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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

8,836 of approximately 8,118 expected managers have filed for Q4 2025 (108.8%); “expected” = the prior season's filer count

9,08013F-HR reports
$68.16TΣ reported value
5.65MHoldings listedall filers · Q4 2025
245Amendments
1,957Notice filings
Jan 02First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 9,078 of 9,080 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

9,080 reports filed Jan 02 to May 29; busiest day Feb 17 with 1,5894448891,3341,779Jan 02: 8 reportsJan 05: 53 reportsJan 06: 66 reportsJan 07: 101 reportsJan 08: 83 reportsJan 09: 74 reportsJan 12: 154 reportsJan 13: 92 reportsJan 14: 182 reportsJan 15: 174 reportsJan 16: 141 reportsJan 20: 153 reportsJan 21: 229 reportsJan 22: 156 reportsJan 23: 261 reportsJan 26: 238 reportsJan 27: 231 reportsJan 28: 233 reportsJan 29: 212 reportsJan 30: 159 reportsFeb 02: 219 reportsFeb 03: 225 reportsFeb 04: 230 reportsFeb 05: 327 reportsFeb 06: 304 reportsFeb 09: 294 reportsFeb 10: 428 reportsFeb 11: 429 reportsFeb 12: 514 reportsFeb 13: 1,012 reportsFeb 17: 1,589 reportsFeb 18: 127 reportsFeb 19: 33 reportsFeb 20: 45 reportsFeb 23: 28 reportsFeb 24: 33 reportsFeb 25: 11 reportsFeb 26: 14 reportsFeb 27: 11 reportsMar 02: 10 reportsMar 03: 14 reportsMar 04: 7 reportsMar 05: 10 reportsMar 06: 5 reportsMar 09: 5 reportsMar 10: 5 reportsMar 11: 5 reportsMar 12: 5 reportsMar 13: 5 reportsMar 16: 2 reportsMar 17: 7 reportsMar 19: 1 reportsMar 20: 2 reportsMar 23: 2 reportsMar 24: 3 reportsMar 25: 1 reportsMar 26: 2 reportsMar 27: 3 reportsMar 31: 1 reportsApr 01: 5 reportsApr 02: 3 reportsApr 06: 1 reportsApr 07: 4 reportsApr 08: 3 reportsApr 09: 2 reportsApr 10: 4 reportsApr 14: 1 reportsApr 16: 1 reportsApr 17: 2 reportsApr 20: 1 reportsApr 21: 3 reportsApr 22: 2 reportsApr 24: 2 reportsApr 28: 2 reportsApr 29: 2 reportsApr 30: 1 reportsMay 05: 2 reportsMay 06: 2 reportsMay 07: 7 reportsMay 08: 1 reportsMay 11: 3 reportsMay 12: 4 reportsMay 13: 6 reportsMay 14: 7 reportsMay 15: 15 reportsMay 18: 1 reportsMay 19: 1 reportsMay 20: 7 reportsMay 21: 2 reportsMay 22: 4 reportsMay 26: 3 reportsMay 27: 3 reportsMay 28: 3 reportsMay 29: 2 reports100%45-day deadline · Feb 141,589 on Feb 17Jan 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.
52.6% of reports arrived in the final week before the Feb 14 deadline
What the tracked universe did this season
+10,294New positions
−7,298Full exits
38,010Increased
32,892Reduced
58Comparable 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
Q Qnity Electronics… +26 +27 163
SOLS Solstice Advanced… +23 +24 144
MDLN Medline Inc. +21 +22 85
FRMI Fermi Inc. Common… +20 +20 65
NP +18 +19 43
ALH Alliance Laundry… +18 +19 66
LLYVA Liberty Live Group +17 +18 100
WLTH Wealthfront… +17 +18 45

Most reduced so far

SecurityΔ holdersExitsHolders
SPNS -19 −19 6
LNWO Light & Wonder, Inc. -17 −18 9
WOW -16 −16 4
IRBT -14 −14 5
LAZRQ -11 −11 4
ZK -10 −10 3
ILLR -9 −9 3
ADAPY -6 −6 4

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.90T 17,686 Jan 29
2 BlackRock $5.92T 50,216 Feb 12
3 State Street Global Advisors $2.98T 4,288 Feb 13
4 Fidelity (FMR) $1.96T 13,225 Feb 17
5 Morgan Stanley $1.67T 45,420 Feb 13
6 Geode Capital Management $1.62T 8,528 Feb 09
7 JPMorgan Chase $1.59T 31,795 Feb 11
8 Bank Of America Corp /De/ $1.37T 28,105 Feb 17
9 Norges Bank $934.76B 1,577 Feb 10
10 Susquehanna International Group, Llp $868.03B 13,927 Feb 17
11 Goldman Sachs Group $811.11B 13,034 Feb 10
12 Northern Trust Corp $784.38B 20,753 Feb 17
Notable manager changes
01 JPMorgan Chase

