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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 6,301–6,400 of 11,282 individual filing documents

Feb 09 Roundview Capital LLC

13F-HR · $1.63B reported · 331 holdings listed · SEC ↗

Q4 2025
Feb 09 Avalon Trust Co

13F-HR · $1.55B reported · 433 holdings listed · SEC ↗

Q4 2025
Feb 09 Shufro Rose & Co Llc

13F-HR · $1.48B reported · 300 holdings listed · SEC ↗

Q4 2025
Feb 09 Fidelis Capital Partners, Llc

13F-HR · $1.38B reported · 492 holdings listed · SEC ↗

Q4 2025
Feb 09 Blue Owl Capital Holdings LP

13F-HR · $1.34B reported · 83 holdings listed · 8 other managers included · SEC ↗

Q4 2025
Feb 09 Wealthquest Corp

13F-HR · $1.32B reported · 148 holdings listed · SEC ↗

Q4 2025
Feb 09 Arnhold LLC

13F-HR · $1.32B reported · 114 holdings listed · SEC ↗

Q4 2025
Feb 09 Penn Capital Management Company, LLC

13F-HR · $1.25B reported · 165 holdings listed · SEC ↗

Q4 2025
Feb 09 Diversified Portfolios, Inc.

13F-HR · $1.20B reported · 181 holdings listed · SEC ↗

Q4 2025
Feb 09 Clearwater Capital Advisors, LLC

13F-HR · $1.20B reported · 164 holdings listed · SEC ↗

Q4 2025
Feb 09 Mmbg Investment Advisors Co.

13F-HR · $1.19B reported · 177 holdings listed · SEC ↗

Q4 2025
Feb 09 Delta Asset Management Llc/Tn

13F-HR · $1.16B reported · 601 holdings listed · SEC ↗

Q4 2025
Feb 09 Connors Investor Services Inc

13F-HR · $1.16B reported · 151 holdings listed · SEC ↗

Q4 2025
Feb 09 Nicola Wealth Management Ltd.

13F-HR · $1.10B reported · 65 holdings listed · SEC ↗

Q4 2025
Feb 09 Allen Capital Group, LLC

13F-HR · $1.09B reported · 282 holdings listed · SEC ↗

Q4 2025
Feb 09 MMCAP International Inc. SPC

13F-HR · $1.00B reported · 209 holdings listed · SEC ↗

Q4 2025
Feb 09 Van Cleef Asset Management,Inc

13F-HR · $986.23M reported · 117 holdings listed · SEC ↗

Q4 2025
Feb 09 Private Capital Advisors, Inc.

13F-HR · $979.42M reported · 76 holdings listed · SEC ↗

Q4 2025
Feb 09 Steel Grove Capital Advisors, Llc

13F-HR · $962.85M reported · 203 holdings listed · SEC ↗

Q4 2025
Feb 09 Hartline Investment Corp/

13F-HR · $924.73M reported · 109 holdings listed · SEC ↗

Q4 2025
Feb 09 St. Louis Trust Co

13F-HR · $872.07M reported · 213 holdings listed · SEC ↗

Q4 2025
Feb 09 Genus Capital Management Inc.

13F-HR · $858.52M reported · 195 holdings listed · SEC ↗

Q4 2025
Feb 09 Arista Wealth Management, LLC

13F-HR · $813.23M reported · 248 holdings listed · SEC ↗

Q4 2025
Feb 09 Sawgrass Asset Management Llc

13F-HR · $800.01M reported · 187 holdings listed · SEC ↗

Q4 2025
Feb 09 Parkside Investments, LLC

13F-HR · $794.12M reported · 95 holdings listed · SEC ↗

Q4 2025
Feb 09 Keating Financial Advisory Services, Inc.

13F-HR · $737.02M reported · 2,227 holdings listed · SEC ↗

Q4 2025
Feb 09 White Lighthouse Investment Management Inc.

