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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
KLAR Klarna Group plc +14 +14 17
MIAX Miami International… +14 +14 17
PENG Penguin Solutions… +13 +13 18

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 10,101–10,200 of 10,432 individual filing documents

Oct 09 Baskin Financial Services Inc.

13F-HR · $1.36M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 09 Value Holdings Management Co. Llc

13F-HR · $623,823 reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 09 Norman Fields, Gottscho Capital Management, LLC

13F-HR · $312,873 reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 09 Lvm Capital Management Ltd/Mi

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

Q3 2025
Oct 09 Springhill Fund Asset Management (HK) Co Ltd

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

Q3 2025
Oct 09 Capita Financial Network

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

Q3 2025
Oct 09 Bank J. Safra Sarasin LTD

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

Q3 2025
Oct 09 Banque J. Safra Sarasin (Luxembourg) SA

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

Q3 2025
Oct 09 Voya Financial, Inc.

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

Q3 2025
Oct 09 London LGPS CIV Ltd

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

Q3 2025
Oct 09 J. Safra Sarasin Investmentfonds Ltd.

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

Q3 2025
Oct 09 J. Safra Sarasin Asset Management (Bahamas) Ltd.

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

Q3 2025
Oct 09 Bank J. Safra Sarasin (Gibraltar) Ltd

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

Q3 2025
Oct 09 Banque J.Safra Sarasin (Monaco) SA

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

Q3 2025
Oct 09 J. Safra Sarasin Asset Management (North America)…

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

Q3 2025
Oct 08 Czech National Bank

13F-HR · $14.49B reported · 503 holdings listed · SEC ↗

Q3 2025
Oct 08 Wedmont Private Capital

13F-HR · $2.69B reported · 788 holdings listed · SEC ↗

Q3 2025
Oct 08 Chesley Taft & Associates LLC

13F-HR · $2.36B reported · 348 holdings listed · SEC ↗

Q3 2025
Oct 08 Country Club Bank

13F-HR · $1.69B reported · 555 holdings listed · SEC ↗

Q3 2025
Oct 08 Legacy Private Trust Co.

13F-HR · $1.68B reported · 337 holdings listed · SEC ↗

Q3 2025
Oct 08 Fiduciary Alliance LLC

13F-HR · $1.49B reported · 501 holdings listed · SEC ↗

Q3 2025
Oct 08 Armstrong Advisory Group, Inc

13F-HR · $1.42B reported · 941 holdings listed · SEC ↗

Q3 2025
Oct 08 YHB Investment Advisors, Inc.

13F-HR · $1.37B reported · 299 holdings listed · SEC ↗

Q3 2025
Oct 08 Tompkins Financial Corp

13F-HR · $1.20B reported · 724 holdings listed · SEC ↗

Q3 2025
Oct 08 Talbot Financial, LLC

13F-HR · $1.18B reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 08 Kwmg, Llc

13F-HR · $1.14B reported · 150 holdings listed · SEC ↗

Q3 2025
Oct 08 Beacon Financial Group

13F-HR · $1.02B reported · 346 holdings listed · SEC ↗

Q3 2025
Oct 08 Teamwork Financial Advisors, LLC

13F-HR · $970.96M reported · 205 holdings listed · SEC ↗

Q3 2025
Oct 08 KWB Wealth

13F-HR · $904.73M reported · 147 holdings listed · SEC ↗

Q3 2025
Oct 08 Sendero Wealth Management, LLC

13F-HR · $853.28M reported · 295 holdings listed · 8 other managers included · SEC ↗

Q3 2025
Oct 08 Quantum Financial Advisors, LLC

13F-HR · $820.41M reported · 201 holdings listed · SEC ↗

Q3 2025
Oct 08 Patriot Financial Group Insurance Agency, LLC

13F-HR · $781.25M reported · 489 holdings listed · SEC ↗

Q3 2025
Oct 08 Financial Advisory Corp

13F-HR · $679.21M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 08 Dudley & Shanley, Inc.

