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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
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +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
JD JD.com, Inc. -5 −6 17
VSTS Vestis Corporation -5 −6 14
IIIV i3 Verticals, Inc. -5 −5 9
RYAN Ryan Specialty… -5 −5 14
MZTI The Marzetti Company -5 −5 13
IBP Installed Building… -5 −5 12
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 9,501–9,600 of 10,673 individual filing documents

Jul 16 Kennedy Investment Group, Inc.

13F-HR · $235.41M reported · 136 holdings listed · SEC ↗

Q2 2025
Jul 16 Owen LaRue, LLC

13F-HR · $235.18M reported · 104 holdings listed · SEC ↗

Q2 2025
Jul 16 Five Oceans Advisors

13F-HR · $234.41M reported · 190 holdings listed · SEC ↗

Q2 2025
Jul 16 MBE Wealth Management, LLC

13F-HR · $229.98M reported · 135 holdings listed · SEC ↗

Q2 2025
Jul 16 Register Financial Advisors LLC

13F-HR · $229.02M reported · 335 holdings listed · SEC ↗

Q2 2025
Jul 16 Alkeme Wealth, Llc

13F-HR · $224.66M reported · 91 holdings listed · SEC ↗

Q2 2025
Jul 16 Eastover Investment Advisors LLC

13F-HR · $222.99M reported · 44 holdings listed · SEC ↗

Q2 2025
Jul 16 Motive Wealth Advisors

13F-HR · $219.63M reported · 87 holdings listed · SEC ↗

Q2 2025
Jul 16 Moneywise, Inc.

13F-HR · $213.28M reported · 74 holdings listed · SEC ↗

Q2 2025
Jul 16 Ironwood Wealth Management, Inc.

13F-HR · $211.71M reported · 22 holdings listed · SEC ↗

Q2 2025
Jul 16 Lloyd Advisory Services, LLC.

13F-HR · $206.95M reported · 99 holdings listed · SEC ↗

Q2 2025
Jul 16 Cresta Advisors, Ltd.

13F-HR · $205.16M reported · 47 holdings listed · SEC ↗

Q2 2025
Jul 16 Patron Partners, Llc

13F-HR · $202.02M reported · 174 holdings listed · SEC ↗

Q2 2025
Jul 16 Marmo Financial Group, LLC

13F-HR · $200.78M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 16 PFS Partners, LLC

13F-HR · $198.54M reported · 506 holdings listed · SEC ↗

Q2 2025
Jul 16 Southern Capital Advisors, Llc

13F-HR · $195.51M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 16 GoalFusion Wealth Management, LLC

13F-HR · $194.59M reported · 28 holdings listed · SEC ↗

Q2 2025
Jul 16 Old North State Wealth Management, LLC

13F-HR · $191.92M reported · 120 holdings listed · SEC ↗

Q2 2025
Jul 16 FCG Investment Co

13F-HR · $191.67M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 16 Blue Oak Capital, LLC

13F-HR · $190.30M reported · 67 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 16 Traveka Wealth, LLC

13F-HR · $188.78M reported · 139 holdings listed · SEC ↗

Q2 2025
Jul 16 One Plus One Wealth Management, Llc

13F-HR · $183.48M reported · 91 holdings listed · SEC ↗

Q2 2025
Jul 16 Tenret Co LLC

13F-HR · $183.28M reported · 36 holdings listed · SEC ↗

Q2 2025
Jul 16 Global Wealth Management, LLC

13F-HR · $182.35M reported · 32 holdings listed · SEC ↗

Q2 2025
Jul 16 Bright Financial Advisors, Inc.

13F-HR · $180.21M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 16 Kennicott Capital Management Llc

13F-HR · $175.35M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 16 Sylvest Advisors, LLC

13F-HR · $173.60M reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 16 Flower City Capital

13F-HR · $169.58M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 16 Signature Resources Capital Management, LLC

13F-HR · $164.55M reported · 535 holdings listed · SEC ↗

Q2 2025
Jul 16 Kingsman Wealth Management, Inc.

13F-HR · $160.50M reported · 63 holdings listed · SEC ↗

Q2 2025
Jul 16 Castleview Partners, LLC

13F-HR · $155.62M reported · 172 holdings listed · SEC ↗

Q2 2025
Jul 16 Swisher Financial Concepts, Inc.

