★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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
FLY Firefly Aerospace… +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
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 5,801–5,900 of 10,430 individual filing documents

Nov 07 Endeavour Capital Advisors Inc

13F-HR · $330.62M reported · 41 holdings listed · SEC ↗

Q3 2025
Nov 07 Accretive Wealth Partners, LLC

13F-HR · $327.77M reported · 152 holdings listed · SEC ↗

Q3 2025
Nov 07 Florida Financial Advisors, Llc

13F-HR · $323.65M reported · 262 holdings listed · SEC ↗

Q3 2025
Nov 07 Taylor Hoffman Capital Management LLC

13F-HR · $317.43M reported · 118 holdings listed · SEC ↗

Q3 2025
Nov 07 GoodHaven Capital Management, LLC

13F-HR · $310.56M reported · 26 holdings listed · SEC ↗

Q3 2025
Nov 07 WealthCare Investment Partners, LLC

13F-HR · $308.19M reported · 171 holdings listed · SEC ↗

Q3 2025
Nov 07 Bell & Brown Wealth Advisors, LLC

13F-HR · $305.42M reported · 72 holdings listed · SEC ↗

Q3 2025
Nov 07 HTG Investment Advisors, Inc.

13F-HR · $297.22M reported · 75 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 Eq Llc

13F-HR · $294.59M reported · 74 holdings listed · SEC ↗

Q3 2025
Nov 07 Aspiring Ventures, LLC

13F-HR · $293.42M reported · 124 holdings listed · SEC ↗

Q3 2025
Nov 07 Valence8 US LP

13F-HR · $291.75M reported · 14 holdings listed · SEC ↗

Q3 2025
Nov 07 Vista Investment Management

13F-HR · $286.58M reported · 173 holdings listed · SEC ↗

Q3 2025
Nov 07 Presidio Capital Management, LLC

13F-HR · $285.18M reported · 70 holdings listed · SEC ↗

Q3 2025
Nov 07 Investment Partners, Ltd.

13F-HR · $284.01M reported · 154 holdings listed · SEC ↗

Q3 2025
Nov 07 SMART Wealth LLC

13F-HR · $265.11M reported · 141 holdings listed · SEC ↗

Q3 2025
Nov 07 Synergy Investment Management, LLC

13F-HR · $261.82M reported · 134 holdings listed · SEC ↗

Q3 2025
Nov 07 Tanglewood Legacy Advisors, LLC

13F-HR · $258.90M reported · 273 holdings listed · SEC ↗

Q3 2025
Nov 07 Centennial Bank/AR/

13F-HR · $254.36M reported · 339 holdings listed · SEC ↗

Q3 2025
Nov 07 Beta Wealth Group, Inc.

13F-HR · $253.35M reported · 120 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Nov 07 Summit Investment Advisory Services, LLC

13F-HR/A · $251.07M reported · 76 holdings listed · SEC ↗

Q3 2025
Nov 07 Collaborative Wealth Managment Inc.

13F-HR · $247.22M reported · 196 holdings listed · SEC ↗

Q3 2025
Nov 07 Altman Advisors, Inc.

13F-HR · $244.35M reported · 94 holdings listed · SEC ↗

Q3 2025
Nov 07 Holistic Financial Partners

13F-HR · $244.22M reported · 139 holdings listed · SEC ↗

Q3 2025
Nov 07 Keyvantage Wealth, Llc

13F-HR · $238.38M reported · 98 holdings listed · SEC ↗

Q3 2025
Nov 07 Horrell Capital Management, Inc.

13F-HR · $237.68M reported · 196 holdings listed · SEC ↗

Q3 2025
Nov 07 Cora Capital Advisors Llc

13F-HR · $235.13M reported · 116 holdings listed · SEC ↗

Q3 2025
Nov 07 Pavion Blue Capital, LLC

13F-HR · $234.62M reported · 101 holdings listed · SEC ↗

Q3 2025
Nov 07 Prospect Hill Management, LLC

13F-HR · $233.96M reported · 14 holdings listed · SEC ↗

Q3 2025
Nov 07 Cherokee Insurance Co

13F-HR · $233.44M reported · 118 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 07 MRA Advisory Group

13F-HR · $229.28M reported · 140 holdings listed · SEC ↗

Q3 2025
Nov 07 626 Financial, LLC

13F-HR · $227.88M reported · 117 holdings listed · SEC ↗

Q3 2025
Nov 07 Harold Davidson & Associates Inc.

