★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
AUM 13F vs BamSEC
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You want the cheaper way in: plans start at $29/mo instead of $69/mo
- You care about data visualizations, something BamSEC doesn't offer
Start here
BamSEC
Free • From $69/mo · Web
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, stock ideas, and diff view, things AUM 13F doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
AUM 13F and BamSEC cover a lot of the same ground (5 shared categories, including institutional ownership, insider data, and improved filings), so for the basics you won't go far wrong with either. BamSEC simply does more: 13 categories to AUM 13F's 6, including screeners, stock ideas, and diff view. AUM 13F counters by starting cheaper at $29/mo.
What readers say
AUM 13F
No votes yet. Cast the first one.
BamSEC
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Key differences at a glance
- Cheaper paid plan
- AUM 13F$29/mo vs $69/mo
- Free trial
- BamSEC7 days
- Broader coverage
- BamSEC13 vs 6 categories
- Real-time data
- BamSEC
- Asset coverage
- AUM 13FAdds ETFs and hedge funds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • From $69/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | Free: daily views: Limited (not disclosed) | Free (Browse Filings): premium features: Document Search, table tools, document comparison, insider and instit... |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Institutional Investors, Pro Retail +3 more |
Categories covered | 6 | 13 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | — | Latency: Real-time and Survivorship-bias-free |
Data partners | — | SEC EDGAR and S&P Global Market Intelligence |
Capabilities | — | Universe builder |
| Try it | Visit AUM 13F | Visit BamSEC |
Where each one shines
What AUM 13F and BamSEC each do best.ShowHide
Where each one shines
What AUM 13F and BamSEC each do best.What AUM 13F does best
- Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- The latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
What BamSEC does best
- Browsing access to SEC filings from EDGAR in their original form, with BamSEC adding faster navigation, better document organization, and premium research workflows on paid plans.
- Search across company filings and transcripts with phrase, boolean, proximity, form-type, industry, market-cap, document-type, and watchlist filters.
- All-company document search and recent-filing screens to surface IPOs, spinoffs, activist filings, proxy fights, late filings, financing documents, and other event-driven research leads.
- Download support for filing tables to clean Excel files, pull similar historical tables, and merge tables across periods for faster model building.
- Comparison tools for filings with browser-based redlines that highlight added and removed text and tables between versions.
Every detail we compared
Every tracked attribute for AUM 13F and BamSEC, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and BamSEC, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksFunds |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Institutional InvestorsPro RetailAnalystsFinancial AdvisorsStudents/Researchers |
Regions | Not specified | North America |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Countries: USIdentifiers: Ticker and CIK |
| Data | ||
Data freshness | Not specified | Real-time |
Data partners | Not specified | SEC EDGARS&P Global Market Intelligence |
| Access & integrations | ||
Export formats | Not specified | ExcelPDF |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | Chen Software LLCSupport: Email | BamSEC, LLCCountry: USSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freedaily views: Limited (not disclosed) | Free“Free (Browse Filings)”premium features: Document Search, table tools, document comparison, insider and instit... |
| Entry paid plan | $29/mo“Subscription” | $69/mo“Pro” |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between AUM 13F and BamSEC?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while BamSEC puts more weight on screeners, stock ideas, and improved filings. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and BamSEC cost?
Good news: both AUM 13F and BamSEC have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose AUM 13F or BamSEC?
It depends on what you're after. Pick AUM 13F if data visualizations matter to you; go with BamSEC if you'd rather have screeners and stock ideas. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and BamSEC cover?
Both cover stocks and funds. AUM 13F also handles ETFs, hedge funds, and private funds.
Does AUM 13F or BamSEC have real-time data?
BamSEC offers real-time data, which matters if you trade actively. AUM 13F runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from AUM 13F and BamSEC?
BamSEC exports to Excel. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or BamSEC?
BamSEC has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
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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.