13F-HR · $154.91M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 16 Meridian Financial Advisors, LLC

13F-HR · $154.54M reported · 127 holdings listed · SEC ↗

Q2 2025
Jul 16 BankPlus Wealth Management LLC

13F-HR · $150.71M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 16 Legend Financial Advisors, Inc.

13F-HR · $150.52M reported · 171 holdings listed · SEC ↗

Q2 2025
Jul 16 Cox Capital Mgt LLC

13F-HR · $146.64M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 16 Tru Independence Asset Management 2, Llc

13F-HR · $146.11M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 16 Vestia Personal Wealth Advisors

13F-HR · $145.98M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 16 Investment Partners Asset Management, Inc.

13F-HR · $143.74M reported · 156 holdings listed · SEC ↗

Q2 2025
Jul 16 TOWER TRUST & INVESTMENT Co

13F-HR · $140.70M reported · 194 holdings listed · SEC ↗

Q2 2025
Jul 16 MontVue Capital Management, Inc.

13F-HR · $140.46M reported · 65 holdings listed · SEC ↗

Q2 2025
Jul 16 William Marsh Rice University

13F-HR · $140.42M reported · 2 holdings listed · SEC ↗

Q2 2025
Jul 16 Diamant Asset Management, Inc.

13F-HR · $131.30M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 16 Tassel Capital Management, Inc.

13F-HR · $130.21M reported · 34 holdings listed · SEC ↗

Q2 2025
Jul 16 Littlejohn Financial Services, Inc.

13F-HR · $129.41M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 16 Processus Wealth & Capital Management, LLC

13F-HR · $126.57M reported · 33 holdings listed · SEC ↗

Q2 2025
Jul 16 KOM Wealth Management Group, LLC

13F-HR · $126.17M reported · 85 holdings listed · SEC ↗

Q2 2025
Jul 16 Instrumental Wealth, Llc

13F-HR · $125.77M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 16 Fortune Financial Advisors, LLC

13F-HR · $124.31M reported · 95 holdings listed · SEC ↗

Q2 2025
Jul 16 US Asset Management LLC

13F-HR · $115.36M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 16 Morangie Management LLC

13F-HR · $115.36M reported · 34 holdings listed · SEC ↗

Q2 2025
Jul 16 Arlington Capital Management, Inc.

13F-HR · $115.09M reported · 80 holdings listed · SEC ↗

Q2 2025
Jul 16 Ascent Capital Management, LLC

13F-HR · $112.63M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 16 Freestate Advisors LLC

13F-HR · $111.99M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 16 Crowley Wealth Management, Inc.

13F-HR · $109.87M reported · 403 holdings listed · SEC ↗

Q2 2025
Jul 16 Smith Asset Management Co., LLC

13F-HR · $102.68M reported · 66 holdings listed · SEC ↗

Q2 2025
Jul 16 Phil A. Younker & Associates, Ltd.

13F-HR · $101.44M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 16 Rainier Family Wealth Inc

13F-HR · $100.09M reported · 77 holdings listed · SEC ↗

Q2 2025
Jul 16 Signal Tree Financial Partners Llc

13F-HR · $99.73M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 16 Piar Llc

13F-HR · $89.59M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 16 Signal Tree Financial Partners Llc

13F-HR · $85.20M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 16 MJT & Associates Financial Advisory Group, Inc.

13F-HR · $80.09M reported · 472 holdings listed · SEC ↗

Q2 2025
Jul 16 Holland Advisory Services, Inc.

13F-HR · $68.47M reported · 42 holdings listed · SEC ↗

Q2 2025
Jul 16 ABS Direct Equity Fund LLC

13F-HR · $62.89M reported · 33 holdings listed · SEC ↗

Q2 2025
Jul 16 Northwestern University

13F-HR · $56.44M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 16 Bestgate Wealth Advisors, LLC

13F-HR · $48.25M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 16 Ridgemont Partners Management, LLC

