Form 13F
Check the next filing deadline and the quarter it covers, then read the latest holdings reporting. Quarter-end disclosures arrive after the reporting period and do not establish a manager’s complete current portfolio.
| Reporting period ends | SEC filing deadline |
|---|---|
Dates include the SEC's weekend and holiday adjustments. Source: SEC Form 13F FAQ, question 25, checked 2026-09-20. A missing filing alone does not establish a missed obligation.
Our reports keep the quarter-end holdings date separate from the filing date and identify whether a report is original or amended. Selected issuer examples are not a ranking of a manager’s largest positions. A position newly disclosed or no longer reported does not prove a purchase or sale, and changes in reported values do not isolate trading from market prices.
Form 13F securities values are distinct from a firm’s regulatory assets under management. For that comparison, read reported AUM changes. Consult the SEC Form 13F alongside each report’s linked filings and our reporting methodology.
13F HOLDINGS
The SEC daily index observed on November 12, 2026, included 1,006 Form 13F filings. Principal Securities, Inc.’s filing lists $8,585,854,562 in reported securities value for September 30, 2026.
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13F HOLDINGS
The Nov. 9, 2026, EDGAR daily index included 409 Form 13F filings. Lincoln National's filing reports securities held as of Sept. 30; the figure is not total AUM.
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13F HOLDINGS
The covered EDGAR daily index for November 6–8, 2026, contains 425 Form 13F filings. Geode Capital Management’s filing reports securities held as of September 30, 2026; the index can include filings for earlier quarters.
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13F HOLDINGS
In the complete daily index dated November 2, 2026, Creative Planning’s Form 13F lists $178.7 billion in reported securities value for its September 30 portfolio.
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13F HOLDINGS
The covered daily index through November 1, 2026, contained 234 Form 13F filings. Associated Banc-Corp’s filing, submitted October 30, reported securities value of $4,241,359,375 for a portfolio dated September 30.
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13F HOLDINGS
The Oct. 29, 2026, daily index included 215 Form 13F filings. Mirae Asset Global Investments Co., Ltd.’s filing listed $57,026,926,547 in reported securities value as of Sept. 30, 2026.
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13F HOLDINGS
The covered EDGAR daily index for 10/28/2026 includes 275 Form 13F filings. Cullen/Frost Bankers’ filing covers positions as of 09/30/2026; reported securities value is not total AUM.
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13F HOLDINGS
An index dated October 27, 2026, included 220 Form 13F filings. Oppenheimer Asset Management’s filing reported $9,513,387,762 in securities value for September 30, 2026.
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13F HOLDINGS
Vantagepoint Investment Advisers listed $13,253,874,851 in reported securities value for its portfolio as of September 30, 2026. The complete daily index dated October 26 contained 211 Form 13F filings, including filings for earlier quarters.
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13F HOLDINGS
Citizens Financial Group listed $8.6 billion in reported securities value in a filing for September 30, 2026. The Oct. 23–25 index covered 222 Form 13F filings.
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13F HOLDINGS
The covered EDGAR daily index for 10/21/2026 included 234 Form 13F filings. Cooke & Bieler’s filing lists $6.4B in reported securities value for a portfolio dated 09/30/2026.
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13F HOLDINGS
The filings were indexed on October 19, 2026, and report portfolios as of September 30, 2026. The count is for that daily index, which can include filings dated earlier.
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13F HOLDINGS
The daily index for October 15, 2026, contains 203 Form 13F filings. First Merchants Corp. lists $3.0B in reported securities value for a September 30, 2026 portfolio.
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13F HOLDINGS
The Oct. 14, 2026, EDGAR daily index included 253 Form 13F filings. Davenport & Co. LLC's filing lists $19,882,255,045 in reported securities value for a portfolio dated Sept. 30, 2026.
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13F HOLDINGS
A daily index observed 344 Form 13F filings on October 13, 2026. Wasatch Advisors LP’s filing, dated that day, reports securities value for a portfolio as of September 30, 2026—not total AUM or a current position.
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13F HOLDINGS
A filing indexed on October 8, 2026, lists Brighton Securities Corp.’s reported securities value as of September 30. The daily index includes 96 Form 13F filings.
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13F HOLDINGS
Searcy Financial Services Inc. /ADV’s filing lists $279,650,769 in reported securities value as of September 30, 2026. The October 7 index includes 88 Form 13F filings.
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13F HOLDINGS
The Oct. 6, 2026, index includes 47 Form 13F filings. Congress Asset Management’s filing reports securities value as of Sept. 30, 2026.
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13F HOLDINGS
Ferguson Wellman Capital Management reported $8.4 billion in securities value for its portfolio as of September 30, in a Form 13F filed October 5, 2026. The daily index for October 5 contained 44 Form 13F filings.
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13F HOLDINGS
A complete index for October 2, 2026, listed 42 Form 13F filings. Stairway Partners reported $2,116.9M in reported securities value for September 30, 2026; that is not total AUM.
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13F HOLDINGS
Parrish Capital LLC's October 1, 2026, filing reports $102,635,225 in reported securities value—not total AUM—for positions dated September 30. The day's index contains 39 Form 13F filings.
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13F HOLDINGS
Two Form 13F filings for Q2 2026 portfolios were filed Sep 29, 2026, led by Cim Investment Management's $417.2M report and Greenwich Wealth Management's amended single-position filing.
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13F HOLDINGS
The September 24, 2026, index lists seven filings; Bullock Wealth Management Group’s selected reports span seven quarters, from Q1 2024 through Q3 2025.
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13F HOLDINGS
QRG Capital Management reported $12.2B in securities for June 30, 2026, while Envestnet Asset Management reported $424.2B for the same portfolio date.
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13F HOLDINGS
The September 22, 2026, filing observation covers reported portfolio quarters from Q4 2022 through Q2 2026. State Street reported $3,383.3B in securities value for June 30; the records also include restatements and filings for older portfolio periods.
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13F HOLDINGS
Three of eight 13F filings on Sept 21 were restatements: Mac Alpha filed a Q2 2026 restatement, Pensioenfonds Rail & OV revised two 2023 quarters, and Silicon Valley Capital Partners filed a fresh $1.23B Q2 portfolio.
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13F HOLDINGS
Eight filings submitted September 18 describe portfolios from Q3 2024 through Q2 2026, including three OP Asset Management restatements.
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