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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
VIA +13 +13 15

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
CWAN Clearwater… -5 −7 16
TTD The Trade Desk, Inc. -5 −7 21
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 8,801–8,900 of 10,432 individual filing documents

Oct 21 Banque Pictet & Cie Sa

13F-HR · $17.21B reported · 405 holdings listed · SEC ↗

Q3 2025
Oct 21 Gateway Investment Advisers Llc

13F-HR · $10.35B reported · 525 holdings listed · SEC ↗

Q3 2025
Oct 21 Mather Group, Llc.

13F-HR · $9.91B reported · 1,715 holdings listed · SEC ↗

Q3 2025
Oct 21 Signaturefd, Llc

13F-HR · $6.34B reported · 3,420 holdings listed · SEC ↗

Q3 2025
Oct 21 Capital Advisors Inc/Ok

13F-HR · $6.08B reported · 371 holdings listed · SEC ↗

Q3 2025
Oct 21 Bank Pictet & Cie (Europe) AG

13F-HR · $5.01B reported · 199 holdings listed · SEC ↗

Q3 2025
Oct 21 Generali Asset Management SPA SGR

13F-HR · $4.68B reported · 499 holdings listed · SEC ↗

Q3 2025
Oct 21 Global Retirement Partners, LLC

13F-HR · $4.47B reported · 3,880 holdings listed · SEC ↗

Q3 2025
Oct 21 SigFig Wealth Management, LLC

13F-HR · $3.23B reported · 138 holdings listed · SEC ↗

Q3 2025
Oct 21 Braun Stacey Associates Inc

13F-HR · $3.05B reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 21 SteelPeak Wealth, LLC

13F-HR · $3.00B reported · 579 holdings listed · SEC ↗

Q3 2025
Oct 21 Fulton Bank, N.A.

13F-HR · $2.86B reported · 1,034 holdings listed · SEC ↗

Q3 2025
Oct 21 Munro Partners

13F-HR · $2.79B reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 21 Synergy Asset Management, LLC

13F-HR · $2.76B reported · 621 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 21 Munro Partners

13F-HR · $2.75B reported · 62 holdings listed · SEC ↗

Q3 2025
Oct 21 Fifth Third Wealth Advisors LLC

13F-HR · $2.71B reported · 772 holdings listed · SEC ↗

Q3 2025
Oct 21 Munro Partners

13F-HR · $2.70B reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 21 Davidson Investment Advisors

13F-HR · $2.36B reported · 122 holdings listed · SEC ↗

Q3 2025
Oct 21 Bell Bank

13F-HR · $2.31B reported · 271 holdings listed · SEC ↗

Q3 2025
Oct 21 Simon Quick Advisors, Llc

13F-HR · $2.21B reported · 397 holdings listed · SEC ↗

Q3 2025
Oct 21 Ninety One North America, Inc.

13F-HR · $2.14B reported · 68 holdings listed · SEC ↗

Q3 2025
Oct 21 Constellation Investments, Inc.

13F-HR · $2.14B reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 21 Tectonic Advisors Llc

13F-HR · $1.83B reported · 421 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 21 Guyasuta Investment Advisors Inc

13F-HR · $1.74B reported · 262 holdings listed · SEC ↗

Q3 2025
Oct 21 Financiere des Professionnels - Fonds…

13F-HR · $1.74B reported · 409 holdings listed · 4 other managers included · SEC ↗

Q3 2025
Oct 21 C2P Capital Advisory Group, LLC d.b.a. Prosperity…

13F-HR · $1.72B reported · 412 holdings listed · SEC ↗

Q3 2025
Oct 21 GAM Holding AG

13F-HR · $1.62B reported · 373 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 21 Cantor Fitzgerald Investment Advisors L.P.

13F-HR · $1.47B reported · 192 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 21 PDS Planning, Inc

13F-HR · $1.45B reported · 540 holdings listed · SEC ↗

Q3 2025
Oct 21 400 Capital Management LLC

13F-HR · $1.40B reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 21 Silver Oak Securities, Incorporated

13F-HR · $1.34B reported · 753 holdings listed · SEC ↗

Q3 2025
Oct 21 Penobscot Investment Management Company, Inc.

