Question 1

Where does the data come from?

Accepted Answer

All holdings data comes directly from SEC EDGAR 13F filings - official quarterly reports that investment managers with $100M+ in assets are legally required to file. On top of this, we layer market price data to compute proprietary analytics like Double-Down Detection, estimated P&L, and Best Trades. The result is a unique analytics layer beyond raw filing data - not a wrapper around a third-party API.

Question 2

Does the Conviction Score actually work?

Accepted Answer

We forward-tested across 11 years of data (2014-2025). Key finding: higher conviction bands have historically shown higher average P&L and win rates than lower bands. However, this does NOT guarantee outperformance vs. the market. Historical patterns may not repeat. The score is best used as a research filter to prioritize which institutional moves to investigate, not as a trading signal. See the full breakdown at /analytics/backtesting.

Question 3

How fresh is the data?

Accepted Answer

SEC 13F filings have a 45-day lag - funds file roughly 45 days after quarter end (mid-February, mid-May, mid-August, mid-November). But 13F data's value isn't in speed - it's in revealing long-term positioning and conviction patterns. We process filings within hours of SEC publication, so you see the data as soon as it's available.

Question 4

How does the Conviction Score work?

Accepted Answer

Conviction Score (0-100) measures how meaningful a position is to a fund based on three dimensions: commitment (portfolio weight), action intensity (position change magnitude), and credibility (dollar magnitude). All three dimensions must be strong for a top score - strength in one area can't compensate for weakness in another. See our full methodology at /conviction-score.

Question 5

What's the difference between Pro and Pro+?

Accepted Answer

Both give you full access to all 17+ analytics pages. The key difference is depth: Pro ($19/mo) includes 2 years of historical data and CSV exports. Pro+ ($49/mo) extends this to 7+ years of history (back to 2014), larger data exports, and priority support. Choose Pro+ if you want to analyze long-term institutional trends. API access is available on Enterprise plans.

Question 6

How is this different from other 13F platforms?

Accepted Answer

Most 13F platforms show you raw filing data - the same tables you could pull from SEC EDGAR yourself. HoldingsIntel adds 17+ proprietary analytics layers on top: Conviction Scoring, Double-Down Detection, Fund DNA, 5-Star Fund Ratings, and a 4-signal Smart Money Convergence that synthesizes institutional, insider, activist, and congressional trading activity. Analytics you won't find on typical 13F or Congress trading platforms. And at $19/mo, we're a fraction of the cost.

Question 7

Can I cancel anytime?

Accepted Answer

Yes, you can cancel your subscription at any time. You'll retain access until the end of your billing period with no additional charges.

Question 8

Can I try before committing?

Accepted Answer

The Free tier IS your trial. Browse every filer, see conviction scores on preview rows, and explore every analytics page with up to 25 results. When you see data worth paying for, upgrading is instant - and you can cancel anytime.

Question 9

What if I'm not a professional investor?

Accepted Answer

HoldingsIntel is designed for retail investors. Professional investors already have Bloomberg terminals and prime broker data. Our analytics translate institutional filing data into signals anyone can understand - no finance degree required. The Conviction Score tells you how serious a position is on a simple 0-100 scale.

Question 10

How often is new data available?

Accepted Answer

New data arrives quarterly, aligned with the SEC filing calendar. Institutional investors file 13F reports roughly 45 days after each quarter end. We process filings within hours of publication and refresh all analytics automatically. You'll always see the latest available data.

Question 11

Why only 547 funds when competitors track 10,000+?

Accepted Answer

Our 547 curated institutional investors represent ~80% of all 13F-reported institutional equity. The ~8,000 additional filers on competitor platforms collectively manage the remaining ~20%. We focus on the funds that actually move markets, then apply 10+ proprietary analytics layers on top of the raw data.

Question 12

How is HoldingsIntel different from other 13F analytics tools?

Accepted Answer

HoldingsIntel offers proprietary analytics not found elsewhere: Conviction Scoring (0-100 position significance), Double-Down Detection (contrarian signals), Fund DNA (investing archetypes), 7-dimension Fund Star Ratings, and 4-signal Smart Money Verdict combining institutional, insider, activist, and congressional data.

Question 13

Is 13F data reliable for investing?

Accepted Answer

13F data reflects actual positions held by institutions managing $100M+. While there is a 45-day reporting delay, HoldingsIntel's forward-testing shows that high-conviction positions have historically outperformed.

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