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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
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 6,701–6,800 of 11,282 individual filing documents

Feb 06 Verde Capital Management

13F-HR · $468.90M reported · 67 holdings listed · SEC ↗

Q4 2025
Feb 06 Eagle Health Investments LP

13F-HR · $455.06M reported · 30 holdings listed · SEC ↗

Q4 2025
Feb 06 Reverence Capital Partners, L.P.

13F-HR · $453.00M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 06 Shakespeare Wealth Management, LLC

13F-HR · $452.51M reported · 108 holdings listed · SEC ↗

Q4 2025
Feb 06 Graticule Asia Macro Advisors LLC

13F-HR · $448.95M reported · 2 holdings listed · SEC ↗

Q4 2025
Feb 06 Frisch Financial Group, Inc.

13F-HR · $446.12M reported · 163 holdings listed · SEC ↗

Q4 2025
Feb 06 Addison Advisors LLC

13F-HR · $445.11M reported · 1,164 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 06 Wolff Financial Management LLC

13F-HR · $444.64M reported · 101 holdings listed · SEC ↗

Q4 2025
Feb 06 Summit Wealth Group, LLC

13F-HR · $428.28M reported · 119 holdings listed · SEC ↗

Q4 2025
Feb 06 Windmill Hill Asset Management Ltd

13F-HR · $426.87M reported · 26 holdings listed · SEC ↗

Q4 2025
Feb 06 Midwest Professional Planners, LTD.

13F-HR · $422.15M reported · 142 holdings listed · SEC ↗

Q4 2025
Feb 06 Watchman Group, Inc.

13F-HR · $418.91M reported · 77 holdings listed · SEC ↗

Q4 2025
Feb 06 Technology Crossover Management VIII, Ltd.

13F-HR · $410.66M reported · 5 holdings listed · SEC ↗

Q4 2025
Feb 06 Capco Asset Management, LLC

13F-HR · $408.86M reported · 28 holdings listed · SEC ↗

Q4 2025
Feb 06 Integral Investment Advisors, Inc.

13F-HR · $403.33M reported · 176 holdings listed · SEC ↗

Q4 2025
Feb 06 Little House Capital Llc

13F-HR · $398.42M reported · 109 holdings listed · SEC ↗

Q4 2025
Feb 06 Globe Life Inc.

13F-HR · $397.85M reported · 2 holdings listed · SEC ↗

Q4 2025
Feb 06 Teramo Advisors, LLC

13F-HR · $388.34M reported · 12 holdings listed · SEC ↗

Q4 2025
Feb 06 Gradient Capital Advisors, LLC

13F-HR · $388.01M reported · 174 holdings listed · SEC ↗

Q4 2025
Feb 06 Princeton Capital Management Llc

13F-HR · $387.61M reported · 141 holdings listed · SEC ↗

Q4 2025
Feb 06 One Charles Private Wealth Services, LLC

13F-HR · $386.84M reported · 172 holdings listed · SEC ↗

Q4 2025
Feb 06 Delta Financial Advisors Llc

13F-HR · $384.57M reported · 149 holdings listed · SEC ↗

Q4 2025
Feb 06 Accel Leaders 4 Associates L.P.

13F-HR · $383.45M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 06 Ruedi Wealth Management, Inc.

13F-HR · $381.57M reported · 58 holdings listed · SEC ↗

Q4 2025
Feb 06 Legacy Financial Group, Inc.

13F-HR · $381.44M reported · 94 holdings listed · SEC ↗

Q4 2025
Feb 06 Brown Wealth Management, Llc

13F-HR · $380.06M reported · 110 holdings listed · SEC ↗

Q4 2025
Feb 06 Fischer Financial Services, Inc.

13F-HR · $377.95M reported · 63 holdings listed · SEC ↗

Q4 2025
Feb 06 CWS Financial Advisors, LLC

13F-HR · $368.32M reported · 150 holdings listed · SEC ↗

Q4 2025
Feb 06 Bare Financial Services, Inc

13F-HR · $359.51M reported · 2,076 holdings listed · SEC ↗

Q4 2025
Feb 06 Cypress Capital, LLC

13F-HR · $357.15M reported · 94 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 06 Empirical Asset Management, LLC

13F-HR · $354.50M reported · 356 holdings listed · SEC ↗

Q4 2025
Feb 06 Tensor Edge Capital, LLC

13F-HR · $350.84M reported · 14 holdings listed · SEC ↗

Q4 2025
Feb 06 Pathway Financial Advisers, LLC

13F-HR · $345.01M reported · 163 holdings listed · SEC ↗

Q4 2025
Feb 06 Freedom Investment Management, Inc.