13F-HR · $1.30B reported · 316 holdings listed · SEC ↗

Q3 2025
Oct 21 Moss Adams Wealth Advisors LLC

13F-HR · $1.28B reported · 433 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 21 RVW Wealth, LLC

13F-HR · $1.28B reported · 176 holdings listed · SEC ↗

Q3 2025
Oct 21 PPSC Investment Service Corp

13F-HR · $1.26B reported · 8 holdings listed · SEC ↗

Q3 2025
Oct 21 Verity & Verity, LLC

13F-HR · $1.25B reported · 134 holdings listed · SEC ↗

Q3 2025
Oct 21 Amplius Wealth Advisors, LLC

13F-HR · $1.16B reported · 174 holdings listed · SEC ↗

Q3 2025
Oct 21 Salomon & Ludwin, LLC

13F-HR · $1.11B reported · 2,154 holdings listed · SEC ↗

Q3 2025
Oct 21 CapWealth Advisors, LLC

13F-HR · $1.11B reported · 106 holdings listed · SEC ↗

Q3 2025
Oct 21 Pictet North America Advisors SA

13F-HR · $1.07B reported · 144 holdings listed · SEC ↗

Q3 2025
Oct 21 Townsend & Associates, Inc

13F-HR · $1.05B reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 21 American National Bank & Trust

13F-HR · $1.01B reported · 638 holdings listed · SEC ↗

Q3 2025
Oct 21 UNICOM Systems, Inc.

13F-HR · $1.01B reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 21 Suncoast Equity Management

13F-HR · $1.00B reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 21 Wellesley Asset Management

13F-HR · $998.84M reported · 56 holdings listed · SEC ↗

Q3 2025
Oct 21 Barton Investment Management

13F-HR · $981.88M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 21 Arrow Financial Corp

13F-HR · $977.99M reported · 288 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 21 Penn Davis Mcfarland Inc

13F-HR · $967.65M reported · 76 holdings listed · SEC ↗

Q3 2025
Oct 21 Dupont Capital Management Corp

13F-HR · $967.04M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 21 Relyea Zuckerberg Hanson LLC

13F-HR · $951.22M reported · 270 holdings listed · SEC ↗

Q3 2025
Oct 21 Coastline Trust Co

13F-HR · $931.80M reported · 570 holdings listed · SEC ↗

Q3 2025
Oct 21 Ntv Asset Management Llc

13F-HR · $917.32M reported · 311 holdings listed · SEC ↗

Q3 2025
Oct 21 Altfest L J & Co Inc

13F-HR · $896.30M reported · 330 holdings listed · SEC ↗

Q3 2025
Oct 21 U S Global Investors Inc

13F-HR · $885.80M reported · 171 holdings listed · SEC ↗

Q3 2025
Oct 21 McGuire Investment Group, LLC

13F-HR · $882.60M reported · 120 holdings listed · SEC ↗

Q3 2025
Oct 21 Romano Brothers And Company

13F-HR · $874.93M reported · 319 holdings listed · SEC ↗

Q3 2025
Oct 21 Cascade Financial Partners, LLC

13F-HR · $872.29M reported · 264 holdings listed · SEC ↗

Q3 2025
Oct 21 Ascent Wealth Partners, LLC

13F-HR · $862.10M reported · 182 holdings listed · SEC ↗

Q3 2025
Oct 21 Mattern Capital Management, Llc

13F-HR · $850.57M reported · 172 holdings listed · SEC ↗

Q3 2025
Oct 21 Goldstein Advisors, LLC

13F-HR · $822.89M reported · 204 holdings listed · SEC ↗

Q3 2025
Oct 21 Arbor Investment Advisors, LLC

13F-HR · $787.68M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 21 Brookwood Investment Group LLC

13F-HR · $774.64M reported · 483 holdings listed · SEC ↗

Q3 2025
Oct 21 Obsidian Cio, Llc

13F-HR · $762.22M reported · 226 holdings listed · SEC ↗

Q3 2025
Oct 21 Eagle Strategies LLC

13F-HR · $747.34M reported · 239 holdings listed · SEC ↗

Q3 2025
Oct 21 SJS Investment Consulting Inc.

