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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

8,836 of approximately 8,118 expected managers have filed for Q4 2025 (108.8%); “expected” = the prior season's filer count

9,08013F-HR reports
$68.16TΣ reported value
5.65MHoldings listedall filers · Q4 2025
245Amendments
1,957Notice filings
Jan 02First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 9,078 of 9,080 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

9,080 reports filed Jan 02 to May 29; busiest day Feb 17 with 1,5894448891,3341,779Jan 02: 8 reportsJan 05: 53 reportsJan 06: 66 reportsJan 07: 101 reportsJan 08: 83 reportsJan 09: 74 reportsJan 12: 154 reportsJan 13: 92 reportsJan 14: 182 reportsJan 15: 174 reportsJan 16: 141 reportsJan 20: 153 reportsJan 21: 229 reportsJan 22: 156 reportsJan 23: 261 reportsJan 26: 238 reportsJan 27: 231 reportsJan 28: 233 reportsJan 29: 212 reportsJan 30: 159 reportsFeb 02: 219 reportsFeb 03: 225 reportsFeb 04: 230 reportsFeb 05: 327 reportsFeb 06: 304 reportsFeb 09: 294 reportsFeb 10: 428 reportsFeb 11: 429 reportsFeb 12: 514 reportsFeb 13: 1,012 reportsFeb 17: 1,589 reportsFeb 18: 127 reportsFeb 19: 33 reportsFeb 20: 45 reportsFeb 23: 28 reportsFeb 24: 33 reportsFeb 25: 11 reportsFeb 26: 14 reportsFeb 27: 11 reportsMar 02: 10 reportsMar 03: 14 reportsMar 04: 7 reportsMar 05: 10 reportsMar 06: 5 reportsMar 09: 5 reportsMar 10: 5 reportsMar 11: 5 reportsMar 12: 5 reportsMar 13: 5 reportsMar 16: 2 reportsMar 17: 7 reportsMar 19: 1 reportsMar 20: 2 reportsMar 23: 2 reportsMar 24: 3 reportsMar 25: 1 reportsMar 26: 2 reportsMar 27: 3 reportsMar 31: 1 reportsApr 01: 5 reportsApr 02: 3 reportsApr 06: 1 reportsApr 07: 4 reportsApr 08: 3 reportsApr 09: 2 reportsApr 10: 4 reportsApr 14: 1 reportsApr 16: 1 reportsApr 17: 2 reportsApr 20: 1 reportsApr 21: 3 reportsApr 22: 2 reportsApr 24: 2 reportsApr 28: 2 reportsApr 29: 2 reportsApr 30: 1 reportsMay 05: 2 reportsMay 06: 2 reportsMay 07: 7 reportsMay 08: 1 reportsMay 11: 3 reportsMay 12: 4 reportsMay 13: 6 reportsMay 14: 7 reportsMay 15: 15 reportsMay 18: 1 reportsMay 19: 1 reportsMay 20: 7 reportsMay 21: 2 reportsMay 22: 4 reportsMay 26: 3 reportsMay 27: 3 reportsMay 28: 3 reportsMay 29: 2 reports100%45-day deadline · Feb 141,589 on Feb 17Jan 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.
52.6% of reports arrived in the final week before the Feb 14 deadline
What the tracked universe did this season
+10,294New positions
−7,298Full exits
38,010Increased
32,892Reduced
58Comparable 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
Q Qnity Electronics… +26 +27 163
SOLS Solstice Advanced… +23 +24 144
MDLN Medline Inc. +21 +22 85
FRMI Fermi Inc. Common… +20 +20 65
ALH Alliance Laundry… +18 +19 66
NP +18 +19 43
LLYVA Liberty Live Group +17 +18 100
WLTH Wealthfront… +17 +18 45

Most reduced so far

SecurityΔ holdersExitsHolders
SPNS -19 −19 6
LNWO Light & Wonder, Inc. -17 −18 9
WOW -16 −16 4
IRBT -14 −14 5
LAZRQ -11 −11 4
ZK -10 −10 3
ILLR -9 −9 3
ADAPY -6 −6 4

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.90T 17,686 Jan 29
2 BlackRock $5.92T 50,216 Feb 12
3 State Street Global Advisors $2.98T 4,288 Feb 13
4 Fidelity (FMR) $1.96T 13,225 Feb 17
5 Morgan Stanley $1.67T 45,420 Feb 13
6 Geode Capital Management $1.62T 8,528 Feb 09
7 JPMorgan Chase $1.59T 31,795 Feb 11
8 Bank Of America Corp /De/ $1.37T 28,105 Feb 17
9 Norges Bank $934.76B 1,577 Feb 10
10 Susquehanna International Group, Llp $868.03B 13,927 Feb 17
11 Goldman Sachs Group $811.11B 13,034 Feb 10
12 Northern Trust Corp $784.38B 20,753 Feb 17
Notable manager changes
01 JPMorgan Chase

