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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 11,001–11,100 of 11,282 individual filing documents

Jan 08 Agate Pass Investment Management, LLC

13F-HR · $269.17M reported · 106 holdings listed · SEC ↗

Q4 2025
Jan 08 Firethorn Wealth Partners, Llc

13F-HR · $267.30M reported · 190 holdings listed · SEC ↗

Q4 2025
Jan 08 Choice Wealth Advisors LLC

13F-HR · $252.94M reported · 33 holdings listed · SEC ↗

Q4 2025
Jan 08 Traveka Wealth, LLC

13F-HR · $245.64M reported · 188 holdings listed · SEC ↗

Q4 2025
Jan 08 Bayshore Asset Management, Llc

13F-HR · $245.02M reported · 42 holdings listed · SEC ↗

Q4 2025
Jan 08 Threadgill Financial, Llc

13F-HR · $242.81M reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 08 Norway Savings Bank

13F-HR · $216.23M reported · 177 holdings listed · SEC ↗

Q4 2025
Jan 08 Sprinkle Financial Consultants LLC

13F-HR · $196.84M reported · 88 holdings listed · SEC ↗

Q4 2025
Jan 08 Kearns & Associates LLC

13F-HR · $193.57M reported · 40 holdings listed · SEC ↗

Q4 2025
Jan 08 Sard Wealth Management Group, Llc

13F-HR · $182.21M reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 08 Kure Advisory, LLC

13F-HR · $178.80M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 08 Gridiron Partners, LLC

13F-HR · $175.54M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 08 Thoma Capital Management LLC

13F-HR · $173.58M reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 08 AdviceOne Advisory Services, LLC

13F-HR · $169.20M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 08 Somnio Financial Group, LLC

13F-HR · $151.28M reported · 14 holdings listed · SEC ↗

Q4 2025
Jan 08 Integrated Capital Management, Inc.

13F-HR · $150.42M reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 08 Ridgeline Wealth, LLC

13F-HR · $144.19M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 08 Gladwyn Financial Advisors, Inc.

13F-HR · $142.32M reported · 117 holdings listed · SEC ↗

Q4 2025
Jan 08 Pine Haven Investment Counsel, Inc

13F-HR · $140.55M reported · 116 holdings listed · SEC ↗

Q4 2025
Jan 08 Spartan Planning & Wealth Management

13F-HR · $135.53M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 08 Sincerus Advisory, LLC

13F-HR · $126.68M reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 08 Chesapeake Asset Management Llc

13F-HR · $121.03M reported · 945,089 holdings listed · SEC ↗

Q4 2025
Jan 08 Sentinel Wealth Management, Inc.

13F-HR · $120.59M reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 08 Asempa Wealth Advisors

13F-HR · $116.08M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 08 Waycross Investment Management Co

13F-HR · $113.74M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 08 American National Bank of Texas

13F-HR · $104.11M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 08 Peoples Bank/KS

13F-HR · $99.46M reported · 98 holdings listed · SEC ↗

Q4 2025
Jan 08 Charis Legacy Partners, LLC

13F-HR · $67.76M reported · 26 holdings listed · SEC ↗

Q4 2025
Jan 08 Sanders Morris Harris Llc

13F-HR · $64.72M reported · 35 holdings listed · SEC ↗

Q4 2025
Jan 08 PMV Capital Advisers, LLC

13F-HR · $54.91M reported · 86 holdings listed · SEC ↗

Q4 2025
Jan 08 Sl Advisors, Llc

13F-HR · $48.84M reported · 32 holdings listed · SEC ↗

Q4 2025
Jan 08 Tuttle Capital Management, LLC

13F-HR · $45.22M reported · 101 holdings listed · SEC ↗

Q4 2025
Jan 08 Profit Investment Management, LLC

13F-HR · $24.73M reported · 35 holdings listed · SEC ↗

Q4 2025
Jan 08 Neumann Advisory Hong Kong Ltd

13F-HR · $2.82M reported · 7 holdings listed · SEC ↗

Q4 2025
Jan 08 Aurora Investment Managers, LLC.

