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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

8,118 of approximately 8,120 expected managers have filed for Q3 2025 (100.0%); “expected” = the prior season's filer count

8,36513F-HR reports
$66.24TΣ reported value
6.25MHoldings listedall filers · Q3 2025
232Amendments
1,835Notice filings
Oct 01First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 8,365 of 8,365 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,365 reports filed Oct 01 to May 29; busiest day Nov 14 with 1,7314849691,4541,938Oct 01: 26 reportsOct 02: 27 reportsOct 03: 23 reportsOct 06: 59 reportsOct 07: 77 reportsOct 08: 84 reportsOct 09: 117 reportsOct 10: 99 reportsOct 14: 174 reportsOct 15: 167 reportsOct 16: 154 reportsOct 17: 151 reportsOct 20: 173 reportsOct 21: 222 reportsOct 22: 223 reportsOct 23: 162 reportsOct 24: 161 reportsOct 27: 145 reportsOct 28: 221 reportsOct 29: 182 reportsOct 30: 186 reportsOct 31: 205 reportsNov 03: 205 reportsNov 04: 272 reportsNov 05: 243 reportsNov 06: 315 reportsNov 07: 285 reportsNov 10: 350 reportsNov 12: 750 reportsNov 13: 771 reportsNov 14: 1,731 reportsNov 17: 94 reportsNov 18: 27 reportsNov 19: 22 reportsNov 20: 20 reportsNov 21: 23 reportsNov 24: 24 reportsNov 25: 15 reportsNov 26: 5 reportsDec 01: 18 reportsDec 02: 12 reportsDec 03: 8 reportsDec 05: 4 reportsDec 08: 6 reportsDec 09: 14 reportsDec 10: 2 reportsDec 11: 5 reportsDec 12: 1 reportsDec 15: 9 reportsDec 16: 6 reportsDec 17: 6 reportsDec 18: 7 reportsDec 19: 9 reportsDec 22: 4 reportsDec 29: 31 reportsDec 31: 1 reportsMar 02: 1 reportsMar 06: 1 reportsMar 09: 1 reportsMar 12: 2 reportsMar 17: 1 reportsMar 24: 2 reportsMar 26: 2 reportsApr 01: 1 reportsApr 07: 1 reportsApr 14: 1 reportsApr 17: 1 reportsApr 20: 1 reportsApr 22: 1 reportsApr 24: 1 reportsApr 29: 1 reportsMay 12: 1 reportsMay 13: 1 reportsMay 15: 3 reportsMay 19: 1 reportsMay 20: 1 reportsMay 21: 1 reportsMay 26: 1 reportsMay 27: 1 reportsMay 28: 2 reportsMay 29: 2 reports100%45-day deadline · Nov 141,731 on Nov 14Oct 1Oct 15Nov 1Nov 15Dec 1Dec 15Jan 1Jan 15Feb 1Feb 15Mar 1Mar 15Apr 1Apr 15May 1May 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.
51.3% of reports arrived in the final week before the Nov 14 deadline
What the tracked universe did this season
+7,596New positions
−7,933Full exits
29,693Increased
23,228Reduced
56Comparable 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
SSB SouthState Bank… +19 +19 22
GLBKV GCI Liberty, Inc.… +18 +18 21
FIG Figma, Inc. +16 +16 19
PSKY Paramount Skydance… +15 +15 18
HTFL Heartflow, Inc.… +14 +14 17
MIAX Miami International… +14 +14 17
KLAR Klarna Group plc +14 +14 17
LGN Legence Corp. Class… +13 +13 15

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
TTD The Trade Desk, Inc. -5 −7 21
UNIT Uniti Group Inc. -5 −6 14
GGAL Grupo Financiero… -5 −6 11
NTES NetEase, Inc. -5 −5 16
SGML Sigma Lithium… -4 −6 10

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.68T 17,690 Nov 07
2 BlackRock $5.71T 49,030 Nov 12
3 State Street Global Advisors $2.88T 4,282 Nov 14
4 Fidelity (FMR) $1.92T 13,217 Nov 13
5 JPMorgan Chase $1.67T 32,847 Nov 07
6 Morgan Stanley $1.65T 45,055 Nov 14
7 Geode Capital Management $1.57T 8,534 Nov 12
8 Bank Of America Corp /De/ $1.47T 29,308 Nov 14
9 Susquehanna International Group, Llp $874.95B 13,896 Nov 14
10 Norges Bank $870.10B 1,516 Nov 13
11 Goldman Sachs Group $817.38B 13,001 Nov 14
12 Northern Trust Corp $781.71B 20,749 Nov 14
Notable manager changes
01 Scion Asset Management

Reported value +138.8% QoQ ($578.34M → $1.38B)

→
02 Norges Bank

Reported value -100.0% QoQ ($801.15B → $0)

