★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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 9,401–9,500 of 11,582 individual filing documents

Jul 22 Patton Albertson Miller Group, Llc

13F-HR · $1.00B reported · 213 holdings listed · SEC ↗

Q2 2026
Jul 22 Romano Brothers And Company

13F-HR · $994.39M reported · 331 holdings listed · SEC ↗

Q2 2026
Jul 22 Abacus Wealth Partners, LLC

13F-HR · $951.58M reported · 322 holdings listed · SEC ↗

Q2 2026
Jul 22 Allegheny Financial Group

13F-HR · $941.96M reported · 305 holdings listed · SEC ↗

Q2 2026
Jul 22 SJS Investment Consulting Inc.

13F-HR · $918.73M reported · 3,488 holdings listed · SEC ↗

Q2 2026
Jul 22 Wealth Enhancement Trust Services, Inc.

13F-HR/A · $900.11M reported · 1,903 holdings listed · SEC ↗

Q2 2026
Jul 22 Kfg Wealth Management, Llc

13F-HR · $885.94M reported · 225 holdings listed · SEC ↗

Q2 2026
Jul 22 Slow Capital, Inc.

13F-HR · $856.72M reported · 111 holdings listed · SEC ↗

Q2 2026
Jul 22 Harbor Group, Inc.

13F-HR · $851.32M reported · 115 holdings listed · SEC ↗

Q2 2026
Jul 22 Wallington Asset Management, LLC

13F-HR · $813.93M reported · 61 holdings listed · SEC ↗

Q2 2026
Jul 22 TrueMark Investments, LLC

13F-HR · $798.23M reported · 187 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Jul 22 Arlington Financial Advisors, LLC

13F-HR · $787.47M reported · 107 holdings listed · SEC ↗

Q2 2026
Jul 22 Lee Financial Co

13F-HR · $783.12M reported · 236 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Jul 22 Affinity Wealth Management Llc

13F-HR · $776.42M reported · 113 holdings listed · SEC ↗

Q2 2026
Jul 22 Adams Natural Resources Fund, Inc.

13F-HR · $762.93M reported · 51 holdings listed · SEC ↗

Q2 2026
Jul 22 Horst & Graben Wealth Management LLC

13F-HR · $760.25M reported · 205 holdings listed · SEC ↗

Q2 2026
Jul 22 Fourpath Capital Management, Llc

13F-HR · $759.58M reported · 229 holdings listed · SEC ↗

Q2 2026
Jul 22 Vanderbilt University

13F-HR · $728.28M reported · 74 holdings listed · SEC ↗

Q2 2026
Jul 22 Proffitt & Goodson Inc

13F-HR · $728.11M reported · 298 holdings listed · SEC ↗

Q2 2026
Jul 22 IFG Advisors, LLC

13F-HR · $725.41M reported · 165 holdings listed · SEC ↗

Q2 2026
Jul 22 Citizens National Bank Trust Department

13F-HR · $679.72M reported · 381 holdings listed · SEC ↗

Q2 2026
Jul 22 Spectrum Financial Alliance Ltd LLC

13F-HR · $679.48M reported · 32 holdings listed · SEC ↗

Q2 2026
Jul 22 Bourgeon Capital Management Llc

13F-HR · $679.19M reported · 104 holdings listed · SEC ↗

Q2 2026
Jul 22 Verum Partners LLC

13F-HR · $668.62M reported · 202 holdings listed · SEC ↗

Q2 2026
Jul 22 Presilium Private Wealth, Llc

13F-HR · $651.42M reported · 96 holdings listed · SEC ↗

Q2 2026
Jul 22 Pembroke Management, LTD

13F-HR · $637.47M reported · 78 holdings listed · SEC ↗

Q2 2026
Jul 22 Generali Powszechne Towarzystwo Emerytalne

13F-HR · $631.07M reported · 25 holdings listed · SEC ↗

Q2 2026
Jul 22 Bellecapital International Ltd.

13F-HR · $625.43M reported · 123 holdings listed · SEC ↗

Q2 2026
Jul 22 ABLE Financial Group, LLC

13F-HR · $595.87M reported · 222 holdings listed · SEC ↗

Q2 2026
Jul 22 McNamara Financial Services, Inc.

13F-HR · $579.74M reported · 104 holdings listed · SEC ↗

Q2 2026
Jul 22 BetterWealth, LLC

13F-HR · $565.26M reported · 86 holdings listed · SEC ↗

Q2 2026
Jul 22 Drive Wealth Management, Llc

13F-HR · $561.02M reported · 880 holdings listed · 3 other managers included · SEC ↗

Q2 2026
Jul 22 Wealth Dimensions Group, Ltd.

