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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

8,909 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 9,601–9,700 of 11,582 individual filing documents

Jul 22 North Growth Management Ltd.

13F-HR · $780,235 reported · 48 holdings listed · SEC ↗

Q2 2026
Jul 22 Trust Co of Kansas

13F-HR · $194,954 reported · 59 holdings listed · SEC ↗

Q2 2026
Jul 22 Aurora Private Wealth, Inc.

13F-HR · $157,578 reported · 177 holdings listed · SEC ↗

Q2 2026
Jul 22 Lesa Sroufe & Co

13F-HR · $140,214 reported · 68 holdings listed · SEC ↗

Q2 2026
Jul 22 Lakehouse Capital Pty Ltd

13F-HR · $90,465 reported · 12 holdings listed · SEC ↗

Q2 2026
Jul 22 Altos Ventures Management, Inc.

13F-HR · value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2026
Jul 22 El Puerto de Liverpool, S.A.B. de C.V.

13F-HR · value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2026
Jul 22 Newfound Research LLC

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

Q2 2026
Jul 22 Hang Seng Investment Management Ltd

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

Q2 2026
Jul 22 Lee Bank

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

Q2 2026
Jul 22 Mirae Asset Global Investments (Hong Kong) LTD

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

Q2 2026
Jul 22 Mirae Asset Global Investments (USA) Inc.

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

Q2 2026
Jul 22 Mirae Asset Global Investments (USA) LLC

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

Q2 2026
Jul 22 Brighthouse Investment Advisers, LLC

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

Q2 2026
Jul 22 WFG Capital Advisors LLC

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

Q2 2026
Jul 21 Robeco Institutional Asset Management B.V.

13F-HR · $81.42B reported · 837 holdings listed · 2 other managers included · largest holding: NVDA · analysis · SEC ↗

Q2 2026
Jul 21 IFM Investors Pty Ltd

13F-HR · $15.11B reported · 641 holdings listed · SEC ↗

Q2 2026
Jul 21 Factory Mutual Insurance Co

13F-HR · $10.64B reported · 205 holdings listed · SEC ↗

Q2 2026
Jul 21 Greenleaf Trust

13F-HR · $10.39B reported · 1,427 holdings listed · SEC ↗

Q2 2026
Jul 21 Egerton Capital (UK) LLP

13F-HR · $10.35B reported · 23 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 21 Blue Trust, Inc.

13F-HR · $9.54B reported · 3,745 holdings listed · SEC ↗

Q2 2026
Jul 21 Montrusco Bolton Investments Inc.

13F-HR · $6.46B reported · 80 holdings listed · SEC ↗

Q2 2026
Jul 21 J.W. Cole Advisors, Inc.

13F-HR · $5.83B reported · 1,592 holdings listed · SEC ↗

Q2 2026
Jul 21 Millburn Ridgefield LLC /DE/

13F-HR · $5.28B reported · 39 holdings listed · SEC ↗

Q2 2026
Jul 21 Summitry Llc

13F-HR · $3.04B reported · 340 holdings listed · SEC ↗

Q2 2026
Jul 21 St Germain D J Co Inc

13F-HR · $2.78B reported · 914 holdings listed · SEC ↗

Q2 2026
Jul 21 Leavell Investment Management, Inc.

13F-HR · $2.74B reported · 634 holdings listed · SEC ↗

Q2 2026
Jul 21 Birch Hill Investment Advisors LLC

13F-HR · $2.47B reported · 211 holdings listed · SEC ↗

Q2 2026
Jul 21 Davidson Investment Advisors

13F-HR · $2.45B reported · 123 holdings listed · SEC ↗

Q2 2026
Jul 21 Accredited Investors Inc.

13F-HR · $2.31B reported · 299 holdings listed · SEC ↗

Q2 2026
Jul 21 Halbert Hargrove Global Advisors, Llc

13F-HR · $2.31B reported · 735 holdings listed · SEC ↗

Q2 2026
Jul 21 Highland Capital Management, Llc

13F-HR · $2.17B reported · 413 holdings listed · SEC ↗

Q2 2026
Jul 21 Cyndeo Wealth Partners, LLC

13F-HR · $2.12B reported · 517 holdings listed · SEC ↗

Q2 2026
Jul 21 Investment House Llc

13F-HR · $1.92B reported · 221 holdings listed · SEC ↗

Q2 2026
Jul 21 Legacy Private Trust Co.

