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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
RNA +64 +64 65
MDA MDA Space Ltd +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 9,601–9,700 of 10,949 individual filing documents

Apr 17 Presilium Private Wealth, Llc

13F-HR · $567.24M reported · 75 holdings listed · SEC ↗

Q1 2026
Apr 17 Amarillo National Bank

13F-HR · $566.20M reported · 143 holdings listed · SEC ↗

Q1 2026
Apr 17 LMG Wealth Partners, LLC

13F-HR · $548.74M reported · 154 holdings listed · SEC ↗

Q1 2026
Apr 17 Kirr Marbach & Co Llc /In/

13F-HR · $548.73M reported · 57 holdings listed · SEC ↗

Q1 2026
Apr 17 Bellecapital International Ltd.

13F-HR · $538.39M reported · 116 holdings listed · SEC ↗

Q1 2026
Apr 17 Coerente Capital Management

13F-HR · $537.38M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 17 Gibson Capital, LLC

13F-HR · $537.25M reported · 132 holdings listed · SEC ↗

Q1 2026
Apr 17 Baker Chad R

13F-HR · $530.15M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 17 Independent Investors Inc

13F-HR · $503.58M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 17 BCS Wealth Management

13F-HR · $489.95M reported · 248 holdings listed · SEC ↗

Q1 2026
Apr 17 Verde Capital Management

13F-HR · $467.65M reported · 69 holdings listed · SEC ↗

Q1 2026
Apr 17 Weaver Capital Management LLC

13F-HR · $460.96M reported · 174 holdings listed · SEC ↗

Q1 2026
Apr 17 Blankinship & Foster, LLC

13F-HR · $452.30M reported · 75 holdings listed · SEC ↗

Q1 2026
Apr 17 Essex Bank

13F-HR · $452.05M reported · 553 holdings listed · SEC ↗

Q1 2026
Apr 17 Prentice Wealth Management LLC

13F-HR · $443.17M reported · 117 holdings listed · SEC ↗

Q1 2026
Apr 17 Stewardship Advisors, LLC

13F-HR · $435.25M reported · 168 holdings listed · SEC ↗

Q1 2026
Apr 17 WealthBridge Capital Management, LLC

13F-HR · $434.15M reported · 221 holdings listed · SEC ↗

Q1 2026
Apr 17 High Net Worth Advisory Group LLC

13F-HR · $428.77M reported · 244 holdings listed · SEC ↗

Q1 2026
Apr 17 Brave Asset Management Inc

13F-HR · $426.72M reported · 161 holdings listed · SEC ↗

Q1 2026
Apr 17 Total Clarity Wealth Management, Inc.

13F-HR · $425.75M reported · 311 holdings listed · SEC ↗

Q1 2026
Apr 17 Outlook Wealth Advisors, LLC

13F-HR · $413.12M reported · 310 holdings listed · SEC ↗

Q1 2026
Apr 17 Legacy Wealth Partners, LLC

13F-HR · $398.92M reported · 176 holdings listed · SEC ↗

Q1 2026
Apr 17 Mezzasalma Advisors, LLC

13F-HR · $391.36M reported · 155 holdings listed · SEC ↗

Q1 2026
Apr 17 55 North Private Wealth, LLC

13F-HR · $390.60M reported · 210 holdings listed · SEC ↗

Q1 2026
Apr 17 Capital Wealth Management, Llc

13F-HR · $369.61M reported · 34 holdings listed · SEC ↗

Q1 2026
Apr 17 First National Bank Sioux Falls

13F-HR · $365.53M reported · 178 holdings listed · SEC ↗

Q1 2026
Apr 17 Steph & Co

13F-HR · $350.54M reported · 301 holdings listed · SEC ↗

Q1 2026
Apr 17 Wealth Management Partners, LLC

13F-HR · $349.87M reported · 147 holdings listed · SEC ↗

Q1 2026
Apr 17 Cornell Pochily Investment Advisors, Inc.

13F-HR · $340.45M reported · 174 holdings listed · SEC ↗

Q1 2026
Apr 17 Sara-Bay Financial

13F-HR · $332.53M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 17 Atlas Brown,Inc.

