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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
HTFL Heartflow, Inc.… +14 +14 17
MIAX Miami International… +14 +14 17
PENG Penguin Solutions… +13 +13 18

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
WOLF Wolfspeed Inc. -5 −7 11
TTD The Trade Desk, Inc. -5 −7 21
CWAN Clearwater… -5 −7 16
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 7,201–7,300 of 10,432 individual filing documents

Oct 31 Glencore plc

13F-HR · $3.96B reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 31 ARGA Investment Management, LP

13F-HR · $3.77B reported · 110 holdings listed · SEC ↗

Q3 2025
Oct 31 Avantax Planning Partners, Inc.

13F-HR · $3.49B reported · 438 holdings listed · SEC ↗

Q3 2025
Oct 31 Intact Investment Management Inc.

13F-HR · $3.31B reported · 254 holdings listed · SEC ↗

Q3 2025
Oct 31 Chilton Capital Management Llc

13F-HR · $2.98B reported · 568 holdings listed · SEC ↗

Q3 2025
Oct 31 Partners Capital Investment Group, Llp

13F-HR · $2.52B reported · 162 holdings listed · SEC ↗

Q3 2025
Oct 31 GHP Investment Advisors, Inc.

13F-HR · $2.38B reported · 1,156 holdings listed · SEC ↗

Q3 2025
Oct 31 BLB&B Advisors, LLC

13F-HR · $2.32B reported · 389 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 31 B. Riley Wealth Advisors, Inc.

13F-HR · $2.16B reported · 1,073 holdings listed · SEC ↗

Q3 2025
Oct 31 Investment House Llc

13F-HR · $2.11B reported · 223 holdings listed · SEC ↗

Q3 2025
Oct 31 PFG Investments, LLC

13F-HR · $1.93B reported · 1,111 holdings listed · SEC ↗

Q3 2025
Oct 31 General American Investors Co Inc

13F-HR · $1.73B reported · 80 holdings listed · SEC ↗

Q3 2025
Oct 31 Patten & Patten Inc/Tn

13F-HR · $1.70B reported · 344 holdings listed · SEC ↗

Q3 2025
Oct 31 Trek Financial, LLC

13F-HR · $1.68B reported · 437 holdings listed · SEC ↗

Q3 2025
Oct 31 GDS Wealth Management

13F-HR · $1.51B reported · 186 holdings listed · SEC ↗

Q3 2025
Oct 31 Kanawha Capital Management Llc

13F-HR · $1.45B reported · 216 holdings listed · SEC ↗

Q3 2025
Oct 31 Alaska Permanent Capital Management, LLC

13F-HR · $1.36B reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 31 CFS Investment Advisory Services, LLC

13F-HR · $1.35B reported · 341 holdings listed · SEC ↗

Q3 2025
Oct 31 American Express Co

13F-HR · $1.28B reported · 2 holdings listed · SEC ↗

Q3 2025
Oct 31 International Assets Investment Management, Llc

13F-HR · $1.24B reported · 835 holdings listed · SEC ↗

Q3 2025
Oct 31 Callahan Advisors, LLC

13F-HR · $1.18B reported · 168 holdings listed · SEC ↗

Q3 2025
Oct 31 Estate Counselors, LLC

13F-HR · $1.16B reported · 89 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 31 Sovran Advisors, LLC

13F-HR · $1.13B reported · 582 holdings listed · SEC ↗

Q3 2025
Oct 31 Nicola Wealth Management Ltd.

13F-HR · $1.12B reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 31 Oxbow Advisors, LLC

13F-HR · $1.08B reported · 223 holdings listed · SEC ↗

Q3 2025
Oct 31 Mason Street Advisors, Llc

13F-HR · $964.77M reported · 15 holdings listed · SEC ↗

Q3 2025
Oct 31 Cheviot Value Management, LLC

13F-HR · $940.22M reported · 444 holdings listed · SEC ↗

Q3 2025
Oct 31 James Investment Research, Inc.

13F-HR · $914.86M reported · 356 holdings listed · SEC ↗

Q3 2025
Oct 31 NWF Advisory Services Inc.

