Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
16 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$72.62 B total reported value across 3140 holdings · 13F-HR · filed Aug 13, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 290 new positions, 594 positions with more shares reported, 853 positions with fewer shares reported, and 336 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
SEC issuerSELECT SECTOR SPDR TR | $44.2 M0.1% of filing | 832,534 sh | NEW THIS QUARTER |
SEC issuerCF INDUSTRIES HOLD | $43.7 M0.1% of filing |
| 403,439 sh |
| MORE SHARES |
SEC issuerHARMONY BIOSCIENCES HLDGS IN | $43.5 M0.1% of filing | 1,195,371 sh | MORE SHARES |
SEC issuerVODAFONE GROUP PLC | $43.4 M0.1% of filing | 3,280,042 sh | FEWER SHARES |
| $43.1 M0.1% of filing | 377,844 sh | NEW THIS QUARTER |
| $43.1 M0.1% of filing | 863,892 sh | MORE SHARES |
| $43.0 M0.1% of filing | 736,540 sh | MORE SHARES |
SEC issuerMILLICOM INTL CELLULAR S A | $42.8 M0.1% of filing | 472,092 sh | FEWER SHARES |
SEC issuerLPL FINL HLDGS INC | $42.7 M0.1% of filing | 151,660 sh | MORE SHARES |
| $42.7 M0.1% of filing | 4,394,300 sh | MORE SHARES |
SEC issuerTFS FINL CORP | $42.3 M0.1% of filing | 2,384,391 sh | FEWER SHARES |
| $42.2 M0.1% of filing | 2,749,861 sh | MORE SHARES |
| $42.0 M0.1% of filing | 171,400 sh | NEW THIS QUARTER |
| $42.0 M0.1% of filing | 1,314,031 sh | NEW THIS QUARTER |
SEC issuerVANGUARD SCOTTSDALE FDS | $41.7 M0.1% of filing | 505,082 sh | NEW THIS QUARTER |
| $41.7 M0.1% of filing | 9,029,870 sh | FEWER SHARES |
SEC issuerOIL DRI CORP AMER | $41.7 M0.1% of filing | 407,692 sh | FEWER SHARES |
SEC issuerSPDR GOLD TR | $41.6 M0.1% of filing | 113,040 sh | MORE SHARES |
SEC issuerELDORADO GOLD CORP NEW | $41.4 M0.1% of filing | 1,332,137 sh | FEWER SHARES |
| $41.3 M0.1% of filing | 7,115,710 sh | FEWER SHARES |
| $41.2 M0.1% of filing | 2,568,000 sh | FEWER SHARES |
| $40.9 M0.1% of filing | 2,333,976 sh | MORE SHARES |
SEC issuerBANK OZK LITTLE ROCK ARK | $40.7 M0.1% of filing | 781,897 sh | FEWER SHARES |
SEC issuerENVISTA HOLDINGS CORPORATION | $40.1 M0.1% of filing | 1,520,565 sh | MORE SHARES |
| $40.0 M0.1% of filing | 1,025,381 sh | FEWER SHARES |