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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

8,795 of approximately 8,836 expected managers have filed for Q1 2026 (99.5%); “expected” = the prior season's filer count

8,93813F-HR reports
$67.08TΣ reported value
3.63MHoldings listedall filers · Q1 2026
218Amendments
1,793Notice filings
Mar 31First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 8,938 of 8,938 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,938 reports filed Mar 31 to Jun 30; busiest day May 15 with 1,6794709401,4101,880Mar 31: 1 reportsApr 01: 19 reportsApr 02: 18 reportsApr 03: 10 reportsApr 06: 19 reportsApr 07: 67 reportsApr 08: 140 reportsApr 09: 117 reportsApr 10: 95 reportsApr 13: 166 reportsApr 14: 142 reportsApr 15: 196 reportsApr 16: 178 reportsApr 17: 151 reportsApr 20: 166 reportsApr 21: 273 reportsApr 22: 228 reportsApr 23: 206 reportsApr 24: 232 reportsApr 27: 218 reportsApr 28: 209 reportsApr 29: 215 reportsApr 30: 191 reportsMay 01: 187 reportsMay 04: 244 reportsMay 05: 270 reportsMay 06: 230 reportsMay 07: 300 reportsMay 08: 345 reportsMay 11: 379 reportsMay 12: 443 reportsMay 13: 482 reportsMay 14: 756 reportsMay 15: 1,679 reportsMay 18: 78 reportsMay 19: 27 reportsMay 20: 16 reportsMay 21: 12 reportsMay 22: 9 reportsMay 26: 5 reportsMay 27: 9 reportsMay 28: 8 reportsMay 29: 5 reportsJun 01: 9 reportsJun 02: 8 reportsJun 03: 7 reportsJun 04: 10 reportsJun 05: 1 reportsJun 08: 7 reportsJun 09: 4 reportsJun 10: 14 reportsJun 11: 4 reportsJun 12: 15 reportsJun 15: 22 reportsJun 16: 5 reportsJun 17: 7 reportsJun 18: 24 reportsJun 22: 5 reportsJun 23: 19 reportsJun 24: 7 reportsJun 25: 3 reportsJun 26: 22 reportsJun 29: 2 reportsJun 30: 2 reports100%45-day deadline · May 151,679 on May 15Apr 1Apr 15May 1May 15Jun 1Jun 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.
49.8% of reports arrived in the final week before the May 15 deadline
What the tracked universe did this season
+45,786New positions
−40,110Full exits
208,710Increased
171,080Reduced
235Comparable 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
VSNT Versant Media… +130 +130 138
PNFP Pinnacle Financial… +127 +127 131
SUNB Sunbelt Rentals… +117 +117 118
INDV Indivior… +95 +95 97
DFTX Definium… +82 +82 86
FPS Forgent Power… +71 +71 72
MDA MDA Space Ltd +64 +64 65
RNA +64 +64 65

Most reduced so far

SecurityΔ holdersExitsHolders
TEFOF -59 −60 6
GRT-UN.TO Granite Real Estate… -46 −47 3
TSEOQ -32 −32 4
FG F&G Annuities &… -30 −38 88
FUBO fuboTV Inc. -29 −33 65
AGL Agilon Health, Inc. -27 −29 49
ELME Elme Communities -26 −38 65
WIX Wix.com Ltd. -24 −30 115

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $5.72T 50,651 May 13
2 Vanguard Capital Management Llc $4.00T 3,982 May 08
3 State Street Global Advisors $2.90T 4,269 May 15
4 Fidelity (FMR) $1.90T 13,282 May 15
5 Vanguard Portfolio Management Llc (cover page only) $1.89T 3,040 May 08
6 Morgan Stanley $1.66T 45,985 May 15
7 Geode Capital Management $1.61T 8,577 May 15
8 JPMorgan Chase $1.56T 33,063 May 13
9 Bank Of America Corp /De/ $1.37T 17,872 May 18
10 Susquehanna International Group, Llp $893.33B 14,878 May 15
11 Goldman Sachs Group $870.94B 13,579 May 15
12 Norges Bank $864.69B 1,507 May 11
Notable manager changes
01 Soroban Capital Partners LP

Reported value +261.4% QoQ ($14.33B → $51.80B)

→
02 TD Waterhouse Canada Inc.

