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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
KLAR Klarna Group plc +14 +14 17
MIAX Miami International… +14 +14 17
HTFL Heartflow, Inc.… +14 +14 17
FLY Firefly Aerospace… +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
TTD The Trade Desk, Inc. -5 −7 21
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
GGAL Grupo Financiero… -5 −6 11
UNIT Uniti Group Inc. -5 −6 14
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 10,201–10,300 of 10,432 individual filing documents

Oct 08 Banque Piguet Galland & Cie SA

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

Q3 2025
Oct 08 Tompkins Community Bank

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

Q3 2025
Oct 08 Newfound Research LLC

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

Q3 2025
Oct 08 Coutts & Co

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

Q3 2025
Oct 07 Assenagon Asset Management S.A.

13F-HR · $73.12B reported · 1,160 holdings listed · analysis · SEC ↗

Q3 2025
Oct 07 Union Bancaire Privee, UBP SA

13F-HR · $7.04B reported · 488 holdings listed · SEC ↗

Q3 2025
Oct 07 RPOA Advisors, Inc.

13F-HR · $3.93B reported · 6 holdings listed · SEC ↗

Q3 2025
Oct 07 Salem Investment Counselors Inc

13F-HR · $3.49B reported · 1,214 holdings listed · SEC ↗

Q3 2025
Oct 07 St Germain D J Co Inc

13F-HR · $2.50B reported · 899 holdings listed · SEC ↗

Q3 2025
Oct 07 Thurston, Springer, Miller, Herd & Titak, Inc.

13F-HR · $2.49B reported · 201,753 holdings listed · SEC ↗

Q3 2025
Oct 07 Acropolis Investment Management, LLC

13F-HR · $1.97B reported · 266 holdings listed · SEC ↗

Q3 2025
Oct 07 Quintet Private Bank (Europe) S.A.

13F-HR · $1.78B reported · 194 holdings listed · SEC ↗

Q3 2025
Oct 07 Lbmc Investment Advisors, Llc

13F-HR · $1.57B reported · 236 holdings listed · SEC ↗

Q3 2025
Oct 07 Stephens Group Asset Management, Llc

13F-HR · $1.48B reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 07 Sonora Investment Management Group, LLC

13F-HR · $1.41B reported · 304 holdings listed · SEC ↗

Q3 2025
Oct 07 Traphagen Investment Advisors Llc

13F-HR · $1.16B reported · 192 holdings listed · SEC ↗

Q3 2025
Oct 07 Woodstock Corp

13F-HR · $1.15B reported · 157 holdings listed · SEC ↗

Q3 2025
Oct 07 Canandaigua National Bank & Trust Co

13F-HR · $1.14B reported · 323 holdings listed · SEC ↗

Q3 2025
Oct 07 Northside Capital Management, LLC

13F-HR · $1.10B reported · 200 holdings listed · SEC ↗

Q3 2025
Oct 07 Jia Investment Alliance Pte. Ltd.

13F-HR · $1.00B reported · 22 holdings listed · SEC ↗

Q3 2025
Oct 07 Cooper Financial Group

13F-HR · $903.48M reported · 385 holdings listed · SEC ↗

Q3 2025
Oct 07 Graves Light Lenhart Wealth, Inc.

13F-HR · $901.14M reported · 193 holdings listed · SEC ↗

Q3 2025
Oct 07 Sanders Morris Harris Llc

13F-HR · $758.18M reported · 310 holdings listed · SEC ↗

Q3 2025
Oct 07 Cullen Investment Group, Ltd.

13F-HR · $756.24M reported · 175 holdings listed · SEC ↗

Q3 2025
Oct 07 Mirador Capital Partners LP

13F-HR · $705.38M reported · 216 holdings listed · SEC ↗

Q3 2025
Oct 07 Kfg Wealth Management, Llc

13F-HR · $692.57M reported · 205 holdings listed · SEC ↗

Q3 2025
Oct 07 Thrive Wealth Management, LLC

13F-HR · $662.97M reported · 240 holdings listed · SEC ↗

Q3 2025
Oct 07 Oak Thistle LLC

13F-HR · $656.04M reported · 447 holdings listed · SEC ↗

Q3 2025
Oct 07 Montecito Bank & Trust

13F-HR · $643.86M reported · 449 holdings listed · SEC ↗

Q3 2025
Oct 07 TCP Asset Management, LLC

13F-HR · $560.51M reported · 113 holdings listed · SEC ↗

Q3 2025
Oct 07 Lynch & Associates/In

13F-HR · $517.85M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 07 Renaissance Investment Group LLC