13F-HR · $332.17M reported · 339 holdings listed · SEC ↗

Q1 2026
Apr 17 Provident Wealth Management, LLC

13F-HR · $330.59M reported · 134 holdings listed · SEC ↗

Q1 2026
Apr 17 Anchyra Partners Llc

13F-HR · $329.52M reported · 275 holdings listed · SEC ↗

Q1 2026
Apr 17 Watershed Private Wealth Llc

13F-HR · $320.69M reported · 111 holdings listed · SEC ↗

Q1 2026
Apr 17 Hamilton Capital Partners, Llc

13F-HR · $320.38M reported · 30 holdings listed · SEC ↗

Q1 2026
Apr 17 Arkfeld Wealth Strategies, L.L.C.

13F-HR · $316.19M reported · 115 holdings listed · SEC ↗

Q1 2026
Apr 17 Investment Advisory Services Inc /Tx /Adv

13F-HR · $314.48M reported · 130 holdings listed · SEC ↗

Q1 2026
Apr 17 Nova R Wealth, Inc.

13F-HR · $313.41M reported · 90 holdings listed · SEC ↗

Q1 2026
Apr 17 Cora Capital Advisors Llc

13F-HR · $302.05M reported · 134 holdings listed · SEC ↗

Q1 2026
Apr 17 Greenbush Financial Group, LLC

13F-HR · $302.03M reported · 36 holdings listed · SEC ↗

Q1 2026
Apr 17 Morris Financial Concepts, Inc.

13F-HR · $294.56M reported · 195 holdings listed · SEC ↗

Q1 2026
Apr 17 First Citizens Asset Management, Inc.

13F-HR · $282.06M reported · 28 holdings listed · SEC ↗

Q1 2026
Apr 17 Richards, Merrill & Peterson, Inc.

13F-HR · $272.60M reported · 283 holdings listed · SEC ↗

Q1 2026
Apr 17 Trinity Wealth Management, LLC

13F-HR · $272.35M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 17 Bourne Lent Asset Management Inc

13F-HR · $272.04M reported · 63 holdings listed · SEC ↗

Q1 2026
Apr 17 Worth Asset Management, LLC

13F-HR · $268.23M reported · 547 holdings listed · SEC ↗

Q1 2026
Apr 17 Tencap Wealth Coaching, LLC

13F-HR · $265.70M reported · 7 holdings listed · SEC ↗

Q1 2026
Apr 17 Vermillion Wealth Management, Inc.

13F-HR · $254.76M reported · 1,563 holdings listed · SEC ↗

Q1 2026
Apr 17 FFG Partners, LLC

13F-HR · $252.70M reported · 36 holdings listed · SEC ↗

Q1 2026
Apr 17 Stonehearth Capital Management, LLC

13F-HR · $252.47M reported · 96 holdings listed · SEC ↗

Q1 2026
Apr 17 Ballentine Capital Advisors, Inc

13F-HR · $241.56M reported · 27 holdings listed · SEC ↗

Q1 2026
Apr 17 Sherborne Investors Management LP

13F-HR · $240.90M reported · 1 holdings listed · 3 other managers included · SEC ↗

Q1 2026
Apr 17 Forefront Wealth Partners, LLC

13F-HR · $238.92M reported · 162 holdings listed · SEC ↗

Q1 2026
Apr 17 Integrated Capital Management, LLC

13F-HR · $237.10M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 17 Union Savings Bank

13F-HR · $228.12M reported · 408 holdings listed · SEC ↗

Q1 2026
Apr 17 Robbins Farley

13F-HR · $225.92M reported · 143 holdings listed · SEC ↗

Q1 2026
Apr 17 Sterneck Capital Management, LLC

13F-HR · $222.70M reported · 116 holdings listed · SEC ↗

Q1 2026
Apr 17 Old North State Wealth Management, LLC

13F-HR · $216.17M reported · 112 holdings listed · SEC ↗

Q1 2026
Apr 17 Viewpoint Capital Management LLC

13F-HR · $214.00M reported · 135 holdings listed · SEC ↗

Q1 2026
Apr 17 Visionary Horizons, Llc

13F-HR · $203.01M reported · 128 holdings listed · SEC ↗

Q1 2026
Apr 17 Agp Franklin, Llc

13F-HR · $200.21M reported · 93 holdings listed · SEC ↗

Q1 2026
Apr 17 Swp Financial Llc

13F-HR · $196.09M reported · 71 holdings listed · SEC ↗

Q1 2026
Apr 17 Values First Advisors, Inc.

13F-HR · $191.92M reported · 360 holdings listed · SEC ↗

Q1 2026
Apr 17 Kentucky Trust Co

13F-HR · $190.78M reported · 311 holdings listed · SEC ↗

Q1 2026
Apr 17 First City Capital Management, Inc.

