How to Use FilingFrog

Your personal command center

The dashboard starts with Discover Now: current filing signals and direct paths into the most useful research tasks. Your watchlist activity and filing calendar remain close by for ongoing monitoring.

• Top Moves cards for current institutional activity
• Quick actions for stock lookup, Trends, ETF discovery, and screeners
• Recent filings from watched managers and funds
• Quarter-over-quarter changes for watchlisted securities
• Filing calendar — past deadlines and upcoming dates

Find ETFs by what they actually own

Search an ETF by name or ticker, explore ETFs behind stocks making current moves, or build a basket of up to 10 stocks. FilingFrog screens the latest SEC-reported fund portfolios as one result per ETF series, avoiding duplicate share classes.

• Match any or all basket stocks and exclude names you do not want
• Rank by basket exposure, recent weight additions, reported asset growth, breadth, or size
• Filter by minimum assets, holdings count, top-10 concentration, and filing history
• Compare exposure, recent weight change, net assets, asset change, holdings, and concentration
• Free and Premium return up to 5 matches per screen; Pro returns up to 500

ETF assets come from the latest available SEC fund portfolio filing. A change in reported net assets can include market movement and is not the same as pure investor inflow.

Mutual fund & ETF portfolio drilldowns

Registered mutual funds and ETFs report their portfolios to the SEC. Pro members can open complete fund profiles for individual holdings, asset allocations, debt breakdowns, and reporting-period comparisons. The separate ETF Discovery hub is available on every plan.

• Search by fund name or registrant
• Asset allocation breakdown by category
• Debt-specific stats: coupon type, defaults, and issuers
• Holdings comparison between reporting periods
• Look up which funds hold any given security (by ticker or ISIN)

Rank stocks by ownership momentum

The Ownership Momentum Rank (OMR) distills every ownership filing into a single 0–100 score — how hard the "smart money" is accumulating a stock. It blends three pillars (institutions, insiders, and funds) and gives an extra lift to names with rare bullish catalysts, then travels with an absolute tone so a high score in a down quarter can't masquerade as strength.

• Leaderboard of the highest-momentum, widely-held U.S. stocks each quarter
• Every score shows its pillars and an Accumulating / Reducing / Mixed tone
• Signal flags for activist stakes, Congressional buying, and bullish options skew
• Filter by period, minimum holders, and minimum score — or jump to any ticker
• A discovery list built only from SEC filings — never a buy/sell recommendation

See where institutional money moved

The Trends view aggregates all 13F filings for a reporting period and ranks securities by the number of managers who added or dropped them. It's the fastest way to see broad institutional momentum for any quarter.

• Filter by AUM cohort — under $1B up to $100B+
• Sort by value change or manager count change
• Separate views for equity, calls, puts, and debt
• Available on every plan; exports require Pro and share links require Premium or Pro

Filter thousands of managers at once

Run structured queries across the entire 13F universe. Set filters on AUM, quarter-over-quarter growth, security count, and portfolio concentration — then narrow further by required or excluded tickers to find exactly the managers you're looking for.

• Min/max AUM filter (in $ millions)
• QoQ AUM growth % — find fast-growing or contracting managers
• Must-own and don't-own ticker filters
• Top-10 concentration threshold
• Review up to 500 results; full CSV, XLSX, and PDF export requires Pro
• Save and re-run searches each quarter

Map institutional capital by location

See where institutional AUM is concentrated across the US — plotted on an interactive map by city. Useful for marketers targeting financial firms in a region, anyone researching local investment activity, or analysts comparing capital density between financial hubs.

• Interactive bubble map — circle size reflects AUM
• Set a radius and jump to any city to see managers nearby
• 1,867 cities tracked as of the latest period
• Filter by reporting period to compare across quarters
• Click any bubble to see the full manager list for that city

See who owns the hottest private companies

SEC fund portfolio filings reveal which mutual funds hold stakes in private companies before they go public. FilingFrog tracks companies like SpaceX, Databricks, Anthropic, Stripe, and more — showing how institutional valuations shift each quarter.

• Heatmap of private companies ranked by total reported value
• See which funds hold each company and how much they've allocated
• Inferred price history from quarterly fund valuations
• Quarter-over-quarter and year-over-year return tracking
• Export company lists and holder breakdowns

Follow insider buying and selling

Corporate insiders — executives, directors, and 10% owners — must report their trades to the SEC on Forms 3, 4, and 5. FilingFrog indexes these filings daily so you can see who's buying and selling, in size, across every public company.

• Browse the latest Form 4 transactions across all issuers
• Filter by 7-, 30-, or 90-day windows
• Separate open-market buys and sells from awards, exercises, and gifts
• Drill into any insider, any issuer, or any individual filing
• See transaction size, price, and resulting ownership stake