Reported value +109.6% QoQ ($16.08B → $33.71B)

→
03 Norges Bank

Reported value -100.0% QoQ ($934.76B → $0)

→
04 Two Sigma Investments

Reported value +74.8% QoQ ($70.90B → $123.93B)

→
05 Fifth Third Bancorp

+1669 new positions this quarter (4,303 total)

→
06 Jane Street Group, Llc

+1588 new positions this quarter (19,058 total)

→
07 Susquehanna International Group, Llp

+1540 new positions this quarter (14,878 total)

→
08 Citadel Advisors

+1423 new positions this quarter (15,589 total)

→
09 Belvedere Trading LLC

Top-10 concentration 59% → 83% (+24.9pp)

→
10 Third Point

Top-10 concentration 54% → 78% (+23.6pp)

→

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
Elm Partners Management LLC restatement May 13 Oct 30 $2.31B → $2.90B (+25.9%) SEC ↗
Neuberger Berman Group LLC restatement May 14 Oct 27 $131.41B → $131.47B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement May 15 Oct 26 $303.45M → $558.45M (+84.0%) SEC ↗
Blackstone Inc. new holdings May 15 Oct 09 $25.61B → $5.53B (-78.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 09 Sep 28 $9.41B → $9.75B (+3.6%) SEC ↗
M&T Bank Corp restatement May 12 Sep 04 $29.22B → $30.53B (+4.5%) SEC ↗
Allie Family Office LLC restatement May 14 Sep 01 $228.48M → $229.42M (+0.4%) SEC ↗
Cornerstone Financial Management LLC restatement May 08 Aug 28 $109.02M → $109.02M (0.0%) SEC ↗
Provida Pension Fund Administrator new holdings May 14 Aug 28 $0 → $5.95B SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
VELA Investment Management, LLC restatement May 08 Aug 27 $436.05M → $428.72M (-1.7%) SEC ↗
Boston Research & Management Inc new holdings Apr 10 Aug 26 $420,987 → $428.29M (+101635.0%) SEC ↗
Dakota Wealth Management restatement May 07 Aug 26 $4.62B → $4.62B (0.0%) SEC ↗
Whitebox Advisors Llc new holdings May 15 Aug 26 $8.12B → $119.84M (-98.5%) 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 10,586 managers that reported this season
One row per manager: these managers filed 10,949 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

Apr 16 Heck Capital Advisors, LLC

$1.35B reported · 202 holdings listed · SEC ↗

Q1 2026
Apr 16 Triad Wealth Partners, LLC

$1.26B reported · 478 holdings listed · SEC ↗

Q1 2026
Apr 16 XML Financial, LLC

$1.24B reported · 421 holdings listed · SEC ↗

Q1 2026
Apr 16 Campbell Newman Asset Management Inc

$1.23B reported · 103 holdings listed · SEC ↗

Q1 2026
Apr 16 Petredis Investment Advisors Llc

$1.22B reported · 108 holdings listed · SEC ↗

Q1 2026
Apr 16 Forbes J M & Co Llp

$1.18B reported · 153 holdings listed · SEC ↗

Q1 2026
Apr 16 Clark Asset Management, LLC

$1.06B reported · 267 holdings listed · SEC ↗

Q1 2026
Apr 16 Asset Advisors Investment Management, LLC

$1.05B reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 16 Toth Financial Advisory Corp

$910.96M reported · 918 holdings listed · SEC ↗

Q1 2026
Apr 16 Sheets Smith Wealth Management

$888.48M reported · 393 holdings listed · SEC ↗

Q1 2026
Apr 16 Occidental Asset Management, LLC

$844.12M reported · 284 holdings listed · SEC ↗

Q1 2026
Apr 16 Stanley-Laman Group, Ltd.

$814.45M reported · 295 holdings listed · SEC ↗

Q1 2026
Apr 16 Johnson Bixby & Associates, LLC

$806.49M reported · 127 holdings listed · SEC ↗

Q1 2026
Apr 16 Kavar Capital Partners Group, Llc

$798.42M reported · 213 holdings listed · SEC ↗

Q1 2026
Apr 16 BlueSky Wealth Advisors, LLC

$776.52M reported · 115 holdings listed · SEC ↗

Q1 2026
Apr 16 Allegheny Financial Group

$741.83M reported · 290 holdings listed · SEC ↗

Q1 2026
Apr 16 Klaas Financial Asset Advisors, LLC

$724.25M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 16 Security National Bank

$686.66M reported · 501 holdings listed · SEC ↗

Q1 2026
Apr 16 Sentinel Pension Advisors, Llc

$676.43M reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 16 Cornerstone Management, Inc.