13F-HR · $621.51M reported · 33 holdings listed · SEC ↗

Q3 2025
Oct 08 Ignite Planners, LLC

13F-HR · $610.47M reported · 377 holdings listed · SEC ↗

Q3 2025
Oct 08 Marshall Financial Group, LLC

13F-HR · $513.28M reported · 258 holdings listed · SEC ↗

Q3 2025
Oct 08 Asset Allocation Strategies LLC

13F-HR · $505.12M reported · 148 holdings listed · SEC ↗

Q3 2025
Oct 08 Balefire, LLC

13F-HR · $501.18M reported · 394 holdings listed · SEC ↗

Q3 2025
Oct 08 Cypress Point Wealth Management, LLC

13F-HR · $494.19M reported · 82 holdings listed · SEC ↗

Q3 2025
Oct 08 Wealth Group Ltd

13F-HR · $432.13M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 08 Ipswich Investment Management Co., Inc.

13F-HR · $428.15M reported · 185 holdings listed · 6 other managers included · SEC ↗

Q3 2025
Oct 08 Hilltop National Bank

13F-HR · $406.07M reported · 1,057 holdings listed · SEC ↗

Q3 2025
Oct 08 RDA Financial Network

13F-HR · $405.47M reported · 257 holdings listed · SEC ↗

Q3 2025
Oct 08 NatWest Group plc

13F-HR · $404.61M reported · 72 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 08 Leverty Financial Group, LLC

13F-HR · $385.23M reported · 44 holdings listed · SEC ↗

Q3 2025
Oct 08 New Capital Management LP

13F-HR · $382.66M reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 08 Carr Financial Group Corp

13F-HR · $364.20M reported · 188 holdings listed · SEC ↗

Q3 2025
Oct 08 Keystone Financial Planning, Inc.

13F-HR · $344.12M reported · 46 holdings listed · SEC ↗

Q3 2025
Oct 08 Accel Wealth Management

13F-HR · $343.78M reported · 278 holdings listed · SEC ↗

Q3 2025
Oct 08 Congress Park Capital LLC

13F-HR · $321.75M reported · 125 holdings listed · SEC ↗

Q3 2025
Oct 08 Veracity Capital LLC

13F-HR · $313.55M reported · 242 holdings listed · SEC ↗

Q3 2025
Oct 08 Towne Trust Company, N.A

13F-HR · $309.54M reported · 337 holdings listed · SEC ↗

Q3 2025
Oct 08 Bennett Selby Investments Lp

13F-HR · $302.45M reported · 80 holdings listed · SEC ↗

Q3 2025
Oct 08 Rise Advisors, LLC

13F-HR · $278.82M reported · 1,527 holdings listed · SEC ↗

Q3 2025
Oct 08 Osprey Private Wealth LLC

13F-HR · $275.21M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 08 Trinity Wealth Management, LLC

13F-HR · $266.72M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 08 Agate Pass Investment Management, LLC

13F-HR · $262.83M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 08 Daily Journal Corp

13F-HR · $262.25M reported · 4 holdings listed · SEC ↗

Q3 2025
Oct 08 Firethorn Wealth Partners, Llc

13F-HR · $255.68M reported · 191 holdings listed · SEC ↗

Q3 2025
Oct 08 Bluestem Financial Advisors, Llc

13F-HR · $255.54M reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 08 Towerpoint Wealth, LLC

13F-HR · $244.40M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 08 Genesis Private Wealth, Llc

13F-HR · $237.97M reported · 158 holdings listed · SEC ↗

Q3 2025
Oct 08 Bay Rivers Group

13F-HR · $237.50M reported · 91 holdings listed · SEC ↗

Q3 2025
Oct 08 McNaughton Wealth Management, LLC

13F-HR · $237.12M reported · 74 holdings listed · SEC ↗

Q3 2025
Oct 08 Hoffman, Alan N Investment Management

13F-HR · $229.07M reported · 15 holdings listed · SEC ↗

Q3 2025
Oct 08 Dixon Fnancial Services, Inc.

13F-HR · $219.58M reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 08 FCG Investment Co

13F-HR · $213.56M reported · 88 holdings listed · SEC ↗

Q3 2025
Oct 08 Peak Financial Advisors Llc

13F-HR · $212.83M reported · 85 holdings listed · SEC ↗

Q3 2025
Oct 08 First County Bank /CT/

13F-HR · $195.95M reported · 390 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 08 Pinnacle Wealth Management Group, Inc.

