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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
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 7,801–7,900 of 9,940 managers that reported this season
One row per manager: these managers filed 10,432 separate documents; advisers may file one 13F per sub-portfolio. A further 223 superseded versions are excluded. Totals combine only live documents.

Oct 27 Cooper Capital Advisors LLC

$154.80M reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 27 Diversified Investment Strategies, LLC

$152.55M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 27 Caldwell Investment Management Ltd.

$152.36M reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 27 Lighthouse Financial LLC

$151.48M reported · 75 holdings listed · SEC ↗

Q3 2025
Oct 27 Sippican Capital Advisors

$151.27M reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 27 Meadow Creek Wealth Advisors LLC

$150.66M reported · 137 holdings listed · SEC ↗

Q3 2025
Oct 27 Crew Capital Management, Ltd

$149.45M reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 27 Helios Capital Management Pte. Ltd

$147.45M reported · 36 holdings listed · SEC ↗

Q3 2025
Oct 27 Holcombe Financial, Inc.

$143.24M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 27 Bosman Wealth Management, LLC

$129.03M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 27 Xiamen Xinweidachuang Investment Partnership…

$124.83M reported · 1 holdings listed · SEC ↗

Q3 2025
Oct 27 Mountain Hill Investment Partners Corp.

$114.12M reported · 220 holdings listed · SEC ↗

Q3 2025
Oct 27 Lattice Capital Management, LLC

$104.31M reported · 23 holdings listed · SEC ↗

Q3 2025
Oct 27 Rosenthal {-} Henry Capital Advisors, Inc.

$104.08M reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 27 Unified Investment Management

$100.21M reported · 136 holdings listed · SEC ↗

Q3 2025
Oct 27 Financial Network Wealth Advisors LLC

$91.43M reported · 838 holdings listed · SEC ↗

Q3 2025
Oct 27 Stapp Wealth Management, Pllc

$74.45M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 27 Mowery & Schoenfeld Wealth Management, LLC

$58.24M reported · 383 holdings listed · SEC ↗

Q3 2025
Oct 27 VanderPol Investments L.L.C.

$57.72M reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 27 Bestgate Wealth Advisors, LLC

$56.64M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 27 Spectrum Asset Management, Inc.

$49.15M reported · 4 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 27 Janney Montgomery Scott LLC

$42.19M reported · 2,852 holdings listed · SEC ↗

Q3 2025
Oct 27 Old Republic International Corp

$2.70M reported · 56 holdings listed · SEC ↗

Q3 2025
Oct 27 Pacific Capital Partners Ltd

$2.64M reported · 34 holdings listed · SEC ↗

Q3 2025
Oct 27 Janney Capital Management LLC

$1.61M reported · 244 holdings listed · SEC ↗

Q3 2025
Oct 27 Canal Insurance CO

$469,613 reported · 68 holdings listed · SEC ↗

Q3 2025
Oct 27 Farmers & Merchants Trust Co of Chambersburg PA

$353,984 reported · 333 holdings listed · SEC ↗

Q3 2025
Oct 27 Q3 Asset Management

$292,219 reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 27 First Horizon Corp

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 SUMITOMO MITSUI TRUST BANK Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 Amova Asset Management Asia Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 Amova Asset Management Co., Ltd.

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 Amova Asset Management UK Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 ASR Nederland N.V.

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 Nordea Investment Funds S.A.

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 Allianz Mexico, S.A. Compania De Seguros

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 Sumitomo Mitsui Trust Asset Management Co., Ltd.

value not stated on cover page · SEC ↗

Q3 2025
Oct 27 Nordea Funds Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 24 Parnassus Investments, Llc

$43.27B reported · 147 holdings listed · analysis · SEC ↗

Q3 2025
Oct 24 Sumitomo Mitsui DS Asset Management Company, Ltd

$12.34B reported · 757 holdings listed · SEC ↗

Q3 2025
Oct 24 Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma

$11.40B reported · 628 holdings listed · SEC ↗

Q3 2025
Oct 24 Valmark Advisers, Inc.

$7.74B reported · 646 holdings listed · SEC ↗

Q3 2025
Oct 24 Oregon Public Employees Retirement Fund

$7.68B reported · 1,510 holdings listed · SEC ↗

Q3 2025
Oct 24 Forum Financial Management, LP

$7.31B reported · 1,113 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 24 Citizens Financial Group Inc/Ri

$7.30B reported · 1,007 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 24 Conestoga Capital Advisors, LLC

$6.23B reported · 122 holdings listed · SEC ↗

Q3 2025
Oct 24 Mgo One Seven Llc

$4.33B reported · 1,325 holdings listed · SEC ↗

Q3 2025
Oct 24 Associated Banc-Corp

$3.80B reported · 340 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 24 Miller Howard Investments Inc /Ny

$3.28B reported · 135 holdings listed · SEC ↗

Q3 2025
Oct 24 Mirae Asset Securities (Usa) Inc.

$3.28B reported · 151 holdings listed · SEC ↗

Q3 2025
Oct 24 Aspiriant, Llc

$3.27B reported · 297 holdings listed · SEC ↗

Q3 2025
Oct 24 Steele Capital Management, Inc.

$2.25B reported · 82 holdings listed · SEC ↗

Q3 2025
Oct 24 Trilogy Capital Inc.

$2.16B reported · 388 holdings listed · SEC ↗

Q3 2025
Oct 24 Meeder Advisory Services, Inc.

