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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
WLTH Wealthfront… +17 +18 45
LLYVA Liberty Live Group +17 +18 100

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 9,101–9,200 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 22 Bear Mountain Capital, Inc.

$309.82M reported · 199 holdings listed · SEC ↗

Q4 2025
Jan 22 Richardson Financial Services Inc.

$309.37M reported · 1,130 holdings listed · 7 other managers included · SEC ↗

Q4 2025
Jan 22 TSA Wealth Managment LLC

$301.96M reported · 89 holdings listed · SEC ↗

Q4 2025
Jan 22 Castle Wealth Management Llc

$301.87M reported · 132 holdings listed · SEC ↗

Q4 2025
Jan 22 Carlton Hofferkamp & Jenks Wealth Management, LLC

$299.35M reported · 140 holdings listed · SEC ↗

Q4 2025
Jan 22 Demars Financial Group, LLC

$298.80M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 22 Encompass Wealth Advisors, Llc

$293.88M reported · 101 holdings listed · SEC ↗

Q4 2025
Jan 22 Glass Jacobson Investment Advisors llc

$277.97M reported · 582 holdings listed · SEC ↗

Q4 2025
Jan 22 Mechanics Financial Corp

$270.89M reported · 233 holdings listed · SEC ↗

Q4 2025
Jan 22 Buska Wealth Management, LLC

$270.65M reported · 75 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 22 Searcy Financial Services Inc /Adv

$269.81M reported · 25 holdings listed · SEC ↗

Q4 2025
Jan 22 Monte Financial Group, LLC

$268.33M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 22 Powers Advisory Group, LLC

$265.52M reported · 126 holdings listed · SEC ↗

Q4 2025
Jan 22 Phoenix Wealth Advisors

$259.98M reported · 127 holdings listed · SEC ↗

Q4 2025
Jan 22 Fmb Wealth Management

$253.43M reported · 128 holdings listed · SEC ↗

Q4 2025
Jan 22 Wetzel Investment Advisors, Inc.

$246.94M reported · 161 holdings listed · SEC ↗

Q4 2025
Jan 22 Montz Harcus Wealth Management LLC

$246.71M reported · 89 holdings listed · SEC ↗

Q4 2025
Jan 22 Greenberg Financial Group

$242.87M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 22 Granite Harbor Advisors, Inc.

$236.75M reported · 125 holdings listed · SEC ↗

Q4 2025
Jan 22 Red Tortoise LLC

$235.69M reported · 657 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 22 Christensen, King & Associates Investment Services…

$234.34M reported · 106 holdings listed · SEC ↗

Q4 2025
Jan 22 Yarger Wealth Strategies, Llc

$232.67M reported · 124 holdings listed · SEC ↗

Q4 2025
Jan 22 Vista Investment Partners Ii, Llc

$232.10M reported · 150 holdings listed · SEC ↗

Q4 2025
Jan 22 Altus Wealth Management, LLC

$231.96M reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 22 Sterneck Capital Management, LLC

$222.06M reported · 109 holdings listed · SEC ↗

Q4 2025
Jan 22 Yoder Wealth Management, Inc.

$219.63M reported · 119 holdings listed · SEC ↗

Q4 2025
Jan 22 IRON Financial LLC

$217.57M reported · 132 holdings listed · SEC ↗

Q4 2025
Jan 22 Westbourne Investments, Inc.

$214.94M reported · 138 holdings listed · SEC ↗

Q4 2025
Jan 22 Beacon Financial Planning, Inc

$207.34M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 22 CarsonAllaria Wealth Management, Ltd.

$201.53M reported · 67 holdings listed · SEC ↗

Q4 2025
Jan 22 Flower City Capital

$196.07M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 22 Charter Capital Management, LLC\DE

$193.66M reported · 64 holdings listed · SEC ↗

Q4 2025
Jan 22 Treasure Coast Financial Planning

$188.27M reported · 46 holdings listed · SEC ↗

Q4 2025
Jan 22 Kingsman Wealth Management, Inc.

$184.92M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 22 Ridgecrest Wealth Partners, Llc

$184.38M reported · 103 holdings listed · SEC ↗

Q4 2025
Jan 22 Hager Investment Management Services, Llc

$183.37M reported · 321 holdings listed · SEC ↗

Q4 2025
Jan 22 Washburn Capital Management, Inc.

$181.65M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 22 Echo Wealth Management, LLC

$171.27M reported · 46 holdings listed · SEC ↗

Q4 2025
Jan 22 Upper Left Wealth Management, LLC

$164.08M reported · 67 holdings listed · SEC ↗

Q4 2025
Jan 22 Capstone Capital Llc

$153.91M reported · 20 holdings listed · SEC ↗

Q4 2025
Jan 22 Nautilus Advisors LLC

$153.16M reported · 173 holdings listed · SEC ↗

Q4 2025
Jan 22 Paradigm, Strategies in Wealth Management, LLC

$152.38M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 22 Good Steward Wealth Advisors,LLC

$151.53M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 22 Cascade Investment Group, Inc.

