TradeAtlant is a financial research and market intelligence platform for tracking institutional
activity, insider transactions, and political activity — alongside stock charts, fundamentals, and
SEC filings in one workspace.
Who is TradeAtlant for?
Investors, researchers, analysts, traders, and anyone interested in understanding publicly disclosed
market activity.
Do I need an account to use TradeAtlant?
You can browse research views, signals, and public market data without signing in. Creating an
account unlocks a saved Watchlist and account settings (email verification, password reset, and
profile). Sign-in is free.
Is TradeAtlant free?
Yes — currently everything is free. Some features may move behind Premium in the future. See
Premium for more.
Data & Research
Where does TradeAtlant get its data?
TradeAtlant is built primarily on publicly available disclosures — including SEC filings such as
institutional Form 13F holdings, Form 4 insider transactions, company fundamentals from 10-K / 10-Q
(and related XBRL), and publicly reported congressional / political trading disclosures — plus market
price data used for charts and context. For a fuller list, see
Data Sources.
How often is the data updated?
Update cadence depends on the source. Market prices refresh more frequently during trading hours.
Insider (Form 4) and political disclosures are ingested on a recurring schedule as new filings appear.
Institutional 13F data follows the SEC reporting calendar and is updated as new quarterly filings are
published and processed. Exact pipelines and timing are described on
Methodology.
What are institutional transactions?
On TradeAtlant, “institutional” activity usually refers to holdings and changes reported by large
investment managers in SEC Form 13F filings — for example new positions, increased or reduced stakes,
or exits between reporting periods. These are delayed public disclosures of portfolio holdings, not
real-time trade tickets.
What are insider transactions?
Insider transactions are trades and related filings by company officers, directors, and certain
beneficial owners, typically reported on SEC Form 4. TradeAtlant surfaces open-market purchases and
sales and related research views so you can see who bought or sold and when.
What is political activity?
Political activity on TradeAtlant refers to publicly disclosed stock trades by members of Congress
and related disclosures (for example PTR / STOCK Act reporting). These are delayed public filings, not
live brokerage feeds.
How do you calculate changes in holdings?
Holding changes are derived by comparing reported positions across filing periods (for example share
counts or estimated values between consecutive 13F quarters). Labels such as new, increased, reduced,
or sold are based on those period-to-period comparisons. Step-by-step rules live on
Methodology.
Why might TradeAtlant's data differ from another website?
Sites may use different filing cutoffs, ticker mappings, share-class handling, amendment timing,
currency/unit conventions, or inclusion rules for certain instruments. TradeAtlant focuses on
publicly disclosed filings and its own normalization rules — so totals or “change” labels can differ
even when both sources are legitimate.
What happens when a filing is amended or corrected?
When an amended or corrected filing is ingested, TradeAtlant updates the relevant records to reflect
the latest disclosed information. Historical views may change after amendments land. Processing
details are covered in Methodology.
Watchlist & Accounts
How does my Watchlist work?
Your Watchlist is a personal list of tickers you want to follow. Add or remove symbols from the
Watchlist panel, then open any symbol for charts, ownership, insiders, signals, and filings. Signed-in
users keep a saved Watchlist tied to their account.
Can I use TradeAtlant without creating an account?
Yes. Much of the research experience is available without an account. An account is mainly for saving
your Watchlist and managing login settings.
What happens to my Watchlist when I create an account?
After you register and sign in, your Watchlist can be saved with your account so it is available the
next time you log in. If you browsed as a guest first, create an account when you are ready to keep
those symbols permanently.
How do I delete my account?
Contact us at Contact and request account deletion. We will process the request
and remove account data as described in our Privacy Policy.
How do I reset my password?
Use Forgot password on the login page. Enter the email on your account
and follow the reset link we send you.
How do I verify my email?
After you register, open the verification link sent to your inbox. If you need a new link, return to
the check-email / verification flow from registration or contact support via
Contact.
Financial Information
Is TradeAtlant financial advice?
No. TradeAtlant provides research tools and publicly available information for informational purposes
only. Nothing on the platform is personalized investment advice. See our
Disclaimer.
Should I make investment decisions based on TradeAtlant data?
You should not rely solely on TradeAtlant (or any single research tool) when making investment
decisions. Disclosures can be delayed, incomplete, or later amended. Always do your own research and,
if needed, consult a qualified professional.
Does TradeAtlant recommend stocks?
No. TradeAtlant does not recommend buying or selling any security. Screens, signals, and rankings are
research views over public data — not personalized recommendations.
Premium
What is TradeAtlant Premium?
Premium is our upcoming paid plan. Today the product is fully usable for free; Premium will unlock or
retain a subset of features once it launches. Details will be published on
Pricing when ready.
When will Premium launch?