Reported value -52.3% QoQ ($3.34T → $1.59T)

→
02 Point72 Asset Management

Reported value +49.6% QoQ ($59.76B → $89.42B)

→
03 Harris Associates (Oakmark)

Reported value +26.8% QoQ ($62.38B → $79.12B)

→
04 Soros Fund Management

Reported value +22.9% QoQ ($7.02B → $8.63B)

→
05 Norges Bank

+1560 new positions this quarter (1,577 total)

→
06 Citadel Advisors

+1347 new positions this quarter (15,403 total)

→
07 Marshall Wace

+691 new positions this quarter (6,074 total)

→
08 Altimeter Capital

Top-10 concentration 82% → 89% (+7.3pp)

→
09 Millennium Management

Top-10 concentration 15% → 21% (+5.7pp)

→
10 Bridgewater Associates

Top-10 concentration 33% → 36% (+3.8pp)

→

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 Feb 13 Oct 27 $134.34B → $134.40B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement Feb 17 Oct 26 $340.04M → $629.85M (+85.2%) SEC ↗
Blackstone Inc. new holdings Feb 17 Oct 09 $25.31B → $6.00B (-76.3%) SEC ↗
Elm Partners Management LLC restatement Feb 10 Oct 07 $2.20B → $2.70B (+22.6%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 21 Sep 28 $8.42B → $8.22B (-2.4%) SEC ↗
Catalio Capital Management, LP restatement Feb 17 Sep 02 $565.79M → $565.79M (0.0%) SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
Cornerstone Financial Management LLC restatement Feb 13 Aug 28 $106.50M → $106.50M (0.0%) SEC ↗
VELA Investment Management, LLC restatement Feb 02 Aug 27 $425.05M → $420.56M (-1.1%) SEC ↗
Boston Research & Management Inc new holdings Feb 11 Aug 27 $433,688 → $439.93M (+101338.4%) SEC ↗
Dakota Wealth Management restatement Jan 13 Aug 26 $5.64B → $5.64B (0.0%) SEC ↗
Redwood Investment Management, LLC restatement Feb 17 Aug 26 $889,805 → $889,841 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Feb 17 Aug 26 $7.05B → $142.02M (-98.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Feb 12 Aug 21 $5.96B → $115,056 (-100.0%) 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 10,001–10,100 of 10,726 managers that reported this season
One row per manager: these managers filed 11,282 separate documents; advisers may file one 13F per sub-portfolio. A further 271 superseded versions are excluded. Totals combine only live documents.

Jan 14 Congress Park Capital LLC

$334.92M reported · 128 holdings listed · SEC ↗

Q4 2025
Jan 14 Baron Wealth Management LLC

$324.50M reported · 259 holdings listed · SEC ↗

Q4 2025
Jan 14 Nepsis Inc.

$323.63M reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 14 Bourne Lent Asset Management Inc

$301.49M reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 14 Cooper Investors Pty Ltd

$300.93M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 14 Oak Asset Management, LLC

$293.20M reported · 104 holdings listed · SEC ↗

Q4 2025
Jan 14 Bonness Enterprises Inc

$289.74M reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 14 Tiller Private Wealth, Inc.

$281.02M reported · 65 holdings listed · SEC ↗

Q4 2025
Jan 14 Family Wealth Partners, Llc

$277.44M reported · 92 holdings listed · SEC ↗

Q4 2025
Jan 14 Nova R Wealth, Inc.

$274.32M reported · 88 holdings listed · SEC ↗

Q4 2025
Jan 14 Amiral Gestion

$271.97M reported · 27 holdings listed · SEC ↗

Q4 2025
Jan 14 DLK Investment Management, LLC

$268.75M reported · 88 holdings listed · SEC ↗

Q4 2025
Jan 14 Silchester International Investors LLP

$264.21M reported · 3 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 14 Fluent Financial, LLC

$262.41M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 14 InvesTrust

$258.62M reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 14 ACT Advisors, LLC.

