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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
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
VSTS Vestis Corporation -5 −6 14
JD JD.com, Inc. -5 −6 17
IBP Installed Building… -5 −5 12
RYAN Ryan Specialty… -5 −5 14
HAIN -5 −5 12
HTHT H World Group… -5 −5 11
MZTI The Marzetti Company -5 −5 13

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 9,201–9,300 of 10,673 individual filing documents

Jul 17 Willow Creek Wealth Management Inc.

13F-HR · $1.11B reported · 167 holdings listed · SEC ↗

Q2 2025
Jul 17 Smith Anglin Financial, LLC

13F-HR · $1.10B reported · 209 holdings listed · SEC ↗

Q2 2025
Jul 17 Moss Adams Wealth Advisors LLC

13F-HR · $1.10B reported · 432 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 17 Hengehold Capital Management Llc

13F-HR · $1.10B reported · 211 holdings listed · SEC ↗

Q2 2025
Jul 17 Tritonpoint Wealth, Llc

13F-HR · $1.08B reported · 344 holdings listed · SEC ↗

Q2 2025
Jul 17 Summit Financial Strategies, Inc.

13F-HR · $1.08B reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 17 Willow Creek Wealth Management Inc.

13F-HR · $1.03B reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 17 Gleason Group, Inc.

13F-HR · $922.95M reported · 205 holdings listed · SEC ↗

Q2 2025
Jul 17 Trivium Point Advisory, LLC

13F-HR · $921.27M reported · 343 holdings listed · SEC ↗

Q2 2025
Jul 17 LVW Advisors, LLC

13F-HR · $916.63M reported · 329 holdings listed · SEC ↗

Q2 2025
Jul 17 Coastline Trust Co

13F-HR · $873.12M reported · 565 holdings listed · SEC ↗

Q2 2025
Jul 17 HCR Wealth Advisors

13F-HR · $849.70M reported · 237 holdings listed · SEC ↗

Q2 2025
Jul 17 DiNuzzo Private Wealth, Inc.

13F-HR · $842.40M reported · 1,369 holdings listed · SEC ↗

Q2 2025
Jul 17 KWB Wealth

13F-HR · $822.86M reported · 156 holdings listed · SEC ↗

Q2 2025
Jul 17 Symmetry Partners, LLC

13F-HR · $812.71M reported · 207 holdings listed · SEC ↗

Q2 2025
Jul 17 Archford Capital Strategies, LLC

13F-HR · $782.05M reported · 321 holdings listed · SEC ↗

Q2 2025
Jul 17 Emerald Advisors, LLC

13F-HR · $780.08M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 17 City Holding Co

13F-HR · $764.10M reported · 527 holdings listed · SEC ↗

Q2 2025
Jul 17 Patton Albertson Miller Group, Llc

13F-HR · $759.64M reported · 213 holdings listed · SEC ↗

Q2 2025
Jul 17 V-Square Quantitative Management LLC

13F-HR · $746.84M reported · 617 holdings listed · SEC ↗

Q2 2025
Jul 17 Beacon Capital Management, LLC

13F-HR · $740.82M reported · 1,073 holdings listed · SEC ↗

Q2 2025
Jul 17 Stockman Wealth Management, Inc.

13F-HR · $735.87M reported · 173 holdings listed · SEC ↗

Q2 2025
Jul 17 Johnson Bixby & Associates, LLC

13F-HR · $728.24M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 17 One Wealth Advisors, LLC

13F-HR · $719.09M reported · 283 holdings listed · SEC ↗

Q2 2025
Jul 17 Jlb & Associates Inc

13F-HR · $717.11M reported · 75 holdings listed · SEC ↗

Q2 2025
Jul 17 Boulay Financial Advisors, LLC

13F-HR · $713.83M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 17 Independence Bank of Kentucky

13F-HR · $705.78M reported · 615 holdings listed · SEC ↗

Q2 2025
Jul 17 Kavar Capital Partners Group, Llc

13F-HR · $695.60M reported · 191 holdings listed · SEC ↗

Q2 2025
Jul 17 Covenant Asset Management, LLC

13F-HR · $676.59M reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 17 Alpine Bank Wealth Management

13F-HR · $661.73M reported · 628 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 17 Chatham Capital Group, Inc.

