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 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.
Market Data
13 posts
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.
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.
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.
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.
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.
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.
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.