Healthcare · Medicinal Chemicals & Botanical Products
Institutional ownership and 13F holdings context for Cresco Labs Inc. (CRLBF) on InvestAtlant.
| Institution | Shares | Value | % Outstanding |
|---|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 6,255,958 | $4.00M | — |
| ALBERT D MASON INC | 87,195 | $55.7K | — |
| Ascentis Independent Advisors | 800 | $510 | — |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 725 | $463 | — |
| MassMutual Private Wealth & Trust, FSB | 200 | 28 | — |
Investatlant
Welcome back
Access your research workspace with your email and password.
Get started
Join InvestAtlant on the free plan. Upgrade to premium later when you’re ready.
Almost there
We’ve sent a verification link to your inbox. Please verify your email address to continue.
Account recovery
Enter your email and we’ll send a reset link if an account exists.
Account recovery
Pick a strong password you haven’t used here before.
Admin
Search accounts, grant or revoke Premium, or delete probe / unwanted Free accounts. Stripe purchases still unlock Premium automatically on the buyer’s account. Admin accounts can’t be deleted here.
Loading users…
| Name | Role | Plan | Status |
|---|
Resources
Simple answers about InvestAtlant, our data, accounts, and Premium. For deeper calculation detail, see Methodology and Data Sources.
InvestAtlant surfaces publicly disclosed trades and the research behind them, helping you see what institutions and insiders are buying or selling, which securities they are moving into, and when. The platform also tracks publicly disclosed stock trades by members of Congress, including transactions reported through Periodic Transaction Reports (PTRs) under the STOCK Act — alongside stock charts, fundamentals, and SEC filings in one workspace.
Investors, researchers, analysts, traders, and anyone interested in understanding publicly disclosed market activity.
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.
Yes — currently everything is free. Some features may move behind Premium in the future. See Premium for more.
InvestAtlant 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.
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.
On InvestAtlant, “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.
Insider transactions are trades and related filings by company officers, directors, and certain beneficial owners, typically reported on SEC Form 4. InvestAtlant surfaces publicly disclosed trades and the research behind them, helping you see what insiders are buying or selling, which securities they are moving into, and when.
The platform tracks publicly disclosed stock trades by members of Congress, including transactions reported through Periodic Transaction Reports (PTRs) under the STOCK Act. These are delayed public filings, not live brokerage feeds.
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.
Sites may use different filing cutoffs, ticker mappings, share-class handling, amendment timing, currency/unit conventions, or inclusion rules for certain instruments. InvestAtlant focuses on publicly disclosed filings and its own normalization rules — so totals or “change” labels can differ even when both sources are legitimate.
When an amended or corrected filing is ingested, InvestAtlant updates the relevant records to reflect the latest disclosed information. Historical views may change after amendments land. Processing details are covered in Methodology.
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.
Yes. Much of the research experience is available without an account. An account is mainly for saving your Watchlist and managing login settings.
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.
Contact us at Contact and request account deletion. We will process the request and remove account data as described in our Privacy Policy.
Use Forgot password on the login page. Enter the email on your account and follow the reset link we send you.
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.
No. InvestAtlant provides research tools and publicly available information for informational purposes only. Nothing on the platform is personalized investment advice. See our Disclaimer.
You should not rely solely on InvestAtlant (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.
No. InvestAtlant does not recommend buying or selling any security. Screens, signals, and rankings are research views over public data — not personalized recommendations.
Can't find what you're looking for? Contact us and we'll be happy to help.
Contact SupportResources
How InvestAtlant turns public filings and disclosures into the research views you see. For a shorter overview, see the FAQ. For source lists, see Data Sources.
InvestAtlant 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.
InvestAtlant 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.
InvestAtlant is built on sources we actually ingest or display. The main categories are:
A user-facing summary of sources also lives on Data Sources.
Institutional holdings are derived from publicly filed Form 13F reports. InvestAtlant 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:
We also surface fields commonly used in research views:
Sold-out detection depends on having comparable period coverage for a filer. Missing filings are not treated as exits.
