Tool Comparison
AUM 13F vs Tracefour
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want improved filings.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want screeners, US government trades, and market sentiment.
- You're newer to investing and want something approachable
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You want improved filings.
Start here
Tracefour
Free · Web
- Delayed quotes won't cut it; you need real-time data
- You want screeners, US government trades, and market sentiment.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
AUM 13F and Tracefour cover a lot of the same ground (5 shared categories, including institutional ownership, insider data, and watchlist), so for the basics you won't go far wrong with either. Tracefour simply does more: 10 categories to AUM 13F's 6, including screeners, US government trades, and market sentiment. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
No votes yet. Cast the first one.
Tracefour
No votes yet. Cast the first one.
Key differences at a glance
- Real-time data
- Tracefour
- Broader coverage
- Tracefour10 vs 6 categories
- Asset coverage
- AUM 13FAdds hedge funds and private funds
- Beginner friendly
- Tracefour
- Free plan
- Both
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 Tracefour does best
- Heatmaps of insider and director-dealing activity from US, UK, Swedish, German, Dutch, and US Congress disclosures.
- Filters for ticker, market, role, transaction type, sector, date, and trade size.
- Review cluster, aggressive-buy, material, and fresh-trade tags designed to surface higher-signal insider activity.
- Methodology notes that explain how cluster scoring works and why disclosed 10b5-1 planned sales are excluded from that score.
- Company and insider pages with links back to the original regulatory disclosures.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | — |
Categories covered | 6 | 10 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | — | Latency: Real-time |
Capabilities | — | Universe builder |
| Try it | Visit AUM 13F | Visit Tracefour |
Standout features
The best features of AUM 13F and Tracefour.ShowHide
Standout features
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 Tracefour does best
- Heatmaps of insider and director-dealing activity from US, UK, Swedish, German, Dutch, and US Congress disclosures.
- Filters for ticker, market, role, transaction type, sector, date, and trade size.
- Review cluster, aggressive-buy, material, and fresh-trade tags designed to surface higher-signal insider activity.
- Methodology notes that explain how cluster scoring works and why disclosed 10b5-1 planned sales are excluded from that score.
- Company and insider pages with links back to the original regulatory disclosures.
All details
Every attribute we track for AUM 13F and Tracefour.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFs |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Not specified |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | 5 countriesIdentifiers: Ticker and CIK |
| Data | ||
Data freshness | Not specified | Real-time |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | Chen Software LLCSupport: Email | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freedaily views: Limited (not disclosed) | Free |
| Entry paid plan | $29/mo“Subscription” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between AUM 13F and Tracefour?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Tracefour puts more weight on insider data, screeners, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Tracefour cost?
Good news: both AUM 13F and Tracefour 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 Tracefour?
Tracefour is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose AUM 13F or Tracefour?
It depends on what you're after. Pick AUM 13F if improved filings matter to you; go with Tracefour if you'd rather have screeners and US government trades. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and Tracefour cover?
Both cover stocks and ETFs. AUM 13F also handles hedge funds, private funds, and real estate.
Does AUM 13F or Tracefour have real-time data?
Tracefour 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.
Which has a better stock screener: AUM 13F or Tracefour?
Tracefour has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Keep researching
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.