Institutional ownership and 13F holdings context for MEDS on InvestAtlant.
| Institution | Shares | Value | % Outstanding |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 19,137 | $60.7K | — |
| CITIGROUP INC | 1,847 | $5.9K | — |
| Fortitude Family Office, LLC | 118 | $374 | — |
| Farther Finance Advisors, LLC | 20 | $63 | — |
| Caitong International Asset Management Co., Ltd | 1 | $3 | — |
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Simple answers about InvestAtlant, our data, accounts, and Premium. For deeper calculation detail, see Methodology and Data Sources.
InvestAtlant surfaces publicly disclosed trades and the research behind them, helping you see what institutions and insiders are buying or selling, which securities they are moving into, and when. The platform also tracks publicly disclosed stock trades by members of Congress, including transactions reported through Periodic Transaction Reports (PTRs) under the STOCK Act — alongside stock charts, fundamentals, and SEC filings in one workspace.
Investors, researchers, analysts, traders, and anyone interested in understanding publicly disclosed market activity.
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InvestAtlant is built primarily on publicly available disclosures — including SEC filings such as institutional Form 13F holdings, Form 4 insider transactions, company fundamentals from 10-K / 10-Q (and related XBRL), and publicly reported congressional / political trading disclosures — plus market price data used for charts and context. For a fuller list, see Data Sources.
Update cadence depends on the source. Market prices refresh more frequently during trading hours. Insider (Form 4) and political disclosures are ingested on a recurring schedule as new filings appear. Institutional 13F data follows the SEC reporting calendar and is updated as new quarterly filings are published and processed. Exact pipelines and timing are described on Methodology.
On InvestAtlant, “institutional” activity usually refers to holdings and changes reported by large investment managers in SEC Form 13F filings — for example new positions, increased or reduced stakes, or exits between reporting periods. These are delayed public disclosures of portfolio holdings, not real-time trade tickets.
Insider transactions are trades and related filings by company officers, directors, and certain beneficial owners, typically reported on SEC Form 4. InvestAtlant surfaces publicly disclosed trades and the research behind them, helping you see what insiders are buying or selling, which securities they are moving into, and when.
The platform tracks publicly disclosed stock trades by members of Congress, including transactions reported through Periodic Transaction Reports (PTRs) under the STOCK Act. These are delayed public filings, not live brokerage feeds.
Holding changes are derived by comparing reported positions across filing periods (for example share counts or estimated values between consecutive 13F quarters). Labels such as new, increased, reduced, or sold are based on those period-to-period comparisons. Step-by-step rules live on Methodology.
Sites may use different filing cutoffs, ticker mappings, share-class handling, amendment timing, currency/unit conventions, or inclusion rules for certain instruments. InvestAtlant focuses on publicly disclosed filings and its own normalization rules — so totals or “change” labels can differ even when both sources are legitimate.
When an amended or corrected filing is ingested, InvestAtlant updates the relevant records to reflect the latest disclosed information. Historical views may change after amendments land. Processing details are covered in Methodology.
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You should not rely solely on InvestAtlant (or any single research tool) when making investment decisions. Disclosures can be delayed, incomplete, or later amended. Always do your own research and, if needed, consult a qualified professional.
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How InvestAtlant turns public filings and disclosures into the research views you see. For a shorter overview, see the FAQ. For source lists, see Data Sources.
InvestAtlant aggregates and organizes publicly available financial and government disclosures to make institutional, insider, and political activity easier to research — alongside charts, fundamentals, and related SEC context in one workspace.
InvestAtlant does not create the underlying disclosures. We process, normalize, and present information from public sources so filings can be compared across periods, filers, and tickers.
InvestAtlant is built on sources we actually ingest or display. The main categories are:
A user-facing summary of sources also lives on Data Sources.
Institutional holdings are derived from publicly filed Form 13F reports. InvestAtlant extracts reported securities, share (or contract) quantities, and reported values, then normalizes them into a consistent format so positions can be compared across reporting periods and managers.
From consecutive reporting periods we classify activity such as:
We also surface fields commonly used in research views:
Sold-out detection depends on having comparable period coverage for a filer. Missing filings are not treated as exits.