Premium is coming soon. We have not announced a firm launch date yet — follow
Premium for updates.
Will the features currently available for free remain free?
Some features that are free today may become Premium features later. We are not implying those
capabilities are unfinished — they already exist; we may simply move some of them behind Premium over
time.
Support
Still have questions?
Can't find what you're looking for? Contact us and we'll be happy to help.
How TradeAtlant turns public filings and disclosures into the research views you see. For a shorter
overview, see the FAQ. For source lists, see Data Sources.
TradeAtlant aggregates and organizes publicly available financial and government disclosures to make
institutional, insider, and political activity easier to research — alongside charts, fundamentals, and
related SEC context in one workspace.
TradeAtlant does not create the underlying disclosures. We process, normalize, and
present information from public sources so filings can be compared across periods, filers, and tickers.
2. Data Sources
TradeAtlant is built on sources we actually ingest or display. The main categories are:
Institutional activity
SEC Form 13F filings (including 13F-HR and related amendments when ingested)
Institutional investment manager holdings reported in those filings
Related SEC submissions metadata used to discover and process filings
Insider activity
SEC Form 4 transaction filings (primary source for insider buys, sells, and other reported codes)
Forms 3 and 5 are part of the broader SEC beneficial-ownership reporting regime; TradeAtlant's
transaction research and signal views focus on Form 4 activity
Political activity
Official congressional financial disclosures (for example House PTR PDFs and Senate EFD reports)
Other applicable public government disclosure sources used by our politician ingest pipeline
Fundamentals & market context
Company financials from SEC Company Facts XBRL (for example metrics used in Filings → Fundamentals and
related tools)
Market context via TradingView for interactive charts
Reported institutional position values primarily come from Form 13F filings, not from inventing
real-time portfolio marks
A user-facing summary of sources also lives on Data Sources.
3. Institutional Holdings
Institutional holdings are derived from publicly filed Form 13F reports. TradeAtlant extracts reported
securities, share (or contract) quantities, and reported values, then normalizes them into a consistent
format so positions can be compared across reporting periods and managers.
From consecutive reporting periods we classify activity such as:
New positions — a security appears in the later period but not the prior period
Increased / add — shares held rise versus the prior period
Reduced / trim — shares held fall versus the prior period but remain above zero
Sold-out / exited — a prior position is no longer reported in the later period
We also surface fields commonly used in research views:
Shares held — reported position size for the period
Position value — reported filing value, normalized to USD where needed
Quarter-over-quarter changes — share and (when available) value deltas between periods
Sold-out detection depends on having comparable period coverage for a filer. Missing filings are not
treated as exits.
4. Insider Transactions
Insider transactions on TradeAtlant come primarily from SEC Form 4 filings. Each row includes transaction
codes and acquisition/disposition flags that describe what happened.
Other types — gifts, tax withholdings, and other Form 4 codes when present
Not every Form 4 row is a discretionary buy or sell. Awards, option exercises, gifts, and
share withholdings can appear in filings without representing an open-market trade. Research views and
signals that focus on “buying” or “selling” typically emphasize open-market codes P and
S unless a page explicitly includes other transaction types.
5. Political Activity
TradeAtlant uses publicly available financial disclosures to organize reported securities activity
associated with members of Congress and other covered political figures.
Where available, we capture and display:
Reported transactions (for example purchase / sale type)
Transaction date and filing / disclosure date
Security identification (name / ticker when provided)
Reported amount ranges
Amendments when a later disclosure replaces or updates earlier information
Political transactions are often reported as dollar ranges, not exact amounts.
TradeAtlant preserves the reported range (and derived min/max bounds). Some analytics may use a midpoint
estimate for ranking or aggregation — that estimate is derived from the disclosed range and is not an
exact trade size from a brokerage confirmation.
6. Normalization
Raw filings are not always clean or consistent across issuers, filers, and disclosure systems. TradeAtlant
may normalize fields such as:
Company names and ticker symbols
CUSIPs and other security identifiers
Security types (for example common stock vs options where distinguished)
Transaction types / codes
Dates (transaction, filing, period end)
Monetary values and share quantities (including 13F value unit handling)
Normalization exists to make different filings comparable in tables, charts, and change calculations. It
does not change the underlying public disclosure — it maps that disclosure into a consistent research
schema.
7. Change Calculations
When sufficient historical information is available, TradeAtlant calculates changes between reported
institutional positions to identify increases, decreases, new positions, and exits.
Shares change
Current shares − Previous shares
Shares percentage change
((Current shares − Previous shares) / Previous shares) × 100
If previous shares are missing or zero, percentage change is not shown.
Event labels such as new, add/trim, or sold-out are based on those period-to-period share comparisons (and
presence/absence of a position), not on live trading activity after the filing date.
