Research 13F holdings and institutional ownership across 500+ asset managers
AI copilot that interprets marketing data and recommends actions
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
CA
Pricing model
Freemium
Freemium
Pricing
Monthly plan: $19.9/mo includes every quarter of history, full holders lists, 5,000 credits, and daily check-in +20 credits. Yearly plan: $169/yr (saves 29% vs monthly) includes all monthly features plus 60,000 credits and CSV export exclusive to yearly subscribers.
Freemium: Free forever. PRO: $28 CAD/month (billed annually, save $84/year; $30 per additional source). TEAM: $68 CAD/month (billed annually, save $204/year; 5 sources included, $25 per additional source). GROWTH: $119 CAD/month (billed annually, save $360/year; 10 sources included, $20 per addition
Key features
Quarterly 13F filings normalized from 500+ asset management companies
Co-holdings analysis showing which managers own the same securities
Reported position changes tracking increases and reductions
AMC Screener to browse asset management companies with holdings and portfolio value
AMC AI research assistant backed by 13F data
Industry exposure analysis by GICS sectors
Buy/Sell Trends to spot accumulation and distribution across managers
Watchlist to track favorite stocks and manager position changes
Side-by-side company comparison tool
CSV export capability on yearly subscription
AI copilot that interprets data and recommends actions in plain language
Continuous monitoring with anomaly detection and outage alerts
Automatic data harmonization across multiple platforms
Industry-specific contextualization and benchmarking
Multi-source data integration with rapid setup
Natural language chat interface for follow-up questions
Support for Google Business Profile, GA4, Meta Ads, Google Ads, TikTok, Shopify and more
Ready-to-use dashboards requiring no code or installation
What makes it different
Covers 556 asset managers with 105,788 holdings across 5,271 stocks
Data sourced directly from official SEC Form 13F filings without substitution or inference
AI-powered research assistant with never-expiring credits
AI copilot that learns your business context and improves recommendations over time
Proactive anomaly detection identifies data collection issues within minutes
Unified, harmonized data across all marketing channels in one dashboard
Industry benchmarks provide context to understand performance relative to peers
Setup in under 10 minutes with no credit card for Freemium plan
AMC Stocks Hub
SmartBI