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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
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
VSTS Vestis Corporation -5 −6 14
JD JD.com, Inc. -5 −6 17
HTHT H World Group… -5 −5 11
DD DuPont de Nemours… -5 −5 21
HAIN -5 −5 12
IIIV i3 Verticals, Inc. -5 −5 9
DECK Deckers Outdoor… -5 −5 17

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 9,401–9,500 of 10,673 individual filing documents

Jul 16 Signaturefd, Llc

13F-HR · $5.87B reported · 3,274 holdings listed · SEC ↗

Q2 2025
Jul 16 Dakota Wealth Management

13F-HR · $4.75B reported · 761 holdings listed · 18 other managers included · SEC ↗

Q2 2025
Jul 16 Bank Pictet & Cie (Europe) AG

13F-HR · $4.68B reported · 197 holdings listed · SEC ↗

Q2 2025
Jul 16 Exor N.V.

13F-HR · $4.67B reported · 2 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 16 Badgley Phelps Wealth Managers, LLC

13F-HR · $4.51B reported · 296 holdings listed · SEC ↗

Q2 2025
Jul 16 Perigon Wealth Management, LLC

13F-HR · $4.28B reported · 1,053 holdings listed · SEC ↗

Q2 2025
Jul 16 MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH

13F-HR · $3.54B reported · 197 holdings listed · SEC ↗

Q2 2025
Jul 16 Hartford Investment Management Co

13F-HR · $3.14B reported · 499 holdings listed · SEC ↗

Q2 2025
Jul 16 Meyer Handelman Co

13F-HR · $3.03B reported · 282 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 16 Plancorp, LLC

13F-HR · $2.89B reported · 375 holdings listed · SEC ↗

Q2 2025
Jul 16 Eagle Global Advisors Llc

13F-HR · $2.47B reported · 267 holdings listed · SEC ↗

Q2 2025
Jul 16 St Germain D J Co Inc

13F-HR · $2.32B reported · 882 holdings listed · SEC ↗

Q2 2025
Jul 16 Ruffer LLP

13F-HR · $2.26B reported · 98 holdings listed · SEC ↗

Q2 2025
Jul 16 Essex Financial Services, Inc.

13F-HR · $1.52B reported · 688 holdings listed · 8 other managers included · SEC ↗

Q2 2025
Jul 16 Rebalance, Llc

13F-HR · $1.47B reported · 96 holdings listed · SEC ↗

Q2 2025
Jul 16 TCI Wealth Advisors, Inc.

13F-HR · $1.46B reported · 253 holdings listed · SEC ↗

Q2 2025
Jul 16 First American Bank

13F-HR · $1.46B reported · 240 holdings listed · SEC ↗

Q2 2025
Jul 16 Howard Capital Management Group, LLC

13F-HR · $1.44B reported · 139 holdings listed · SEC ↗

Q2 2025
Jul 16 Summit Partners L P

13F-HR · $1.42B reported · 7 holdings listed · SEC ↗

Q2 2025
Jul 16 Beaumont Financial Advisors, LLC

13F-HR · $1.38B reported · 378 holdings listed · SEC ↗

Q2 2025
Jul 16 Diversified Enterprises, LLC

13F-HR · $1.34B reported · 313 holdings listed · SEC ↗

Q2 2025
Jul 16 Kathmere Capital Management, LLC

13F-HR · $1.30B reported · 495 holdings listed · SEC ↗

Q2 2025
Jul 16 Cahaba Wealth Management, Inc.

13F-HR · $1.29B reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 16 Cypress Funds Llc

13F-HR · $1.24B reported · 16 holdings listed · SEC ↗

Q2 2025
Jul 16 HS Management Partners, LLC

13F-HR · $1.23B reported · 25 holdings listed · SEC ↗

Q2 2025
Jul 16 Magnus Financial Group LLC

13F-HR · $1.14B reported · 381 holdings listed · SEC ↗

Q2 2025
Jul 16 Falcon Wealth Planning

13F-HR · $989.48M reported · 176 holdings listed · SEC ↗

Q2 2025
Jul 16 American National Bank & Trust

13F-HR · $976.45M reported · 650 holdings listed · SEC ↗

Q2 2025
Jul 16 Randolph Co Inc

13F-HR · $975.25M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 16 Spirepoint Private Client, Llc

