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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
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +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
IBP Installed Building… -5 −5 12
RYAN Ryan Specialty… -5 −5 14
HAIN -5 −5 12
HTHT H World Group… -5 −5 11
MZTI The Marzetti Company -5 −5 13

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 9,601–9,700 of 9,941 managers that reported this season
One row per manager: these managers filed 10,673 separate documents; advisers may file one 13F per sub-portfolio. A further 262 superseded versions are excluded. Totals combine only live documents.

Jul 09 Fermata Advisors, LLC

$374.17M reported · 220 holdings listed · SEC ↗

Q2 2025
Jul 09 Westmount Partners, LLC

$364.13M reported · 246 holdings listed · SEC ↗

Q2 2025
Jul 09 Channel Wealth Llc

$353.63M reported · 179 holdings listed · SEC ↗

Q2 2025
Jul 09 GSG Advisors LLC

$344.90M reported · 119 holdings listed · SEC ↗

Q2 2025
Jul 09 Eldred Rock Partners, LLC

$329.01M reported · 29 holdings listed · SEC ↗

Q2 2025
Jul 09 PFW Advisors LLC

$325.07M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 09 OLIO Financial Planning

$317.07M reported · 64 holdings listed · SEC ↗

Q2 2025
Jul 09 Sandbox Financial Partners, LLC

$317.03M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 09 Seaside Wealth Management, Inc.

$314.29M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 09 Lifelong Wealth Advisors, Inc.

$301.42M reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 09 Sarver Vrooman Wealth Advisors 2 reports combined

$300.78M reported · 258 holdings listed · SEC ↗

Jul 08–Jul 09
Jul 09 Snow Phipps Group, LLC

$298.50M reported · 2 holdings listed · SEC ↗

Q2 2025
Jul 09 Central Valley Advisors, Llc

$293.75M reported · 162 holdings listed · 4 other managers included · SEC ↗

Q2 2025
Jul 09 Taylor Hoffman Capital Management LLC

$292.58M reported · 119 holdings listed · SEC ↗

Q2 2025
Jul 09 Veracity Capital LLC

$292.24M reported · 242 holdings listed · SEC ↗

Q2 2025
Jul 09 Pines Wealth Management, LLC

$282.68M reported · 229 holdings listed · SEC ↗

Q2 2025
Jul 09 Baron Wealth Management LLC

$282.28M reported · 246 holdings listed · SEC ↗

Q2 2025
Jul 09 WealthCare Investment Partners, LLC

$278.12M reported · 157 holdings listed · SEC ↗

Q2 2025
Jul 09 Roth Financial Partners LLC

$277.41M reported · 31 holdings listed · SEC ↗

Q2 2025
Jul 09 Sandy Cove Advisors, LLC

$276.81M reported · 131 holdings listed · SEC ↗

Q2 2025
Jul 09 Christopher J. Hasenberg, Inc

$269.05M reported · 228 holdings listed · SEC ↗

Q2 2025
Jul 09 Capital Wealth Management, Llc

$268.18M reported · 38 holdings listed · SEC ↗

Q2 2025
Jul 09 Brand Asset Management Group, Inc.

$267.75M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 09 DLK Investment Management, LLC

$264.64M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 09 StrongBox Wealth, LLC

$263.51M reported · 85 holdings listed · SEC ↗

Q2 2025
Jul 09 Westshore Wealth, LLC

$260.67M reported · 96 holdings listed · SEC ↗

Q2 2025
Jul 09 Lincoln Capital Corp

$260.44M reported · 89 holdings listed · SEC ↗

Q2 2025
Jul 09 Presidio Capital Management, LLC

$259.76M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 09 Breakwater Investment Management

