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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 10,401–10,500 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 09 jvl associates llc

$307.24M reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 09 Cambridge Financial Group, LLC

$287.74M reported · 169 holdings listed · SEC ↗

Q4 2025
Jan 09 Friday Financial

$283.65M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 09 Elevation Wealth Partners, Llc

$282.38M reported · 959 holdings listed · SEC ↗

Q4 2025
Jan 09 Silver Lake Advisory, LLC

$257.84M reported · 103 holdings listed · SEC ↗

Q4 2025
Jan 09 Dopkins Wealth Management, Llc

$244.81M reported · 81 holdings listed · SEC ↗

Q4 2025
Jan 09 Aurelius Family Office LLC

$232.55M reported · 48 holdings listed · SEC ↗

Q4 2025
Jan 09 Pacifica Partners Inc.

$225.06M reported · 458 holdings listed · SEC ↗

Q4 2025
Jan 09 GEM Asset Management, LLC

$224.43M reported · 107 holdings listed · SEC ↗

Q4 2025
Jan 09 FOCUS Wealth Advisors, LLC

$214.90M reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 09 Hardin Capital Partners, LLC

$211.63M reported · 132 holdings listed · SEC ↗

Q4 2025
Jan 09 Constitution Capital LLC

$211.46M reported · 64 holdings listed · SEC ↗

Q4 2025
Jan 09 Westview Management dba Westview Investment Advisors

$209.90M reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 09 Murphy, Middleton, Hinkle & Parker, Inc.

$206.67M reported · 133 holdings listed · SEC ↗

Q4 2025
Jan 09 Aull & Monroe Investment Management Corp

$199.55M reported · 120 holdings listed · SEC ↗

Q4 2025
Jan 09 IFS Advisors, LLC

$192.48M reported · 193 holdings listed · SEC ↗

Q4 2025
Jan 09 Baron Financial Group, LLC

$186.51M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 09 Rf&L Wealth Management, Llc

$178.43M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 09 Independence Wealth Advisors, LLC

$177.78M reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 09 Ptm Wealth Management, Llc

$177.21M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 09 Crocodile Capital Partners GmbH

$167.28M reported · 15 holdings listed · SEC ↗

Q4 2025
Jan 09 Capstone Wealth Management Group LLC

$165.10M reported · 129 holdings listed · SEC ↗

Q4 2025
Jan 09 ZynergyRetirementPlanningLLC

$162.53M reported · 27 holdings listed · SEC ↗

Q4 2025
Jan 09 Cultivar Capital, Inc.

$156.20M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 09 Silvia Mccoll Wealth Management, Llc

$150.46M reported · 116 holdings listed · SEC ↗

Q4 2025
Jan 09 Partnership Wealth Management, LLC

$138.93M reported · 68 holdings listed · SEC ↗

Q4 2025
Jan 09 Post Resch Tallon Group Inc.

$118.39M reported · 109 holdings listed · SEC ↗

Q4 2025
Jan 09 Lwm Advisors Inc

$113.70M reported · 29 holdings listed · SEC ↗

Q4 2025
Jan 09 SG Americas Securities, LLC

$78.32M reported · 3,598 holdings listed · SEC ↗

Q4 2025
Jan 09 Capital CS Group, LLC

$64.95M reported · 73 holdings listed · SEC ↗

Q4 2025
Jan 09 Appleton Partners Inc/Ma

$1.52M reported · 263 holdings listed · SEC ↗

Q4 2025
Jan 09 Carolinas Wealth Consulting Llc

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

Q4 2025
Jan 08 Nordea Investment Management Ab

$116.45B reported · 1,984 holdings listed · 3 other managers included · largest holding: NVDA · analysis · SEC ↗

Q4 2025
Jan 08 Wealth Enhancement Advisory Services, Llc

$73.73B reported · 3,925 holdings listed · largest holding: IVV · analysis · SEC ↗

Q4 2025
Jan 08 Sarasin & Partners LLP

$9.63B reported · 77 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 08 Gradient Investments LLC

$6.30B reported · 343 holdings listed · SEC ↗

Q4 2025
Jan 08 NorthCrest Asset Manangement, LLC

$4.48B reported · 821 holdings listed · SEC ↗

Q4 2025
Jan 08 Fulton Bank, N.A.

$2.89B reported · 1,024 holdings listed · SEC ↗

Q4 2025
Jan 08 Wedmont Private Capital

$2.88B reported · 806 holdings listed · SEC ↗

Q4 2025
Jan 08 Legacy Private Trust Co.

$1.70B reported · 344 holdings listed · SEC ↗

Q4 2025
Jan 08 Stephens Group Asset Management, Llc

$1.50B reported · 26 holdings listed · SEC ↗

Q4 2025
Jan 08 Sound View Wealth Advisors Group, LLC

$1.49B reported · 416 holdings listed · SEC ↗

Q4 2025
Jan 08 Armstrong Advisory Group, Inc

$1.48B reported · 954 holdings listed · SEC ↗

Q4 2025
Jan 08 Value Partners Investments Inc.

$1.30B reported · 100 holdings listed · SEC ↗

Q4 2025
Jan 08 Tompkins Financial Corp

$1.29B reported · 827 holdings listed · SEC ↗

Q4 2025
Jan 08 Chesapeake Asset Management Llc 10 reports combined

$1.09B reported · 2,124,700 holdings listed · SEC ↗

Jan 05–Jan 08
Jan 08 Jia Investment Alliance Pte. Ltd.

