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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
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
GGAL Grupo Financiero… -5 −6 11
UNIT Uniti Group Inc. -5 −6 14
NTES NetEase, Inc. -5 −5 16
BL BlackLine, Inc. -4 −6 15

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 9,501–9,600 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 10 Castleview Partners, LLC

$184.15M reported · 176 holdings listed · SEC ↗

Q3 2025
Oct 10 HMV Wealth Advisors, LLC

$181.83M reported · 81 holdings listed · SEC ↗

Q3 2025
Oct 10 Ryan Investment Management, Inc.

$179.93M reported · 19 holdings listed · SEC ↗

Q3 2025
Oct 10 Corsicana & Co.

$178.01M reported · 261 holdings listed · SEC ↗

Q3 2025
Oct 10 Envision Financial LLC

$174.48M reported · 43 holdings listed · SEC ↗

Q3 2025
Oct 10 Tilia Fiduciary Partners, Inc.

$172.89M reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 10 Shotwell Rutter Baer Inc

$154.99M reported · 37 holdings listed · SEC ↗

Q3 2025
Oct 10 Five Pine Wealth Management

$147.92M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 10 Gibson Wealth Advisors LLC

$140.61M reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 10 Ridgeline Wealth, LLC

$135.48M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 10 Arbor Wealth Advisors LLC

$133.94M reported · 55 holdings listed · SEC ↗

Q3 2025
Oct 10 RoundAngle Advisors LLC

$129.13M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 10 Lionshead Wealth Management, LLC

$126.07M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 10 Rydar Equities, Inc.

$124.82M reported · 93 holdings listed · SEC ↗

Q3 2025
Oct 10 DKM Wealth Management, Inc.

$124.58M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 10 Capitol Family Office, Inc.

$82.44M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 10 F&V Capital Management, LLC

$445,337 reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 10 Natural Investments, Llc

$403,255 reported · 264 holdings listed · SEC ↗

Q3 2025
Oct 10 Lester Murray Antman dba SimplyRich

$370,612 reported · 200 holdings listed · SEC ↗

Q3 2025
Oct 10 Stolper Co amended

$330,034 reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 10 SoundView Advisors Inc.

$291,817 reported · 34 holdings listed · SEC ↗

Q3 2025
Oct 10 BCR Wealth Strategies, LLC

$284,351 reported · 30 holdings listed · SEC ↗

Q3 2025
Oct 10 Financial Connections Group, Inc.

$256,293 reported · 242 holdings listed · SEC ↗

Q3 2025
Oct 10 Warburton Capital Management, LLC

$166,131 reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 10 Navigoe, LLC

$156,643 reported · 268 holdings listed · SEC ↗

Q3 2025
Oct 10 A. D. Beadell Investment Counsel, Inc.

$146,861 reported · 91 holdings listed · SEC ↗

Q3 2025
Oct 10 JOHCM (USA) Inc

value not stated on cover page · SEC ↗

Q3 2025
Oct 10 Kraft Asset Management, Llc

value not stated on cover page · SEC ↗

Q3 2025
Oct 10 Cisco Systems International B.V.

value not stated on cover page · SEC ↗

Q3 2025
Oct 10 Perpetual Investment Management Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 10 Pendal Group Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 10 J O Hambro Capital Management Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 10 J. Safra Sarasin Fund Management (Luxembourg) S.A.

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 Voya Investment Management Llc

$100.18B reported · 3,824 holdings listed · 4 other managers included · analysis · SEC ↗

Q3 2025
Oct 09 Bartlett & Co. Wealth Management Llc

$7.56B reported · 1,205 holdings listed · SEC ↗

Q3 2025
Oct 09 Zevenbergen Capital Investments Llc

$5.14B reported · 178 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 09 U.S. Capital Wealth Advisors, LLC

$3.72B reported · 953 holdings listed · SEC ↗

Q3 2025
Oct 09 Dynamic Advisor Solutions LLC

$3.45B reported · 932 holdings listed · SEC ↗

Q3 2025
Oct 09 Addenda Capital Inc.

