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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
HTFL Heartflow, Inc.… +14 +14 17
KLAR Klarna Group plc +14 +14 17
MIAX Miami International… +14 +14 17
LGN Legence Corp. Class… +13 +13 15

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
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 8,701–8,800 of 10,432 individual filing documents

Oct 22 Gunderson Capital Management LLC

13F-HR · $271.42M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 22 Biltmore Wealth Management, LLC

13F-HR · $261.98M reported · 58 holdings listed · SEC ↗

Q3 2025
Oct 22 Forza Wealth Management, LLC

13F-HR · $261.07M reported · 191 holdings listed · SEC ↗

Q3 2025
Oct 22 River Street Advisors LLC

13F-HR · $257.94M reported · 241 holdings listed · SEC ↗

Q3 2025
Oct 22 Bryant Woods Investment Advisors, LLC

13F-HR · $255.74M reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 22 Powers Advisory Group, LLC

13F-HR · $251.09M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 22 Spreng Capital Management, Inc.

13F-HR · $250.77M reported · 76 holdings listed · SEC ↗

Q3 2025
Oct 22 Bigelow Investment Advisors, LLC

13F-HR · $248.06M reported · 149 holdings listed · SEC ↗

Q3 2025
Oct 22 Autumn Glory Partners, LLC

13F-HR · $243.55M reported · 237 holdings listed · 4 other managers included · SEC ↗

Q3 2025
Oct 22 O'ROURKE & COMPANY, Inc

13F-HR · $239.33M reported · 166 holdings listed · SEC ↗

Q3 2025
Oct 22 Garrison Point Advisors, Llc

13F-HR · $238.41M reported · 171 holdings listed · SEC ↗

Q3 2025
Oct 22 Granite Harbor Advisors, Inc.

13F-HR · $237.85M reported · 128 holdings listed · SEC ↗

Q3 2025
Oct 22 New England Capital Financial Advisors LLC

13F-HR · $235.27M reported · 420 holdings listed · SEC ↗

Q3 2025
Oct 22 Harbor Island Capital LLC

13F-HR · $233.66M reported · 15 holdings listed · SEC ↗

Q3 2025
Oct 22 Porter White Investment Advisors, Inc.

13F-HR · $232.91M reported · 35 holdings listed · SEC ↗

Q3 2025
Oct 22 Blue Sky Capital Consultants Group, Inc.

13F-HR · $231.31M reported · 63 holdings listed · SEC ↗

Q3 2025
Oct 22 Red Tortoise LLC

13F-HR · $230.56M reported · 646 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 22 Foronjy Financial Llc

13F-HR · $228.29M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 22 Viewpoint Capital Management LLC

13F-HR · $227.16M reported · 150 holdings listed · SEC ↗

Q3 2025
Oct 22 Glass Wealth Management Co LLC

13F-HR · $224.33M reported · 56 holdings listed · SEC ↗

Q3 2025
Oct 22 Cresta Advisors, Ltd.

13F-HR · $224.07M reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 22 New Perspectives, Inc

13F-HR · $223.38M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 22 Beach Point Capital Management LP

13F-HR · $220.99M reported · 18 holdings listed · SEC ↗

Q3 2025
Oct 22 Tribridge Partners Financial LLC

13F-HR · $217.73M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 22 Citrine Capital LLC

13F-HR · $215.95M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 22 Leslie Global Wealth, LLC

13F-HR · $213.19M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 22 Yoder Wealth Management, Inc.

