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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
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
IIIV i3 Verticals, Inc. -5 −5 9
IBP Installed Building… -5 −5 12
MZTI The Marzetti Company -5 −5 13
HTHT H World Group… -5 −5 11
RYAN Ryan Specialty… -5 −5 14

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 9,301–9,400 of 10,673 individual filing documents

Jul 17 Nova R Wealth, Inc.

13F-HR · $215.10M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 17 Robbins Farley

13F-HR · $214.86M reported · 172 holdings listed · SEC ↗

Q2 2025
Jul 17 Porter White Investment Advisors, Inc.

13F-HR · $214.76M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 17 Mainsail Financial Group, LLC

13F-HR · $214.67M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 17 Saxon Interests, Inc.

13F-HR · $213.75M reported · 186 holdings listed · SEC ↗

Q2 2025
Jul 17 Genesis Private Wealth, Llc

13F-HR · $212.24M reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 17 Crown Oak Advisors, LLC

13F-HR · $211.47M reported · 23 holdings listed · SEC ↗

Q2 2025
Jul 17 Eagle Bluffs Wealth Management LLC

13F-HR · $210.21M reported · 74 holdings listed · SEC ↗

Q2 2025
Jul 17 Vermillion Wealth Management, Inc.

13F-HR · $209.49M reported · 532 holdings listed · SEC ↗

Q2 2025
Jul 17 Altus Wealth Management, LLC

13F-HR · $208.93M reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 17 Hamilton Capital Partners, Llc

13F-HR · $208.63M reported · 24 holdings listed · SEC ↗

Q2 2025
Jul 17 Peoples Financial Services Corp.

13F-HR · $202.35M reported · 394 holdings listed · SEC ↗

Q2 2025
Jul 17 New Perspectives, Inc

13F-HR · $202.17M reported · 36 holdings listed · SEC ↗

Q2 2025
Jul 17 Bluesphere Advisors LLC

13F-HR · $200.53M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 17 Spectrum Strategic Capital Management, LLC

13F-HR · $198.74M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 17 Sterneck Capital Management, LLC

13F-HR · $197.12M reported · 99 holdings listed · SEC ↗

Q2 2025
Jul 17 Alliance Wealth Advisors, LLC

13F-HR · $195.60M reported · 146 holdings listed · SEC ↗

Q2 2025
Jul 17 Lauterbach Financial Advisors, LLC

13F-HR · $190.80M reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 17 Taylor Frigon Capital Management LLC

13F-HR · $188.11M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 17 Global Trust Asset Management, LLC

13F-HR · $187.00M reported · 504 holdings listed · SEC ↗

Q2 2025
Jul 17 Western Financial Corp/CA

13F-HR · $186.58M reported · 122 holdings listed · SEC ↗

Q2 2025
Jul 17 First County Bank /CT/

13F-HR · $185.97M reported · 384 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 17 Hansen & Associates Financial Group, Inc.

13F-HR · $184.23M reported · 15 holdings listed · SEC ↗

Q2 2025
Jul 17 Keystone Global Partners, LLC

13F-HR · $183.56M reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 17 Avondale Wealth Management

13F-HR · $179.02M reported · 113 holdings listed · SEC ↗

Q2 2025
Jul 17 Delta Capital Management Llc

13F-HR · $178.81M reported · 102 holdings listed · SEC ↗

Q2 2025
Jul 17 Eagle Wealth Strategies Llc

13F-HR · $178.77M reported · 105 holdings listed · SEC ↗

Q2 2025
Jul 17 Lunate Capital Ltd

13F-HR · $178.07M reported · 6 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 17 Canerector Inc

13F-HR · $176.33M reported · 10 holdings listed · SEC ↗

Q2 2025
Jul 17 School Employees Retirement Board Of Ohio

13F-HR · $174.95M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 17 Walker Asset Management, LLC

13F-HR · $173.30M reported · 142 holdings listed · SEC ↗

Q2 2025
Jul 17 Canaan Partners XI LLC

13F-HR · $171.75M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 17 Ausbil Investment Management Ltd

13F-HR · $170.56M reported · 72 holdings listed · SEC ↗

Q2 2025
Jul 17 Prepared Retirement Institute LLC

13F-HR · $169.72M reported · 86 holdings listed · SEC ↗

Q2 2025
Jul 17 Camelot Portfolios, LLC

13F-HR · $167.33M reported · 206 holdings listed · SEC ↗

Q2 2025
Jul 17 Virginia Wealth Management Group, Inc.