$149.83M reported · 143 holdings listed · SEC ↗

Q4 2025
Jan 22 Columbia Advisory Partners Llc

$146.77M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 22 Comprehensive Money Management Services LLC

$145.03M reported · 190 holdings listed · SEC ↗

Q4 2025
Jan 22 Accordant Advisory Group Inc

$144.91M reported · 175 holdings listed · SEC ↗

Q4 2025
Jan 22 Compass Planning Associates Inc

$144.38M reported · 30 holdings listed · SEC ↗

Q4 2025
Jan 22 Flagship Capital Management Inc.

$141.39M reported · 47 holdings listed · SEC ↗

Q4 2025
Jan 22 Networth Advisors, LLC

$135.49M reported · 385 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 22 K2 Financial Inc.

$129.38M reported · 58 holdings listed · SEC ↗

Q4 2025
Jan 22 Trium Capital LLP

$128.88M reported · 50 holdings listed · SEC ↗

Q4 2025
Jan 22 Argus Investors' Counsel, Inc.

$125.19M reported · 105 holdings listed · SEC ↗

Q4 2025
Jan 22 Campbell Deegan Wealth Management, LLC

$123.88M reported · 46 holdings listed · SEC ↗

Q4 2025
Jan 22 Christian Investment Advisors, Inc.

$123.39M reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 22 Mh & Associates Securities Management Corp /Adv

$122.46M reported · 102 holdings listed · SEC ↗

Q4 2025
Jan 22 Elm3 Financial Group, LLC

$120.56M reported · 113 holdings listed · SEC ↗

Q4 2025
Jan 22 Kennebec Savings Bank

$115.77M reported · 249 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 22 Courant Investment Management LLC

$110.60M reported · 6 holdings listed · SEC ↗

Q4 2025
Jan 22 GLP Holdings LLLP

$104.97M reported · 4 holdings listed · SEC ↗

Q4 2025
Jan 22 Vavra Capital Management, LLC

$101.80M reported · 23 holdings listed · SEC ↗

Q4 2025
Jan 22 Robert B. Daugherty Foundation

$100.58M reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 22 ETF Store, Inc.

$98.03M reported · 98 holdings listed · SEC ↗

Q4 2025
Jan 22 Vision Financial Markets Llc

$97.98M reported · 409 holdings listed · SEC ↗

Q4 2025
Jan 22 Garrison Bradford & Associates Inc

$92.09M reported · 33 holdings listed · SEC ↗

Q4 2025
Jan 22 Benefit Street Partners LLC

$90.74M reported · 17 holdings listed · SEC ↗

Q4 2025
Jan 22 Centennial Advisors, LLC

$76.97M reported · 80 holdings listed · SEC ↗

Q4 2025
Jan 22 LDR Capital Management LLC

$72.16M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 22 FSC Wealth Advisors, LLC

$61.64M reported · 29 holdings listed · SEC ↗

Q4 2025
Jan 22 Cornerstone Partners Capital Management, Llc

$36.27M reported · 7 holdings listed · SEC ↗

Q4 2025
Jan 22 Nippon Life Insurance Co

$5.81M reported · 4 holdings listed · SEC ↗

Q4 2025
Jan 22 Harvey Investment Co Llc

$939,235 reported · 99 holdings listed · SEC ↗

Q4 2025
Jan 22 Shikiar Asset Management Inc

$401,641 reported · 100 holdings listed · SEC ↗

Q4 2025
Jan 22 WealthBridge Investment Counsel Inc.

$333,277 reported · 42 holdings listed · SEC ↗

Q4 2025
Jan 22 Mount Vernon Associates Inc /Md/

$148,683 reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 22 Lesa Sroufe & Co

$134,321 reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 22 Wealth Group, Ltd.

$102,594 reported · 84 holdings listed · SEC ↗

Q4 2025
Jan 22 Advantage Alpha Capital Partners LP

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

Q4 2025
Jan 22 Bar Harbor Bankshares

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 MFS International Singapore Pte. Ltd.

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 Nuveen Fund Advisors, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 Gadsden, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 Thompson Capital Management, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 Nuveen Asset Management, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 MFS International (U.K.) Ltd.

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 MFS Investment Management K.K.

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 MFS Investment Management CO (LUX) S.A.R.L.

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 Mfs Investment Management Canada Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 Bar Harbor Bank & Trust

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 Gragg & Gragg L.L.P.

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 MFS Institutional Advisors, Inc.

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 MFS Heritage Trust CO

value not stated on cover page · SEC ↗

Q4 2025
Jan 22 MFS International Australia Pty Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 21 Greenleaf Trust

$10.91B reported · 1,365 holdings listed · SEC ↗

Q4 2025
Jan 21 Yousif Capital Management, Llc

$9.12B reported · 1,877 holdings listed · SEC ↗

Q4 2025
Jan 21 Modera Wealth Management, LLC

$8.64B reported · 643 holdings listed · SEC ↗

Q4 2025
Jan 21 Prime Capital Investment Advisors, LLC

$8.21B reported · 1,044 holdings listed · SEC ↗

Q4 2025
Jan 21 Quilter Plc

$5.96B reported · 309 holdings listed · 4 other managers included · SEC ↗

Q4 2025
Jan 21 Country Trust Bank

$5.52B reported · 729 holdings listed · SEC ↗

Q4 2025
Jan 21 Apella Capital, LLC

$5.06B reported · 531 holdings listed · SEC ↗

Q4 2025
← Previous Page 92 / 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