13F-HR · $885.55M reported · 232 holdings listed · SEC ↗

Q2 2025
Jul 16 Octavia Wealth Advisors, LLC

13F-HR · $879.17M reported · 231 holdings listed · SEC ↗

Q2 2025
Jul 16 FORM Wealth Advisors, LLC

13F-HR · $826.53M reported · 64 holdings listed · SEC ↗

Q2 2025
Jul 16 Novem Group

13F-HR · $793.95M reported · 909 holdings listed · 6 other managers included · SEC ↗

Q2 2025
Jul 16 Moisand Fitzgerald Tamayo, LLC

13F-HR · $790.72M reported · 582 holdings listed · SEC ↗

Q2 2025
Jul 16 1834 Investment Advisors Co

13F-HR · $789.82M reported · 205 holdings listed · SEC ↗

Q2 2025
Jul 16 Stillwater Capital Advisors, LLC

13F-HR · $786.39M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 16 Vision Capital Management, Inc.

13F-HR · $761.04M reported · 140 holdings listed · SEC ↗

Q2 2025
Jul 16 Destiny Wealth Partners, LLC

13F-HR · $744.06M reported · 192 holdings listed · SEC ↗

Q2 2025
Jul 16 LS Investment Advisors, LLC

13F-HR · $684.28M reported · 132 holdings listed · SEC ↗

Q2 2025
Jul 16 Embree Financial Group

13F-HR · $664.17M reported · 216 holdings listed · SEC ↗

Q2 2025
Jul 16 Arkansas Financial Group, Inc.

13F-HR · $646.57M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 16 Formidable Asset Management, LLC

13F-HR · $597.93M reported · 384 holdings listed · SEC ↗

Q2 2025
Jul 16 Paragon Capital Management Ltd

13F-HR · $551.66M reported · 214 holdings listed · SEC ↗

Q2 2025
Jul 16 TB Alternative Assets Ltd.

13F-HR · $540.04M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 16 Amarillo National Bank

13F-HR · $538.05M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 16 True North Advisors, LLC

13F-HR · $521.79M reported · 222 holdings listed · SEC ↗

Q2 2025
Jul 16 Kirr Marbach & Co Llc /In/

13F-HR · $505.75M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 16 Pacific Sage Partners, LLC

13F-HR · $503.43M reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 16 GenWealth Group, Inc.

13F-HR · $495.87M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 16 Cambridge Advisors Inc.

13F-HR · $478.41M reported · 168 holdings listed · SEC ↗

Q2 2025
Jul 16 ORG Partners LLC

13F-HR · $468.88M reported · 34,909 holdings listed · SEC ↗

Q2 2025
Jul 16 MinichMacGregor Wealth Management, LLC

13F-HR · $467.63M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 16 Patton Fund Management, Inc.

13F-HR · $456.50M reported · 467 holdings listed · SEC ↗

Q2 2025
Jul 16 Rezny Wealth Management, Inc.

13F-HR · $443.38M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 16 Kiley Juergens Wealth Management, Llc

13F-HR · $433.27M reported · 78 holdings listed · SEC ↗

Q2 2025
Jul 16 Spinnaker Investment Group, LLC

13F-HR · $425.67M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 16 Ascentis Wealth Management, LLC

13F-HR · $417.97M reported · 10,014 holdings listed · SEC ↗

Q2 2025
Jul 16 Ipswich Investment Management Co., Inc.

13F-HR · $414.49M reported · 185 holdings listed · 6 other managers included · SEC ↗

Q2 2025
Jul 16 Builder Investment Group Inc /Adv

13F-HR · $404.58M reported · 102 holdings listed · SEC ↗

Q2 2025
Jul 16 Wealth Group Ltd

13F-HR · $392.75M reported · 78 holdings listed · SEC ↗

Q2 2025
Jul 16 Maridea Wealth Management LLC

13F-HR · $384.07M reported · 271 holdings listed · SEC ↗

Q2 2025
Jul 16 Kendall Capital Management

13F-HR · $378.12M reported · 225 holdings listed · SEC ↗

Q2 2025
Jul 16 Brown, Lisle/Cummings, Inc.

13F-HR · $375.77M reported · 772 holdings listed · SEC ↗

Q2 2025
Jul 16 Augustine Asset Management Inc

13F-HR · $373.77M reported · 107 holdings listed · SEC ↗

Q2 2025
Jul 16 Jentner Corp

13F-HR · $373.28M reported · 54 holdings listed · SEC ↗

Q2 2025
Jul 16 Twelve Points Wealth Management LLC

13F-HR · $371.53M reported · 189 holdings listed · SEC ↗

Q2 2025
Jul 16 Brave Asset Management Inc

13F-HR · $370.92M reported · 169 holdings listed · SEC ↗

Q2 2025
Jul 16 Meridian Investment Counsel Inc.