13F-HR · $1.81B reported · 382 holdings listed · SEC ↗

Q2 2026
Jul 21 Sage Financial Group Inc

13F-HR · $1.81B reported · 110 holdings listed · SEC ↗

Q2 2026
Jul 21 Oak Ridge Investments Llc

13F-HR · $1.77B reported · 170 holdings listed · SEC ↗

Q2 2026
Jul 21 Ami Asset Management Corp

13F-HR · $1.74B reported · 99 holdings listed · SEC ↗

Q2 2026
Jul 21 Lee Danner & Bass Inc

13F-HR · $1.73B reported · 250 holdings listed · SEC ↗

Q2 2026
Jul 21 Norris Perne & French Llp/Mi

13F-HR · $1.71B reported · 147 holdings listed · SEC ↗

Q2 2026
Jul 21 Boston Common Asset Management, LLC

13F-HR · $1.69B reported · 186 holdings listed · SEC ↗

Q2 2026
Jul 21 Morningstar Investment Management LLC

13F-HR · $1.62B reported · 317 holdings listed · SEC ↗

Q2 2026
Jul 21 Schaper Benz & Wise Investment Counsel Inc/Wi

13F-HR · $1.50B reported · 160 holdings listed · SEC ↗

Q2 2026
Jul 21 Lanark Financial, Inc.

13F-HR · $1.48B reported · 2,420 holdings listed · SEC ↗

Q2 2026
Jul 21 Campbell Newman Asset Management Inc

13F-HR · $1.35B reported · 99 holdings listed · SEC ↗

Q2 2026
Jul 21 Verus Financial Partners, Inc.

13F-HR · $1.17B reported · 127 holdings listed · SEC ↗

Q2 2026
Jul 21 Discipline Wealth Solutions, LLC

13F-HR · $1.15B reported · 197 holdings listed · SEC ↗

Q2 2026
Jul 21 Rodgers & Associates, LTD

13F-HR · $1.10B reported · 108 holdings listed · SEC ↗

Q2 2026
Jul 21 Center for Financial Planning, Inc.

13F-HR · $1.07B reported · 669 holdings listed · SEC ↗

Q2 2026
Jul 21 Oak Thistle LLC

13F-HR · $1.03B reported · 466 holdings listed · SEC ↗

Q2 2026
Jul 21 Absolute Investment Advisers, Llc

13F-HR · $1.03B reported · 112 holdings listed · SEC ↗

Q2 2026
Jul 21 Eagle Strategies LLC

13F-HR · $1.01B reported · 273 holdings listed · SEC ↗

Q2 2026
Jul 21 Novem Group

13F-HR · $987.93M reported · 920 holdings listed · 6 other managers included · SEC ↗

Q2 2026
Jul 21 Foguth Wealth Management, LLC.

13F-HR · $878.92M reported · 213 holdings listed · SEC ↗

Q2 2026
Jul 21 Scarborough Advisors, LLC

13F-HR · $870.88M reported · 147 holdings listed · SEC ↗

Q2 2026
Jul 21 Premier Path Wealth Partners, LLC

13F-HR · $869.57M reported · 400 holdings listed · SEC ↗

Q2 2026
Jul 21 Foundation Resource Management Inc

13F-HR · $859.74M reported · 56 holdings listed · SEC ↗

Q2 2026
Jul 21 Unique Wealth, Llc

13F-HR · $858.10M reported · 201 holdings listed · SEC ↗

Q2 2026
Jul 21 McGlone Suttner Wealth Management, Inc.

13F-HR · $852.42M reported · 196 holdings listed · SEC ↗

Q2 2026
Jul 21 Cardinal Capital Management

13F-HR · $826.31M reported · 138 holdings listed · SEC ↗

Q2 2026
Jul 21 Orange Investment Advisors, Inc.

13F-HR · $823.02M reported · 143 holdings listed · SEC ↗

Q2 2026
Jul 21 Laffer Tengler Investments, Inc.

13F-HR · $781.55M reported · 179 holdings listed · SEC ↗

Q2 2026
Jul 21 Human Investing LLC

13F-HR/A · $771.11M reported · 137 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 21 Matauro, Llc

13F-HR · $756.40M reported · 158 holdings listed · SEC ↗

Q2 2026
Jul 21 Triasima Portfolio Management inc.

