VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Thursday, January 8, 2026

Matchup hub

Compare AUM 13F

Every head-to-head showdown featuring AUM 13F. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

Fintel overlaps on 13F, 13D/13G, and Insider Data and pushes into Short Interest and Which ETF includes this Stock? with AUM 13F and is the quickest matchup to review first.

Fintel, Fiscal.ai, and InsideArbitrage keep freemium tiers so you can benchmark AUM 13F without committing budget.

AUM 13F rivals most often add coverage in Screeners, Institutional Data, and News, so focus there when evaluating upgrades.

24

Matchups catalogued

22

Include free tiers

8

Offer mobile access

67%

Avg category overlap

Category heatmap

How AUM 13F stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

  • Insider Data22
  • Watchlist22
  • Alerts20
  • Data Visualizations18
  • 13F14
  • 13D/13G9

Where rivals add depth

Common coverage areas that comparison partners introduce beyond AUM 13F.

  • Screeners23
  • Institutional Data16
  • News16
  • Financials14
  • Calendar13
  • Portfolio12

Where AUM 13F stands alone

Categories that remain exclusive to AUM 13F across these matchups.

  • Improved Filings17
  • 13D/13G15
  • 13F10
  • Data Visualizations6
  • Alerts4
  • Insider Data2

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push AUM 13F into new workflows.

Fintel logo

Fintel

86% overlap

Fintel overlaps on 13F, 13D/13G, and Insider Data, adds Short Interest, Which ETF includes this Stock?, and ETF Holdings coverage, keeps a free plan on the table while matching AUM 13F.

Fintel adds

  • Short Interest
  • Which ETF includes this Stock?
  • ETF Holdings
  • Screeners

AUM 13F keeps to itself

  • Data Visualizations

Shared platforms

Web

Shared pricing

FreeSubscription
Fiscal.ai logo

Fiscal.ai

86% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on 13F, Insider Data, and Improved Filings, adds Screeners, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching AUM 13F.

Fiscal.ai adds

  • Screeners
  • Stock Comparison
  • Portfolio
  • Investor Holdings

AUM 13F keeps to itself

  • 13D/13G

Shared platforms

Web

Shared pricing

FreeSubscription
InsideArbitrage logo

InsideArbitrage

86% overlap

InsideArbitrage overlaps on 13F, 13D/13G, and Insider Data, adds News, Calendar, and Special Situations coverage, keeps a free plan on the table while matching AUM 13F.

InsideArbitrage adds

  • News
  • Calendar
  • Special Situations
  • Acquisitions

AUM 13F keeps to itself

  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
CapEdge logo

CapEdge

86% overlap

Editor’s pick

Hands-on review

CapEdge overlaps on 13F, 13D/13G, and Insider Data, adds Screeners, Stock Comparison, and Financials coverage, keeps a free plan on the table while matching AUM 13F.

CapEdge adds

  • Screeners
  • Stock Comparison
  • Financials
  • Diff View

AUM 13F keeps to itself

  • Watchlist

Shared platforms

Web

Shared pricing

Free
SecForm4.Com logo

SecForm4.Com

86% overlap

SecForm4.Com overlaps on 13F, 13D/13G, and Insider Data, adds Institutional Data, Investor Holdings, and Screeners coverage while matching AUM 13F.

SecForm4.Com adds

  • Institutional Data
  • Investor Holdings
  • Screeners
  • Money Flow

AUM 13F keeps to itself

  • Improved Filings

Shared platforms

Web

Shared pricing

Subscription
BamSEC logo

BamSEC

71% overlap

Editor’s pick

Hands-on review

BamSEC overlaps on 13F, Insider Data, and Improved Filings, adds Screeners, Stock Ideas, and Diff View coverage, keeps a free plan on the table while matching AUM 13F.

