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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
ALH Alliance Laundry… +18 +19 66
NP +18 +19 43
LLYVA Liberty Live Group +17 +18 100
WLTH Wealthfront… +17 +18 45

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 11,282 individual filing documents

Jan 15 Cannon Advisors, Inc.

13F-HR · $141.77M reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 15 JP Wealth Management, Inc.

13F-HR · $141.47M reported · 15 holdings listed · SEC ↗

Q4 2025
Jan 15 Avant Financial Advisors LLC

13F-HR · $139.14M reported · 67 holdings listed · SEC ↗

Q4 2025
Jan 15 Shum Financial Group, Inc.

13F-HR · $138.83M reported · 92 holdings listed · SEC ↗

Q4 2025
Jan 15 Polaris Investment Advisors, LLC

13F-HR · $138.36M reported · 73 holdings listed · SEC ↗

Q4 2025
Jan 15 Elser Financial Planning, Inc

13F-HR · $138.27M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 15 ADG Wealth Management Group, LLC

13F-HR · $132.01M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 15 Paller Financial Services Inc

13F-HR · $124.74M reported · 45 holdings listed · SEC ↗

Q4 2025
Jan 15 Lord & Richards Wealth Management, LLC

13F-HR · $116.44M reported · 288 holdings listed · SEC ↗

Q4 2025
Jan 15 Sherman Wealth Management LLC

13F-HR/A · $115.13M reported · 77 holdings listed · SEC ↗

Q4 2025
Jan 15 Powerhouse Assets LLC

13F-HR · $113.71M reported · 54 holdings listed · SEC ↗

Q4 2025
Jan 15 Cassilly Financial Group LLC

13F-HR · $113.13M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 15 DB Fitzpatrick & Co, Inc

13F-HR · $112.51M reported · 100 holdings listed · SEC ↗

Q4 2025
Jan 15 Infinity Wealth Counsel, LLC

13F-HR · $109.77M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 15 Haven Capital Group, Inc.

13F-HR · $106.61M reported · 34 holdings listed · SEC ↗

Q4 2025
Jan 15 Pacific Capital Partners Ltd

13F-HR · $94.16M reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 15 Xena Financial Planning, LLC

13F-HR · $85.16M reported · 35 holdings listed · SEC ↗

Q4 2025
Jan 15 Retireful, LLC

13F-HR · $79.73M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 15 Savior LLC

13F-HR · $27.69M reported · 21 holdings listed · SEC ↗

Q4 2025
Jan 15 Mn Services Vermogensbeheer B.V.

13F-HR · $16.25M reported · 442 holdings listed · SEC ↗

Q4 2025
Jan 15 WealthNavi Inc.

13F-HR · $11.32M reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 15 Foster & Motley Inc

13F-HR · $1.88M reported · 387 holdings listed · SEC ↗

Q4 2025
Jan 15 Euro Pacific Asset Management, LLC

13F-HR · $900,932 reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 15 Polianta Ltd

13F-HR · $764,174 reported · 86 holdings listed · SEC ↗

Q4 2025
Jan 15 Aquamarine Zurich AG

13F-HR · $147,543 reported · 7 holdings listed · SEC ↗

Q4 2025
Jan 15 Allspring Funds Management, LLC

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

Q4 2025
Jan 15 Brighthouse Investment Advisers, LLC

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

Q4 2025
Jan 15 Allspring Global Investments, LLC

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

Q4 2025
Jan 14 Exchange Traded Concepts, Llc

13F-HR · $13.14B reported · 2,704 holdings listed · 20 other managers included · SEC ↗

Q4 2025
Jan 14 Canoe Financial LP

13F-HR · $7.36B reported · 110 holdings listed · SEC ↗

Q4 2025
Jan 14 Eastern Bank

13F-HR · $5.80B reported · 1,584 holdings listed · SEC ↗

Q4 2025
Jan 14 Wedge Capital Management L L P/Nc

13F-HR · $5.57B reported · 511 holdings listed · SEC ↗

Q4 2025
Jan 14 Wealthcare Advisory Partners LLC

13F-HR · $5.09B reported · 1,066 holdings listed · SEC ↗

Q4 2025
Jan 14 Catterton Management Company, L.L.C.

