Jul 17 Avior Wealth Management, LLC

13F-HR · $2.89B reported · 683 holdings listed · SEC ↗

Q2 2025
Jul 17 Addenda Capital Inc.

13F-HR · $2.79B reported · 120 holdings listed · SEC ↗

Q2 2025
Jul 17 Venture Visionary Partners LLC

13F-HR · $2.66B reported · 613 holdings listed · SEC ↗

Q2 2025
Jul 17 James Hambro & Partners LLP

13F-HR · $2.53B reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 17 CWA Asset Management Group, LLC

13F-HR · $2.37B reported · 639 holdings listed · SEC ↗

Q2 2025
Jul 17 Halbert Hargrove Global Advisors, Llc

13F-HR · $1.92B reported · 311 holdings listed · SEC ↗

Q2 2025
Jul 17 Generate Investment Management Ltd

13F-HR · $1.80B reported · 105 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 17 Smith Chas P & Associates Pa Cpas

13F-HR · $1.78B reported · 166 holdings listed · SEC ↗

Q2 2025
Jul 17 Sound Income Strategies, LLC

13F-HR · $1.74B reported · 1,609 holdings listed · SEC ↗

Q2 2025
Jul 17 Moody Lynn Lieberson & Walker, Llc

13F-HR · $1.73B reported · 258 holdings listed · SEC ↗

Q2 2025
Jul 17 Smith Salley Wealth Management

13F-HR · $1.73B reported · 256 holdings listed · SEC ↗

Q2 2025
Jul 17 Elser Financial Planning, Inc

13F-HR · $1.67B reported · 127 holdings listed · SEC ↗

Q2 2025
Jul 17 Guyasuta Investment Advisors Inc

13F-HR · $1.63B reported · 258 holdings listed · SEC ↗

Q2 2025
Jul 17 Legacy Wealth Management, LLC

13F-HR · $1.61B reported · 31 holdings listed · SEC ↗

Q2 2025
Jul 17 Oakworth Capital, Inc.

13F-HR · $1.55B reported · 749 holdings listed · SEC ↗

Q2 2025
Jul 17 Albion Financial Group /Ut

13F-HR · $1.53B reported · 586 holdings listed · SEC ↗

Q2 2025
Jul 17 Norris Perne & French Llp/Mi

13F-HR · $1.44B reported · 153 holdings listed · SEC ↗

Q2 2025
Jul 17 Stephens Group Asset Management, Llc

13F-HR · $1.39B reported · 32 holdings listed · SEC ↗

Q2 2025
Jul 17 Sonora Investment Management Group, LLC

13F-HR · $1.35B reported · 304 holdings listed · SEC ↗

Q2 2025
Jul 17 Charles Schwab Trust Co

13F-HR · $1.33B reported · 173 holdings listed · SEC ↗

Q2 2025
Jul 17 Fifth Third Securities, Inc.

13F-HR · $1.33B reported · 307 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 17 Campbell Newman Asset Management Inc

13F-HR · $1.26B reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 17 GC Wealth Management RIA, LLC

13F-HR · $1.22B reported · 526 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 17 XML Financial, LLC

13F-HR · $1.16B reported · 393 holdings listed · SEC ↗

Q2 2025
← Previous Page 92 / 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