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OwnershipTrace Premium

Follow important ownership and transaction disclosures beyond quarterly 13F reports, with original filing provenance.

USD 20 per month

Plus applicable taxes, shown at checkout. Billed monthly, renews automatically, no minimum term.

Active ownership

Complete Schedule 13D activity, filer and company research, amendments, and original filing provenance.

Passive ownership

Schedule 13G stakes, reported changes, and source disclosures.

Insider transactions

Search reported company-insider transactions, people, companies, and source filings.

Short interest

Explore reported short positions, changes, and company history with FINRA source details.

Export to Excel and CSV

Download any table with your filters applied, up to 10,000 rows, with plain numbers and dates ready for your own analysis.

Fund portfolios

Look inside individual mutual funds and ETFs from Form N-PORT, their asset mix, and the companies gaining or losing fund holders.

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