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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
NP +18 +19 43
ALH Alliance Laundry… +18 +19 66
WLTH Wealthfront… +17 +18 45
LLYVA Liberty Live Group +17 +18 100

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 6,401–6,500 of 11,282 individual filing documents

Feb 09 NWK Group, Inc.

13F-HR · $287.93M reported · 67 holdings listed · SEC ↗

Q4 2025
Feb 09 Morris Financial Concepts, Inc.

13F-HR · $285.53M reported · 193 holdings listed · SEC ↗

Q4 2025
Feb 09 Revere Asset Management, Inc

13F-HR · $284.13M reported · 34 holdings listed · SEC ↗

Q4 2025
Feb 09 Collaborative Wealth Managment Inc.

13F-HR · $283.73M reported · 239 holdings listed · SEC ↗

Q4 2025
Feb 09 Buckhead Capital Management Llc

13F-HR · $278.71M reported · 138 holdings listed · SEC ↗

Q4 2025
Feb 09 Weinberger Asset Management, Inc

13F-HR · $277.46M reported · 92 holdings listed · SEC ↗

Q4 2025
Feb 09 Alta Advisers Ltd

13F-HR · $275.97M reported · 200 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 ICW Investment Advisors LLC

13F-HR · $275.02M reported · 145 holdings listed · SEC ↗

Q4 2025
Feb 09 Parkshore Wealth Management, Inc.

13F-HR · $266.38M reported · 69 holdings listed · SEC ↗

Q4 2025
Feb 09 Seaview Investment Managers Llc

13F-HR · $265.92M reported · 200 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 Atlatl Advisers LLC

13F-HR · $260.84M reported · 179 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 09 Murphy Pohlad Asset Management LLC

13F-HR · $260.44M reported · 125 holdings listed · SEC ↗

Q4 2025
Feb 09 Ceera Investments, Llc

13F-HR · $258.89M reported · 87 holdings listed · SEC ↗

Q4 2025
Feb 09 Eukles Asset Management

13F-HR · $257.17M reported · 230 holdings listed · SEC ↗

Q4 2025
Feb 09 TradeWell Securities, LLC.

13F-HR · $256.90M reported · 45 holdings listed · SEC ↗

Q4 2025
Feb 09 LifePlan Investment Advisors, Inc.

13F-HR · $245.54M reported · 116 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 Family Office Research LLC

13F-HR · $244.64M reported · 77 holdings listed · SEC ↗

Q4 2025
Feb 09 Zeno Equity Partners LLP

13F-HR · $241.15M reported · 12 holdings listed · SEC ↗

Q4 2025
Feb 09 TrustBank

13F-HR · $239.70M reported · 139 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 Prairie Wealth Advisors, Inc.

13F-HR · $235.60M reported · 149 holdings listed · SEC ↗

Q4 2025
Feb 09 Roubaix Capital, LLC

13F-HR · $234.53M reported · 46 holdings listed · SEC ↗

Q4 2025
Feb 09 Lgl Partners, Llc

13F-HR · $234.31M reported · 53 holdings listed · SEC ↗

Q4 2025
Feb 09 Accent Capital Management, LLC

13F-HR · $232.66M reported · 354 holdings listed · SEC ↗

Q4 2025
Feb 09 Fidelity D & D Bancorp Inc

13F-HR · $231.54M reported · 167 holdings listed · SEC ↗

Q4 2025
Feb 09 Carroll Advisory Group, LLC

13F-HR · $231.13M reported · 72 holdings listed · SEC ↗

Q4 2025
Feb 09 Heritage Wealth Management, Inc./Texas

13F-HR · $230.43M reported · 38 holdings listed · SEC ↗

Q4 2025
Feb 09 Millington Financial Advisors, LLC

13F-HR · $225.70M reported · 119 holdings listed · SEC ↗

Q4 2025
Feb 09 Carl P. Sherr & Co., LLC

13F-HR · $224.04M reported · 127 holdings listed · SEC ↗

Q4 2025
Feb 09 Unison Asset Management LLC

13F-HR · $223.26M reported · 31 holdings listed · SEC ↗

Q4 2025
Feb 09 Optimist Retirement Group LLC

13F-HR · $218.26M reported · 113 holdings listed · SEC ↗

Q4 2025
Feb 09 Endowment Wealth Management, Inc.

13F-HR · $217.61M reported · 157 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 Dilation Capital Management LP

13F-HR · $217.44M reported · 19 holdings listed · SEC ↗

Q4 2025
Feb 09 Melia Wealth LLC

13F-HR · $216.33M reported · 23 holdings listed · SEC ↗

Q4 2025
Feb 09 William Mack & Associates, Inc.

