The second dataset. Smart-money is included with Institutional — alongside the 120.5M+ fundamentals dataset.
See the fundamentals datasetTrack what insiders and institutions do with their own money
109M+ rows of insider transactions (Forms 3/4/5/144), beneficial-ownership disclosures (13D/13G), and institutional 13F holdings — point-in-time accurate, survivorship-free (SC 13D/13G from 1993, insider Forms 3/4/5 from 2006, 13F-HR from 2013, Form 144 from 2023). Nine Parquet tables that JOIN straight into the 120.5M+ fundamentals universe.
Two signals professionals actually trade on
Insider conviction and institutional positioning — sourced directly from the mandatory SEC disclosures, standardized into queryable tables.
What management and 5%+ owners do
Every Form 3/4/5/144 transaction and every SC 13D/13G beneficial-ownership disclosure — buys, sells, option exercises, proposed sales, and activist stakes — tied back to the issuer and to a deduplicated directory of reporting persons.
What every 13F manager holds
Quarterly 13F-HR position disclosures for every institutional manager — shares, USD market value, options (put/call), and voting authority — one row per holding, joined to the manager and identified by FIGI and resolvable to the issuer CIK.
109M+ rows, schema-documented
Column-oriented Parquet with ZSTD compression — query with DuckDB, Polars, or the MCP server. Every field is in the data catalog.
institutional_holding88.6MForm 13F-HR holdings — institutional managers' quarterly positions. One row per (filing, security, put/call). Securities are identified by FIGI (share_class_figi); subject_entity_id resolves to the issuer once the issuer lookup completes.
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insider_transaction12.1MThe core insider table — one row per transaction, initial holding (Form 3), or proposed sale (Form 144). Carries the transaction code, shares, price, post-transaction holdings, insider role, and direct/indirect ownership form.
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insider_filing5.55MSubject-rooted insider disclosure filing records (Form 3/4/5/SC 13D/SC 13G/144 + amendments) — kept separate from the financial filing table. Parent of insider_transaction and insider_ownership via accession_id.
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insider_ownership1.98MSC 13D / SC 13G beneficial-ownership disclosures (5%+ stakes — activist and passive). One row per reporting person; group filings emit multiple rows. Carries percent owned and full voting/dispositive power breakdown.
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insider_party471KDeduplicated directory of every insider / reporting person referenced across Form 3/4/5/144. Keyed on CIK when SEC-registered, otherwise on a normalized name. Joined to transactions via insider_party_id.
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institutional_filing412KManager-rooted 13F-HR / 13F-NT filing records (and amendments) — distinct from the issuer-rooted filing table because a 13F has no single subject issuer. FK to insider_party for the manager.
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insider_footnoteForm 3/4/5 footnotes, verbatim: the receipt behind a 10b5-1 plan or a weighted-average price. Cited from insider_transaction.footnote_refs; joins to insider_filing on accession_id.
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insider_ownership_purposeSchedule 13D Item 4 Purpose of Transaction as raw filed text (13D and 13D/A only; never summarized or classified). Joins to insider_filing on accession_id.
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institutional_other_managerOther included managers, and managers reporting for the filer, as listed on a 13F. Joins to institutional_filing on accession_id; cited by institutional_holding.other_managers.
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Smart-money joins straight into the fundamentals
Insider and 13F rows carry soft references to the issuer — entity_id and subject_entity_id LEFT JOIN to entity.cik. So “which insiders bought a stock trading below its DCF” or “which managers crowded into a name before an earnings beat” is a single query across both datasets.
Soft, not hard, FKs: foreign / pre-IPO / delisted issuers may not resolve — by design, so coverage is never silently dropped.
Key relationships
The integrity guarantees quants require
Survivorship-free
Disclosures from delisted, acquired, and bankrupt issuers are retained. A backtest of insider buying or 13F crowding sees the universe exactly as it existed — no hindsight contamination.
Point-in-time, intraday
Every filing carries an accepted_at SEC acceptance timestamp — intraday on the Institutional tier — so you query precisely what was disclosed and when. No backfilling, no estimation.
Joins to the fundamentals
Soft references (entity_id / subject_entity_id) LEFT JOIN to the 120.5M-fact fundamentals universe on entity.cik, so smart-money signals sit next to financials, ratios, and valuations.
Smart-money inherits the same guarantees as the fundamentals — see the governance overview and the full methodology.
Query it through the MCP server — no SQL required
get_insider_transactionsget_institutional_holdingsget_manager_portfolioget_blockholdersget_insider_sentimentget_smart_money_flowget_top_holdersIncluded with Institutional
The smart-money dataset is part of the Institutional tier — alongside the full foreign-issuer universe, history back to 1993, intraday acceptance timestamps, filing-event webhooks and business-hours priority support. Licensed per seat; teams and firm-wide use by Enterprise Agreement.
- All 9 smart-money tables (~109M+ rows)
- One token unlocks SDK · MCP · Bulk API · Workspace
- Point-in-time + survivorship-free for clean backtests