13F-HR · $176,414 reported · 45 holdings listed · SEC ↗

Q4 2025
Jan 08 Ulland Investment Advisors, LLC

13F-HR · $124,931 reported · 218 holdings listed · SEC ↗

Q4 2025
Jan 08 Henry Bragg & Co., LLC

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

Q4 2025
Jan 08 Sarasin Asset Management Ltd

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

Q4 2025
Jan 08 Aveo Capital Partners, LLC

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

Q4 2025
Jan 08 Barwick & Partners, Inc.

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

Q4 2025
Jan 08 Tompkins Community Bank

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

Q4 2025
Jan 08 Nordea Investment Funds S.A.

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

Q4 2025
Jan 08 Nordea Funds Ltd

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

Q4 2025
Jan 08 Nordea Investment Management North America Inc

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

Q4 2025
Jan 07 Greenhaven Associates Inc

13F-HR · $6.17B reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 07 Sagespring Wealth Partners, Llc

13F-HR · $5.50B reported · 783 holdings listed · SEC ↗

Q4 2025
Jan 07 Orgel Wealth Management, LLC

13F-HR · $4.53B reported · 92 holdings listed · SEC ↗

Q4 2025
Jan 07 Hamlin Capital Management, LLC

13F-HR · $4.17B reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 07 MassMutual Private Wealth & Trust, FSB

13F-HR · $3.89B reported · 2,394 holdings listed · SEC ↗

Q4 2025
Jan 07 Covea Finance

13F-HR · $3.03B reported · 128 holdings listed · SEC ↗

Q4 2025
Jan 07 CWA Asset Management Group, LLC

13F-HR · $2.77B reported · 643 holdings listed · SEC ↗

Q4 2025
Jan 07 TruWealth Advisors, LLC

13F-HR · $2.04B reported · 182 holdings listed · SEC ↗

Q4 2025
Jan 07 Procyon Advisors, LLC

13F-HR · $2.03B reported · 561 holdings listed · SEC ↗

Q4 2025
Jan 07 Cyndeo Wealth Partners, LLC

13F-HR · $1.85B reported · 477 holdings listed · SEC ↗

Q4 2025
Jan 07 Fragasso Financial Advisors Inc

13F-HR · $1.65B reported · 297 holdings listed · SEC ↗

Q4 2025
Jan 07 Baldwin Wealth Partners Llc/Ma

13F-HR · $1.56B reported · 292 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 07 Cahaba Wealth Management, Inc.

13F-HR · $1.44B reported · 156 holdings listed · SEC ↗

Q4 2025
Jan 07 Harbor Investment Advisory, Llc

13F-HR · $1.33B reported · 1,230 holdings listed · SEC ↗

Q4 2025
Jan 07 Magnus Financial Group LLC

13F-HR · $1.31B reported · 419 holdings listed · SEC ↗

Q4 2025
Jan 07 Northside Capital Management, LLC

13F-HR · $1.15B reported · 201 holdings listed · SEC ↗

Q4 2025
Jan 07 Everhart Financial Group, Inc.

13F-HR · $1.08B reported · 417 holdings listed · SEC ↗

Q4 2025
Jan 07 Tetrad Corp

13F-HR · $1.04B reported · 3 holdings listed · SEC ↗

Q4 2025
Jan 07 Lake Street Private Wealth, Llc

13F-HR · $817.46M reported · 278 holdings listed · SEC ↗

Q4 2025
Jan 07 Central Pacific Bank - Trust Division

13F-HR · $815.46M reported · 923 holdings listed · SEC ↗

Q4 2025
Jan 07 Gilbert & Cook, Inc.

13F-HR · $795.57M reported · 220 holdings listed · SEC ↗

Q4 2025
Jan 07 Capital Advantage, Inc.

13F-HR · $741.32M reported · 149 holdings listed · SEC ↗

Q4 2025
Jan 07 Henrickson Nauta Wealth Advisors, Inc.