Reported value -52.3% QoQ ($3.34T → $1.59T)

→
02 Point72 Asset Management

Reported value +49.6% QoQ ($59.76B → $89.42B)

→
03 Harris Associates (Oakmark)

Reported value +26.8% QoQ ($62.38B → $79.12B)

→
04 Soros Fund Management

Reported value +22.9% QoQ ($7.02B → $8.63B)

→
05 Norges Bank

+1560 new positions this quarter (1,577 total)

→
06 Citadel Advisors

+1347 new positions this quarter (15,403 total)

→
07 Marshall Wace

+691 new positions this quarter (6,074 total)

→
08 Altimeter Capital

Top-10 concentration 82% → 89% (+7.3pp)

→
09 Millennium Management

Top-10 concentration 15% → 21% (+5.7pp)

→
10 Bridgewater Associates

Top-10 concentration 33% → 36% (+3.8pp)

→

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 Feb 13 Oct 27 $134.34B → $134.40B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement Feb 17 Oct 26 $340.04M → $629.85M (+85.2%) SEC ↗
Blackstone Inc. new holdings Feb 17 Oct 09 $25.31B → $6.00B (-76.3%) SEC ↗
Elm Partners Management LLC restatement Feb 10 Oct 07 $2.20B → $2.70B (+22.6%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 21 Sep 28 $8.42B → $8.22B (-2.4%) SEC ↗
Catalio Capital Management, LP restatement Feb 17 Sep 02 $565.79M → $565.79M (0.0%) SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
Cornerstone Financial Management LLC restatement Feb 13 Aug 28 $106.50M → $106.50M (0.0%) SEC ↗
VELA Investment Management, LLC restatement Feb 02 Aug 27 $425.05M → $420.56M (-1.1%) SEC ↗
Boston Research & Management Inc new holdings Feb 11 Aug 27 $433,688 → $439.93M (+101338.4%) SEC ↗
Dakota Wealth Management restatement Jan 13 Aug 26 $5.64B → $5.64B (0.0%) SEC ↗
Redwood Investment Management, LLC restatement Feb 17 Aug 26 $889,805 → $889,841 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Feb 17 Aug 26 $7.05B → $142.02M (-98.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Feb 12 Aug 21 $5.96B → $115,056 (-100.0%) 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 10,726 managers that reported this season
One row per manager: these managers filed 11,282 separate documents; advisers may file one 13F per sub-portfolio. A further 271 superseded versions are excluded. Totals combine only live documents.

Jan 23 Mainsail Financial Group, LLC

$240.39M reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 23 Axiom Financial Strategies, LLC

$237.66M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 23 Bowman & Co S.C.

$237.44M reported · 118 holdings listed · SEC ↗

Q4 2025
Jan 23 Mid-American Wealth Advisory Group, Inc.

$236.71M reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 23 SimpliFi, Inc.

$236.39M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 23 Shore Point Advisors, LLC

$236.28M reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 23 Optima Capital Llc

$230.89M reported · 1,937 holdings listed · SEC ↗

Q4 2025
Jan 23 Blue Sky Capital Consultants Group, Inc.

$230.15M reported · 77 holdings listed · SEC ↗

Q4 2025
Jan 23 Aspect Partners, LLC

$228.47M reported · 955 holdings listed · SEC ↗

Q4 2025
Jan 23 Azarias Capital Management, L.P.

$228.42M reported · 25 holdings listed · SEC ↗

Q4 2025
Jan 23 State Insurance Fund

$227.25M reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 23 Family CFO Inc

$223.61M reported · 87 holdings listed · SEC ↗

Q4 2025
Jan 23 Windle Wealth, LLC

$223.23M reported · 34 holdings listed · SEC ↗

Q4 2025
Jan 23 Robbins Farley

$220.53M reported · 146 holdings listed · SEC ↗

Q4 2025
Jan 23 Tandem Capital Management Corp /Adv

$219.84M reported · 115 holdings listed · SEC ↗

Q4 2025
Jan 23 Retirement Guys Formula Llc

$219.32M reported · 150 holdings listed · SEC ↗

Q4 2025
Jan 23 Chronos Wealth Management, LLC

$216.05M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 23 Financial Futures Ltd Liability Co.