13F-HR · $164.53M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 17 Financial Designs Corp

13F-HR · $163.12M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 17 Worth Financial Advisory Group, LLC

13F-HR · $162.88M reported · 147 holdings listed · SEC ↗

Q2 2025
Jul 17 GraniteShares Advisors LLC

13F-HR · $162.71M reported · 91 holdings listed · SEC ↗

Q2 2025
Jul 17 Fee-Only Financial Planning, L.C.

13F-HR · $161.54M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 17 Wolff Wiese Magana Llc

13F-HR · $161.50M reported · 984 holdings listed · SEC ↗

Q2 2025
Jul 17 Melfa Wealth Management, Inc.

13F-HR · $158.24M reported · 200 holdings listed · SEC ↗

Q2 2025
Jul 17 Ariose Capital Management Ltd

13F-HR · $158.21M reported · 18 holdings listed · SEC ↗

Q2 2025
Jul 17 Clay Northam Wealth Management, LLC

13F-HR · $156.45M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 17 Sfm, Llc

13F-HR · $155.82M reported · 58 holdings listed · SEC ↗

Q2 2025
Jul 17 BayBridge Capital Group, LLC

13F-HR · $155.76M reported · 89 holdings listed · SEC ↗

Q2 2025
Jul 17 Greenhouse Wealth Management, LLC

13F-HR · $155.24M reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 17 SummerHaven Investment Management, LLC

13F-HR · $152.78M reported · 191 holdings listed · SEC ↗

Q2 2025
Jul 17 Klein Pavlis & Peasley Financial, Inc.

13F-HR · $149.87M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 17 Lakewood Asset Management LLC

13F-HR · $149.70M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 17 Oceanside Advisors LLC

13F-HR · $149.51M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 17 Refined Wealth Management

13F-HR · $145.49M reported · 33 holdings listed · SEC ↗

Q2 2025
Jul 17 Sterling Wealth Advisors Inc

13F-HR · $141.33M reported · 18 holdings listed · SEC ↗

Q2 2025
Jul 17 Argus Investors' Counsel, Inc.

13F-HR · $140.91M reported · 111 holdings listed · SEC ↗

Q2 2025
Jul 17 Mustard Seed Financial, LLC

13F-HR · $138.82M reported · 86 holdings listed · SEC ↗

Q2 2025
Jul 17 Uhlmann Price Securities, Llc

13F-HR · $135.82M reported · 188 holdings listed · SEC ↗

Q2 2025
Jul 17 Washington Capital Management, Inc

13F-HR · $134.60M reported · 116 holdings listed · SEC ↗

Q2 2025
Jul 17 Campion Asset Management

13F-HR · $133.25M reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 17 Uhlmann Price Securities, Llc

13F-HR · $132.47M reported · 179 holdings listed · SEC ↗

Q2 2025
Jul 17 CogentBlue Wealth Advisors, LLC

13F-HR · $130.59M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 17 Cyr Financial Inc.

13F-HR · $129.48M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 17 Forefront Wealth Management Inc.

13F-HR · $124.73M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 17 Flywheel Private Wealth Llc

13F-HR · $124.62M reported · 85 holdings listed · SEC ↗

Q2 2025
Jul 17 PMG Wealth Management, Inc.

13F-HR · $121.17M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 17 BFI Infinity Ltd.

13F-HR · $120.34M reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 17 Clear Point Advisors Inc.

13F-HR · $118.66M reported · 108 holdings listed · SEC ↗

Q2 2025
Jul 17 Nicholson Meyer Capital Management, Inc.

