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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
WLTH Wealthfront… +17 +18 45
LLYVA Liberty Live Group +17 +18 100

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 11,282 individual filing documents

Jan 20 Pine Harbor Wealth Management, LLC

13F-HR · $326.31M reported · 106 holdings listed · SEC ↗

Q4 2025
Jan 20 Moseley Investment Management Inc

13F-HR · $323.61M reported · 165 holdings listed · SEC ↗

Q4 2025
Jan 20 Guardian Wealth Management, LLC

13F-HR · $315.43M reported · 29 holdings listed · SEC ↗

Q4 2025
Jan 20 Realta Investment Advisors

13F-HR · $305.51M reported · 346 holdings listed · SEC ↗

Q4 2025
Jan 20 Investment Research & Advisory Group, Inc.

13F-HR · $302.07M reported · 276 holdings listed · SEC ↗

Q4 2025
Jan 20 Hall Laurie J Trustee

13F-HR · $300.92M reported · 277 holdings listed · 15 other managers included · SEC ↗

Q4 2025
Jan 20 Town & Country Bank & Trust CO dba First Bankers…

13F-HR · $297.47M reported · 144 holdings listed · SEC ↗

Q4 2025
Jan 20 Kenora Financial, LLC

13F-HR · $297.33M reported · 129 holdings listed · SEC ↗

Q4 2025
Jan 20 Lazari Capital Management, Inc.

13F-HR · $296.98M reported · 165 holdings listed · SEC ↗

Q4 2025
Jan 20 Maryland Capital Advisors Inc.

13F-HR · $295.49M reported · 271 holdings listed · SEC ↗

Q4 2025
Jan 20 Greenbush Financial Group, LLC

13F-HR · $294.07M reported · 34 holdings listed · SEC ↗

Q4 2025
Jan 20 Wealth Management Associates, Inc.

13F-HR · $287.51M reported · 235 holdings listed · SEC ↗

Q4 2025
Jan 20 Miller Wealth Advisors, Llc

13F-HR · $270.72M reported · 137 holdings listed · SEC ↗

Q4 2025
Jan 20 Miller Wealth Advisors, Llc

13F-HR/A · $270.67M reported · 136 holdings listed · SEC ↗

Q4 2025
Jan 20 Palisades Investment Partners, LLC

13F-HR · $264.72M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 20 Global Trust Asset Management, LLC

13F-HR · $253.28M reported · 481 holdings listed · SEC ↗

Q4 2025
Jan 20 Hubbell Strickland Wealth Management, LLC

13F-HR · $248.55M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 20 Reliant Investment Management, LLC

13F-HR · $246.67M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 20 YANKCOM Partnership

13F-HR · $235.19M reported · 654 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 20 NavPoint Financial, Inc.

13F-HR · $233.97M reported · 72 holdings listed · SEC ↗

Q4 2025
Jan 20 Midwest Financial Group LLC

13F-HR · $226.36M reported · 123 holdings listed · SEC ↗

Q4 2025
Jan 20 Blue Square Asset Management, Llc

13F-HR · $225.25M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 20 Hippocratic Financial Advisors, LLC

13F-HR · $216.93M reported · 28 holdings listed · SEC ↗

Q4 2025
Jan 20 Citrine Capital LLC

13F-HR · $215.41M reported · 46 holdings listed · SEC ↗

Q4 2025
Jan 20 eCIO, Inc.

