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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
232Amendments
1,833Notice filings
Oct 01First filed
Oct 27Latest 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
HTFL Heartflow, Inc.… +14 +14 17
KLAR Klarna Group plc +14 +14 17
MIAX Miami International… +14 +14 17
BLSH Bullish +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
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
SGML Sigma Lithium… -4 −6 10

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 5,301–5,400 of 10,430 individual filing documents

Nov 10 Bridgewater Advisors Inc.

13F-HR · $1.44B reported · 434 holdings listed · SEC ↗

Q3 2025
Nov 10 Verus Capital Partners, Llc

13F-HR · $1.39B reported · 504 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 10 Triodos Investment Management BV

13F-HR · $1.38B reported · 50 holdings listed · SEC ↗

Q3 2025
Nov 10 Lutz Financial Services LLC

13F-HR · $1.38B reported · 96 holdings listed · SEC ↗

Q3 2025
Nov 10 First American Trust, Fsb

13F-HR · $1.38B reported · 429 holdings listed · SEC ↗

Q3 2025
Nov 10 Journey Advisory Group, LLC

13F-HR · $1.35B reported · 268 holdings listed · SEC ↗

Q3 2025
Nov 10 Washington Trust Advisors, Inc.

13F-HR · $1.31B reported · 827 holdings listed · SEC ↗

Q3 2025
Nov 10 Colonial Trust Advisors

13F-HR · $1.30B reported · 684 holdings listed · SEC ↗

Q3 2025
Nov 10 Counterpoint Mutual Funds LLC

13F-HR · $1.27B reported · 318 holdings listed · SEC ↗

Q3 2025
Nov 10 Cozad Asset Management Inc

13F-HR · $1.26B reported · 419 holdings listed · SEC ↗

Q3 2025
Nov 10 First Heartland Consultants, Inc.

13F-HR · $1.24B reported · 523 holdings listed · SEC ↗

Q3 2025
Nov 10 Private Advisory Group LLC

13F-HR · $1.22B reported · 321 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 10 China Universal Asset Management Co., Ltd.

13F-HR · $1.21B reported · 478 holdings listed · SEC ↗

Q3 2025
Nov 10 Intrust Bank Na

13F-HR · $1.20B reported · 737 holdings listed · SEC ↗

Q3 2025
Nov 10 Lunate Capital Ltd

13F-HR · $1.20B reported · 10 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 10 Waddell & Associates, Llc

13F-HR · $1.18B reported · 325 holdings listed · SEC ↗

Q3 2025
Nov 10 Clear Creek Financial Management, LLC

13F-HR · $1.15B reported · 560 holdings listed · SEC ↗

Q3 2025
Nov 10 Marks Group Wealth Management, Inc

13F-HR · $1.08B reported · 481 holdings listed · SEC ↗

Q3 2025
Nov 10 Kovack Advisors, Inc.

13F-HR · $1.06B reported · 611 holdings listed · SEC ↗

Q3 2025
Nov 10 Apriem Advisors

13F-HR · $1.06B reported · 194 holdings listed · SEC ↗

Q3 2025
Nov 10 Telemark Asset Management, LLC

13F-HR · $1.05B reported · 47 holdings listed · SEC ↗

Q3 2025
Nov 10 Cornerstone Capital, Inc.

13F-HR · $1.02B reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 10 Shenkman Capital Management Inc

13F-HR · $1.02B reported · 123 holdings listed · SEC ↗

Q3 2025
Nov 10 Global Strategic Investment Solutions, LLC

13F-HR · $1.00B reported · 153 holdings listed · SEC ↗

Q3 2025
Nov 10 Greenland Capital Management LP

13F-HR · $1.00B reported · 332 holdings listed · SEC ↗

Q3 2025
Nov 10 Pekin Hardy Strauss, Inc.

13F-HR · $997.42M reported · 409 holdings listed · SEC ↗

Q3 2025
Nov 10 Miller Investment Management, LP

13F-HR · $995.10M reported · 98 holdings listed · SEC ↗

Q3 2025
Nov 10 Bruni J V & Co /Co

13F-HR · $990.69M reported · 31 holdings listed · SEC ↗

Q3 2025
Nov 10 Makena Capital Management Llc

13F-HR · $968.47M reported · 24 holdings listed · SEC ↗

Q3 2025
Nov 10 ICICI Prudential Asset Management Co Ltd

13F-HR · $947.19M reported · 158 holdings listed · SEC ↗

Q3 2025
Nov 10 Jag Capital Management, Llc

13F-HR · $913.32M reported · 153 holdings listed · SEC ↗

Q3 2025
Nov 10 Portland Global Advisors LLC

13F-HR · $895.61M reported · 146 holdings listed · SEC ↗

Q3 2025
Nov 10 Westerkirk Capital Inc.