13F-HR · $911.33M reported · 419 holdings listed · SEC ↗

Q3 2025
Oct 31 Parthenon Llc

13F-HR · $902.51M reported · 129 holdings listed · SEC ↗

Q3 2025
Oct 31 Cabot Wealth Management Inc

13F-HR · $901.68M reported · 133 holdings listed · SEC ↗

Q3 2025
Oct 31 Algebris (Uk) Ltd

13F-HR · $883.64M reported · 68 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 31 WealthShield Partners, LLC

13F-HR · $881.88M reported · 566 holdings listed · SEC ↗

Q3 2025
Oct 31 Red Cedar Investment Management, Llc

13F-HR · $853.12M reported · 82 holdings listed · SEC ↗

Q3 2025
Oct 31 Greatmark Investment Partners, Inc.

13F-HR · $834.12M reported · 149 holdings listed · SEC ↗

Q3 2025
Oct 31 Symphony Financial, Ltd. Co.

13F-HR · $821.69M reported · 270 holdings listed · SEC ↗

Q3 2025
Oct 31 Capital Investment Counsel, Inc

13F-HR · $820.93M reported · 196 holdings listed · SEC ↗

Q3 2025
Oct 31 OneAscent Financial Services LLC

13F-HR/A · $815.49M reported · 395 holdings listed · SEC ↗

Q3 2025
Oct 31 1834 Investment Advisors Co

13F-HR · $814.87M reported · 204 holdings listed · SEC ↗

Q3 2025
Oct 31 Sawgrass Asset Management Llc

13F-HR · $809.75M reported · 179 holdings listed · SEC ↗

Q3 2025
Oct 31 Alaska Wealth Advisors, LLC

13F-HR · $764.46M reported · 83 holdings listed · SEC ↗

Q3 2025
Oct 31 Liberty Wealth Management Llc

13F-HR · $710.20M reported · 251 holdings listed · SEC ↗

Q3 2025
Oct 31 Biltmore Family Office, LLC

13F-HR · $702.80M reported · 288 holdings listed · SEC ↗

Q3 2025
Oct 31 UG Investment Advisers Ltd.

13F-HR · $638.81M reported · 13 holdings listed · SEC ↗

Q3 2025
Oct 31 Fortis Capital Advisors, LLC

13F-HR · $631.13M reported · 283 holdings listed · SEC ↗

Q3 2025
Oct 31 Virtue Capital Management, LLC

13F-HR · $627.78M reported · 298 holdings listed · SEC ↗

Q3 2025
Oct 31 Heritage Investment Group, Inc.

13F-HR · $624.53M reported · 113 holdings listed · SEC ↗

Q3 2025
Oct 31 Tufton Capital Management

13F-HR · $561.05M reported · 118 holdings listed · SEC ↗

Q3 2025
Oct 31 Pier 88 Investment Partners Llc

13F-HR · $533.46M reported · 113 holdings listed · SEC ↗

Q3 2025
Oct 31 Sage Rhino Capital Llc

13F-HR · $517.68M reported · 299 holdings listed · SEC ↗

Q3 2025
Oct 31 JFG Wealth Management, LLC

13F-HR · $510.59M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 31 Dash Acquisitions Inc.

13F-HR · $503.95M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 31 TRB Advisors LP

13F-HR/A · $496.33M reported · 11 holdings listed · SEC ↗

Q3 2025
Oct 31 Rockport Wealth LLC

13F-HR · $491.29M reported · 91 holdings listed · SEC ↗

Q3 2025
Oct 31 Drive Wealth Management, Llc

13F-HR · $471.72M reported · 358 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 31 Harvey Capital Management Inc

13F-HR · $468.63M reported · 85 holdings listed · SEC ↗

Q3 2025
Oct 31 Compass Wealth Management LLC

13F-HR · $447.88M reported · 148 holdings listed · SEC ↗

Q3 2025
Oct 31 Shelter Mutual Insurance Co

13F-HR · $445.95M reported · 58 holdings listed · SEC ↗

Q3 2025
Oct 31 Inlet Private Wealth, LLC

13F-HR · $443.10M reported · 133 holdings listed · SEC ↗

Q3 2025
Oct 31 Lorne Steinberg Wealth Management Inc.

13F-HR · $414.97M reported · 70 holdings listed · SEC ↗

Q3 2025
Oct 31 Sector Gamma As

13F-HR · $403.32M reported · 41 holdings listed · SEC ↗

Q3 2025
Oct 31 Mbm Wealth Consultants, Llc

13F-HR · $402.74M reported · 108 holdings listed · SEC ↗

Q3 2025
Oct 31 Lightrock Netherlands B.V.

