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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
MIAX Miami International… +14 +14 17
KLAR Klarna Group plc +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
TTD The Trade Desk, Inc. -5 −7 21
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
UNIT Uniti Group Inc. -5 −6 14
GGAL Grupo Financiero… -5 −6 11
NTES NetEase, Inc. -5 −5 16
BL BlackLine, Inc. -4 −6 15

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 6,801–6,900 of 10,432 individual filing documents

Nov 04 Nicholson Wealth Management Group, LLC

13F-HR · $170.73M reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 04 Gimbal Financial

13F-HR · $166.51M reported · 55 holdings listed · SEC ↗

Q3 2025
Nov 04 Arcadia Wealth Management, Inc.

13F-HR · $164.63M reported · 59 holdings listed · SEC ↗

Q3 2025
Nov 04 Legend Financial Advisors, Inc.

13F-HR · $163.12M reported · 39 holdings listed · SEC ↗

Q3 2025
Nov 04 Forthright Family Wealth Advisory LLC

13F-HR · $162.67M reported · 56 holdings listed · SEC ↗

Q3 2025
Nov 04 Capital & Planning, Llc

13F-HR · $161.92M reported · 39 holdings listed · SEC ↗

Q3 2025
Nov 04 Atala Financial Inc

13F-HR · $159.72M reported · 128 holdings listed · SEC ↗

Q3 2025
Nov 04 RiverTree Advisors, LLC

13F-HR · $156.00M reported · 55 holdings listed · SEC ↗

Q3 2025
Nov 04 Syntax Research, Inc.

13F-HR · $155.58M reported · 190 holdings listed · SEC ↗

Q3 2025
Nov 04 Valley Brook Capital Group, Inc.

13F-HR · $148.75M reported · 124 holdings listed · SEC ↗

Q3 2025
Nov 04 Three Cord True Wealth Management, LLC

13F-HR · $147.76M reported · 32 holdings listed · SEC ↗

Q3 2025
Nov 04 Zeit Capital LLC

13F-HR · $147.14M reported · 27 holdings listed · SEC ↗

Q3 2025
Nov 04 Grantvest Financial Group LLC

13F-HR · $144.86M reported · 159 holdings listed · SEC ↗

Q3 2025
Nov 04 Stonebridge Advisors Llc

13F-HR · $144.15M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 04 Q Fund Management (Hong Kong) Ltd

13F-HR · $144.12M reported · 25 holdings listed · SEC ↗

Q3 2025
Nov 04 Truxt Investmentos Ltda.

13F-HR · $142.64M reported · 25 holdings listed · SEC ↗

Q3 2025
Nov 04 Comprehensive Wealth Management, LLC

13F-HR · $141.05M reported · 39 holdings listed · SEC ↗

Q3 2025
Nov 04 Illumine Investment Management, LLC

13F-HR · $140.38M reported · 91 holdings listed · SEC ↗

Q3 2025
Nov 04 Wealthgarden F.S. Llc

13F-HR · $140.23M reported · 149 holdings listed · SEC ↗

Q3 2025
Nov 04 Processus Wealth & Capital Management, LLC

13F-HR · $139.47M reported · 35 holdings listed · SEC ↗

Q3 2025
Nov 04 Audent Global Asset Management, LLC

13F-HR · $137.53M reported · 51 holdings listed · SEC ↗

Q3 2025
Nov 04 Towerview Llc

13F-HR · $137.42M reported · 17 holdings listed · SEC ↗

Q3 2025
Nov 04 Rik Saylor Financial, Inc.

13F-HR · $136.74M reported · 83 holdings listed · SEC ↗

Q3 2025
Nov 04 Jacksonville Wealth Management, LLC

13F-HR · $136.17M reported · 68 holdings listed · SEC ↗

Q3 2025
Nov 04 Wallace Hart LLC

13F-HR · $135.95M reported · 45 holdings listed · SEC ↗

Q3 2025
Nov 04 Centerpoint Advisory Group

13F-HR · $128.47M reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 04 Twin City Private Wealth, Llc

13F-HR · $128.10M reported · 100 holdings listed · SEC ↗

Q3 2025
Nov 04 Winnacle Wealth Llc

13F-HR · $127.73M reported · 573 holdings listed · SEC ↗

Q3 2025
Nov 04 North Berkeley Wealth Management, LLC

13F-HR · $126.74M reported · 65 holdings listed · SEC ↗

Q3 2025
Nov 04 Christian Investment Advisors, Inc.

