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SEARCH / 01

Search public manager data

Query managers, filings, holdings, and regulatory records from one keyboard-first interface.

QUERY MODES MANAGER / FILING / HOLDING

DATA ADVISER FIRMS / FORM ADV / 13F HOLDINGS

OUTPUT BROWSER / JSON / MCP

Search AUMSearch data

Status pending
Type at least 2 characters.
Search names or an exact CRD, CIK, SEC file number, or Form 13F file number.Source-linked public recordsPaginated official results
Enter a search to begin
Search results from normalized official records
ManagerTypeLatest reportIdentifierOfficial recordOpen

Results are queried from normalized production records. Dates and values retain their source-specific meaning. Review coverage and limitations.

01

Manager lookup

Find firms by name, CRD, location, filing history, and regulatory identifiers.

Search “Vanguard” · refine by state or CRD

02

Holdings research

Trace reported positions by manager, issuer, ticker, quarter, and change type.

Search “MSFT” · choose a report period

03

Source verification

Move from normalized records back to the official filing and source document.

Choose Filings · select form 13F-HR