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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 11,282 individual filing documents

Jan 26 Berkeley, Inc

13F-HR · $314.47M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 26 DORVAL Corp

13F-HR · $313.27M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 26 Jacobsen Capital Management

13F-HR · $306.15M reported · 121 holdings listed · SEC ↗

Q4 2025
Jan 26 Spectrum Asset Management, Inc. (NB/CA)

13F-HR · $299.81M reported · 119 holdings listed · SEC ↗

Q4 2025
Jan 26 Hassell Wealth Management, LLC

13F-HR · $299.04M reported · 26 holdings listed · SEC ↗

Q4 2025
Jan 26 RBA Wealth Management, LLC

13F-HR · $295.14M reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 26 BCS Private Wealth Management, Inc.

13F-HR · $292.66M reported · 175 holdings listed · SEC ↗

Q4 2025
Jan 26 Main Street Group, LTD

13F-HR · $289.94M reported · 90 holdings listed · SEC ↗

Q4 2025
Jan 26 Slagle Financial, LLC

13F-HR · $286.36M reported · 118 holdings listed · SEC ↗

Q4 2025
Jan 26 David Kennon Inc

13F-HR · $281.35M reported · 38 holdings listed · SEC ↗

Q4 2025
Jan 26 B&I Capital AG

13F-HR · $281.20M reported · 25 holdings listed · SEC ↗

Q4 2025
Jan 26 Prosperity Financial Group, Inc.

13F-HR · $277.88M reported · 184 holdings listed · SEC ↗

Q4 2025
Jan 26 Iams Wealth Management, Llc

13F-HR · $277.04M reported · 187 holdings listed · SEC ↗

Q4 2025
Jan 26 Sonata Capital Group Inc

13F-HR · $276.86M reported · 121 holdings listed · SEC ↗

Q4 2025
Jan 26 Zullo Investment Group, Inc.

13F-HR · $273.37M reported · 154 holdings listed · SEC ↗

Q4 2025
Jan 26 Consilium Wealth Advisory, LLC

13F-HR · $271.02M reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 26 Thomas Story & Son Llc

13F-HR · $269.09M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 26 River Street Advisors LLC

13F-HR · $266.87M reported · 244 holdings listed · SEC ↗

Q4 2025
Jan 26 Grey Rock Energy Management, LLC

13F-HR · $259.75M reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 26 Sellwood Investment Partners LLC

13F-HR · $256.09M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 26 Trellis Wealth Advisors LLC

13F-HR · $255.70M reported · 44 holdings listed · SEC ↗

Q4 2025
Jan 26 O'Connor Financial Group LLC

13F-HR · $250.76M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 26 Elevation Capital Advisory, LLC

13F-HR · $244.80M reported · 64 holdings listed · SEC ↗

Q4 2025
Jan 26 Financial Guidance Group, Inc.

13F-HR · $244.46M reported · 89 holdings listed · SEC ↗

Q4 2025
Jan 26 Tribridge Partners Financial LLC

13F-HR · $238.38M reported · 77 holdings listed · SEC ↗

Q4 2025
Jan 26 Client First Capital LLC

13F-HR · $237.24M reported · 27 holdings listed · SEC ↗

Q4 2025
Jan 26 Cottage Street Advisors LLC

13F-HR · $236.42M reported · 143 holdings listed · SEC ↗

Q4 2025
Jan 26 Sightline Wealth Advisors, LLC

13F-HR · $234.65M reported · 99 holdings listed · SEC ↗

Q4 2025
Jan 26 Shelton Wealth Management, Llc

13F-HR · $233.26M reported · 165 holdings listed · SEC ↗

Q4 2025
Jan 26 Integrated Capital Management, LLC

13F-HR · $232.55M reported · 57 holdings listed · SEC ↗

Q4 2025
Jan 26 WJ Interests, LLC

13F-HR · $232.43M reported · 19 holdings listed · SEC ↗

Q4 2025
Jan 26 MOKAN Wealth Management Inc.