13F-HR · $716.39M reported · 150 holdings listed · SEC ↗

Q4 2025
Feb 09 Summit Asset Management, LLC

13F-HR · $706.72M reported · 171 holdings listed · SEC ↗

Q4 2025
Feb 09 Integrity Advisory Solutions, LLC

13F-HR · $694.28M reported · 266 holdings listed · SEC ↗

Q4 2025
Feb 09 Wellington Shields Capital Management, LLC

13F-HR · $685.77M reported · 316 holdings listed · SEC ↗

Q4 2025
Feb 09 Blue Bell Private Wealth Management, Llc

13F-HR · $682.10M reported · 727 holdings listed · SEC ↗

Q4 2025
Feb 09 Allied Investment Advisors, LLC

13F-HR · $646.84M reported · 102 holdings listed · SEC ↗

Q4 2025
Feb 09 Clearstead Trust, LLC

13F-HR · $635.25M reported · 997 holdings listed · SEC ↗

Q4 2025
Feb 09 Bellwether Advisors, LLC

13F-HR · $626.63M reported · 134 holdings listed · SEC ↗

Q4 2025
Feb 09 Nicolet Bankshares Inc

13F-HR · $623.98M reported · 231 holdings listed · SEC ↗

Q4 2025
Feb 09 12th Street Asset Management Company, LLC

13F-HR · $606.84M reported · 32 holdings listed · SEC ↗

Q4 2025
Feb 09 Beck Bode, LLC

13F-HR · $601.19M reported · 94 holdings listed · SEC ↗

Q4 2025
Feb 09 Clayton, Dubilier & Rice, LLC

13F-HR · $594.96M reported · 2 holdings listed · SEC ↗

Q4 2025
Feb 09 Hutchinson Capital Management/Ca

13F-HR · $583.30M reported · 98 holdings listed · SEC ↗

Q4 2025
Feb 09 Tiff Advisory Services, Llc

13F-HR · $581.00M reported · 31 holdings listed · SEC ↗

Q4 2025
Feb 09 IPG Investment Advisors LLC

13F-HR · $570.46M reported · 223 holdings listed · SEC ↗

Q4 2025
Feb 09 Westover Capital Advisors, LLC

13F-HR · $549.38M reported · 230 holdings listed · SEC ↗

Q4 2025
Feb 09 America First Investment Advisors, LLC

13F-HR · $549.11M reported · 42 holdings listed · SEC ↗

Q4 2025
Feb 09 Key FInancial Inc

13F-HR · $547.93M reported · 1,487 holdings listed · SEC ↗

Q4 2025
Feb 09 Studio Investment Management Llc

13F-HR · $547.30M reported · 180 holdings listed · SEC ↗

Q4 2025
Feb 09 Sterling Investment Advisors, Ltd.

13F-HR · $542.91M reported · 213 holdings listed · SEC ↗

Q4 2025
Feb 09 Annis Gardner Whiting Capital Advisors, LLC

13F-HR · $527.65M reported · 1,209 holdings listed · SEC ↗

Q4 2025
Feb 09 Fft Wealth Management Llc

13F-HR · $525.02M reported · 86 holdings listed · SEC ↗

Q4 2025
Feb 09 General Pension Society PZU Joint Stock Co

13F-HR · $494.75M reported · 14 holdings listed · SEC ↗

Q4 2025
Feb 09 Schwarz Dygos Wheeler Investment Advisors Llc

13F-HR · $484.19M reported · 169 holdings listed · SEC ↗

Q4 2025
Feb 09 Firestone Capital Management

13F-HR · $471.37M reported · 166 holdings listed · SEC ↗

Q4 2025
Feb 09 HS Management Partners, LLC

13F-HR · $468.55M reported · 24 holdings listed · SEC ↗

Q4 2025
Feb 09 MSH Capital Advisors LLC

13F-HR · $468.04M reported · 297 holdings listed · SEC ↗

Q4 2025
Feb 09 Factor Wealth Management LTD

13F-HR · $463.01M reported · 166 holdings listed · SEC ↗

Q4 2025
Feb 09 Barry Investment Advisors, LLC

13F-HR · $449.26M reported · 102 holdings listed · SEC ↗

Q4 2025
Feb 09 Thrive Capital Management, LLC

13F-HR · $448.99M reported · 174 holdings listed · SEC ↗

Q4 2025
Feb 09 Rit Capital Partners Plc

13F-HR · $447.24M reported · 12 holdings listed · SEC ↗

Q4 2025
Feb 09 Pioneer Trust Bank N A/Or

13F-HR · $430.94M reported · 125 holdings listed · SEC ↗

Q4 2025
Feb 09 Catalyst Funds Management Pty Ltd

13F-HR · $430.91M reported · 330 holdings listed · SEC ↗

Q4 2025
Feb 09 TRB Advisors LP

13F-HR · $426.96M reported · 11 holdings listed · SEC ↗

Q4 2025
Feb 09 Syverson Strege & Co

13F-HR · $422.53M reported · 166 holdings listed · SEC ↗

Q4 2025
Feb 09 Lisanti Capital Growth, LLC

13F-HR · $422.08M reported · 110 holdings listed · SEC ↗

Q4 2025
Feb 09 Wellington Shields & Co., LLC

13F-HR · $405.40M reported · 321 holdings listed · SEC ↗

Q4 2025
Feb 09 Atticus Wealth Management, Llc

13F-HR · $404.91M reported · 204 holdings listed · SEC ↗

Q4 2025
Feb 09 PSI Advisors, LLC

13F-HR · $398.14M reported · 275 holdings listed · SEC ↗

Q4 2025
Feb 09 Redmond Asset Management, LLC

13F-HR · $392.18M reported · 197 holdings listed · SEC ↗

Q4 2025
Feb 09 Flagstone Financial Management

13F-HR · $389.91M reported · 66 holdings listed · SEC ↗

Q4 2025
Feb 09 Premier Financial Group

13F-HR · $383.54M reported · 56 holdings listed · SEC ↗

Q4 2025
Feb 09 Terril Brothers, Inc.

