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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
KLAR Klarna Group plc +14 +14 17
HTFL Heartflow, Inc.… +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
TTD The Trade Desk, Inc. -5 −7 21
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
GGAL Grupo Financiero… -5 −6 11
UNIT Uniti Group Inc. -5 −6 14
NTES NetEase, Inc. -5 −5 16
SGML Sigma Lithium… -4 −6 10

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 9,001–9,100 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 16 Bill Few Associates, Inc.

$388.22M reported · 201 holdings listed · SEC ↗

Q3 2025
Oct 16 Saybrook Capital /Nc

$382.74M reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 16 Cooper Investors Pty Ltd

$366.19M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 16 Vista Investment Partners Llc

$358.26M reported · 155 holdings listed · SEC ↗

Q3 2025
Oct 16 City State Bank

$346.18M reported · 742 holdings listed · SEC ↗

Q3 2025
Oct 16 Neumann Capital Management, LLC

$341.90M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 16 OLIO Financial Planning

$340.86M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 16 Provident Wealth Management, LLC

$330.63M reported · 138 holdings listed · SEC ↗

Q3 2025
Oct 16 VCI Wealth Management LLC

$329.76M reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 16 Silverleafe Capital Partners, LLC

$326.84M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 16 Comprehensive Financial Consultants Institutional…

$322.79M reported · 185 holdings listed · SEC ↗

Q3 2025
Oct 16 Oldfather Financial Services, LLC

$321.10M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 16 Mirabaud & Cie SA

$316.85M reported · 165,242 holdings listed · SEC ↗

Q3 2025
Oct 16 Darwin Wealth Management, LLC

$314.72M reported · 607 holdings listed · SEC ↗

Q3 2025
Oct 16 Wealth Management Resources, Inc.

$309.03M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 16 Precision Wealth Strategies, LLC

$308.29M reported · 163 holdings listed · SEC ↗

Q3 2025
Oct 16 Borer Denton & Associates, Inc.

$302.88M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 16 25 Llc

$293.69M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 16 Yeomans Consulting Group, Inc.

$289.75M reported · 99 holdings listed · SEC ↗

Q3 2025
Oct 16 Townsend Asset Management Corp /Nc/ /Adv

$281.05M reported · 169 holdings listed · SEC ↗

Q3 2025
Oct 16 Sharper & Granite LLC

$279.14M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 16 Lincoln Capital Corp

$278.07M reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 16 Lowe Wealth Advisors, LLC

$273.96M reported · 395 holdings listed · SEC ↗

Q3 2025
Oct 16 Hamilton Capital Partners, Llc

$260.60M reported · 21 holdings listed · SEC ↗

Q3 2025
Oct 16 Trium Capital LLP

$255.77M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 16 Burns Matteson Capital Management, LLC

$252.92M reported · 201 holdings listed · SEC ↗

Q3 2025
Oct 16 BCU Wealth Advisors, LLC

$247.21M reported · 61 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 16 Quad-Cities Investment Group, LLC

$234.89M reported · 189 holdings listed · SEC ↗

Q3 2025
Oct 16 Emprise Bank

$231.68M reported · 111 holdings listed · SEC ↗

Q3 2025
Oct 16 Richards, Merrill & Peterson, Inc.

$231.63M reported · 215 holdings listed · SEC ↗

Q3 2025
Oct 16 Fortress Wealth Management, Inc.

$224.84M reported · 75 holdings listed · SEC ↗

Q3 2025
Oct 16 Cordant, Inc.

$221.56M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 16 PFS Partners, LLC

$210.25M reported · 561 holdings listed · SEC ↗

Q3 2025
Oct 16 One Plus One Wealth Management, Llc

$205.74M reported · 95 holdings listed · SEC ↗

Q3 2025
Oct 16 CMG Global Holdings, LLC

$204.48M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 16 Income Research & Management

$204.45M reported · 35 holdings listed · SEC ↗

Q3 2025
Oct 16 Donald L. Hagan, LLC

$203.70M reported · 86 holdings listed · SEC ↗

Q3 2025
Oct 16 Benjamin Joseph Floyd Dba Floyd Capital Management

$200.95M reported · 1 holdings listed · SEC ↗

Q3 2025
Oct 16 V2 Financial group LLC

$193.63M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 16 Tower View Wealth Management LLC

$193.32M reported · 174 holdings listed · SEC ↗

Q3 2025
Oct 16 Hilltop Wealth Advisors, Llc

$191.86M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 16 Signature Resources Capital Management, LLC

$182.76M reported · 518 holdings listed · SEC ↗

Q3 2025
Oct 16 Foresight Capital Management Advisors, Inc.

$177.91M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 16 Custos Family Office, LLC

$176.93M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 16 Vestment Financial LLC

$175.28M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 16 Virginia Wealth Management Group, Inc.

$173.60M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 16 Shearwater Capital LLC

$168.52M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 16 Define Financial, Llc

$166.67M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 16 KRS Capital Management, LLC

$165.56M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 16 Stonekeep Investments, LLC

$157.82M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 16 DecisionMap Wealth Management, LLC

$155.96M reported · 129 holdings listed · SEC ↗

Q3 2025
Oct 16 LifeSteps Financial, Inc.

