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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
229Amendments
1,833Notice filings
Oct 01First filed
Oct 07Latest 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
BLSH Bullish +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
WOLF Wolfspeed Inc. -5 −7 11
CWAN Clearwater… -5 −7 16
TTD The Trade Desk, Inc. -5 −7 21
UNIT Uniti Group Inc. -5 −6 14
GGAL Grupo Financiero… -5 −6 11
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
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 ↗
Blackstone Inc. new holdings Nov 14 Aug 14 $24.84B → $60.12M (-99.8%) SEC ↗
Davidson Kempner Capital Management… new holdings Nov 14 Aug 14 $5.95B → $390.61M (-93.4%) SEC ↗
Militia Capital Partners, LP new holdings Nov 14 Aug 14 $212.05M → $410.82M (+93.7%) 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 301–400 of 10,427 individual filing documents

Dec 03 Severin Investments, LLC

13F-HR · $106.57M reported · 170 holdings listed · SEC ↗

Q3 2025
Dec 03 Severin Investments, LLC

13F-HR · $100.35M reported · 185 holdings listed · SEC ↗

Q3 2025
Dec 03 Severin Investments, LLC

13F-HR · $99.90M reported · 185 holdings listed · SEC ↗

Q3 2025
Dec 03 Penn Mutual Asset Management

13F-HR · $51.47M reported · 62 holdings listed · SEC ↗

Q3 2025
Dec 03 Crosspoint Financial, Llc

13F-HR · $40.70M reported · 35 holdings listed · SEC ↗

Q3 2025
Dec 02 Allworth Financial LP

13F-HR · $22.68B reported · 4,916 holdings listed · SEC ↗

Q3 2025
Dec 02 Swiss Life Asset Management Ltd

13F-HR · $19.21B reported · 1,705 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Dec 02 Swiss Life Asset Management Ltd

13F-HR · $16.96B reported · 1,414 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Dec 02 Swiss Life Asset Management Ltd

13F-HR · $13.76B reported · 1,308 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Dec 02 IFP Advisors, Inc

13F-HR · $3.88B reported · 5,107 holdings listed · SEC ↗

Q3 2025
Dec 02 Flagship Harbor Advisors, Llc

13F-HR · $1.66B reported · 691 holdings listed · SEC ↗

Q3 2025
Dec 02 Strategic Point Investment Advisors, LLC

13F-HR · $696.35M reported · 34 holdings listed · SEC ↗

Q3 2025
Dec 02 Goldentree Asset Management Lp

13F-HR/A · $192.23M reported · 2 holdings listed · SEC ↗

Q3 2025
Dec 02 Innova Wealth Partners

13F-HR · $185.15M reported · 129 holdings listed · SEC ↗

Q3 2025
Dec 02 Tevis Investment Management

13F-HR · $166.10M reported · 106 holdings listed · SEC ↗

Q3 2025
Dec 02 Steadtrust LLC

13F-HR · $147.67M reported · 118 holdings listed · SEC ↗

Q3 2025
Dec 02 Stillwater Wealth Management Group

13F-HR · $142.80M reported · 77 holdings listed · SEC ↗

Q3 2025
Dec 02 Gilbert Capital Group, Inc.

13F-HR · $129.29M reported · 51 holdings listed · SEC ↗

Q3 2025
Dec 02 Standard Investments LLC

13F-HR/A · $107.32M reported · 1 holdings listed · SEC ↗

Q3 2025
Dec 02 Swiss Life Asset Managers France

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

Q3 2025
Dec 01 Cantor Fitzgerald, L. P.

13F-HR/A · $10.28B reported · 396 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Dec 01 Polar Asset Management Partners Inc.

13F-HR/A · $8.90B reported · 668 holdings listed · SEC ↗

Q3 2025
Dec 01 Groupama Asset Managment

13F-HR · $6.82B reported · 468 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Dec 01 Cambria Investment Management, L.P.

13F-HR/A · $1.65B reported · 569 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Dec 01 Greenhaven Road Investment Management, L.P.