$1.09B reported · 23 holdings listed · SEC ↗

Q4 2025
Jan 08 Cooper Financial Group

$939.84M reported · 380 holdings listed · SEC ↗

Q4 2025
Jan 08 Gryphon Financial Partners LLC

$934.69M reported · 350 holdings listed · SEC ↗

Q4 2025
Jan 08 Signet Financial Management, Llc

$894.80M reported · 287 holdings listed · SEC ↗

Q4 2025
Jan 08 Grove Bank & Trust

$889.03M reported · 975 holdings listed · SEC ↗

Q4 2025
Jan 08 Occidental Asset Management, LLC

$832.26M reported · 295 holdings listed · SEC ↗

Q4 2025
Jan 08 Versant Capital Management, Inc

$797.10M reported · 2,639 holdings listed · SEC ↗

Q4 2025
Jan 08 Maridea Wealth Management LLC

$665.82M reported · 402 holdings listed · SEC ↗

Q4 2025
Jan 08 Oliver Luxxe Assets LLC

$656.93M reported · 189 holdings listed · SEC ↗

Q4 2025
Jan 08 Financial Management Network Inc

$631.96M reported · 186 holdings listed · SEC ↗

Q4 2025
Jan 08 Lincoln Capital LLC

$551.84M reported · 131 holdings listed · SEC ↗

Q4 2025
Jan 08 Goodman Financial Corp

$528.00M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 08 M. Kulyk & Associates, LLC

$523.34M reported · 107 holdings listed · SEC ↗

Q4 2025
Jan 08 Regent Peak Wealth Advisors LLC

$507.24M reported · 192 holdings listed · SEC ↗

Q4 2025
Jan 08 Moller Wealth Partners

$477.53M reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 08 DDFG, Inc

$456.80M reported · 87 holdings listed · SEC ↗

Q4 2025
Jan 08 Dagco, Inc.

$432.96M reported · 380 holdings listed · SEC ↗

Q4 2025
Jan 08 Brave Asset Management Inc

$424.81M reported · 168 holdings listed · SEC ↗

Q4 2025
Jan 08 Fermata Advisors, LLC

$416.63M reported · 218 holdings listed · SEC ↗

Q4 2025
Jan 08 Old Port Advisors

$407.36M reported · 231 holdings listed · SEC ↗

Q4 2025
Jan 08 Baker Tilly Wealth Management, Llc

$405.81M reported · 284 holdings listed · SEC ↗

Q4 2025
Jan 08 GSG Advisors LLC

$387.41M reported · 134 holdings listed · SEC ↗

Q4 2025
Jan 08 O'Keefe Stevens Advisory, Inc.

$385.33M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 08 Websterrogers Financial Advisors, Llc

$344.43M reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 08 True Wealth Design, LLC

$341.14M reported · 2,556 holdings listed · SEC ↗

Q4 2025
Jan 08 Genesis Private Wealth, Llc

$322.25M reported · 180 holdings listed · SEC ↗

Q4 2025
Jan 08 Elmwood Wealth Management, Inc.

$316.59M reported · 174 holdings listed · SEC ↗

Q4 2025
Jan 08 Bennett Selby Investments Lp

$310.52M reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 08 Adirondack Trust Co

$304.02M reported · 624 holdings listed · SEC ↗

Q4 2025
Jan 08 MKT Advisors LLC

$293.05M reported · 163 holdings listed · SEC ↗

Q4 2025
Jan 08 Hutchens & Kramer Investment Management Group, LLC

$289.50M reported · 177 holdings listed · SEC ↗

Q4 2025
Jan 08 Centerline Wealth Advisors, LLC

$276.20M reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 08 Agate Pass Investment Management, LLC

$269.17M reported · 106 holdings listed · SEC ↗

Q4 2025
Jan 08 Firethorn Wealth Partners, Llc

$267.30M reported · 190 holdings listed · SEC ↗

Q4 2025
Jan 08 Choice Wealth Advisors LLC

$252.94M reported · 33 holdings listed · SEC ↗

Q4 2025
Jan 08 Traveka Wealth, LLC

$245.64M reported · 188 holdings listed · SEC ↗

Q4 2025
Jan 08 Bayshore Asset Management, Llc

$245.02M reported · 42 holdings listed · SEC ↗

Q4 2025
Jan 08 Threadgill Financial, Llc

$242.81M reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 08 Norway Savings Bank

$216.23M reported · 177 holdings listed · SEC ↗

Q4 2025
Jan 08 Sprinkle Financial Consultants LLC

$196.84M reported · 88 holdings listed · SEC ↗

Q4 2025
Jan 08 Kearns & Associates LLC

$193.57M reported · 40 holdings listed · SEC ↗

Q4 2025
Jan 08 Sard Wealth Management Group, Llc

$182.21M reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 08 Kure Advisory, LLC

$178.80M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 08 Gridiron Partners, LLC

$175.54M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 08 Thoma Capital Management LLC

$173.58M reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 08 AdviceOne Advisory Services, LLC

$169.20M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 08 Somnio Financial Group, LLC

$151.28M reported · 14 holdings listed · SEC ↗

Q4 2025
Jan 08 Integrated Capital Management, Inc.

$150.42M reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 08 Ridgeline Wealth, LLC

$144.19M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 08 Gladwyn Financial Advisors, Inc.

$142.32M reported · 117 holdings listed · SEC ↗

Q4 2025
Jan 08 Pine Haven Investment Counsel, Inc

$140.55M reported · 116 holdings listed · SEC ↗

Q4 2025
Jan 08 Spartan Planning & Wealth Management

$135.53M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 08 Sincerus Advisory, LLC

$126.68M reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 08 Sentinel Wealth Management, Inc.

$120.59M reported · 38 holdings listed · SEC ↗

Q4 2025
← Previous Page 105 / 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