Insider transactions on InvestAtlant come primarily from SEC Form 4 filings. Each row includes transaction codes and acquisition/disposition flags that describe what happened.
Common classifications include:
P)S)MA
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.
InvestAtlant 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:
Political transactions are often reported as dollar ranges, not exact amounts. InvestAtlant 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.
Raw filings are not always clean or consistent across issuers, filers, and disclosure systems. InvestAtlant may normalize fields such as:
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.
When sufficient historical information is available, InvestAtlant calculates changes between reported institutional positions to identify increases, decreases, new positions, and exits.
Current shares − Previous shares((Current shares − Previous shares) / Previous shares) × 100
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.
These dates are easy to confuse — especially for 13F research:
Holdings shown for a quarter reflect what was reported for that period — not necessarily what a manager holds today.
Public filings can be amended or corrected after their initial submission. When an amended filing is available and processed by InvestAtlant, 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.
Transparency matters. Please keep these limitations in mind:
InvestAtlant 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:
Exact run times depend on deployment configuration. Charts and quote search refresh according to their market-data providers when those integrations are enabled.
InvestAtlant 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.
For the full legal wording, see our Disclaimer.
Resources
InvestAtlant uses publicly available data from the following sources. For how we process them, see Methodology.
Institutional holdings and insider transaction filings.
Financial disclosures relating to members of Congress.
Stock prices and market information.
Company
Financial research & market intelligence.
InvestAtlant makes it easier to research institutional, insider, and political activity by bringing publicly available information together in one place.
We organize financial and public disclosure data into tools that help users explore market activity, discover companies, and conduct their own research.
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
Have a question, found an issue, or want to get in touch?
Use the form below to reach us, or email contact@investatlant.com directly. We use one inbox for general inquiries, data issues, and privacy requests.
Legal
Last updated: September 3, 2026
InvestAtlant (“we”, “us”, “our”) operates the website investatlant.com and related services (the “Service”). This Privacy Policy explains how we collect, use, store, and protect personal information when you visit or use InvestAtlant.
By using the Service, you acknowledge that you have read this Privacy Policy. If you do not agree, please do not use the Service.
The operator of InvestAtlant is responsible for processing personal data described in this policy. For privacy-related questions or requests, contact us at contact@investatlant.com.
If you create an account, we may collect:
When you use InvestAtlant, we may automatically collect information such as:
If you contact us, we process the information you provide (such as your name, email address, and message content) so we can respond.
InvestAtlant 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.
We use personal information to:
We do not sell your personal information. We do not use your account data to provide personalized investment advice.
Where applicable law requires a legal basis, we rely on:
We use cookies and similar technologies for essential functionality such as login sessions and security. For details, see our Cookie Policy.
We may share information with:
InvestAtlant integrates third-party data and tools where needed to provide research features (for example market charting or quote search). Those providers may process technical information according to their own policies when their services are loaded or used. See also our Data Sources page.
We require service providers to handle personal data only as needed to perform their services for us.
We retain personal information for as long as needed to provide the Service, comply with legal obligations, resolve disputes, and enforce agreements. Account data is generally kept while your account is active and for a reasonable period afterward unless deletion is requested or required.
We use reasonable technical and organizational measures to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Depending on your location, you may have rights to:
To exercise these rights, contact contact@investatlant.com. You may also delete your account through the account settings flow or by contacting us as described in our FAQ.
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.
InvestAtlant is not directed at children under 16, and we do not knowingly collect personal information from children. If you believe a child has provided us personal data, please contact us.
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.
Privacy questions or requests:
Legal
Last updated: September 3, 2026
These Terms of Service (“Terms”) govern your access to and use of InvestAtlant, including investatlant.com and related services (the “Service”), operated by InvestAtlant (“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.
InvestAtlant 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.
You must be at least 16 years old and able to form a binding contract to use the Service. You are responsible for ensuring that your use complies with applicable laws in your jurisdiction.