13F-HR · $558.31M reported · 179 holdings listed · SEC ↗

Q2 2026
Jul 22 Coerente Capital Management

13F-HR · $543.26M reported · 43 holdings listed · SEC ↗

Q2 2026
Jul 22 Wendel SE

13F-HR · $518.92M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 22 Tempus Wealth Planning, LLC

13F-HR · $511.35M reported · 282 holdings listed · SEC ↗

Q2 2026
Jul 22 Herold Advisors, Inc.

13F-HR · $505.95M reported · 273 holdings listed · SEC ↗

Q2 2026
Jul 22 Peddock Capital Advisors, Llc

13F-HR · $500.95M reported · 165 holdings listed · SEC ↗

Q2 2026
Jul 22 Founders Grove Wealth Partners, Llc

13F-HR · $500.87M reported · 184 holdings listed · SEC ↗

Q2 2026
Jul 22 Capital Management Associates, Inc

13F-HR · $497.52M reported · 167 holdings listed · SEC ↗

Q2 2026
Jul 22 Monument Capital Management

13F-HR · $497.18M reported · 262 holdings listed · SEC ↗

Q2 2026
Jul 22 Marathon Capital Management

13F-HR · $493.93M reported · 187 holdings listed · SEC ↗

Q2 2026
Jul 22 Genworth Financial Inc

13F-HR · $486.12M reported · 2 holdings listed · SEC ↗

Q2 2026
Jul 22 Austin Wealth Management, LLC

13F-HR · $473.40M reported · 126 holdings listed · SEC ↗

Q2 2026
Jul 22 Peavine Capital, Llc

13F-HR · $471.58M reported · 9 holdings listed · SEC ↗

Q2 2026
Jul 22 Stokes Capital Advisors, LLC

13F-HR · $466.94M reported · 164 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 22 AllGen Financial Advisors, Inc.

13F-HR · $457.98M reported · 36 holdings listed · SEC ↗

Q2 2026
Jul 22 Legacy Wealth Partners, LLC

13F-HR · $445.26M reported · 189 holdings listed · SEC ↗

Q2 2026
Jul 22 Duncan Williams Asset Management, LLC

13F-HR · $443.61M reported · 172 holdings listed · SEC ↗

Q2 2026
Jul 22 Monarch Capital Management Inc

13F-HR · $436.18M reported · 130 holdings listed · SEC ↗

Q2 2026
Jul 22 Wealth Management Partners, LLC

13F-HR · $425.00M reported · 154 holdings listed · SEC ↗

Q2 2026
Jul 22 Atlatl Advisers LLC

13F-HR · $421.15M reported · 459 holdings listed · SEC ↗

Q2 2026
Jul 22 Revisor Wealth Management LLC

13F-HR · $416.17M reported · 371 holdings listed · SEC ↗

Q2 2026
Jul 22 Colton Groome Financial Advisors, Llc

13F-HR · $413.63M reported · 164 holdings listed · SEC ↗

Q2 2026
Jul 22 McElhenny Sheffield Capital Management, LLC

13F-HR · $403.78M reported · 108 holdings listed · SEC ↗

Q2 2026
Jul 22 Newton One Investments LLC

13F-HR · $397.09M reported · 146 holdings listed · SEC ↗

Q2 2026
Jul 22 Legacy CG, LLC

13F-HR · $390.61M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 22 Central Valley Advisors, Llc

13F-HR · $389.89M reported · 226 holdings listed · 5 other managers included · SEC ↗

Q2 2026
Jul 22 Balance Wealth Partners LLC

13F-HR · $376.00M reported · 165 holdings listed · SEC ↗

Q2 2026
Jul 22 Kooman & Associates

13F-HR · $372.41M reported · 57 holdings listed · SEC ↗

Q2 2026
Jul 22 Indiana Trust & Investment Management Co

13F-HR · $365.88M reported · 480 holdings listed · SEC ↗

Q2 2026
Jul 22 Elevated Financial Group LLC

13F-HR · $364.87M reported · 125 holdings listed · SEC ↗

Q2 2026
Jul 22 Bryant Woods Investment Advisors, LLC

13F-HR · $359.58M reported · 85 holdings listed · SEC ↗

Q2 2026
Jul 22 Pines Wealth Management, LLC

13F-HR · $347.77M reported · 219 holdings listed · SEC ↗

Q2 2026
Jul 22 First Nebraska Trust Co

13F-HR · $347.42M reported · 102 holdings listed · SEC ↗

Q2 2026
Jul 22 Capital Planning LLC

13F-HR · $343.40M reported · 88 holdings listed · SEC ↗

Q2 2026
Jul 22 Western Financial Corp/CA

13F-HR · $341.48M reported · 132 holdings listed · SEC ↗

Q2 2026
Jul 22 Canopy Partners, LLC

13F-HR · $332.43M reported · 256 holdings listed · SEC ↗

Q2 2026
Jul 22 Foundation Wealth Management, LLC\PA

13F-HR · $331.34M reported · 105 holdings listed · SEC ↗

Q2 2026
Jul 22 New Perspectives, Inc

13F-HR · $325.85M reported · 49 holdings listed · SEC ↗

Q2 2026
Jul 22 Bishop & Co Investment Management, LLC

13F-HR · $324.80M reported · 26 holdings listed · SEC ↗

Q2 2026
Jul 22 Wealth Management Resources, Inc.