Insider transactions on InvestAtlant come primarily from SEC Form 4 filings. Each row includes transaction codes and acquisition/disposition flags that describe what happened.
Common classifications include:
P)S)MA
Not every Form 4 row is a discretionary buy or sell. Awards, option exercises, gifts, and
share withholdings can appear in filings without representing an open-market trade. Research views and
signals that focus on “buying” or “selling” typically emphasize open-market codes P and
S unless a page explicitly includes other transaction types.
InvestAtlant uses publicly available financial disclosures to organize reported securities activity associated with members of Congress and other covered political figures.
Where available, we capture and display:
Political transactions are often reported as dollar ranges, not exact amounts. InvestAtlant preserves the reported range (and derived min/max bounds). Some analytics may use a midpoint estimate for ranking or aggregation — that estimate is derived from the disclosed range and is not an exact trade size from a brokerage confirmation.
Raw filings are not always clean or consistent across issuers, filers, and disclosure systems. InvestAtlant may normalize fields such as:
Normalization exists to make different filings comparable in tables, charts, and change calculations. It does not change the underlying public disclosure — it maps that disclosure into a consistent research schema.
When sufficient historical information is available, InvestAtlant calculates changes between reported institutional positions to identify increases, decreases, new positions, and exits.
Current shares − Previous shares((Current shares − Previous shares) / Previous shares) × 100
Event labels such as new, add/trim, or sold-out are based on those period-to-period share comparisons (and presence/absence of a position), not on live trading activity after the filing date.
These dates are easy to confuse — especially for 13F research:
Holdings shown for a quarter reflect what was reported for that period — not necessarily what a manager holds today.
Public filings can be amended or corrected after their initial submission. When an amended filing is available and processed by InvestAtlant, associated records may be updated to reflect the latest available disclosure.
As a result, historical tables, ownership totals, and change labels can change after amendments are ingested. Duplicate or previously seen filings are treated as no-ops where our ingest pipeline detects them.
Transparency matters. Please keep these limitations in mind:
InvestAtlant monitors applicable public filings and updates datasets as new disclosures become available and are processed. This is not a real-time brokerage feed.
In practice, scheduled jobs typically:
Exact run times depend on deployment configuration. Charts and quote search refresh according to their market-data providers when those integrations are enabled.
InvestAtlant organizes and analyzes publicly available information. The platform does not determine whether a transaction is a good or bad investment, and the presence of an institutional, insider, or political transaction should not be interpreted as a recommendation to buy or sell a security.
For the full legal wording, see our Disclaimer.
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InvestAtlant uses publicly available data from the following sources. For how we process them, see Methodology.
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Financial disclosures relating to members of Congress.
Stock prices and market information.
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Financial research & market intelligence.
InvestAtlant makes it easier to research institutional, insider, and political activity by bringing publicly available information together in one place.
We organize financial and public disclosure data into tools that help users explore market activity, discover companies, and conduct their own research.
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US equities research
Public filings. Connected research. One workspace.
Click a source to open it in the workspace
InvestAtlant connects public filings, institutional activity, insider trades, congressional disclosures, and sector data to surface emerging market signals.
Signals
Detect emerging patterns, convergence, and divergence before they become obvious.
How it works
Research stocks, investors, sectors, and politicians.
Follow capital flows across sectors and filings.
Spot emerging alignment and divergence.
Fundamentals · Market context · Institutions · Insiders · Sectors · SEC filings
Holdings from SEC 13F. Insider trades from Form 4. Congress from House and Senate PTRs. Real-time market prices via TradingView.
Search US equities, browse the S&P 500, explore fundamentals leaders, and see where institutions and executives are accumulating shares.
Pick a collection or search to browse stocks.
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A unified filing feed of insider Form 4 and politician disclosures.
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Stocks ranked by net buying from institutional 13F, insider Form 4, and politician filings — not price performance.
Computing accumulation scores from filings…
Biggest quarter-over-quarter institutional ownership % movers from tracked 13F holders.
Loading institutional ownership changes…
Stocks also owned by the institutional holders of a selected ticker — plus insider and politician buyers.