If you create an account, you agree to:
We may suspend or terminate accounts that violate these Terms, pose a security risk, or are inactive for an extended period where permitted by law.
You agree not to:
Automated access may be restricted to protect service stability and comply with upstream data provider requirements.
The Service, including its design, software, branding, and original content, is owned by InvestAtlant or its licensors and protected by applicable intellectual property laws.
Public disclosure data displayed on InvestAtlant remains subject to the terms of its original sources. We grant you a limited, non-exclusive, non-transferable license to access and use the Service for personal or internal business research in accordance with these Terms.
The Service may include data, tools, or links from third parties. We do not control and are not responsible for third-party content or services. Your use of third-party services may be subject to their separate terms.
InvestAtlant 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.
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, COMPLETE, OR ACCURATE.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, INVESTATLANT AND ITS OPERATORS, DIRECTORS, EMPLOYEES, AND SUPPLIERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, DATA, GOODWILL, OR OTHER INTANGIBLE LOSSES, ARISING FROM YOUR USE OF OR INABILITY TO USE THE SERVICE.
OUR TOTAL LIABILITY FOR ANY CLAIM RELATING TO THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID US IN THE TWELVE MONTHS BEFORE THE CLAIM OR (B) EUR 100, EXCEPT WHERE LIABILITY CANNOT BE LIMITED BY APPLICABLE LAW.
You agree to indemnify and hold harmless InvestAtlant from claims, damages, losses, and expenses (including reasonable legal fees) arising from your misuse of the Service or violation of these Terms, except to the extent caused by our intentional misconduct or where prohibited by law.
You may stop using the Service at any time. We may suspend or terminate access if you breach these Terms or if we discontinue the Service. Provisions that by nature should survive termination will remain in effect.
We may update these Terms from time to time. Continued use after changes take effect constitutes acceptance of the updated Terms, except where applicable law requires otherwise.
These Terms are governed by the laws applicable to the operator of InvestAtlant, without regard to conflict of law principles. Mandatory consumer protection laws in your country of residence may still apply.
Questions about these Terms:
Legal
Last updated: September 3, 2026
InvestAtlant provides financial research tools and publicly available information for informational and educational purposes only. Nothing on investatlant.com or related services constitutes investment advice, financial advice, trading advice, legal advice, tax advice, or any other form of professional recommendation.
InvestAtlant 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.
Use of InvestAtlant does not create a fiduciary, advisory, broker-dealer, or client relationship between you and InvestAtlant. You are solely responsible for your investment and financial decisions.
InvestAtlant 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:
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.
Past institutional, insider, or political activity does not predict future results. Historical patterns, screens, and signals shown on InvestAtlant may not repeat and should not be interpreted as forecasts or endorsements.
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.
InvestAtlant may display or link to third-party content, tools, or websites. We do not control and are not responsible for third-party information, availability, or policies.
To the fullest extent permitted by law, InvestAtlant and its operators will not be liable for any loss or damage arising from reliance on information available through the Service, including trading losses or missed opportunities. Your use of the Service is at your own risk.
We may update this Disclaimer from time to time. The latest version will be published on this page with an updated date.
Questions about this Disclaimer:
Legal
Last updated: September 3, 2026
Information pursuant to § 5 TMG and § 18 Abs. 2 MStV:
InvestAtlant
Financial research & market intelligence
Website: investatlant.com
A full postal address for the operator is available on request at contact@investatlant.com.
Email: contact@investatlant.com
General inquiries, support, and legal notices: Contact page
Responsible for editorial content according to § 18 Abs. 2 MStV: the operator of InvestAtlant. Contact details are available at contact@investatlant.com.
The European Commission provides an online dispute resolution platform at ec.europa.eu/consumers/odr. We are not obliged or willing to participate in dispute resolution proceedings before a consumer arbitration board unless required by law.
We make reasonable efforts to keep the information on this website accurate and current. However, we assume no liability for the completeness, correctness, or timeliness of content, except where mandatory law provides otherwise. See also our Disclaimer.
