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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
1,835Notice filings
Oct 01First filed
Oct 30Latest 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
FLY Firefly Aerospace… +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 6,401–6,500 of 10,432 individual filing documents

Nov 05 Twin Capital Management Inc

13F-HR · $794.08M reported · 259 holdings listed · SEC ↗

Q3 2025
Nov 05 John G Ullman & Associates Inc

13F-HR · $742.67M reported · 173 holdings listed · SEC ↗

Q3 2025
Nov 05 Portside Wealth Group, LLC

13F-HR · $725.70M reported · 939 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 05 Concord Wealth Partners

13F-HR · $724.58M reported · 833 holdings listed · SEC ↗

Q3 2025
Nov 05 Ironwood Investment Counsel, LLC

13F-HR · $685.92M reported · 263 holdings listed · SEC ↗

Q3 2025
Nov 05 Wellington Shields Capital Management, LLC

13F-HR · $658.92M reported · 335 holdings listed · SEC ↗

Q3 2025
Nov 05 Austin Wealth Management, LLC

13F-HR · $637.35M reported · 161 holdings listed · SEC ↗

Q3 2025
Nov 05 HORAN Wealth, LLC

13F-HR · $634.61M reported · 192 holdings listed · SEC ↗

Q3 2025
Nov 05 Soundwatch Capital LLC

13F-HR · $623.57M reported · 39 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 05 AdvisorShares Investments LLC

13F-HR · $612.24M reported · 291 holdings listed · SEC ↗

Q3 2025
Nov 05 Correct Capital Wealth Management

13F-HR · $607.58M reported · 132 holdings listed · SEC ↗

Q3 2025
Nov 05 High Ground Investment Management LLP

13F-HR · $601.93M reported · 8 holdings listed · SEC ↗

Q3 2025
Nov 05 Machina Capital S.A.S.

13F-HR · $568.43M reported · 314 holdings listed · SEC ↗

Q3 2025
Nov 05 Ramsay, Stattman, Vela & Price, Inc.

13F-HR · $558.28M reported · 79 holdings listed · SEC ↗

Q3 2025
Nov 05 Sensible Financial Planning & Management, LLC.

13F-HR · $550.65M reported · 31 holdings listed · SEC ↗

Q3 2025
Nov 05 Concord Asset Management, LLC/VA

13F-HR · $550.53M reported · 121 holdings listed · SEC ↗

Q3 2025
Nov 05 Canvas Wealth Advisors, LLC

13F-HR · $549.90M reported · 214 holdings listed · SEC ↗

Q3 2025
Nov 05 Kinsale Capital Group, Inc.

13F-HR · $547.10M reported · 38 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 05 Altiora Financial Group, LLC

13F-HR · $546.68M reported · 94 holdings listed · SEC ↗

Q3 2025
Nov 05 Key FInancial Inc

13F-HR · $541.21M reported · 1,503 holdings listed · SEC ↗

Q3 2025
Nov 05 Lincoln Capital LLC

13F-HR · $533.83M reported · 124 holdings listed · SEC ↗

Q3 2025
Nov 05 Kranot Hishtalmut Le Morim Tichoniim Havera…

13F-HR · $486.76M reported · 61 holdings listed · SEC ↗

Q3 2025
Nov 05 IDG China Venture Capital Fund IV Associates L.P.

13F-HR · $476.41M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 05 Stordahl Capital Management, Inc.

13F-HR · $476.11M reported · 63 holdings listed · SEC ↗

Q3 2025
Nov 05 Poehling Capital Management, INC.

13F-HR · $475.75M reported · 136 holdings listed · SEC ↗

Q3 2025
Nov 05 Vantage Financial Partners, LLC

13F-HR · $474.79M reported · 216 holdings listed · SEC ↗

Q3 2025
Nov 05 Auxano Advisors, LLC

13F-HR · $470.31M reported · 172 holdings listed · SEC ↗

Q3 2025
Nov 05 Firestone Capital Management

13F-HR · $462.73M reported · 167 holdings listed · SEC ↗

Q3 2025
Nov 05 Riverpoint Wealth Management Holdings, LLC

13F-HR · $455.00M reported · 58 holdings listed · SEC ↗

Q3 2025
Nov 05 Financial & Tax Architects, LLC

13F-HR · $453.13M reported · 104 holdings listed · SEC ↗

Q3 2025
Nov 05 Altrius Capital Management Inc

13F-HR · $438.40M reported · 85 holdings listed · SEC ↗

Q3 2025
Nov 05 Old West Investment Management, LLC

13F-HR · $436.03M reported · 86 holdings listed · SEC ↗

Q3 2025
Nov 05 DDFG, Inc

13F-HR · $432.96M reported · 85 holdings listed · SEC ↗

Q3 2025
Nov 05 Gr Financial Group, Llc

13F-HR · $432.57M reported · 27 holdings listed · SEC ↗

Q3 2025
Nov 05 Beacon Harbor Wealth Advisors, Inc.

