Ownership
Follow the institutional money
Brief Equity ownership follows the institutional money through quarterly 13F filings. Search any company to see who holds it, or X-ray any fund to see how a manager invests through turnover, performance, and concentration. It also turns an ownership lens on your watchlists, filtered automatically to the tickers you track.
Watch the walkthrough
Two directions, one dataset
Ownership reads both ways. Open any stock to see every institution that holds it, the largest positions, and who bought or sold this quarter. Open any fund to X-ray its full portfolio: turnover, one-year relative performance, concentration, and its biggest adds and exits.
Ownership, scoped to your watchlists automatically
Most ownership tools make you look up one company at a time. Brief Equity already knows what you follow, so it filters institutional 13F ownership down to the exact tickers across your watchlists, automatically. The Tickers view shows how holders, dollars, and positions moved for each stock you track. The Funds view flips it around: the institutions active across your whole watchlist, ranked by conviction and recent buying or selling.
Follow the funds that matter to you
Save the funds you want to watch and keep them in one dashboard, with portfolio value, position count, and quarter-over-quarter activity surfaced for each one.
Frequently asked questions
- Where does ownership data come from?
- Quarterly institutional 13F filings. Brief Equity surfaces holders, fund portfolios, and how positions change quarter over quarter.
- Can I see institutional ownership for just my watchlist?
- Yes. Brief Equity automatically filters 13F ownership to the tickers across your watchlists, with a Tickers view of how ownership moved for each stock you track and a Funds view of the institutions active across your watchlist.
- Can I follow specific funds?
- Yes. Save the funds you want to track for a dashboard of their quarterly activity, and turn the watchlist ownership lens on the tickers you already follow.
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
Individual stocks across unlimited lists, each with the columns you choose, plus an events calendar and a full stock page behind every ticker.
ExploreKnowledge graph
See how it all connects
Your watchlists, tickers, briefs, notes, and the funds you follow, rendered as one force-directed graph.
Explore