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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
NIQ NIQ Global… +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
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 9,101–9,200 of 10,432 individual filing documents

Oct 20 Butensky & Cohen Financial Security, Inc

13F-HR · $358.85M reported · 129 holdings listed · SEC ↗

Q3 2025
Oct 20 Westbourne Investment Advisors, Inc.

13F-HR · $358.71M reported · 116 holdings listed · SEC ↗

Q3 2025
Oct 20 Sivia Capital Partners, LLC

13F-HR · $354.25M reported · 468 holdings listed · SEC ↗

Q3 2025
Oct 20 LifeWealth Investments, LLC

13F-HR · $351.45M reported · 214 holdings listed · SEC ↗

Q3 2025
Oct 20 Rooted Wealth Advisors, Inc.

13F-HR · $327.94M reported · 128 holdings listed · SEC ↗

Q3 2025
Oct 20 Weybosset Research & Management Llc

13F-HR · $309.77M reported · 35 holdings listed · SEC ↗

Q3 2025
Oct 20 Squire Investment Management Company, LLC

13F-HR · $307.00M reported · 68 holdings listed · SEC ↗

Q3 2025
Oct 20 Baron Wealth Management LLC

13F-HR · $302.26M reported · 248 holdings listed · SEC ↗

Q3 2025
Oct 20 Lee Johnson Capital Management, Llc

13F-HR · $301.09M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 20 Adirondack Trust Co

13F-HR · $298.15M reported · 596 holdings listed · SEC ↗

Q3 2025
Oct 20 Roth Financial Partners LLC

13F-HR · $296.74M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 20 DHJJ Financial Advisors, Ltd.

13F-HR · $294.84M reported · 1,003 holdings listed · SEC ↗

Q3 2025
Oct 20 Davis Investment Partners, LLC

13F-HR · $293.01M reported · 156 holdings listed · SEC ↗

Q3 2025
Oct 20 Oak Asset Management, LLC

13F-HR · $292.36M reported · 106 holdings listed · SEC ↗

Q3 2025
Oct 20 Access Financial Services, Inc.

13F-HR · $276.09M reported · 101 holdings listed · SEC ↗

Q3 2025
Oct 20 Heritage Oak Wealth Advisors Llc

13F-HR · $275.18M reported · 85 holdings listed · SEC ↗

Q3 2025
Oct 20 LifeGuide Financial Advisors, LLC

13F-HR · $271.55M reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 20 Joseph P. Lucia & Associates, LLC

13F-HR · $265.10M reported · 161 holdings listed · SEC ↗

Q3 2025
Oct 20 Avaii Wealth Management, Llc

13F-HR · $262.87M reported · 150 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 20 Freedom Financial Partners LLC

13F-HR · $262.43M reported · 84 holdings listed · SEC ↗

Q3 2025
Oct 20 GPM Growth Investors, Inc.

13F-HR · $259.93M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 20 Carnegie Lake Advisors LLC

13F-HR · $259.86M reported · 166 holdings listed · SEC ↗

Q3 2025
Oct 20 Consilium Wealth Advisory, LLC

13F-HR · $259.22M reported · 95 holdings listed · SEC ↗

Q3 2025
Oct 20 Muzinich & Co., Inc.

13F-HR · $258.80M reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 20 Wealth Quarterback LLC

13F-HR · $258.58M reported · 155 holdings listed · SEC ↗

Q3 2025
Oct 20 waypoint wealth counsel

13F-HR · $253.22M reported · 420 holdings listed · 3 other managers included · SEC ↗

Q3 2025
Oct 20 WJ Interests, LLC

13F-HR · $247.60M reported · 25 holdings listed · SEC ↗

Q3 2025
Oct 20 Lewis Asset Management, LLC

13F-HR · $243.29M reported · 186 holdings listed · SEC ↗

Q3 2025
Oct 20 Davidson Trust Co

13F-HR · $242.23M reported · 265 holdings listed · SEC ↗

Q3 2025
Oct 20 Meridian Financial Partners LLC

13F-HR · $240.70M reported · 113 holdings listed · SEC ↗

Q3 2025
Oct 20 Masso Torrence Wealth Management Inc.

