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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
WOLF Wolfspeed Inc. -5 −7 11
CWAN Clearwater… -5 −7 16
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 8,201–8,300 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 22 Motco

$1.09B reported · 847 holdings listed · SEC ↗

Q3 2025
Oct 22 Summit Financial Strategies, Inc.

$1.08B reported · 155 holdings listed · SEC ↗

Q3 2025
Oct 22 McIlrath & Eck, LLC

$968.36M reported · 939 holdings listed · SEC ↗

Q3 2025
Oct 22 Spirepoint Private Client, Llc

$951.11M reported · 280 holdings listed · SEC ↗

Q3 2025
Oct 22 Absher Wealth Management, Llc

$836.88M reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 22 City Holding Co

$795.29M reported · 625 holdings listed · SEC ↗

Q3 2025
Oct 22 Pandi, LLC

$753.73M reported · 4 holdings listed · SEC ↗

Q3 2025
Oct 22 O'Brien Wealth Partners LLC

$738.34M reported · 97 holdings listed · SEC ↗

Q3 2025
Oct 22 Torray Investment Partners Llc

$737.02M reported · 99 holdings listed · SEC ↗

Q3 2025
Oct 22 Abacus Planning Group, Inc.

$724.78M reported · 262 holdings listed · SEC ↗

Q3 2025
Oct 22 Northcape Capital Pty Ltd

$723.42M reported · 8 holdings listed · SEC ↗

Q3 2025
Oct 22 Nottingham Advisors, Inc.

$720.20M reported · 111 holdings listed · SEC ↗

Q3 2025
Oct 22 Mechanics Bank Trust Department

$712.08M reported · 363 holdings listed · SEC ↗

Q3 2025
Oct 22 Alpine Bank Wealth Management

$710.54M reported · 632 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 22 LS Investment Advisors, LLC

$709.88M reported · 138 holdings listed · SEC ↗

Q3 2025
Oct 22 Stanley-Laman Group, Ltd.

$701.80M reported · 252 holdings listed · SEC ↗

Q3 2025
Oct 22 Northstar Group, Inc.

$686.57M reported · 161 holdings listed · SEC ↗

Q3 2025
Oct 22 Crews Bank & Trust

$683.25M reported · 636 holdings listed · SEC ↗

Q3 2025
Oct 22 Capital Advantage, Inc.

$664.96M reported · 138 holdings listed · SEC ↗

Q3 2025
Oct 22 Adams Natural Resources Fund, Inc.

$659.14M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 22 Blue Bell Private Wealth Management, Llc

$658.03M reported · 735 holdings listed · SEC ↗

Q3 2025
Oct 22 Almanack Investment Partners, LLC.

$646.62M reported · 197 holdings listed · SEC ↗

Q3 2025
Oct 22 Greystone Financial Group, LLC

$645.41M reported · 100 holdings listed · SEC ↗

Q3 2025
Oct 22 Cohen Capital Management, Inc.

$641.61M reported · 151 holdings listed · SEC ↗

Q3 2025
Oct 22 RedJay Asset Management Inc.

$639.23M reported · 2 holdings listed · SEC ↗

Q3 2025
Oct 22 Gries Financial Llc

$632.73M reported · 323 holdings listed · SEC ↗

Q3 2025
Oct 22 SeaBridge Investment Advisors LLC

$616.23M reported · 203 holdings listed · SEC ↗

Q3 2025
Oct 22 Earned Wealth Advisors, Llc

$607.16M reported · 346 holdings listed · SEC ↗

Q3 2025
Oct 22 Alpha Omega Wealth Management LLC amended

$600.99M reported · 204 holdings listed · SEC ↗

Q3 2025
Oct 22 Abundance Wealth Counselors

$583.50M reported · 169 holdings listed · SEC ↗

Q3 2025
Oct 22 Brickley Wealth Management

$573.75M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 22 Greenspring Advisors, LLC

$565.50M reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 22 Ironwood Financial, llc

$564.36M reported · 166 holdings listed · SEC ↗

Q3 2025
Oct 22 Advisory Resource Group

$557.46M reported · 172 holdings listed · SEC ↗

Q3 2025
Oct 22 Ellis Investment Partners, LLC

$553.78M reported · 236 holdings listed · SEC ↗

Q3 2025
Oct 22 RV Capital AG

$546.24M reported · 13 holdings listed · SEC ↗

Q3 2025
Oct 22 Bernardo Wealth Planning LLC

$510.06M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 22 West Paces Advisors Inc.