8. Filing Dates vs. Transaction Dates
These dates are easy to confuse — especially for 13F research:
Transaction date
When the underlying activity occurred (used heavily for Form 4 and political disclosures).
Filing / disclosure date
When the report was submitted or published to the public source.
Reporting period
The period a filing represents (for example a 13F calendar quarter). A 13F can be published well after
the quarter ends.
Holdings shown for a quarter reflect what was reported for that period — not necessarily what a manager
holds today.
9. Amendments & Corrections
Public filings can be amended or corrected after their initial submission. When an amended filing is
available and processed by TradeAtlant, associated records may be updated to reflect the latest available
disclosure.
As a result, historical tables, ownership totals, and change labels can change after amendments are
ingested. Duplicate or previously seen filings are treated as no-ops where our ingest pipeline detects
them.
10. Data Limitations
Transparency matters. Please keep these limitations in mind:
Filings are reported after the underlying activity occurs.
Some disclosures provide estimated or ranged values, not exact amounts.
Public filings can contain errors or incomplete identification.
Data may be delayed by filing calendars, processing time, or source availability.
Security identification (ticker / CUSIP / name) can sometimes be ambiguous.
Historical information can change when filings are amended.
Reported holdings do not necessarily represent current holdings.
11. Updates
TradeAtlant monitors applicable public filings and updates datasets as new disclosures become available
and are processed. This is not a real-time brokerage feed.
In practice, scheduled jobs typically:
Refresh politician disclosures and Form 4 insider data on a recurring daily schedule, then warm related
research caches
Process institutional 13F filings during filing windows (and via dedicated 13F ingest jobs), then rebuild
ownership caches and institutional signal views
Ingest SEC fundamentals for tracked tickers on a recurring fundamentals job
Exact run times depend on deployment configuration. Charts and quote search refresh according to their
market-data providers when those integrations are enabled.
12. What TradeAtlant Doesn't Do
TradeAtlant organizes and analyzes publicly available information. The platform does not determine whether
a transaction is a good or bad investment, and the presence of an institutional, insider, or political
transaction should not be interpreted as a recommendation to buy or sell a security.
TradeAtlant uses publicly available data from the following sources. For how we process them, see
Methodology.
SEC
Institutional holdings and insider transaction filings.
U.S. House of Representatives
Financial disclosures relating to members of Congress.
TradingView
Stock prices and market information.
TradeAtlant processes and organizes data from these sources to make it easier to research. The original
source remains the authoritative source.
Company
TradeAtlant
Financial research & market intelligence.
TradeAtlant makes it easier to research institutional, insider, and political activity by bringing
publicly available information together in one place.
What we do
We organize financial and public disclosure data into tools that help users explore market activity,
discover companies, and conduct their own research.
Our approach
Simple. Transparent. Data-driven.
We publish our underlying data sources and
methodology so you can see where information comes from and how it is processed.
Company
Contact
Have a question, found an issue, or want to get in touch?
Email us at
contact@tradeatlant.com.
We use one inbox for general inquiries, data issues, and privacy requests.
Legal
Cookie Policy
Last updated: September 3, 2026
1. What are cookies?
Cookies are small text files that are stored on your device when you visit a website. They can help
websites remember information, maintain sessions, and provide essential functionality.
2. How TradeAtlant uses cookies
TradeAtlant currently uses cookies and similar technologies primarily to provide and secure essential
website functionality.
These may include cookies used for:
User authentication and login sessions
Maintaining your session while using TradeAtlant
Security and preventing unauthorized access
Remembering necessary settings and preferences
Providing core website functionality
These cookies are necessary for the operation of the service and cannot generally be disabled without
affecting features such as logging in and using your account.
3. Analytics and advertising
TradeAtlant does not currently use cookies for advertising or personalized marketing.
If we introduce analytics, advertising, or other non-essential tracking technologies in the future, this
Cookie Policy will be updated accordingly. Where required by applicable law, we will request your consent
before using such technologies.
4. Third-party services
TradeAtlant may use third-party services that are necessary to operate the website. Where such services
use cookies or similar technologies, the relevant information will be reflected in this policy.
Our current use of third-party services is described in our
Privacy Policy.
5. Managing cookies
You can configure your browser to block or delete cookies. However, disabling necessary cookies may
prevent parts of TradeAtlant, including login and account functionality, from working correctly.
6. Changes to this Cookie Policy
We may update this Cookie Policy if our use of cookies or similar technologies changes or if required
by applicable law.
The latest version will always be published on this page together with the date of the most recent
update.
7. Contact
If you have questions about our use of cookies, please contact us at:
TradeAtlant (“we”, “us”, “our”) operates the website tradeatlant.com and related services (the
“Service”). This Privacy Policy explains how we collect, use, store, and protect personal information when
you visit or use TradeAtlant.