$627.56M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 16 Riversedge Advisors, Llc

$617.74M reported · 216 holdings listed · SEC ↗

Q1 2026
Apr 16 CPC Advisors, LLC

$616.75M reported · 144 holdings listed · SEC ↗

Q1 2026
Apr 16 Montecito Bank & Trust

$607.35M reported · 444 holdings listed · SEC ↗

Q1 2026
Apr 16 Balboa Wealth Partners

$596.18M reported · 455 holdings listed · SEC ↗

Q1 2026
Apr 16 Mountain Pacific Investment Advisers Llc

$583.72M reported · 141 holdings listed · SEC ↗

Q1 2026
Apr 16 Sky Investment Group LLC

$583.40M reported · 140 holdings listed · SEC ↗

Q1 2026
Apr 16 Ironwood Financial, llc

$572.71M reported · 168 holdings listed · SEC ↗

Q1 2026
Apr 16 Ellsworth Advisors, LLC

$532.21M reported · 164 holdings listed · SEC ↗

Q1 2026
Apr 16 Strong Tower Advisory Services

$531.41M reported · 92 holdings listed · SEC ↗

Q1 2026
Apr 16 Cambridge Advisors Inc.

$515.32M reported · 178 holdings listed · SEC ↗

Q1 2026
Apr 16 Bright Rock Capital Management, Llc

$508.70M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 16 Bricktown Capital, LLC

$507.90M reported · 32 holdings listed · SEC ↗

Q1 2026
Apr 16 Blue Zone Wealth Advisors, LLC

$491.48M reported · 130 holdings listed · SEC ↗

Q1 2026
Apr 16 TB Alternative Assets Ltd.

$481.08M reported · 36 holdings listed · SEC ↗

Q1 2026
Apr 16 Trinity Legacy Partners, LLC

$461.86M reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 16 Fortitude Family Office, LLC

$447.71M reported · 1,890 holdings listed · SEC ↗

Q1 2026
Apr 16 Whitener Capital Management, Inc.

$438.39M reported · 174 holdings listed · SEC ↗

Q1 2026
Apr 16 Farmers & Merchants Trust Co of Long Beach

$425.72M reported · 302 holdings listed · SEC ↗

Q1 2026
Apr 16 Standpoint Asset Management, LLC

$412.30M reported · 8 holdings listed · SEC ↗

Q1 2026
Apr 16 Monarch Capital Management Inc

$408.60M reported · 127 holdings listed · SEC ↗

Q1 2026
Apr 16 Westmount Partners, LLC

$406.26M reported · 264 holdings listed · SEC ↗

Q1 2026
Apr 16 Monument Capital Management

$399.11M reported · 217 holdings listed · SEC ↗

Q1 2026
Apr 16 PW Nova Financial Services LLC

$398.71M reported · 193 holdings listed · SEC ↗

Q1 2026
Apr 16 Fortem Financial Group, Llc

$398.52M reported · 173 holdings listed · SEC ↗

Q1 2026
Apr 16 Rfg Holdings, Inc.

$396.98M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 16 Warren Street Wealth Advisors, LLC

$392.99M reported · 129 holdings listed · SEC ↗

Q1 2026
Apr 16 Hartford Financial Management Inc.

$392.42M reported · 344 holdings listed · SEC ↗

Q1 2026
Apr 16 Scott & Selber, Inc.

$387.32M reported · 91 holdings listed · SEC ↗

Q1 2026
Apr 16 Gradient Capital Advisors, LLC

$385.76M reported · 177 holdings listed · SEC ↗

Q1 2026
Apr 16 Lifelong Wealth Advisors, Inc.

$376.30M reported · 90 holdings listed · SEC ↗

Q1 2026
Apr 16 EdgeRock Capital LLC

$369.54M reported · 126 holdings listed · SEC ↗

Q1 2026
Apr 16 Evexia Wealth Llc

$363.74M reported · 84 holdings listed · SEC ↗

Q1 2026
Apr 16 Sterling Investment Counsel, LLC

$356.85M reported · 196 holdings listed · SEC ↗

Q1 2026
Apr 16 Henrickson Nauta Wealth Advisors, Inc.