→
03 Gotham Asset Management

Reported value +37.4% QoQ ($16.71B → $22.97B)

→
04 AQR Capital Management

Reported value +29.0% QoQ ($120.88B → $156.00B)

→
05 Citadel Advisors

+1360 new positions this quarter (15,551 total)

→
06 Two Sigma Investments

+636 new positions this quarter (3,628 total)

→
07 Marshall Wace

+625 new positions this quarter (5,977 total)

→
08 Renaissance Technologies

+501 new positions this quarter (3,457 total)

→
09 Soros Fund Management

Top-10 concentration 36% → 41% (+4.7pp)

→
10 Millennium Management

Top-10 concentration 11% → 15% (+3.6pp)

→

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
Neuberger Berman Group LLC restatement Nov 12 Oct 27 $136.84B → $136.91B (0.0%) SEC ↗
Neuberger Berman Group LLC restatement Nov 12 Oct 27 $136.84B → $136.91B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement Nov 14 Oct 26 $319.18M → $574.74M (+80.1%) SEC ↗
Elm Partners Management LLC restatement Nov 04 Oct 07 $2.00B → $2.47B (+23.6%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 20 Sep 18 $7.78B → $7.59B (-2.5%) SEC ↗
Hbk Investments L P new holdings Nov 14 Sep 16 $9.11B → $4.15M (-100.0%) SEC ↗
Boston Research & Management Inc new holdings Nov 12 Sep 01 $453,374 → $457.55M (+100821.1%) SEC ↗
Advisors Asset Management, Inc. restatement Nov 06 Aug 26 $5.89B → $5.89B (0.0%) SEC ↗
Redwood Investment Management, LLC restatement Nov 14 Aug 26 $923,366 → $923,366 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Nov 14 Aug 26 $6.46B → $185.52M (-97.1%) SEC ↗
Dakota Wealth Management restatement Nov 10 Aug 26 $4.96B → $4.96B (0.0%) SEC ↗
Pangea Capital Gestao de Recursos… restatement n/a Aug 21 totals pending parse SEC ↗
Advisors Asset Management, Inc. new holdings Nov 06 Aug 21 $5.89B → $78,006 (-100.0%) SEC ↗
Ensign Peak Advisors, Inc restatement Nov 13 Aug 18 $60.95B → $60.95B (0.0%) 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 9,901–10,000 of 10,432 individual filing documents

Oct 10 Trust Point Inc.

13F-HR · $1.24B reported · 603 holdings listed · SEC ↗

Q3 2025
Oct 10 Falcon Wealth Planning

13F-HR · $1.11B reported · 191 holdings listed · SEC ↗

Q3 2025
Oct 10 Signal Advisors Wealth, LLC

13F-HR · $1.10B reported · 455 holdings listed · SEC ↗

Q3 2025
Oct 10 Ccm Investment Advisers Llc

13F-HR · $1.02B reported · 93 holdings listed · SEC ↗

Q3 2025
Oct 10 Clarity Financial LLC

13F-HR · $1.01B reported · 119 holdings listed · SEC ↗

Q3 2025
Oct 10 Red Door Wealth Management, LLC

13F-HR · $941.74M reported · 292 holdings listed · SEC ↗

Q3 2025
Oct 10 Focused Wealth Management, Inc

13F-HR · $939.33M reported · 208 holdings listed · SEC ↗

Q3 2025
Oct 10 Viking Fund Management Llc

13F-HR · $827.41M reported · 141 holdings listed · SEC ↗

Q3 2025
Oct 10 Walmart Inc.

13F-HR · $821.59M reported · 2 holdings listed · SEC ↗

Q3 2025
Oct 10 Sharkey, Howes & Javer

13F-HR · $778.09M reported · 159 holdings listed · SEC ↗

Q3 2025
Oct 10 Pathway Financial Advisors LLC

13F-HR · $750.16M reported · 141 holdings listed · SEC ↗

Q3 2025
Oct 10 CHICAGO TRUST Co NA

13F-HR · $720.46M reported · 704 holdings listed · SEC ↗

Q3 2025
Oct 10 Lineweaver Wealth Advisors, LLC

13F-HR · $682.51M reported · 166 holdings listed · SEC ↗

Q3 2025
Oct 10 Arlington Financial Advisors, LLC

13F-HR · $679.77M reported · 110 holdings listed · SEC ↗

Q3 2025
Oct 10 Founders Capital Management, Llc

13F-HR · $639.22M reported · 79 holdings listed · SEC ↗

Q3 2025
Oct 10 Fiduciary Financial Group, Llc

13F-HR · $632.99M reported · 322 holdings listed · SEC ↗

Q3 2025
Oct 10 Matauro, Llc

13F-HR · $629.36M reported · 155 holdings listed · SEC ↗

Q3 2025
Oct 10 Cornerstone Management, Inc.