13F-HR · $212.46M reported · 92 holdings listed · SEC ↗

Q4 2025
Feb 09 Ballast Asset Management, LP

13F-HR · $211.70M reported · 52 holdings listed · SEC ↗

Q4 2025
Feb 09 Guinness Atkinson Asset Management Inc

13F-HR · $210.52M reported · 93 holdings listed · SEC ↗

Q4 2025
Feb 09 Darden Wealth Group Inc

13F-HR · $206.12M reported · 148 holdings listed · SEC ↗

Q4 2025
Feb 09 Topel & Distasi Wealth Management, LLC

13F-HR · $204.79M reported · 61 holdings listed · SEC ↗

Q4 2025
Feb 09 Koesten, Hirschmann & Crabtree, INC.

13F-HR · $203.29M reported · 42 holdings listed · SEC ↗

Q4 2025
Feb 09 Ciovacco Capital Management LLC

13F-HR · $199.65M reported · 27 holdings listed · SEC ↗

Q4 2025
Feb 09 Marshall Investment Management, Llc

13F-HR · $199.09M reported · 76 holdings listed · SEC ↗

Q4 2025
Feb 09 Optimize Financial Inc

13F-HR · $198.53M reported · 320 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 GatePass Capital, LLC

13F-HR · $194.01M reported · 157 holdings listed · SEC ↗

Q4 2025
Feb 09 University of Cambridge Investment Management Ltd

13F-HR · $192.03M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 09 Client First Investment Management LLC

13F-HR · $190.66M reported · 30 holdings listed · SEC ↗

Q4 2025
Feb 09 Horizon Family Wealth, Inc.

13F-HR · $187.80M reported · 115 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 Coordinated Financial Services, Inc.

13F-HR · $185.31M reported · 127 holdings listed · SEC ↗

Q4 2025
Feb 09 GS Investments, Inc.

13F-HR · $184.12M reported · 117 holdings listed · SEC ↗

Q4 2025
Feb 09 Straightline Group Llc

13F-HR · $182.90M reported · 15 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 C V Starr & Co Inc

13F-HR · $181.97M reported · 5 holdings listed · SEC ↗

Q4 2025
Feb 09 Councilmark Asset Management, LLC

13F-HR · $178.82M reported · 83 holdings listed · SEC ↗

Q4 2025
Feb 09 Pacific Wealth Strategies Group, Inc.

13F-HR · $176.64M reported · 61 holdings listed · SEC ↗

Q4 2025
Feb 09 Stephens Greth Foundation

13F-HR · $173.93M reported · 4 holdings listed · SEC ↗

Q4 2025
Feb 09 MQS Management LLC

13F-HR · $169.61M reported · 386 holdings listed · SEC ↗

Q4 2025
Feb 09 Frazier Financial Advisors, LLC

13F-HR · $168.87M reported · 644 holdings listed · SEC ↗

Q4 2025
Feb 09 CYBER HORNET ETFs LLC

13F-HR · $167.59M reported · 512 holdings listed · SEC ↗

Q4 2025
Feb 09 Pathfinder Wealth Consulting, Inc.

13F-HR · $158.40M reported · 166 holdings listed · SEC ↗

Q4 2025
Feb 09 SLT Holdings LLC

13F-HR · $155.45M reported · 140 holdings listed · SEC ↗

Q4 2025
Feb 09 Interactive Financial Advisors, Inc.

13F-HR · $154.76M reported · 78 holdings listed · SEC ↗

Q4 2025
Feb 09 Diversified Investment Strategies, LLC

13F-HR · $152.55M reported · 50 holdings listed · SEC ↗

Q4 2025
Feb 09 Gordian Advisors LLC

13F-HR · $150.94M reported · 52 holdings listed · SEC ↗

Q4 2025
Feb 09 Accredited Investor Services, Llc

13F-HR · $150.94M reported · 75 holdings listed · SEC ↗

Q4 2025
Feb 09 Kuhn & Co Investment Counsel

13F-HR · $150.06M reported · 142 holdings listed · SEC ↗

Q4 2025
Feb 09 Minerva Advisors LLC

13F-HR · $149.72M reported · 104 holdings listed · SEC ↗

Q4 2025
Feb 09 Ellerson Group Inc /Adv

13F-HR · $147.80M reported · 54 holdings listed · SEC ↗

Q4 2025
Feb 09 Robinson Smith Wealth Advisors Llc

13F-HR · $146.44M reported · 84 holdings listed · SEC ↗

Q4 2025
Feb 09 LongView Asset Management LLC

13F-HR · $143.40M reported · 51 holdings listed · SEC ↗

Q4 2025
Feb 09 AEGON USA Investment Management, LLC

13F-HR · $141.50M reported · 44 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 Monetta Financial Services Inc

13F-HR · $139.64M reported · 57 holdings listed · SEC ↗

Q4 2025
Feb 09 Illumine Investment Management, LLC

13F-HR · $137.19M reported · 91 holdings listed · SEC ↗

Q4 2025
Feb 09 Themes Management Co LLC

13F-HR · $133.75M reported · 141 holdings listed · SEC ↗

Q4 2025
Feb 09 Value Base Ltd.