By using the Service, you acknowledge that you have read this Privacy Policy. If you do not agree, please
do not use the Service.
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The operator of TradeAtlant is responsible for processing personal data described in this policy. For
privacy-related questions or requests, contact us at
contact@tradeatlant.com.
3. Information we collect
Account information
If you create an account, we may collect:
Name
Email address
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When you use TradeAtlant, we may automatically collect information such as:
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If you contact us, we process the information you provide (such as your name, email address, and message
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Public market data
TradeAtlant displays publicly available financial and government disclosure data (for example SEC filings,
congressional disclosures, and market quotes). That information originates from public sources and is not
personal data about you unless you appear in such public records in your own capacity.
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We use personal information to:
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We do not sell your personal information. We do not use your account data to provide personalized
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Where applicable law requires a legal basis, we rely on:
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We use cookies and similar technologies for essential functionality such as login sessions and security.
For details, see our Cookie Policy.
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We may share information with:
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TradeAtlant integrates third-party data and tools where needed to provide research features (for example
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Data Sources page.
We require service providers to handle personal data only as needed to perform their services for us.
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We retain personal information for as long as needed to provide the Service, comply with legal obligations,
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We use reasonable technical and organizational measures to protect personal information. No method of
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Depending on your location, you may have rights to:
Access the personal information we hold about you
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To exercise these rights, contact
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11. International transfers
Your information may be processed in countries other than your own, including where our service providers
operate. Where required, we use appropriate safeguards for cross-border transfers.
12. Children
TradeAtlant is not directed at children under 16, and we do not knowingly collect personal information from
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13. Changes
We may update this Privacy Policy from time to time. The latest version will be posted on this page with an
updated date. Material changes may also be communicated where appropriate.
These Terms of Service (“Terms”) govern your access to and use of TradeAtlant, including tradeatlant.com
and related services (the “Service”), operated by TradeAtlant (“we”, “us”, “our”).
By accessing or using the Service, you agree to these Terms and our
Privacy Policy. If you do not agree, do not use the Service.
2. The Service
TradeAtlant is a financial research and market intelligence platform. We organize and present publicly
available information — including institutional holdings, insider transactions, political disclosures, SEC
filings, fundamentals, and related research views — to help users conduct their own research.
We may add, change, or remove features at any time. Some features may require an account; some may become
part of a paid Premium plan in the future.
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You must be at least 16 years old and able to form a binding contract to use the Service. You are
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The Service, including its design, software, branding, and original content, is owned by TradeAtlant or its
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Public disclosure data displayed on TradeAtlant remains subject to the terms of its original sources. We
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The Service may include data, tools, or links from third parties. We do not control and are not responsible
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TradeAtlant provides information and research tools only. Nothing on the Service constitutes investment,
legal, tax, or other professional advice, nor a recommendation to buy or sell any security. See our
Disclaimer.
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These Terms are governed by the laws applicable to the operator of TradeAtlant, without regard to conflict
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TradeAtlant provides financial research tools and publicly available information for informational and
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financial advice, trading advice, legal advice, tax advice, or any other form of professional recommendation.
TradeAtlant does not recommend that you buy, sell, or hold any security, nor does it take into account your
personal financial situation, objectives, or risk tolerance.
2. No client relationship
Use of TradeAtlant does not create a fiduciary, advisory, broker-dealer, or client relationship between you
and TradeAtlant. You are solely responsible for your investment and financial decisions.
3. Data accuracy and completeness
TradeAtlant aggregates data from public sources such as SEC filings, government disclosures, and market data
providers. While we aim to present information clearly and consistently, we do not guarantee that any data
is complete, current, accurate, or free from errors.
In particular:
Filings may be delayed, amended, corrected, or restated after initial publication
Different sources may classify, normalize, or report the same event differently
Charts, quotes, and fundamentals may be delayed or subject to provider limitations
Signals, rankings, and screens are derived views — not statements of fact about future performance
You should verify important information using primary source documents before relying on it. See our
Methodology and Data Sources pages for how we
process information.
4. No guarantee of results
Past institutional, insider, or political activity does not predict future results. Historical patterns,
screens, and signals shown on TradeAtlant may not repeat and should not be interpreted as forecasts or
endorsements.
5. Investment risk
Investing in securities involves risk, including the possible loss of principal. You should conduct your own
research and consult qualified professionals before making financial decisions.
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disclosure data displayed on the platform remains subject to the terms of its original sources.
Last updated: September 3, 2026
US equities research
Stocks and the institutions behind them.
Charts, fundamentals, insider trades, Congress disclosures, Signals, and SEC filings —
in one workspace.