13F-HR · $124.47M reported · 11 holdings listed · SEC ↗

Q3 2025
Nov 04 Robert Wood Johnson Foundation

13F-HR · $124.36M reported · 2 holdings listed · SEC ↗

Q3 2025
Nov 04 Madison Park Capital Advisors, LLC

13F-HR · $121.87M reported · 62 holdings listed · SEC ↗

Q3 2025
Nov 04 ORBA Wealth Advisors, L.L.C.

13F-HR · $121.49M reported · 79 holdings listed · SEC ↗

Q3 2025
Nov 04 Lane Generational LLC

13F-HR · $120.40M reported · 31 holdings listed · SEC ↗

Q3 2025
Nov 04 Chung Wu Investment Group, LLC

13F-HR · $120.08M reported · 255 holdings listed · SEC ↗

Q3 2025
Nov 04 A4 Wealth Advisors LLC

13F-HR · $118.64M reported · 158 holdings listed · 5 other managers included · SEC ↗

Q3 2025
Nov 04 Ativo Capital Management LLC

13F-HR · $118.48M reported · 57 holdings listed · SEC ↗

Q3 2025
Nov 04 Golden Bell Financial Planning LLC

13F-HR · $115.07M reported · 35 holdings listed · SEC ↗

Q3 2025
Nov 04 New Dimensions Wealth Management, LLC

13F-HR · $114.14M reported · 20 holdings listed · SEC ↗

Q3 2025
Nov 04 Lord & Richards Wealth Management, LLC

13F-HR · $109.20M reported · 338 holdings listed · SEC ↗

Q3 2025
Nov 04 Sageworth Trust Co of South Dakota

13F-HR · $106.06M reported · 49 holdings listed · SEC ↗

Q3 2025
Nov 04 Blake Schutter Theil Wealth Advisors, LLC

13F-HR · $101.11M reported · 108 holdings listed · SEC ↗

Q3 2025
Nov 04 Terra Alpha Investments LLC

13F-HR · $98.07M reported · 30 holdings listed · SEC ↗

Q3 2025
Nov 04 Gritstone Asset Management Llc

13F-HR · $97.24M reported · 124 holdings listed · SEC ↗

Q3 2025
Nov 04 American Assets Capital Advisers, LLC

13F-HR · $94.75M reported · 36 holdings listed · SEC ↗

Q3 2025
Nov 04 OneAscent Investment Solutions LLC

13F-HR · $94.00M reported · 119 holdings listed · SEC ↗

Q3 2025
Nov 04 Garrison Bradford & Associates Inc

13F-HR · $93.60M reported · 30 holdings listed · SEC ↗

Q3 2025
Nov 04 L.M. Kohn & Company

13F-HR · $83.19M reported · 121 holdings listed · SEC ↗

Q3 2025
Nov 04 Blue Creek Capital Management Ltd

13F-HR · $81.29M reported · 5 holdings listed · SEC ↗

Q3 2025
Nov 04 KPCB DGF II Associates, LLC

13F-HR · $78.60M reported · 3 holdings listed · SEC ↗

Q3 2025
Nov 04 Kinnevik AB (publ)

13F-HR · $65.56M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 04 Solutions 4 Wealth, Ltd

13F-HR · $64.44M reported · 56 holdings listed · SEC ↗

Q3 2025
Nov 04 Thrivent Financial For Lutherans

13F-HR · $50.83M reported · 3,953 holdings listed · 4 other managers included · SEC ↗

Q3 2025
Nov 04 Meketa Investment Group Inc /Adv

13F-HR · $30.47M reported · 28 holdings listed · SEC ↗

Q3 2025
Nov 04 Atle Fund Management AB

13F-HR · $26.97M reported · 38 holdings listed · SEC ↗

Q3 2025
Nov 04 Veltria Advisors Corp.

13F-HR · $22.71M reported · 30 holdings listed · SEC ↗

Q3 2025
Nov 04 Pathway Capital Management, Lp

13F-HR · $20.34M reported · 7 holdings listed · SEC ↗

Q3 2025
Nov 04 Twenty Acre Capital LP

13F-HR · $12.38M reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 04 Hoya Capital Real Estate, LLC

13F-HR · $6.02M reported · 9 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Nov 04 Nippon Life Insurance Co

13F-HR · $5.94M reported · 4 holdings listed · SEC ↗

Q3 2025
Nov 04 Van Berkom & Associates Inc.