13F-HR · $133.47M reported · 10 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 University of Pittsburgh - Of the Commonwealth…

13F-HR · $130.24M reported · 2 holdings listed · SEC ↗

Q4 2025
Feb 09 Williamson Legacy Group, LLC

13F-HR · $127.94M reported · 92 holdings listed · SEC ↗

Q4 2025
Feb 09 Poinciana Advisors Group, Llc

13F-HR · $126.79M reported · 138 holdings listed · SEC ↗

Q4 2025
Feb 09 Redstone Wealth Management, Llc

13F-HR · $126.56M reported · 39 holdings listed · SEC ↗

Q4 2025
Feb 09 Allium Financial Advisors, Llc

13F-HR · $126.15M reported · 79 holdings listed · SEC ↗

Q4 2025
Feb 09 M3 Wealth Management, LLC

13F-HR · $125.80M reported · 117 holdings listed · SEC ↗

Q4 2025
Feb 09 Fox Financial, Inc

13F-HR · $125.42M reported · 12 holdings listed · SEC ↗

Q4 2025
Feb 09 Northstar Financial Companies, Inc.

13F-HR · $125.37M reported · 113 holdings listed · SEC ↗

Q4 2025
Feb 09 Sectoral Asset Management Inc

13F-HR · $124.75M reported · 74 holdings listed · SEC ↗

Q4 2025
Feb 09 Rhl Group, Llc

13F-HR · $124.38M reported · 215 holdings listed · SEC ↗

Q4 2025
Feb 09 Linden Rose Investment LLC

13F-HR · $120.34M reported · 7 holdings listed · SEC ↗

Q4 2025
Feb 09 MRP Capital Investments, LLC

13F-HR · $119.33M reported · 200 holdings listed · SEC ↗

Q4 2025
Feb 09 Waystone Advisors Llc

13F-HR · $116.57M reported · 102 holdings listed · SEC ↗

Q4 2025
Feb 09 Perissos Private Wealth Management, LLC

13F-HR · $115.89M reported · 73 holdings listed · SEC ↗

Q4 2025
Feb 09 Severin Investments, LLC

13F-HR · $113.14M reported · 167 holdings listed · SEC ↗

Q4 2025
Feb 09 Investors Portfolio Services LLC

13F-HR · $111.02M reported · 481 holdings listed · SEC ↗

Q4 2025
Feb 09 Banta Asset Management Lp

13F-HR · $109.67M reported · 17 holdings listed · SEC ↗

Q4 2025
Feb 09 Strategic Financial Concepts, LLC

13F-HR · $109.39M reported · 126 holdings listed · SEC ↗

Q4 2025
Feb 09 Cypress Capital Management LLC (WY)

13F-HR · $107.67M reported · 207 holdings listed · SEC ↗

Q4 2025
Feb 09 North Forty Two & Co.

13F-HR · $105.96M reported · 97 holdings listed · SEC ↗

Q4 2025
Feb 09 Connecticut Capital Management Group, LLC

13F-HR · $104.46M reported · 125 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 09 Twin Cities Retirement Group LLC

13F-HR · $103.62M reported · 24 holdings listed · SEC ↗

Q4 2025
Feb 09 Mann Financial Group, Inc.

13F-HR/A · $103.38M reported · 31 holdings listed · SEC ↗

Q4 2025
Feb 09 Valued Retirements, Inc.

13F-HR · $102.27M reported · 92 holdings listed · SEC ↗

Q4 2025
Feb 09 Unified Investment Management

13F-HR · $99.85M reported · 137 holdings listed · SEC ↗

Q4 2025
Feb 09 Shelter Rock Management, LLC

13F-HR · $99.58M reported · 42 holdings listed · SEC ↗

Q4 2025
Feb 09 V. M. Manning & Co., Inc.

13F-HR · $99.14M reported · 54 holdings listed · SEC ↗

Q4 2025
Feb 09 Box Hill Private Wealth LLC

13F-HR · $98.79M reported · 55 holdings listed · SEC ↗

Q4 2025
← Previous Page 65 / 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