13F-HR · $214.73M reported · 192 holdings listed · SEC ↗

Q4 2025
Jan 20 Pflug Koory, LLC

13F-HR · $214.32M reported · 418 holdings listed · SEC ↗

Q4 2025
Jan 20 Crown Oak Advisors, LLC

13F-HR · $210.82M reported · 23 holdings listed · SEC ↗

Q4 2025
Jan 20 McBroom & Associates, LLC

13F-HR · $205.79M reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 20 HMV Wealth Advisors, LLC

13F-HR · $199.89M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 20 Prospera Capital Management, LLC

13F-HR · $198.18M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 20 Arta Finance Wealth Management LLC

13F-HR · $196.02M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 20 Coign Capital Advisors LLC

13F-HR · $191.01M reported · 81 holdings listed · SEC ↗

Q4 2025
Jan 20 Income Research & Management

13F-HR · $190.39M reported · 32 holdings listed · SEC ↗

Q4 2025
Jan 20 Pullen Investment Management, LLC

13F-HR · $189.87M reported · 97 holdings listed · SEC ↗

Q4 2025
Jan 20 Trust Investment Advisors

13F-HR · $187.86M reported · 91 holdings listed · SEC ↗

Q4 2025
Jan 20 Sylvest Advisors, LLC

13F-HR · $187.45M reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 20 Whalen Wealth Management Inc.

13F-HR · $186.27M reported · 188 holdings listed · SEC ↗

Q4 2025
Jan 20 Element Squared LLC

13F-HR · $184.29M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 20 Cromwell Holdings LLC

13F-HR · $183.24M reported · 1,494 holdings listed · SEC ↗

Q4 2025
Jan 20 Hamilton Lane Advisors Llc

13F-HR · $181.52M reported · 26 holdings listed · SEC ↗

Q4 2025
Jan 20 Northland Capital Management LLC

13F-HR · $178.54M reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 20 Fearless Solutions, LLC dba Best Invest

13F-HR · $165.06M reported · 121 holdings listed · SEC ↗

Q4 2025
Jan 20 GraniteShares Advisors LLC

13F-HR · $164.65M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 20 Three Magnolias Financial Advisors, LLC

13F-HR · $160.98M reported · 105 holdings listed · SEC ↗

Q4 2025
Jan 20 Sugar Maple Asset Management, LLC

13F-HR · $148.73M reported · 86 holdings listed · SEC ↗

Q4 2025
Jan 20 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

13F-HR · $143.82M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 20 Roger Wittlin Investment Advisory, LLC

13F-HR · $142.99M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 20 Park Capital Management, LLC / WI

13F-HR · $139.73M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 20 BAM Wealth Management, LLC

13F-HR · $138.28M reported · 255 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 20 Mendota Financial Group, LLC

13F-HR · $137.40M reported · 100 holdings listed · SEC ↗

Q4 2025
Jan 20 J2 Capital Management Inc

13F-HR · $137.07M reported · 119 holdings listed · SEC ↗

Q4 2025
Jan 20 Capstone Wealth Management, LLC

13F-HR · $137.04M reported · 48 holdings listed · SEC ↗

Q4 2025
Jan 20 Cooksen Wealth, LLC

13F-HR · $136.71M reported · 45 holdings listed · SEC ↗

Q4 2025
Jan 20 Sierra Legacy Group

13F-HR · $136.22M reported · 72 holdings listed · SEC ↗

Q4 2025
Jan 20 White & Co Financial Planning Inc

13F-HR · $133.76M reported · 19 holdings listed · SEC ↗

Q4 2025
Jan 20 Westwood Wealth Management

13F-HR · $133.04M reported · 106 holdings listed · SEC ↗

Q4 2025
Jan 20 Rainier Family Wealth Inc

13F-HR · $132.69M reported · 91 holdings listed · SEC ↗

Q4 2025
Jan 20 LifePlan Financial, LLC

13F-HR · $130.39M reported · 86 holdings listed · SEC ↗

Q4 2025
Jan 20 Family Legacy Financial Solutions, LLC

13F-HR · $129.72M reported · 54 holdings listed · SEC ↗

Q4 2025
Jan 20 BXM Wealth LLC

13F-HR · $129.69M reported · 136 holdings listed · SEC ↗

Q4 2025
Jan 20 ASL Financial, LLC

13F-HR · $127.27M reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 20 Orca Investment Management, LLC

13F-HR · $126.95M reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 20 Madison Park Capital Advisors, LLC

13F-HR · $123.23M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 20 Semitam Bonam Llc

13F-HR · $120.08M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 20 Boyce & Associates Wealth Consulting, Inc.