13F-HR · $343.92M reported · 169 holdings listed · SEC ↗

Q4 2025
Feb 06 Quantum Private Wealth, LLC

13F-HR · $342.44M reported · 169 holdings listed · SEC ↗

Q4 2025
Feb 06 Red Wave Investments LLC

13F-HR · $336.15M reported · 113 holdings listed · SEC ↗

Q4 2025
Feb 06 Cedar Wealth Management, LLC

13F-HR · $334.33M reported · 233 holdings listed · SEC ↗

Q4 2025
Feb 06 VSM Wealth Advisory, LLC

13F-HR · $332.96M reported · 455 holdings listed · SEC ↗

Q4 2025
Feb 06 Harbor Advisory Corp /Ma/

13F-HR · $330.57M reported · 78 holdings listed · SEC ↗

Q4 2025
Feb 06 Fi3 FINANCIAL ADVISORS, LLC

13F-HR · $326.93M reported · 192 holdings listed · SEC ↗

Q4 2025
Feb 06 Kingdom Financial Group LLC.

13F-HR · $323.63M reported · 751 holdings listed · SEC ↗

Q4 2025
Feb 06 Morling Financial Advisors, LLC

13F-HR · $318.23M reported · 103 holdings listed · SEC ↗

Q4 2025
Feb 06 Atle Fund Management AB

13F-HR · $313.44M reported · 39 holdings listed · SEC ↗

Q4 2025
Feb 06 Private Wealth Advisors, LLC

13F-HR · $312.99M reported · 91 holdings listed · SEC ↗

Q4 2025
Feb 06 JW Asset Management, LLC

13F-HR · $307.21M reported · 18 holdings listed · SEC ↗

Q4 2025
Feb 06 Hi-Line Capital Management, LLC

13F-HR · $300.44M reported · 37 holdings listed · SEC ↗

Q4 2025
Feb 06 TPG Financial Advisors, LLC

13F-HR · $299.57M reported · 76 holdings listed · SEC ↗

Q4 2025
Feb 06 Harmony Asset Management Llc

13F-HR · $298.19M reported · 181 holdings listed · SEC ↗

Q4 2025
Feb 06 Wrapmanager Inc

13F-HR · $295.76M reported · 140 holdings listed · SEC ↗

Q4 2025
Feb 06 Groupe des Assurances du Credit Mutuel

13F-HR · $294.95M reported · 5 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Feb 06 Forum Private Client Group LLC

13F-HR · $293.43M reported · 81 holdings listed · SEC ↗

Q4 2025
Feb 06 Aerodigm Wealth, LLC

13F-HR · $284.24M reported · 96 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Feb 06 Synergy Investment Management, LLC

13F-HR · $282.51M reported · 129 holdings listed · SEC ↗

Q4 2025
Feb 06 Lountzis Asset Management, Llc

13F-HR · $281.62M reported · 52 holdings listed · SEC ↗

Q4 2025
Feb 06 Flynn Zito Capital Management, Llc

13F-HR · $279.76M reported · 140 holdings listed · SEC ↗

Q4 2025
Feb 06 Texas Bank & Trust Co

13F-HR · $274.95M reported · 423 holdings listed · SEC ↗

Q4 2025
Feb 06 Mullooly Asset Management, Inc.

13F-HR · $273.36M reported · 51 holdings listed · SEC ↗

Q4 2025
Feb 06 Tanglewood Legacy Advisors, LLC

13F-HR · $266.33M reported · 267 holdings listed · SEC ↗

Q4 2025
Feb 06 Kennedy Investment Group, Inc.

13F-HR · $265.09M reported · 140 holdings listed · SEC ↗

Q4 2025
Feb 06 AF Advisors, Inc.

13F-HR · $263.20M reported · 29 holdings listed · SEC ↗

Q4 2025
Feb 06 Lloyd Advisory Services, LLC.

13F-HR · $257.75M reported · 563 holdings listed · SEC ↗

Q4 2025
Feb 06 Saranac Partners Ltd

13F-HR · $255.81M reported · 77 holdings listed · SEC ↗

Q4 2025
Feb 06 Peirce Capital Management, LLC

13F-HR · $251.22M reported · 43 holdings listed · SEC ↗

Q4 2025
Feb 06 Orin Green Financial, LLC

13F-HR · $250.00M reported · 77 holdings listed · SEC ↗

Q4 2025
Feb 06 SGL Investment Advisors, Inc.

13F-HR · $249.99M reported · 126 holdings listed · SEC ↗

Q4 2025
Feb 06 Wd Rutherford Llc

13F-HR · $239.26M reported · 73 holdings listed · SEC ↗

Q4 2025
Feb 06 AAF Wealth Management, LLC

13F-HR · $237.15M reported · 56 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Feb 06 Gables Capital Management Inc.