$253.70M reported · 65 holdings listed · SEC ↗

Q4 2025
Jan 14 Game Plan Financial Advisors, LLC

$248.70M reported · 368 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 14 Quad-Cities Investment Group, LLC

$242.36M reported · 190 holdings listed · SEC ↗

Q4 2025
Jan 14 Clarus Wealth Advisors

$241.26M reported · 86 holdings listed · SEC ↗

Q4 2025
Jan 14 Mitchell & Pahl Private Wealth, Llc

$240.93M reported · 143 holdings listed · SEC ↗

Q4 2025
Jan 14 New England Professional Planning Group Inc.

$238.61M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 14 Mb, Levis & Associates, Llc

$237.55M reported · 245 holdings listed · SEC ↗

Q4 2025
Jan 14 Guardian Financial Partners, LLC

$237.15M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 14 Onyx Financial Advisors, LLC

$235.90M reported · 17 holdings listed · SEC ↗

Q4 2025
Jan 14 Worth Asset Management, LLC

$235.79M reported · 447 holdings listed · SEC ↗

Q4 2025
Jan 14 Alliance Wealth Advisors, LLC

$230.00M reported · 156 holdings listed · SEC ↗

Q4 2025
Jan 14 Catalyst Private Wealth, Llc

$228.96M reported · 77 holdings listed · SEC ↗

Q4 2025
Jan 14 Keystone Global Partners, LLC

$227.35M reported · 54 holdings listed · SEC ↗

Q4 2025
Jan 14 Chris Bulman Inc

$226.11M reported · 149 holdings listed · SEC ↗

Q4 2025
Jan 14 Ironwood Wealth Management, Inc.

$222.92M reported · 23 holdings listed · SEC ↗

Q4 2025
Jan 14 Woodward Diversified Capital, Llc

$218.31M reported · 184 holdings listed · SEC ↗

Q4 2025
Jan 14 Legal Advantage Investments, Inc.

$216.01M reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 14 Wealthcare Capital Partners, LLC

$213.42M reported · 149 holdings listed · SEC ↗

Q4 2025
Jan 14 Point Windward Advisors Inc.

$208.93M reported · 95 holdings listed · SEC ↗

Q4 2025
Jan 14 Meritas Wealth Management, LLC

$207.91M reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 14 Sterling Investment Advisors Llc /Adv

$206.61M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 14 Baugh & Associates, LLC

$203.36M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 14 Hilltop Wealth Advisors, Llc

$199.14M reported · 54 holdings listed · SEC ↗

Q4 2025
Jan 14 Allodium Investment Consultants, LLC

$197.34M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 14 Enterprise Financial Services Corp

$196.96M reported · 314 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 14 True Vision MN LLC

$196.77M reported · 111 holdings listed · 6 other managers included · SEC ↗

Q4 2025
Jan 14 Smith Thornton Advisors LLC

$196.59M reported · 127 holdings listed · SEC ↗

Q4 2025
Jan 14 Disciplined Equity Management, Inc.

$193.00M reported · 64 holdings listed · SEC ↗

Q4 2025
Jan 14 Kaufman Rossin Wealth, LLC

$192.05M reported · 157 holdings listed · SEC ↗

Q4 2025
Jan 14 First County Bank /CT/

$190.98M reported · 380 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 14 First City Capital Management, Inc.

$189.27M reported · 156 holdings listed · SEC ↗

Q4 2025
Jan 14 WESPAC Advisors, LLC

$184.44M reported · 178 holdings listed · SEC ↗

Q4 2025
Jan 14 Wolff Wiese Magana Llc

$182.61M reported · 945 holdings listed · SEC ↗

Q4 2025
Jan 14 InTrack Investment Management Inc

$181.58M reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 14 Longview Financial Advisors LLC

$181.38M reported · 175 holdings listed · SEC ↗

Q4 2025
Jan 14 Emergent Wealth Advisors, LLC

$177.78M reported · 134 holdings listed · SEC ↗

Q4 2025
Jan 14 Ballew Advisors, Inc

$177.42M reported · 120 holdings listed · SEC ↗

Q4 2025
Jan 14 Meriwether Wealth & Planning, LLC

$177.31M reported · 123 holdings listed · SEC ↗

Q4 2025
Jan 14 Aegis Wealth Management LLC

$176.90M reported · 121 holdings listed · SEC ↗

Q4 2025
Jan 14 Cascade Investment Advisors, Inc.

$170.04M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 14 Klein Pavlis & Peasley Financial, Inc.

$169.68M reported · 92 holdings listed · SEC ↗

Q4 2025
Jan 14 Lee, Kelleher & Klein Wealth Management

$167.60M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 14 BCO Wealth Management LLC

$163.06M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 14 Brewster Financial Planning LLC

$162.73M reported · 26 holdings listed · SEC ↗

Q4 2025
Jan 14 Braun-Bostich & Associates Inc.