13F-HR · $367.46M reported · 224 holdings listed · SEC ↗

Q2 2025
Jul 16 Old Port Advisors

13F-HR · $366.57M reported · 233 holdings listed · SEC ↗

Q2 2025
Jul 16 Leading Edge Financial Planning LLC

13F-HR · $359.75M reported · 58 holdings listed · SEC ↗

Q2 2025
Jul 16 Fischer Financial Services, Inc.

13F-HR · $340.05M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 16 Gradient Capital Advisors, LLC

13F-HR · $338.53M reported · 162 holdings listed · SEC ↗

Q2 2025
Jul 16 West Branch Capital LLC

13F-HR · $338.14M reported · 472 holdings listed · SEC ↗

Q2 2025
Jul 16 Highline Wealth Partners Llc

13F-HR · $338.05M reported · 890 holdings listed · SEC ↗

Q2 2025
Jul 16 Strategic Investment Solutions, Inc. /IL

13F-HR · $330.64M reported · 6,890 holdings listed · SEC ↗

Q2 2025
Jul 16 NovaPoint Capital, LLC

13F-HR · $326.25M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 16 Newton One Investments LLC

13F-HR · $317.80M reported · 128 holdings listed · SEC ↗

Q2 2025
Jul 16 EdgeRock Capital LLC

13F-HR · $316.09M reported · 109 holdings listed · SEC ↗

Q2 2025
Jul 16 BOS Asset Management, LLC

13F-HR · $313.39M reported · 174 holdings listed · SEC ↗

Q2 2025
Jul 16 Cadent Capital Advisors, LLC

13F-HR · $311.05M reported · 174 holdings listed · 3 other managers included · SEC ↗

Q2 2025
Jul 16 Steph & Co

13F-HR · $308.31M reported · 296 holdings listed · SEC ↗

Q2 2025
Jul 16 Bonness Enterprises Inc

13F-HR · $305.39M reported · 58 holdings listed · SEC ↗

Q2 2025
Jul 16 Kooman & Associates

13F-HR · $295.90M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 16 Colton Groome Financial Advisors, Llc

13F-HR · $295.13M reported · 135 holdings listed · SEC ↗

Q2 2025
Jul 16 Ashoka WhiteOak Capital Pte Ltd

13F-HR · $294.37M reported · 16 holdings listed · SEC ↗

Q2 2025
Jul 16 TigerOak Management, L.L.C.

13F-HR · $291.83M reported · 115 holdings listed · SEC ↗

Q2 2025
Jul 16 Cove Private Wealth, LLC

13F-HR · $283.63M reported · 156 holdings listed · SEC ↗

Q2 2025
Jul 16 Mariner Investment Group Llc

13F-HR · $281.70M reported · 66 holdings listed · SEC ↗

Q2 2025
Jul 16 Townsend Asset Management Corp /Nc/ /Adv

13F-HR · $276.11M reported · 177 holdings listed · SEC ↗

Q2 2025
Jul 16 Meredith Wealth Planning

13F-HR · $275.40M reported · 60 holdings listed · SEC ↗

Q2 2025
Jul 16 Independent Wealth Network Inc.

13F-HR · $274.86M reported · 258 holdings listed · SEC ↗

Q2 2025
Jul 16 Encompass Wealth Advisors, Llc

13F-HR · $272.79M reported · 104 holdings listed · SEC ↗

Q2 2025
Jul 16 Squire Investment Management Company, LLC

13F-HR · $271.35M reported · 66 holdings listed · SEC ↗

Q2 2025
Jul 16 Prairiewood Capital, LLC

13F-HR · $269.38M reported · 78 holdings listed · SEC ↗

Q2 2025
Jul 16 Crown Wealth Group, LLC

13F-HR · $266.20M reported · 119 holdings listed · SEC ↗

Q2 2025
Jul 16 Midwest Heritage Bank, FSB

13F-HR · $265.84M reported · 58 holdings listed · SEC ↗

Q2 2025
Jul 16 MKT Advisors LLC

13F-HR · $252.57M reported · 170 holdings listed · SEC ↗

Q2 2025
Jul 16 New Insight Wealth Advisors

13F-HR · $243.03M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 16 AAFMAA Wealth Management & Trust LLC

13F-HR · $241.88M reported · 121 holdings listed · SEC ↗

Q2 2025
Jul 16 Evergreen Private Wealth LLC

13F-HR · $238.68M reported · 289 holdings listed · SEC ↗

Q2 2025
← Previous Page 95 / 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