13F-HR · $236.69M reported · 463 holdings listed · SEC ↗

Q4 2025
Feb 06 Conway Capital Management, Inc.

13F-HR · $235.72M reported · 44 holdings listed · SEC ↗

Q4 2025
Feb 06 New Millennium Group LLC

13F-HR · $231.00M reported · 407 holdings listed · SEC ↗

Q4 2025
Feb 06 Resolute Wealth Strategies, LLC

13F-HR · $228.08M reported · 109 holdings listed · SEC ↗

Q4 2025
Feb 06 Northbridge Financial Group, Llc

13F-HR · $222.76M reported · 160 holdings listed · SEC ↗

Q4 2025
Feb 06 True Light Capital Pte. Ltd.

13F-HR · $221.61M reported · 8 holdings listed · SEC ↗

Q4 2025
Feb 06 Mad River Investors

13F-HR · $219.62M reported · 35 holdings listed · SEC ↗

Q4 2025
Feb 06 Fairtree Asset Management (Pty) Ltd

13F-HR · $217.28M reported · 101 holdings listed · SEC ↗

Q4 2025
Feb 06 Kilter Group LLC

13F-HR · $212.03M reported · 1,214 holdings listed · SEC ↗

Q4 2025
Feb 06 Rps Advisory Solutions Llc

13F-HR · $211.99M reported · 134 holdings listed · SEC ↗

Q4 2025
Feb 06 Paul R. Ried Financial Group, LLC

13F-HR · $211.75M reported · 41 holdings listed · SEC ↗

Q4 2025
Feb 06 Forefront Wealth Partners, LLC

13F-HR · $211.23M reported · 139 holdings listed · SEC ↗

Q4 2025
Feb 06 Strategic Value Partners, LLC

13F-HR · $208.32M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 06 Cadence Wealth Management LLC

13F-HR · $207.15M reported · 57 holdings listed · SEC ↗

Q4 2025
Feb 06 University Of Chicago

13F-HR · $206.76M reported · 12 holdings listed · SEC ↗

Q4 2025
Feb 06 Mitsubishi UFJ Asset Management (UK) Ltd.

13F-HR · $205.18M reported · 83 holdings listed · SEC ↗

Q4 2025
Feb 06 Plan A Wealth LLC

13F-HR · $204.42M reported · 173 holdings listed · SEC ↗

Q4 2025
Feb 06 Trustees Of The University Of Pennsylvania

13F-HR · $203.64M reported · 3 holdings listed · SEC ↗

Q4 2025
Feb 06 L.K. Benson & Company, P.C.

13F-HR · $199.27M reported · 112 holdings listed · SEC ↗

Q4 2025
Feb 06 Evergreen Wealth Management, LLC

13F-HR · $198.59M reported · 54 holdings listed · SEC ↗

Q4 2025
Feb 06 PKO BP BANKOWY Universal Pension Society JSC

13F-HR · $197.88M reported · 13 holdings listed · SEC ↗

Q4 2025
Feb 06 Wisconsin Capital Management Llc

13F-HR · $197.83M reported · 50 holdings listed · SEC ↗

Q4 2025
Feb 06 Saranac Partners Ltd

13F-HR · $188.59M reported · 93 holdings listed · SEC ↗

Q4 2025
Feb 06 Accel Leaders 3 Associates L.P.

13F-HR · $188.50M reported · 1 holdings listed · SEC ↗

Q4 2025
Feb 06 Granite FO LLC

13F-HR · $187.46M reported · 612 holdings listed · SEC ↗

Q4 2025
Feb 06 Fort Vancouver Investment Management, LLC

13F-HR · $187.12M reported · 51 holdings listed · SEC ↗

Q4 2025
Feb 06 Stonebridge Advisors Llc

13F-HR · $182.53M reported · 5 holdings listed · SEC ↗

Q4 2025
Feb 06 Bastion Asset Management Inc.

13F-HR · $181.13M reported · 35 holdings listed · SEC ↗

Q4 2025
Feb 06 Midwest Financial Partners Investments, Inc.

13F-HR · $179.96M reported · 69 holdings listed · SEC ↗

Q4 2025
Feb 06 Insight Inv LLC

13F-HR · $178.38M reported · 112 holdings listed · SEC ↗

Q4 2025
Feb 06 Echo45 Advisors LLC

13F-HR · $175.24M reported · 74 holdings listed · SEC ↗

Q4 2025
Feb 06 Prospect Financial Services LLC

13F-HR · $174.12M reported · 104 holdings listed · SEC ↗

Q4 2025
Feb 06 Independent Order of Foresters

13F-HR · $171.73M reported · 2 holdings listed · SEC ↗

Q4 2025
← Previous Page 68 / 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