13F-HR · $604.71M reported · 63 holdings listed · SEC ↗

Q3 2025
Oct 10 First Bank & Trust

13F-HR · $594.21M reported · 399 holdings listed · SEC ↗

Q3 2025
Oct 10 Orrstown Financial Services Inc

13F-HR · $584.40M reported · 135 holdings listed · SEC ↗

Q3 2025
Oct 10 Usa Financial Formulas

13F-HR · $567.58M reported · 257 holdings listed · SEC ↗

Q3 2025
Oct 10 Tlwm

13F-HR · $556.38M reported · 78 holdings listed · SEC ↗

Q3 2025
Oct 10 Spinnaker Investment Group, LLC

13F-HR · $532.11M reported · 157 holdings listed · SEC ↗

Q3 2025
Oct 10 ABLE Financial Group, LLC

13F-HR · $464.41M reported · 205 holdings listed · SEC ↗

Q3 2025
Oct 10 Fairvoy Private Wealth, LLC

13F-HR · $439.16M reported · 190 holdings listed · SEC ↗

Q3 2025
Oct 10 Marion Wealth Management

13F-HR · $421.64M reported · 136 holdings listed · SEC ↗

Q3 2025
Oct 10 Sunflower Bank, N.A.

13F-HR · $411.14M reported · 212 holdings listed · SEC ↗

Q3 2025
Oct 10 Cisco Systems, Inc.

13F-HR · $403.87M reported · 3 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 10 Abound Wealth Management

13F-HR · $399.48M reported · 1,359 holdings listed · SEC ↗

Q3 2025
Oct 10 Bnc Wealth Management, Llc

13F-HR · $396.08M reported · 107 holdings listed · SEC ↗

Q3 2025
Oct 10 Brown, Lisle/Cummings, Inc.

13F-HR · $389.64M reported · 760 holdings listed · SEC ↗

Q3 2025
Oct 10 Sara-Bay Financial

13F-HR · $357.72M reported · 80 holdings listed · SEC ↗

Q3 2025
Oct 10 FC Advisory LLC

13F-HR · $341.87M reported · 116 holdings listed · SEC ↗

Q3 2025
Oct 10 Newton One Investments LLC

13F-HR · $337.69M reported · 120 holdings listed · SEC ↗

Q3 2025
Oct 10 Quadratic Capital Management LLC

13F-HR · $323.14M reported · 2 holdings listed · SEC ↗

Q3 2025
Oct 10 Selective Wealth Management, Inc.

13F-HR · $310.72M reported · 104 holdings listed · SEC ↗

Q3 2025
Oct 10 jvl associates llc

13F-HR · $302.15M reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 10 Benson Investment Management Company, Inc.

13F-HR · $292.74M reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 10 IronBridge Private Wealth, LLC

13F-HR · $286.91M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 10 Kathleen S. Wright Associates Inc.

13F-HR · $269.65M reported · 256 holdings listed · SEC ↗

Q3 2025
Oct 10 SK Wealth Management, LLC

13F-HR · $268.20M reported · 83 holdings listed · SEC ↗

Q3 2025
Oct 10 Fluent Financial, LLC

13F-HR · $255.50M reported · 69 holdings listed · SEC ↗

Q3 2025
Oct 10 Seneca House Advisors

13F-HR · $247.53M reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 10 Mills Wealth Advisors LLC

13F-HR · $245.80M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 10 Bowman & Co S.C.

13F-HR · $237.08M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 10 Myecfo, Llc

13F-HR · $219.82M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 10 CWC Advisors, LLC.

13F-HR · $204.23M reported · 146 holdings listed · SEC ↗

Q3 2025
Oct 10 Castleview Partners, LLC

13F-HR · $184.15M reported · 176 holdings listed · SEC ↗

Q3 2025
Oct 10 HMV Wealth Advisors, LLC

13F-HR · $181.83M reported · 81 holdings listed · SEC ↗

Q3 2025
Oct 10 Ryan Investment Management, Inc.

13F-HR · $179.93M reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 10 Corsicana & Co.

13F-HR · $178.01M reported · 261 holdings listed · SEC ↗

Q3 2025
Oct 10 Envision Financial LLC

13F-HR · $174.48M reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 10 Tilia Fiduciary Partners, Inc.

13F-HR · $172.89M reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 10 Shotwell Rutter Baer Inc

13F-HR · $154.99M reported · 37 holdings listed · SEC ↗

Q3 2025
Oct 10 Five Pine Wealth Management

13F-HR · $147.92M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 10 Gibson Wealth Advisors LLC

13F-HR · $140.61M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 10 Ridgeline Wealth, LLC

13F-HR · $135.48M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 10 Arbor Wealth Advisors LLC

13F-HR · $133.94M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 10 RoundAngle Advisors LLC

13F-HR · $129.13M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 10 Lionshead Wealth Management, LLC

13F-HR · $126.07M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 10 Rydar Equities, Inc.