13F-HR · $195.07M reported · 129 holdings listed · SEC ↗

Q3 2025
Oct 08 Flower City Capital

13F-HR · $185.99M reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 08 Baron Financial Group, LLC

13F-HR · $182.52M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 08 General Partner, Inc.

13F-HR · $181.65M reported · 259 holdings listed · SEC ↗

Q3 2025
Oct 08 Rf&L Wealth Management, Llc

13F-HR · $170.37M reported · 60 holdings listed · SEC ↗

Q3 2025
Oct 08 Andrews, Lucia Wealth Management Llc

13F-HR · $166.00M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 08 Kure Advisory, LLC

13F-HR · $161.99M reported · 46 holdings listed · SEC ↗

Q3 2025
Oct 08 Brewster Financial Planning LLC

13F-HR · $159.01M reported · 27 holdings listed · SEC ↗

Q3 2025
Oct 08 Sterling Manor Financial, LLC

13F-HR · $158.58M reported · 35 holdings listed · SEC ↗

Q3 2025
Oct 08 ZynergyRetirementPlanningLLC

13F-HR · $158.56M reported · 28 holdings listed · SEC ↗

Q3 2025
Oct 08 Nipun Capital, L.P.

13F-HR · $158.32M reported · 7 holdings listed · SEC ↗

Q3 2025
Oct 08 Sheets Smith Investment Management

13F-HR · $154.17M reported · 137 holdings listed · SEC ↗

Q3 2025
Oct 08 Cox Capital Mgt LLC

13F-HR · $153.09M reported · 63 holdings listed · SEC ↗

Q3 2025
Oct 08 Retirement Wealth Solutions LLC

13F-HR · $152.16M reported · 831 holdings listed · SEC ↗

Q3 2025
Oct 08 Vista Finance, Llc

13F-HR · $150.60M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 08 Silvia Mccoll Wealth Management, Llc

13F-HR · $147.73M reported · 117 holdings listed · SEC ↗

Q3 2025
Oct 08 M.E. Allison & Co., Inc.

13F-HR · $143.65M reported · 178 holdings listed · SEC ↗

Q3 2025
Oct 08 Integrated Capital Management, Inc.

13F-HR · $143.46M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 08 Sherrill & Hutchins Financial Advisory, Inc

13F-HR · $138.04M reported · 12 holdings listed · SEC ↗

Q3 2025
Oct 08 Moulton Wealth Management, Inc

13F-HR · $137.49M reported · 45 holdings listed · SEC ↗

Q3 2025
Oct 08 Hedges Asset Management LLC

13F-HR · $130.55M reported · 102 holdings listed · SEC ↗

Q3 2025
Oct 08 Partnership Wealth Management, LLC

13F-HR · $129.84M reported · 70 holdings listed · SEC ↗

Q3 2025
Oct 08 Sincerus Advisory, LLC

13F-HR · $116.75M reported · 70 holdings listed · SEC ↗

Q3 2025
Oct 08 Guided Capital Wealth Management, LLC

13F-HR · $116.71M reported · 35 holdings listed · SEC ↗

Q3 2025
Oct 08 Sheets Smith Investment Management

13F-HR · $113.90M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 08 Peoples Bank/KS

13F-HR · $100.67M reported · 97 holdings listed · SEC ↗

Q3 2025
Oct 08 Charis Legacy Partners, LLC

13F-HR · $67.03M reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 08 Neumann Advisory Hong Kong Ltd

13F-HR · $393,389 reported · 8 holdings listed · SEC ↗

Q3 2025
Oct 08 Lancaster Investment Management

13F-HR · $233,281 reported · 8 holdings listed · SEC ↗

Q3 2025
Oct 08 Hartz Capital, Inc.

13F-HR · value not stated on cover page · 1 holdings listed · SEC ↗

Q3 2025
Oct 08 Gragg & Gragg L.L.P.

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

Q3 2025
← Previous Page 102 / 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