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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

8,909 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 9,101–9,200 of 11,582 individual filing documents

Jul 23 Capital Advisors Inc/Ok

13F-HR · $6.80B reported · 394 holdings listed · SEC ↗

Q2 2026
Jul 23 Evergreen Capital Management Llc

13F-HR · $5.70B reported · 2,269 holdings listed · 4 other managers included · SEC ↗

Q2 2026
Jul 23 Fideuram Asset Management (Ireland) dac

13F-HR · $5.26B reported · 742 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 23 Context Capital Management, LLC

13F-HR · $5.15B reported · 427 holdings listed · SEC ↗

Q2 2026
Jul 23 SBI Securities Co., Ltd.

13F-HR · $4.40B reported · 4,072 holdings listed · SEC ↗

Q2 2026
Jul 23 Fideuram - Intesa Sanpaolo Private Banking S.P.A.

13F-HR · $3.33B reported · 446 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 23 Cookson Peirce & Co Inc

13F-HR · $3.04B reported · 317 holdings listed · SEC ↗

Q2 2026
Jul 23 Welch Group, LLC

13F-HR · $2.93B reported · 326 holdings listed · SEC ↗

Q2 2026
Jul 23 Securian Asset Management, Inc

13F-HR · $2.78B reported · 926 holdings listed · SEC ↗

Q2 2026
Jul 23 James Hambro & Partners LLP

13F-HR · $2.76B reported · 69 holdings listed · SEC ↗

Q2 2026
Jul 23 Ag2R La Mondiale Gestion D'Actifs

13F-HR · $2.76B reported · 343 holdings listed · SEC ↗

Q2 2026
Jul 23 PFG Investments, LLC

13F-HR · $2.58B reported · 1,295 holdings listed · SEC ↗

Q2 2026
Jul 23 Equitable Trust Co

13F-HR · $2.40B reported · 753 holdings listed · SEC ↗

Q2 2026
Jul 23 Dymon Asia Capital (Singapore) Pte. Ltd.

13F-HR · $2.39B reported · 247 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 23 Smith Salley Wealth Management