13F-HR · $225.43M reported · 103 holdings listed · SEC ↗

Q4 2025
Jan 26 Second Half Financial Partners, LLC

13F-HR · $225.25M reported · 102 holdings listed · SEC ↗

Q4 2025
Jan 26 Transcendent Capital Group LLC

13F-HR · $220.91M reported · 117 holdings listed · SEC ↗

Q4 2025
Jan 26 Grand Wealth Management, Llc

13F-HR · $220.52M reported · 84 holdings listed · SEC ↗

Q4 2025
Jan 26 Seamount Financial Group Inc

13F-HR · $220.22M reported · 132 holdings listed · SEC ↗

Q4 2025
Jan 26 Quarry Hill Advisors, Llc

13F-HR · $215.20M reported · 50 holdings listed · SEC ↗

Q4 2025
Jan 26 Massachusetts Wealth Management

13F-HR · $214.92M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 26 Peoples Financial Services Corp.

13F-HR · $214.41M reported · 397 holdings listed · SEC ↗

Q4 2025
Jan 26 Boyum Wealth Architects Llc

13F-HR · $213.95M reported · 73 holdings listed · SEC ↗

Q4 2025
Jan 26 Steinberganna Wealth Management

13F-HR · $213.47M reported · 127 holdings listed · SEC ↗

Q4 2025
Jan 26 Intelligent Financial Strategies

13F-HR · $207.94M reported · 72 holdings listed · SEC ↗

Q4 2025
Jan 26 Oxinas Partners, LLC

13F-HR · $207.81M reported · 132 holdings listed · SEC ↗

Q4 2025
Jan 26 CWC Advisors, LLC.

13F-HR · $207.12M reported · 150 holdings listed · SEC ↗

Q4 2025
Jan 26 Pursue Wealth Partners Llc

13F-HR · $205.78M reported · 104 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 26 Generali Investments Towarzystwo Funduszy…

13F-HR · $205.50M reported · 141 holdings listed · SEC ↗

Q4 2025
Jan 26 Brendel Financial Advisors LLC

13F-HR · $203.35M reported · 100 holdings listed · SEC ↗

Q4 2025
Jan 26 Decker Retirement Planning Inc.

13F-HR · $201.15M reported · 231 holdings listed · SEC ↗

Q4 2025
Jan 26 Taylor Frigon Capital Management LLC

13F-HR · $197.57M reported · 93 holdings listed · SEC ↗

Q4 2025
Jan 26 Draper Asset Management, LLC

13F-HR · $189.96M reported · 19 holdings listed · SEC ↗

Q4 2025
Jan 26 First Bancorp, Inc /ME/

13F-HR · $188.06M reported · 227 holdings listed · SEC ↗

Q4 2025
Jan 26 Next Level Wealth Planning, LLC

13F-HR · $187.91M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 26 MRWM Advisors, LLC

13F-HR · $186.33M reported · 76 holdings listed · SEC ↗

Q4 2025
Jan 26 Global Wealth Management, LLC

13F-HR · $185.83M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 26 Lowery Thomas, Llc

13F-HR · $176.97M reported · 55 holdings listed · SEC ↗

Q4 2025
Jan 26 Fee-Only Financial Planning, L.C.

13F-HR · $171.54M reported · 42 holdings listed · SEC ↗

Q4 2025
Jan 26 Virginia Wealth Management Group, Inc.

13F-HR · $171.11M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 26 Forbes Financial Planning, Inc.

13F-HR · $171.04M reported · 36 holdings listed · SEC ↗

Q4 2025
Jan 26 Martin Capital Advisors, LLP

13F-HR · $170.55M reported · 72 holdings listed · SEC ↗

Q4 2025
Jan 26 Nicholson Wealth Management Group, LLC

13F-HR · $170.39M reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 26 Lakewood Asset Management LLC

13F-HR · $170.22M reported · 105 holdings listed · SEC ↗

Q4 2025
Jan 26 JGP Global Gestao de Recursos Ltda.

13F-HR · $169.48M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 26 Andrews, Lucia Wealth Management Llc

13F-HR · $168.25M reported · 33 holdings listed · SEC ↗

Q4 2025
Jan 26 Argo Wealth Advisory, LLC

13F-HR · $167.16M reported · 52 holdings listed · SEC ↗

Q4 2025
Jan 26 Sterling Wealth Advisors Inc

13F-HR · $165.68M reported · 20 holdings listed · SEC ↗

Q4 2025
Jan 26 Oceanside Advisors LLC

13F-HR · $164.96M reported · 50 holdings listed · SEC ↗

Q4 2025
Jan 26 Reyes Financial Architecture, Inc.