13F-HR · $324.16M reported · 31 holdings listed · SEC ↗

Q2 2026
Jul 22 First Nebraska Trust Co

13F-HR · $323.43M reported · 89 holdings listed · SEC ↗

Q2 2026
Jul 22 David Kennon Inc

13F-HR · $302.63M reported · 45 holdings listed · SEC ↗

Q2 2026
Jul 22 E Fund Management (Hong Kong) Co., Ltd.

13F-HR · $301.53M reported · 551 holdings listed · SEC ↗

Q2 2026
Jul 22 ACT Advisors, LLC.

13F-HR · $300.81M reported · 84 holdings listed · SEC ↗

Q2 2026
Jul 22 Maltin Wealth Management, Inc.

13F-HR · $299.04M reported · 146 holdings listed · SEC ↗

Q2 2026
Jul 22 Foundry Financial LLC

13F-HR · $296.92M reported · 86 holdings listed · SEC ↗

Q2 2026
Jul 22 Altura Wealth Advisors Inc.

13F-HR · $296.54M reported · 84 holdings listed · SEC ↗

Q2 2026
Jul 22 FIDELIS iM, LLC

13F-HR · $293.20M reported · 27 holdings listed · SEC ↗

Q2 2026
Jul 22 Investors Asset Management Of Georgia Inc /Ga/ /Adv

13F-HR · $287.65M reported · 195 holdings listed · SEC ↗

Q2 2026
Jul 22 Owen LaRue, LLC

13F-HR · $287.57M reported · 141 holdings listed · SEC ↗

Q2 2026
Jul 22 Penney Financial, Llc

13F-HR · $286.05M reported · 53 holdings listed · SEC ↗

Q2 2026
Jul 22 Bluestem Financial Advisors, Llc

13F-HR · $285.53M reported · 34 holdings listed · SEC ↗

Q2 2026
Jul 22 Cresta Advisors, Ltd.

13F-HR · $278.59M reported · 54 holdings listed · SEC ↗

Q2 2026
Jul 22 SFG Wealth Management, LLC.

13F-HR · $278.06M reported · 113 holdings listed · SEC ↗

Q2 2026
Jul 22 Chris Bulman Inc

13F-HR · $273.83M reported · 165 holdings listed · SEC ↗

Q2 2026
Jul 22 Sightline Wealth Advisors, LLC

13F-HR · $273.35M reported · 93 holdings listed · SEC ↗

Q2 2026
Jul 22 Mb, Levis & Associates, Llc

13F-HR · $271.36M reported · 254 holdings listed · SEC ↗

Q2 2026
Jul 22 Financial Guidance Group, Inc.

13F-HR · $267.28M reported · 91 holdings listed · SEC ↗

Q2 2026
Jul 22 IMPACTfolio, LLC

13F-HR · $265.52M reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 22 Heritage Wealth Management, Inc. /CA/

13F-HR · $263.24M reported · 115 holdings listed · SEC ↗

Q2 2026
Jul 22 Fortitude Advisory Group L.L.C.

13F-HR · $261.75M reported · 238 holdings listed · SEC ↗

Q2 2026
Jul 22 Beach Point Capital Management LP

13F-HR · $258.08M reported · 14 holdings listed · SEC ↗

Q2 2026
Jul 22 Beaumont Asset Management, L.L.C.

13F-HR · $257.43M reported · 79 holdings listed · SEC ↗

Q2 2026
Jul 22 My Personal CFO, LLC

13F-HR · $256.18M reported · 91 holdings listed · SEC ↗

Q2 2026
Jul 22 Yoder Wealth Management, Inc.

13F-HR · $255.85M reported · 129 holdings listed · SEC ↗

Q2 2026
Jul 22 State Insurance Fund

13F-HR · $254.85M reported · 1 holdings listed · SEC ↗

Q2 2026
Jul 22 Generali Investments Towarzystwo Funduszy…

13F-HR · $248.98M reported · 151 holdings listed · SEC ↗

Q2 2026
Jul 22 Leicht Financial Planning & Wealth Management, Inc.

13F-HR · $244.07M reported · 16 holdings listed · SEC ↗

Q2 2026
← Previous Page 95 / 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