Follow institutional filings the moment they hit SEC EDGAR — live feed, AUM rankings, smart-money signals, flows, crowding and portfolio quant analytics, with a Claude executive summary and quantitative email alerts on the institutions you watch.
Every indexed institution is scored automatically each quarter. The strongest signals surface first, and your watchlist is always ranked on top.
Portfolio value up sharply quarter-over-quarter, with at least as many new positions as closed ones. Signals active buying.
Portfolio value down sharply versus the prior quarter. Signals de-risking or offloading — value changes include price effects.
Many positions opened and closed in a single quarter. Signals a strategic repositioning of the book.
Top 10 holdings dominate the portfolio. Flagged as a high-conviction, low-diversification book.
A single position weighs a very large share of the portfolio. The name is displayed directly in the signal tag.
Add stocks by name or CUSIP. Any institution holding one in its top 10 is flagged and ranked first.
From the live filings feed to portfolio-level quant risk — everything you need to read smart money, in one workspace.
Follow 13F filings as they are accepted by the SEC, rank institutions by AUM and surface the strongest signals.
Find who owns any stock, see where money is moving and compare up to four institutions side by side.
Measure how many filers hold each stock and whether positioning is building up or unwinding.
Up to 8 quarters of 13F history turned into concentration, attribution, risk and benchmark-relative statistics.
Get emailed when a rule triggers on a new quarter, and ask Claude about the data currently on screen.
Relative positioning, benchmark risk and downside statistics on every institution — with clear methodology and no black box.
How different the portfolio is from the aggregate 13F market.
Sensitivity of the passive return versus SPY, QQQ, IWM, DIA, VTI or ACWI.
Annualised CAPM excess return not explained by market beta.
Volatility of active returns and return earned per unit of active risk.
Annualised risk-adjusted return with an adjustable risk-free rate.
Return per unit of downside deviation only. Also shows Calmar ratio.
Largest peak-to-trough decline of the quarter-end passive series.
Parametric one-quarter loss and tail loss — indicative, shown from 3+ quarters.
Methodology: 13F filings cover long US equity positions at quarter-end only. "Passive return" is the weighted price return of carried-over holdings — a descriptive proxy, not fund performance.
From SEC EDGAR to a Claude executive summary and an email alert — automatically.
Browse the live feed and AUM rankings, then star institutions and add stocks by name or CUSIP. New filings are indexed automatically.
Signals, flows, crowding, overlap, active share, beta and drawdown are computed from up to 8 quarters of 13F positions.
Generate a Claude executive summary of the tab on screen, ask follow-up questions, and receive quantitative alerts by email.
Learn from the workflows, tips and best practices shared across our Learning Paths — curated from what our community reads the most.
Join analysts and investors using the Mextyl Institutional Tracker to follow 13F filings live, spot accumulation and crowding early, and let Claude summarize what matters.
Mextyl
When you visit our website, it may store or retrieve information in your browser, mostly in the form of cookies. This information may be about you, your preferences or your device and is used to make the site work as expected. It does not usually identify you directly, but it helps us provide a more relevant experience. You can choose not to allow certain types of cookies below. Blocking some categories may impact the site's functionality.