★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

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
HTFL Heartflow, Inc.… +14 +14 17
KLAR Klarna Group plc +14 +14 17
MIAX Miami International… +14 +14 17
VIA +13 +13 15

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
CWAN Clearwater… -5 −7 16
WOLF Wolfspeed Inc. -5 −7 11
TTD The Trade Desk, Inc. -5 −7 21
UNIT Uniti Group Inc. -5 −6 14
GGAL Grupo Financiero… -5 −6 11
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 9,401–9,500 of 10,432 individual filing documents

Oct 16 Invst, LLC

13F-HR · $802.57M reported · 297 holdings listed · SEC ↗

Q3 2025
Oct 16 Johnson Bixby & Associates, LLC

13F-HR · $780.20M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 16 CRA Financial Services, LLC

13F-HR · $730.98M reported · 294 holdings listed · SEC ↗

Q3 2025
Oct 16 Capital Advisors Wealth Management, LLC

13F-HR · $700.65M reported · 215 holdings listed · SEC ↗

Q3 2025
Oct 16 Asio Capital, LLC

13F-HR · $667.96M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 16 Horst & Graben Wealth Management LLC

13F-HR · $654.74M reported · 179 holdings listed · SEC ↗

Q3 2025
Oct 16 Greenup Street Wealth Management Llc

13F-HR · $650.82M reported · 142 holdings listed · SEC ↗

Q3 2025
Oct 16 Baker Chad R

13F-HR · $581.06M reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 16 Amarillo National Bank

13F-HR · $568.83M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 16 Twele Capital Management, Inc.

13F-HR · $541.89M reported · 39 holdings listed · SEC ↗

Q3 2025
Oct 16 Marotta Asset Management

13F-HR · $531.18M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 16 New Hampshire Trust

13F-HR · $517.91M reported · 306 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 16 Curran Financial Partners, LLC

13F-HR · $505.35M reported · 129 holdings listed · SEC ↗

Q3 2025
Oct 16 Regent Peak Wealth Advisors LLC

13F-HR · $499.18M reported · 190 holdings listed · SEC ↗

Q3 2025
Oct 16 Conrad Siegel Investment Advisors, Inc.

13F-HR · $476.36M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 16 Ellsworth Advisors, LLC

13F-HR · $468.72M reported · 164 holdings listed · SEC ↗

Q3 2025
Oct 16 Raub Brock Capital Management LP

13F-HR · $464.70M reported · 39 holdings listed · 9 other managers included · SEC ↗

Q3 2025
Oct 16 Whitaker-Myers Wealth Managers, LTD.

13F-HR · $458.60M reported · 116 holdings listed · SEC ↗

Q3 2025
Oct 16 Castle Rock Wealth Management, LLC

13F-HR · $452.40M reported · 254 holdings listed · SEC ↗

Q3 2025
Oct 16 Rubicon Global Capital Ltd

13F-HR · $452.38M reported · 10 holdings listed · SEC ↗

Q3 2025
Oct 16 Nvwm, Llc

13F-HR · $444.66M reported · 899 holdings listed · SEC ↗

Q3 2025
Oct 16 Scott Capital Advisors, LLC

13F-HR · $441.79M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 16 Ami Investment Management Inc

13F-HR · $431.09M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 16 SWS Partners

13F-HR · $409.70M reported · 121 holdings listed · SEC ↗

Q3 2025
Oct 16 Uncommon Cents Investing LLC

13F-HR · $402.18M reported · 207 holdings listed · SEC ↗

Q3 2025
Oct 16 Triune Financial Partners, LLC

13F-HR · $396.99M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 16 Mezzasalma Advisors, LLC

13F-HR · $390.70M reported · 160 holdings listed · SEC ↗

Q3 2025
Oct 16 Bill Few Associates, Inc.