$162.01M reported · 125 holdings listed · SEC ↗

Q4 2025
Jan 14 Cox Capital Mgt LLC

$160.82M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 14 Flywheel Private Wealth Llc

$160.15M reported · 84 holdings listed · SEC ↗

Q4 2025
Jan 14 International Private Wealth Advisors LLC

$158.79M reported · 156 holdings listed · SEC ↗

Q4 2025
Jan 14 Terra Nova Asset Management LLC

$151.89M reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 14 Petros Family Wealth, LLC

$150.21M reported · 434 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Jan 14 CPR Investments Inc.

$149.01M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 14 Nova Wealth Management, Inc.

$145.89M reported · 582 holdings listed · SEC ↗

Q4 2025
Jan 14 Wincap Financial Llc

$145.67M reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 14 Randall & Associates Wealth Management

$144.27M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 14 Cottonwood Capital Advisors, Llc

$140.28M reported · 89 holdings listed · SEC ↗

Q4 2025
Jan 14 Hoese & Co LLP

$140.28M reported · 156 holdings listed · SEC ↗

Q4 2025
Jan 14 R.H. Dinel Investment Counsel, Inc.

$136.45M reported · 40 holdings listed · SEC ↗

Q4 2025
Jan 14 Cushing Capital Partners, LLC

$135.00M reported · 88 holdings listed · SEC ↗

Q4 2025
Jan 14 Camelot Technology Advisors, Inc.

$134.75M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 14 Stegent Equity Advisors, Inc.

$128.30M reported · 116 holdings listed · SEC ↗

Q4 2025
Jan 14 James Reed Financial Services, Inc.

$124.78M reported · 17 holdings listed · SEC ↗

Q4 2025
Jan 14 Aventus Investment Advisors, Inc.

$123.37M reported · 147 holdings listed · SEC ↗

Q4 2025
Jan 14 MeadowBrook Investment Advisors LLC

$117.31M reported · 194 holdings listed · SEC ↗

Q4 2025
Jan 14 RPM Capital Partners, LLC

$114.06M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 14 Legacy Solutions, Llc

$113.82M reported · 81 holdings listed · SEC ↗

Q4 2025
Jan 14 Wolfstich Capital, LLC

$108.52M reported · 17 holdings listed · SEC ↗

Q4 2025
Jan 14 Auctus Advisors Llc

$108.50M reported · 26 holdings listed · SEC ↗

Q4 2025
Jan 14 Sjbenen Advisory, Llc

$107.19M reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 14 Q Fund Management (Hong Kong) Ltd

$106.53M reported · 33 holdings listed · SEC ↗

Q4 2025
Jan 14 Barnes Dennig Private Wealth Management LLC

$99.58M reported · 312 holdings listed · SEC ↗

Q4 2025
Jan 14 One Wealth Management Investment & Advisory…

$91.69M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 14 CIBRA Capital Ltd

$58.24M reported · 18 holdings listed · SEC ↗

Q4 2025
Jan 14 Advisors Management Group Inc /Adv

$549,506 reported · 160 holdings listed · SEC ↗

Q4 2025
Jan 14 Hunter Perkins Capital Management, LLC

$432,448 reported · 116 holdings listed · SEC ↗

Q4 2025
Jan 14 Sander Capital Advisors Inc

$209,986 reported · 12 holdings listed · SEC ↗

Q4 2025
Jan 14 A. D. Beadell Investment Counsel, Inc.

$153,988 reported · 99 holdings listed · SEC ↗

Q4 2025
Jan 14 Inflection Point Investments LLP

value not stated on cover page · SEC ↗

Q4 2025
Jan 14 Appian Way Asset Management LP

value not stated on cover page · 1 holdings listed · SEC ↗

Q4 2025
Jan 14 Capita Financial Network

value not stated on cover page · SEC ↗

Q4 2025
Jan 14 Corbett Road Capital Management, Llc

value not stated on cover page · SEC ↗

Q4 2025
Jan 14 Silchester Continuation Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 14 Banque Piguet Galland & Cie SA

value not stated on cover page · SEC ↗

Q4 2025
Jan 14 Enterprise Bank & Trust

value not stated on cover page · SEC ↗

Q4 2025
Jan 14 HSBC Global Asset Management(Taiwan)Limited

value not stated on cover page · SEC ↗

Q4 2025
Jan 14 Long Short Advisors Llc 2 reports combined amended

value not stated on cover page · SEC ↗

Jan 07–Jan 14
← Previous Page 101 / 108 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