$258.48M reported · 310 holdings listed · SEC ↗

Q2 2025
Jul 09 Sunpointe, LLC

$252.01M reported · 236 holdings listed · SEC ↗

Q2 2025
Jul 09 Key Client Fiduciary Advisors, LLC

$247.31M reported · 207 holdings listed · SEC ↗

Q2 2025
Jul 09 Biltmore Wealth Management, LLC

$247.06M reported · 58 holdings listed · SEC ↗

Q2 2025
Jul 09 Searcy Financial Services Inc /Adv

$245.99M reported · 25 holdings listed · SEC ↗

Q2 2025
Jul 09 Act Wealth Management, Llc

$236.71M reported · 57 holdings listed · SEC ↗

Q2 2025
Jul 09 Daily Journal Corp

$235.37M reported · 4 holdings listed · SEC ↗

Q2 2025
Jul 09 Seneca House Advisors

$235.29M reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 09 Towerpoint Wealth, LLC

$225.64M reported · 92 holdings listed · SEC ↗

Q2 2025
Jul 09 Catalyst Private Wealth, Llc

$224.76M reported · 79 holdings listed · SEC ↗

Q2 2025
Jul 09 Bowman & Co S.C.

$224.18M reported · 109 holdings listed · SEC ↗

Q2 2025
Jul 09 First Financial Corp /In/

$223.98M reported · 423 holdings listed · SEC ↗

Q2 2025
Jul 09 Bay Rivers Group

$218.61M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 09 Clarus Wealth Advisors

$216.22M reported · 87 holdings listed · SEC ↗

Q2 2025
Jul 09 Lifestyle Asset Management, Inc.

$214.23M reported · 124 holdings listed · SEC ↗

Q2 2025
Jul 09 Aurelius Family Office LLC

$211.62M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 09 Emprise Bank

$208.35M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 09 Shore Point Advisors, LLC

$208.23M reported · 70 holdings listed · SEC ↗

Q2 2025
Jul 09 Finley Financial, LLC

$198.92M reported · 122 holdings listed · SEC ↗

Q2 2025
Jul 09 Hiley Hunt Wealth Management

$197.95M reported · 43 holdings listed · SEC ↗

Q2 2025
Jul 09 Heritage Family Offices, LLP

$197.77M reported · 181 holdings listed · SEC ↗

Q2 2025
Jul 09 Epiq Partners, Llc

$196.24M reported · 72 holdings listed · SEC ↗

Q2 2025
Jul 09 GEM Asset Management, LLC

$195.26M reported · 101 holdings listed · SEC ↗

Q2 2025
Jul 09 FOCUS Wealth Advisors, LLC

$192.44M reported · 56 holdings listed · SEC ↗

Q2 2025
Jul 09 Westbourne Investments, Inc.

$187.51M reported · 140 holdings listed · SEC ↗

Q2 2025
Jul 09 Werlinich Asset Management, LLC

$183.20M reported · 60 holdings listed · SEC ↗

Q2 2025
Jul 09 Murphy, Middleton, Hinkle & Parker, Inc.

$178.70M reported · 132 holdings listed · SEC ↗

Q2 2025
Jul 09 Lake Hills Wealth Management, LLC

$174.68M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 09 Kearns & Associates LLC

$174.44M reported · 44 holdings listed · SEC ↗

Q2 2025
Jul 09 David J Yvars Group

$170.71M reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 09 Baron Financial Group, LLC

$170.42M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 09 Hardin Capital Partners, LLC

$170.26M reported · 114 holdings listed · SEC ↗

Q2 2025
Jul 09 HFG Wealth Management, LLC

$163.99M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 09 Client First Investment Management LLC

$163.02M reported · 26 holdings listed · SEC ↗

Q2 2025
Jul 09 Sard Wealth Management Group, Llc

$162.24M reported · 48 holdings listed · SEC ↗

Q2 2025
Jul 09 Defined Wealth Management, Llc

$161.66M reported · 106 holdings listed · SEC ↗

Q2 2025
Jul 09 Pps&V Asset Management Consultants, Inc.