13F-HR · $240.33M reported · 108 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 20 Nicholas Wealth, LLC.

13F-HR · $239.70M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 20 Shira Ridge Wealth Management

13F-HR · $235.67M reported · 85 holdings listed · SEC ↗

Q3 2025
Oct 20 Motive Wealth Advisors

13F-HR · $231.97M reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 20 Montz Harcus Wealth Management LLC

13F-HR · $229.11M reported · 86 holdings listed · SEC ↗

Q3 2025
Oct 20 HighMark Wealth Management LLC

13F-HR · $227.13M reported · 607 holdings listed · SEC ↗

Q3 2025
Oct 20 Altus Wealth Management, LLC

13F-HR · $225.85M reported · 28 holdings listed · SEC ↗

Q3 2025
Oct 20 Aurelius Family Office LLC

13F-HR · $224.79M reported · 49 holdings listed · SEC ↗

Q3 2025
Oct 20 Mid-American Wealth Advisory Group, Inc.

13F-HR · $223.92M reported · 49 holdings listed · SEC ↗

Q3 2025
Oct 20 Trail Ridge Investment Advisors, LLC

13F-HR · $223.02M reported · 108 holdings listed · SEC ↗

Q3 2025
Oct 20 Hillcrest Wealth Advisors - NY, LLC

13F-HR · $222.41M reported · 53 holdings listed · SEC ↗

Q3 2025
Oct 20 Legal Advantage Investments, Inc.

13F-HR · $222.13M reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 20 YANKCOM Partnership

13F-HR · $222.12M reported · 497 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 20 Cobblestone Asset Management LLC

13F-HR · $218.66M reported · 74 holdings listed · SEC ↗

Q3 2025
Oct 20 Ayrshire Capital Management LLC

13F-HR · $215.49M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 20 Ergawealth Advisors, Inc.

13F-HR · $214.67M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 20 Kieckhefer Group Llc

13F-HR · $213.69M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 20 Sequent Asset Management, LLC

13F-HR · $210.34M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 20 Armstrong, Fleming & Moore, Inc

13F-HR · $209.33M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 20 Hahn Capital Management Llc

13F-HR · $208.70M reported · 28 holdings listed · SEC ↗

Q3 2025
Oct 20 Salzhauer Michael

13F-HR · $208.41M reported · 93 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 20 American Financial & Tax Strategies Inc

13F-HR · $200.36M reported · 93 holdings listed · SEC ↗

Q3 2025
Oct 20 Harrington Investments, INC

13F-HR · $200.30M reported · 85 holdings listed · SEC ↗

Q3 2025
Oct 20 Chris Bulman Inc

13F-HR · $199.68M reported · 142 holdings listed · SEC ↗

Q3 2025
Oct 20 Keystone Global Partners, LLC

13F-HR · $196.30M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 20 Main Line Retirement Advisors, LLC

13F-HR · $194.86M reported · 45 holdings listed · SEC ↗

Q3 2025
Oct 20 Brendel Financial Advisors LLC

13F-HR · $194.76M reported · 102 holdings listed · SEC ↗

Q3 2025
Oct 20 Brown Shipley& Co Ltd

13F-HR · $189.43M reported · 72 holdings listed · SEC ↗

Q3 2025
Oct 20 Laurel Wealth Planning LLC

13F-HR · $189.09M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 20 Kingsman Wealth Management, Inc.

13F-HR · $179.67M reported · 69 holdings listed · SEC ↗

Q3 2025
Oct 20 Renaissance Capital LLC

13F-HR · $178.43M reported · 31 holdings listed · SEC ↗

Q3 2025
Oct 20 OMNI 360 Wealth, Inc.

13F-HR · $178.40M reported · 122 holdings listed · SEC ↗

Q3 2025
Oct 20 Meridian Financial Advisors, LLC

13F-HR · $177.53M reported · 140 holdings listed · SEC ↗

Q3 2025
Oct 20 Keystone Financial Group, Inc.