13F-HR · $4.84B reported · 3 holdings listed · SEC ↗

Q4 2025
Jan 14 Yarbrough Capital, LLC

13F-HR · $3.21B reported · 158 holdings listed · SEC ↗

Q4 2025
Jan 14 Donaldson Capital Management, Llc

13F-HR · $3.14B reported · 231 holdings listed · SEC ↗

Q4 2025
Jan 14 Pallas Capital Advisors LLC

13F-HR · $3.03B reported · 882 holdings listed · SEC ↗

Q4 2025
Jan 14 Spire Wealth Management

13F-HR · $2.99B reported · 2,456 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 14 Hennion & Walsh Asset Management, Inc.

13F-HR · $2.90B reported · 930 holdings listed · SEC ↗

Q4 2025
Jan 14 Chesley Taft & Associates LLC

13F-HR · $2.53B reported · 624 holdings listed · SEC ↗

Q4 2025
Jan 14 Waldron Private Wealth LLC

13F-HR · $2.53B reported · 325 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Jan 14 Beacon Investment Advisory Services, Inc.

13F-HR · $2.45B reported · 262 holdings listed · SEC ↗

Q4 2025
Jan 14 Bell Bank

13F-HR · $2.34B reported · 236 holdings listed · SEC ↗

Q4 2025
Jan 14 Acropolis Investment Management, LLC

13F-HR · $2.22B reported · 297 holdings listed · SEC ↗

Q4 2025
Jan 14 Generate Investment Management Ltd

13F-HR · $2.19B reported · 92 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 14 Goelzer Investment Management, Inc.

13F-HR · $2.16B reported · 271 holdings listed · SEC ↗

Q4 2025
Jan 14 Jfs Wealth Advisors, Llc

13F-HR · $1.78B reported · 1,922 holdings listed · SEC ↗

Q4 2025
Jan 14 Clarius Group, LLC

13F-HR · $1.75B reported · 384 holdings listed · SEC ↗

Q4 2025
Jan 14 Generali Investments CEE, investicni spolecnost…

13F-HR · $1.42B reported · 396 holdings listed · SEC ↗

Q4 2025
Jan 14 Kmg Fiduciary Partners, Llc

13F-HR · $1.41B reported · 262 holdings listed · SEC ↗

Q4 2025
Jan 14 Petredis Investment Advisors Llc

13F-HR · $1.28B reported · 112 holdings listed · SEC ↗

Q4 2025
Jan 14 J. L. Bainbridge & Co., Inc.

13F-HR · $1.24B reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 14 Waycross Partners, Llc

13F-HR · $1.22B reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 14 Woodstock Corp

13F-HR · $1.17B reported · 156 holdings listed · SEC ↗

Q4 2025
Jan 14 UNICOM Systems, Inc.

13F-HR · $1.02B reported · 22 holdings listed · SEC ↗

Q4 2025
Jan 14 LVW Advisors, LLC

13F-HR · $986.57M reported · 341 holdings listed · SEC ↗

Q4 2025
Jan 14 Stillwater Capital Advisors, LLC

13F-HR · $930.39M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 14 Redhawk Wealth Advisors, Inc.

13F-HR · $891.77M reported · 366 holdings listed · SEC ↗

Q4 2025
Jan 14 Moisand Fitzgerald Tamayo, LLC

13F-HR · $885.55M reported · 517 holdings listed · SEC ↗

Q4 2025
Jan 14 Romano Brothers And Company

13F-HR · $879.95M reported · 314 holdings listed · SEC ↗

Q4 2025
Jan 14 Embree Financial Group

13F-HR · $815.67M reported · 250 holdings listed · SEC ↗

Q4 2025
Jan 14 Johnson Bixby & Associates, LLC

13F-HR · $806.80M reported · 123 holdings listed · SEC ↗

Q4 2025
Jan 14 Thompson Investment Management, Inc.

13F-HR · $797.72M reported · 526 holdings listed · SEC ↗

Q4 2025
Jan 14 Pathway Financial Advisors LLC

13F-HR · $795.98M reported · 147 holdings listed · SEC ↗

Q4 2025
Jan 14 Wallington Asset Management, LLC

13F-HR · $788.40M reported · 73 holdings listed · SEC ↗

Q4 2025
Jan 14 Accurate Wealth Management, LLC

13F-HR · $788.01M reported · 504 holdings listed · SEC ↗

Q4 2025
Jan 14 Mechanics Bank Trust Department

13F-HR · $763.65M reported · 360 holdings listed · SEC ↗

Q4 2025
Jan 14 Greenfield FTC, Inc.