13F-HR · $382.37M reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 31 Windmill Hill Asset Management Ltd

13F-HR · $381.37M reported · 24 holdings listed · SEC ↗

Q3 2025
Oct 31 Flagstone Financial Management

13F-HR · $378.97M reported · 62 holdings listed · SEC ↗

Q3 2025
Oct 31 Ewa, Llc

13F-HR · $361.24M reported · 230 holdings listed · SEC ↗

Q3 2025
Oct 31 AIGH Capital Management LLC

13F-HR · $354.87M reported · 76 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 31 Van Strum & Towne Inc.

13F-HR · $340.35M reported · 110 holdings listed · SEC ↗

Q3 2025
Oct 31 Shoker Investment Counsel, Inc.

13F-HR · $338.97M reported · 111 holdings listed · SEC ↗

Q3 2025
Oct 31 Global Assets Advisory, LLC

13F-HR · $336.33M reported · 279 holdings listed · SEC ↗

Q3 2025
Oct 31 BWM Planning, LLC

13F-HR · $336.06M reported · 119 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 31 Alta Advisers Ltd

13F-HR · $326.94M reported · 250 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 31 Denver PWM, LLC

13F-HR · $320.75M reported · 78 holdings listed · SEC ↗

Q3 2025
Oct 31 Acorn Wealth Advisors, LLC

13F-HR · $319.08M reported · 281 holdings listed · SEC ↗

Q3 2025
Oct 31 Maestria Partners LLC

13F-HR · $316.35M reported · 14 holdings listed · SEC ↗

Q3 2025
Oct 31 Ark & Tlk Investments, Llc

13F-HR · $315.16M reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 31 Fsb Premier Wealth Management, Inc.

13F-HR · $304.05M reported · 229 holdings listed · SEC ↗

Q3 2025
Oct 31 TFR Capital, LLC.

13F-HR · $299.52M reported · 163 holdings listed · SEC ↗

Q3 2025
Oct 31 OneAscent Wealth Management LLC

13F-HR · $297.67M reported · 181 holdings listed · SEC ↗

Q3 2025
Oct 31 Castle Wealth Management Llc

13F-HR · $296.22M reported · 129 holdings listed · SEC ↗

Q3 2025
Oct 31 Ping Capital Management, Inc.

13F-HR · $294.22M reported · 72 holdings listed · SEC ↗

Q3 2025
Oct 31 Barrett & Company, Inc.

13F-HR · $291.69M reported · 639 holdings listed · SEC ↗

Q3 2025
Oct 31 Peachtree Investment Partners, LLC

13F-HR · $288.41M reported · 128 holdings listed · SEC ↗

Q3 2025
Oct 31 Orion Capital Management LLC

13F-HR · $287.83M reported · 553 holdings listed · SEC ↗

Q3 2025
Oct 31 Red Lighthouse Investment Management, Llc

13F-HR · $286.18M reported · 113 holdings listed · SEC ↗

Q3 2025
Oct 31 Milestones Administradora de Recursos Ltda.

13F-HR · $285.66M reported · 18 holdings listed · SEC ↗

Q3 2025
Oct 31 Savoir Faire Capital Management, L.P.

13F-HR · $278.76M reported · 44 holdings listed · SEC ↗

Q3 2025
Oct 31 Monte Financial Group, LLC

13F-HR · $271.92M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 31 Tandem Financial, LLC

13F-HR · $268.84M reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 31 National Wealth Management Group, LLC

13F-HR · $265.39M reported · 228 holdings listed · SEC ↗

Q3 2025
Oct 31 REDW Wealth LLC

13F-HR · $264.57M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 31 Blackhawk Capital Partners, LLC

13F-HR · $257.02M reported · 152 holdings listed · SEC ↗

Q3 2025
Oct 31 Owen LaRue, LLC

13F-HR · $254.19M reported · 117 holdings listed · SEC ↗

Q3 2025
Oct 31 AJ Advisors, LLC

13F-HR · $244.32M reported · 36 holdings listed · SEC ↗

Q3 2025
Oct 31 Riverwater Partners LLC

13F-HR · $240.94M reported · 217 holdings listed · SEC ↗

Q3 2025
Oct 31 Deseret Mutual Benefit Administrators

13F-HR · $237.63M reported · 516 holdings listed · SEC ↗

Q3 2025
Oct 31 Bayshore Asset Management, Llc

13F-HR · $233.20M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 31 Boyd Wealth Management, LLC

13F-HR · $232.26M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 31 Heritage Wealth Management, Inc./Texas

13F-HR · $226.82M reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 31 Values Added Financial LLC

13F-HR · $224.86M reported · 129 holdings listed · SEC ↗

Q3 2025
← Previous Page 73 / 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