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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
MIAX Miami International… +14 +14 17
HTFL Heartflow, Inc.… +14 +14 17
NIQ NIQ Global… +13 +13 15

Most reduced so far

SecurityΔ holdersExitsHolders
FTV Fortive Corporation -6 −7 18
WOLF Wolfspeed Inc. -5 −7 11
CWAN Clearwater… -5 −7 16
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
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 9,601–9,700 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 09 ACT Advisors, LLC.

$247.75M reported · 73 holdings listed · SEC ↗

Q3 2025
Oct 09 Mitchell & Pahl Private Wealth, Llc

$238.45M reported · 144 holdings listed · SEC ↗

Q3 2025
Oct 09 TradeWell Securities, LLC.

$237.88M reported · 45 holdings listed · SEC ↗

Q3 2025
Oct 09 Guardian Financial Partners, LLC

$237.04M reported · 63 holdings listed · SEC ↗

Q3 2025
Oct 09 Gainplan LLC

$236.00M reported · 61 holdings listed · SEC ↗

Q3 2025
Oct 09 Verisail Partners, LLC

$235.76M reported · 23 holdings listed · SEC ↗

Q3 2025
Oct 09 Kessler Investment Group, LLC

$232.90M reported · 82 holdings listed · SEC ↗

Q3 2025
Oct 09 IVC Wealth Advisors LLC

$223.75M reported · 183 holdings listed · SEC ↗

Q3 2025
Oct 09 Shelton Wealth Management, Llc

$220.94M reported · 152 holdings listed · SEC ↗

Q3 2025
Oct 09 Wealth Advisors Northwest LLC

$206.80M reported · 62 holdings listed · SEC ↗

Q3 2025
Oct 09 Rockingstone Advisors LLC

$202.66M reported · 107 holdings listed · SEC ↗

Q3 2025
Oct 09 NavPoint Financial, Inc.

$190.69M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 09 Ausbil Investment Management Ltd

$187.49M reported · 72 holdings listed · SEC ↗

Q3 2025
Oct 09 OxenFree Capital LLC

$181.76M reported · 47 holdings listed · SEC ↗

Q3 2025
Oct 09 Sprinkle Financial Consultants LLC

$179.09M reported · 84 holdings listed · SEC ↗

Q3 2025
Oct 09 Sowa Financial Group, Inc.

$178.26M reported · 26 holdings listed · SEC ↗

Q3 2025
Oct 09 Allodium Investment Consultants, LLC

$177.11M reported · 51 holdings listed · SEC ↗

Q3 2025
Oct 09 Walnut Private Equity Partners, Llc

$176.56M reported · 13 holdings listed · SEC ↗

Q3 2025
Oct 09 Whalen Wealth Management Inc.

$171.17M reported · 176 holdings listed · SEC ↗

Q3 2025
Oct 09 McHugh Group, LLC

$167.16M reported · 77 holdings listed · SEC ↗

Q3 2025
Oct 09 Cascade Investment Advisors, Inc.

$165.06M reported · 115 holdings listed · SEC ↗

Q3 2025
Oct 09 Archer Investment Management, LLC

$162.81M reported · 59 holdings listed · SEC ↗

Q3 2025
Oct 09 Breakthru Advisory Services, Llc

$151.94M reported · 62 holdings listed · SEC ↗

Q3 2025
Oct 09 Hummer Financial Advisory Services Inc

$137.32M reported · 114 holdings listed · SEC ↗

Q3 2025
Oct 09 Kampmann Melissa S.

$137.15M reported · 77 holdings listed · SEC ↗

Q3 2025
Oct 09 Systrade AG

$135.40M reported · 12 holdings listed · SEC ↗

Q3 2025
Oct 09 Mfg Wealth Management, Inc.

$132.42M reported · 60 holdings listed · SEC ↗

Q3 2025
Oct 09 Capstone Wealth Management, LLC

$129.92M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 09 North Capital, Inc.