BamSEC adds

  • Screeners
  • Stock Ideas
  • Diff View
  • Transcripts

AUM 13F keeps to itself

  • 13D/13G
  • Data Visualizations

Shared platforms

Web

Shared pricing

FreeSubscription
GuruFocus logo

GuruFocus

71% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on 13F, 13D/13G, and Insider Data, adds Screeners, Stock Ideas, and Stock Comparison coverage, keeps a free plan on the table while matching AUM 13F.

GuruFocus adds

  • Screeners
  • Stock Ideas
  • Stock Comparison
  • Portfolio

AUM 13F keeps to itself

  • Improved Filings
  • Watchlist

Shared platforms

Web

Shared pricing

FreeSubscription
HedgeFollow logo

HedgeFollow

71% overlap

HedgeFollow overlaps on 13F, 13D/13G, and Insider Data, adds Institutional Data, Screeners, and Money Flow coverage, keeps a free plan on the table while matching AUM 13F.

HedgeFollow adds

  • Institutional Data
  • Screeners
  • Money Flow
  • ETF Overview

AUM 13F keeps to itself

  • Improved Filings
  • Alerts

Shared platforms

Web

Shared pricing

FreeSubscription
Stocknear logo

Stocknear

71% overlap

Stocknear overlaps on 13F, Insider Data, and Watchlist, adds Screeners, Options & Derivatives, and News coverage, keeps a free plan on the table while matching AUM 13F.

Stocknear adds

  • Screeners
  • Options & Derivatives
  • News
  • Calendar

AUM 13F keeps to itself

  • 13D/13G
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
TIKR logo

TIKR

71% overlap

Editor’s pick

Hands-on review

TIKR overlaps on 13F, 13D/13G, and Watchlist, adds Screeners, Stock Ideas, and Stock Comparison coverage, keeps a free plan on the table while matching AUM 13F.

TIKR adds

  • Screeners
  • Stock Ideas
  • Stock Comparison
  • Portfolio

AUM 13F keeps to itself

  • Insider Data
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
InsiderScore (VerityData | InsiderScore) logo

InsiderScore (VerityData | InsiderScore)

71% overlap

InsiderScore (VerityData | InsiderScore) overlaps on 13F, 13D/13G, and Insider Data, adds Institutional Data, Buybacks & Authorizations, and Secondary Offerings coverage while matching AUM 13F.

InsiderScore (VerityData | InsiderScore) adds

  • Institutional Data
  • Buybacks & Authorizations
  • Secondary Offerings
  • Data APIs

AUM 13F keeps to itself

  • Improved Filings
  • Data Visualizations

Shared platforms

Web

Shared pricing

Subscription
Börsdata logo

Börsdata

57% overlap

Börsdata overlaps on Insider Data, Improved Filings, and Watchlist, adds Screeners, Stock Ideas, and Index Rebalancing coverage, keeps a free plan on the table while matching AUM 13F.

Börsdata adds

  • Screeners
  • Stock Ideas
  • Index Rebalancing
  • Investor Holdings

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Alerts

Shared platforms

Web

Shared pricing

FreeSubscription
ChartMill logo

ChartMill

57% overlap

Hands-on review

ChartMill overlaps on Insider Data, Watchlist, and Alerts, adds Screeners, Stock Ideas, and News coverage, keeps a free plan on the table while matching AUM 13F.

ChartMill adds

  • Screeners
  • Stock Ideas
  • News
  • Calendar

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
ETF Action logo

ETF Action

57% overlap

ETF Action overlaps on 13F, Watchlist, and Alerts, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching AUM 13F.

ETF Action adds

  • ETF Overview
  • ETF Performance
  • ETF Holdings
  • ETF Fundamentals

AUM 13F keeps to itself

  • 13D/13G
  • Insider Data
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
FinancialReports.eu logo

FinancialReports.eu

57% overlap

FinancialReports.eu overlaps on Insider Data, Improved Filings, and Watchlist, adds Regulatory Filings Monitoring, IPO, and Data APIs coverage, keeps a free plan on the table while matching AUM 13F.

