Research 13F holdings and institutional ownership across 500+ asset managers
AI transformation planning and assessment for small and mid-size companies
Stage
Not given
Startup
Founded
Not given
2026
Based in
Not given
US
Pricing model
Freemium
Paid
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.
AI Transformation Journey: $495 (founding price, limited time; standard price $2,495). RAISE OS™ AI Maturity Assessment: $299. Journey includes the assessment for up to six leaders and 30 days of corrections. Both are one-time payments with no subscription.
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
Three guided AI sessions delivered in web app on your own schedule
Voice or text responses with automatic saving
18-month AI roadmap delivered as three PDF documents
One-page summary, roadmap, and companion document
30-day make-it-right guarantee with revision option
Add a Process feature to cover additional processes (coming soon)
90-Day Check-ins to update roadmap (coming soon)
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
Asks hard questions designed to dig in and stay specific to your business, unlike general AI chatbots
No vendor pitch or product recommendations, just independent advice
Includes team assessment with up to six leaders' perspectives
All numbers are labeled and traceable to your own data
AMC Stocks Hub
Tier8