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About This Tool Purpose, reading guide and primary inputs

Ranks institutional managers by a selected security's share of their disclosed Form 13F portfolio.

  1. Choose a security search or a manager search and select the SEC release.
  2. Rank holders by portfolio weight, reported value, or shares when screening a security.
  3. Open a manager to inspect the effective disclosed portfolio and position detail.

Form 13F is a delayed quarterly disclosure, not a real-time holdings or trade feed.

Primary inputs: SEC Form 13F bulk data sets; SEC company ticker directory.

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