Data pipeline & universe
Where every row of data comes from, and which managers are parsed in depth.
All ownership data originates from public SEC EDGAR documents, fetched directly from sec.gov with an identifying User-Agent, globally throttled below SEC's automated-access guidance, and cached immutably (filings do not change once accepted; amendments are new documents).
- Form 13F — quarterly holdings. Filing metadata (manager, form type, dates, accession number) is indexed for every 13F filer from EDGAR's quarterly form indexes, five filing seasons deep. Full information tables are parsed for the tracked universe: the largest managers by reported value plus a curated set of prominent filers — three report periods deep for the broad set, nine for the curated set. Live counts appear on the managers page.
- Forms 3/4/5 — insider transactions, non-derivative table, ingested daily.
- Schedules 13D/13G — beneficial-ownership filings and amendments, ingested daily.
- SEC structured 13F data set — full-market per-security context (holder counts across all ~9,000 filers) for its latest published period, labeled separately wherever shown.
- Market quotes & profiles — delayed quotes, sector/industry classification and shares outstanding from Financial Modeling Prep, used for context columns only; every quote carries its own as-of time, never conflated with filing periods.
Comparable sets. Every quarter-over-quarter aggregate uses only managers observed in both quarters. During a filing season (today < period end + 46 days), season aggregates additionally restrict to managers whose new filing has arrived, and pages show the comparable-universe count next to the claim.
Limites
13Fs cover only reportable U.S. long positions, reported up to 45 days after quarter end. The tracked universe is a defined subset of all filers; aggregate figures describe that universe, not the whole market, and say so where they appear.