Investment Allocations & 13F Holdings Data
Track how thousands of institutional investors allocate capital across securities and asset classes. Wealthmetrica processes quarterly 13F filings so you can see what each firm holds and how its positions change from quarter to quarter.
Understanding 13F Filings
Institutional investment managers with $100 million or more in qualifying assets are required by the SEC to file Form 13F quarterly, disclosing their equity holdings. These filings provide a public window into the investment decisions of hedge funds, mutual funds, pension plans, insurance companies, and registered investment advisors.
Wealthmetrica imports 13F filings each quarter from the SEC's published data sets. We parse each filing to extract individual security positions, share counts, market values, and any changes from the prior quarter. The result is a structured, searchable database of institutional holdings that you can use to understand what the largest investors are buying, selling, and holding.
Allocation Analysis Features
Go beyond raw holdings data with Wealthmetrica's allocation analysis tools. View how a firm's portfolio breaks down across asset classes — equities, fixed income, alternatives, ETFs, and mutual funds. Track quarter-over-quarter changes to see where firms are increasing or decreasing exposure.
Compare allocation patterns across firms to identify trends in the broader market. For example, see which RIAs are increasing their allocation to active ETFs, which are shifting from mutual funds to separately managed accounts, or which firms are adding exposure to alternative investments. These insights help asset managers position their products where demand is growing.
Historical Trends
Wealthmetrica keeps holdings across multiple quarters, so you can follow a firm's positions over time and see what it added, trimmed or exited. A firm's allocation, quarter by quarter, says a lot about its investment philosophy and direction of travel.
Read holdings next to the firm's Form ADV profile and Alts-readiness signals to judge whether its portfolio suggests an appetite for the strategy you are raising for.
Use Cases for Holdings Data
Fund distribution teams use holdings data to prioritize outreach based on actual portfolio composition rather than guesswork. If an RIA is underweight in international equities compared to peers, that signals a potential fit for an international equity fund.
Research analysts track holdings changes across the institutional landscape to identify emerging trends — like a growing preference for ESG-screened ETFs or a sector rotation into healthcare equities. M&A advisory teams use allocation data to identify firms with concentrated positions that might benefit from diversification services or strategic partnerships.
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