13F-HR · $188.67M reported · 160 holdings listed · SEC ↗

Q1 2026
Apr 17 Kure Advisory, LLC

13F-HR · $183.63M reported · 56 holdings listed · SEC ↗

Q1 2026
Apr 17 Paragon Financial Partners, Inc.

13F-HR · $176.59M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 17 Braeburn Wealth Management LLC

13F-HR · $174.95M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 17 Kaufman Rossin Wealth, LLC

13F-HR · $174.47M reported · 98 holdings listed · SEC ↗

Q1 2026
Apr 17 Forbes Financial Planning, Inc.

13F-HR · $173.09M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 17 Marathon Mission, Inc.

13F-HR · $171.78M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 17 Birch Financial Group, Llc

13F-HR · $171.19M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 17 Defined Wealth Management, Llc

13F-HR · $170.74M reported · 109 holdings listed · SEC ↗

Q1 2026
Apr 17 McHugh Group, LLC

13F-HR · $168.96M reported · 82 holdings listed · SEC ↗

Q1 2026
Apr 17 Income Research & Management

13F-HR · $168.61M reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 17 ZynergyRetirementPlanningLLC

13F-HR · $165.35M reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 17 Five Pine Wealth Management

13F-HR · $160.85M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 17 Phil A. Younker & Associates, Ltd.

13F-HR · $149.96M reported · 36 holdings listed · SEC ↗

Q1 2026
Apr 17 Community Bank of Raymore

13F-HR · $149.34M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 17 Rainier Family Wealth Inc

13F-HR · $149.08M reported · 93 holdings listed · SEC ↗

Q1 2026
Apr 17 Mainstream Capital Management LLC

13F-HR · $149.06M reported · 88 holdings listed · SEC ↗

Q1 2026
Apr 17 Nautilus Advisors LLC

13F-HR · $145.83M reported · 162 holdings listed · SEC ↗

Q1 2026
Apr 17 Aspire Growth Partners LLC

13F-HR · $145.74M reported · 121 holdings listed · SEC ↗

Q1 2026
Apr 17 Cottonwood Capital Advisors, Llc

13F-HR · $141.80M reported · 86 holdings listed · SEC ↗

Q1 2026
Apr 17 PSP Research LLC

13F-HR · $141.33M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 17 PMG Wealth Management, Inc.

13F-HR · $138.66M reported · 59 holdings listed · SEC ↗

Q1 2026
Apr 17 Demming Financial Services Corp /Adv

13F-HR · $137.76M reported · 37 holdings listed · SEC ↗

Q1 2026
Apr 17 Murphy & Mullick Capital Management Corp

13F-HR · $135.15M reported · 726 holdings listed · SEC ↗

Q1 2026
Apr 17 Willner & Heller, Llc

13F-HR · $134.18M reported · 161 holdings listed · SEC ↗

Q1 2026
Apr 17 BAM Wealth Management, LLC

13F-HR · $133.72M reported · 251 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 17 Harbour Wealth Management Group, Inc.

13F-HR · $132.82M reported · 89 holdings listed · SEC ↗

Q1 2026
Apr 17 Athena Wealth Management, LLC

13F-HR · $122.25M reported · 106 holdings listed · SEC ↗

Q1 2026
Apr 17 Stonebridge Financial Group, LLC / MO

13F-HR · $118.61M reported · 165 holdings listed · SEC ↗

Q1 2026
Apr 17 Paragon Capital Management Inc

13F-HR · $118.05M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 17 Andina Capital Management, LLC

13F-HR · $113.06M reported · 119 holdings listed · SEC ↗

Q1 2026
Apr 17 New Covenant Trust Company, N.A.

13F-HR · $112.04M reported · 96 holdings listed · SEC ↗

Q1 2026
Apr 17 Kennebec Savings Bank

13F-HR · $111.39M reported · 249 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 17 Roxbury Financial LLC

13F-HR · $111.21M reported · 392 holdings listed · SEC ↗

Q1 2026
Apr 17 Stonebridge Wealth Management, LLC

13F-HR · $104.34M reported · 36 holdings listed · SEC ↗

Q1 2026
Apr 17 Western Pacific Wealth Management, LP

13F-HR · $98.35M reported · 197 holdings listed · SEC ↗

Q1 2026
← Previous Page 97 / 110 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