$129.26M reported · 730 holdings listed · SEC ↗

Q3 2025
Oct 09 Marathon Strategic Advisors, LLC

$124.94M reported · 50 holdings listed · SEC ↗

Q3 2025
Oct 09 Crocodile Capital Partners GmbH

$122.85M reported · 12 holdings listed · SEC ↗

Q3 2025
Oct 09 Legacy Solutions, Llc

$111.21M reported · 78 holdings listed · SEC ↗

Q3 2025
Oct 09 Kennebec Savings Bank

$109.70M reported · 258 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 09 Surience Private Wealth Llc

$109.38M reported · 44 holdings listed · SEC ↗

Q3 2025
Oct 09 Board of the Pension Protection Fund

$102.13M reported · 144 holdings listed · SEC ↗

Q3 2025
Oct 09 Meadowbrook Wealth Management, LLC

$96.20M reported · 84 holdings listed · SEC ↗

Q3 2025
Oct 09 ABS Direct Equity Fund LLC

$69.93M reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 09 Dakota Community Bank & Trust NA

$25.36M reported · 122 holdings listed · SEC ↗

Q3 2025
Oct 09 Baskin Financial Services Inc.

$1.36M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 09 Value Holdings Management Co. Llc

$623,823 reported · 32 holdings listed · SEC ↗

Q3 2025
Oct 09 Norman Fields, Gottscho Capital Management, LLC

$312,873 reported · 64 holdings listed · SEC ↗

Q3 2025
Oct 09 Lvm Capital Management Ltd/Mi

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 Capita Financial Network

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 Springhill Fund Asset Management (HK) Co Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 Banque J.Safra Sarasin (Monaco) SA

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 J. Safra Sarasin Asset Management (Bahamas) Ltd.

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 Bank J. Safra Sarasin LTD

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 Banque J. Safra Sarasin (Luxembourg) SA

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 J. Safra Sarasin Investmentfonds Ltd.

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 London LGPS CIV Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 Voya Financial, Inc.

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 Bank J. Safra Sarasin (Gibraltar) Ltd

value not stated on cover page · SEC ↗

Q3 2025
Oct 09 J. Safra Sarasin Asset Management (North America)…

value not stated on cover page · SEC ↗

Q3 2025
Oct 08 Czech National Bank

$14.49B reported · 503 holdings listed · SEC ↗

Q3 2025
Oct 08 Wedmont Private Capital

$2.69B reported · 788 holdings listed · SEC ↗

Q3 2025
Oct 08 Chesley Taft & Associates LLC

$2.36B reported · 348 holdings listed · SEC ↗

Q3 2025
Oct 08 Country Club Bank

$1.69B reported · 555 holdings listed · SEC ↗

Q3 2025
Oct 08 Legacy Private Trust Co.

$1.68B reported · 337 holdings listed · SEC ↗

Q3 2025
Oct 08 Fiduciary Alliance LLC

$1.49B reported · 501 holdings listed · SEC ↗

Q3 2025
Oct 08 Armstrong Advisory Group, Inc

$1.42B reported · 941 holdings listed · SEC ↗

Q3 2025
Oct 08 YHB Investment Advisors, Inc.

$1.37B reported · 299 holdings listed · SEC ↗

Q3 2025
Oct 08 Tompkins Financial Corp

$1.20B reported · 724 holdings listed · SEC ↗

Q3 2025
Oct 08 Talbot Financial, LLC

$1.18B reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 08 Kwmg, Llc

$1.14B reported · 150 holdings listed · SEC ↗

Q3 2025
Oct 08 Beacon Financial Group

$1.02B reported · 346 holdings listed · SEC ↗

Q3 2025
Oct 08 Teamwork Financial Advisors, LLC

$970.96M reported · 205 holdings listed · SEC ↗

Q3 2025
Oct 08 KWB Wealth

$904.73M reported · 147 holdings listed · SEC ↗

Q3 2025
Oct 08 Sendero Wealth Management, LLC

$853.28M reported · 295 holdings listed · 8 other managers included · SEC ↗

Q3 2025
Oct 08 Quantum Financial Advisors, LLC

$820.41M reported · 201 holdings listed · SEC ↗

Q3 2025
Oct 08 Patriot Financial Group Insurance Agency, LLC

$781.25M reported · 489 holdings listed · SEC ↗

Q3 2025
Oct 08 Financial Advisory Corp

$679.21M reported · 52 holdings listed · SEC ↗

Q3 2025
Oct 08 Dudley & Shanley, Inc.