13F-HR · $220.07M reported · 65 holdings listed · SEC ↗

Q3 2025
Nov 07 Wealthcare Capital Partners, LLC

13F-HR · $217.58M reported · 148 holdings listed · SEC ↗

Q3 2025
Nov 07 Kapstone Financial Advisors LLC

13F-HR · $212.29M reported · 122 holdings listed · SEC ↗

Q3 2025
Nov 07 NorthStar Asset Management LLC /NJ/

13F-HR · $208.80M reported · 99 holdings listed · SEC ↗

Q3 2025
Nov 07 Aft, Forsyth & Company, Inc.

13F-HR · $208.75M reported · 116 holdings listed · SEC ↗

Q3 2025
Nov 07 JW Asset Management, LLC

13F-HR · $208.38M reported · 17 holdings listed · SEC ↗

Q3 2025
Nov 07 Riverstone Advisors, LLC

13F-HR · $203.91M reported · 62 holdings listed · SEC ↗

Q3 2025
Nov 07 Pelham Capital Ltd.

13F-HR · $202.10M reported · 13 holdings listed · SEC ↗

Q3 2025
Nov 07 Fairfield University

13F-HR · $201.81M reported · 3 holdings listed · SEC ↗

Q3 2025
Nov 07 Eagle Wealth Strategies Llc

13F-HR · $200.98M reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 07 Unconventional Investor, LLC

13F-HR · $199.39M reported · 45 holdings listed · SEC ↗

Q3 2025
Nov 07 Ade, Llc

13F-HR · $197.84M reported · 84 holdings listed · SEC ↗

Q3 2025
Nov 07 Spectrum Strategic Capital Management, LLC

13F-HR · $195.17M reported · 43 holdings listed · SEC ↗

Q3 2025
Nov 07 Piedmont Capital Management, LLC

13F-HR · $189.53M reported · 53 holdings listed · SEC ↗

Q3 2025
Nov 07 Wafra Inc.

13F-HR · $189.13M reported · 2 holdings listed · SEC ↗

Q3 2025
Nov 07 Cosner Financial Group, LLC

13F-HR · $185.98M reported · 37 holdings listed · SEC ↗

Q3 2025
Nov 07 Tower Wealth Partners, Inc.

13F-HR · $182.06M reported · 90 holdings listed · SEC ↗

Q3 2025
Nov 07 Pursue Wealth Partners Llc

13F-HR · $182.03M reported · 110 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 07 Colrain Capital Llc

13F-HR · $175.57M reported · 22 holdings listed · SEC ↗

Q3 2025
Nov 07 Horizon Family Wealth, Inc.

13F-HR · $174.01M reported · 109 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 07 Prospect Financial Services LLC

13F-HR · $173.87M reported · 104 holdings listed · SEC ↗

Q3 2025
Nov 07 Bastion Asset Management Inc.

13F-HR · $173.72M reported · 48 holdings listed · SEC ↗

Q3 2025
Nov 07 Golden Road Advisors Llc

13F-HR · $172.79M reported · 53 holdings listed · 8 other managers included · SEC ↗

Q3 2025
Nov 07 Petra Financial Advisors Inc

13F-HR · $171.66M reported · 140 holdings listed · SEC ↗

Q3 2025
Nov 07 Conscious Wealth Investments, Llc

13F-HR · $168.64M reported · 57 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 07 Certus Wealth Management, LLC

13F-HR · $167.09M reported · 58 holdings listed · SEC ↗

Q3 2025
Nov 07 Pring Turner Capital Group Inc

13F-HR · $163.77M reported · 69 holdings listed · SEC ↗

Q3 2025
Nov 07 Uhlmann Price Securities, Llc

13F-HR · $163.54M reported · 194 holdings listed · SEC ↗

Q3 2025
Nov 07 Salus Financial Advisors, LLC

13F-HR · $162.14M reported · 32 holdings listed · SEC ↗

Q3 2025
Nov 07 Oceanside Advisors LLC

13F-HR · $160.01M reported · 48 holdings listed · SEC ↗

Q3 2025
Nov 07 Brooktree Capital Management

13F-HR · $157.36M reported · 42 holdings listed · SEC ↗

Q3 2025
Nov 07 Four Tree Island Advisory LLC

13F-HR · $156.89M reported · 22 holdings listed · SEC ↗

Q3 2025
Nov 07 denkapparat Operations GmbH

13F-HR · $156.73M reported · 274 holdings listed · SEC ↗

Q3 2025
Nov 07 MRP Capital Investments, LLC

13F-HR · $154.54M reported · 162 holdings listed · SEC ↗

Q3 2025
Nov 07 Alpha Financial Partners LLC

13F-HR · $153.78M reported · 92 holdings listed · SEC ↗

Q3 2025
Nov 07 Valpey Financial Services, LLC

13F-HR · $152.79M reported · 72 holdings listed · SEC ↗

Q3 2025
Nov 07 Summer Road Llc

13F-HR · $149.18M reported · 19 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 07 Settian Capital LP

13F-HR · $147.14M reported · 23 holdings listed · SEC ↗

Q3 2025
Nov 07 Wernau Asset Management Inc.