13F-HR · $760.39M reported · 3 holdings listed · SEC ↗

Q4 2025
Jan 14 Lineweaver Wealth Advisors, LLC

13F-HR · $738.77M reported · 180 holdings listed · SEC ↗

Q4 2025
Jan 14 Mirador Capital Partners LP

13F-HR · $729.51M reported · 204 holdings listed · SEC ↗

Q4 2025
Jan 14 Cypress Wealth Services, LLC

13F-HR · $722.66M reported · 389 holdings listed · SEC ↗

Q4 2025
Jan 14 Eagle Rock Investment Company, Llc

13F-HR · $708.81M reported · 162 holdings listed · SEC ↗

Q4 2025
Jan 14 Enclave Advisors LLC

13F-HR · $705.69M reported · 124 holdings listed · SEC ↗

Q4 2025
Jan 14 Chatham Capital Group, Inc.

13F-HR · $702.81M reported · 198 holdings listed · SEC ↗

Q4 2025
Jan 14 Northwest Wealth Management, Llc

13F-HR · $635.52M reported · 250 holdings listed · SEC ↗

Q4 2025
Jan 14 Sky Investment Group LLC

13F-HR · $605.41M reported · 142 holdings listed · SEC ↗

Q4 2025
Jan 14 ORG Partners LLC

13F-HR · $568.00M reported · 37,789 holdings listed · SEC ↗

Q4 2025
Jan 14 Matthew Goff Investment Advisor, LLC

13F-HR · $564.22M reported · 87 holdings listed · SEC ↗

Q4 2025
Jan 14 Leonard Rickey Investment Advisors P.L.L.C.

13F-HR · $553.05M reported · 117 holdings listed · SEC ↗

Q4 2025
Jan 14 Usa Financial Formulas

13F-HR · $549.63M reported · 414 holdings listed · SEC ↗

Q4 2025
Jan 14 AA Financial Advisors, LLC

13F-HR · $540.99M reported · 208 holdings listed · SEC ↗

Q4 2025
Jan 14 Global View Capital Management LLC

13F-HR · $536.50M reported · 137 holdings listed · SEC ↗

Q4 2025
Jan 14 Conrad Siegel Investment Advisors, Inc.

13F-HR · $527.25M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 14 TrueMark Investments, LLC

13F-HR · $523.50M reported · 240 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Jan 14 Southland Equity Partners LLC

13F-HR · $506.69M reported · 256 holdings listed · SEC ↗

Q4 2025
Jan 14 Chemung Canal Trust Co

13F-HR · $505.16M reported · 206 holdings listed · SEC ↗

Q4 2025
Jan 14 Praetorian Wealth Management, Inc.

13F-HR · $503.71M reported · 74 holdings listed · SEC ↗

Q4 2025
Jan 14 Verum Partners LLC

13F-HR · $496.02M reported · 169 holdings listed · SEC ↗

Q4 2025
Jan 14 Net Worth Advisory Group

13F-HR · $494.56M reported · 441 holdings listed · SEC ↗

Q4 2025
Jan 14 Crumly & Associates Inc.

13F-HR · $476.71M reported · 203 holdings listed · SEC ↗

Q4 2025
Jan 14 Tradewinds Capital Management, LLC

13F-HR · $474.17M reported · 686 holdings listed · SEC ↗

Q4 2025
Jan 14 Lantz Financial LLC

13F-HR · $473.90M reported · 247 holdings listed · SEC ↗

Q4 2025
Jan 14 Mfa Wealth Advisors, Llc

13F-HR · $473.16M reported · 84 holdings listed · SEC ↗

Q4 2025
Jan 14 Hourglass Capital, Llc

13F-HR · $463.68M reported · 114 holdings listed · SEC ↗

Q4 2025
Jan 14 Vantage Wealth

13F-HR · $462.58M reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 14 Centurion Wealth Management LLC

13F-HR · $456.54M reported · 312 holdings listed · SEC ↗

Q4 2025
Jan 14 Fairvoy Private Wealth, LLC

13F-HR · $446.66M reported · 191 holdings listed · SEC ↗

Q4 2025
Jan 14 Kraft, Davis & Associates, LLC

13F-HR · $446.16M reported · 151 holdings listed · SEC ↗

Q4 2025
Jan 14 Ami Investment Management Inc

13F-HR · $445.05M reported · 74 holdings listed · SEC ↗

Q4 2025
Jan 14 Shulman DeMeo Asset Management LLC

13F-HR · $440.95M reported · 119 holdings listed · SEC ↗

Q4 2025
← Previous Page 105 / 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