$158.59M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 09 Efficient Frontier Advisors LLC

$157.52M reported · 22 holdings listed · SEC ↗

Q2 2025
Jul 09 Byrne Asset Management LLC

$151.01M reported · 543 holdings listed · SEC ↗

Q2 2025
Jul 09 Sterling Manor Financial, LLC

$149.96M reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 09 Silverberg Bernstein Capital Management LLC

$145.84M reported · 67 holdings listed · SEC ↗

Q2 2025
Jul 09 Orser Capital Management, Llc

$140.37M reported · 46 holdings listed · SEC ↗

Q2 2025
Jul 09 Archer Investment Management, LLC

$137.77M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 09 Boyum Wealth Architects Llc

$135.82M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 09 Hummer Financial Advisory Services Inc

$133.13M reported · 114 holdings listed · SEC ↗

Q2 2025
Jul 09 Bruce G. Allen Investments, LLC

$131.91M reported · 1,079 holdings listed · SEC ↗

Q2 2025
Jul 09 St. Louis Financial Planners Asset Management, LLC

$131.16M reported · 35 holdings listed · SEC ↗

Q2 2025
Jul 09 Leibman Financial Services, Inc.

$130.07M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 09 Blodgett Wealth Advisors, Llc

$127.63M reported · 61 holdings listed · SEC ↗

Q2 2025
Jul 09 Exchange Bank

$126.35M reported · 193 holdings listed · SEC ↗

Q2 2025
Jul 09 LifePlan Financial, LLC

$120.67M reported · 89 holdings listed · SEC ↗

Q2 2025
Jul 09 Burr Financial Services, Llc

$118.88M reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 09 Bulwark Capital Corp

$118.73M reported · 95 holdings listed · SEC ↗

Q2 2025
Jul 09 Mfg Wealth Management, Inc.

$118.71M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 09 Camelot Technology Advisors, Inc.

$117.37M reported · 51 holdings listed · SEC ↗

Q2 2025
Jul 09 Reyes Financial Architecture, Inc.

$115.97M reported · 282 holdings listed · SEC ↗

Q2 2025
Jul 09 Summit Financial Consulting LLC

$111.28M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 09 Fjell Capital, LLC

$107.86M reported · 53 holdings listed · SEC ↗

Q2 2025
Jul 09 Post Resch Tallon Group Inc.

$103.79M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 09 Systrade AG

$88.30M reported · 13 holdings listed · SEC ↗

Q2 2025
Jul 09 Navigation Wealth Management, Inc.

$67.91M reported · 24 holdings listed · SEC ↗

Q2 2025
Jul 09 Crocodile Capital Partners GmbH

$59.54M reported · 11 holdings listed · SEC ↗

Q2 2025
Jul 09 Connective Portfolio Management, LLC

$46.69M reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 09 Bank of New Hampshire

$42.06M reported · 21,327 holdings listed · SEC ↗

Q2 2025
Jul 09 Old Republic International Corp

$2.55M reported · 55 holdings listed · SEC ↗

Q2 2025
Jul 09 Harbor Capital Advisors, Inc.

$2.38M reported · 1,387 holdings listed · SEC ↗

Q2 2025
Jul 09 Radnor Capital Management, LLC

$626,807 reported · 319 holdings listed · SEC ↗

Q2 2025
Jul 09 Wolff Financial Management LLC

$387,141 reported · 98 holdings listed · SEC ↗

Q2 2025
Jul 09 Norman Fields, Gottscho Capital Management, LLC

$302,220 reported · 64 holdings listed · SEC ↗

Q2 2025
Jul 09 New England Research & Management, Inc.

$210,518 reported · 147 holdings listed · SEC ↗

Q2 2025
Jul 09 Svenska Handelsbanken AB (publ)

$106,010 reported · 8 holdings listed · SEC ↗

Q2 2025
Jul 09 Alken Asset Management Ltd

$56,997 reported · 36 holdings listed · SEC ↗

Q2 2025
← Previous Page 97 / 100 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