★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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
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 8,901–9,000 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 17 FSC Wealth Advisors, LLC

$173.35M reported · 74 holdings listed · SEC ↗

Q3 2025
Oct 17 Trademark Financial Management, LLC

$171.80M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 17 Ehrlich Financial Group

$168.48M reported · 110 holdings listed · SEC ↗

Q3 2025
Oct 17 Optivise Advisory Services LLC

$168.13M reported · 197 holdings listed · SEC ↗

Q3 2025
Oct 17 Addis & Hill, Inc

$164.01M reported · 27 holdings listed · SEC ↗

Q3 2025
Oct 17 Ffg Retirement Advisors Llc

$161.15M reported · 45 holdings listed · SEC ↗

Q3 2025
Oct 17 VERITY Wealth Advisors

$158.33M reported · 78 holdings listed · SEC ↗

Q3 2025
Oct 17 Panoramic Capital Partners, LLC

$155.64M reported · 59 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 17 R.H. Dinel Investment Counsel, Inc.

$154.98M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 17 Schulz Wealth, LTD.

$151.26M reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 17 Coastwise Capital Group, LLC

$142.14M reported · 131 holdings listed · SEC ↗

Q3 2025
Oct 17 Persium Advisors, LLC

$134.76M reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 17 Burr Financial Services, Llc

$134.63M reported · 28 holdings listed · SEC ↗

Q3 2025
Oct 17 Eagle Bay Advisors LLC

$127.33M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 17 Slocum, Gordon & Co LLP

$125.37M reported · 56 holdings listed · SEC ↗

Q3 2025
Oct 17 Lakeshore Capital Group, Inc.

$123.88M reported · 93 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 17 Alterna Wealth Management, Inc

$121.47M reported · 97 holdings listed · SEC ↗

Q3 2025
Oct 17 Petros Family Wealth, LLC

$119.48M reported · 429 holdings listed · 4 other managers included · SEC ↗

Q3 2025
Oct 17 Bretton Capital Management, LLC

$118.63M reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 17 JCSD Capital, LLC

$116.83M reported · 25 holdings listed · SEC ↗

Q3 2025
Oct 17 Stonebridge Wealth Management, LLC

$116.56M reported · 36 holdings listed · SEC ↗

Q3 2025
Oct 17 Harbor Asset Planning, Inc.

$111.75M reported · 1,913 holdings listed · SEC ↗

Q3 2025
Oct 17 Retireful, LLC

$103.48M reported · 93 holdings listed · SEC ↗

Q3 2025
Oct 17 Kw Wealth Management Llc

$58.68M reported · 78 holdings listed · SEC ↗

Q3 2025
Oct 17 Cornerstone Partners Capital Management, Llc

$34.53M reported · 6 holdings listed · SEC ↗

Q3 2025
Oct 17 Fort Washington Investment Advisors Inc /Oh/

$17.35M reported · 432 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 17 Fleming James B Jr

$905,330 reported · 2 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 17 Bedrijfstakpensioenfonds Voor De Media Pno

$758,720 reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 17 Valley National Advisers Inc

$645,575 reported · 973 holdings listed · SEC ↗

Q3 2025
Oct 17 Valicenti Advisory Services Inc

$466,216 reported · 77 holdings listed · SEC ↗

Q3 2025
Oct 17 Fruth Investment Management

$369,292 reported · 215 holdings listed · SEC ↗

Q3 2025
Oct 17 Tealwood Asset Management Inc

$247,127 reported · 134 holdings listed · SEC ↗

Q3 2025
Oct 17 De Rubertis Francesco

value not stated on cover page · SEC ↗

Q3 2025
Oct 17 Union Bank & Trust Co /Ne/

value not stated on cover page · SEC ↗

Q3 2025
Oct 17 Gadsden, LLC

value not stated on cover page · SEC ↗

Q3 2025
Oct 17 Boston Trust Walden National Association

value not stated on cover page · SEC ↗

Q3 2025
Oct 17 HSBC Bank USA, N.A.

value not stated on cover page · SEC ↗

Q3 2025
Oct 17 Columbia Capital IV, LLC

value not stated on cover page · SEC ↗

Q3 2025
Oct 16 Thoma Bravo, L.P.

$11.67B reported · 4 holdings listed · SEC ↗

Q3 2025
Oct 16 Blue Trust, Inc.

$8.91B reported · 3,927 holdings listed · SEC ↗

Q3 2025
Oct 16 Carnegie Investment Counsel

$5.31B reported · 551 holdings listed · SEC ↗

Q3 2025
Oct 16 HBK Sorce Advisory LLC amended

$3.99B reported · 629 holdings listed · SEC ↗

Q3 2025
Oct 16 Avanza Fonder AB

$3.86B reported · 784 holdings listed · SEC ↗

Q3 2025
Oct 16 Cohen Klingenstein LLC

$3.19B reported · 204 holdings listed · SEC ↗

Q3 2025
Oct 16 Meyer Handelman Co

$3.16B reported · 281 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 16 Burney Co/

$3.14B reported · 663 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 16 Covea Finance

$2.87B reported · 122 holdings listed · SEC ↗

Q3 2025
Oct 16 Beacon Investment Advisory Services, Inc.

$2.38B reported · 254 holdings listed · SEC ↗

Q3 2025
Oct 16 Portman Square Capital LLP

$2.26B reported · 107 holdings listed · SEC ↗

Q3 2025
Oct 16 Beacon Capital Management, Inc.