13F-HR · $118.13M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 17 Michels Family Financial, LLC

13F-HR · $117.31M reported · 126 holdings listed · SEC ↗

Q2 2025
Jul 17 Spartan Planning & Wealth Management

13F-HR · $116.74M reported · 76 holdings listed · SEC ↗

Q2 2025
Jul 17 Fiduciary Advisors, Inc.

13F-HR · $113.62M reported · 95 holdings listed · SEC ↗

Q2 2025
Jul 17 K2 Financial Inc.

13F-HR · $113.37M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 17 Bosman Wealth Management, LLC

13F-HR · $112.57M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 17 New Covenant Trust Company, N.A.

13F-HR · $111.93M reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 17 Poinciana Advisors Group, Llc

13F-HR · $110.92M reported · 126 holdings listed · SEC ↗

Q2 2025
Jul 17 C2C Wealth Management, LLC

13F-HR · $110.42M reported · 82 holdings listed · SEC ↗

Q2 2025
Jul 17 R.H. Investment Group, LLC

13F-HR · $109.07M reported · 31 holdings listed · SEC ↗

Q2 2025
Jul 17 LifeGoal Investments, LLC

13F-HR · $105.23M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 17 York GP, Ltd.

13F-HR · $104.39M reported · 3 holdings listed · SEC ↗

Q2 2025
Jul 17 Guardian Investment Management

13F-HR · $99.37M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 17 Blossom Wealth Management

13F-HR · $56.43M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 17 Janney Montgomery Scott LLC

13F-HR · $38.26M reported · 2,698 holdings listed · SEC ↗

Q2 2025
Jul 17 Fort Washington Investment Advisors Inc /Oh/

13F-HR · $17.35M reported · 432 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 17 Black Point Wealth Management

13F-HR · $3.50M reported · 5 holdings listed · SEC ↗

Q2 2025
Jul 17 Janney Capital Management LLC

13F-HR · $1.55M reported · 232 holdings listed · SEC ↗

Q2 2025
Jul 17 Hanson & Doremus Investment Management

13F-HR · $747,585 reported · 474 holdings listed · SEC ↗

Q2 2025
Jul 17 San Luis Wealth Advisors LLC

13F-HR · $465,437 reported · 139 holdings listed · SEC ↗

Q2 2025
Jul 17 White Pine Investment CO

13F-HR · $400,629 reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 17 Scott & Selber, Inc.

13F-HR · $358,832 reported · 91 holdings listed · SEC ↗

Q2 2025
Jul 17 Grandview Asset Management LLC

13F-HR · $312,320 reported · 135 holdings listed · SEC ↗

Q2 2025
Jul 17 Tealwood Asset Management Inc

13F-HR · $224,729 reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 17 Johnson & White Wealth Management, LLC

13F-HR · $198,529 reported · 102 holdings listed · SEC ↗

Q2 2025
Jul 17 Cairn Investment Group, Inc.

13F-HR · $191,453 reported · 68 holdings listed · SEC ↗

Q2 2025
Jul 17 Presper Financial Architects, LLC

13F-HR · $134,363 reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 17 Duality Advisers, Lp

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

Q2 2025
Jul 17 Lunate Holding RSC Ltd

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

Q2 2025
Jul 17 Highland Associates Inc

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

Q2 2025
Jul 16 PineStone Asset Management Inc.

13F-HR · $15.45B reported · 44 holdings listed · SEC ↗

Q2 2025
Jul 16 Congress Asset Management Co

13F-HR · $14.58B reported · 382 holdings listed · SEC ↗

Q2 2025
Jul 16 Banque Pictet & Cie Sa

13F-HR · $14.37B reported · 361 holdings listed · SEC ↗

Q2 2025
Jul 16 VIRGINIA RETIREMENT SYSTEMS ET Al

13F-HR · $13.47B reported · 1,016 holdings listed · SEC ↗

Q2 2025
← Previous Page 94 / 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