13F-HR · $147.12M reported · 49 holdings listed · SEC ↗

Q3 2025
Nov 07 Brightwater Advisory LLC

13F-HR · $145.63M reported · 59 holdings listed · SEC ↗

Q3 2025
Nov 07 Warner Group LLC

13F-HR · $145.23M reported · 60 holdings listed · SEC ↗

Q3 2025
Nov 07 Wincap Financial Llc

13F-HR · $144.74M reported · 84 holdings listed · SEC ↗

Q3 2025
Nov 07 HC Advisors, LLC

13F-HR · $142.33M reported · 61 holdings listed · SEC ↗

Q3 2025
Nov 07 Turn8 Private Wealth Inc.

13F-HR · $139.31M reported · 44 holdings listed · SEC ↗

Q3 2025
Nov 07 Dahring {-} Cusmano Llc

13F-HR · $138.43M reported · 53 holdings listed · SEC ↗

Q3 2025
Nov 07 Generation Capital Management LLC

13F-HR · $138.09M reported · 80 holdings listed · SEC ↗

Q3 2025
Nov 07 Murphy & Mullick Capital Management Corp

13F-HR · $134.78M reported · 679 holdings listed · SEC ↗

Q3 2025
Nov 07 TT Capital Management LLC

13F-HR · $130.88M reported · 69 holdings listed · SEC ↗

Q3 2025
Nov 07 Tide Cove Capital Partners LLC

13F-HR · $129.95M reported · 10 holdings listed · SEC ↗

Q3 2025
Nov 07 Entruity Wealth, LLC

13F-HR · $128.83M reported · 42 holdings listed · SEC ↗

Q3 2025
Nov 07 Avanda Investment Management Pte. Ltd.

13F-HR · $127.03M reported · 28 holdings listed · SEC ↗

Q3 2025
Nov 07 Benningfield Financial Advisors, Llc

13F-HR · $126.74M reported · 18 holdings listed · SEC ↗

Q3 2025
Nov 07 Fox Financial, Inc

13F-HR · $125.68M reported · 12 holdings listed · SEC ↗

Q3 2025
Nov 07 SCP Investment, LP

13F-HR · $124.06M reported · 71 holdings listed · SEC ↗

Q3 2025
Nov 07 Phillips Wealth Planners LLC

13F-HR · $120.44M reported · 201 holdings listed · 22 other managers included · SEC ↗

Q3 2025
Nov 07 PARK CIRCLE Co

13F-HR · $119.34M reported · 69 holdings listed · SEC ↗

Q3 2025
Nov 07 Sierra Ocean, Llc

13F-HR · $119.03M reported · 63 holdings listed · SEC ↗

Q3 2025
Nov 07 Pitti Group Wealth Management, LLC

13F-HR · $117.46M reported · 75 holdings listed · SEC ↗

Q3 2025
Nov 07 Kraematon Investment Advisors, Inc

13F-HR · $116.86M reported · 100 holdings listed · SEC ↗

Q3 2025
Nov 07 Wulff, Hansen & Co.

13F-HR · $116.18M reported · 101 holdings listed · SEC ↗

Q3 2025
Nov 07 Chicago Capital Management, LLC

13F-HR · $111.78M reported · 28 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 07 Luts & Greenleigh Group, Inc.

13F-HR · $111.41M reported · 83 holdings listed · SEC ↗

Q3 2025
Nov 07 Divco West Real Estate Services, LLC

13F-HR · $107.62M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 07 Fiscal Wisdom Wealth Management, LLC

13F-HR · $105.57M reported · 82 holdings listed · SEC ↗

Q3 2025
Nov 07 Providence Financial Advisors, LLC

13F-HR · $104.84M reported · 49 holdings listed · SEC ↗

Q3 2025
Nov 07 Kassira Wealth Management LLC

13F-HR · $103.81M reported · 53 holdings listed · SEC ↗

Q3 2025
Nov 07 Grange Capital, LLC

13F-HR · $103.46M reported · 45 holdings listed · SEC ↗

Q3 2025
Nov 07 Putney Financial Group LLC

13F-HR · $100.81M reported · 77 holdings listed · SEC ↗

Q3 2025
Nov 07 Andar Capital Management HK Ltd

13F-HR · $98.88M reported · 20 holdings listed · SEC ↗

Q3 2025
← Previous Page 59 / 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