Everything You Need to Track Institutional Money
FilingFrog turns raw SEC filings into actionable intelligence — from individual fund lookups to cross-portfolio analysis at scale.
Research Any Fund or Security
The foundation of institutional analysis — search, explore, and track.
Institutional Manager
Look up any institutional filer by name or CIK. View their complete holdings, AUM history, top positions, and quarter-over-quarter changes. Covers 7,500+ active managers dating back to 2022.
- Full holdings table with market value and share counts
- AUM trend chart across all available quarters
- Top-10 concentration and sector breakdown
- New positions, exits, and largest movers
Securities Lookup
Search by ticker or company name to see every institutional manager holding that security. Track ownership concentration, historical holder counts, and position sizes over time.
- All current institutional holders ranked by position size
- Quarterly ownership history — new buyers, sellers, exits
- Supports equities, debt, call options, put options, and more
Recent Filings
See the latest filings as they arrive from the SEC. Filter by filing date, fund size, or manager name to stay on top of new disclosures.
- Filings indexed within hours of SEC publication
- Direct links to original EDGAR filings
- Sortable by AUM, filing date, or manager name
Portfolio Trends
Track quarter-over-quarter changes across all managers you follow. See new buys, position increases, trims, and complete exits — aggregated or broken down by fund.
- New positions, increased, decreased, and exited
- Filter by change type, security, or manager
- Shareable snapshots for collaboration
Specialized Datasets Beyond 13F
Go past institutional equity holdings — fund portfolios, private credit, insider activity, and activist campaigns.
Mutual Funds & ETFs
Explore the full portfolios of 14,000+ mutual fund and ETF series from NPORT-P filings — equities, fixed income, derivatives, and private positions, with NAV and composition history.
- Complete holdings with asset-class breakdown
- Net asset value and allocation trends over time
- Compare a fund's holdings across reporting periods
BDCs & Private Credit
Track business development companies and their schedules of investments — the loans and equity stakes private-credit managers hold in portfolio companies, with quarter-over-quarter changes.
- Full schedule of investments per BDC — loans, equity, and PIK
- First-lien / second-lien and interest-rate breakdowns
- Find every BDC lending to a given company
Insider Transactions
Follow SEC Form 3, 4, and 5 filings to see what corporate insiders — executives, directors, and 10% owners — are buying and selling, across every company.
- Open-market buys and sells, awards, exercises, and gifts
- Filter by 7-, 30-, or 90-day windows
- Drill into any insider, issuer, or individual filing
Activist Investors
Monitor Schedule 13D filings the moment an activist crosses a 5% stake. See who is building positions, in which companies, and track campaigns as they develop.
- Recent 13D filings with position size and stated intent
- Drill into any activist filer or target company
- Spot new campaigns as filings are published
Political Trades
STOCK Act + OGE 278-T periodic transaction reports — see what members of Congress and senior executive-branch officials are buying and selling, disclosed within ~30–45 days of each trade. Free to browse; full history on Premium.
- Recent trades feed with branch, party, and trade-type filters
- Filer profiles, per-ticker history, and leaderboards
- Both trade and disclosure dates on every row
Pre-IPO & Private Companies
Surface pre-IPO and private-market securities held inside NPORT-P fund filings — see which institutions own stakes in private companies before they go public.
- Institutional ownership of private and pre-IPO names
- Track position changes across reporting periods
- Heatmap of which funds hold each private company
Deeper Analysis at Scale
Premium tools for serious investors who want to go beyond individual fund lookups.
Manager Screener
Filter and rank all 7,500+ institutional managers by AUM, quarter-over-quarter growth, portfolio concentration, security count, and specific ticker holdings — simultaneously.
- Min/max AUM, QoQ growth %, and security count filters
- Required-ticker filter: find every manager holding a specific stock
- Top-10 concentration threshold screening
- Export up to 500 results to CSV or JSON
Holdings Overlap
Compare two or more fund portfolios side-by-side to identify shared positions, divergences, and conviction bets. Useful for understanding where the smartest money agrees — and disagrees.
- Compare up to 5 managers at once
- Overlap score and shared position breakdown
- Highlight positions unique to one fund vs. consensus holdings
Regional Analysis
Map institutional activity by geography. See where filing managers are concentrated and how regional fund activity compares — state by state, quarter by quarter.
- Interactive map of institutional AUM by state
- Compare regional concentration trends over time
- Drill into any region for a full manager list
Stay on Top Without the Noise
Watchlists, alerts, and exports keep your research organized and up to date.
Watchlists
Pin your favorite managers and securities to your dashboard. Get a personalized feed of changes each quarter without manually checking every fund.
Email Alerts
Opt in to email notifications when a watched fund files a new disclosure or a tracked security changes institutional ownership. Sent the morning after filings are processed.
Data Export
Export any holdings view to CSV or JSON. Use the data in your own spreadsheets, scripts, or quant workflows.
Shareable Links
Share a screener filter, overlap comparison, or changes view with a single link — no login required for the recipient. Links expire at month end.
Fresh, Accurate, and Traceable
All data is sourced directly from SEC EDGAR. Raw XML filings are parsed, normalized, and cross-referenced nightly. Institutional filings are due within 45 days of each quarter end — position data reflects holdings as of the filing date, not today.
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Free accounts include access to the Institutional Manager, Securities Lookup, Recent Filings, and a 2-quarter history window. No credit card required.