Filings, funds, and the data behind them
Data readouts from 1.87M institutional positions across 1,824 filers, and guides to SEC filings, insider activity, and market data for AI agents. New articles daily.
How Common Is Insider Trading? What Data Shows
Illegal insider trading has no complete public denominator. The measurable record is enforcement cases, surveillance referrals, and lawful Form 4 disclosures.
All articles
36 posts
Is It Insider Trading If You Overhear Info?
Overhearing information is not automatically insider trading. The risk turns on materiality, public status, duty, source, and whether someone trades or tips.
Is Insider Trading a Felony? Civil vs Criminal
Illegal insider trading can be charged as a felony, but many SEC insider-trading cases are civil enforcement actions, not criminal convictions.
Why Insider Trading Is Illegal: Market Fairness
Insider trading is illegal when someone trades or tips on material nonpublic information in breach of a duty of trust or confidence.
How to Prevent Insider Trading: A Controls Map
Preventing insider trading takes policies, trading windows, pre-clearance, 10b5-1 discipline, surveillance, training, reporting channels, and public Form 4 review.
Who Investigates Insider Trading? The Real Map
The SEC brings civil insider-trading cases, DOJ prosecutes crimes, FINRA surveils markets, and Form 4 data helps analysts separate lawful disclosure from suspicious timing.
SEC Filings API: What Agents Actually Need
An SEC filings API should return source proof, accepted times, parsed filing fields, amendment status and agent-ready error boundaries.
Stock Market MCP Server: What It Should Do
A stock market MCP server lets an AI agent query market data as tools, but it is only useful when responses include source proof, schemas, freshness and costs.
How Insider Trading Is Detected: Signals and Limits
Insider trading is detected by matching suspicious trading, material events, account links, communications, and public Form 4 disclosures.
Baker Bros. 13F: Q1 2026 Biotech Holdings
Baker Bros. reported a $17.42B Q1 2026 13F book, led by Incyte, BeOne Medicines, Insmed, and Madrigal.
Stanley Druckenmiller 13F: Duquesne Q1 2026
Duquesne Family Office reported a $3.38B Q1 2026 13F book, led by Natera, call-option exposure, and large exits from XLF and Alphabet.
Bill Ackman 13F: Pershing Square Q1 2026
Pershing Square reported an 11-position, $13.7B Q1 2026 13F book, with Microsoft new, Amazon added, and Alphabet sharply reduced.
WhaleWisdom API Alternative: 13F Data With MCP
A WhaleWisdom API alternative should preserve SEC 13F source links, accepted dates, comparable filings, and agent-ready retrieval paths.
13F Database: How to Search Institutional Holdings
A 13F database lets you search institutional holdings by manager, issuer, ticker, CUSIP, filing period, and accepted date without treating delayed filings as live trades.
How to Track Institutional Ownership Changes
Track institutional ownership changes by separating quarterly 13F position changes from faster Form 4 insider signals and keeping every claim tied to a filing.
How to Track AI Data Center Stocks With 13F
Use 13F filings to track disclosed institutional exposure to AI data center stocks without treating quarterly holdings as live trading signals.
13F Earnings Watchlist: Build One Without Guessing
A 13F earnings watchlist pairs upcoming company events with lagged institutional ownership, so analysts know which filings explain exposure and which claims remain unproven.
Critical Third Parties: UK Cloud Rule Explained
A Critical Third Party is a provider whose service failure could threaten UK financial stability. The first UK designations are four cloud providers.
13F Holdings API: Query Funds, Stocks, Quarters
A 13F holdings API turns SEC institutional ownership filings into resolved fund, stock, quarter, and point-in-time queries with filing provenance.
Insider Trading Data API: Query Form 4 Filings at Scale
What a good insider trading data API looks like: Form 4 mechanics, amendment handling, derivative separation, provenance, and code examples for agents.
How to Read SEC Filings: A Beginner's Map
SEC filings split into company reports and ownership disclosures. Learn which form answers which question, and where the who-owns-what data actually lives.
What Is a Prime Broker? The Plumbing Behind Hedge Funds
Prime brokers are the custody, financing, and stock-loan layer under every hedge fund. None of it shows up in a 13F. Here is how the plumbing actually works.
Hedge Fund Clone Portfolios: Sizing, Timing, Caveats
How to build a hedge fund clone portfolio from 13F filings: manager selection, three weighting schemes, the quarterly rebalance calendar, and the caveats that compound.
Sector Rotation Explained: What 13F Flows Really Show
Sector rotation is capital moving between sectors. Raw 13F net flows overstate it because price drift inflates every winner. Here is how to adjust for it.
Family Office 13F Rules: Why Some Investors Vanish
Some of the most famous investors file no 13F at all. What the family office exemption actually covers, what still gets disclosed, and where the record goes dark.
Institutional Ownership: How to Find Who Owns a Stock
Institutional ownership is the share of a company held by funds rather than individuals. What it means, why the biggest holders are usually index funds, and how to read it.
Activist Investor 13D Filings: How Stakes Surface
How activist stakes surface through Schedule 13D: the 5% trigger, Item 4 intent, the 2023 shift to five business days, and reading the amendment chain.
Measuring Portfolio Turnover From 13F Filings
How fast does a manager really trade? A practical method for estimating portfolio turnover from quarterly 13F snapshots, what high and low readings imply, and the caveats that bite.
Hedge Fund Concentration Explained: Reading a Top-10 Book
What top-10 weight and position counts reveal about a hedge fund's conviction, how to compute concentration from 13F holdings, and where the number misleads.
Can You Copy Hedge Fund Trades? The 45-Day Reality
Cloning hedge fund portfolios from 13F filings means trading on data at least 45 days stale. What survives the lag, what breaks, and how to cross-check with faster filings.
Who Owns Walmart (WMT)? Institutional Ownership Map
More than 1,000 institutions disclose Walmart positions in their 13F filings. Here is the real cap-table picture: the passive index core, the active money moving, and what 13F leaves out.
Agent-Native APIs Explained: What Makes an API Agent-Ready
Most data APIs were designed for a developer reading docs. Agents need discoverable tools, metered credits, and provenance on every datapoint.
Why LLMs Get Stock Data Wrong: A Failure Taxonomy
Training cutoffs, ticker collisions, merged share classes, and invented numbers: the four ways language models botch stock data, and what fixes each.
How AI Agents Cite Sources: Auditable AI Citations
Auditable agent answers need structured citations: accession-level source links, filing dates, and UI receipts. The schema and the enforcement rules.
Who Owns JPMorgan Chase (JPM)? Ownership Map
More than 1,100 institutions disclose JPMorgan Chase positions in their 13F filings. Here is the real cap-table picture: the passive index core, the active money moving, and what 13F leaves out.
API Keys for AI Agents: Scoping, Metering, Rotation
Agents leak, loop, and retry. How to scope, meter, and rotate API keys when the caller is an autonomous AI agent, and why a key must never live in a prompt.