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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
HTFL Heartflow, Inc.… +14 +14 17
KLAR Klarna Group plc +14 +14 17
NIQ NIQ Global… +13 +13 15

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
TTD The Trade Desk, Inc. -5 −7 21
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 8,501–8,600 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 21 ETF Portfolio Partners, Inc.

$375.87M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 21 Fischer Financial Services, Inc.

$371.42M reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 21 CV Advisors LLC

$360.98M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 21 BOS Asset Management, LLC

$354.88M reported · 190 holdings listed · SEC ↗

Q3 2025
Oct 21 Brown Miller Wealth Management, LLC

$352.84M reported · 273 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 21 Morton Brown Family Wealth, LLC

$348.47M reported · 264 holdings listed · SEC ↗

Q3 2025
Oct 21 Lifelong Wealth Advisors, Inc.

$336.34M reported · 85 holdings listed · SEC ↗

Q3 2025
Oct 21 True Wealth Design, LLC

$327.23M reported · 2,712 holdings listed · SEC ↗

Q3 2025
Oct 21 Kooman & Associates

$324.26M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 21 First National Bank Sioux Falls

$320.72M reported · 171 holdings listed · SEC ↗

Q3 2025
Oct 21 Investment Planning Advisors, Inc.

$317.98M reported · 88 holdings listed · SEC ↗

Q3 2025
Oct 21 Watershed Private Wealth Llc

$316.44M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 21 Quattro Financial Advisors Llc

$316.17M reported · 84 holdings listed · SEC ↗

Q3 2025
Oct 21 Armor Investment Advisors, LLC

$315.56M reported · 149 holdings listed · SEC ↗

Q3 2025
Oct 21 Meredith Wealth Planning

$315.50M reported · 63 holdings listed · SEC ↗

Q3 2025
Oct 21 Wealth Management Partners, LLC

$314.72M reported · 138 holdings listed · SEC ↗

Q3 2025
Oct 21 Sterling Investment Counsel, LLC

$311.93M reported · 130 holdings listed · SEC ↗

Q3 2025
Oct 21 Reston Wealth Management Llc

$309.71M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 21 Three Magnolias Financial Advisors, LLC 2 reports combined

$304.35M reported · 210 holdings listed · SEC ↗

Oct 21–Oct 21
Oct 21 Galibier Capital Management Ltd.

$300.12M reported · 38 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 21 Ariose Capital Management Ltd

$298.18M reported · 35 holdings listed · SEC ↗

Q3 2025
Oct 21 Kenora Financial, LLC

$295.70M reported · 133 holdings listed · SEC ↗

Q3 2025
Oct 21 Buttonwood Financial Advisors Inc.

$290.45M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 21 Retirement Guys Formula Llc

$284.21M reported · 169 holdings listed · SEC ↗

Q3 2025
Oct 21 Wealth Management Associates, Inc.

$281.79M reported · 230 holdings listed · SEC ↗

Q3 2025
Oct 21 Global Financial Private Client, LLC

$280.70M reported · 341 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 21 Morris Financial Concepts, Inc.

$276.82M reported · 198 holdings listed · SEC ↗

Q3 2025
Oct 21 OMC Financial Services LTD

$269.47M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 21 Strait & Sound Wealth Management LLC

$260.61M reported · 148 holdings listed · SEC ↗

Q3 2025
Oct 21 Greenbush Financial Group, LLC

$260.60M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 21 CPA Asset Management Group, LLC

$259.40M reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 21 My Personal CFO, LLC

$258.23M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 21 Foundation Wealth Management, LLC\PA

$258.23M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 21 Optimum Investment Advisors

$252.06M reported · 613 holdings listed · SEC ↗

Q3 2025
Oct 21 Applied Capital LLC

$248.18M reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 21 Altus Wealth Group LLC

$243.52M reported · 143 holdings listed · SEC ↗

Q3 2025
Oct 21 Hubbell Strickland Wealth Management, LLC

$243.03M reported · 82 holdings listed · SEC ↗

Q3 2025
Oct 21 JDM Financial Group LLC

$238.58M reported · 280 holdings listed · SEC ↗

Q3 2025
Oct 21 Rector, Church-Wardens & Vestrymen of Trinity…

$234.00M reported · 2 holdings listed · SEC ↗

Q3 2025
Oct 21 Mayfair Advisory Group, LLC

$233.13M reported · 190 holdings listed · SEC ↗

Q3 2025
Oct 21 Christensen, King & Associates Investment Services…

$232.74M reported · 106 holdings listed · SEC ↗

Q3 2025
Oct 21 Western Financial Corp/CA

$229.79M reported · 120 holdings listed · SEC ↗

Q3 2025
Oct 21 Ballentine Capital Advisors, Inc

$226.15M reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 21 Onyx Financial Advisors, LLC

$226.01M reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 21 Schear Investment Advisers, LLC

$224.52M reported · 86 holdings listed · SEC ↗

Q3 2025
Oct 21 Penney Financial, Llc

$223.33M reported · 49 holdings listed · SEC ↗

Q3 2025
Oct 21 Twin Lakes Capital Management, LLC

$216.25M reported · 224 holdings listed · SEC ↗

Q3 2025
Oct 21 Fogel Capital Management, Inc.

