Investment Research Guides
Practical guides to reading SEC filings and tracking institutional, insider, activist, and congressional trading activity.
What Is a 13F Filing? SEC Institutional Holdings Explained
A 13F filing is a quarterly SEC report disclosing institutional investment managers' US equity holdings. Learn who files, what's included, the 45-day lag, and how to track hedge fund positions.
Insider Trading: How to Track SEC Form 4 Filings
Insider trading occurs when corporate officers, directors, or major shareholders buy or sell their own company's stock. Learn how Form 4 filings work, what insider buys reveal, and how to track them.
Activist Investing: Understanding SEC 13D and 13G Filings
When an investor acquires more than 5% of a company's shares, they must file a Schedule 13D or 13G with the SEC. Learn the difference between activist and passive filings, what triggers disclosure, and how to track major ownership stakes.
Congressional Stock Trading: The STOCK Act Explained
The STOCK Act requires members of Congress to publicly disclose their stock trades within 45 days. Learn how the law works, who must disclose, reporting gaps, and whether politicians beat the market.
Best 13F Trackers: 11 Hedge Fund Tracking Tools Compared (2026)
The best 13F tracker depends on what you weight: coverage, analytics depth, or price. Eleven tools - WhaleWisdom, HedgeFollow, Dataroma, Fintel, Quiver Quantitative, and more - ranked against four stated criteria, method disclosed.
Congress Stock Trading Tracker: How to Follow Politician Trades
A congress stock trading tracker turns STOCK Act disclosures into a searchable feed of politician trades. How the 45-day disclosure window works, what to look for, and how the tracker landscape compares.
How to Copy a Hedge Fund Portfolio With 13F Filings
Copy a hedge fund's portfolio by replicating the top holdings from its quarterly 13F filing - clone investing. How the mechanics work, what the 45-day lag costs, equal vs conviction weighting, and how to backtest first.
Do Congress Members Beat the Market? What a Fair Test Shows
Some members of Congress beat the market and most do not - the answer depends on how it's measured. Why per-trade matched SPY benchmarking is the only fair test, and where naive comparisons go wrong.