This website may contain links to external third-party websites. We have no control over their content and therefore assume no liability for external content. The respective provider or operator of linked pages is always responsible for their content.
Content and works created by InvestAtlant on this website are subject to applicable copyright law. Public disclosure data displayed on the platform remains subject to the terms of its original sources.
US equities research
Public filings. Connected research. One workspace.
Click a source to open it in the workspace
InvestAtlant connects public filings, institutional activity, insider trades, congressional disclosures, and sector data to surface emerging market signals.
Signals
Detect emerging patterns, convergence, and divergence before they become obvious.
How it works
Research stocks, investors, sectors, and politicians.
Follow capital flows across sectors and filings.
Spot emerging alignment and divergence.
Fundamentals · Market context · Institutions · Insiders · Sectors · SEC filings
Holdings from SEC 13F. Insider trades from Form 4. Congress from House and Senate PTRs. Real-time market prices via TradingView.
Search US equities, browse the S&P 500, explore fundamentals leaders, and see where institutions and executives are accumulating shares.
Pick a collection or search to browse stocks.
No stocks match the current filters.
A unified filing feed of insider Form 4 and politician disclosures.
Loading recent filing activity…
Stocks ranked by net buying from institutional 13F, insider Form 4, and politician filings — not price performance.
Computing accumulation scores from filings…
Biggest quarter-over-quarter institutional ownership % movers from tracked 13F holders.
Loading institutional ownership changes…
Stocks also owned by the institutional holders of a selected ticker — plus insider and politician buyers.
Computing holder overlap from 13F filings…
| Rank | Stock | Overlap count | Overlap % | Weighted score | Conviction score |
|---|
| Institution | Type | Shares | Value | Weight |
|---|
| Insider | Title | Date | Value |
|---|
| Politician | Chamber | Date | Est. value |
|---|
Historical ownership rankings from 13F filings — expansion, adoption, early discovery, and decliners.
Computing ownership history…
Side-by-side filing comparison — 13F ownership, Form 4 insider activity, congressional disclosures, and existing signals.
Loading comparison…
| Metric | Stock A | Stock B |
|---|
| Metric | Stock A | Stock B |
|---|
| Metric | Stock A | Stock B |
|---|
| Signal | Stock A | Stock B |
|---|
| Date | Stock A | Stock B |
|---|
Filter the entire universe by insider, politician, institutional, and fundamental criteria.
| # | Ticker | Company | Sector | Revenue | FCF | Insider net | Inst. holders | Congress net |
|---|---|---|---|---|---|---|---|---|
| No results yet — add filters and run the screener. | ||||||||
Cresco Labs Inc.
Select a stock to load ownership intelligence.
Select a stock to load metrics.
Select a stock to compute signals.
Signal score
—
SEC Company Facts
SEC Company Facts
Top 5 by shares added vs prior quarter (existing positions)
Top 5 by shares sold vs prior quarter (still held)
Funds that filed this quarter and fully sold the stock (not merely late filers)
Funds that opened a brand-new position this quarter
| Insider | Role | Code | Call/Put | Signal | Shares | Price | Value | Date |
|---|---|---|---|---|---|---|---|---|
| Select a stock to load insider transactions. | ||||||||
| Politician | Chamber | Type | Traded | Amount | |
|---|---|---|---|---|---|
| Select a stock to load congressional trades. | |||||
| Form | Filing date | Description | Accession |
|---|
| Form | Filing date | Report date | Description |
|---|
| Filing date | Items | Revenue | Net income | EPS (dil.) | Source |
|---|
SIC classification from SEC company submissions
—
Latest values from 10-K (FY) or 10-Q (Q1–Q3)
—
—
—
Margins, free cash flow, and YoY growth
—
| FY | Period | Period end | Revenue | Op. income | Net income | EPS (dil.) | Assets | Rev YoY |
|---|
| FY | Period | Period end | Revenue | Op. income | Net income | EPS (dil.) | Assets | Rev YoY |
|---|
Portfolio returns from reconstructed 13F holdings
Computing institutional performance…
| # | Institution | Type | Quarter | Return | Consistency | Ann. volatility |
|---|
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.