$2.09B reported · 181 holdings listed · SEC ↗

Q3 2025
Oct 16 Halbert Hargrove Global Advisors, Llc

$2.06B reported · 736 holdings listed · SEC ↗

Q3 2025
Oct 16 Highland Capital Management, Llc

$2.01B reported · 414 holdings listed · SEC ↗

Q3 2025
Oct 16 Rice Hall James & Associates, Llc

$1.83B reported · 248 holdings listed · SEC ↗

Q3 2025
Oct 16 Mogy Joel R Investment Counsel Inc

$1.83B reported · 119 holdings listed · SEC ↗

Q3 2025
Oct 16 Ami Asset Management Corp

$1.79B reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 16 Rebalance, Llc

$1.66B reported · 102 holdings listed · SEC ↗

Q3 2025
Oct 16 Howard Capital Management Group, LLC

$1.58B reported · 143 holdings listed · SEC ↗

Q3 2025
Oct 16 Fulton Breakefield Broenniman Llc

$1.55B reported · 204 holdings listed · SEC ↗

Q3 2025
Oct 16 Litman Gregory Wealth Management LLC

$1.35B reported · 146 holdings listed · SEC ↗

Q3 2025
Oct 16 Weatherly Asset Management L. P.

$1.21B reported · 182 holdings listed · SEC ↗

Q3 2025
Oct 16 Hengehold Capital Management Llc

$1.17B reported · 215 holdings listed · SEC ↗

Q3 2025
Oct 16 MBL Wealth, LLC

$1.15B reported · 285 holdings listed · 4 other managers included · SEC ↗

Q3 2025
Oct 16 Syntegra Private Wealth Group, LLC

$1.06B reported · 189 holdings listed · SEC ↗

Q3 2025
Oct 16 Trust Co Of Toledo Na /Oh/

$997.59M reported · 923 holdings listed · SEC ↗

Q3 2025
Oct 16 Gleason Group, Inc.

$995.62M reported · 203 holdings listed · SEC ↗

Q3 2025
Oct 16 Orange Investment Advisors, Inc.

$960.51M reported · 177 holdings listed · SEC ↗

Q3 2025
Oct 16 Griffin Asset Management, Inc.

$889.97M reported · 224 holdings listed · SEC ↗

Q3 2025
Oct 16 Hbw Advisory Services Llc

$888.67M reported · 417 holdings listed · SEC ↗

Q3 2025
Oct 16 Sheets Smith Wealth Management

$883.54M reported · 397 holdings listed · SEC ↗

Q3 2025
Oct 16 Columbus Macro, LLC

$878.55M reported · 208 holdings listed · SEC ↗

Q3 2025
Oct 16 Greenwood Capital Associates Llc

$866.54M reported · 255 holdings listed · SEC ↗

Q3 2025
Oct 16 180 Wealth Advisors, Llc

$820.71M reported · 455 holdings listed · SEC ↗

Q3 2025
Oct 16 Stockman Wealth Management, Inc.

$805.82M reported · 175 holdings listed · SEC ↗

Q3 2025
Oct 16 Invst, LLC

$802.57M reported · 297 holdings listed · SEC ↗

Q3 2025
Oct 16 Johnson Bixby & Associates, LLC

$780.20M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 16 CRA Financial Services, LLC

$730.98M reported · 294 holdings listed · SEC ↗

Q3 2025
Oct 16 Capital Advisors Wealth Management, LLC

$700.65M reported · 215 holdings listed · SEC ↗

Q3 2025
Oct 16 Asio Capital, LLC

$667.96M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 16 Horst & Graben Wealth Management LLC

$654.74M reported · 179 holdings listed · SEC ↗

Q3 2025
Oct 16 Greenup Street Wealth Management Llc

$650.82M reported · 142 holdings listed · SEC ↗

Q3 2025
Oct 16 Baker Chad R

$581.06M reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 16 Amarillo National Bank

$568.83M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 16 Twele Capital Management, Inc.

$541.89M reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 16 Marotta Asset Management

$531.18M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 16 New Hampshire Trust

$517.91M reported · 306 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 16 Curran Financial Partners, LLC

$505.35M reported · 129 holdings listed · SEC ↗

Q3 2025
Oct 16 Regent Peak Wealth Advisors LLC

$499.18M reported · 190 holdings listed · SEC ↗

Q3 2025
Oct 16 Conrad Siegel Investment Advisors, Inc.

$476.36M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 16 Ellsworth Advisors, LLC

$468.72M reported · 164 holdings listed · SEC ↗

Q3 2025
Oct 16 Raub Brock Capital Management LP

$464.70M reported · 39 holdings listed · 9 other managers included · SEC ↗

Q3 2025
Oct 16 Whitaker-Myers Wealth Managers, LTD.

$458.60M reported · 116 holdings listed · SEC ↗

Q3 2025
Oct 16 Castle Rock Wealth Management, LLC

$452.40M reported · 254 holdings listed · SEC ↗

Q3 2025
Oct 16 Rubicon Global Capital Ltd

$452.38M reported · 10 holdings listed · SEC ↗

Q3 2025
Oct 16 Nvwm, Llc

$444.66M reported · 899 holdings listed · SEC ↗

Q3 2025
Oct 16 Scott Capital Advisors, LLC

$441.79M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 16 Ami Investment Management Inc

$431.09M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 16 SWS Partners

$409.70M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 16 Uncommon Cents Investing LLC

$402.18M reported · 207 holdings listed · SEC ↗

Q3 2025
Oct 16 Triune Financial Partners, LLC

$396.99M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 16 Mezzasalma Advisors, LLC

$390.70M reported · 160 holdings listed · SEC ↗

Q3 2025
← Previous Page 90 / 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