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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 9,801–9,900 of 10,586 managers that reported this season
One row per manager: these managers filed 10,949 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

Apr 14 Kozak & Associates, Inc.

$512.85M reported · 452 holdings listed · SEC ↗

Q1 2026
Apr 14 Moller Wealth Partners

$506.50M reported · 67 holdings listed · SEC ↗

Q1 2026
Apr 14 Precedent Wealth Partners, Llc

$499.60M reported · 166 holdings listed · SEC ↗

Q1 2026
Apr 14 Regent Peak Wealth Advisors LLC

$490.32M reported · 198 holdings listed · SEC ↗

Q1 2026
Apr 14 Drive Wealth Management, Llc

$473.86M reported · 710 holdings listed · 3 other managers included · SEC ↗

Q1 2026
Apr 14 Builder Investment Group Inc /Adv

$460.94M reported · 102 holdings listed · SEC ↗

Q1 2026
Apr 14 Madrona Financial Services, LLC

$456.90M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 14 Twelve Points Wealth Management LLC

$454.62M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 14 Compton Wealth Advisory Group, LLC

$449.01M reported · 85 holdings listed · SEC ↗

Q1 2026
Apr 14 Opal Wealth Advisors, LLC

$442.39M reported · 606 holdings listed · SEC ↗

Q1 2026
Apr 14 Austin Wealth Management, LLC

$440.38M reported · 118 holdings listed · SEC ↗

Q1 2026
Apr 14 New Capital Management LP

$422.05M reported · 60 holdings listed · SEC ↗

Q1 2026
Apr 14 Retirement Management Systems Inc.

$414.91M reported · 51 holdings listed · SEC ↗

Q1 2026
Apr 14 Bay Harbor Wealth Management, LLC

$385.71M reported · 1,301 holdings listed · 3 other managers included · SEC ↗

Q1 2026
Apr 14 West Branch Capital LLC

$373.48M reported · 378 holdings listed · SEC ↗

Q1 2026
Apr 14 Amicus Financial Advisors, LLC

$363.02M reported · 90 holdings listed · SEC ↗

Q1 2026
Apr 14 OLIO Financial Planning

$360.96M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 14 Clean Yield Group

$355.23M reported · 386 holdings listed · SEC ↗

Q1 2026
Apr 14 CGC Financial Services, LLC

$346.06M reported · 331 holdings listed · SEC ↗

Q1 2026
Apr 14 Joule Financial, LLC

$343.32M reported · 114 holdings listed · SEC ↗

Q1 2026
Apr 14 M. Kraus & Co

$342.86M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 14 FC Advisory LLC

$342.47M reported · 115 holdings listed · SEC ↗

Q1 2026
Apr 14 Hudson Value Partners, LLC

$335.09M reported · 101 holdings listed · SEC ↗

Q1 2026
Apr 14 Westend Capital Management, LLC

$333.15M reported · 254 holdings listed · SEC ↗

Q1 2026
Apr 14 Congress Park Capital LLC

$325.71M reported · 131 holdings listed · SEC ↗

Q1 2026
Apr 14 Jeppson Wealth Management, Llc

$319.00M reported · 235 holdings listed · SEC ↗

Q1 2026
Apr 14 Snow Phipps Group, LLC

$317.60M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 14 Act Wealth Management, Llc

$297.83M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 14 Family Wealth Partners, Llc

$292.86M reported · 105 holdings listed · SEC ↗

Q1 2026
Apr 14 Altrafin AG

$290.19M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 14 Elevation Wealth Partners, Llc

$279.13M reported · 1,076 holdings listed · SEC ↗

Q1 2026
Apr 14 Murphy Pohlad Asset Management LLC

$278.98M reported · 134 holdings listed · SEC ↗

Q1 2026
Apr 14 Quantum Financial Planning Services, Inc.

$278.39M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 14 Centerline Wealth Advisors, LLC

$278.00M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 14 Shrier Wealth Management, Llc

$273.60M reported · 131 holdings listed · SEC ↗

Q1 2026
Apr 14 Cornerstone National Bank & Trust Co

$271.42M reported · 269 holdings listed · SEC ↗

Q1 2026
Apr 14 Searcy Financial Services Inc /Adv

$269.64M reported · 27 holdings listed · SEC ↗

Q1 2026
Apr 14 Highlander Partners, L.P.

$255.53M reported · 47 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 14 Invenio Wealth Partners Llc

$251.87M reported · 89 holdings listed · SEC ↗

Q1 2026
Apr 14 Onyx Financial Advisors, LLC

$240.84M reported · 18 holdings listed · SEC ↗

Q1 2026
Apr 14 Bayshore Capital Advisors, LLC

$236.98M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 14 ACT Advisors, LLC.

$235.16M reported · 78 holdings listed · SEC ↗

Q1 2026
Apr 14 Corecam Pte. Ltd.

$230.70M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 14 eCIO, Inc.

$227.59M reported · 42 holdings listed · SEC ↗

Q1 2026
Apr 14 GoalFusion Wealth Management, LLC

$220.48M reported · 30 holdings listed · SEC ↗

Q1 2026
Apr 14 Stonebridge Capital Management Inc

$219.92M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 14 HMV Wealth Advisors, LLC

$212.87M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 14 Vestia Personal Wealth Advisors

$212.80M reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 14 Arcadia Investment Advisors Llc

$211.81M reported · 81 holdings listed · SEC ↗

Q1 2026
Apr 14 Sterling Investment Advisors Llc /Adv

$208.42M reported · 40 holdings listed · SEC ↗

Q1 2026
Apr 14 American State Bank (Iowa)

$208.20M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 14 Udine Wealth Management, Inc.

