>_ best Investor Holdings tools
The 20 top investor holdings tools in the index, ranked by upvotes.
- 01.Market Terminal— Provides real-time stock charts, AI analysis, earnings data, institutional investor tracking, and screening tools in a unified platform
- 02.Rockwood Research— Displays 13F filings from SEC EDGAR weighted against actual AUM with a weekly event monitor of special-situation corporate filings.
- 03.Arkolith— Provides SEC 13F institutional holdings, Form 4 insider trades, and congressional disclosures through MCP and REST API with per-datapoint provenance to primary SEC filings.
- 04.FinImpulse— Provides global financial data for stocks, ETFs, and mutual funds via REST API and dashboard across 97 markets with 56 years of historical pricing, fundamentals, holdings, analyst data, and options chains
- 05.ShareSEER— Tracks insider trading transactions in real-time and detects cluster buying patterns when multiple executives purchase the same stock within days.
- 06.The 13F— Transforms SEC Form 13F filings from 8,600+ institutional managers into structured intelligence reports showing trades separated from price drift
- 07.Third Bridge— Connects institutional investors and consultancies with over 1.5 million vetted industry experts for 1:1 calls, surveys, and access to a library of 100,000+ expert transcripts covering 75,000+ companies.
- 08.Arrugia Labs— Provides 13F filing search, factor dashboards, document search, and an investing blog focused on AI infrastructure and momentum stocks for equity investors
- 09.Alpha-File— Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources
- 10.AlphaResearch— Searches millions of global filings, transcripts, press releases and reports using AI-powered natural language processing to extract insights from unstructured text documents.
- 11.Comparables.ai— Searches 370M+ companies with AI-powered analysis for M&A target screening, buyer search, and market research.
- 12.SecBot— Surfaces insider clusters, congressional trades, FDA catalysts, 13F moves, and 50+ primary-source filings within minutes of publication via real-time feed and twice-daily institutional briefs
- 13.Quiver Quantitative— Aggregates alternative data on congressional trading, insider transactions, hedge fund activity, lobbying, government contracts, and corporate political contributions for equity research.
- 14.Value Add VC— Provides a suite of venture capital analysis tools including fund benchmarking, unicorn tracking, SPV calculators, IPO dashboards, and startup data across 45+ free tools
- 15.Bipsync— Centralizes investment research from emails, documents, and third-party providers into a structured workspace with AI-assisted tagging and collective intelligence tools for institutional teams.
- 16.SumZero— Provides peer-reviewed long-form investment research exclusively from buyside fund analysts at hedge funds, mutual funds, and private equity firms
- 17.Grufity— Provides stock research with historical financial ratio trends, fund holdings tracking, insider trading data, and macro-economic analysis for US equities.
- 18.WhaleWisdom— Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools
- 19.Dataroma— Tracks 13F filings and portfolio holdings of 82 notable hedge fund managers and institutional investors
- 20.aftermarkets— Provides stock screening, real-time corporate filing summaries, conviction scoring, FII/DII flow tracking, and AI research workflows for Indian equity markets.
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