13F-HR · $388.22M reported · 201 holdings listed · SEC ↗

Q3 2025
Oct 16 Saybrook Capital /Nc

13F-HR · $382.74M reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 16 Cooper Investors Pty Ltd

13F-HR · $366.19M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 16 Vista Investment Partners Llc

13F-HR · $358.26M reported · 155 holdings listed · SEC ↗

Q3 2025
Oct 16 City State Bank

13F-HR · $346.18M reported · 742 holdings listed · SEC ↗

Q3 2025
Oct 16 Neumann Capital Management, LLC

13F-HR · $341.90M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 16 OLIO Financial Planning

13F-HR · $340.86M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 16 Provident Wealth Management, LLC

13F-HR · $330.63M reported · 138 holdings listed · SEC ↗

Q3 2025
Oct 16 VCI Wealth Management LLC

13F-HR · $329.76M reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 16 Eldred Rock Partners, LLC

13F-HR · $329.01M reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 16 Silverleafe Capital Partners, LLC

13F-HR · $326.84M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 16 Comprehensive Financial Consultants Institutional…

13F-HR · $322.79M reported · 185 holdings listed · SEC ↗

Q3 2025
Oct 16 Oldfather Financial Services, LLC

13F-HR · $321.10M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 16 Mirabaud & Cie SA

13F-HR · $316.85M reported · 165,242 holdings listed · SEC ↗

Q3 2025
Oct 16 Darwin Wealth Management, LLC

13F-HR · $314.72M reported · 607 holdings listed · SEC ↗

Q3 2025
Oct 16 Wealth Management Resources, Inc.

13F-HR · $309.03M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 16 Precision Wealth Strategies, LLC

13F-HR · $308.29M reported · 163 holdings listed · SEC ↗

Q3 2025
Oct 16 Borer Denton & Associates, Inc.

13F-HR · $302.88M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 16 25 Llc

13F-HR · $293.69M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 16 Yeomans Consulting Group, Inc.

13F-HR · $289.75M reported · 99 holdings listed · SEC ↗

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

13F-HR · $281.05M reported · 169 holdings listed · SEC ↗

Q3 2025
Oct 16 Sharper & Granite LLC

13F-HR · $279.14M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 16 Lincoln Capital Corp

13F-HR · $278.07M reported · 90 holdings listed · SEC ↗

Q3 2025
Oct 16 Lowe Wealth Advisors, LLC

13F-HR · $273.96M reported · 395 holdings listed · SEC ↗

Q3 2025
Oct 16 Hamilton Capital Partners, Llc

13F-HR · $260.60M reported · 21 holdings listed · SEC ↗

Q3 2025
Oct 16 Trium Capital LLP

13F-HR · $255.77M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 16 Burns Matteson Capital Management, LLC

13F-HR · $252.92M reported · 201 holdings listed · SEC ↗

Q3 2025
Oct 16 BCU Wealth Advisors, LLC

13F-HR · $247.21M reported · 61 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 16 Quad-Cities Investment Group, LLC

13F-HR · $234.89M reported · 189 holdings listed · SEC ↗

Q3 2025
Oct 16 Emprise Bank

13F-HR · $231.68M reported · 111 holdings listed · SEC ↗

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

13F-HR · $231.63M reported · 215 holdings listed · SEC ↗

Q3 2025
Oct 16 Fortress Wealth Management, Inc.

13F-HR · $224.84M reported · 75 holdings listed · SEC ↗

Q3 2025
Oct 16 Cordant, Inc.

13F-HR · $221.56M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 16 PFS Partners, LLC

13F-HR · $210.25M reported · 561 holdings listed · SEC ↗

Q3 2025
Oct 16 One Plus One Wealth Management, Llc

13F-HR · $205.74M reported · 95 holdings listed · SEC ↗

Q3 2025
Oct 16 CMG Global Holdings, LLC

13F-HR · $204.48M reported · 94 holdings listed · SEC ↗

Q3 2025
Oct 16 Income Research & Management

13F-HR · $204.45M reported · 35 holdings listed · SEC ↗

Q3 2025
Oct 16 Donald L. Hagan, LLC

13F-HR · $203.70M reported · 86 holdings listed · SEC ↗

Q3 2025
Oct 16 Benjamin Joseph Floyd Dba Floyd Capital Management

13F-HR · $200.95M reported · 1 holdings listed · SEC ↗

Q3 2025
Oct 16 V2 Financial group LLC

13F-HR · $193.63M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 16 Tower View Wealth Management LLC