Computing holder overlap from 13F filings…
| Rank | Stock | Overlap count | Overlap % | Weighted score | Conviction score |
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| Institution | Type | Shares | Value | Weight |
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| Insider | Title | Date | Value |
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| Politician | Chamber | Date | Est. value |
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Historical ownership rankings from 13F filings — expansion, adoption, early discovery, and decliners.
Computing ownership history…
Side-by-side filing comparison — 13F ownership, Form 4 insider activity, congressional disclosures, and existing signals.
Loading comparison…
| Metric | Stock A | Stock B |
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| Metric | Stock A | Stock B |
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| Metric | Stock A | Stock B |
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| Signal | Stock A | Stock B |
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| Date | Stock A | Stock B |
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Filter the entire universe by insider, politician, institutional, and fundamental criteria.
| # | Ticker | Company | Sector | Revenue | FCF | Insider net | Inst. holders | Congress net |
|---|---|---|---|---|---|---|---|---|
| No results yet — add filters and run the screener. | ||||||||
MEDS
Select a stock to load ownership intelligence.
Select a stock to load metrics.
Select a stock to compute signals.
Signal score
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SEC Company Facts
SEC Company Facts
Top 5 by shares added vs prior quarter (existing positions)
Top 5 by shares sold vs prior quarter (still held)
Funds that filed this quarter and fully sold the stock (not merely late filers)
Funds that opened a brand-new position this quarter
| Insider | Role | Code | Call/Put | Signal | Shares | Price | Value | Date |
|---|---|---|---|---|---|---|---|---|
| Select a stock to load insider transactions. | ||||||||
| Politician | Chamber | Type | Traded | Amount | |
|---|---|---|---|---|---|
| Select a stock to load congressional trades. | |||||
| Form | Filing date | Description | Accession |
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| Form | Filing date | Report date | Description |
|---|
| Filing date | Items | Revenue | Net income | EPS (dil.) | Source |
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SIC classification from SEC company submissions
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Latest values from 10-K (FY) or 10-Q (Q1–Q3)
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Margins, free cash flow, and YoY growth
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| FY | Period | Period end | Revenue | Op. income | Net income | EPS (dil.) | Assets | Rev YoY |
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| FY | Period | Period end | Revenue | Op. income | Net income | EPS (dil.) | Assets | Rev YoY |
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Portfolio returns from reconstructed 13F holdings
Computing institutional performance…
| # | Institution | Type | Quarter | Return | Consistency | Ann. volatility |
|---|
Ranked by change in reported 13F portfolio value
This ranking reflects changes in the reported value of an institution's disclosed 13F portfolio between filing periods. It is not the institution's actual investment return.
Loading 13F portfolio performance proxy…
| Rank | Institution | Latest Filing Date |
|---|
Shows which stocks institutions have accumulated the most over the selected period.
Loading institutional accumulation…
Stocks that institutions opened as brand-new positions in their most recent 13F filing.
Loading new institutional positions…
| Filing quarter | Shares | Previous position |
|---|
Stocks fully exited across tracked institutions, ranked by aggregated prior 13F value.
Loading completely sold positions…
| Status |
|---|
Well-known investors and the 13F filers behind their public equity portfolios.
No notable investors match your search.
Compare the latest reported holdings of two institutional investors.
Select two institutions to compare their latest 13F filings.
Comparing portfolios…
| Stock | Ticker | Position value | Portfolio weight | Shares | Filing quarter |
|---|
| Stock | Ticker | Position value | Portfolio weight | Shares | Filing quarter |
|---|
Explore institutional investors, 13F filings, portfolio activity, and historical holdings.
Loading tracked institutions…
No institutions match the current filters.
Institutional filer
| Ticker | Stock |
|---|
Existing positions with more shares; ranked by value of shares added (at quarter-end price)
Existing positions with fewer shares (still held); ranked by value of shares reduced
Positions held last quarter that are fully sold (current shares = 0)
Positions not held in the prior quarter
Every position with a quarter-over-quarter share change
This reflects changes in the reported value of the institution's disclosed 13F portfolio between filing periods. It is not the institution's actual investment return.
| Quarter | Portfolio value | QoQ $ | QoQ % | Holdings | Filing date |
|---|
| Quarter | Filing date | Form | Positions | Reported value |
|---|
Executive cluster buying — multiple insiders purchasing within a rolling window.
| # | Ticker | Score | Strength | Buyers | CEO | Buy value | Signal |
|---|---|---|---|---|---|---|---|
| Loading insider cluster signals… | |||||||
Open-market Form 4 purchases ranked by conviction — size, ownership increase, role, and repeat buying.