13F-HR · $381.46M reported · 73 holdings listed · SEC ↗

Q4 2025
Feb 09 Eaton Financial Holdings Company, LLC

13F-HR · $372.05M reported · 134 holdings listed · SEC ↗

Q4 2025
Feb 09 Cary Street Partners Investment Advisory Llc

13F-HR · $370.59M reported · 3,477 holdings listed · 32 other managers included · SEC ↗

Q4 2025
Feb 09 Arq Wealth Advisors, Llc

13F-HR · $370.55M reported · 135 holdings listed · SEC ↗

Q4 2025
Feb 09 White Pine Capital Llc

13F-HR · $363.44M reported · 219 holdings listed · SEC ↗

Q4 2025
Feb 09 Narus Financial Partners, LLC

13F-HR · $362.99M reported · 162 holdings listed · SEC ↗

Q4 2025
Feb 09 Endeavour Capital Advisors Inc

13F-HR · $359.42M reported · 41 holdings listed · SEC ↗

Q4 2025
Feb 09 Leeward Financial Partners, LLC

13F-HR · $355.77M reported · 96 holdings listed · SEC ↗

Q4 2025
Feb 09 Rooted Wealth Advisors, Inc.

13F-HR · $355.47M reported · 138 holdings listed · SEC ↗

Q4 2025
Feb 09 Starr Indemnity & Liability Co

13F-HR · $352.08M reported · 4 holdings listed · SEC ↗

Q4 2025
Feb 09 Global Assets Advisory, LLC

13F-HR · $349.72M reported · 283 holdings listed · SEC ↗

Q4 2025
Feb 09 Valtinson Bruner Financial Planning LLC

13F-HR · $347.58M reported · 165 holdings listed · SEC ↗

Q4 2025
Feb 09 Regimen Wealth, Llc

13F-HR · $341.94M reported · 76 holdings listed · SEC ↗

Q4 2025
Feb 09 Sandy Cove Advisors, LLC

13F-HR · $337.61M reported · 142 holdings listed · SEC ↗

Q4 2025
Feb 09 Valence8 US LP

13F-HR · $337.50M reported · 15 holdings listed · SEC ↗

Q4 2025
Feb 09 Continental Grain Co

13F-HR · $335.73M reported · 4 holdings listed · SEC ↗

Q4 2025
Feb 09 Churchill Financial Advisors, LLC

13F-HR · $327.25M reported · 122 holdings listed · SEC ↗

Q4 2025
Feb 09 Boundless Plain Holdings Ltd

13F-HR · $313.57M reported · 19 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 MTM Investment Management, LLC

13F-HR · $313.29M reported · 710 holdings listed · SEC ↗

Q4 2025
Feb 09 Sensible Money, LLC

13F-HR · $313.14M reported · 86 holdings listed · SEC ↗

Q4 2025
Feb 09 Washington State Investment Board

13F-HR · $309.90M reported · 2 holdings listed · SEC ↗

Q4 2025
Feb 09 Lind Value II ApS

13F-HR · $309.58M reported · 9 holdings listed · SEC ↗

Q4 2025
Feb 09 Goepper Burkhardt LLC

13F-HR · $306.91M reported · 103 holdings listed · SEC ↗

Q4 2025
Feb 09 GeoSphere Capital Management, LLC

13F-HR · $303.83M reported · 40 holdings listed · SEC ↗

Q4 2025
Feb 09 Ghe, Llc

13F-HR · $301.79M reported · 54 holdings listed · SEC ↗

Q4 2025
Feb 09 Berkshire Capital Holdings Inc

13F-HR · $301.70M reported · 109 holdings listed · SEC ↗

Q4 2025
Feb 09 44 Wealth Management Llc

13F-HR · $298.01M reported · 196 holdings listed · SEC ↗

Q4 2025
Feb 09 Nia Impact Advisors, Llc

13F-HR · $297.94M reported · 101 holdings listed · SEC ↗

Q4 2025
Feb 09 Strategic Equity Management

13F-HR · $294.90M reported · 68 holdings listed · SEC ↗

Q4 2025
Feb 09 Powell Investment Advisors, LLC

13F-HR · $290.47M reported · 169 holdings listed · SEC ↗

Q4 2025
Feb 09 Wealth Advisors of Tampa Bay, LLC

13F-HR · $289.81M reported · 92 holdings listed · SEC ↗

Q4 2025
Feb 09 Malaga Cove Capital, LLC

13F-HR · $288.88M reported · 189 holdings listed · SEC ↗

Q4 2025
← Previous Page 64 / 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