13F-HR · $655.61M reported · 197 holdings listed · SEC ↗

Q2 2025
Jul 17 LexAurum Advisors, LLC

13F-HR · $633.42M reported · 361 holdings listed · SEC ↗

Q2 2025
Jul 17 Rubicon Global Capital Ltd

13F-HR · $631.85M reported · 10 holdings listed · SEC ↗

Q2 2025
Jul 17 Baron Silver Stevens Financial Advisors, Llc

13F-HR · $624.46M reported · 144 holdings listed · SEC ↗

Q2 2025
Jul 17 Enclave Advisors LLC

13F-HR · $619.03M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 17 Crane Advisory, LLC

13F-HR · $603.48M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 17 Asio Capital, LLC

13F-HR · $600.24M reported · 109 holdings listed · SEC ↗

Q2 2025
Jul 17 SC&H Financial Advisors, Inc.

13F-HR · $585.56M reported · 156 holdings listed · SEC ↗

Q2 2025
Jul 17 Heritage Investment Group, Inc.

13F-HR · $580.09M reported · 110 holdings listed · SEC ↗

Q2 2025
Jul 17 Capital Insight Partners, Llc

13F-HR · $575.40M reported · 162 holdings listed · SEC ↗

Q2 2025
Jul 17 OAKMONT Corp

13F-HR · $570.89M reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 17 Northwest Wealth Management, Llc

13F-HR · $553.31M reported · 208 holdings listed · SEC ↗

Q2 2025
Jul 17 SeaBridge Investment Advisors LLC

13F-HR · $537.87M reported · 196 holdings listed · SEC ↗

Q2 2025
Jul 17 Overbrook Management Corp

13F-HR · $536.50M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 17 Rempart Asset Management Inc.

13F-HR · $520.74M reported · 34 holdings listed · SEC ↗

Q2 2025
Jul 17 Mattern Wealth Management LLC

13F-HR · $480.49M reported · 161 holdings listed · SEC ↗

Q2 2025
Jul 17 ERn Financial, LLC

13F-HR · $474.00M reported · 145 holdings listed · SEC ↗

Q2 2025
Jul 17 Sage Rhino Capital Llc

13F-HR · $473.14M reported · 282 holdings listed · SEC ↗

Q2 2025
Jul 17 Farmers & Merchants Trust Co of Long Beach

13F-HR · $471.03M reported · 348 holdings listed · SEC ↗

Q2 2025
Jul 17 TBH Global Asset Management, LLC

13F-HR · $467.66M reported · 172 holdings listed · SEC ↗

Q2 2025
Jul 17 Elwood & Goetz Wealth Advisory Group, LLC

13F-HR · $462.68M reported · 114 holdings listed · SEC ↗

Q2 2025
Jul 17 Eclectic Associates Inc /Adv

13F-HR · $459.97M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 17 Sterling Investment Advisors, Ltd.

13F-HR · $456.09M reported · 182 holdings listed · SEC ↗

Q2 2025
Jul 17 Park Place Capital Corp

13F-HR · $438.95M reported · 812 holdings listed · SEC ↗

Q2 2025
Jul 17 Wagner Wealth Management, LLC

13F-HR · $438.53M reported · 255 holdings listed · SEC ↗

Q2 2025
Jul 17 Peavine Capital, Llc

13F-HR · $426.84M reported · 9 holdings listed · SEC ↗

Q2 2025
Jul 17 Barry Investment Advisors, LLC

13F-HR · $401.68M reported · 104 holdings listed · SEC ↗

Q2 2025
Jul 17 Tempus Wealth Planning, LLC

13F-HR · $401.24M reported · 259 holdings listed · SEC ↗

Q2 2025
Jul 17 Paradiem, LLC

13F-HR · $396.21M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 17 Cornerstone Wealth Advisors, Inc.

13F-HR · $386.95M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 17 Income Research & Management

13F-HR · $374.23M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 17 Uncommon Cents Investing LLC

13F-HR · $373.67M reported · 206 holdings listed · SEC ↗

Q2 2025
Jul 17 SWS Partners

13F-HR · $370.61M reported · 118 holdings listed · SEC ↗

Q2 2025
Jul 17 Astoria Strategic Wealth, Inc.