Ownership, Signals, and Insiders in one place — switch views without leaving the stock.
Filer
Type
Value
Change
Vanguard Group Inc
Asset manager
$14.2B
+4.6%
FMR LLC
Asset manager
$6.1B
new
Renaissance Technologies
Quant
$890M
−12.4%
T. Rowe Price
Asset manager
$1.4B
+8.0%
NVDA · Triple Signal
Institutions + insiders + Congress buying · 180d
Aligned
UNH · Double Signal
13F accumulation and open-market Form 4 purchases
Double
AVGO · Smart money
Conviction score when institutions, insiders, and Congress align
100
Insider
Role
Type
Value
C. Officer
CEO
Open-market P
$2.4M
J. Director
Director
Open-market P
$410K
A. Officer
CFO
Open-market S
$1.1M
13F filings
See who actually owns the stock.
Tracked institutions, quarter-over-quarter activity, new positions, and complete
exits — from the same 13F universe you research in Institutions.
Holdings, new buys, and fully sold names
Ownership movers and holder overlap
Fund performance rankings from reported 13Fs
New 13F entry
Fund
Value
CRWD
Top 10 · 1Y
$186M
CEG
Top 10 · 1Y
$94M
VRT
Top 10 · 1Y
$61M
Double Signal
Institutions + insider purchases
1,280
Triple Signal
Plus politician buys in-window
51
Conflict
When the books disagree
558
Signals
Alignment is the product.
Smart Money, Double and Triple Signal, Hidden Gems, Conviction Score, and
Institutional Discovery — screens computed from the filings, not a news headline.
Open-market Form 4 P/S only — not awards or exercises
House and Senate PTR buys in the same window
Conflict signals when institutions and insiders diverge
Form 4 & PTR
Insiders and Congress, in the same tape.
Cluster buying, conviction buys, repeat buyers, heavy selling, and disclosed
House and Senate trades — linked back to the ticker you already have open.
Source
Name
Side
Ticker
Form 4
CEO
Buy
UNH
Senate PTR
Disclosed filer
Buy
NVDA
Form 4
CFO
Sell
META
How it works
Three steps. Same workspace.
1
Search a ticker
Use the top bar to open any US name. Chart, fundamentals, and filings load in one place.
2
Open the activity tabs
Switch between Ownership, Insiders, and Congress Activity without leaving the stock page.
3
Act on alignment
Use Signals screens when institutions, insiders, and Congress move together.
In the product
Screens and tools, not a feed.
The same boxes you open from Signals and Tools.
Open the workspace.
Start with a ticker, a fund, or a signal. Everything else is one tab away.
Holdings from SEC 13F filings. Insider trades from Form 4. Congress trades from House and Senate
periodic transaction reports. Market data from SEC filings and TradingView.
Stocks
Search US equities, browse the S&P 500, explore fundamentals leaders, and see where institutions and executives are accumulating shares.
Browse by Strategy
Featured collections
S&P 500
Pick a collection or search to browse stocks.
No stocks match the current filters.
Recently Active
A unified filing feed of insider Form 4 and politician disclosures.
Loading recent filing activity…
Most Accumulated
Stocks ranked by net buying from institutional 13F, insider Form 4, and politician filings — not price performance.
Top accumulated stock—
Stocks ranked—
Total net bought value—
Avg. independent buyers—
Computing accumulation scores from filings…
Ownership Movers
Biggest quarter-over-quarter institutional ownership % movers from tracked 13F holders.
Top increase—
Top decrease—
Stocks compared—
Average change—
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Holder Overlap
Stocks also owned by the institutional holders of a selected ticker — plus insider and politician buyers.
Selected stock—
13F quarter—
Institutional holders—
Overlap stocks—
Computing holder overlap from 13F filings…
Holders also own
Rank
Stock
Overlap count
Overlap %
Weighted score
Conviction score
Institutions holding this stock
Institution
Type
Shares
Value
Weight
Insiders who bought
Insider
Title
Date
Value
Politicians who bought
Politician
Chamber
Date
Est. value
Ownership History
Historical ownership rankings from 13F filings — expansion, adoption, early discovery, and decliners.
Fastest ownership growth—
Biggest holder increase—
Biggest institutional declines—
New institutional discoveries—
Computing ownership history…
Stock Comparison
Side-by-side filing comparison — 13F ownership, Form 4 insider activity, congressional disclosures, and existing signals.
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VS
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Comparison summary
Institutional activity
Metric
Stock A
Stock B
Insider activity
Metric
Stock A
Stock B
Politician activity
Metric
Stock A
Stock B
Signals
Signal
Stock A
Stock B
Shared ownership
Activity timeline
Date
Stock A
Stock B
Screener
Filter the entire universe by insider, politician, institutional, and fundamental criteria.