13F-HR · $211.33M reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 22 Sitrin Capital Management LLC

13F-HR · $208.41M reported · 41 holdings listed · SEC ↗

Q3 2025
Oct 22 Prospera Capital Management, LLC

13F-HR · $206.81M reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 22 Private Wealth Group, LLC

13F-HR · $200.98M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 22 Ciovacco Capital Management LLC

13F-HR · $198.67M reported · 30 holdings listed · SEC ↗

Q3 2025
Oct 22 Mccarter Private Wealth Services Llc

13F-HR · $195.27M reported · 216 holdings listed · 4 other managers included · SEC ↗

Q3 2025
Oct 22 RHS Financial, LLC

13F-HR · $192.76M reported · 133 holdings listed · SEC ↗

Q3 2025
Oct 22 Kearns & Associates LLC

13F-HR · $188.38M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 22 Granite FO LLC

13F-HR · $184.11M reported · 632 holdings listed · SEC ↗

Q3 2025
Oct 22 Disciplined Equity Management, Inc.

13F-HR · $183.77M reported · 56 holdings listed · SEC ↗

Q3 2025
Oct 22 Worth Financial Advisory Group, LLC

13F-HR · $178.30M reported · 151 holdings listed · SEC ↗

Q3 2025
Oct 22 Pachira Investments Inc.

13F-HR · $177.96M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 22 Semus Wealth Partners LLC

13F-HR · $176.62M reported · 113 holdings listed · SEC ↗

Q3 2025
Oct 22 Riverchase Wealth Management, Llc

13F-HR · $176.55M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 22 Echo Wealth Management, LLC

13F-HR · $171.35M reported · 45 holdings listed · SEC ↗

Q3 2025
Oct 22 4J Wealth Management LLC

13F-HR · $170.21M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 22 InTrack Investment Management Inc

13F-HR · $167.50M reported · 107 holdings listed · SEC ↗

Q3 2025
Oct 22 Retirement Financial Solutions, Llc

13F-HR · $163.68M reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 22 Byrne Asset Management LLC

13F-HR · $162.55M reported · 564 holdings listed · SEC ↗

Q3 2025
Oct 22 Upper Left Wealth Management, LLC

13F-HR · $159.32M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 22 Milestone Asset Management Group, LLC

13F-HR · $158.94M reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 22 Ti-Trust, Inc

13F-HR · $158.90M reported · 130 holdings listed · SEC ↗

Q3 2025
Oct 22 Sterling Wealth Advisors Inc

13F-HR · $156.70M reported · 20 holdings listed · SEC ↗

Q3 2025
Oct 22 Paradigm, Strategies in Wealth Management, LLC

13F-HR · $156.14M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 22 Code Waechter LLC

13F-HR · $153.22M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 22 Vannoy Advisory Group, Inc.

13F-HR · $153.05M reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 22 Cedar Point Capital Partners, LLC

13F-HR · $152.52M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 22 Wilson & Boucher Capital Management, LLC

13F-HR · $152.13M reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 22 Tru Independence Asset Management 2, Llc

13F-HR · $152.09M reported · 86 holdings listed · SEC ↗

Q3 2025
Oct 22 Capstone Capital Llc

13F-HR · $149.62M reported · 25 holdings listed · SEC ↗

Q3 2025
Oct 22 Allen Wealth Management, Llc

13F-HR · $147.51M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 22 Accordant Advisory Group Inc

13F-HR · $146.98M reported · 161 holdings listed · SEC ↗

Q3 2025
Oct 22 Milestones Private Investment Advisors LLC

13F-HR · $146.39M reported · 122 holdings listed · SEC ↗

Q3 2025
Oct 22 Nabity-Jensen Investment Management Inc

13F-HR · $144.26M reported · 69 holdings listed · SEC ↗

Q3 2025
Oct 22 Penbrook Management LLC

13F-HR · $143.23M reported · 104 holdings listed · SEC ↗

Q3 2025
Oct 22 Washington Growth Strategies Llc

13F-HR · $140.27M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 22 Sage Advisors, Llc

13F-HR · $139.56M reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 22 Cottonwood Capital Advisors, Llc

13F-HR · $137.29M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 22 Boyce & Associates Wealth Consulting, Inc.

13F-HR · $122.20M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 22 NDVR, Inc.

