About US SEC Form 13F
Institutional investment managers who hold at least $100 million in market value of qualifying securities are required to file a 13F Report within 45 days of each calendar quarter. It must be submitted in xml format via the SEC’s EDGAR platform.
Relevant securities are those published on the SEC website. The list is only available in pdf format and only based on Cusip, not Isin.
We offer one-click 13F Reporting, based on:
Translation of the SEC’s 13F pdf list into machine-readable format
Upload of the 13F list and auto-match via Cusip against portfolio holdings
Grouping holdings by issuer
Performance of all relevant exclusions, calculations and summations
Auto-population of the 13F Form appropriately, including with the official 13F Title of Class
On-going analysis of relevant AUM holdings in 13F securities
Transparent governance and validation checks