Loading conviction buys…
| # | Insider | Role | Label | |||||
|---|---|---|---|---|---|---|---|---|
| Loading conviction buys… | ||||||||
Insiders who repeatedly buy open-market shares of the same company — streaks, frequency, and capital deployed.
Loading repeat buyers…
| # | Insider | Role | Classification | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Loading repeat buyers… | ||||||||||
Stock-level open-market Form 4 buying vs selling — net flow, buyer ratio, and sentiment score (−100 to +100).
Loading insider sentiment…
| # | Buyers | Sellers | Classification | ||||
|---|---|---|---|---|---|---|---|
| Loading insider sentiment… | |||||||
Insiders making a first open-market buy — or returning after years with no purchases.
Loading first-time buyers…
| # | Insider | Role | Previous buy | Classification | ||||
|---|---|---|---|---|---|---|---|---|
| Loading first-time buyers… | ||||||||
Stocks with significant open-market Form 4 selling — clusters, executives, and large sales.
Loading heavy selling…
| # | Shares sold | Classification | ||||||
|---|---|---|---|---|---|---|---|---|
| Loading heavy selling… | ||||||||
SEC Form 4 open-market and administrative insider transactions across ingested issuers.
No insider trades in the database yet. Run npm run db:ingest-insider-form4 -- TICKER or bulk ingest to load Form 4 data.
No trades match the current filter.
| Insider | Stock | Type | Date | Amount |
|---|
Stocks with the largest net congressional buying over the selected period.
Loading congressional accumulation…
Politicians ranked by net disclosed portfolio flow (purchases minus sales).
Loading portfolio rankings…
Politicians repeatedly purchasing the same stock across congressional disclosures.
Loading repeat buyers…
| # | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading repeat buyers… | |||||||||||
First recorded purchases and returning buys after a multi-year gap — raw disclosure data, no scores.
Loading first-time buyers…
| Loading first-time buyers… | |||||||
Stocks with significant sell disclosures from members of Congress — factual counts and estimated values only, no proprietary scores.
Computing heavy selling from disclosures…
| Loading… | |||||||
Explore which sectors members of Congress are investing in based on publicly disclosed trades.
Loading sector exposure…
| Politician | Trades | Buys | Sells | Net |
|---|
| Stock | Trades | Est. value |
|---|
| Politician | Stock | Amount | Date |
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| Politician | Stock | Amount | Date |
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| Politician | Stock | Type | Amount | Date |
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Congressional stock trading disclosures, periodic transaction reports, and position history.
No filings loaded yet. Run npm run politicians:fetch-recent to pull the latest House and Senate PTRs.
No trades match the current filter.
Browse sectors, then industries, then stocks.
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No matches for the current filter.
Institutional inflow by sector over the latest 13F quarter.
Loading sector accumulation…
Institutional inflow by industry over the latest 13F quarter.
Loading industry accumulation…
Top 10 stocks per sector by total net buying (institutional 13F QoQ + congressional trades).
Loading sectors…
| Rank | ||||||
|---|---|---|---|---|---|---|
| Loading sector leaders… | ||||||
Top 10 stocks per sector by net shares sold (share-based 13F QoQ exits + congressional net selling).
Loading sectors…
| Rank | |||||||
|---|---|---|---|---|---|---|---|
| Loading sector selling… | |||||||
Institutions making concentrated sector and industry bets, ranked by share-based net accumulation QoQ.
Loading institutional concentration…
No matches for the current filter.
Compare sector and industry fundamentals from the latest two SEC quarterly periods (QoQ).
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Screens built from 13F filings, Form 4 insider trades, and congressional disclosures.