13F-HR · $875.30M reported · 240 holdings listed · SEC ↗

Q3 2025
Nov 10 Baldwin Investment Management, LLC

13F-HR · $873.39M reported · 207 holdings listed · SEC ↗

Q3 2025
Nov 10 MMCAP International Inc. SPC

13F-HR · $859.78M reported · 172 holdings listed · SEC ↗

Q3 2025
Nov 10 Novem Group

13F-HR · $853.96M reported · 920 holdings listed · 6 other managers included · SEC ↗

Q3 2025
Nov 10 Goehring & Rozencwajg Associates, LLC

13F-HR · $830.88M reported · 42 holdings listed · SEC ↗

Q3 2025
Nov 10 LaFleur & Godfrey LLC

13F-HR · $824.67M reported · 142 holdings listed · SEC ↗

Q3 2025
Nov 10 Disciplina Capital Management LLC

13F-HR · $821.59M reported · 63 holdings listed · SEC ↗

Q3 2025
Nov 10 Parkside Investments, LLC

13F-HR · $800.28M reported · 98 holdings listed · SEC ↗

Q3 2025
Nov 10 Lake Street Private Wealth, Llc

13F-HR · $775.73M reported · 277 holdings listed · SEC ↗

Q3 2025
Nov 10 Parr Mcknight Wealth Management Group, Llc

13F-HR · $762.17M reported · 225 holdings listed · SEC ↗

Q3 2025
Nov 10 D'Orazio & Associates, Inc.

13F-HR · $757.26M reported · 288 holdings listed · SEC ↗

Q3 2025
Nov 10 Geometric Wealth Advisors

13F-HR · $750.51M reported · 80 holdings listed · SEC ↗

Q3 2025
Nov 10 MainStreet Investment Advisors LLC

13F-HR · $743.76M reported · 161 holdings listed · SEC ↗

Q3 2025
Nov 10 Colonial Trust Co / SC

13F-HR · $742.49M reported · 1,088 holdings listed · SEC ↗

Q3 2025
Nov 10 Brio Consultants, LLC

13F-HR · $726.84M reported · 137 holdings listed · SEC ↗

Q3 2025
Nov 10 Intelligence Driven Advisers, LLC

13F-HR · $721.26M reported · 124 holdings listed · SEC ↗

Q3 2025
Nov 10 Glassman Wealth Services

13F-HR · $711.63M reported · 186 holdings listed · SEC ↗

Q3 2025
Nov 10 Fortis Capital Management LLC

13F-HR · $711.56M reported · 178 holdings listed · SEC ↗

Q3 2025
Nov 10 Sava Infond d.o.o.

13F-HR · $705.33M reported · 212 holdings listed · SEC ↗

Q3 2025
Nov 10 Rice Partnership, LLC

13F-HR · $704.09M reported · 188 holdings listed · SEC ↗

Q3 2025
Nov 10 Legacy Financial Advisors, Inc.

13F-HR · $697.06M reported · 367 holdings listed · SEC ↗

Q3 2025
Nov 10 Estabrook Capital Management

13F-HR · $686.06M reported · 328 holdings listed · SEC ↗

Q3 2025
Nov 10 Mivtachim The Workers Social Insurance Fund Ltd.…

13F-HR · $685.57M reported · 55 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 10 Advisors Preferred, LLC

13F-HR · $677.41M reported · 236 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 10 Convergence Financial, LLC

13F-HR · $665.93M reported · 188 holdings listed · SEC ↗

Q3 2025
Nov 10 Rollins Financial Advisors, LLC

13F-HR · $660.76M reported · 144 holdings listed · SEC ↗

Q3 2025
Nov 10 Insight Advisors, LLC/ PA

13F-HR · $654.57M reported · 289 holdings listed · SEC ↗

Q3 2025
Nov 10 Somerville Kurt F

13F-HR · $605.20M reported · 467 holdings listed · 6 other managers included · SEC ↗

Q3 2025
Nov 10 American Money Management, LLC

13F-HR · $599.31M reported · 155 holdings listed · SEC ↗

Q3 2025
Nov 10 Clearstead Trust, LLC

13F-HR · $585.29M reported · 1,511 holdings listed · SEC ↗

Q3 2025
Nov 10 Jacobson & Schmitt Advisors, Llc

13F-HR · $582.79M reported · 86 holdings listed · SEC ↗

Q3 2025
Nov 10 Advyzon Investment Management, LLC

13F-HR · $582.55M reported · 566 holdings listed · 9 other managers included · SEC ↗

Q3 2025
Nov 10 Partners in Financial Planning

13F-HR · $578.48M reported · 115 holdings listed · SEC ↗

Q3 2025
Nov 10 Personal Cfo Solutions, Llc

13F-HR · $569.92M reported · 495 holdings listed · 64 other managers included · SEC ↗

Q3 2025
Nov 10 Beverly Hills Private Wealth, LLC

13F-HR · $566.80M reported · 1,004 holdings listed · 21 other managers included · SEC ↗

Q3 2025
Nov 10 Aire Advisors, Llc

13F-HR · $550.76M reported · 168 holdings listed · SEC ↗

Q3 2025
Nov 10 Inspire Trust Co, N.A.