$621.51M reported · 33 holdings listed · SEC ↗

Q3 2025
Oct 08 Ignite Planners, LLC

$610.47M reported · 377 holdings listed · SEC ↗

Q3 2025
Oct 08 Marshall Financial Group, LLC

$513.28M reported · 258 holdings listed · SEC ↗

Q3 2025
Oct 08 Asset Allocation Strategies LLC

$505.12M reported · 148 holdings listed · SEC ↗

Q3 2025
Oct 08 Balefire, LLC

$501.18M reported · 394 holdings listed · SEC ↗

Q3 2025
Oct 08 Cypress Point Wealth Management, LLC

$494.19M reported · 82 holdings listed · SEC ↗

Q3 2025
Oct 08 Wealth Group Ltd

$432.13M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 08 Ipswich Investment Management Co., Inc.

$428.15M reported · 185 holdings listed · 6 other managers included · SEC ↗

Q3 2025
Oct 08 Hilltop National Bank

$406.07M reported · 1,057 holdings listed · SEC ↗

Q3 2025
Oct 08 RDA Financial Network

$405.47M reported · 257 holdings listed · SEC ↗

Q3 2025
Oct 08 NatWest Group plc

$404.61M reported · 72 holdings listed · 1 other managers included · SEC ↗

Q3 2025
Oct 08 Leverty Financial Group, LLC

$385.23M reported · 44 holdings listed · SEC ↗

Q3 2025
Oct 08 New Capital Management LP

$382.66M reported · 54 holdings listed · SEC ↗

Q3 2025
Oct 08 Carr Financial Group Corp

$364.20M reported · 188 holdings listed · SEC ↗

Q3 2025
Oct 08 Keystone Financial Planning, Inc.

$344.12M reported · 46 holdings listed · SEC ↗

Q3 2025
Oct 08 Accel Wealth Management

$343.78M reported · 278 holdings listed · SEC ↗

Q3 2025
Oct 08 Congress Park Capital LLC

$321.75M reported · 125 holdings listed · SEC ↗

Q3 2025
Oct 08 Veracity Capital LLC

$313.55M reported · 242 holdings listed · SEC ↗

Q3 2025
Oct 08 Towne Trust Company, N.A

$309.54M reported · 337 holdings listed · SEC ↗

Q3 2025
Oct 08 Bennett Selby Investments Lp

$302.45M reported · 80 holdings listed · SEC ↗

Q3 2025
Oct 08 Rise Advisors, LLC

$278.82M reported · 1,527 holdings listed · SEC ↗

Q3 2025
Oct 08 Osprey Private Wealth LLC

$275.21M reported · 65 holdings listed · SEC ↗

Q3 2025
Oct 08 Sheets Smith Investment Management 2 reports combined

$268.07M reported · 208 holdings listed · SEC ↗

Oct 08–Oct 08
Oct 08 Trinity Wealth Management, LLC

$266.72M reported · 67 holdings listed · SEC ↗

Q3 2025
Oct 08 Agate Pass Investment Management, LLC

$262.83M reported · 103 holdings listed · SEC ↗

Q3 2025
Oct 08 Firethorn Wealth Partners, Llc

$255.68M reported · 191 holdings listed · SEC ↗

Q3 2025
Oct 08 Bluestem Financial Advisors, Llc

$255.54M reported · 29 holdings listed · SEC ↗

Q3 2025
Oct 08 Towerpoint Wealth, LLC

$244.40M reported · 87 holdings listed · SEC ↗

Q3 2025
Oct 08 Genesis Private Wealth, Llc

$237.97M reported · 158 holdings listed · SEC ↗

Q3 2025
← Previous Page 97 / 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