★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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
MIAX Miami International… +14 +14 17
KLAR Klarna Group plc +14 +14 17
HTFL Heartflow, Inc.… +14 +14 17
VIA +13 +13 15

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
CWAN Clearwater… -5 −7 16
TTD The Trade Desk, Inc. -5 −7 21
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
BL BlackLine, Inc. -4 −6 15

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 10,301–10,400 of 10,432 individual filing documents

Oct 06 Boston Standard Wealth Management, LLC

13F-HR · $594.70M reported · 49 holdings listed · SEC ↗

Q3 2025
Oct 06 Overbrook Management Corp

13F-HR · $555.98M reported · 45 holdings listed · SEC ↗

Q3 2025
Oct 06 SMI Advisory Services, LLC

13F-HR · $528.59M reported · 75 holdings listed · SEC ↗

Q3 2025
Oct 06 Moller Wealth Partners

13F-HR · $479.50M reported · 70 holdings listed · SEC ↗

Q3 2025
Oct 06 AssuredPartners Investment Advisors, LLC

13F-HR · $449.25M reported · 268 holdings listed · SEC ↗

Q3 2025
Oct 06 Keb Asset Management, Llc

13F-HR · $445.74M reported · 95 holdings listed · SEC ↗

Q3 2025
Oct 06 Collective Family Office Llc

13F-HR · $416.59M reported · 160 holdings listed · SEC ↗

Q3 2025
Oct 06 Old Port Advisors

13F-HR · $398.10M reported · 238 holdings listed · SEC ↗

Q3 2025
Oct 06 Windsor Capital Management, LLC

13F-HR · $362.20M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 06 Boltwood Capital Management

13F-HR · $351.77M reported · 178 holdings listed · SEC ↗

Q3 2025
Oct 06 Steph & Co

13F-HR · $327.48M reported · 315 holdings listed · SEC ↗

Q3 2025
Oct 06 Cambridge Financial Group, LLC

13F-HR · $310.71M reported · 165 holdings listed · SEC ↗

Q3 2025
Oct 06 Claris Advisors, Llc / Mo /

13F-HR · $287.61M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 06 Act Wealth Management, Llc

13F-HR · $285.30M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 06 HF Advisory Group, LLC

13F-HR · $272.32M reported · 166 holdings listed · SEC ↗

Q3 2025
Oct 06 Searcy Financial Services Inc /Adv

13F-HR · $263.09M reported · 25 holdings listed · SEC ↗

Q3 2025
Oct 06 Elevation Wealth Partners, Llc

13F-HR · $253.25M reported · 487 holdings listed · SEC ↗

Q3 2025
Oct 06 Red Spruce Capital, LLC

13F-HR · $245.27M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 06 Strathmore Capital Advisors, Inc.

13F-HR · $243.96M reported · 108 holdings listed · SEC ↗

Q3 2025
Oct 06 Peirce Capital Management, LLC

13F-HR · $240.57M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 06 Greenfield Savings Bank

13F-HR · $237.03M reported · 149 holdings listed · SEC ↗

Q3 2025
Oct 06 Alkeme Wealth, Llc

13F-HR · $231.52M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 06 Clarus Wealth Advisors

13F-HR · $226.01M reported · 86 holdings listed · SEC ↗

Q3 2025
Oct 06 New England Research & Management, Inc.

13F-HR · $217.71M reported · 146 holdings listed · SEC ↗

Q3 2025
Oct 06 Sterling Group Wealth Management, LLC

13F-HR · $201.87M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 06 Ables, Iannone, Moore & Associates, Inc.

13F-HR · $173.90M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 06 Pps&V Asset Management Consultants, Inc.

13F-HR · $173.23M reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 06 Beacon Financial Strategies CORP

13F-HR · $169.48M reported · 41 holdings listed · SEC ↗

Q3 2025
Oct 06 Baring Financial LLC

13F-HR · $146.74M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 06 Bank & Trust Co

13F-HR · $135.37M reported · 287 holdings listed · SEC ↗

Q3 2025
Oct 06 Hickory Point Bank & Trust

13F-HR · $133.79M reported · 126 holdings listed · SEC ↗

Q3 2025
Oct 06 Lwm Advisors Inc

13F-HR · $111.33M reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 06 Wisconsin Wealth Advisors, LLC

13F-HR · $105.04M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 06 City Center Advisors, LLC

13F-HR · $102.85M reported · 163 holdings listed · SEC ↗

Q3 2025
Oct 06 JBGlobal.com LLC

13F-HR · $98.17M reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 06 Puff Wealth Management, Llc

13F-HR · $65.84M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 06 Kawa Capital Management, Inc

13F-HR · $55.16M reported · 5 holdings listed · SEC ↗

Q3 2025
Oct 06 PMV Capital Advisers, LLC

13F-HR · $51.51M reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 06 WealthBridge Investment Counsel Inc.

13F-HR · $324,386 reported · 46 holdings listed · SEC ↗

Q3 2025
Oct 06 Martin Capital Partners, LLC

13F-HR · $257,801 reported · 70 holdings listed · SEC ↗

Q3 2025
Oct 06 Von Berge Wealth Management Group, LLC

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

Q3 2025
Oct 06 Nuveen Fund Advisors, LLC

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

Q3 2025
Oct 06 Barwick & Partners, Inc.

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

Q3 2025
Oct 06 BMO Family Office, LLC

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

Q3 2025
Oct 06 Tiaa Cref Investment Management Llc

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

Q3 2025
Oct 06 Teachers Advisors, Llc

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

Q3 2025
Oct 06 Nuveen Asset Management, LLC

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

Q3 2025
Oct 03 Cardinal Capital Management, Inc.