13F-HR · $493.68M reported · 78 holdings listed · SEC ↗

Q3 2025
Oct 07 McLean Asset Management Corp

13F-HR · $485.35M reported · 168 holdings listed · SEC ↗

Q3 2025
Oct 07 Wiser Wealth Management, Inc

13F-HR · $437.36M reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 07 Sage Capital Advisors,llc

13F-HR · $420.50M reported · 131 holdings listed · SEC ↗

Q3 2025
Oct 07 Doliver Advisors, Lp

13F-HR · $386.53M reported · 175 holdings listed · SEC ↗

Q3 2025
Oct 07 Channel Wealth Llc

13F-HR · $373.87M reported · 174 holdings listed · SEC ↗

Q3 2025
Oct 07 Sicart Associates LLC

13F-HR · $369.09M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 07 Proathlete Wealth Management Llc

13F-HR · $347.40M reported · 300 holdings listed · SEC ↗

Q3 2025
Oct 07 Trinity Financial Advisors LLC

13F-HR · $346.28M reported · 102 holdings listed · SEC ↗

Q3 2025
Oct 07 EWG Elevate Inc.

13F-HR · $320.01M reported · 119 holdings listed · SEC ↗

Q3 2025
Oct 07 StrongBox Wealth, LLC

13F-HR · $295.53M reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 07 GFG Capital, LLC

13F-HR · $289.53M reported · 92 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 07 First International Bank & Trust

13F-HR · $287.72M reported · 84 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 07 Walker Financial Services, Inc.

13F-HR · $257.08M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 07 Friday Financial

13F-HR · $238.82M reported · 91 holdings listed · SEC ↗

Q3 2025
Oct 07 Carolina Wealth Advisors, LLC

13F-HR · $231.52M reported · 232 holdings listed · SEC ↗

Q3 2025
Oct 07 Eastover Investment Advisors LLC

13F-HR · $229.98M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 07 Catalyst Private Wealth, Llc

13F-HR · $227.80M reported · 80 holdings listed · SEC ↗

Q3 2025
Oct 07 Ransom Advisory, Ltd

13F-HR/A · $222.01M reported · 301 holdings listed · SEC ↗

Q3 2025
Oct 07 Team Financial Group, LLC

13F-HR · $215.77M reported · 257 holdings listed · SEC ↗

Q3 2025
Oct 07 Heritage Family Offices, LLP

13F-HR · $214.91M reported · 197 holdings listed · SEC ↗

Q3 2025
Oct 07 FOCUS Wealth Advisors, LLC

13F-HR · $208.07M reported · 58 holdings listed · SEC ↗

Q3 2025
Oct 07 Norway Savings Bank

13F-HR · $206.79M reported · 176 holdings listed · SEC ↗

Q3 2025
Oct 07 Threadgill Financial, Llc

13F-HR · $206.26M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 07 Wynn Capital, LLC

13F-HR · $206.07M reported · 110 holdings listed · SEC ↗

Q3 2025
Oct 07 Spring Capital Management, Llc

13F-HR · $204.23M reported · 49 holdings listed · SEC ↗

Q3 2025
Oct 07 Werlinich Asset Management, LLC

13F-HR · $201.28M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 07 Orser Capital Management, Llc

13F-HR · $190.14M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 07 Hardin Capital Partners, LLC

13F-HR · $186.45M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 07 Ervin Investment Management, LLC

13F-HR · $174.72M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 07 Hamilton Lane Advisors Llc

13F-HR · $173.89M reported · 20 holdings listed · SEC ↗

Q3 2025
Oct 07 Defined Wealth Management, Llc

13F-HR · $172.23M reported · 106 holdings listed · SEC ↗

Q3 2025
Oct 07 Silverberg Bernstein Capital Management LLC

13F-HR · $164.79M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 07 Atmos Advisory, Llc

13F-HR · $164.11M reported · 20 holdings listed · SEC ↗

Q3 2025
Oct 07 Grant Private Wealth Management Inc

13F-HR · $162.11M reported · 141 holdings listed · SEC ↗

Q3 2025
Oct 07 Element Squared LLC

13F-HR · $160.40M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 07 Graphene Investments SAS

13F-HR · $158.13M reported · 44 holdings listed · SEC ↗

Q3 2025
Oct 07 1620 Investment Advisors, Inc.