13F-HR · $549.46M reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 10 America First Investment Advisors, LLC

13F-HR · $538.29M reported · 44 holdings listed · SEC ↗

Q3 2025
Nov 10 Broderick Brian C

13F-HR · $526.46M reported · 352 holdings listed · 5 other managers included · SEC ↗

Q3 2025
Nov 10 Prestige Wealth Management Group LLC

13F-HR · $518.24M reported · 1,286 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 10 Napean Trading & Investment Co (Singapore) PTE Ltd

13F-HR · $514.26M reported · 35 holdings listed · SEC ↗

Q3 2025
Nov 10 Patten Group, Inc.

13F-HR · $513.69M reported · 283 holdings listed · SEC ↗

Q3 2025
Nov 10 Goodman Financial Corp

13F-HR · $513.65M reported · 68 holdings listed · SEC ↗

Q3 2025
Nov 10 M. Kulyk & Associates, LLC

13F-HR · $492.20M reported · 104 holdings listed · SEC ↗

Q3 2025
Nov 10 Iat Reinsurance Co Ltd.

13F-HR · $474.86M reported · 86 holdings listed · 10 other managers included · SEC ↗

Q3 2025
Nov 10 Grant Street Asset Management, Inc.

13F-HR · $473.42M reported · 91 holdings listed · SEC ↗

Q3 2025
Nov 10 Stonebrook Private Inc.

13F-HR · $462.87M reported · 208 holdings listed · SEC ↗

Q3 2025
Nov 10 Rosenberg Matthew Hamilton

13F-HR · $462.63M reported · 804 holdings listed · SEC ↗

Q3 2025
Nov 10 Isthmus Partners, Llc

13F-HR · $450.78M reported · 176 holdings listed · SEC ↗

Q3 2025
Nov 10 Hourglass Capital, Llc

13F-HR · $445.36M reported · 106 holdings listed · SEC ↗

Q3 2025
Nov 10 Curtis Advisory Group, LLC

13F-HR · $441.12M reported · 107 holdings listed · SEC ↗

Q3 2025
Nov 10 Clark Estates Inc/Ny

13F-HR · $437.67M reported · 99 holdings listed · SEC ↗

Q3 2025
Nov 10 HFR Wealth Management, LLC

13F-HR · $436.22M reported · 51 holdings listed · SEC ↗

Q3 2025
Nov 10 Coyle Financial Counsel LLC

13F-HR · $433.79M reported · 97 holdings listed · SEC ↗

Q3 2025
Nov 10 Frisch Financial Group, Inc.

13F-HR · $429.81M reported · 157 holdings listed · SEC ↗

Q3 2025
Nov 10 DecisionPoint Financial, LLC

13F-HR · $428.85M reported · 669 holdings listed · SEC ↗

Q3 2025
Nov 10 Alliance Wealth Advisors, LLC /UT

13F-HR · $426.58M reported · 282 holdings listed · SEC ↗

Q3 2025
Nov 10 Berkeley Capital Partners, LLC

13F-HR · $422.92M reported · 188 holdings listed · SEC ↗

Q3 2025
Nov 10 Gardner Lewis Asset Management L P

13F-HR · $422.68M reported · 76 holdings listed · SEC ↗

Q3 2025
Nov 10 Aries Wealth Management

13F-HR · $422.64M reported · 231 holdings listed · SEC ↗

Q3 2025
Nov 10 AMJ Financial Wealth Management

13F-HR · $419.70M reported · 90 holdings listed · SEC ↗

Q3 2025
Nov 10 EDENTREE ASSET MANAGEMENT Ltd

13F-HR · $415.26M reported · 62 holdings listed · SEC ↗

Q3 2025
Nov 10 Heirloom Wealth Management

13F-HR · $413.92M reported · 43 holdings listed · SEC ↗

Q3 2025
Nov 10 Redmond Asset Management, LLC

13F-HR · $407.30M reported · 198 holdings listed · SEC ↗

Q3 2025
Nov 10 Northeast Financial Group, Inc.

13F-HR · $401.58M reported · 86 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 10 Towle & Co

13F-HR · $396.35M reported · 47 holdings listed · SEC ↗

Q3 2025
Nov 10 Strategic Family Wealth Counselors, L.L.C.

13F-HR · $388.66M reported · 164 holdings listed · SEC ↗

Q3 2025
Nov 10 Eleva Capital SAS

13F-HR · $378.83M reported · 15 holdings listed · SEC ↗

Q3 2025
← Previous Page 54 / 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