13F-HR · $2.30B reported · 275 holdings listed · SEC ↗

Q2 2026
Jul 23 Texas Permanent School Fund Corp

13F-HR · $2.26B reported · 15 holdings listed · SEC ↗

Q2 2026
Jul 23 AdvisorNet Financial, Inc

13F-HR · $2.19B reported · 2,278 holdings listed · SEC ↗

Q2 2026
Jul 23 Nations Financial Group Inc, /Ia/ /Adv

13F-HR · $2.09B reported · 789 holdings listed · SEC ↗

Q2 2026
Jul 23 Strategic Blueprint, LLC

13F-HR · $2.00B reported · 697 holdings listed · SEC ↗

Q2 2026
Jul 23 Nwam Llc

13F-HR · $2.00B reported · 684 holdings listed · SEC ↗

Q2 2026
Jul 23 Easterly Investment Partners Llc

13F-HR · $1.97B reported · 252 holdings listed · SEC ↗

Q2 2026
Jul 23 Symmetry Partners, LLC

13F-HR · $1.96B reported · 380 holdings listed · SEC ↗

Q2 2026
Jul 23 Saratoga Research & Investment Management

13F-HR · $1.83B reported · 46 holdings listed · SEC ↗

Q2 2026
Jul 23 Naples Global Advisors, Llc

13F-HR · $1.62B reported · 466 holdings listed · SEC ↗

Q2 2026
Jul 23 Capital Investment Advisory Services, LLC

13F-HR · $1.62B reported · 1,301 holdings listed · SEC ↗

Q2 2026
Jul 23 Wealthquest Corp

13F-HR · $1.59B reported · 177 holdings listed · SEC ↗

Q2 2026
Jul 23 PPSC Investment Service Corp

13F-HR · $1.58B reported · 8 holdings listed · SEC ↗

Q2 2026
Jul 23 P/E Global LLC

13F-HR · $1.56B reported · 8 holdings listed · SEC ↗

Q2 2026
Jul 23 Abundance Wealth Counselors

13F-HR · $1.54B reported · 317 holdings listed · SEC ↗

Q2 2026
Jul 23 Baader Bank Aktiengesellschaft

13F-HR · $1.33B reported · 415 holdings listed · SEC ↗

Q2 2026
Jul 23 JNBA Financial Advisors

13F-HR · $1.32B reported · 830 holdings listed · SEC ↗

Q2 2026
Jul 23 Wealth Architects, LLC

13F-HR · $1.27B reported · 249 holdings listed · SEC ↗

Q2 2026
Jul 23 Tributary Capital Management, LLC

13F-HR · $1.22B reported · 135 holdings listed · SEC ↗

Q2 2026
Jul 23 Consolidated Portfolio Review Corp

13F-HR · $1.20B reported · 34 holdings listed · SEC ↗

Q2 2026
Jul 23 Randolph Co Inc

13F-HR · $1.19B reported · 47 holdings listed · SEC ↗

Q2 2026
Jul 23 TRUE Private Wealth Advisors

13F-HR · $1.16B reported · 283 holdings listed · SEC ↗

Q2 2026
Jul 23 Tanager Wealth Management LLP

13F-HR · $1.15B reported · 158 holdings listed · SEC ↗

Q2 2026
Jul 23 Bensler, LLC

13F-HR · $1.13B reported · 198 holdings listed · SEC ↗

Q2 2026
Jul 23 Onyx Bridge Wealth Group LLC

13F-HR · $1.11B reported · 497 holdings listed · SEC ↗

Q2 2026
Jul 23 Berkshire Money Management, Inc.

13F-HR · $1.09B reported · 56 holdings listed · SEC ↗

Q2 2026
Jul 23 Steigerwald, Gordon & Koch Inc.

13F-HR · $1.01B reported · 765 holdings listed · SEC ↗

Q2 2026
Jul 23 Financial Partners Group, Inc

13F-HR · $985.06M reported · 250 holdings listed · SEC ↗

Q2 2026
Jul 23 Stillwater Capital Advisors, LLC

13F-HR · $980.57M reported · 71 holdings listed · SEC ↗

Q2 2026
Jul 23 Wedbush Fund Advisers, LLC

13F-HR · $966.68M reported · 30 holdings listed · SEC ↗

Q2 2026
Jul 23 Baker Ellis Asset Management LLC

13F-HR · $964.10M reported · 265 holdings listed · SEC ↗

Q2 2026
Jul 23 Parthenon Llc

13F-HR · $961.95M reported · 133 holdings listed · SEC ↗

Q2 2026
Jul 23 L. Roy Papp & Associates, LLP

13F-HR · $951.38M reported · 193 holdings listed · SEC ↗

Q2 2026
Jul 23 Griffin Asset Management, Inc.

13F-HR · $948.90M reported · 245 holdings listed · SEC ↗

Q2 2026
Jul 23 Castellan Group

13F-HR · $912.09M reported · 41 holdings listed · SEC ↗

Q2 2026
Jul 23 TFC Financial Management, Inc.

13F-HR · $902.26M reported · 1,034 holdings listed · SEC ↗

Q2 2026
Jul 23 Strid Group, LLC

13F-HR · $900.75M reported · 93 holdings listed · SEC ↗

Q2 2026
Jul 23 Financial Consulate, Inc

13F-HR · $898.55M reported · 1,449 holdings listed · SEC ↗

Q2 2026
Jul 23 Brookwood Investment Group LLC

13F-HR · $887.62M reported · 589 holdings listed · SEC ↗

Q2 2026
Jul 23 Fractal Investments LLC

13F-HR · $866.88M reported · 80 holdings listed · SEC ↗

Q2 2026
Jul 23 Alley Investment Management Company, LLC

13F-HR · $855.96M reported · 89 holdings listed · SEC ↗

Q2 2026
Jul 23 Capital Advisors Wealth Management, LLC

13F-HR · $851.44M reported · 231 holdings listed · SEC ↗

Q2 2026
Jul 23 Apollon Financial, LLC

13F-HR · $847.56M reported · 294 holdings listed · SEC ↗

Q2 2026
Jul 23 Sivia Capital Partners, LLC

13F-HR · $822.08M reported · 540 holdings listed · SEC ↗

Q2 2026
Jul 23 Buffalo Business & Estate Services Ltd

13F-HR · $792.87M reported · 105 holdings listed · SEC ↗

Q2 2026
Jul 23 Sentinel Pension Advisors, Llc

13F-HR · $762.25M reported · 147 holdings listed · SEC ↗

Q2 2026
Jul 23 HERALD INVESTMENT MANAGEMENT Ltd

13F-HR · $737.30M reported · 92 holdings listed · SEC ↗

Q2 2026
Jul 23 Morton Capital Management LLC/CA

13F-HR · $731.28M reported · 160 holdings listed · SEC ↗

Q2 2026
Jul 23 Ignite Planners, LLC

13F-HR · $728.98M reported · 426 holdings listed · SEC ↗

Q2 2026
Jul 23 Wealth Alliance Advisory Group, LLC

13F-HR · $691.39M reported · 203 holdings listed · SEC ↗

Q2 2026
Jul 23 Brady Martz Wealth Solutions, LLC

13F-HR · $662.01M reported · 228 holdings listed · SEC ↗

Q2 2026
Jul 23 Leonard Rickey Investment Advisors P.L.L.C.