13F-HR · $124.82M reported · 93 holdings listed · SEC ↗

Q3 2025
Oct 10 DKM Wealth Management, Inc.

13F-HR · $124.58M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 10 Basepoint Wealth LLC

13F-HR · $119.86M reported · 93 holdings listed · SEC ↗

Q3 2025
Oct 10 Delta Wealth Advisors LLC

13F-HR · $119.39M reported · 45 holdings listed · SEC ↗

Q3 2025
Oct 10 Delta Wealth Advisors LLC

13F-HR · $110.19M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 10 Delta Wealth Advisors LLC

13F-HR · $106.11M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 10 Delta Wealth Advisors LLC

13F-HR · $104.41M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 10 Delta Wealth Advisors LLC

13F-HR · $102.07M reported · 45 holdings listed · SEC ↗

Q3 2025
Oct 10 Delta Wealth Advisors LLC

13F-HR · $96.83M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 10 Capitol Family Office, Inc.

13F-HR · $82.44M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 10 Stolper Co

13F-HR · $3.94M reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 10 F&V Capital Management, LLC

13F-HR · $445,337 reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 10 Natural Investments, Llc

13F-HR · $403,255 reported · 264 holdings listed · SEC ↗

Q3 2025
Oct 10 Lester Murray Antman dba SimplyRich

13F-HR · $370,612 reported · 200 holdings listed · SEC ↗

Q3 2025
Oct 10 Stolper Co

13F-HR/A · $330,034 reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 10 SoundView Advisors Inc.

13F-HR · $291,817 reported · 34 holdings listed · SEC ↗

Q3 2025
Oct 10 BCR Wealth Strategies, LLC

13F-HR · $284,351 reported · 30 holdings listed · SEC ↗

Q3 2025
Oct 10 Financial Connections Group, Inc.

13F-HR · $256,293 reported · 242 holdings listed · SEC ↗

Q3 2025
Oct 10 Warburton Capital Management, LLC

13F-HR · $166,131 reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 10 Navigoe, LLC

13F-HR · $156,643 reported · 268 holdings listed · SEC ↗

Q3 2025
Oct 10 A. D. Beadell Investment Counsel, Inc.

13F-HR · $146,861 reported · 91 holdings listed · SEC ↗

Q3 2025
Oct 10 J. Safra Sarasin Fund Management (Luxembourg) S.A.

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

Q3 2025
Oct 10 Cisco Systems International B.V.

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

Q3 2025
Oct 10 JOHCM (USA) Inc

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

Q3 2025
Oct 10 Perpetual Investment Management Ltd

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

Q3 2025
Oct 10 Pendal Group Ltd

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

Q3 2025
Oct 10 J O Hambro Capital Management Ltd

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

Q3 2025
Oct 10 Kraft Asset Management, Llc

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

Q3 2025
Oct 09 Voya Investment Management Llc

13F-HR · $100.18B reported · 3,824 holdings listed · 4 other managers included · analysis · SEC ↗

Q3 2025
Oct 09 Bartlett & Co. Wealth Management Llc

13F-HR · $7.56B reported · 1,205 holdings listed · SEC ↗

Q3 2025
Oct 09 Zevenbergen Capital Investments Llc

13F-HR · $5.14B reported · 178 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 09 U.S. Capital Wealth Advisors, LLC

13F-HR · $3.72B reported · 953 holdings listed · SEC ↗

Q3 2025
Oct 09 Dynamic Advisor Solutions LLC

13F-HR · $3.45B reported · 932 holdings listed · SEC ↗

Q3 2025
Oct 09 Addenda Capital Inc.

13F-HR · $3.38B reported · 126 holdings listed · SEC ↗

Q3 2025
Oct 09 AdvisorNet Financial, Inc

13F-HR · $1.77B reported · 2,250 holdings listed · SEC ↗

Q3 2025
Oct 09 Franklin Street Advisors Inc /Nc

13F-HR · $1.74B reported · 170 holdings listed · SEC ↗

Q3 2025
Oct 09 CGN Advisors LLC

13F-HR · $1.22B reported · 304 holdings listed · SEC ↗

Q3 2025
Oct 09 Voya Financial Advisors, Inc.

13F-HR · $1.04B reported · 221 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 09 Bath Savings Trust Co

13F-HR · $1.01B reported · 269 holdings listed · SEC ↗

Q3 2025
Oct 09 Toth Financial Advisory Corp

13F-HR · $927.53M reported · 770 holdings listed · SEC ↗

Q3 2025
← Previous Page 100 / 105 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