$356.32M reported · 106 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 16 Tactive Advisors, LLC

$354.67M reported · 268 holdings listed · SEC ↗

Q1 2026
Apr 16 BridgePort Financial Solutions, LLC

$352.79M reported · 231 holdings listed · SEC ↗

Q1 2026
Apr 16 Weybosset Research & Management Llc

$346.80M reported · 33 holdings listed · SEC ↗

Q1 2026
Apr 16 Prairiewood Capital, LLC

$345.84M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 16 Intergy Private Wealth, LLC

$340.96M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 16 Sweeney & Michel, Llc

$340.12M reported · 145 holdings listed · SEC ↗

Q1 2026
Apr 16 Solitude Financial Services

$338.14M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 16 Baron Wealth Management LLC

$334.41M reported · 279 holdings listed · SEC ↗

Q1 2026
Apr 16 Genesis Private Wealth, Llc

$317.69M reported · 182 holdings listed · SEC ↗

Q1 2026
Apr 16 Vert Asset Management LLC

$315.12M reported · 48 holdings listed · SEC ↗

Q1 2026
Apr 16 jvl associates llc

$298.27M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 16 Town & Country Bank & Trust CO dba First Bankers…

$296.03M reported · 146 holdings listed · SEC ↗

Q1 2026
Apr 16 Friday Financial

$290.20M reported · 93 holdings listed · SEC ↗

Q1 2026
Apr 16 Freedom Financial Partners LLC

$280.76M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 16 Lee Johnson Capital Management, Llc

$278.90M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 16 Maestria Partners LLC

$274.06M reported · 13 holdings listed · SEC ↗

Q1 2026
Apr 16 Franchise GP Ltd

$271.94M reported · 36 holdings listed · SEC ↗

Q1 2026
Apr 16 Lincoln Capital Corp

$271.70M reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 16 Codex Capital Asset Management L.L.C.

$258.62M reported · 31 holdings listed · SEC ↗

Q1 2026
Apr 16 Fmb Wealth Management

$241.71M reported · 98 holdings listed · SEC ↗

Q1 2026
Apr 16 QTR Family Wealth, LLC

$240.09M reported · 287 holdings listed · SEC ↗

Q1 2026
Apr 16 TTP Investments, Inc.

$239.90M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 16 Greenfield Savings Bank

$234.46M reported · 143 holdings listed · SEC ↗

Q1 2026
Apr 16 Baugh & Associates, LLC

$231.54M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 16 IVC Wealth Advisors LLC

$230.32M reported · 174 holdings listed · SEC ↗

Q1 2026
Apr 16 Azarias Capital Management, L.P.

$223.14M reported · 24 holdings listed · SEC ↗

Q1 2026
Apr 16 Sprinkle Financial Consultants LLC

$216.83M reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 16 State Insurance Fund

$215.97M reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 16 Westhampton Capital, LLC

$214.16M reported · 129 holdings listed · SEC ↗

Q1 2026
Apr 16 Southern Capital Advisors, Llc

$213.59M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 16 CWC Advisors, LLC.

$210.12M reported · 149 holdings listed · SEC ↗

Q1 2026
Apr 16 Citadel Investment Advisory, Inc.

$209.52M reported · 78 holdings listed · SEC ↗

Q1 2026
Apr 16 BDFS Capital LLC

$207.80M reported · 137 holdings listed · SEC ↗

Q1 2026
Apr 16 OxenFree Capital LLC

$206.21M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 16 Spectrum Planning & Advisory Services Inc.

$202.07M reported · 114 holdings listed · SEC ↗

Q1 2026
Apr 16 Center For Asset Management LLC

$201.33M reported · 144 holdings listed · SEC ↗

Q1 2026
Apr 16 Asset Advisory Group, Inc.

$199.28M reported · 116 holdings listed · SEC ↗

Q1 2026
Apr 16 Smith Thornton Advisors LLC

$198.58M reported · 130 holdings listed · SEC ↗

Q1 2026
Apr 16 True Vision MN LLC

$193.90M reported · 98 holdings listed · 6 other managers included · SEC ↗

Q1 2026
Apr 16 VVR Holdings LLC

$193.57M reported · 39 holdings listed · SEC ↗

Q1 2026
Apr 16 Everstar Asset Management, LLC

$187.88M reported · 232 holdings listed · SEC ↗

Q1 2026
Apr 16 Envision Financial LLC

$185.84M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 16 Global Wealth Management, LLC

$183.44M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 16 Silverberg Bernstein Capital Management LLC

$181.55M reported · 68 holdings listed · SEC ↗

Q1 2026
Apr 16 Ballast Rock Private Wealth LLC

$180.80M reported · 177 holdings listed · SEC ↗

Q1 2026
Apr 16 Financial Designs Corp

$179.65M reported · 40 holdings listed · SEC ↗

Q1 2026
← Previous Page 95 / 106 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