Results
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Ticker
Company
Sector
Revenue
FCF
Insider net
Inst. holders
Congress net
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Ownership intelligence
Smart money conviction
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Insider cluster score
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Metrics
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Signals
Select a stock to compute signals.
Signal score
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SEC Company Facts
Top signals
Top bullish signals
Top bearish signals
Category scores
SEC Company Facts
Institutional ownership
Institutional activity
Quarter-over-quarter changes
Biggest buyers
Top 5 by shares added vs prior quarter (existing positions)
Biggest sellers
Top 5 by shares sold vs prior quarter (still held)
Exits
Funds that filed this quarter and fully sold the stock (not merely late filers)
New positions
Funds that opened a brand-new position this quarter
Institutional options
13F call & put positions
Options bias
(calls − puts) ÷ (calls + puts)
Metric
Value
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Weighted bias
(common + 0.7×calls − 0.7×puts) ÷ total
Metric
Value
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Calls & puts by fund
Top 5 by total exposure · per-fund weighted bias (common + 0.7×calls − 0.7×puts) ÷ total
Fund
Contracts
Common
Calls
Puts
Bias
Insider activity
SEC Form 4 transactions
Cluster score—Alert
Insider
Role
Code
Signal
Shares
Price
Value
Date
Select a stock to load insider transactions.
Congress activity
Politician
Chamber
Date
Amount
Select a stock to load congressional purchases.
SEC EDGAR filings
data.sec.gov submissions (recent)
Form
Filing date
Description
Accession
10-K filings
Form
Filing date
Report date
Description
8-K Item 2.02 earnings releases
Filing date
Items
Revenue
Net income
EPS (dil.)
Source
Fundamentals
SEC Company Facts · XBRL
Sector
SIC classification from SEC company submissions
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Income statement
Latest values from 10-K (FY) or 10-Q (Q1–Q3)
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Balance sheet
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Cash flow
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Derived metrics
Margins, free cash flow, and YoY growth
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Annual periods (10-K)
FY
Period
Period end
Revenue
Op. income
Net income
EPS (dil.)
Assets
Rev YoY
Quarterly periods (10-Q)
FY
Period
Period end
Revenue
Op. income
Net income
EPS (dil.)
Assets
Rev YoY
13F-implied performance rankings
Portfolio returns from reconstructed 13F holdings
Computing institutional performance…
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Institution
Type
Quarter
Return
Consistency
Ann. volatility
Performance
Ranked by change in reported 13F portfolio value
This ranking reflects changes in the reported value of an institution's disclosed 13F portfolio between filing periods. It is not the institution's actual investment return.
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Rank
Institution
Latest Filing Date
Most Accumulated Stocks
Shows which stocks institutions have accumulated the most over the selected period.
Most accumulated stock—
Total institutions buying—
Total net shares added—
Average % increase—
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New Institutional Positions
Stocks that institutions opened as brand-new positions in their most recent 13F filing.
Total new positions—
Institutions reporting—
Unique stocks—
Total reported value—
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Filing quarter
Shares
Previous position
Completely Sold Positions
Stocks fully exited across tracked institutions, ranked by aggregated prior 13F value.
Stocks fully exited—
Institutions reporting exits—
Total exit events—
Total prior value exited—
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Status
Notable Investors
Well-known investors and the 13F filers behind their public equity portfolios.
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Institution Comparison
Compare the latest reported holdings of two institutional investors.
Select two institutions to compare their latest 13F filings.
Comparing portfolios…
Institution A
Total portfolio value—
Holdings—
Largest holding—
Top sector—
Institution B
Total portfolio value—
Holdings—
Largest holding—
Top sector—
Shared holdings—
Unique to A—
Unique to B—
Portfolio similarity—
Weighted similarity—
Institution A — Top 25
Institution B — Top 25
Stock
Ticker
Position value
Portfolio weight
Shares
Filing quarter
Stock
Ticker
Position value
Portfolio weight
Shares
Filing quarter
Institution A
Institution B
Institutions
Explore institutional investors, 13F filings, portfolio activity, and historical holdings.
Browse by Strategy
Institution Directory
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Institutional filer
Holdings
Top positions by reported value
Portfolio mix
Ticker
Stock
Activity
Quarter-over-quarter changes
Biggest adds
Existing positions with more shares; ranked by value of shares added (at quarter-end price)
Biggest trims
Existing positions with fewer shares (still held); ranked by value of shares reduced
Exits
Positions held last quarter that are fully sold (current shares = 0)
New positions
Positions not held in the prior quarter
All changes
Every position with a quarter-over-quarter share change
Options
13F call & put positions
Options bias
(calls − puts) ÷ (calls + puts)
Metric
Value
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Weighted bias
(common + 0.7×calls − 0.7×puts) ÷ total
Metric
Value
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Calls & puts by stock
Top 5 by total exposure · per-stock weighted bias (common + 0.7×calls − 0.7×puts) ÷ total
Performance
Reported 13F portfolio value changes
This reflects changes in the reported value of the institution's disclosed 13F portfolio between filing periods. It is not the institution's actual investment return.