13F-HR · $428.01M reported · 70 holdings listed · SEC ↗

Q3 2025
Nov 05 B.O.S.S. Retirement Advisors, LLC

13F-HR · $418.14M reported · 195 holdings listed · SEC ↗

Q3 2025
Nov 05 Progressive Investment Management Corp

13F-HR · $411.55M reported · 55 holdings listed · SEC ↗

Q3 2025
Nov 05 Kraft, Davis & Associates, LLC

13F-HR · $410.97M reported · 146 holdings listed · SEC ↗

Q3 2025
Nov 05 Atlanta Consulting Group Advisors, LLC

13F-HR · $408.68M reported · 144 holdings listed · SEC ↗

Q3 2025
Nov 05 Greencape Capital Pty Ltd

13F-HR · $408.08M reported · 6 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 05 Burt Wealth Advisors

13F-HR · $407.30M reported · 115 holdings listed · SEC ↗

Q3 2025
Nov 05 Firetrail Investments Pty Ltd

13F-HR · $399.27M reported · 28 holdings listed · SEC ↗

Q3 2025
Nov 05 Nikulski Financial, Inc.

13F-HR · $397.98M reported · 153 holdings listed · SEC ↗

Q3 2025
Nov 05 Hurlow Wealth Management Group, Inc.

13F-HR · $386.12M reported · 119 holdings listed · SEC ↗

Q3 2025
Nov 05 Wellington Shields & Co., LLC

13F-HR · $383.41M reported · 324 holdings listed · SEC ↗

Q3 2025
Nov 05 Cm Wealth Advisors Llc

13F-HR · $379.28M reported · 89 holdings listed · SEC ↗

Q3 2025
Nov 05 Modus Advisors, LLC

13F-HR · $367.64M reported · 116 holdings listed · SEC ↗

Q3 2025
Nov 05 Beam Wealth Advisors, Inc.

13F-HR · $366.97M reported · 109 holdings listed · SEC ↗

Q3 2025
Nov 05 Legacy Financial Group, Inc.

13F-HR · $364.79M reported · 92 holdings listed · SEC ↗

Q3 2025
Nov 05 Prasad Wealth Partners, LLC

13F-HR · $358.77M reported · 140 holdings listed · SEC ↗

Q3 2025
Nov 05 Fusion Capital, LLC

13F-HR · $343.68M reported · 98 holdings listed · SEC ↗

Q3 2025
Nov 05 Boyd Watterson Asset Management Llc/Oh

13F-HR · $335.82M reported · 418 holdings listed · SEC ↗

Q3 2025
Nov 05 Bond & Devick Financial Network, Inc.

13F-HR · $332.48M reported · 186 holdings listed · SEC ↗

Q3 2025
Nov 05 Shayne & Jacobs, Llc

13F-HR · $323.03M reported · 119 holdings listed · SEC ↗

Q3 2025
Nov 05 Aft, Forsyth & Sober, LLC

13F-HR · $322.51M reported · 56 holdings listed · SEC ↗

Q3 2025
Nov 05 Ceera Investments, Llc

13F-HR · $320.55M reported · 110 holdings listed · SEC ↗

Q3 2025
Nov 05 Aurdan Capital Management, LLC

13F-HR · $314.44M reported · 90 holdings listed · SEC ↗

Q3 2025
Nov 05 American Assets Inc

13F-HR · $311.75M reported · 28 holdings listed · SEC ↗

Q3 2025
Nov 05 Quaker Wealth Management, LLC

13F-HR · $307.44M reported · 841 holdings listed · SEC ↗

Q3 2025
Nov 05 Timonier Family Office, LTD.

13F-HR · $305.22M reported · 58 holdings listed · SEC ↗

Q3 2025
Nov 05 Baker Boyer National Bank

13F-HR · $301.01M reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 05 Mma Asset Management Llc

13F-HR · $299.63M reported · 302 holdings listed · SEC ↗

Q3 2025
Nov 05 Next Capital Management LLC

13F-HR · $299.62M reported · 139 holdings listed · SEC ↗

Q3 2025
Nov 05 Solitude Financial Services

13F-HR · $292.21M reported · 37 holdings listed · SEC ↗

Q3 2025
Nov 05 Lokken Investment Group LLC

13F-HR · $291.20M reported · 148 holdings listed · SEC ↗

Q3 2025
Nov 05 Harmony Asset Management Llc

13F-HR · $290.34M reported · 170 holdings listed · SEC ↗

Q3 2025
Nov 05 Windward Private Wealth Management Inc.