13F-HR · $119.31M reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 20 Stewardship Concepts Financial Services Llc

13F-HR · $118.58M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 20 Chatterton & Associates Inc.

13F-HR · $116.78M reported · 84 holdings listed · SEC ↗

Q4 2025
Jan 20 Main Line Retirement Advisors, LLC

13F-HR · $115.10M reported · 37 holdings listed · SEC ↗

Q4 2025
Jan 20 HBE Wealth Management, LLC

13F-HR · $106.30M reported · 48 holdings listed · SEC ↗

Q4 2025
Jan 20 Payne Capital LLC

13F-HR · $98.22M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 20 Partners Wealth Management, Llc

13F-HR · $95.74M reported · 107 holdings listed · SEC ↗

Q4 2025
Jan 20 October Effect Ltd

13F-HR · $90.79M reported · 61 holdings listed · SEC ↗

Q4 2025
Jan 20 Sullivan Wood Capital Management LLC

13F-HR · $66.30M reported · 22 holdings listed · SEC ↗

Q4 2025
Jan 20 Myriad Asset Management US LP

13F-HR · $59.71M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 20 Corundum Trust Company, INC

13F-HR · $43.93M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 20 FLP Wealth Management, LLC

13F-HR · $42.41M reported · 64 holdings listed · SEC ↗

Q4 2025
Jan 20 KBC Group NV

13F-HR · $41.70M reported · 2,361 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Jan 20 Analyst IMS Investment Management Services Ltd.

13F-HR · $3.43M reported · 198 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 20 Sara-Bay Financial

13F-HR · $3.18M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 20 Cohalo Advisory LLC

13F-HR · $1.35M reported · 13 holdings listed · SEC ↗

Q4 2025
Jan 20 Harbor Capital Advisors, Inc.

13F-HR · $1.29M reported · 1,323 holdings listed · SEC ↗

Q4 2025
Jan 20 QV Investors Inc.

13F-HR · $1.22M reported · 64 holdings listed · SEC ↗

Q4 2025
Jan 20 Hanson & Doremus Investment Management

13F-HR · $831,941 reported · 484 holdings listed · SEC ↗

Q4 2025
Jan 20 Cigna Investments Inc /New

13F-HR · $693,384 reported · 463 holdings listed · 8 other managers included · SEC ↗

Q4 2025
Jan 20 Polunin Capital Partners Ltd

13F-HR · $649,082 reported · 24 holdings listed · SEC ↗

Q4 2025
Jan 20 Packer & Co Ltd

13F-HR · $375,596 reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 20 SS&H Financial Advisors, Inc.

13F-HR · $342,718 reported · 125 holdings listed · SEC ↗

Q4 2025
Jan 20 Alken Asset Management Ltd

13F-HR · $61,299 reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 20 Pendal Group Ltd

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

Q4 2025
Jan 20 Carrhae Capital (DIFC) Ltd

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

Q4 2025
Jan 20 HSBC Global Asset Management (Hong Kong) Ltd

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

Q4 2025
Jan 20 Perpetual Investment Management Ltd

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

Q4 2025
Jan 20 Alera Investment Advisors, LLC

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

Q4 2025
Jan 20 Analyst Provident Funds Ltd.

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

Q4 2025
Jan 20 Highland Associates Inc

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

Q4 2025
Jan 20 JOHCM (USA) Inc

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

Q4 2025
Jan 20 Analyst I.M.S. Mutual Funds Management

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

Q4 2025
Jan 20 Roundhill Financial Inc.

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

Q4 2025
Jan 20 Regions Investment Management, Inc.

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

Q4 2025
Jan 20 J O Hambro Capital Management Ltd

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

Q4 2025
← Previous Page 101 / 113 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