Quarter
Portfolio value
QoQ $
QoQ %
Holdings
Filing date
Filings
13F filings on record
Quarter
Filing date
Form
Positions
Reported value
Insider clusters
Executive cluster buying — multiple insiders purchasing within a rolling window.
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Ticker
Score
Strength
Buyers
CEO
Buy value
Signal
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Conviction Buys
Open-market Form 4 purchases ranked by conviction — size, ownership increase, role, and repeat buying.
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Highest conviction—
Avg conviction score—
High conviction buys—
Capital deployed—
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#
Insider
Role
Label
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Repeat Buyers
Insiders who repeatedly buy open-market shares of the same company — streaks, frequency, and capital deployed.
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Active repeat buyers—
Longest purchase streak—
Largest total investment—
Avg repeat score—
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Insider
Role
Classification
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Insider Sentiment
Stock-level open-market Form 4 buying vs selling — net flow, buyer ratio, and sentiment score (−100 to +100).
Most bullish stocks—
Most bearish stocks—
Net insider buying—
Avg sentiment score—
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Stock sentiment rankings
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Buyers
Sellers
Classification
Loading insider sentiment…
First-Time Buyers
Insiders making a first open-market buy — or returning after years with no purchases.
First-ever buyers—
Avg years since last buy—
Highest conviction return—
Total capital invested—
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First-time & long-gap purchases
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#
Insider
Role
Previous buy
Classification
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Heavy Selling
Stocks with significant open-market Form 4 selling — clusters, executives, and large sales.
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Largest insider sale—
Cluster selling events—
Executive sellers—
Total insider selling—
Loading heavy selling…
#
Shares sold
Classification
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Recent insider trades
SEC Form 4 open-market and administrative insider transactions across ingested issuers.
Browse by Strategy
No insider trades in the database yet. Run npm run db:ingest-insider-form4 -- TICKER or bulk ingest to load Form 4 data.
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Insider
Stock
Type
Date
Amount
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Most Accumulated Stocks
Stocks with the largest net congressional buying over the selected period.
Most accumulated stock—
Total politicians buying—
Total net amount—
Average % increase—
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Largest Portfolios
Politicians ranked by net disclosed portfolio flow (purchases minus sales).
Loading portfolio rankings…
Repeat Buyers
Politicians repeatedly purchasing the same stock across congressional disclosures.
Active repeat buyers—
Longest purchase streak—
Largest estimated investment—
Average repeat buyer score—
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#
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First-Time Buyers
First recorded purchases and returning buys after a multi-year gap — raw disclosure data, no scores.
First recorded buyers—
Returning buyers (3+ years)—
Avg years since previous buy—
Total estimated purchases—
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Heavy Selling
Stocks with significant sell disclosures from members of Congress — factual counts and estimated values only, no proprietary scores.
Largest estimated sale—
Stocks with multiple sellers—
Active politician sellers—
Total estimated value sold—
Computing heavy selling from disclosures…
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Politician Sector Exposure
Explore which sectors members of Congress are investing in based on publicly disclosed trades.
Total trades—
Total politicians—
Sectors—
Most traded sector—
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Sector allocation
Buy vs sell by sector
Monthly sector activity
Sector
Monthly activity
Politicians trading this sector
Politician
Trades
Buys
Sells
Net
Most traded stocks
Stock
Trades
Est. value
Largest purchases
Politician
Stock
Amount
Date
Largest sales
Politician
Stock
Amount
Date
Recent disclosures
Politician
Stock
Type
Amount
Date
Politicians
Congressional stock trading disclosures, periodic transaction reports, and position history.
No filings loaded yet. Run npm run politicians:fetch-recent to pull the latest House and Senate PTRs.
Loading congressional trades…
No trades match the current filter.
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Sector exposure
Sector allocation
Purchase vs sale
Sector activity over time
Signals
Screens built from 13F filings, Form 4 insider trades, and congressional disclosures.
Smart money
Conviction scores when institutions, insiders, and Congress align on direction.
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#
Ticker
Score
Institutional
Insider
Congress
Alignment
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New entries from top institutions
New 13F positions opened by the top 10 institutions on rolling 1-year performance. Select a fund to see its new buys.
Top institutions
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New positions
Select a fund
Ticker
Issuer
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Double Signal
Stocks with both institutional buying and insider buying.