13F-HR · $289.85M reported · 44 holdings listed · SEC ↗

Q3 2025
Nov 05 RBA Wealth Management, LLC

13F-HR · $289.80M reported · 93 holdings listed · SEC ↗

Q3 2025
Nov 05 Elyxium Wealth, LLC

13F-HR · $286.76M reported · 566 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Nov 05 Fullcircle Wealth Llc

13F-HR · $283.92M reported · 262 holdings listed · SEC ↗

Q3 2025
Nov 05 Forum Private Client Group LLC

13F-HR · $280.68M reported · 80 holdings listed · SEC ↗

Q3 2025
Nov 05 Arkfeld Wealth Strategies, L.L.C.

13F-HR · $274.05M reported · 114 holdings listed · SEC ↗

Q3 2025
Nov 05 Carlson Capital, L.P.

13F-HR · $271.54M reported · 64 holdings listed · SEC ↗

Q3 2025
Nov 05 Flynn Zito Capital Management, Llc

13F-HR · $270.98M reported · 133 holdings listed · SEC ↗

Q3 2025
Nov 05 Strategic Equity Management

13F-HR · $269.93M reported · 65 holdings listed · SEC ↗

Q3 2025
Nov 05 BHK Investment Advisors, LLC

13F-HR · $267.68M reported · 67 holdings listed · SEC ↗

Q3 2025
Nov 05 First Dallas Securities Inc.

13F-HR · $266.94M reported · 113 holdings listed · SEC ↗

Q3 2025
Nov 05 Horizon Investment Services, LLC

13F-HR · $264.89M reported · 133 holdings listed · SEC ↗

Q3 2025
Nov 05 Eukles Asset Management

13F-HR · $256.82M reported · 239 holdings listed · SEC ↗

Q3 2025
Nov 05 Murphy Pohlad Asset Management LLC

13F-HR · $254.87M reported · 126 holdings listed · SEC ↗

Q3 2025
Nov 05 Gallacher Capital Management LLC

13F-HR · $252.93M reported · 296 holdings listed · SEC ↗

Q3 2025
Nov 05 TAGStone Capital, Inc.

13F-HR · $252.41M reported · 117 holdings listed · SEC ↗

Q3 2025
Nov 05 Kondo Wealth Advisors, Inc.

13F-HR · $247.92M reported · 68 holdings listed · SEC ↗

Q3 2025
Nov 05 Jackson Square Partners, LLC

13F-HR · $247.32M reported · 47 holdings listed · SEC ↗

Q3 2025
Nov 05 Buttonwood Financial Group, LLC

13F-HR · $231.60M reported · 31 holdings listed · SEC ↗

Q3 2025
Nov 05 Cherry Creek Investment Advisors, Inc.

13F-HR · $231.25M reported · 117 holdings listed · SEC ↗

Q3 2025
Nov 05 RCS Financial Planning, LLC

13F-HR · $225.81M reported · 92 holdings listed · SEC ↗

Q3 2025
Nov 05 TenCore Partners, LP

13F-HR · $225.69M reported · 12 holdings listed · SEC ↗

Q3 2025
Nov 05 Client First Capital LLC

13F-HR · $224.47M reported · 22 holdings listed · SEC ↗

Q3 2025
Nov 05 Financial Guidance Group, Inc.

13F-HR · $223.03M reported · 85 holdings listed · SEC ↗

Q3 2025
Nov 05 Compass Financial Group, Inc.

13F-HR · $222.86M reported · 46 holdings listed · SEC ↗

Q3 2025
Nov 05 Leicht Financial Planning & Wealth Management, Inc.

13F-HR · $221.80M reported · 15 holdings listed · SEC ↗

Q3 2025
Nov 05 Birmingham Capital Management Co Inc/Al

13F-HR · $217.67M reported · 91 holdings listed · SEC ↗

Q3 2025
Nov 05 Nightview Capital, Llc

13F-HR · $216.49M reported · 13 holdings listed · SEC ↗

Q3 2025
Nov 05 Castlekeep Investment Advisors Llc

13F-HR · $213.78M reported · 87 holdings listed · SEC ↗

Q3 2025
Nov 05 Guinness Atkinson Asset Management Inc

13F-HR · $210.52M reported · 94 holdings listed · SEC ↗

Q3 2025
Nov 05 Wells Trecaso Financial Group, LLC

13F-HR · $210.36M reported · 99 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Nov 05 Koesten, Hirschmann & Crabtree, INC.

13F-HR · $209.53M reported · 286 holdings listed · SEC ↗

Q3 2025
Nov 05 Cornerstone Enterprises, Llc

13F-HR · $203.35M reported · 32 holdings listed · SEC ↗

Q3 2025
Nov 05 Thor Trading Advisors, Llc

13F-HR · $196.71M reported · 13 holdings listed · SEC ↗

Q3 2025
← Previous Page 65 / 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