Ownership
Follow the institutional money
Brief Equity ownership follows the institutional money through quarterly 13F filings — curated superinvestors, a fund X-ray of turnover, performance and concentration, an ownership lens over your watchlists, the funds you save to follow, and 13D activist filings.
Curated superinvestors
Start from a curated set of notable institutional managers — the superinvestors worth watching — rather than a blank search box.
Fund X-ray
For any fund, see its portfolio turnover, one-year relative performance, and concentration alongside its full holdings — an X-ray of how a manager actually invests.
The watchlist ownership lens
Turn the lens on your own watchlists: which institutions hold the tickers you track, and how their positions changed quarter over quarter.
Saved funds
Save the funds whose moves you want to follow, with their quarterly activity surfaced for you.
13D activist filings
See 13D activist-ownership signals alongside the quarterly 13F picture, so an activist building a stake does not slip past you.
Frequently asked questions
- Where does ownership data come from?
- Quarterly institutional 13F filings plus 13D activist filings — Brief Equity surfaces holders, fund activity, and how positions change quarter over quarter.
- Can I follow specific funds?
- Yes. Save the funds you want to track and see their quarterly activity, plus an ownership lens over the tickers on your own watchlists.
One workspace
How it connects
Brief Equity isn't a stack of separate tools — this surface flows straight into the rest of the workspace.
Watchlists
Track every position in one place
Brief Equity watchlists track individual stocks across unlimited lists, each with the columns you choose — price, fundamentals, dividends, and your own conviction. Every watchlist also drives an events calendar and opens onto a full stock-detail page with price history, an interactive chart, and dividends.
ExploreKnowledge graph
See how it all connects
The Brief Equity knowledge graph renders your watchlists, tickers, briefs, notes, and the funds you follow as one force-directed graph — visible proof that everything you track and everything you write are part of the same workspace.
Explore