The Ownership Tab provides detailed information about the owners of a stock and the status of their position. See who has established a new position, who has added to an existing position, whose position remains unchanged, and who has reduced a position.
All ownership data is sourced from owners’ 13F/13G filings.
Asterisks symbols next to an owner’s names indicate that the data is sourced from older filings.
•Items with one asterisks (*) are from 1 quarter ago
•Items with two asterisks (**) are from 2-4 quarters ago
•Any owners with report dates older than 4 quarters will not be reflected until they report again.
The Ownership Tab is not visible by default. To access the tab from the Symbol view, open the Related Information Panel by clicking the vertical gray bar on the right, and then click the Ownership button.
Click Ownership Report at the bottom of the panel. The full report will appear in the Ownership tab.
To view an owner’s constituent holdings, click on the owner name in the report and select View Constituents.
This will open a temporary list in List Manager displaying the owners’ holdings. Holdings are sourced from 13F/13G filings.
Funds
Click Funds to see ownership data from funds. Choose to include Mutual Funds, Hedge Funds, or both.
Advisors
Click Advisors to see ownership data from investment advisors.
Banks
Click Banks to see ownership data from banks.
Other
Click Other to see ownership data from miscellaneous owners. Choose to include Corporations, Individuals, Insurance Companies, Other Managers, or all.
All
Click All to see ownership data from all owners—Funds, Advisors, Banks, and Other. Choose to display data By Top Owners, By Position Type, or By Owner Type.
Passive Owners
For each type of owner, choose to Show or Hide the Passive Owners.
Find Feature
Use the find feature in the upper right corner of the report to highlight and find specific keywords in the Ownership Report.
Please note that the find feature requires the Ownership Report Limit to be off. To turn the Report Limit off, click the gear icon in the upper right corner of the screen, and select OFF.
Sorting Options
Click on a column name to sort the data by that metric. Hit the control-key on the keyboard and click on a different column name to do a secondary, tertiary, etc. sort on that column.
Data Options
Click on the data items themselves to toggle between different views or types of data.
Toggle between Rank and YTD
Toggle
between % of Portfolio and Holdings Rank
Toggle between Shares and ∆Shares
Click the Full Screen icon to maximize the report on the monitor.
Click the Gear icon to change the text size or set a Report Limit to limit the number of visible rows.