$2.15B reported · 624 holdings listed · SEC ↗

Q3 2025
Oct 24 Nationwide Fund Advisors

$1.81B reported · 10 holdings listed · SEC ↗

Q3 2025
Oct 24 Meeder Asset Management Inc

$1.75B reported · 1,838 holdings listed · SEC ↗

Q3 2025
Oct 24 Phillips Financial Management, Llc

$1.52B reported · 305 holdings listed · SEC ↗

Q3 2025
Oct 24 CORDA Investment Management, LLC.

$1.42B reported · 80 holdings listed · SEC ↗

Q3 2025
Oct 24 Washington Trust Bank

$1.36B reported · 342 holdings listed · SEC ↗

Q3 2025
Oct 24 Narwhal Capital Management

$1.35B reported · 164 holdings listed · SEC ↗

Q3 2025
Oct 24 Vicus Capital

$1.31B reported · 270 holdings listed · SEC ↗

Q3 2025
Oct 24 Heck Capital Advisors, LLC

$1.29B reported · 196 holdings listed · SEC ↗

Q3 2025
Oct 24 Tema Etfs Llc

$1.20B reported · 512 holdings listed · SEC ↗

Q3 2025
Oct 24 Bristlecone Advisors, LLC

$1.20B reported · 233 holdings listed · SEC ↗

Q3 2025
Oct 24 Winthrop Advisory Group LLC

$1.14B reported · 191 holdings listed · SEC ↗

Q3 2025
Oct 24 Godsey & Gibb, Inc

$1.13B reported · 375 holdings listed · SEC ↗

Q3 2025
Oct 24 FengHe Fund Management Pte. Ltd.

$1.10B reported · 35 holdings listed · SEC ↗

Q3 2025
Oct 24 MASTERINVEST Kapitalanlage GmbH

$1.03B reported · 278 holdings listed · SEC ↗

Q3 2025
Oct 24 Tanager Wealth Management LLP

$952.44M reported · 132 holdings listed · SEC ↗

Q3 2025
Oct 24 Walmart Inc. amended

$909.55M reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 24 Alley Investment Management Company, LLC

$861.18M reported · 88 holdings listed · SEC ↗

Q3 2025
Oct 24 Philip James Wealth Mangement, LLC

$856.95M reported · 177 holdings listed · SEC ↗

Q3 2025
Oct 24 Bay Colony Advisory Group, Inc d/b/a Bay Colony…

$845.38M reported · 514 holdings listed · SEC ↗

Q3 2025
Oct 24 TFC Financial Management, Inc.

$780.53M reported · 996 holdings listed · SEC ↗

Q3 2025
Oct 24 Culbertson A N & Co Inc

$706.60M reported · 128 holdings listed · SEC ↗

Q3 2025
Oct 24 Nexus Investment Management ULC

$704.36M reported · 70 holdings listed · SEC ↗

Q3 2025
Oct 24 Toews Corp /Adv

$699.84M reported · 15 holdings listed · SEC ↗

Q3 2025
Oct 24 Pasadena Private Wealth, LLC

$694.88M reported · 228 holdings listed · SEC ↗

Q3 2025
Oct 24 Summit Creek Advisors LLC

$686.09M reported · 69 holdings listed · SEC ↗

Q3 2025
Oct 24 Tarbox Family Office, Inc.

$681.24M reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 24 Hudock, Inc.

$658.38M reported · 199 holdings listed · SEC ↗

Q3 2025
Oct 24 Marquette Asset Management, LLC

$653.41M reported · 700 holdings listed · SEC ↗

Q3 2025
Oct 24 Acorn Financial Advisory Services Inc /Adv

$651.75M reported · 207 holdings listed · SEC ↗

Q3 2025
Oct 24 Oliver Luxxe Assets LLC

$631.67M reported · 182 holdings listed · SEC ↗

Q3 2025
Oct 24 Towercrest Capital Management

$623.39M reported · 99 holdings listed · SEC ↗

Q3 2025
Oct 24 Morton Capital Management LLC/CA

$609.45M reported · 131 holdings listed · SEC ↗

Q3 2025
Oct 24 Deltec Asset Management Llc

$606.31M reported · 206 holdings listed · SEC ↗

Q3 2025
Oct 24 SilverOak Wealth Management LLC

$592.76M reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 24 Warwick Investment Management, Inc.

$576.11M reported · 153 holdings listed · SEC ↗

Q3 2025
Oct 24 ORG Partners LLC

$548.58M reported · 38,187 holdings listed · SEC ↗

Q3 2025
Oct 24 Austin Asset Management Co Inc

$548.44M reported · 74 holdings listed · SEC ↗

Q3 2025
Oct 24 Gibson Capital, LLC

$542.15M reported · 133 holdings listed · SEC ↗

Q3 2025
Oct 24 Cedar Mountain Advisors, LLC

$513.63M reported · 693 holdings listed · SEC ↗

Q3 2025
Oct 24 Kesler, Norman & Wride, LLC

$509.83M reported · 219 holdings listed · SEC ↗

Q3 2025
Oct 24 Legacy Trust

$507.22M reported · 188 holdings listed · SEC ↗

Q3 2025
Oct 24 Liquid Strategies, LLC

$485.56M reported · 7 holdings listed · SEC ↗

Q3 2025
Oct 24 Ascentis Wealth Management, LLC

$470.31M reported · 10,069 holdings listed · SEC ↗

Q3 2025
Oct 24 Solidarity Wealth, LLC

$464.84M reported · 81 holdings listed · SEC ↗

Q3 2025
Oct 24 Beacon Bank & Trust

$464.48M reported · 262 holdings listed · SEC ↗

Q3 2025
Oct 24 Clarity Wealth Advisors, LLC

$453.77M reported · 99 holdings listed · SEC ↗

Q3 2025
← Previous Page 79 / 100 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