$3.38B reported · 126 holdings listed · SEC ↗

Q3 2025
Oct 09 AdvisorNet Financial, Inc

$1.77B reported · 2,250 holdings listed · SEC ↗

Q3 2025
Oct 09 Franklin Street Advisors Inc /Nc

$1.74B reported · 170 holdings listed · SEC ↗

Q3 2025
Oct 09 CGN Advisors LLC

$1.22B reported · 304 holdings listed · SEC ↗

Q3 2025
Oct 09 Voya Financial Advisors, Inc.

$1.04B reported · 221 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 09 Bath Savings Trust Co

$1.01B reported · 269 holdings listed · SEC ↗

Q3 2025
Oct 09 Toth Financial Advisory Corp

$927.53M reported · 770 holdings listed · SEC ↗

Q3 2025
Oct 09 L. Roy Papp & Associates, LLP

$889.59M reported · 182 holdings listed · SEC ↗

Q3 2025
Oct 09 Stillwater Capital Advisors, LLC

$888.24M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 09 Redhawk Wealth Advisors, Inc.

$861.32M reported · 338 holdings listed · SEC ↗

Q3 2025
Oct 09 Bdf-Gestion

$845.00M reported · 143 holdings listed · SEC ↗

Q3 2025
Oct 09 Curated Wealth Partners LLC

$826.66M reported · 266 holdings listed · 11 other managers included · SEC ↗

Q3 2025
Oct 09 Independence Bank of Kentucky

$777.97M reported · 623 holdings listed · SEC ↗

Q3 2025
Oct 09 Adams Asset Advisors, LLC

$775.63M reported · 81 holdings listed · SEC ↗

Q3 2025
Oct 09 Financial Enhancement Group LLC

$754.36M reported · 132 holdings listed · SEC ↗

Q3 2025
Oct 09 Embree Financial Group

$746.15M reported · 233 holdings listed · SEC ↗

Q3 2025
Oct 09 Peterson Wealth Advisors, LLC

$668.55M reported · 99 holdings listed · SEC ↗

Q3 2025
Oct 09 Affinity Capital Advisors, LLC

$650.88M reported · 153 holdings listed · SEC ↗

Q3 2025
Oct 09 Central Bank & Trust Co

$634.40M reported · 209 holdings listed · SEC ↗

Q3 2025
Oct 09 Secure Asset Management, LLC

$606.98M reported · 312 holdings listed · SEC ↗

Q3 2025
Oct 09 Princeton Global Asset Management LLC

$602.44M reported · 762 holdings listed · SEC ↗

Q3 2025
Oct 09 Riversedge Advisors, Llc

$596.69M reported · 198 holdings listed · SEC ↗

Q3 2025
Oct 09 Sky Investment Group LLC

$596.44M reported · 143 holdings listed · SEC ↗

Q3 2025
Oct 09 Wilsey Asset Management Inc

$545.31M reported · 28 holdings listed · SEC ↗

Q3 2025
Oct 09 Eclectic Associates Inc /Adv

$544.68M reported · 123 holdings listed · SEC ↗

Q3 2025
Oct 09 Perkins Coie Trust Co

$531.51M reported · 307 holdings listed · SEC ↗

Q3 2025
Oct 09 Contravisory Investment Management, Inc.

$516.45M reported · 365 holdings listed · SEC ↗

Q3 2025
Oct 09 Long Run Wealth Advisors, LLC

$509.50M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 09 Harbour Capital Advisors, LLC

$488.74M reported · 277 holdings listed · SEC ↗

Q3 2025
Oct 09 Richard P Slaughter Associates Inc

$464.20M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 09 Newman Dignan & Sheerar, Inc.

$463.07M reported · 180 holdings listed · SEC ↗

Q3 2025
Oct 09 Jackson Square Capital, Llc

$458.52M reported · 144 holdings listed · SEC ↗

Q3 2025
Oct 09 Louisbourg Investments Inc.