13F-HR · $370.07M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 17 Montis Financial, LLC

13F-HR · $359.85M reported · 134 holdings listed · SEC ↗

Q2 2025
Jul 17 Mokosak Advisory Group, LLC

13F-HR · $353.70M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 17 Kelly Financial Services LLC

13F-HR · $339.42M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 17 KG Capital Management

13F-HR · $338.78M reported · 187 holdings listed · SEC ↗

Q2 2025
Jul 17 Leverty Financial Group, LLC

13F-HR · $334.97M reported · 44 holdings listed · SEC ↗

Q2 2025
Jul 17 Clean Yield Group

13F-HR · $334.29M reported · 409 holdings listed · SEC ↗

Q2 2025
Jul 17 Stone Summit Wealth LLC

13F-HR · $322.79M reported · 142 holdings listed · SEC ↗

Q2 2025
Jul 17 Neumann Capital Management, LLC

13F-HR · $318.02M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 17 Oak Family Advisors, Llc

13F-HR · $317.24M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 17 Centennial Wealth Advisory LLC

13F-HR · $314.42M reported · 150 holdings listed · SEC ↗

Q2 2025
Jul 17 Investment Advisory Services Inc /Tx /Adv

13F-HR · $299.78M reported · 131 holdings listed · SEC ↗

Q2 2025
Jul 17 Olympus Wealth Management, Llc

13F-HR · $297.68M reported · 21 holdings listed · SEC ↗

Q2 2025
Jul 17 XY Planning Network, Inc.

13F-HR · $293.72M reported · 173 holdings listed · SEC ↗

Q2 2025
Jul 17 Lee Johnson Capital Management, Llc

13F-HR · $290.61M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 17 Claris Advisors, Llc / Mo /

13F-HR · $287.37M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 17 Bennett Selby Investments Lp

13F-HR · $280.97M reported · 76 holdings listed · SEC ↗

Q2 2025
Jul 17 Luminvest Wealth Management LLC

13F-HR · $278.94M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 17 Consolidated Capital Management, Llc

13F-HR · $276.72M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 17 Financial Partners Group, LLC

13F-HR · $276.27M reported · 88 holdings listed · SEC ↗

Q2 2025
Jul 17 Jackson, Grant Investment Advisers, Inc.

13F-HR · $272.34M reported · 385 holdings listed · SEC ↗

Q2 2025
Jul 17 LifeGuide Financial Advisors, LLC

13F-HR · $270.93M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 17 Investment Research & Advisory Group, Inc.

13F-HR · $268.41M reported · 246 holdings listed · SEC ↗

Q2 2025
Jul 17 RBA Wealth Management, LLC

13F-HR · $268.38M reported · 93 holdings listed · SEC ↗

Q2 2025
Jul 17 Kenora Financial, LLC

13F-HR · $268.07M reported · 131 holdings listed · SEC ↗

Q2 2025
Jul 17 David Kennon Inc

13F-HR · $267.65M reported · 36 holdings listed · SEC ↗

Q2 2025
Jul 17 Lazari Capital Management, Inc.

13F-HR · $265.62M reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 17 Tiller Private Wealth, Inc.

13F-HR · $263.11M reported · 60 holdings listed · SEC ↗

Q2 2025
Jul 17 Exane Asset Management

13F-HR · $256.15M reported · 26 holdings listed · SEC ↗

Q2 2025
Jul 17 G&S Capital LLC

13F-HR · $252.38M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 17 Raleigh Capital Management Inc.

13F-HR · $238.45M reported · 638 holdings listed · SEC ↗

Q2 2025
Jul 17 Greenbush Financial Group, LLC

13F-HR · $229.52M reported · 32 holdings listed · SEC ↗

Q2 2025
Jul 17 Palisades Investment Partners, LLC

13F-HR · $228.74M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 17 Applied Capital LLC

13F-HR · $227.29M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 17 Dopkins Wealth Management, Llc

13F-HR · $222.99M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 17 Wd Rutherford Llc

13F-HR · $217.44M reported · 96 holdings listed · SEC ↗

Q2 2025
Jul 17 MBA Advisors LLC

13F-HR · $216.67M reported · 134 holdings listed · SEC ↗

Q2 2025
← Previous Page 93 / 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