FinancialReports.eu adds

  • Regulatory Filings Monitoring
  • IPO
  • Data APIs
  • Screeners

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Data Visualizations

Shared platforms

Web

Shared pricing

FreeSubscription
FINVIZ logo

FINVIZ

57% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Insider Data, Watchlist, and Alerts, adds Screeners, News, and Calendar coverage, keeps a free plan on the table while matching AUM 13F.

FINVIZ adds

  • Screeners
  • News
  • Calendar
  • Backtesting

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
FT Markets (Markets data - Financial Times) logo

FT Markets (Markets data - Financial Times)

57% overlap

Hands-on review

FT Markets (Markets data - Financial Times) overlaps on Insider Data, Watchlist, and Alerts, adds Portfolio, Compounding Calculator, and Screeners coverage, keeps a free plan on the table while matching AUM 13F.

FT Markets (Markets data - Financial Times) adds

  • Portfolio
  • Compounding Calculator
  • Screeners
  • ETF Screeners

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
MarketWatch logo

MarketWatch

57% overlap

Hands-on review

MarketWatch overlaps on Insider Data, Watchlist, and Alerts, adds News, Calendar, and Screeners coverage, keeps a free plan on the table while matching AUM 13F.

MarketWatch adds

  • News
  • Calendar
  • Screeners
  • Paper Trading

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
Monexa logo

Monexa

57% overlap

Monexa overlaps on 13F, 13D/13G, and Insider Data, adds News, News Sentiment, and Calendar coverage, keeps a free plan on the table while matching AUM 13F.

Monexa adds

  • News
  • News Sentiment
  • Calendar
  • Financials

AUM 13F keeps to itself

  • Improved Filings
  • Alerts
  • Data Visualizations

Shared platforms

Web

Shared pricing

FreeSubscription
Perplexity Finance logo

Perplexity Finance

57% overlap

Editor’s pick

Hands-on review

Perplexity Finance overlaps on Insider Data, Improved Filings, and Watchlist, adds Screeners, News, and Calendar coverage, keeps a free plan on the table while matching AUM 13F.

Perplexity Finance adds

  • Screeners
  • News
  • Calendar
  • Analyst Forecasts

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Alerts

Shared platforms

Web

Shared pricing

FreeSubscription
Quiver Quantitative logo

Quiver Quantitative

57% overlap

Hands-on review

Quiver Quantitative overlaps on 13F, Insider Data, and Watchlist, adds Screeners, Backtesting, and US Government Trades coverage, keeps a free plan on the table while matching AUM 13F.

Quiver Quantitative adds

  • Screeners
  • Backtesting
  • US Government Trades
  • Investor Holdings

AUM 13F keeps to itself

  • 13D/13G
  • Improved Filings
  • Data Visualizations

Shared platforms

Web

Shared pricing

FreeSubscription
Simply Wall St logo

Simply Wall St

57% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Insider Data, Watchlist, and Alerts, adds Stock Ideas, Screeners, and Portfolio coverage, keeps a free plan on the table while matching AUM 13F.

Simply Wall St adds

  • Stock Ideas
  • Screeners
  • Portfolio
  • Financials

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
Stock Unlock logo

Stock Unlock

57% overlap

Hands-on review

Stock Unlock overlaps on Insider Data, Watchlist, and Alerts, adds Screeners, Stock Comparison, and ETF Overview coverage, keeps a free plan on the table while matching AUM 13F.

Stock Unlock adds

  • Screeners
  • Stock Comparison
  • ETF Overview
  • ETF Holdings

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription
Trendlyne logo

Trendlyne

57% overlap

Hands-on review

Trendlyne overlaps on Insider Data, Watchlist, and Alerts, adds Screeners, Analyst Forecasts, and Analyst Price Targets coverage, keeps a free plan on the table while matching AUM 13F.

Trendlyne adds

  • Screeners
  • Analyst Forecasts
  • Analyst Price Targets
  • Analyst Recommendations

AUM 13F keeps to itself

  • 13F
  • 13D/13G
  • Improved Filings

Shared platforms

Web

Shared pricing

FreeSubscription

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.