13F-HR · $3.46B reported · 77 holdings listed · SEC ↗

Q3 2025
Oct 03 Stairway Partners, LLC

13F-HR · $1.88B reported · 18 holdings listed · SEC ↗

Q3 2025
Oct 03 Aaron Wealth Advisors LLC

13F-HR · $1.69B reported · 629 holdings listed · SEC ↗

Q3 2025
Oct 03 Jackson Wealth Management, LLC

13F-HR · $1.00B reported · 168 holdings listed · SEC ↗

Q3 2025
Oct 03 HCR Wealth Advisors

13F-HR · $965.65M reported · 244 holdings listed · SEC ↗

Q3 2025
Oct 03 Summit Financial Wealth Advisors, LLC

13F-HR · $645.32M reported · 180 holdings listed · SEC ↗

Q3 2025
Oct 03 Iowa State Bank

13F-HR · $525.33M reported · 126 holdings listed · SEC ↗

Q3 2025
Oct 03 Shorepoint Capital Partners LLC

13F-HR · $502.76M reported · 184 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 03 St. Clair Advisors, LLC

13F-HR · $376.71M reported · 79 holdings listed · SEC ↗

Q3 2025
Oct 03 KFA Private Wealth Group, LLC

13F-HR · $350.10M reported · 137 holdings listed · SEC ↗

Q3 2025
Oct 03 Breakwater Investment Management

13F-HR · $271.22M reported · 530 holdings listed · SEC ↗

Q3 2025
Oct 03 IMPACTfolio, LLC

13F-HR · $231.85M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 03 Ransom Advisory, Ltd

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

Q3 2025
Oct 03 First Citizens Financial Corp

13F-HR · $202.30M reported · 138 holdings listed · SEC ↗

Q3 2025
Oct 03 Stephens Group, LLC

13F-HR · $185.44M reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 03 HFG Wealth Management, LLC

13F-HR · $183.52M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 03 Smallwood Wealth Investment Management, LLC

13F-HR · $175.26M reported · 568 holdings listed · SEC ↗

Q3 2025
Oct 03 Dominguez Wealth Management Solutions, Inc.

13F-HR · $157.98M reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 03 Dentgroup LLC

13F-HR · $154.71M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 03 Horizons Wealth Management

13F-HR · $146.80M reported · 170 holdings listed · SEC ↗

Q3 2025
Oct 03 Morangie Management LLC

13F-HR · $115.99M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 03 Luminus Management Llc

13F-HR · $111.26M reported · 20 holdings listed · SEC ↗

Q3 2025
Oct 03 West Oak Capital, LLC

13F-HR · $2.52M reported · 285 holdings listed · SEC ↗

Q3 2025
Oct 03 CIBRA Capital Ltd

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

Q3 2025
Oct 03 Magellan Investment Partners North America, Inc.

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

Q3 2025
Oct 03 Sumnicht & Associates, LLC

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

Q3 2025
Oct 02 Capital Asset Advisory Services LLC

13F-HR · $2.32B reported · 283 holdings listed · SEC ↗

Q3 2025
Oct 02 GAMMA Investing LLC

13F-HR · $1.81B reported · 3,873 holdings listed · SEC ↗

Q3 2025
Oct 02 Armstrong Henry H Associates Inc

13F-HR · $1.11B reported · 63 holdings listed · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $869.55M reported · 820 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $839.29M reported · 823 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 Central Pacific Bank - Trust Division

13F-HR · $826.74M reported · 912 holdings listed · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $791.19M reported · 806 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 First Hawaiian Bank

13F-HR · $779.65M reported · 155 holdings listed · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $764.12M reported · 810 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $726.54M reported · 816 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $717.09M reported · 786 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $660.99M reported · 792 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $608.30M reported · 798 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 Trust Co of the South

13F-HR · $602.74M reported · 137 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $596.96M reported · 840 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 Investors Research Corp

13F-HR · $540.48M reported · 870 holdings listed · SEC ↗

Q3 2025
Oct 02 Caldwell Trust Co

13F-HR · $527.96M reported · 876 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 02 TT International Asset Management LTD

13F-HR · $516.43M reported · 37 holdings listed · SEC ↗

Q3 2025
Oct 02 Aspen Wealth Management LLC

13F-HR · $450.37M reported · 107 holdings listed · SEC ↗

Q3 2025
Oct 02 Bank of New Hampshire

13F-HR · $434.13M reported · 20,552 holdings listed · SEC ↗

Q3 2025
Oct 02 Global Wealth Strategies & Associates

13F-HR · $388.90M reported · 485 holdings listed · SEC ↗

Q3 2025
Oct 02 InvesTrust

13F-HR · $273.05M reported · 95 holdings listed · SEC ↗

Q3 2025
Oct 02 Hiley Hunt Wealth Management

13F-HR · $212.55M reported · 46 holdings listed · SEC ↗

Q3 2025
Oct 02 Boyum Wealth Architects Llc

13F-HR · $162.35M reported · 56 holdings listed · SEC ↗

Q3 2025
Oct 02 St. Louis Financial Planners Asset Management, LLC

13F-HR · $155.09M reported · 37 holdings listed · SEC ↗

Q3 2025
Oct 02 McAlister, Sweet & Associates, Inc.

13F-HR · $151.43M reported · 25 holdings listed · SEC ↗

Q3 2025
Oct 02 Ahl Investment Management, Inc.

13F-HR · $146.28M reported · 68 holdings listed · SEC ↗

Q3 2025
← Previous Page 104 / 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