13F-HR · $164.17M reported · 388 holdings listed · SEC ↗

Q4 2025
Jan 26 Inman Jager Wealth Management, LLC

13F-HR · $163.32M reported · 81 holdings listed · SEC ↗

Q4 2025
Jan 26 Invariant Investment Management

13F-HR · $156.24M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 26 Code Waechter LLC

13F-HR · $155.72M reported · 108 holdings listed · SEC ↗

Q4 2025
Jan 26 Washington Growth Strategies Llc

13F-HR · $154.67M reported · 56 holdings listed · SEC ↗

Q4 2025
Jan 26 Equity Wealth Partners, LLC

13F-HR · $154.20M reported · 78 holdings listed · SEC ↗

Q4 2025
Jan 26 Zeit Capital LLC

13F-HR · $148.15M reported · 27 holdings listed · SEC ↗

Q4 2025
Jan 26 Nabity-Jensen Investment Management Inc

13F-HR · $147.65M reported · 70 holdings listed · SEC ↗

Q4 2025
Jan 26 Abbington Investment Group

13F-HR · $146.38M reported · 49 holdings listed · SEC ↗

Q4 2025
Jan 26 Rolek Wealth Management LLC

13F-HR · $145.86M reported · 21 holdings listed · SEC ↗

Q4 2025
Jan 26 Milestones Private Investment Advisors LLC

13F-HR · $145.41M reported · 120 holdings listed · SEC ↗

Q4 2025
Jan 26 DeLarme Wealth Management, Inc.

13F-HR · $140.81M reported · 62 holdings listed · SEC ↗

Q4 2025
Jan 26 Mountain Hill Investment Partners Corp.

13F-HR · $139.63M reported · 219 holdings listed · SEC ↗

Q4 2025
Jan 26 Slocum, Gordon & Co LLP

13F-HR · $138.05M reported · 60 holdings listed · SEC ↗

Q4 2025
Jan 26 Haven Global Partners, LLC

13F-HR · $136.11M reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 26 Kampmann Melissa S.

13F-HR · $135.22M reported · 78 holdings listed · SEC ↗

Q4 2025
Jan 26 Farnam Financial LLC

13F-HR · $132.87M reported · 53 holdings listed · SEC ↗

Q4 2025
Jan 26 DBK Financial Counsel, LLC

13F-HR · $130.22M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 26 NorthLanding Financial Partners, LLC

13F-HR · $124.53M reported · 41 holdings listed · SEC ↗

Q4 2025
Jan 26 Robert Wood Johnson Foundation

13F-HR · $123.88M reported · 2 holdings listed · SEC ↗

Q4 2025
Jan 26 Adelphi Trust Co

13F-HR · $122.53M reported · 171 holdings listed · SEC ↗

Q4 2025
Jan 26 Bretton Capital Management, LLC

13F-HR · $119.50M reported · 18 holdings listed · SEC ↗

Q4 2025
Jan 26 Luts & Greenleigh Group, Inc.

13F-HR · $117.71M reported · 87 holdings listed · SEC ↗

Q4 2025
Jan 26 Dynamic Financial Group

13F-HR · $117.22M reported · 69 holdings listed · SEC ↗

Q4 2025
Jan 26 Harbor Asset Planning, Inc.

13F-HR · $117.00M reported · 1,988 holdings listed · SEC ↗

Q4 2025
Jan 26 Pursuit Wealth Management LLC

13F-HR · $116.37M reported · 118 holdings listed · SEC ↗

Q4 2025
Jan 26 Frankly Finances, LLC

13F-HR · $115.20M reported · 63 holdings listed · SEC ↗

Q4 2025
Jan 26 Capelight Capital Asset Management LP

13F-HR · $102.89M reported · 36 holdings listed · SEC ↗

Q4 2025
Jan 26 Red Mountain Financial, LLC

13F-HR · $101.87M reported · 76 holdings listed · SEC ↗

Q4 2025
Jan 26 American Wealth Advisors, LLC

13F-HR · $101.83M reported · 134 holdings listed · SEC ↗

Q4 2025
Jan 26 Forteris Wealth Management Inc.

13F-HR · $101.60M reported · 67 holdings listed · SEC ↗

Q4 2025
Jan 26 Key Capital Management, INC

13F-HR · $100.95M reported · 535 holdings listed · SEC ↗

Q4 2025
Jan 26 J.M. Arbour, LLC

13F-HR · $100.22M reported · 190 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 26 Lionsbridge Wealth Management LLC

13F-HR · $98.85M reported · 56 holdings listed · SEC ↗

Q4 2025
← Previous Page 92 / 113 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