13F-HR · $740.35M reported · 127 holdings listed · SEC ↗

Q2 2026
Jul 21 LS Investment Advisors, LLC

13F-HR · $737.85M reported · 127 holdings listed · SEC ↗

Q2 2026
Jul 21 Jackson Square Capital, Llc

13F-HR · $718.99M reported · 138 holdings listed · SEC ↗

Q2 2026
Jul 21 Optas, LLC

13F-HR · $713.71M reported · 1,058 holdings listed · 2 other managers included · SEC ↗

Q2 2026
Jul 21 First National Advisers, LLC

13F-HR · $711.83M reported · 273 holdings listed · 1 other managers included · SEC ↗

Q2 2026
Jul 21 Laurel Oak Wealth Management, Llc

13F-HR · $686.52M reported · 383 holdings listed · SEC ↗

Q2 2026
Jul 21 Deltec Asset Management Llc

13F-HR · $677.02M reported · 264 holdings listed · SEC ↗

Q2 2026
Jul 21 Clear Trail Advisors, LLC

13F-HR · $655.17M reported · 161 holdings listed · SEC ↗

Q2 2026
Jul 21 Legacy Financial Strategies, LLC

13F-HR · $645.66M reported · 152 holdings listed · SEC ↗

Q2 2026
Jul 21 Precedent Wealth Partners, Llc

13F-HR · $601.38M reported · 207 holdings listed · SEC ↗

Q2 2026
Jul 21 SOA Wealth Advisors, LLC.

13F-HR · $595.06M reported · 892 holdings listed · SEC ↗

Q2 2026
Jul 21 Darwin Wealth Management, LLC

13F-HR · $593.47M reported · 122 holdings listed · SEC ↗

Q2 2026
Jul 21 WestHill Financial Advisors, Inc.

13F-HR · $587.31M reported · 82 holdings listed · SEC ↗

Q2 2026
Jul 21 Columbia Asset Management

13F-HR · $575.23M reported · 168 holdings listed · SEC ↗

Q2 2026
Jul 21 Triumph Capital Management

13F-HR · $552.03M reported · 1,861 holdings listed · SEC ↗

Q2 2026
Jul 21 Landaas & Co /Wi /Adv

13F-HR · $549.65M reported · 149 holdings listed · SEC ↗

Q2 2026
Jul 21 CV Advisors LLC

13F-HR · $541.88M reported · 134 holdings listed · SEC ↗

Q2 2026
Jul 21 Old Second National Bank Of Aurora

13F-HR · $530.50M reported · 387 holdings listed · SEC ↗

Q2 2026
Jul 21 Old Port Advisors

13F-HR · $507.55M reported · 267 holdings listed · SEC ↗

Q2 2026
Jul 21 Compton Wealth Advisory Group, LLC

13F-HR · $495.43M reported · 83 holdings listed · SEC ↗

Q2 2026
Jul 21 Fulcrum Capital LLC

13F-HR · $492.93M reported · 103 holdings listed · SEC ↗

Q2 2026
Jul 21 Retirement Management Systems Inc.

13F-HR · $488.46M reported · 55 holdings listed · SEC ↗

Q2 2026
Jul 21 Cordoba Advisory Partners LLC

13F-HR · $471.85M reported · 144 holdings listed · SEC ↗

Q2 2026
Jul 21 Flagstone Financial Management

13F-HR · $447.16M reported · 77 holdings listed · SEC ↗

Q2 2026
Jul 21 Morton Brown Family Wealth, LLC

13F-HR · $441.08M reported · 416 holdings listed · SEC ↗

Q2 2026
Jul 21 Vision Retirement, LLC

13F-HR · $413.62M reported · 621 holdings listed · SEC ↗

Q2 2026
Jul 21 Bnc Wealth Management, Llc

13F-HR · $413.55M reported · 107 holdings listed · SEC ↗

Q2 2026
Jul 21 Ifrah Financial Services, Inc.

13F-HR · $409.46M reported · 214 holdings listed · SEC ↗

Q2 2026
Jul 21 Proathlete Wealth Management Llc

13F-HR · $404.05M reported · 374 holdings listed · SEC ↗

Q2 2026
Jul 21 TriaGen Wealth Management LLC

13F-HR · $399.83M reported · 185 holdings listed · SEC ↗

Q2 2026
Jul 21 Crown Wealth Group, LLC

13F-HR · $392.99M reported · 150 holdings listed · SEC ↗

Q2 2026
Jul 21 PARUS FINANCE (UK) Ltd

13F-HR · $383.13M reported · 37 holdings listed · SEC ↗

Q2 2026
Jul 21 Claris Advisors, Llc / Mo /

13F-HR · $382.99M reported · 74 holdings listed · SEC ↗

Q2 2026
Jul 21 Gunderson Capital Management LLC

13F-HR · $370.31M reported · 52 holdings listed · SEC ↗

Q2 2026
Jul 21 ONE Advisory Partners, LLC

13F-HR · $367.39M reported · 68 holdings listed · SEC ↗

Q2 2026
Jul 21 Wealth Management Associates, Inc.

13F-HR · $362.38M reported · 254 holdings listed · SEC ↗

Q2 2026
← Previous Page 97 / 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