13F-HR · $46.89M reported · 1 holdings listed · SEC ↗

Q2 2025
Jul 16 John W. Brooker & Co., CPAs

13F-HR · $42.67M reported · 36 holdings listed · SEC ↗

Q2 2025
Jul 16 Cabana Llc

13F-HR · $17.44M reported · 15 holdings listed · SEC ↗

Q2 2025
Jul 16 State of Alaska, Department of Revenue

13F-HR · $9.35M reported · 2,735 holdings listed · SEC ↗

Q2 2025
Jul 16 CX Institutional

13F-HR/A · $2.87M reported · 1,213 holdings listed · SEC ↗

Q2 2025
Jul 16 Taiyo Life Insurance Co

13F-HR · $1.07M reported · 9 holdings listed · SEC ↗

Q2 2025
Jul 16 Advisors Management Group Inc /Adv

13F-HR · $531,157 reported · 150 holdings listed · SEC ↗

Q2 2025
Jul 16 Valicenti Advisory Services Inc

13F-HR · $428,061 reported · 73 holdings listed · SEC ↗

Q2 2025
Jul 16 Ayalon Insurance Comp Ltd.

13F-HR · $346,434 reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 16 Aquamarine Zurich AG

13F-HR · $309,842 reported · 14 holdings listed · SEC ↗

Q2 2025
Jul 16 Asset Allocation & Management Company, LLC

13F-HR · $216,055 reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 16 A. D. Beadell Investment Counsel, Inc.

13F-HR · $131,209 reported · 89 holdings listed · SEC ↗

Q2 2025
Jul 16 Investmentaktiengesellschaft Fuer Langfristige…

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

Q2 2025
Jul 16 Harrison Street Private Wealth LLC

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

Q2 2025
Jul 16 Guggenheim Funds Distributors, Llc

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

Q2 2025
Jul 15 Public Employees Retirement System Of Ohio

13F-HR · $29.70B reported · 2,357 holdings listed · SEC ↗

Q2 2025
Jul 15 Fifth Third Bancorp

13F-HR · $28.93B reported · 2,558 holdings listed · 1 other managers included · analysis · SEC ↗

Q2 2025
Jul 15 JARISLOWSKY, FRASER Ltd

13F-HR · $17.50B reported · 188 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 15 Mather Group, Llc.

13F-HR · $9.36B reported · 611 holdings listed · SEC ↗

Q2 2025
Jul 15 Compagnie Lombard Odier SCmA

13F-HR · $7.59B reported · 618 holdings listed · 2 other managers included · SEC ↗

Q2 2025
Jul 15 Ballentine Partners, LLC

13F-HR · $6.64B reported · 2,278 holdings listed · 9 other managers included · SEC ↗

Q2 2025
Jul 15 Riverbridge Partners Llc

13F-HR · $6.22B reported · 185 holdings listed · SEC ↗

Q2 2025
Jul 15 Td Private Client Wealth Llc

13F-HR · $4.07B reported · 1,404 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 15 Hyperion Asset Management Ltd

13F-HR · $3.17B reported · 18 holdings listed · SEC ↗

Q2 2025
Jul 15 Yarbrough Capital, LLC

13F-HR · $2.80B reported · 152 holdings listed · SEC ↗

Q2 2025
Jul 15 Covea Finance

13F-HR · $2.69B reported · 119 holdings listed · SEC ↗

Q2 2025
Jul 15 Maseco Llp

13F-HR · $2.63B reported · 509 holdings listed · SEC ↗

Q2 2025
Jul 15 Beacon Investment Advisory Services, Inc.

13F-HR · $2.27B reported · 250 holdings listed · SEC ↗

Q2 2025
Jul 15 McAdam, LLC

13F-HR · $1.83B reported · 376 holdings listed · SEC ↗

Q2 2025
Jul 15 Graypoint LLC

13F-HR · $1.78B reported · 526 holdings listed · SEC ↗

Q2 2025
Jul 15 Evanson Asset Management, LLC

13F-HR · $1.61B reported · 325 holdings listed · SEC ↗

Q2 2025
Jul 15 MCF Advisors LLC

13F-HR · $1.51B reported · 925 holdings listed · SEC ↗

Q2 2025
Jul 15 Foster Victor Wealth Advisors, LLC

13F-HR · $1.48B reported · 203 holdings listed · SEC ↗

Q2 2025
Jul 15 Patriot Investment Management Group, Inc.

13F-HR · $1.44B reported · 244 holdings listed · SEC ↗

Q2 2025
← Previous Page 96 / 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