13F-HR · $730.87M reported · 2,101 holdings listed · SEC ↗

Q3 2025
Oct 21 First Pacific Financial

13F-HR · $719.84M reported · 532 holdings listed · SEC ↗

Q3 2025
Oct 21 Financial Consulate, Inc

13F-HR · $708.24M reported · 1,153 holdings listed · SEC ↗

Q3 2025
Oct 21 Proffitt & Goodson Inc

13F-HR · $697.15M reported · 444 holdings listed · SEC ↗

Q3 2025
Oct 21 Ninety One SA (PTY) Ltd

13F-HR · $687.16M reported · 75 holdings listed · SEC ↗

Q3 2025
Oct 21 Unique Wealth, Llc

13F-HR · $681.79M reported · 179 holdings listed · SEC ↗

Q3 2025
Oct 21 Titan Global Capital Management Usa Llc

13F-HR · $679.32M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 21 Radnor Capital Management, LLC

13F-HR · $657.34M reported · 314 holdings listed · SEC ↗

Q3 2025
Oct 21 Sentinel Pension Advisors, Llc

13F-HR · $625.43M reported · 123 holdings listed · SEC ↗

Q3 2025
Oct 21 Adventist Health System/ West

13F-HR · $613.88M reported · 8 holdings listed · SEC ↗

Q3 2025
Oct 21 TFO Wealth Partners, LLC

13F-HR · $613.47M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 21 SC&H Financial Advisors, Inc.

13F-HR · $613.38M reported · 147 holdings listed · SEC ↗

Q3 2025
Oct 21 Ascentis Independent Advisors

13F-HR · $593.04M reported · 450 holdings listed · SEC ↗

Q3 2025
Oct 21 Commonwealth Financial Services, LLC

13F-HR · $584.41M reported · 229 holdings listed · SEC ↗

Q3 2025
Oct 21 SOA Wealth Advisors, LLC.

13F-HR · $583.30M reported · 893 holdings listed · SEC ↗

Q3 2025
Oct 21 Summit Wealth Partners, LLC

13F-HR · $554.08M reported · 212 holdings listed · SEC ↗

Q3 2025
Oct 21 Bourgeon Capital Management Llc

13F-HR · $553.98M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 21 Community Financial Services Group, LLC

13F-HR · $545.73M reported · 170 holdings listed · SEC ↗

Q3 2025
Oct 21 Moody Aldrich Partners Llc

13F-HR · $527.18M reported · 188 holdings listed · SEC ↗

Q3 2025
Oct 21 Presilium Private Wealth, Llc

13F-HR · $526.56M reported · 76 holdings listed · SEC ↗

Q3 2025
Oct 21 Pettinga Financial Advisors LLC

13F-HR · $512.91M reported · 138 holdings listed · SEC ↗

Q3 2025
Oct 21 Vishria Bird Financial Group, LLC

13F-HR · $509.89M reported · 97 holdings listed · SEC ↗

Q3 2025
Oct 21 TruNorth Capital Management, LLC

13F-HR · $505.54M reported · 408 holdings listed · SEC ↗

Q3 2025
Oct 21 RB Capital Management, LLC

13F-HR · $484.51M reported · 188 holdings listed · SEC ↗

Q3 2025
Oct 21 Peavine Capital, Llc

13F-HR · $484.28M reported · 9 holdings listed · SEC ↗

Q3 2025
Oct 21 Hedeker Wealth, LLC

13F-HR · $481.13M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 21 CMH Wealth Management LLC

13F-HR · $469.24M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 21 Noble Family Wealth, LLC

13F-HR · $453.48M reported · 83 holdings listed · SEC ↗

Q3 2025
Oct 21 Tradewinds Capital Management, LLC

13F-HR · $445.18M reported · 679 holdings listed · SEC ↗

Q3 2025
Oct 21 Grey Ledge Advisors, LLC

13F-HR · $441.35M reported · 239 holdings listed · SEC ↗

Q3 2025
Oct 21 Wagner Wealth Management, LLC

13F-HR · $430.91M reported · 249 holdings listed · SEC ↗

Q3 2025
Oct 21 E&G Advisors, LLC

13F-HR · $429.64M reported · 227 holdings listed · SEC ↗

Q3 2025
Oct 21 McElhenny Sheffield Capital Management, LLC

13F-HR · $421.95M reported · 106 holdings listed · SEC ↗

Q3 2025
Oct 21 BetterWealth, LLC

13F-HR · $420.03M reported · 69 holdings listed · SEC ↗

Q3 2025
Oct 21 Brave Asset Management Inc

13F-HR · $413.07M reported · 172 holdings listed · SEC ↗

Q3 2025
Oct 21 Eldred Rock Partners, LLC

13F-HR/A · $400.95M reported · 30 holdings listed · SEC ↗

Q3 2025
← Previous Page 89 / 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