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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
NIQ NIQ Global… +13 +13 15

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
GGAL Grupo Financiero… -5 −6 11
UNIT Uniti Group Inc. -5 −6 14
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 6,501–6,600 of 10,432 individual filing documents

Nov 05 Trivant Custom Portfolio Group, LLC

13F-HR · $194.57M reported · 84 holdings listed · SEC ↗

Q3 2025
Nov 05 Optimize Financial Inc

13F-HR · $192.02M reported · 323 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 05 ELCO Management Co., LLC

13F-HR · $191.79M reported · 193 holdings listed · SEC ↗

Q3 2025
Nov 05 LFA - Lugano Financial Advisors SA

13F-HR · $189.67M reported · 229 holdings listed · SEC ↗

Q3 2025
Nov 05 Cannae Holdings, Inc.

13F-HR · $189.35M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 05 First National Bank of Hutchinson

13F-HR · $189.00M reported · 172 holdings listed · SEC ↗

Q3 2025
Nov 05 Fortitude Advisory Group L.L.C.

13F-HR · $186.06M reported · 216 holdings listed · SEC ↗

Q3 2025
Nov 05 L.K. Benson & Company, P.C.

13F-HR · $185.52M reported · 106 holdings listed · SEC ↗

Q3 2025
Nov 05 Prime Buchholz LLC

13F-HR · $181.93M reported · 20 holdings listed · SEC ↗

Q3 2025
Nov 05 Prudent Man Investment Management, Inc.

13F-HR · $180.10M reported · 179 holdings listed · SEC ↗

Q3 2025
Nov 05 Councilmark Asset Management, LLC

13F-HR · $174.43M reported · 86 holdings listed · SEC ↗

Q3 2025
Nov 05 Hudson Canyon Capital Management

13F-HR · $174.13M reported · 51 holdings listed · SEC ↗

Q3 2025
Nov 05 Seros Financial, LLC

13F-HR · $171.76M reported · 64 holdings listed · SEC ↗

Q3 2025
Nov 05 Brown University

13F-HR · $169.07M reported · 8 holdings listed · SEC ↗

Q3 2025
Nov 05 Anderson Financial Strategies, LLC

13F-HR · $168.85M reported · 39 holdings listed · SEC ↗

Q3 2025
Nov 05 Financial Alternatives, Inc

13F-HR · $165.15M reported · 86 holdings listed · SEC ↗

Q3 2025
Nov 05 W.H. Cornerstone Investments Inc.

13F-HR · $163.97M reported · 115 holdings listed · SEC ↗

Q3 2025
Nov 05 Pacific Wealth Strategies Group, Inc.

13F-HR · $163.01M reported · 64 holdings listed · SEC ↗

Q3 2025
Nov 05 Thompson Davis & Co., Inc.

13F-HR · $162.00M reported · 148 holdings listed · SEC ↗

Q3 2025
Nov 05 Aflac Inc

13F-HR · $161.41M reported · 3 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 05 Providence Wealth Advisors, LLC

13F-HR · $158.51M reported · 85 holdings listed · SEC ↗

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

13F-HR · $157.98M reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 05 Renasant Bank

13F-HR · $157.54M reported · 264 holdings listed · SEC ↗

Q3 2025
Nov 05 Fearless Solutions, LLC dba Best Invest

13F-HR · $155.95M reported · 115 holdings listed · SEC ↗

Q3 2025
Nov 05 Greater Midwest Financial Group, LLC

13F-HR · $154.88M reported · 61 holdings listed · SEC ↗

Q3 2025
Nov 05 Fidato Wealth LLC

13F-HR · $152.14M reported · 15 holdings listed · SEC ↗

Q3 2025
Nov 05 Palacios Wealth Management, LLC

13F-HR · $151.80M reported · 74 holdings listed · SEC ↗

Q3 2025
Nov 05 Authentikos Wealth Advisory, LLC

13F-HR · $151.24M reported · 59 holdings listed · SEC ↗

Q3 2025
Nov 05 Heritage Wealth Management, Inc. /CA/

13F-HR · $149.28M reported · 92 holdings listed · SEC ↗

Q3 2025
Nov 05 IMG Wealth Management, Inc.

