Why it holds up
The hard part, done
The data engineering behind the answers — the same rules the Kaleidoscope Console runs on, so both products give one answer per question.
Share classes merged
Multi-class names are aggregated the way the street actually holds them — GOOGL's institutional ownership reads 66%, not the 38% a single class shows.
Canonical holders
Holder events are read on canonical manager identities, with quarter-over-quarter changes computed from our own prior-quarter join — filing-supplied "new" flags are not trusted.
Splits restated
Forward splits are restated across position history, so a trail never shows a phantom trim.
The tools
What the ownership licence unlocks
23 tools live · 13 landing. Tools marked “landing” are specified against a live Console report and arriving next.
holders_combined
one register: 13F + 13D/G + Form 4, split-restated
Live
thirteenf_holders
top institutional holders with quarter-over-quarter action
Live
thirteenf_position_history
a manager's multi-year trail in one name
Live
thirteenf_smart_money_consensus
net notable-fund buying in a name
Live
insiders_of_company
Form 4 flow for one company
Live
insider_cluster_screen
clustered open-market insider buys
Live
short_interest
% of float, days to cover, settlement date
Live
fund_equity_holders
N-PORT funds holding a name
Live
ownership_summary
the Console Ownership Summary in one call
Landing
insider_track_record
the buyer's history: do their buys work?
Landing
Try these first
Three questions to ask tomorrow
Who are AMRK's largest combined holders?
Rank my watchlist by consecutive quarters of institutional inflow.
What's GME's short interest and days to cover?
Who runs on it
Desks that lead with ownership
Hedge funds
Idea generation, 13F flow, activist campaigns, and company deep-dives — answered inside your AI client with every...
Quant research
Point-in-time filings, survivorship-complete base rates, and event signals you can query "as of" any date. Prototype...
The other families