$215.77M reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 23 Old North State Wealth Management, LLC

$212.79M reported · 118 holdings listed · SEC ↗

Q4 2025
Jan 23 Bright Financial Advisors, Inc.

$211.74M reported · 65 holdings listed · SEC ↗

Q4 2025
Jan 23 Tower View Wealth Management LLC

$202.25M reported · 176 holdings listed · SEC ↗

Q4 2025
Jan 23 Pinnacle Wealth Management Group, Inc.

$200.16M reported · 126 holdings listed · SEC ↗

Q4 2025
Jan 23 Aua Capital Management, Llc

$199.40M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 23 Sheridan Capital Management, LLC

$197.22M reported · 35 holdings listed · SEC ↗

Q4 2025
Jan 23 Successful Portfolios LLC

$196.26M reported · 192 holdings listed · SEC ↗

Q4 2025
Jan 23 Destiny Capital Corp/CO

$194.32M reported · 54 holdings listed · SEC ↗

Q4 2025
Jan 23 Visionary Horizons, Llc

$193.34M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 23 Vestment Financial LLC

$192.83M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 23 Smallwood Wealth Investment Management, LLC

$191.05M reported · 521 holdings listed · SEC ↗

Q4 2025
Jan 23 Meridian Financial Advisors, LLC

$183.62M reported · 142 holdings listed · SEC ↗

Q4 2025
Jan 23 Bayhunt Capital LLC

$181.11M reported · 18 holdings listed · SEC ↗

Q4 2025
Jan 23 Laurel Wealth Planning LLC

$180.47M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 23 Ervin Investment Management, LLC amended

$178.50M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 23 Financial Designs Corp

$176.57M reported · 23 holdings listed · SEC ↗

Q4 2025
Jan 23 Kellett Wealth Advisors, LLC

$175.07M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 23 Lam Group, Inc.

$174.73M reported · 75 holdings listed · SEC ↗

Q4 2025
Jan 23 Sfm, Llc

$170.66M reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 23 Ariston Services Group

$170.49M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 23 Penn Mutual Asset Management

$167.29M reported · 12 holdings listed · SEC ↗

Q4 2025
Jan 23 Allen Wealth Management, Llc

$166.19M reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 23 Legend Financial Advisors, Inc.

$165.15M reported · 37 holdings listed · SEC ↗

Q4 2025
Jan 23 Fort Henry Capital, LLC

$163.24M reported · 16 holdings listed · SEC ↗

Q4 2025
Jan 23 Ti-Trust, Inc

$161.98M reported · 129 holdings listed · SEC ↗

Q4 2025
Jan 23 Mustard Seed Financial, LLC

$159.07M reported · 86 holdings listed · SEC ↗

Q4 2025
Jan 23 Invera Wealth Advisors, LLC

$158.26M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 23 Atala Financial Inc

$156.81M reported · 122 holdings listed · SEC ↗

Q4 2025
Jan 23 Palouse Capital Management, Inc.

$156.06M reported · 162 holdings listed · SEC ↗

Q4 2025
Jan 23 Sippican Capital Advisors

$155.63M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 23 Elevate Capital Advisors, LLC

$151.18M reported · 78 holdings listed · SEC ↗

Q4 2025
Jan 23 Valley Brook Capital Group, Inc.

$151.12M reported · 120 holdings listed · SEC ↗

Q4 2025
Jan 23 Fortune Financial Advisors, LLC

$148.32M reported · 99 holdings listed · SEC ↗

Q4 2025
Jan 23 Community Bank of Raymore

$147.05M reported · 121 holdings listed · SEC ↗

Q4 2025
Jan 23 Helios Capital Management Pte. Ltd

$145.59M reported · 37 holdings listed · SEC ↗

Q4 2025
Jan 23 Cathy Pareto & Associates, Inc

$144.07M reported · 92 holdings listed · SEC ↗

Q4 2025
Jan 23 SpringVest Wealth Management LLC

$143.50M reported · 73 holdings listed · SEC ↗

Q4 2025
Jan 23 S. R. Schill & Associates

$141.62M reported · 25 holdings listed · SEC ↗

Q4 2025
Jan 23 KOM Wealth Management Group, LLC

$141.36M reported · 86 holdings listed · SEC ↗

Q4 2025
Jan 23 Kagan Cocozza Asset Management

$140.60M reported · 64 holdings listed · SEC ↗

Q4 2025
Jan 23 Uptown Financial Advisors LLC

$139.59M reported · 78 holdings listed · SEC ↗

Q4 2025
Jan 23 Forefront Wealth Management Inc.