$204.66M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 14 Pinnacle Wealth Management Group, Inc.

$203.71M reported · 120 holdings listed · SEC ↗

Q1 2026
Apr 14 Spectrum Investment Advisors, Inc.

$201.26M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 14 Flower City Capital

$199.35M reported · 46 holdings listed · SEC ↗

Q1 2026
Apr 14 Gildi - lifeyrissjodur

$197.19M reported · 2 holdings listed · SEC ↗

Q1 2026
Apr 14 Banque de Luxembourg S.A.

$193.27M reported · 77 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 14 Grant Private Wealth Management Inc

$188.50M reported · 154 holdings listed · SEC ↗

Q1 2026
Apr 14 Foresight Capital Management Advisors, Inc.

$179.70M reported · 96 holdings listed · SEC ↗

Q1 2026
Apr 14 William Mack & Associates, Inc.

$174.95M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 14 LifeGoal Investments, LLC

$174.75M reported · 112 holdings listed · SEC ↗

Q1 2026
Apr 14 Lee, Kelleher & Klein Wealth Management

$168.07M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 14 Granite Group Advisors, LLC

$165.33M reported · 86 holdings listed · SEC ↗

Q1 2026
Apr 14 BayBridge Capital Group, LLC

$161.40M reported · 95 holdings listed · SEC ↗

Q1 2026
Apr 14 Sanchez Gaunt Capital Management, LLC

$160.17M reported · 184 holdings listed · SEC ↗

Q1 2026
Apr 14 Nova Wealth Management, Inc.

$153.54M reported · 545 holdings listed · SEC ↗

Q1 2026
Apr 14 SeaTown Holdings Pte. Ltd.

$152.67M reported · 17 holdings listed · 3 other managers included · SEC ↗

Q1 2026
Apr 14 Cox Capital Mgt LLC

$150.52M reported · 73 holdings listed · SEC ↗

Q1 2026
Apr 14 FMA Wealth Management, LLC

$150.34M reported · 38 holdings listed · SEC ↗

Q1 2026
Apr 14 Gibson Wealth Advisors LLC

$149.20M reported · 37 holdings listed · SEC ↗

Q1 2026
Apr 14 Cathy Pareto & Associates, Inc

$149.01M reported · 96 holdings listed · SEC ↗

Q1 2026
Apr 14 Seven Mile Advisory

$138.56M reported · 182 holdings listed · SEC ↗

Q1 2026
Apr 14 LifePlan Financial, LLC

$135.32M reported · 83 holdings listed · SEC ↗

Q1 2026
Apr 14 Rf&L Wealth Management, Llc

$133.56M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 14 Global Trust Wealth Management LLC

$132.35M reported · 83 holdings listed · SEC ↗

Q1 2026
Apr 14 R.H. Investment Group, LLC

$129.66M reported · 45 holdings listed · SEC ↗

Q1 2026
Apr 14 Peak Wealth Management LLC

$121.87M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 14 Approach Retirement Advisors, LLC

$120.22M reported · 79 holdings listed · SEC ↗

Q1 2026
Apr 14 Runnymede Capital Advisors, Inc.

$116.45M reported · 75 holdings listed · SEC ↗

Q1 2026
Apr 14 Silchester International Investors LLP

$115.58M reported · 4 holdings listed · 2 other managers included · SEC ↗

Q1 2026
Apr 14 RD Lewis Holdings, Inc.

$115.46M reported · 86 holdings listed · SEC ↗

Q1 2026
Apr 14 Andrew Hill Investment Advisors, Inc.

$112.20M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 14 Twin Cities Retirement Group LLC

$109.36M reported · 24 holdings listed · SEC ↗

Q1 2026
Apr 14 Lawood & Co

$107.77M reported · 155 holdings listed · SEC ↗

Q1 2026
Apr 14 Arnold Financial Planning LLC

$107.03M reported · 26 holdings listed · SEC ↗

Q1 2026
Apr 14 Cdm Financial Counseling Services, Inc.

$104.51M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 14 Portfolio Resources Advisor Group, Inc.

$100.66M reported · 148 holdings listed · SEC ↗

Q1 2026
Apr 14 Sensenig Capital Advisors, Inc

$97.54M reported · 33 holdings listed · SEC ↗

Q1 2026
Apr 14 Capital Asset Managemnet, LLC

$88.82M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 14 Xena Financial Planning, LLC

$88.62M reported · 33 holdings listed · SEC ↗

Q1 2026
Apr 14 PICTET BANK & TRUST Ltd

$76.06M reported · 33 holdings listed · SEC ↗

Q1 2026
Apr 14 Meadowbrook Wealth Management, LLC

$75.47M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 14 Lockerman Financial Group, Inc.

$55.56M reported · 101 holdings listed · SEC ↗

Q1 2026
Apr 14 OV Management LLC

$49.02M reported · 53 holdings listed · SEC ↗

Q1 2026
Apr 14 Davies Financial Advisors, Inc.

$10.92M reported · 11 holdings listed · SEC ↗

Q1 2026
Apr 14 Nippon Life Insurance Co

$5.11M reported · 5 holdings listed · SEC ↗

Q1 2026
Apr 14 Legacy Trust

$3.09M reported · 203 holdings listed · SEC ↗

Q1 2026
Apr 14 Valicenti Advisory Services Inc

$458,905 reported · 84 holdings listed · SEC ↗

Q1 2026
Apr 14 Westwind Capital

$416,442 reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 14 Neumann Advisory Hong Kong Ltd

$317,461 reported · 6 holdings listed · SEC ↗

Q1 2026
← Previous Page 99 / 106 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