13F-HR · $3.46M reported · 63 holdings listed · SEC ↗

Q3 2025
Nov 04 Heritage Investors Management Corp

13F-HR · $3.35M reported · 251 holdings listed · SEC ↗

Q3 2025
Nov 04 Bank of Italy

13F-HR · $2.08M reported · 8 holdings listed · SEC ↗

Q3 2025
Nov 04 Milestone Resources Group Ltd

13F-HR · $1.99M reported · 10 holdings listed · SEC ↗

Q3 2025
Nov 04 Taiyo Life Insurance Co

13F-HR · $1.14M reported · 9 holdings listed · SEC ↗

Q3 2025
Nov 04 Sentinel Trust Co Lba

13F-HR · $981,307 reported · 129 holdings listed · SEC ↗

Q3 2025
Nov 04 Tsfg, Llc

13F-HR · $629,462 reported · 872 holdings listed · SEC ↗

Q3 2025
Nov 04 Altium Capital Management LLC

13F-HR · $628,262 reported · 1 holdings listed · SEC ↗

Q3 2025
Nov 04 Yong Rong (HK) Asset Management Ltd

13F-HR · $488,366 reported · 21 holdings listed · SEC ↗

Q3 2025
Nov 04 Lingohr Asset Management GmbH

13F-HR · $413,453 reported · 116 holdings listed · SEC ↗

Q3 2025
Nov 04 Ogorek Anthony Joseph /Ny/ /Adv

13F-HR · $349,680 reported · 691 holdings listed · SEC ↗

Q3 2025
Nov 04 Jackson Creek Investment Advisors LLC

13F-HR · $345,552 reported · 276 holdings listed · SEC ↗

Q3 2025
Nov 04 FDx Advisors, Inc.

13F-HR · $333,740 reported · 184 holdings listed · SEC ↗

Q3 2025
Nov 04 Hazlett, Burt & Watson, Inc.

13F-HR · $283,134 reported · 11,032 holdings listed · SEC ↗

Q3 2025
Nov 04 Lingohr Asset Management GmbH

13F-HR/A · $57,254 reported · 101 holdings listed · SEC ↗

Q3 2025
Nov 04 TLS Advisors LLC

13F-HR · $34,409 reported · 19 holdings listed · SEC ↗

Q3 2025
Nov 04 University of Maryland Foundation, Inc.

13F-HR · $5,286 reported · 2 holdings listed · SEC ↗

Q3 2025
Nov 04 Genre Partners L P

13F-HR · value not stated on cover page · 1 other managers included · SEC ↗

Q3 2025
Nov 04 Principal Global Investors

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

Q3 2025
Nov 04 Principal Life Insurance Co

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

Q3 2025
Nov 04 UCLA Foundation

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

Q3 2025
Nov 04 Galaxy Digital Capital Management LP

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

Q3 2025
Nov 04 Bass Lee M /Tx/

13F-HR · value not stated on cover page · 2 other managers included · SEC ↗

Q3 2025
Nov 04 Principal Real Estate Investors Llc

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

Q3 2025
Nov 04 Sib Llc

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

Q3 2025
Nov 04 Bass Sid R

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

Q3 2025
Nov 04 Bass Edward P

13F-HR · value not stated on cover page · 2 other managers included · SEC ↗

Q3 2025
Nov 04 Keystone Group, L.P.

13F-HR · value not stated on cover page · 1 other managers included · SEC ↗

Q3 2025
Nov 04 Thrivent Advisor Network, LLC

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

Q3 2025
Nov 04 THRIVENT TRUST Co

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

Q3 2025
Nov 04 Allianz Global Investors Taiwan Ltd.

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

Q3 2025
Nov 04 Allianz Global Investors UK Ltd

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

Q3 2025
Nov 04 Allianz ZB Mandatory & Voluntary Pension Funds…

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

Q3 2025
Nov 04 Mercer Trust Co LLC

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

Q3 2025
Nov 04 Hsbc Global Asset Management (France)

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

Q3 2025
Nov 04 Thrivent Investment Management Inc

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

Q3 2025
Nov 04 Mirae Asset Global Investments (Hong Kong) LTD

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

Q3 2025
Nov 04 Mirae Asset Global Investments (USA) Inc.

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

Q3 2025
Nov 04 Allianz Global Investors Japan Co. Ltd.

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

Q3 2025
Nov 04 Allianz Global Investors GmbH

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

Q3 2025
← Previous Page 69 / 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