$502.42M reported · 188 holdings listed · SEC ↗

Q3 2025
Oct 22 Augustine Asset Management Inc

$496.99M reported · 111 holdings listed · SEC ↗

Q3 2025
Oct 22 WESPAC Advisors SoCal, LLC

$492.49M reported · 106 holdings listed · SEC ↗

Q3 2025
Oct 22 Old Second National Bank Of Aurora

$485.40M reported · 401 holdings listed · SEC ↗

Q3 2025
Oct 22 Family Investment Center, Inc.

$481.57M reported · 102 holdings listed · SEC ↗

Q3 2025
Oct 22 Rezny Wealth Management, Inc.

$479.14M reported · 38 holdings listed · SEC ↗

Q3 2025
Oct 22 Ackerman Capital Advisors, LLC

$477.68M reported · 117 holdings listed · SEC ↗

Q3 2025
Oct 22 Park Place Capital Corp

$473.52M reported · 787 holdings listed · SEC ↗

Q3 2025
Oct 22 GoalVest Advisory LLC

$471.66M reported · 403 holdings listed · SEC ↗

Q3 2025
Oct 22 NORTHSTAR ASSET MANAGEMENT Co

$466.12M reported · 193 holdings listed · SEC ↗

Q3 2025
Oct 22 Bender Robert & Associates

$462.61M reported · 46 holdings listed · SEC ↗

Q3 2025
Oct 22 Stuart Chaussee & Associates, Inc.

$458.43M reported · 180 holdings listed · SEC ↗

Q3 2025
Oct 22 Keystone Wealth Services, LLC

$458.36M reported · 294 holdings listed · SEC ↗

Q3 2025
Oct 22 Kiley Juergens Wealth Management, Llc

$454.25M reported · 77 holdings listed · SEC ↗

Q3 2025
Oct 22 Madrona Financial Services, LLC

$453.25M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 22 BCS Wealth Management

$443.80M reported · 246 holdings listed · SEC ↗

Q3 2025
Oct 22 Barry Investment Advisors, LLC

$434.73M reported · 107 holdings listed · SEC ↗

Q3 2025
Oct 22 Cordatus Wealth Management LLC

$424.15M reported · 161 holdings listed · SEC ↗

Q3 2025
Oct 22 Avalon Capital Management

$408.02M reported · 133 holdings listed · SEC ↗

Q3 2025
Oct 22 Sentry LLC

$401.74M reported · 125 holdings listed · SEC ↗

Q3 2025
Oct 22 Twelve Points Wealth Management LLC

$401.37M reported · 191 holdings listed · SEC ↗

Q3 2025
Oct 22 WP Advisors, LLC

$393.40M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 22 Ifrah Financial Services, Inc.

$385.78M reported · 202 holdings listed · SEC ↗

Q3 2025
Oct 22 TriaGen Wealth Management LLC

$383.35M reported · 183 holdings listed · SEC ↗

Q3 2025
Oct 22 Kelly Financial Group Llc

$377.02M reported · 96 holdings listed · SEC ↗

Q3 2025
Oct 22 TSP Capital Management Group, LLC

$373.69M reported · 44 holdings listed · SEC ↗

Q3 2025
Oct 22 KG Capital Management

$373.68M reported · 214 holdings listed · SEC ↗

Q3 2025
Oct 22 Cardinal Strategic Wealth Guidance

$371.78M reported · 58 holdings listed · SEC ↗

Q3 2025
Oct 22 Capital Management Associates, Inc

$369.96M reported · 153 holdings listed · SEC ↗

Q3 2025
Oct 22 Financial Perspectives, Inc

$360.63M reported · 724 holdings listed · SEC ↗

Q3 2025
Oct 22 PhiloSmith Capital Corp

$359.83M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 22 Centennial Wealth Advisory LLC