13F-HR · $147.83M reported · 552 holdings listed · SEC ↗

Q3 2025
Nov 05 Cyr Financial Inc.

13F-HR · $146.35M reported · 63 holdings listed · SEC ↗

Q3 2025
Nov 05 Share Andrew L.

13F-HR · $144.60M reported · 16 holdings listed · SEC ↗

Q3 2025
Nov 05 Fearless Solutions, LLC dba Best Invest

13F-HR · $142.98M reported · 109 holdings listed · SEC ↗

Q3 2025
Nov 05 Bank of Marin

13F-HR · $141.78M reported · 147 holdings listed · SEC ↗

Q3 2025
Nov 05 Chapman Investment Management, LLC

13F-HR · $140.57M reported · 29 holdings listed · SEC ↗

Q3 2025
Nov 05 Visa Foundation

13F-HR · $138.90M reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 05 SpringVest Wealth Management LLC

13F-HR · $135.99M reported · 65 holdings listed · SEC ↗

Q3 2025
Nov 05 Durante & Waters, Llc

13F-HR · $135.96M reported · 33 holdings listed · SEC ↗

Q3 2025
Nov 05 Trace Wealth Advisors, LLC

13F-HR · $133.77M reported · 68 holdings listed · SEC ↗

Q3 2025
Nov 05 Anson Capital, Inc.

13F-HR · $133.36M reported · 81 holdings listed · SEC ↗

Q3 2025
Nov 05 Collier Financial

13F-HR · $132.96M reported · 131 holdings listed · SEC ↗

Q3 2025
Nov 05 Fortune Financial Advisors, LLC

13F-HR · $132.91M reported · 94 holdings listed · SEC ↗

Q3 2025
Nov 05 Fearless Solutions, LLC dba Best Invest

13F-HR · $131.01M reported · 96 holdings listed · SEC ↗

Q3 2025
Nov 05 Fearless Solutions, LLC dba Best Invest

13F-HR · $128.64M reported · 100 holdings listed · SEC ↗

Q3 2025
Nov 05 Paladin Advisory Group, LLC

13F-HR · $128.27M reported · 239 holdings listed · SEC ↗

Q3 2025
Nov 05 Axim Planning & Wealth

13F-HR · $126.73M reported · 83 holdings listed · SEC ↗

Q3 2025
Nov 05 Guild Investment Management, Inc.

13F-HR · $125.97M reported · 50 holdings listed · SEC ↗

Q3 2025
Nov 05 Carbahal Olsen Financial Services Group, LLC

13F-HR · $124.62M reported · 37 holdings listed · SEC ↗

Q3 2025
Nov 05 swisspartners Advisors Ltd

13F-HR · $121.71M reported · 23 holdings listed · SEC ↗

Q3 2025
Nov 05 Runnymede Capital Advisors, Inc.

13F-HR · $121.41M reported · 70 holdings listed · SEC ↗

Q3 2025
Nov 05 Hobbs Wealth Management, LLC

13F-HR · $119.24M reported · 57 holdings listed · SEC ↗

Q3 2025
Nov 05 Sherman Asset Management, Inc.

13F-HR · $115.91M reported · 143 holdings listed · SEC ↗

Q3 2025
Nov 05 Shade Tree Advisors LLC

13F-HR · $115.53M reported · 18 holdings listed · SEC ↗

Q3 2025
Nov 05 Post Resch Tallon Group Inc.

13F-HR · $113.01M reported · 109 holdings listed · SEC ↗

Q3 2025
Nov 05 American Asset Management Inc.

13F-HR · $111.42M reported · 30 holdings listed · SEC ↗

Q3 2025
Nov 05 Virtus Family Office LLC

13F-HR · $106.84M reported · 52 holdings listed · SEC ↗

Q3 2025
Nov 05 Payne Capital LLC

13F-HR · $98.61M reported · 55 holdings listed · SEC ↗

Q3 2025
Nov 05 Summerhill Capital Management lnc.