Loading 13F portfolio performance proxy…
| Rank | Institution | Latest Filing Date |
|---|
Shows which stocks institutions have accumulated the most over the selected period.
Loading institutional accumulation…
Stocks that institutions opened as brand-new positions in their most recent 13F filing.
Loading new institutional positions…
| Filing quarter | Shares | Previous position |
|---|
Stocks fully exited across tracked institutions, ranked by aggregated prior 13F value.
Loading completely sold positions…
| Status |
|---|
Well-known investors and the 13F filers behind their public equity portfolios.
No notable investors match your search.
Compare the latest reported holdings of two institutional investors.
Select two institutions to compare their latest 13F filings.
Comparing portfolios…
| Stock | Ticker | Position value | Portfolio weight | Shares | Filing quarter |
|---|
| Stock | Ticker | Position value | Portfolio weight | Shares | Filing quarter |
|---|
Explore institutional investors, 13F filings, portfolio activity, and historical holdings.
Loading tracked institutions…
No institutions match the current filters.
Institutional filer
| Ticker | Stock |
|---|
Existing positions with more shares; ranked by value of shares added (at quarter-end price)
Existing positions with fewer shares (still held); ranked by value of shares reduced
Positions held last quarter that are fully sold (current shares = 0)
Positions not held in the prior quarter
Every position with a quarter-over-quarter share change
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 |
|---|
| Quarter | Filing date | Form | Positions | Reported value |
|---|
Executive cluster buying — multiple insiders purchasing within a rolling window.
| # | Ticker | Score | Strength | Buyers | CEO | Buy value | Signal |
|---|---|---|---|---|---|---|---|
| Loading insider cluster signals… | |||||||
Open-market Form 4 purchases ranked by conviction — size, ownership increase, role, and repeat buying.
Loading conviction buys…
| # | Insider | Role | Label | |||||
|---|---|---|---|---|---|---|---|---|
| Loading conviction buys… | ||||||||
Insiders who repeatedly buy open-market shares of the same company — streaks, frequency, and capital deployed.
Loading repeat buyers…
| # | Insider | Role | Classification | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Loading repeat buyers… | ||||||||||
Stock-level open-market Form 4 buying vs selling — net flow, buyer ratio, and sentiment score (−100 to +100).
Loading insider sentiment…
| # | Buyers | Sellers | Classification | ||||
|---|---|---|---|---|---|---|---|
| Loading insider sentiment… | |||||||
Insiders making a first open-market buy — or returning after years with no purchases.
Loading first-time buyers…
| # | Insider | Role | Previous buy | Classification | ||||
|---|---|---|---|---|---|---|---|---|
| Loading first-time buyers… | ||||||||
Stocks with significant open-market Form 4 selling — clusters, executives, and large sales.
Loading heavy selling…
| # | Shares sold | Classification | ||||||
|---|---|---|---|---|---|---|---|---|
| Loading heavy selling… | ||||||||
SEC Form 4 open-market and administrative insider transactions across ingested issuers.
No insider trades in the database yet. Run npm run db:ingest-insider-form4 -- TICKER or bulk ingest to load Form 4 data.
No trades match the current filter.
| Insider | Stock | Type | Date | Amount |
|---|
Stocks with the largest net congressional buying over the selected period.
Loading congressional accumulation…
Politicians ranked by net disclosed portfolio flow (purchases minus sales).
Loading portfolio rankings…
Politicians repeatedly purchasing the same stock across congressional disclosures.
Loading repeat buyers…
| # | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading repeat buyers… | |||||||||||
First recorded purchases and returning buys after a multi-year gap — raw disclosure data, no scores.
Loading first-time buyers…
| Loading first-time buyers… | |||||||
Stocks with significant sell disclosures from members of Congress — factual counts and estimated values only, no proprietary scores.
Computing heavy selling from disclosures…
| Loading… | |||||||
Explore which sectors members of Congress are investing in based on publicly disclosed trades.