$216.10M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 21 Woodward Diversified Capital, Llc

$214.69M reported · 182 holdings listed · SEC ↗

Q3 2025
Oct 21 Crown Oak Advisors, LLC

$211.47M reported · 23 holdings listed · SEC ↗

Q3 2025
Oct 21 Pflug Koory, LLC

$210.91M reported · 415 holdings listed · SEC ↗

Q3 2025
Oct 21 Regency Capital Management Inc.\DE

$210.26M reported · 58 holdings listed · SEC ↗

Q3 2025
Oct 21 GoalFusion Wealth Management, LLC

$209.43M reported · 28 holdings listed · SEC ↗

Q3 2025
Oct 21 Intelligent Financial Strategies

$205.45M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 21 Chronos Wealth Management, LLC

$203.98M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 21 Massachusetts Wealth Management

$201.52M reported · 96 holdings listed · SEC ↗

Q3 2025
Oct 21 Taylor Frigon Capital Management LLC

$201.10M reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 21 Econ Financial Services Corp

$200.58M reported · 77 holdings listed · SEC ↗

Q3 2025
Oct 21 Pacific Wealth Management

$198.60M reported · 23 holdings listed · SEC ↗

Q3 2025
Oct 21 DMKC Advisory Services, LLC

$197.08M reported · 75 holdings listed · SEC ↗

Q3 2025
Oct 21 Prepared Retirement Institute LLC

$191.85M reported · 84 holdings listed · SEC ↗

Q3 2025
Oct 21 MN Wealth Advisors, LLC

$187.18M reported · 117 holdings listed · SEC ↗

Q3 2025
Oct 21 Values First Advisors, Inc.

$186.84M reported · 318 holdings listed · SEC ↗

Q3 2025
Oct 21 First City Capital Management, Inc.

$185.36M reported · 153 holdings listed · SEC ↗

Q3 2025
Oct 21 apricus wealth, LLC

$185.35M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 21 Clay Northam Wealth Management, LLC

$175.07M reported · 99 holdings listed · SEC ↗

Q3 2025
Oct 21 Hofer & Associates. Inc

$174.65M reported · 60 holdings listed · SEC ↗

Q3 2025
Oct 21 Stephenson & Company, Inc.

$174.11M reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 21 GraniteShares Advisors LLC

$172.78M reported · 91 holdings listed · SEC ↗

Q3 2025
Oct 21 Kellett Wealth Advisors, LLC

$165.70M reported · 76 holdings listed · SEC ↗

Q3 2025
Oct 21 Asset Management Advisors, LLC

$163.86M reported · 18 holdings listed · SEC ↗

Q3 2025
Oct 21 Daner Wealth Management, LLC

$160.01M reported · 98 holdings listed · SEC ↗

Q3 2025
Oct 21 Farrell Financial LLC

$159.51M reported · 70 holdings listed · SEC ↗

Q3 2025
Oct 21 Refined Wealth Management

$155.62M reported · 36 holdings listed · SEC ↗

Q3 2025
Oct 21 Bay Capital Advisors, LLC

$153.57M reported · 110 holdings listed · SEC ↗

Q3 2025
Oct 21 Saxony Capital Management, LLC

$151.67M reported · 156 holdings listed · SEC ↗

Q3 2025
Oct 21 Chico Wealth RIA

$147.13M reported · 33 holdings listed · SEC ↗

Q3 2025
Oct 21 Accredited Investor Services, Llc

$145.48M reported · 76 holdings listed · SEC ↗

Q3 2025
Oct 21 Davis Capital Management

$144.29M reported · 615 holdings listed · SEC ↗

Q3 2025
Oct 21 Riverbend Wealth Management, LLC

$143.23M reported · 138 holdings listed · SEC ↗

Q3 2025
Oct 21 Pine Haven Investment Counsel, Inc

$138.46M reported · 117 holdings listed · SEC ↗

Q3 2025
Oct 21 Clio Asset Management LLC

$134.73M reported · 14 holdings listed · SEC ↗

Q3 2025
Oct 21 White & Co Financial Planning Inc

$132.83M reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 21 KOM Wealth Management Group, LLC

$132.29M reported · 84 holdings listed · SEC ↗

Q3 2025
Oct 21 Kagan Cocozza Asset Management

$132.08M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 21 PUREfi Wealth, LLC

$129.91M reported · 165 holdings listed · SEC ↗

Q3 2025
Oct 21 Rexford Capital Inc

$129.30M reported · 270 holdings listed · SEC ↗

Q3 2025
Oct 21 Edmp, Inc.

$126.16M reported · 69 holdings listed · SEC ↗

Q3 2025
Oct 21 Crowley Wealth Management, Inc.

$125.72M reported · 437 holdings listed · SEC ↗

Q3 2025
Oct 21 Elm3 Financial Group, LLC

$121.97M reported · 111 holdings listed · SEC ↗

Q3 2025
Oct 21 William Howard & Co Financial Advisors Inc

$117.51M reported · 56 holdings listed · SEC ↗

Q3 2025
Oct 21 M Wealth Management, LLC

$113.86M reported · 49 holdings listed · SEC ↗

Q3 2025
Oct 21 Semitam Bonam Llc

$111.81M reported · 44 holdings listed · SEC ↗

Q3 2025
Oct 21 Measured Risk Portfolios, Inc.

$107.34M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 21 Emeth Value Capital, LLC

$103.15M reported · 5 holdings listed · SEC ↗

Q3 2025
Oct 21 Western Pacific Wealth Management, LP

$102.45M reported · 190 holdings listed · SEC ↗

Q3 2025
Oct 21 Sage Investment Counsel LLC

$90.28M reported · 123 holdings listed · SEC ↗

Q3 2025
Oct 21 PICTET BANK & TRUST Ltd

$83.17M reported · 33 holdings listed · SEC ↗

Q3 2025
Oct 21 Sullivan Wood Capital Management LLC

$67.89M reported · 20 holdings listed · SEC ↗

Q3 2025
Oct 21 Charles Schwab Trust Bank

$55.08M reported · 1 holdings listed · SEC ↗

Q3 2025
← Previous Page 86 / 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