13F-HR · $177.42M reported · 130 holdings listed · SEC ↗

Q3 2025
Oct 20 Prentiss Smith & Co Inc

13F-HR · $177.12M reported · 68 holdings listed · SEC ↗

Q3 2025
Oct 20 Financial Architects, LLC

13F-HR · $175.92M reported · 28 holdings listed · SEC ↗

Q3 2025
Oct 20 Base Wealth Management LLC

13F-HR · $175.46M reported · 63 holdings listed · SEC ↗

Q3 2025
Oct 20 Strategic Planning, Inc.

13F-HR · $172.82M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 20 Strategic Planning, Inc.

13F-HR · $166.99M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 20 Swisher Financial Concepts, Inc.

13F-HR · $166.82M reported · 88 holdings listed · SEC ↗

Q3 2025
Oct 20 Sterling Investment Management, Llc

13F-HR · $166.48M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 20 Mustard Seed Financial, LLC

13F-HR · $155.56M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 20 Investment Partners Asset Management, Inc.

13F-HR · $151.76M reported · 158 holdings listed · SEC ↗

Q3 2025
Oct 20 Mainstream Capital Management LLC

13F-HR · $150.41M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 20 Croban

13F-HR · $150.06M reported · 79 holdings listed · SEC ↗

Q3 2025
Oct 20 Bravias Capital Group, LLC

13F-HR · $149.61M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 20 Strategic Value Bank Partners Llc

13F-HR · $140.61M reported · 14 holdings listed · SEC ↗

Q3 2025
Oct 20 Lauer Wealth, LLC

13F-HR · $139.94M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 20 Hartmann Taylor Wealth Management, LLC

13F-HR · $139.27M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 20 Asset Value Investors Ltd

13F-HR · $137.61M reported · 3 holdings listed · SEC ↗

Q3 2025
Oct 20 Shum Financial Group, Inc.

13F-HR · $134.02M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 20 Leibman Financial Services, Inc.

13F-HR · $131.69M reported · 48 holdings listed · SEC ↗

Q3 2025
Oct 20 Lighthouse Wealth Management Inc.

13F-HR · $123.18M reported · 44 holdings listed · SEC ↗

Q3 2025
Oct 20 Mallini Complete Financial Planning LLC

13F-HR · $122.96M reported · 60 holdings listed · SEC ↗

Q3 2025
Oct 20 Quest 10 Wealth Builders, Inc.

13F-HR · $108.47M reported · 904 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 20 Quest 10 Wealth Builders, Inc.

13F-HR · $102.73M reported · 819 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 20 Lionsbridge Wealth Management LLC

13F-HR · $101.51M reported · 58 holdings listed · SEC ↗

Q3 2025
Oct 20 Northwest Capital Management Inc

13F-HR · $95.08M reported · 253 holdings listed · SEC ↗

Q3 2025
Oct 20 Fortress Financial Solutions, LLC

13F-HR · $91.78M reported · 60 holdings listed · SEC ↗

Q3 2025
Oct 20 Tripletail Wealth Management, LLC

13F-HR · $84.55M reported · 330 holdings listed · SEC ↗

Q3 2025
Oct 20 Wells Financial Advisors INC

13F-HR · $74.72M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 20 Tikehau Investment Management

13F-HR · $68.45M reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 20 Sl Advisors, Llc

13F-HR · $50.82M reported · 31 holdings listed · SEC ↗

Q3 2025
Oct 20 Tuttle Capital Management, LLC

13F-HR · $26.42M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 20 Amplify Investments, LLC

13F-HR · $3.93M reported · 26 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 20 Analyst IMS Investment Management Services Ltd.

13F-HR · $3.22M reported · 188 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 20 Seascape Capital Management

13F-HR · $348,642 reported · 96 holdings listed · SEC ↗

Q3 2025
Oct 20 Aquamarine Zurich AG

13F-HR · $317,370 reported · 14 holdings listed · SEC ↗

Q3 2025
Oct 20 Warner Financial, Inc

13F-HR · $267,767 reported · 124 holdings listed · SEC ↗

Q3 2025
Oct 20 Sander Capital Advisors Inc

13F-HR · $238,593 reported · 12 holdings listed · SEC ↗

Q3 2025
← Previous Page 92 / 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