0–100 conviction when institutions, insiders, and Congress align on the same ticker.
| # | Ticker | Score | Institutional | Insider | Congress | Alignment |
|---|---|---|---|---|---|---|
| Loading smart money scores… | ||||||
New 13F positions opened by the top 10 institutions on rolling 1-year performance. Select a fund to see its new buys.
Loading funds…
| Ticker | Issuer | |||
|---|---|---|---|---|
| Loading new entries… | ||||
Stocks with both institutional buying and insider buying.
Loading double signals…
| Loading double signals… | ||||||||
Institutional and insider buying activity within the selected window.
| Institution | Type | Position value | Shares change | Filing date |
|---|
| Insider | Role | Purchase value | Shares | Date |
|---|
Stocks with institutional buying, insider buying, and politician buying.
Loading triple signals…
| Loading triple signals… | |||||||||||
Institutional, insider, and politician buying activity within the selected window.
| Institution | Type | Position value | Shares change | Filing date |
|---|
| Insider | Role | Purchase value | Shares | Date |
|---|
| Politician | Party | Chamber | Est. purchase | Date |
|---|
Stocks where institutions and insiders disagree — accumulation vs selling, and the reverse.
Computing conflict signals…
| Select Conflict Signals to load. | ||||||||
How strongly do the institutions that own each stock believe in it? Proprietary 0–100 score from 13F portfolio weights, breadth, accumulation, and persistence.
| Ticker | Conviction | Median weight | >2% holders | Accumulation |
|---|
Loading conviction scores…
| Rank | |||||||||
|---|---|---|---|---|---|---|---|---|---|
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Which stocks are institutions just starting to discover? Adoption-focused 0–100 score from 13F holder growth — not dollars invested.
Loading institutional discovery…
| Rank | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Loading institutional discovery… | |||||||||
Research utilities built on SEC filing data — valuation, comparison, and scenario analysis.
Theoretical intrinsic value from projected free cash flow. Filing inputs are editable; assumptions drive the model.
DCF valuation is an estimate based on user-selected assumptions and is not investment advice.
No stock selected
Bear / Base / Bull cases use constant FCF growth with their own WACC and terminal growth. Not predictions.
| Case | FCF growth % | WACC % | Terminal growth % |
|---|---|---|---|
| Bear Case | |||
| Base Case | |||
| Bull Case |
Estimate weighted average cost of capital using filing-derived debt, tax rate, and market-based equity assumptions.
WACC (Weighted Average Cost of Capital) estimates the average return required by a company's shareholders and lenders. In a DCF, it is used as the discount rate for future cash flows.
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Higher WACC → lower DCF valuation
Lower WACC → higher DCF valuation
Earnings Power Value capitalizes normalized sustainable earnings — no assumed future growth.
EPV estimates the value of a company based on sustainable normalized earnings without assuming future growth.
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Bear / Base / Bull vary normalized margin and WACC only — no growth forecasts.
| Case | Normalized margin % | WACC % |
|---|---|---|
| Bear Case | ||
| Base Case | ||
| Bull Case |
Market capitalization plus debt, minus cash — the value of the operating business.
Enterprise Value represents the value of the operating business, taking both debt and cash into account.
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Implied share price from diluted EPS × a selected P/E multiple.
P/E valuation estimates a company's implied share price by applying a selected earnings multiple to earnings per share.
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| Case | P/E multiple |
|---|---|
| Bear Case | |
| Base Case | |
| Bull Case |
Implied equity value from EBITDA × an EV/EBITDA multiple, adjusted for debt and cash.
EV/EBITDA valuation estimates enterprise value by applying a selected multiple to EBITDA, then adjusts for debt and cash to derive equity value.
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| Case | EV/EBITDA |
|---|---|
| Bear Case | |
| Base Case | |
| Bull Case |
Free cash flow relative to market capitalization and enterprise value.
FCF Yield measures the free cash flow generated relative to a company's market value. Higher FCF yield generally means more cash generation relative to the valuation.
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Stocks with the most similar filing profile — institutional holders, activity, insiders, politicians, and signals.
Similarity uses existing 13F, insider, politician, and signal data. It does not use price history, fundamentals multiples, or analyst ratings.
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Search for a stock to find similar filing profiles.