13F-HR · $677.65M reported · 119 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 07 Wilsey Asset Management Inc

13F-HR · $644.08M reported · 29 holdings listed · SEC ↗

Q4 2025
Jan 07 Riversedge Advisors, Llc

13F-HR · $615.03M reported · 214 holdings listed · SEC ↗

Q4 2025
Jan 07 Boston Standard Wealth Management, LLC

13F-HR · $605.82M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 07 TCP Asset Management, LLC

13F-HR · $593.55M reported · 111 holdings listed · SEC ↗

Q4 2025
Jan 07 Sovereign Financial Group, Inc.

13F-HR · $580.41M reported · 349 holdings listed · SEC ↗

Q4 2025
Jan 07 Marotta Asset Management

13F-HR · $540.16M reported · 102 holdings listed · SEC ↗

Q4 2025
Jan 07 Lynch & Associates/In

13F-HR · $528.90M reported · 124 holdings listed · SEC ↗

Q4 2025
Jan 07 Permanent Capital Management, LP

13F-HR · $513.29M reported · 157 holdings listed · SEC ↗

Q4 2025
Jan 07 WESPAC Advisors SoCal, LLC

13F-HR · $495.87M reported · 110 holdings listed · SEC ↗

Q4 2025
Jan 07 Harbour Capital Advisors, LLC

13F-HR · $491.20M reported · 275 holdings listed · SEC ↗

Q4 2025
Jan 07 Precedent Wealth Partners, Llc

13F-HR · $476.83M reported · 171 holdings listed · SEC ↗

Q4 2025
Jan 07 Noble Family Wealth, LLC

13F-HR · $474.38M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 07 IAM Advisory, LLC

13F-HR · $450.02M reported · 104 holdings listed · SEC ↗

Q4 2025
Jan 07 Parisi Gray Wealth Management

13F-HR · $440.50M reported · 135 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 07 Hilltop National Bank

13F-HR · $413.60M reported · 1,040 holdings listed · SEC ↗

Q4 2025
Jan 07 KFA Private Wealth Group, LLC

13F-HR · $411.16M reported · 151 holdings listed · SEC ↗

Q4 2025
Jan 07 BCGM Wealth Management, LLC

13F-HR · $391.86M reported · 175 holdings listed · SEC ↗

Q4 2025
Jan 07 TrueWealth Advisors, LLC

13F-HR · $386.16M reported · 241 holdings listed · SEC ↗

Q4 2025
Jan 07 Aquire Wealth Advisors, LLC

13F-HR · $384.59M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 07 Next Level Private LLC

13F-HR · $381.51M reported · 161 holdings listed · SEC ↗

Q4 2025
Jan 07 Sandbox Financial Partners, LLC

13F-HR · $361.38M reported · 123 holdings listed · SEC ↗

Q4 2025
Jan 07 Keystone Financial Planning, Inc.

13F-HR · $344.79M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 07 Yeomans Consulting Group, Inc.

13F-HR · $341.28M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 07 Impact Capital Partners LLC

13F-HR · $337.24M reported · 272 holdings listed · 5 other managers included · SEC ↗

Q4 2025
Jan 07 Brady Family Wealth, Llc

13F-HR · $324.00M reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 07 Private Client Services, Llc

13F-HR · $319.98M reported · 193 holdings listed · SEC ↗

Q4 2025
Jan 07 Norman Fields, Gottscho Capital Management, LLC

13F-HR · $310.29M reported · 61 holdings listed · SEC ↗

Q4 2025
Jan 07 Vigilare Wealth Management

13F-HR · $297.31M reported · 116 holdings listed · SEC ↗

Q4 2025
Jan 07 Tounjian Advisory Partners, Llc

13F-HR · $295.27M reported · 150 holdings listed · SEC ↗

Q4 2025
Jan 07 Aventura Private Wealth, LLC

13F-HR · $278.34M reported · 859 holdings listed · SEC ↗

Q4 2025
Jan 07 Holistic Financial Partners

13F-HR · $275.76M reported · 136 holdings listed · SEC ↗

Q4 2025
Jan 07 Aventura Private Wealth, LLC

13F-HR · $271.20M reported · 808 holdings listed · SEC ↗

Q4 2025
Jan 07 Everpar Advisors Llc

13F-HR · $269.63M reported · 268 holdings listed · SEC ↗

Q4 2025
← Previous Page 111 / 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