★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
AUM 13F vs SEC.gov (EDGAR)
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about watchlist and data visualizations, things SEC.gov (EDGAR) doesn't offer
Start here
SEC.gov (EDGAR)
Free · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about official sources, regulatory filings monitoring, and IPO, 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 SEC.gov (EDGAR) cover a lot of the same ground (4 shared categories, including institutional ownership, insider data, and improved filings), so for the basics you won't go far wrong with either. SEC.gov (EDGAR) simply does more: 9 categories to AUM 13F's 6, including official sources, regulatory filings monitoring, and IPO. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
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SEC.gov (EDGAR)
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Key differences at a glance
- Real-time data
- SEC.gov (EDGAR)
- Broader coverage
- SEC.gov (EDGAR)9 vs 6 categories
- API access
- SEC.gov (EDGAR)
- Beginner friendly
- SEC.gov (EDGAR)
- 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 |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | Free: automated access policy: Automated access is monitored; the current max request rate is 10 req... |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Integrations | — | data.sec.gov public APIs, EDGAR RSS Feeds +2 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +4 more |
Categories covered | 6 | 9 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | — | Latency: Real-time and Timezone: America/New_York |
| Try it | Visit AUM 13F | Visit SEC.gov (EDGAR) |
Where each one shines
What AUM 13F and SEC.gov (EDGAR) each do best.ShowHide
Where each one shines
What AUM 13F and SEC.gov (EDGAR) 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 SEC.gov (EDGAR) does best
- Search and open EDGAR filings for U.S. public companies, funds, insiders, institutional managers, IPOs, registration statements, proxy materials, and current reports.
- Company Search, Full Text Search, Latest Filings, Mutual Fund Search, CIK lookup, SIC lookup, EDGAR RSS feeds, and filing assistance tools from one official source.
- Search tools across full filing text since 2001, including exhibits and attachments, with filters for ticker, company, CIK, reporter name, form type, filing date, location, and incorporation jurisdiction.
- Monitor latest filings in near real time and use RSS feeds or search pages as the practical free alert layer for public users.
- Data.sec.gov public APIs for company submission histories and XBRL-derived companyconcept, companyfacts, and frames data are available without an API key.
Every detail we compared
Every tracked attribute for AUM 13F and SEC.gov (EDGAR), side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and SEC.gov (EDGAR), side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsMutual FundsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersStudents/Researchers |
Regions | Not specified | North America |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Countries: USIdentifiers: CIK and Ticker |
| Data | ||
Data freshness | Not specified | Real-time |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneDocs |
Integrations | Not specified | data.sec.gov public APIsEDGAR RSS FeedsEDGAR Public Dissemination Service (PDS)EDGAR API Development Toolkit for filers |
Export formats | Not specified | JSONXMLPDF |
| Plans & trust | ||
Vendor & support | Chen Software LLCSupport: Email | U.S. Securities and Exchange CommissionCountry: United StatesSupport: 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) | Freeautomated access policy: Automated access is monitored; the current max request rate is 10 req... |
| Entry paid plan | $29/mo“Subscription” | — |
Questions we keep getting
What's the difference between AUM 13F and SEC.gov (EDGAR)?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while SEC.gov (EDGAR) puts more weight on official sources, regulatory filings monitoring, and improved filings. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and SEC.gov (EDGAR) cost?
Good news: both AUM 13F and SEC.gov (EDGAR) have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: AUM 13F or SEC.gov (EDGAR)?
SEC.gov (EDGAR) is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does AUM 13F or SEC.gov (EDGAR) have an API?
SEC.gov (EDGAR) has an API for programmatic access and custom integrations. AUM 13F doesn't, so you're working through its interface.
Should I choose AUM 13F or SEC.gov (EDGAR)?
It depends on what you're after. Pick AUM 13F if watchlist and data visualizations matter to you; go with SEC.gov (EDGAR) if you'd rather have official sources and regulatory filings monitoring. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and SEC.gov (EDGAR) cover?
Both cover stocks, ETFs, and funds. AUM 13F also handles hedge funds, private funds, and real estate. SEC.gov (EDGAR) adds mutual funds on top.
Does AUM 13F or SEC.gov (EDGAR) have real-time data?
SEC.gov (EDGAR) 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.
Feedback
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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.