13F-HR · $147.28M reported · 649 holdings listed · SEC ↗

Q3 2025
Oct 07 Nova Wealth Management, Inc.

13F-HR · $142.01M reported · 588 holdings listed · SEC ↗

Q3 2025
Oct 07 Family Legacy Financial Solutions, LLC

13F-HR · $130.63M reported · 258 holdings listed · SEC ↗

Q3 2025
Oct 07 First Community Trust Na

13F-HR · $129.22M reported · 340 holdings listed · SEC ↗

Q3 2025
Oct 07 Canandaigua National Trust Co of Florida

13F-HR · $126.23M reported · 106 holdings listed · SEC ↗

Q3 2025
Oct 07 Freestate Advisors LLC

13F-HR · $119.22M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 07 New Covenant Trust Company, N.A.

13F-HR · $107.41M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 07 Infinity Wealth Counsel, LLC

13F-HR · $103.18M reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 07 Mkd Wealth Coaches, Llc

13F-HR · $100.37M reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 07 Key Colony Management, LLC

13F-HR · $73.71M reported · 5 holdings listed · SEC ↗

Q3 2025
Oct 07 Chickasaw Capital Management Llc

13F-HR · $2.45M reported · 93 holdings listed · SEC ↗

Q3 2025
Oct 07 Polunin Capital Partners Ltd

13F-HR · $680,046 reported · 24 holdings listed · SEC ↗

Q3 2025
Oct 07 Sawyer & Company, Inc

13F-HR · $277,858 reported · 195 holdings listed · SEC ↗

Q3 2025
Oct 07 LBJ Family Wealth Advisors, Ltd.

13F-HR · $183,401 reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 06 Gradient Investments LLC

13F-HR · $5.99B reported · 369 holdings listed · SEC ↗

Q3 2025
Oct 06 Orgel Wealth Management, LLC

13F-HR · $4.38B reported · 88 holdings listed · SEC ↗

Q3 2025
Oct 06 Venture Visionary Partners LLC

13F-HR · $2.91B reported · 641 holdings listed · SEC ↗

Q3 2025
Oct 06 TruWealth Advisors, LLC

13F-HR · $1.98B reported · 182 holdings listed · SEC ↗

Q3 2025
Oct 06 Fragasso Financial Advisors Inc

13F-HR · $1.60B reported · 285 holdings listed · SEC ↗

Q3 2025
Oct 06 Moody National Bank Trust Division

13F-HR · $1.18B reported · 792 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 06 Nilsine Partners, LLC

13F-HR · $1.11B reported · 399 holdings listed · SEC ↗

Q3 2025
Oct 06 Heartwood Wealth Advisors LLC

13F-HR · $1.07B reported · 631 holdings listed · SEC ↗

Q3 2025
Oct 06 ARS Wealth Advisors Group, LLC

13F-HR · $1.01B reported · 190 holdings listed · SEC ↗

Q3 2025
Oct 06 Trust Co

13F-HR · $977.70M reported · 398 holdings listed · SEC ↗

Q3 2025
Oct 06 Grove Bank & Trust

13F-HR · $854.77M reported · 953 holdings listed · SEC ↗

Q3 2025
Oct 06 Insight Wealth Strategies, LLC

13F-HR · $848.75M reported · 171 holdings listed · SEC ↗

Q3 2025
Oct 06 Destiny Wealth Partners, LLC

13F-HR · $816.28M reported · 205 holdings listed · SEC ↗

Q3 2025
Oct 06 Inspirion Wealth Advisors, Llc

13F-HR · $714.56M reported · 150 holdings listed · SEC ↗

Q3 2025
Oct 06 NWF Advisory Services Inc.

13F-HR · $687.80M reported · 344 holdings listed · SEC ↗

Q3 2025
Oct 06 Caldwell Trust Co

13F-HR · $654.81M reported · 875 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 06 NWF Advisory Services Inc.

13F-HR · $628.63M reported · 326 holdings listed · SEC ↗

Q3 2025
Oct 06 NWF Advisory Services Inc.

13F-HR · $598.76M reported · 336 holdings listed · SEC ↗

Q3 2025
← Previous Page 103 / 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