Loading sector exposure…
| Politician | Trades | Buys | Sells | Net |
|---|
| Stock | Trades | Est. value |
|---|
| Politician | Stock | Amount | Date |
|---|
| Politician | Stock | Amount | Date |
|---|
| Politician | Stock | Type | Amount | Date |
|---|
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.
No trades match the current filter.
Browse sectors, then industries, then stocks.
Loading…
No matches for the current filter.
Institutional inflow by sector over the latest 13F quarter.
Loading sector accumulation…
Institutional inflow by industry over the latest 13F quarter.
Loading industry accumulation…
Top 10 stocks per sector by total net buying (institutional 13F QoQ + congressional trades).
Loading sectors…
| Rank | ||||||
|---|---|---|---|---|---|---|
| Loading sector leaders… | ||||||
Top 10 stocks per sector by net shares sold (share-based 13F QoQ exits + congressional net selling).
Loading sectors…
| Rank | |||||||
|---|---|---|---|---|---|---|---|
| Loading sector selling… | |||||||
Institutions making concentrated sector and industry bets, ranked by share-based net accumulation QoQ.
Loading institutional concentration…
No matches for the current filter.
Compare sector and industry fundamentals from the latest two SEC quarterly periods (QoQ).
Loading sector fundamentals…
No matches for the current filter.
Screens built from 13F filings, Form 4 insider trades, and congressional disclosures.
0–100 conviction when institutions, insiders, and Congress align on the same ticker.
| # | Ticker | Score | Institutional | Insider | Congress | Alignment |
|---|---|---|---|---|---|---|
| Loading smart money scores… | ||||||
New 13F positions opened by the top 10 institutions on rolling 1-year performance. Select a fund to see its new buys.
Loading funds…
| Ticker | Issuer | |||
|---|---|---|---|---|
| Loading new entries… | ||||
Stocks with both institutional buying and insider buying.
Loading double signals…
| Loading double signals… | ||||||||
Institutional and insider buying activity within the selected window.
| Institution | Type | Position value | Shares change | Filing date |
|---|
| Insider | Role | Purchase value | Shares | Date |
|---|
Stocks with institutional buying, insider buying, and politician buying.
Loading triple signals…
| Loading triple signals… | |||||||||||
Institutional, insider, and politician buying activity within the selected window.
| Institution | Type | Position value | Shares change | Filing date |
|---|
| Insider | Role | Purchase value | Shares | Date |
|---|
| Politician | Party | Chamber | Est. purchase | Date |
|---|
Stocks where institutions and insiders disagree — accumulation vs selling, and the reverse.
Computing conflict signals…
| Select Conflict Signals to load. | ||||||||
How strongly do the institutions that own each stock believe in it? Proprietary 0–100 score from 13F portfolio weights, breadth, accumulation, and persistence.
| Ticker | Conviction | Median weight | >2% holders | Accumulation |
|---|
Loading conviction scores…
| Rank | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Loading conviction scores… | |||||||||
Which stocks are institutions just starting to discover? Adoption-focused 0–100 score from 13F holder growth — not dollars invested.
Loading institutional discovery…
| Rank | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Loading institutional discovery… | |||||||||
Research utilities built on SEC filing data — valuation, comparison, and scenario analysis.
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.
No stock selected
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 |
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.
No stock selected
Higher WACC → lower DCF valuation
Lower WACC → higher DCF valuation
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.
No stock selected
Bear / Base / Bull vary normalized margin and WACC only — no growth forecasts.
| Case | Normalized margin % | WACC % |
|---|---|---|
| Bear Case | ||
| Base Case | ||
| Bull Case |
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.
No stock selected
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.
No stock selected
| Case | P/E multiple |
|---|---|
| Bear Case | |
| Base Case | |
| Bull Case |
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.
No stock selected
| Case | EV/EBITDA |
|---|---|
| Bear Case | |
| Base Case | |
| Bull Case |
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.
No stock selected
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.
No stock selected
Search for a stock to find similar filing profiles.