$458.24M reported · 208 holdings listed · SEC ↗

Q3 2025
Oct 09 Ridgepath Capital Management LLC 2 reports combined

$451.90M reported · 95 holdings listed · SEC ↗

Oct 09–Oct 09
Oct 09 Centurion Wealth Management LLC

$439.14M reported · 311 holdings listed · SEC ↗

Q3 2025
Oct 09 Baker Tilly Wealth Management, Llc

$439.04M reported · 306 holdings listed · SEC ↗

Q3 2025
Oct 09 Halter Ferguson Financial Inc.

$437.42M reported · 33 holdings listed · SEC ↗

Q3 2025
Oct 09 Waller Financial Planning Group, Inc

$435.82M reported · 71 holdings listed · SEC ↗

Q3 2025
Oct 09 Park Edge Advisors, LLC

$432.98M reported · 146 holdings listed · SEC ↗

Q3 2025
Oct 09 Compton Wealth Advisory Group, LLC

$432.02M reported · 83 holdings listed · SEC ↗

Q3 2025
Oct 09 Stokes Capital Advisors, LLC

$429.82M reported · 68 holdings listed · SEC ↗

Q3 2025
Oct 09 Chapin Davis, Inc.

$407.28M reported · 247 holdings listed · SEC ↗

Q3 2025
Oct 09 Prentice Wealth Management LLC

$405.61M reported · 112 holdings listed · SEC ↗

Q3 2025
Oct 09 Fermata Advisors, LLC

$394.39M reported · 211 holdings listed · SEC ↗

Q3 2025
Oct 09 ShankerValleau Wealth Advisors, Inc.

$389.58M reported · 42 holdings listed · SEC ↗

Q3 2025
Oct 09 Whitcomb & Hess, Inc.

$388.92M reported · 57 holdings listed · SEC ↗

Q3 2025
Oct 09 Astoria Portfolio Advisors LLC.

$380.84M reported · 269 holdings listed · SEC ↗

Q3 2025
Oct 09 Peak Financial Management, Inc.

$378.25M reported · 101 holdings listed · SEC ↗

Q3 2025
Oct 09 Prosperity Planning, Inc.

$370.66M reported · 109 holdings listed · SEC ↗

Q3 2025
Oct 09 Bay Harbor Wealth Management, LLC

$370.13M reported · 1,289 holdings listed · 2 other managers included · SEC ↗

Q3 2025
Oct 09 Phraction Management LLC

$346.48M reported · 66 holdings listed · SEC ↗

Q3 2025
Oct 09 Websterrogers Financial Advisors, Llc

$333.44M reported · 91 holdings listed · SEC ↗

Q3 2025
Oct 09 Cypress Financial Planning Llc

$328.06M reported · 89 holdings listed · SEC ↗

Q3 2025
Oct 09 Brady Family Wealth, Llc

$323.03M reported · 110 holdings listed · SEC ↗

Q3 2025
Oct 09 Central Valley Advisors, Llc

$322.89M reported · 178 holdings listed · 4 other managers included · SEC ↗

Q3 2025
Oct 09 Lifestyle Asset Management, Inc.

$292.86M reported · 135 holdings listed · SEC ↗

Q3 2025
Oct 09 Pacifica Partners Inc.

$279.53M reported · 520 holdings listed · SEC ↗

Q3 2025
Oct 09 Amiral Gestion

$275.21M reported · 27 holdings listed · SEC ↗

Q3 2025
Oct 09 Buckhead Capital Management Llc

$275.10M reported · 127 holdings listed · SEC ↗

Q3 2025
Oct 09 IMZ Advisory Inc

$268.61M reported · 41 holdings listed · SEC ↗

Q3 2025
Oct 09 First Financial Corp /In/

$255.21M reported · 427 holdings listed · SEC ↗

Q3 2025
Oct 09 Two Point Capital Management, Inc.

$248.74M reported · 25 holdings listed · SEC ↗

Q3 2025
← Previous Page 96 / 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