Every quarter, the SEC publishes what institutional investors hold. Optionality parses these 13-F filings and shows you the moves, cross-referenced against your own portfolio.
Quarterly 13-F filings from the funds that consistently outperform, parsed and ready for you.
We parse raw SEC 13-F filings into clean, actionable reports. See exactly what each fund bought, sold, increased, or trimmed, with dollar amounts and position sizes.
Positions you also hold are flagged automatically, so you instantly see where your portfolio aligns with the best.
Optionality AI understands both the 13-F data and your portfolio. Ask it anything about institutional moves and it will give you context, not hype.
13-F filings are delayed by 45 days. The AI factors this into every recommendation so you never chase stale data.
Optionality compares your holdings against every tracked fund and shows overlap percentages, shared positions, and where your conviction aligns with institutional money.
When 3 or more top funds hold the same position you do, that is a strong signal worth paying attention to.
Track institutional moves, compare them to your portfolio, and make decisions backed by data instead of headlines.