13F-HR · $96.34M reported · 15 holdings listed · SEC ↗

Q3 2025
Nov 05 H Capital V GP, L.P.

13F-HR · $94.02M reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 05 Goodwin Investment Advisory

13F-HR · $93.26M reported · 229 holdings listed · SEC ↗

Q3 2025
Nov 05 Capital Management Associates /Ny/

13F-HR · $67.02M reported · 42 holdings listed · SEC ↗

Q3 2025
Nov 05 Bessemer Group Inc

13F-HR · $65.39M reported · 9,702 holdings listed · 7 other managers included · SEC ↗

Q3 2025
Nov 05 IDG Technology Venture Investment IV, LLC

13F-HR · $58.34M reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 05 Castle Creek Capital Partners VI, LP

13F-HR · $55.86M reported · 2 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 05 Mediatel Partners

13F-HR · $30.83M reported · 2 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 05 BI Asset Management Fondsmaeglerselskab A/S

13F-HR · $11.07M reported · 700 holdings listed · SEC ↗

Q3 2025
Nov 05 Garland Capital Management Inc

13F-HR · $7.27M reported · 21 holdings listed · SEC ↗

Q3 2025
Nov 05 Hantz Financial Services, Inc.

13F-HR · $6.60M reported · 2,416 holdings listed · SEC ↗

Q3 2025
Nov 05 C WorldWide Group Holding A/S

13F-HR · $6.48M reported · 95 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 05 Border to Coast Pensions Partnership Ltd

13F-HR · $5.74M reported · 87 holdings listed · SEC ↗

Q3 2025
Nov 05 HighPoint Advisor Group LLC

13F-HR · $2.10M reported · 687 holdings listed · SEC ↗

Q3 2025
Nov 05 1888 Investments, LLC

13F-HR · $1.87M reported · 3 holdings listed · SEC ↗

Q3 2025
Nov 05 Appleton Partners Inc/Ma

13F-HR · $1.49M reported · 256 holdings listed · SEC ↗

Q3 2025
Nov 05 SlateStone Wealth, LLC

13F-HR · $1.16M reported · 293 holdings listed · SEC ↗

Q3 2025
Nov 05 Daido Life Insurance Co

13F-HR · $695,056 reported · 6 holdings listed · SEC ↗

Q3 2025
Nov 05 First Fiduciary Investment Counsel, Inc.

13F-HR · $513,702 reported · 73 holdings listed · SEC ↗

Q3 2025
Nov 05 Coston, McIsaac & Partners

13F-HR · $419,982 reported · 1,039 holdings listed · SEC ↗

Q3 2025
Nov 05 Pinnacle West Asset Management, Inc.

13F-HR · $154,408 reported · 116 holdings listed · SEC ↗

Q3 2025
Nov 05 Sentry Investment Management Llc

13F-HR · $149,874 reported · 527 holdings listed · SEC ↗

Q3 2025
Nov 05 Delaware Charter Guarantee & Trust Co

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Principal Financial Services Inc

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Anthracite Investment Company, Inc.

13F-HR · value not stated on cover page · 1 holdings listed · SEC ↗

Q3 2025
Nov 05 Bessemer Trust Co

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 C WorldWide Asset Management Fondsmaeglerselskab A/S

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 BESSEMER TRUST Co OF FLORIDA

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 BESSEMER TRUST Co NATIONAL ASSOCIATION

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 BI Holding A/S

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 GC-32 Mineral Partners, L.P.

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Guggenheim Funds Distributors, Llc

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Fidante Partners Ltd

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 SouthState Bank, National Association

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Nblsm, L.P.

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Bass Timothy R

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Bator Thomas E.

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Bessemer Trust Co of California, N.A.

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Herbert John K III

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Popov Patricia D

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Bessemer Trust Co of Nevada, National Association

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Castle Creek Capital VI LLC

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
Nov 05 Crestview Management Llc

13F-NT · value not stated on cover page · SEC ↗

Q3 2025
← Previous Page 66 / 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