13F-HR/A · $677.65M reported · 17 holdings listed · SEC ↗

Q3 2025
Dec 01 Syverson Strege & Co

13F-HR · $417.33M reported · 165 holdings listed · SEC ↗

Q3 2025
Dec 01 RIA Advisory Group LLC

13F-HR · $390.12M reported · 151 holdings listed · SEC ↗

Q3 2025
Dec 01 Payne Capital Management, LLC

13F-HR · $310.53M reported · 77 holdings listed · SEC ↗

Q3 2025
Dec 01 Private Wealth Advisors, LLC

13F-HR · $297.35M reported · 90 holdings listed · SEC ↗

Q3 2025
Dec 01 Investment Research Partners LLC

13F-HR · $222.26M reported · 224 holdings listed · SEC ↗

Q3 2025
Dec 01 Somnio Financial Group, LLC

13F-HR · $147.48M reported · 13 holdings listed · SEC ↗

Q3 2025
Dec 01 Steadtrust LLC

13F-HR · $127.26M reported · 115 holdings listed · SEC ↗

Q3 2025
Dec 01 LTG Capital LLC

13F-HR · $127.06M reported · 27 holdings listed · SEC ↗

Q3 2025
Dec 01 Pcg Asset Management, Llc

13F-HR/A · $124.53M reported · 78 holdings listed · SEC ↗

Q3 2025
Dec 01 Maxele Advisors, LLC

13F-HR · $114.66M reported · 101 holdings listed · SEC ↗

Q3 2025
Dec 01 Maxele Advisors, LLC

13F-HR · $104.82M reported · 97 holdings listed · SEC ↗

Q3 2025
Dec 01 Maxele Advisors, LLC

13F-HR · $103.49M reported · 97 holdings listed · SEC ↗

Q3 2025
Dec 01 Maxele Advisors, LLC

13F-HR · $86.62M reported · 86 holdings listed · SEC ↗

Q3 2025
Dec 01 Maxele Advisors, LLC

13F-HR · $80.57M reported · 86 holdings listed · SEC ↗

Q3 2025
Dec 01 Maxele Advisors, LLC

13F-HR · $63.72M reported · 81 holdings listed · SEC ↗

Q3 2025
Dec 01 Maxele Advisors, LLC

13F-HR · $59.56M reported · 79 holdings listed · SEC ↗

Q3 2025
Dec 01 CMC Financial Group

13F-HR · $54.01M reported · 35 holdings listed · SEC ↗

Q3 2025
Dec 01 EnCap Energy Capital Fund IX, L.P.

13F-HR · value not stated on cover page · 1 other managers included · SEC ↗

Q3 2025
Nov 26 JPMorgan Chase

13F-HR/A · $1.67T reported · 32,847 holdings listed · 17 other managers included · largest holding: NVDA · analysis · SEC ↗

Q3 2025
Nov 26 Equitec Proprietary Markets, Llc

13F-HR · $440.09M reported · 77 holdings listed · SEC ↗

Q3 2025
Nov 26 Strategic Advocates LLC

13F-HR · $384.00M reported · 613 holdings listed · SEC ↗

Q3 2025
Nov 26 Lantern Wealth Advisors, LLC

13F-HR · $188.88M reported · 158 holdings listed · SEC ↗

Q3 2025
Nov 26 Vermillion & White Wealth Management Group, LLC

13F-HR · $175.71M reported · 571 holdings listed · SEC ↗

Q3 2025
Nov 26 XXEC, Inc.

13F-HR · $118.60M reported · 22 holdings listed · SEC ↗

Q3 2025
Nov 25 Kimelman & Baird, LLC

13F-HR · $1.28B reported · 307 holdings listed · SEC ↗

Q3 2025
Nov 25 Connors Investor Services Inc

13F-HR · $1.17B reported · 153 holdings listed · SEC ↗

Q3 2025
Nov 25 Arq Wealth Advisors, Llc

13F-HR · $337.96M reported · 134 holdings listed · SEC ↗

Q3 2025
Nov 25 Court Place Advisors, LLC

13F-HR · $332.15M reported · 147 holdings listed · SEC ↗

Q3 2025
Nov 25 Briaud Financial Planning Inc

13F-HR · $306.05M reported · 36 holdings listed · SEC ↗

Q3 2025
Nov 25 Alexander Labrunerie & Co., Inc.

13F-HR · $270.60M reported · 140 holdings listed · SEC ↗

Q3 2025
Nov 25 Payne Capital Management, LLC

13F-HR · $259.49M reported · 77 holdings listed · SEC ↗

Q3 2025
Nov 25 Payne Capital Management, LLC

13F-HR · $234.56M reported · 71 holdings listed · SEC ↗

Q3 2025
Nov 25 Payne Capital Management, LLC

13F-HR · $231.79M reported · 69 holdings listed · SEC ↗

Q3 2025
Nov 25 WJ Wealth Management, LLC

13F-HR/A · $227.45M reported · 69 holdings listed · SEC ↗

Q3 2025
Nov 25 Chelsea Counsel Co

13F-HR · $225.20M reported · 242 holdings listed · SEC ↗

Q3 2025
Nov 25 Keyes, Stange & Wooten Wealth Management, LLC

13F-HR · $206.57M reported · 71 holdings listed · SEC ↗

Q3 2025
Nov 25 LWM Advisory Services, LLC

13F-HR · $171.57M reported · 93 holdings listed · SEC ↗

Q3 2025
Nov 25 Peak XV Partners Operations LLC

13F-HR · $161.02M reported · 2 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Nov 25 KERR FINANCIAL PLANNING Corp

13F-HR · $70.98M reported · 565 holdings listed · SEC ↗

Q3 2025
Nov 25 BlueCrest Capital Management Ltd

13F-HR/A · $30.94M reported · 2 holdings listed · SEC ↗

Q3 2025
Nov 25 Little Harbor Advisors, LLC

13F-HR · $200,142 reported · 8 holdings listed · SEC ↗

Q3 2025
Nov 25 Peak XV Partners Principals Fund V LTD

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

Q3 2025
Nov 25 VectorGlobal IAG, Inc.