13F-HR · $119.96M reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 22 DBK Financial Counsel, LLC

13F-HR · $118.94M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 22 Oregon Pacific Wealth Management, LLC

13F-HR · $115.70M reported · 153 holdings listed · SEC ↗

Q3 2025
Oct 22 APS Management Group, Inc.

13F-HR · $112.90M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 22 Sparta 24 Ltd.

13F-HR · $109.49M reported · 5 holdings listed · SEC ↗

Q3 2025
Oct 22 Compass Planning Associates Inc

13F-HR · $109.05M reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 22 Verus Wealth Management, Llc

13F-HR · $107.13M reported · 71 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 22 Ramsey Quantitative Systems

13F-HR · $105.28M reported · 5 holdings listed · SEC ↗

Q3 2025
Oct 22 York GP, Ltd.

13F-HR · $91.97M reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 22 Riverview Trust Co

13F-HR · $82.77M reported · 224 holdings listed · SEC ↗

Q3 2025
Oct 22 Commonwealth Equity Services, Llc

13F-HR · $77.20M reported · 4,234 holdings listed · analysis · SEC ↗

Q3 2025
Oct 22 Blossom Wealth Management

13F-HR · $61.91M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 22 Longboard Asset Management, LP

13F-HR · $61.86M reported · 262 holdings listed · SEC ↗

Q3 2025
Oct 22 New Century Financial Group, LLC

13F-HR · $56.25M reported · 63 holdings listed · SEC ↗

Q3 2025
Oct 22 Constellation Investimentos e Participacoes Ltda

13F-HR · $46.70M reported · 7 holdings listed · SEC ↗

Q3 2025
Oct 22 Samson Rock Capital LLP

13F-HR · $37.56M reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 22 Valliance Asset Management Ltd

13F-HR · $13.39M reported · 1 holdings listed · SEC ↗

Q3 2025
Oct 22 Louisiana State Employees Retirement System

13F-HR · $5.96M reported · 1,604 holdings listed · SEC ↗

Q3 2025
Oct 22 Rheos Capital Works Inc.

13F-HR · $1.79M reported · 62 holdings listed · SEC ↗

Q3 2025
Oct 22 Hikari Power Ltd

13F-HR · $1.24M reported · 63 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 22 Harvey Investment Co Llc

13F-HR · $937,181 reported · 102 holdings listed · SEC ↗

Q3 2025
Oct 22 Cigna Investments Inc /New

13F-HR · $709,821 reported · 473 holdings listed · 7 other managers included · SEC ↗

Q3 2025
Oct 22 North Growth Management Ltd.

13F-HR · $574,280 reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 22 P/E Global LLC

13F-HR · $500,045 reported · 4 holdings listed · SEC ↗

Q3 2025
Oct 22 Eads & Heald Wealth Management

13F-HR · $209,468 reported · 139 holdings listed · SEC ↗

Q3 2025
Oct 22 Oak Hill Capital Management, Llc

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

Q3 2025
Oct 22 Arrow Bank National Association

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

Q3 2025
Oct 22 WFG Capital Advisors LLC

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

Q3 2025
Oct 22 Hang Seng Investment Management Ltd

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

Q3 2025
Oct 22 Frost Investment Advisors, LLC

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

Q3 2025
Oct 22 M Financial Investment Advisers Inc

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

Q3 2025
Oct 22 Global Atlantic Investment Advisors, LLC

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

Q3 2025
Oct 22 Hsbc Global Asset Management (Deutschland) Gmbh

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

Q3 2025
Oct 21 Ninety One UK Ltd

13F-HR · $45.45B reported · 206 holdings listed · analysis · SEC ↗

Q3 2025
Oct 21 JARISLOWSKY, FRASER Ltd

13F-HR · $18.20B reported · 192 holdings listed · 1 other managers included · SEC ↗

Q3 2025
← Previous Page 88 / 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