$359.34M reported · 160 holdings listed · SEC ↗

Q3 2025
Oct 22 Grandview Asset Management LLC

$355.52M reported · 141 holdings listed · SEC ↗

Q3 2025
Oct 22 Stone Summit Wealth LLC

$352.59M reported · 143 holdings listed · SEC ↗

Q3 2025
Oct 22 Highland Financial Advisors, LLC

$348.75M reported · 58 holdings listed · SEC ↗

Q3 2025
Oct 22 WT Wealth Management

$347.46M reported · 139 holdings listed · SEC ↗

Q3 2025
Oct 22 RFG - Bristol Wealth Advisors, LLC

$346.29M reported · 174 holdings listed · SEC ↗

Q3 2025
Oct 22 Capital Planning LLC

$343.29M reported · 79 holdings listed · SEC ↗

Q3 2025
Oct 22 Corbyn Investment Management Inc/Md

$341.46M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 22 Arcataur Capital Management LLC

$340.21M reported · 101 holdings listed · SEC ↗

Q3 2025
Oct 22 Trust Co Of Oklahoma

$337.96M reported · 189 holdings listed · SEC ↗

Q3 2025
Oct 22 Stevens Capital Partners

$335.02M reported · 116 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 22 Courage Miller Partners, LLC

$333.55M reported · 85 holdings listed · SEC ↗

Q3 2025
Oct 22 Crown Wealth Group, LLC

$332.84M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 22 Benchmark Financial Wealth Advisors, LLC

$332.29M reported · 124 holdings listed · SEC ↗

Q3 2025
Oct 22 Kercheville Advisors, LLC

$330.97M reported · 106 holdings listed · SEC ↗

Q3 2025
Oct 22 Bouvel Investment Partners, LLC

$326.67M reported · 78 holdings listed · SEC ↗

Q3 2025
Oct 22 Endeavor Private Wealth, Inc.

$323.40M reported · 345 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 22 Investment Advisory Services Inc /Tx /Adv

$317.42M reported · 126 holdings listed · SEC ↗

Q3 2025
Oct 22 Sandy Cove Advisors, LLC

$312.84M reported · 139 holdings listed · SEC ↗

Q3 2025
Oct 22 Verger Capital Management LLC

$308.11M reported · 14 holdings listed · SEC ↗

Q3 2025
Oct 22 Tilson Financial Group, Inc.

$304.32M reported · 77 holdings listed · SEC ↗

Q3 2025
Oct 22 Grey Rock Energy Management, LLC

$298.99M reported · 1 holdings listed · SEC ↗

Q3 2025
Oct 22 Investment Research & Advisory Group, Inc.

$295.03M reported · 254 holdings listed · SEC ↗

Q3 2025
Oct 22 Royal Harbor Partners, LLC

$294.87M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 22 Encompass Wealth Advisors, Llc

$293.73M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 22 Shaker Financial Services, LLC

$291.61M reported · 149 holdings listed · SEC ↗

Q3 2025
Oct 22 Members Advisory Group LLC

$282.78M reported · 41 holdings listed · SEC ↗

Q3 2025
Oct 22 Tiller Private Wealth, Inc.

$281.02M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 22 Letson Investment Management, Inc.

$278.74M reported · 99 holdings listed · SEC ↗

Q3 2025
Oct 22 Five Oceans Advisors

$271.78M reported · 189 holdings listed · SEC ↗

Q3 2025
Oct 22 Gunderson Capital Management LLC

$271.42M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 22 Biltmore Wealth Management, LLC

$261.98M reported · 58 holdings listed · SEC ↗

Q3 2025
← Previous Page 83 / 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