$139.37M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 23 Summit Financial Consulting LLC

$137.72M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 23 Eagle Bay Advisors LLC

$136.95M reported · 257 holdings listed · SEC ↗

Q4 2025
Jan 23 PMG Wealth Management, Inc.

$136.45M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 23 Axos Invest Inc.

$136.04M reported · 22 holdings listed · SEC ↗

Q4 2025
Jan 23 Fortress Financial Group, Llc

$135.46M reported · 81 holdings listed · SEC ↗

Q4 2025
Jan 23 Gilbert Capital Group, Inc.

$133.05M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 23 Legacy Advisory Services, LLC

$133.02M reported · 50 holdings listed · SEC ↗

Q4 2025
Jan 23 Stanich Group LLC

$132.62M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 23 Andrew Hill Investment Advisors, Inc.

$131.30M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 23 John S. & James L. Knight Foundation, Inc.

$131.12M reported · 3 holdings listed · SEC ↗

Q4 2025
Jan 23 Vested Financial Planning, LLC

$129.86M reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 23 Paragon Capital Management Inc

$129.29M reported · 74 holdings listed · SEC ↗

Q4 2025
Jan 23 Guardian Investment Management

$128.29M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 23 Journey Beyond Wealth, LLC

$125.72M reported · 31 holdings listed · SEC ↗

Q4 2025
Jan 23 Yorktown Management & Research Co Inc

$125.09M reported · 219 holdings listed · SEC ↗

Q4 2025
Jan 23 Split Rock Private Trading & Wealth Management, LLC

$124.77M reported · 36 holdings listed · SEC ↗

Q4 2025
Jan 23 JM2 Capital Inc.

$124.41M reported · 110 holdings listed · SEC ↗

Q4 2025
Jan 23 Prosperity Advisers, LLC

$121.14M reported · 40 holdings listed · SEC ↗

Q4 2025
Jan 23 Alterna Wealth Management, Inc

$119.95M reported · 101 holdings listed · SEC ↗

Q4 2025
Jan 23 Integrated Wealthcare, Llc

$118.93M reported · 28 holdings listed · SEC ↗

Q4 2025
Jan 23 Kelsey Financial, LLC

$116.41M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 23 Bingham Private Wealth, Llc

$115.87M reported · 151 holdings listed · 10 other managers included · SEC ↗

Q4 2025
Jan 23 Hudson Oak Wealth Advisory LLC

$113.35M reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 23 Dara Capital Us, Inc.

$112.96M reported · 119 holdings listed · SEC ↗

Q4 2025
Jan 23 Stonehaven Wealth & Tax Solutions, Llc

$111.28M reported · 85 holdings listed · SEC ↗

Q4 2025
Jan 23 Aldebaran Financial Inc.

$108.05M reported · 77 holdings listed · SEC ↗

Q4 2025
Jan 23 Putney Financial Group LLC

$106.98M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 23 Luma Capital S.A. - SPF

$106.59M reported · 11 holdings listed · SEC ↗

Q4 2025
Jan 23 Gritstone Asset Management Llc

$104.80M reported · 148 holdings listed · SEC ↗

Q4 2025
Jan 23 Northland Securities, Inc.

$104.30M reported · 111 holdings listed · SEC ↗

Q4 2025
Jan 23 Calder Financial LLC

$101.86M reported · 39 holdings listed · SEC ↗

Q4 2025
Jan 23 Fortress Financial Solutions, LLC

$97.74M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 23 Wallace Advisory Group, LLC

$95.31M reported · 239 holdings listed · SEC ↗

Q4 2025
Jan 23 Sage Investment Counsel LLC

$90.90M reported · 123 holdings listed · SEC ↗

Q4 2025
Jan 23 Liberty Street Advisors, Inc.

$59.79M reported · 4 holdings listed · SEC ↗

Q4 2025
Jan 23 State of Alaska, Department of Revenue

$9.40M reported · 3,587 holdings listed · SEC ↗

Q4 2025
Jan 23 McCarthy & Cox

$8.25M reported · 18 holdings listed · SEC ↗

Q4 2025
Jan 23 Valley National Advisers Inc

$721,823 reported · 1,023 holdings listed · SEC ↗

Q4 2025
Jan 23 Avion Wealth

$476,765 reported · 1,561 holdings listed · SEC ↗

Q4 2025
Jan 23 TT International Asset Management LTD

$473,527 reported · 41 holdings listed · SEC ↗

Q4 2025
← Previous Page 90 / 108 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