13F-HR · $193.32M reported · 174 holdings listed · SEC ↗

Q3 2025
Oct 16 Hilltop Wealth Advisors, Llc

13F-HR · $191.86M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 16 Signature Resources Capital Management, LLC

13F-HR · $182.76M reported · 518 holdings listed · SEC ↗

Q3 2025
Oct 16 Foresight Capital Management Advisors, Inc.

13F-HR · $177.91M reported · 92 holdings listed · SEC ↗

Q3 2025
Oct 16 Custos Family Office, LLC

13F-HR · $176.93M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 16 Vestment Financial LLC

13F-HR · $175.28M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 16 Virginia Wealth Management Group, Inc.

13F-HR · $173.60M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 16 Shearwater Capital LLC

13F-HR · $168.52M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 16 Define Financial, Llc

13F-HR · $166.67M reported · 40 holdings listed · SEC ↗

Q3 2025
Oct 16 KRS Capital Management, LLC

13F-HR · $165.56M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 16 Stonekeep Investments, LLC

13F-HR · $157.82M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 16 DecisionMap Wealth Management, LLC

13F-HR · $155.96M reported · 129 holdings listed · SEC ↗

Q3 2025
Oct 16 LifeSteps Financial, Inc.

13F-HR · $155.68M reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 16 Kopp Family Office, LLC

13F-HR · $153.63M reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 16 Kingstone Capital Partners Texas, LLC

13F-HR · $153.15M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 16 LeConte Wealth Management, LLC

13F-HR · $149.74M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 16 Pacific Asset Management, LLC

13F-HR · $147.26M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 16 Collar Capital Management, LLC

13F-HR · $142.14M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 16 QSM Asset Management Ltd

13F-HR · $139.98M reported · 20 holdings listed · SEC ↗

Q3 2025
Oct 16 Gladwyn Financial Advisors, Inc.

13F-HR · $139.35M reported · 111 holdings listed · SEC ↗

Q3 2025
Oct 16 Randall & Associates Wealth Management

13F-HR · $137.75M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 16 Basepoint Wealth LLC

13F-HR · $135.65M reported · 111 holdings listed · SEC ↗

Q3 2025
Oct 16 Axos Invest Inc.

13F-HR · $133.50M reported · 22 holdings listed · SEC ↗

Q3 2025
Oct 16 Basepoint Wealth LLC

13F-HR · $132.91M reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 16 Hoese & Co LLP

13F-HR · $130.83M reported · 146 holdings listed · SEC ↗

Q3 2025
Oct 16 Willner & Heller, Llc

13F-HR · $130.21M reported · 160 holdings listed · SEC ↗

Q3 2025
Oct 16 Basepoint Wealth LLC

13F-HR · $129.44M reported · 104 holdings listed · SEC ↗

Q3 2025
Oct 16 Brian Low Financial Group, Llc

13F-HR · $128.87M reported · 108 holdings listed · SEC ↗

Q3 2025
Oct 16 Basepoint Wealth LLC

13F-HR · $127.85M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 16 Richwood Investment Advisors, LLC

13F-HR · $127.62M reported · 100 holdings listed · SEC ↗

Q3 2025
Oct 16 Basepoint Wealth LLC

13F-HR · $126.71M reported · 111 holdings listed · SEC ↗

Q3 2025
Oct 16 Basepoint Wealth LLC

13F-HR · $125.46M reported · 107 holdings listed · SEC ↗

Q3 2025
Oct 16 Park Capital Management, LLC / WI

13F-HR · $124.98M reported · 74 holdings listed · SEC ↗

Q3 2025
← Previous Page 95 / 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