Total Double Signals—
Unique Stocks—
Institutions Involved—
Insider Purchases—
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Double signals
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Institutional and insider buying activity within the selected window.
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Institution activity
Institution
Type
Position value
Shares change
Filing date
Insider activity
Insider
Role
Purchase value
Shares
Date
Timeline
Triple Signal
Stocks with institutional buying, insider buying, and politician buying.
Total Triple Signals—
Unique Stocks—
Institutions Involved—
Insider Purchases—
Politicians Buying—
Loading triple signals…
Triple signals
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Loading triple signals…
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Institutional, insider, and politician buying activity within the selected window.
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Institution activity
Institution
Type
Position value
Shares change
Filing date
Insider activity
Insider
Role
Purchase value
Shares
Date
Politician activity
Politician
Party
Chamber
Est. purchase
Date
Timeline
Conflict Signals
Stocks where institutions and insiders disagree — accumulation vs selling, and the reverse.
Conflicts—
Inst. buying / Insiders selling—
Inst. selling / Insiders buying—
Double conviction—
Computing conflict signals…
Conflict signals
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Hidden Gems
Low institutional ownership names being accumulated aggressively before they become consensus.
Gems—
Hidden Gem—
Strong Accumulation—
Institutional Discovery—
Computing hidden gems…
Hidden gems
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Conviction Score
How strongly do the institutions that own each stock believe in it? Proprietary 0–100 score from 13F portfolio weights, breadth, accumulation, and persistence.
Highest Conviction—
Average Conviction—
High Conviction Stocks—
Exceptional Conviction—
Comparison
Score · median weight · >2% holders · accumulation
Ticker
Conviction
Median weight
>2% holders
Accumulation
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Institutional conviction
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Rank
Loading conviction scores…
Institutional Discovery
Which stocks are institutions just starting to discover? Adoption-focused 0–100 score from 13F holder growth — not dollars invested.
New Institutional Discoveries—
New Institutional Positions—
Fastest Holder Growth—
Longest Adoption Streak—
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Institutional adoption
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Rank
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Tools
Research utilities built on SEC filing data — valuation, comparison, and scenario analysis.
DCF Calculator
Theoretical intrinsic value from projected free cash flow. Filing inputs are editable; assumptions drive the model.
DCF valuation is an estimate based on user-selected assumptions and is not investment advice.
Bear / Base / Bull cases use constant FCF growth with their own WACC and terminal growth. Not predictions.
Case
FCF growth %
WACC %
Terminal growth %
Bear Case
Base Case
Bull Case
WACC Calculator
Estimate weighted average cost of capital using filing-derived debt, tax rate, and market-based equity assumptions.
WACC (Weighted Average Cost of Capital) estimates the average return required by a company's shareholders and lenders. In a DCF, it is used as the discount rate for future cash flows.
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Financial inputs
Cost of equity
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Cost of debt
%
Higher WACC → lower DCF valuation
Lower WACC → higher DCF valuation
EPV Calculator
Earnings Power Value capitalizes normalized sustainable earnings — no assumed future growth.
EPV estimates the value of a company based on sustainable normalized earnings without assuming future growth.
Bear / Base / Bull vary normalized margin and WACC only — no growth forecasts.
Case
Normalized margin %
WACC %
Bear Case
Base Case
Bull Case
Enterprise Value Calculator
Market capitalization plus debt, minus cash — the value of the operating business.
Enterprise Value represents the value of the operating business, taking both debt and cash into account.
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Financial inputs
P/E Valuation Calculator
Implied share price from diluted EPS × a selected P/E multiple.
P/E valuation estimates a company's implied share price by applying a selected earnings multiple to earnings per share.
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Financial inputs
Target P/E multiple
x
Scenario multiples
Case
P/E multiple
Bear Case
Base Case
Bull Case
EV/EBITDA Valuation Calculator
Implied equity value from EBITDA × an EV/EBITDA multiple, adjusted for debt and cash.
EV/EBITDA valuation estimates enterprise value by applying a selected multiple to EBITDA, then adjusts for debt and cash to derive equity value.
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Financial inputs
Target EV/EBITDA multiple
x
Scenario multiples
Case
EV/EBITDA
Bear Case
Base Case
Bull Case
FCF Yield Calculator
Free cash flow relative to market capitalization and enterprise value.
FCF Yield measures the free cash flow generated relative to a company's market value. Higher FCF yield generally means more cash generation relative to the valuation.
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Financial inputs
Find Similar Stocks
Stocks with the most similar filing profile — institutional holders, activity, insiders, politicians, and signals.
Similarity uses existing 13F, insider, politician, and signal data. It does not use price history, fundamentals multiples, or analyst ratings.
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Results
Search for a stock to find similar filing profiles.