13F-HR · $636.79M reported · 125 holdings listed · SEC ↗

Q2 2026
Jul 23 New Harbor Financial Group, LLC

13F-HR · $632.91M reported · 68 holdings listed · SEC ↗

Q2 2026
Jul 23 Kesler, Norman & Wride, LLC

13F-HR · $631.42M reported · 271 holdings listed · SEC ↗

Q2 2026
Jul 23 TruNorth Capital Management, LLC

13F-HR · $622.61M reported · 123 holdings listed · SEC ↗

Q2 2026
Jul 23 Great Point Wealth Advisors, LLC

13F-HR · $619.16M reported · 70 holdings listed · SEC ↗

Q2 2026
Jul 23 Mason & Associates Inc

13F-HR · $619.04M reported · 161 holdings listed · SEC ↗

Q2 2026
Jul 23 Mattern Wealth Management LLC

13F-HR · $609.34M reported · 183 holdings listed · SEC ↗

Q2 2026
Jul 23 ERn Financial, LLC

13F-HR · $604.32M reported · 161 holdings listed · SEC ↗

Q2 2026
Jul 23 Family Investment Center, Inc.

13F-HR · $602.20M reported · 120 holdings listed · SEC ↗

Q2 2026
Jul 23 High Note Wealth, LLC

13F-HR · $586.17M reported · 960 holdings listed · SEC ↗

Q2 2026
Jul 23 Westchester Capital Management, Inc.

13F-HR · $555.40M reported · 46 holdings listed · SEC ↗

Q2 2026
Jul 23 Louisbourg Investments Inc.

13F-HR · $542.06M reported · 210 holdings listed · SEC ↗

Q2 2026
Jul 23 Alliance Wealth Advisors, LLC /UT

13F-HR · $530.31M reported · 235 holdings listed · SEC ↗

Q2 2026
Jul 23 Teramo Advisors, LLC

13F-HR · $529.24M reported · 4 holdings listed · SEC ↗

Q2 2026
Jul 23 E&G Advisors, LLC

13F-HR · $517.81M reported · 243 holdings listed · SEC ↗

Q2 2026
Jul 23 Total Clarity Wealth Management, Inc.

13F-HR · $514.65M reported · 368 holdings listed · SEC ↗

Q2 2026
Jul 23 Intesa Sanpaolo Wealth Management

13F-HR · $499.69M reported · 309 holdings listed · SEC ↗

Q2 2026
Jul 23 Atlantic Edge Private Wealth Management, LLC

13F-HR · $489.36M reported · 619 holdings listed · SEC ↗

Q2 2026
Jul 23 Global View Capital Management LLC

13F-HR · $484.42M reported · 146 holdings listed · SEC ↗

Q2 2026
Jul 23 Standpoint Asset Management, LLC

13F-HR · $476.99M reported · 8 holdings listed · SEC ↗

Q2 2026
Jul 23 Financial & Tax Architects, LLC

13F-HR · $474.27M reported · 110 holdings listed · SEC ↗

Q2 2026
Jul 23 Copper Harbor Investment Advisors, LLC

13F-HR · $472.41M reported · 95 holdings listed · 5 other managers included · SEC ↗

Q2 2026
Jul 23 Meridian Investment Counsel Inc.

13F-HR · $465.87M reported · 250 holdings listed · SEC ↗

Q2 2026
Jul 23 Essex Bank

13F-HR · $462.45M reported · 574 holdings listed · SEC ↗

Q2 2026
Jul 23 RIA Advisory Group LLC

13F-HR · $459.57M reported · 154 holdings listed · SEC ↗

Q2 2026
Jul 23 Carmel Capital Management L.L.C.

13F-HR · $456.37M reported · 28 holdings listed · SEC ↗

Q2 2026
Jul 23 Warren Street Wealth Advisors, LLC

13F-HR · $448.15M reported · 156 holdings listed · SEC ↗

Q2 2026
Jul 23 United Wealth Management, LLC

13F-HR · $444.41M reported · 24 holdings listed · SEC ↗

Q2 2026
Jul 23 Pioneer Trust Bank N A/Or

13F-HR · $441.08M reported · 136 holdings listed · SEC ↗

Q2 2026
Jul 23 Investment Planning Advisors, Inc.

13F-HR · $431.82M reported · 118 holdings listed · SEC ↗

Q2 2026
Jul 23 BWM Planning, LLC

13F-HR · $431.25M reported · 141 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 23 Anchyra Partners Llc

13F-HR · $416.39M reported · 350 holdings listed · SEC ↗

Q2 2026
Jul 23 Eq Llc

13F-HR · $407.21M reported · 87 holdings listed · SEC ↗

Q2 2026
Jul 23 Arcataur Capital Management LLC

13F-HR · $403.50M reported · 105 holdings listed · SEC ↗

Q2 2026
Jul 23 Stone Summit Wealth LLC

13F-HR · $394.03M reported · 144 holdings listed · SEC ↗

Q2 2026
← Previous Page 92 / 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