$155.68M reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 16 Kopp Family Office, LLC

$153.63M reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 16 LeConte Wealth Management, LLC

$149.74M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 16 Pacific Asset Management, LLC

$147.26M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 16 Collar Capital Management, LLC

$142.14M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 16 QSM Asset Management Ltd

$139.98M reported · 20 holdings listed · SEC ↗

Q3 2025
Oct 16 Gladwyn Financial Advisors, Inc.

$139.35M reported · 111 holdings listed · SEC ↗

Q3 2025
Oct 16 Randall & Associates Wealth Management

$137.75M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 16 Axos Invest Inc.

$133.50M reported · 22 holdings listed · SEC ↗

Q3 2025
Oct 16 Hoese & Co LLP

$130.83M reported · 146 holdings listed · SEC ↗

Q3 2025
Oct 16 Willner & Heller, Llc

$130.21M reported · 160 holdings listed · SEC ↗

Q3 2025
Oct 16 Brian Low Financial Group, Llc

$128.87M reported · 108 holdings listed · SEC ↗

Q3 2025
Oct 16 Richwood Investment Advisors, LLC

$127.62M reported · 100 holdings listed · SEC ↗

Q3 2025
Oct 16 Park Capital Management, LLC / WI

$124.98M reported · 74 holdings listed · SEC ↗

Q3 2025
Oct 16 Wallace Advisory Group, LLC

$124.43M reported · 275 holdings listed · SEC ↗

Q3 2025
Oct 16 Kempner Capital Management Inc.

$120.15M reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 16 Rainier Family Wealth Inc

$112.17M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 16 James Reed Financial Services, Inc.

$111.54M reported · 17 holdings listed · SEC ↗

Q3 2025
Oct 16 V. M. Manning & Co., Inc.

$109.78M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 16 Lockerman Financial Group, Inc.

$79.33M reported · 134 holdings listed · SEC ↗

Q3 2025
Oct 16 Connective Portfolio Management, LLC

$56.59M reported · 38 holdings listed · SEC ↗

Q3 2025
Oct 16 Ridgemont Partners Management, LLC

$49.68M reported · 1 holdings listed · SEC ↗

Q3 2025
Oct 16 John W. Brooker & Co., CPAs

$49.23M reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 16 Elite Life Management LLC

$48.99M reported · 36 holdings listed · SEC ↗

Q3 2025
Oct 16 West Tower Group, LLC

$34.52M reported · 50 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 16 K2 Financial Inc.

$2.72M reported · 58 holdings listed · SEC ↗

Q3 2025
Oct 16 Compound Global Advisors, LLC

$1.84M reported · 18 holdings listed · SEC ↗

Q3 2025
Oct 16 Capital Advisors, Ltd. LLC

$885,497 reported · 1,528 holdings listed · SEC ↗

Q3 2025
Oct 16 Eagle Capital Management, LLC

$264,575 reported · 49 holdings listed · SEC ↗

Q3 2025
Oct 16 Polianta Ltd

$242,798 reported · 74 holdings listed · SEC ↗

Q3 2025
Oct 16 Asset Planning Services Inc /La/ /Adv

$237,332 reported · 35 holdings listed · SEC ↗

Q3 2025
Oct 16 Cutter & CO Brokerage, Inc.

value not stated on cover page · 1 holdings listed · SEC ↗

Q3 2025
Oct 16 Vontobel Asset Management S.A.

value not stated on cover page · SEC ↗

Q3 2025
Oct 16 Regions Investment Management, Inc.

value not stated on cover page · SEC ↗

Q3 2025
Oct 16 Highland Associates Inc

value not stated on cover page · SEC ↗

Q3 2025
Oct 15 Swedbank AB

$98.65B reported · 887 holdings listed · 1 other managers included · analysis · SEC ↗

Q3 2025
Oct 15 Pacer Advisors, Inc.

$39.71B reported · 3,934 holdings listed · analysis · SEC ↗

Q3 2025
Oct 15 Vontobel Holding Ltd.

$33.11B reported · 3,128 holdings listed · 7 other managers included · SEC ↗

Q3 2025
Oct 15 DAVENPORT & Co LLC

$18.76B reported · 1,227 holdings listed · SEC ↗

Q3 2025
Oct 15 IFM Investors Pty Ltd

$11.37B reported · 619 holdings listed · SEC ↗

Q3 2025
Oct 15 Brookstone Capital Management

$8.38B reported · 1,132 holdings listed · SEC ↗

Q3 2025
Oct 15 Canoe Financial LP

$7.00B reported · 110 holdings listed · SEC ↗

Q3 2025
Oct 15 Catterton Management Company, L.L.C.

$5.42B reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 15 World Investment Advisors

$4.89B reported · 2,340 holdings listed · SEC ↗

Q3 2025
Oct 15 Busey Bank

$3.59B reported · 616 holdings listed · SEC ↗

Q3 2025
Oct 15 Plancorp, LLC

$3.19B reported · 379 holdings listed · SEC ↗

Q3 2025
Oct 15 Zwj Investment Counsel Inc

$2.83B reported · 245 holdings listed · SEC ↗

Q3 2025
Oct 15 James Hambro & Partners LLP

$2.81B reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 15 Atwood & Palmer Inc

$1.70B reported · 489 holdings listed · SEC ↗

Q3 2025
← Previous Page 91 / 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