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

Q3 2025
Nov 25 Peak XV Partners Management V Ltd

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

Q3 2025
Nov 25 Peak XV Partners V Ltd.

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

Q3 2025
Nov 24 CIBC Private Wealth Group LLC

13F-HR · $58.41B reported · 3,493 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Nov 24 Liontrust Investment Partners LLP

13F-HR · $6.99B reported · 200 holdings listed · SEC ↗

Q3 2025
Nov 24 Liontrust Investment Partners LLP

13F-HR/A · $6.84B reported · 191 holdings listed · SEC ↗

Q3 2025
Nov 24 Penn Capital Management Company, LLC

13F-HR · $1.30B reported · 170 holdings listed · SEC ↗

Q3 2025
Nov 24 TD Capital Management LLC

13F-HR · $1.11B reported · 691 holdings listed · SEC ↗

Q3 2025
Nov 24 Opes Wealth Management LLC

13F-HR · $577.90M reported · 144 holdings listed · SEC ↗

Q3 2025
Nov 24 Manhattan West Asset Management, LLC

13F-HR · $473.42M reported · 140 holdings listed · SEC ↗

Q3 2025
Nov 24 Cherry Tree Wealth Management, LLC

13F-HR · $455.53M reported · 590 holdings listed · SEC ↗

Q3 2025
Nov 24 Fulcrum Asset Management LLP

13F-HR/A · $360.72M reported · 178 holdings listed · SEC ↗

Q3 2025
Nov 24 Graybill Wealth Management, Ltd.

13F-HR · $325.29M reported · 83 holdings listed · SEC ↗

Q3 2025
Nov 24 Greenfield Seitz Capital Management, LLC

13F-HR · $310.22M reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 24 Burkett Financial Services, Llc

13F-HR · $290.17M reported · 226 holdings listed · SEC ↗

Q3 2025
Nov 24 Greenfield Seitz Capital Management, LLC

13F-HR · $282.93M reported · 111 holdings listed · SEC ↗

Q3 2025
Nov 24 Greenfield Seitz Capital Management, LLC

13F-HR · $273.04M reported · 98 holdings listed · SEC ↗

Q3 2025
Nov 24 Greenfield Seitz Capital Management, LLC

13F-HR · $269.96M reported · 102 holdings listed · SEC ↗

Q3 2025
Nov 24 Greenfield Seitz Capital Management, LLC

13F-HR · $268.36M reported · 105 holdings listed · SEC ↗

Q3 2025
Nov 24 Greenfield Seitz Capital Management, LLC

13F-HR · $262.79M reported · 102 holdings listed · SEC ↗

Q3 2025
Nov 24 Greenfield Seitz Capital Management, LLC

13F-HR · $262.26M reported · 110 holdings listed · SEC ↗

Q3 2025
Nov 24 Greenfield Seitz Capital Management, LLC

13F-HR · $250.88M reported · 104 holdings listed · SEC ↗

Q3 2025
Nov 24 Pointe Capital Management LLC

13F-HR · $204.54M reported · 154 holdings listed · SEC ↗

Q3 2025
Nov 24 Trust Investment Advisors

13F-HR · $177.84M reported · 105 holdings listed · SEC ↗

Q3 2025
Nov 24 William Mack & Associates, Inc.

13F-HR · $157.38M reported · 78 holdings listed · SEC ↗

Q3 2025
Nov 24 Magnolia Wealth Management, LLC

13F-HR · $153.38M reported · 12 holdings listed · SEC ↗

Q3 2025
Nov 24 LifeGoal Investments, LLC

13F-HR · $120.38M reported · 70 holdings listed · SEC ↗

Q3 2025
Nov 24 William Mack & Associates, Inc.

13F-HR · $116.81M reported · 70 holdings listed · SEC ↗

Q3 2025
Nov 24 William Mack & Associates, Inc.

13F-HR · $95.51M reported · 64 holdings listed · SEC ↗

Q3 2025
Nov 24 CIBC Delaware Trust Co

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

Q3 2025
Nov 24 CIBC National Trust Co

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

Q3 2025
Nov 24 CIBC Private Wealth Advisors, Inc.

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

Q3 2025
Nov 21 CIBC Bancorp USA Inc.

13F-HR/A · $18.29B reported · 1,464 holdings listed · 1 other managers included · analysis · SEC ↗

Q3 2025
← Previous Page 4 / 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