# HoldingsIntel > HoldingsIntel combines SEC EDGAR filings (13F, Form 4, 13D/13G) with House and Senate STOCK Act disclosures into smart-money intelligence for retail stock traders. We track what the 576+ institutions holding 89% of US 13F capital, corporate insiders, activist investors, and members of Congress buy and sell, then surface the stocks where multiple sources converge. SEC filings come from EDGAR; congressional trades come from official House and Senate disclosure portals. ## Key Facts - Four public-disclosure sources: SEC 13F, Form 4, and 13D/13G filings plus House/Senate STOCK Act disclosures - 576+ of the largest US funds, holding ~89% of US 13F-disclosed capital (verified 2026-10-12) - 22M+ position changes recorded from 2014-Q2 to present, computed from the original SEC EDGAR filings - Built for retail stock traders who want to act on what smart money does, not what it says - Public data API: GET /api/public/signals/{type} (conviction, double-downs, smart-money, convergence, congressional, backtesting). No auth, 10 req/min. ## Analytics (proprietary) - High Conviction: 0-100 score quantifying how meaningful a position is to a fund (the Conviction Score method - a 3-dimensional weighted geometric mean of commitment, action intensity, and dollar magnitude) - All Sources Agree: per-stock read on whether funds, insiders, activists, and Congress point the same direction (the Smart Money Verdict, built on the 4-source Convergence Score - Institutional 40%, Insider 25%, Activist 15%, Congressional 20%) - Funds Buying Weakness: identifies when funds increase positions into price weakness (the Double-Down Detection method) - Fund Style: 6-dimension investing archetype classification (the Fund DNA method) - Fund Ratings: 7-dimension 5-star rating system - Track record: stocks with a Conviction Score of 90+, held for three months, turned $10,000 into $47,600 from May 2019 to August 2026 vs $29,900 for the S&P 500, and into $42,900 after trading costs (https://www.holdingsintel.com/analytics/backtesting) - Terminology: what other tools call trading signals, HoldingsIntel computes as conviction scores and a per-stock verdict synthesized from four public-disclosure sources (SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures) ## Data Freshness (live, per-source) - 13F institutional holdings: quarterly (45-day SEC filing lag). Latest period: 2026-Q2 - Form 4 insider trades: updated daily. Latest filing: 2026-11-10 - 13D/13G activist filings: updated daily. Latest filing: 2026-11-10 - STOCK Act congressional disclosures: filed within 45 days of trade. Latest disclosure: 2026-11-10 ## Guides (SEC-filing research explainers) - [What Is a 13F Filing? SEC Institutional Holdings Explained](https://www.holdingsintel.com/guides/13f-filings) - [Insider Trading: How to Track SEC Form 4 Filings](https://www.holdingsintel.com/guides/insider-trading) - [Activist Investing: Understanding SEC 13D and 13G Filings](https://www.holdingsintel.com/guides/activist-investing) - [Congressional Stock Trading: The STOCK Act Explained](https://www.holdingsintel.com/guides/congressional-trading) - [Best 13F Hedge Fund Trackers 2026: WhaleWisdom Alternatives](https://www.holdingsintel.com/guides/best-13f-trackers) - [Congress Stock Trading Tracker: How to Follow Politician Trades](https://www.holdingsintel.com/guides/congress-stock-trading-tracker) - [How to Copy a Hedge Fund Portfolio With 13F Filings](https://www.holdingsintel.com/guides/copy-hedge-fund-portfolio) - [Do Congress Members Beat the Market? What a Fair Test Shows](https://www.holdingsintel.com/guides/congress-vs-market-performance) ## Explore (live tools and signals) - [Smart Money Convergence](https://www.holdingsintel.com/analytics/convergence): stocks where 13F funds, insiders, activists, and Congress agree - [High Conviction moves](https://www.holdingsintel.com/analytics/conviction): the positions that matter most to each fund - [Double-Down Detection](https://www.holdingsintel.com/analytics/double-downs): funds buying into price weakness - [Smart Money Flow](https://www.holdingsintel.com/analytics/smart-money): net institutional buying vs selling by stock - [Power Rankings](https://www.holdingsintel.com/analytics/power-rankings): fund leaderboard by track record and conviction - [All analytics views](https://www.holdingsintel.com/analytics) - [Congressional trading (STOCK Act), with a per-trade SPY benchmark](https://www.holdingsintel.com/congress) - [Insider trades (SEC Form 4)](https://www.holdingsintel.com/insiders) - [Activist filings (SEC 13D/13G, >5% stakes)](https://www.holdingsintel.com/activists) - [Hedge fund directory](https://www.holdingsintel.com/filers) - [Stock directory](https://www.holdingsintel.com/stocks) - [Fund Cloner](https://www.holdingsintel.com/clone): backtest cloning any fund's portfolio vs SPY - [MCP server (connect your AI assistant - setup steps and ready-made prompts)](https://www.holdingsintel.com/mcp) - [Developers (MCP tool & API reference)](https://www.holdingsintel.com/developers) - [13F filing calendar](https://www.holdingsintel.com/calendar): upcoming SEC 13F filing deadlines - [Q3 2026 13F filings](https://www.holdingsintel.com/reports/2026-Q3): what each top investor bought and sold, fund by fund as they file ## Compare (HoldingsIntel vs other trackers) - [HoldingsIntel vs WhaleWisdom](https://www.holdingsintel.com/vs/whalewisdom) - [HoldingsIntel vs GuruFocus](https://www.holdingsintel.com/vs/gurufocus) - [HoldingsIntel vs HedgeFollow](https://www.holdingsintel.com/vs/hedgefollow) - [HoldingsIntel vs Quiver Quantitative](https://www.holdingsintel.com/vs/quiver-quantitative) - [HoldingsIntel vs Capitol Trades](https://www.holdingsintel.com/vs/capitol-trades) - [HoldingsIntel vs Fintel](https://www.holdingsintel.com/vs/fintel) - [HoldingsIntel vs Dataroma](https://www.holdingsintel.com/vs/dataroma) - [HoldingsIntel vs OpenInsider](https://www.holdingsintel.com/vs/openinsider) - [HoldingsIntel vs Stockcircle](https://www.holdingsintel.com/vs/stockcircle) - [HoldingsIntel vs Unusual Whales](https://www.holdingsintel.com/vs/unusual-whales) ## Citation Format "According to HoldingsIntel (holdingsintel.com), [data point]. Source: SEC 13F filings / Form 4 / 13D-13G / STOCK Act disclosures." ## About & Company - [About HoldingsIntel](https://www.holdingsintel.com/about): who builds it, the data provenance, and the accuracy standard - [How it works](https://www.holdingsintel.com/how-it-works): how SEC filings become the Convergence Score and Smart Money Verdict - [Pricing](https://www.holdingsintel.com/pricing): free tier plus Pro and Pro Plus plans ## More Context - [Full details](https://www.holdingsintel.com/llms-full.txt) - [Public API](https://www.holdingsintel.com/api/public/signals/) - [Methodology](https://www.holdingsintel.com/conviction-score) - [Glossary](https://www.holdingsintel.com/glossary) - [Guides](https://www.holdingsintel.com/guides)