VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

ETF Action vs InsiderScore (VerityData | InsiderScore) comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ETF Action adds ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Screeners, Data Visualizations, Portfolio, Backtesting, Blogs, and Videos coverage that InsiderScore (VerityData | InsiderScore) skips.

InsiderScore (VerityData | InsiderScore) includes Insider Data, Institutional Data, 13D/13G, Buybacks & Authorizations, Secondary Offerings, and Flags categories that ETF Action omits.

ETF Action highlights: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..

InsiderScore (VerityData | InsiderScore) is known for: Cleaned & context‑rich Form 4 dataset (history back to 2003/2004) with analyst review, 10b5‑1 plan tagging, and noise reduction (e.g., RSU/tax‑related sales)., Comprehensive buyback database (plans & quarterly repurchases) since 2004, including ASRs, tender offers, Dutch auctions, and NCIBs; PIT feeds provided., and Institutional holdings feeds covering 13F, 13D, and 13G (PIT and historical), with instrument typing (e.g., common, ETFs, calls/puts, debt) and event flags..

ETF Action has a free tier, while InsiderScore (VerityData | InsiderScore) requires a paid plan.

ETF Action logo

ETF Action

etfaction.com

Independent ETF analytics platform for advisors and asset managers. Offers global ETF classification, look‑through holdings analytics, overlap analysis, flows/volumes with T+1 flow timing, live quotes (FMV) via Polygon.io, model portfolio tools, 13F screening (Advisor Pro), and enterprise options including API access. DIY/Advisor Pro plans emphasize self‑service research and Excel/CSV downloads; Enterprise adds collaboration, custom dashboards, and API. A separate Model Builder plan enables model uploads and ‘Bridge’ trading integration. API details are not publicly documented—confirm endpoints and auth with vendor.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
  • Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
  • Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
  • Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
  • Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows).

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InsiderScore (VerityData | InsiderScore) logo

InsiderScore (VerityData | InsiderScore)

insiderscore.com

Institutional‑grade datasets and research on insider transactions (Form 4), stock buybacks/authorizations, management changes, and institutional holdings (13F/13D/13G). InsiderScore is now part of Verity’s VerityData suite. Delivery via web platform, REST API, and multiple production feeds (point‑in‑time variants available).

Platforms

Web
API

Pricing

Subscription

Quick highlights

  • Cleaned & context‑rich Form 4 dataset (history back to 2003/2004) with analyst review, 10b5‑1 plan tagging, and noise reduction (e.g., RSU/tax‑related sales).
  • Comprehensive buyback database (plans & quarterly repurchases) since 2004, including ASRs, tender offers, Dutch auctions, and NCIBs; PIT feeds provided.
  • Institutional holdings feeds covering 13F, 13D, and 13G (PIT and historical), with instrument typing (e.g., common, ETFs, calls/puts, debt) and event flags.
  • Management Changes database (CEO/CFO/Board and key officers) with ~40 fields per event and PDF report generation.
  • ‘Unusual Event’ composite signals (e.g., buyback at low price with insider buying) for long/short idea generation.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Watchlist, 13F, and Data APIs plus 1 more area.

Where they differ

ETF Action

Distinct strengths include:

  • Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
  • Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
  • Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
  • Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).

InsiderScore (VerityData | InsiderScore)

Distinct strengths include:

  • Cleaned & context‑rich Form 4 dataset (history back to 2003/2004) with analyst review, 10b5‑1 plan tagging, and noise reduction (e.g., RSU/tax‑related sales).
  • Comprehensive buyback database (plans & quarterly repurchases) since 2004, including ASRs, tender offers, Dutch auctions, and NCIBs; PIT feeds provided.
  • Institutional holdings feeds covering 13F, 13D, and 13G (PIT and historical), with instrument typing (e.g., common, ETFs, calls/puts, debt) and event flags.
  • Management Changes database (CEO/CFO/Board and key officers) with ~40 fields per event and PDF report generation.

Feature-by-feature breakdown

AttributeETF ActionInsiderScore (VerityData | InsiderScore)
Categories

Which research workflows each platform targets

Shared: Watchlist, 13F, Data APIs, Alerts

Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Screeners, Data Visualizations, Portfolio, Backtesting, Blogs, Videos

Shared: Watchlist, 13F, Data APIs, Alerts

Unique: Insider Data, Institutional Data, 13D/13G, Buybacks & Authorizations, Secondary Offerings, Flags

Asset types

Supported asset classes and universes

ETFs, Stocks

Stocks, ETFs, Options, Bonds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
  • Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
  • Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
  • Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
  • Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows).
  • Model portfolio creation & back‑testing; private model marketplaces for advisors/strategists.

Unique

  • Cleaned & context‑rich Form 4 dataset (history back to 2003/2004) with analyst review, 10b5‑1 plan tagging, and noise reduction (e.g., RSU/tax‑related sales).
  • Comprehensive buyback database (plans & quarterly repurchases) since 2004, including ASRs, tender offers, Dutch auctions, and NCIBs; PIT feeds provided.
  • Institutional holdings feeds covering 13F, 13D, and 13G (PIT and historical), with instrument typing (e.g., common, ETFs, calls/puts, debt) and event flags.
  • Management Changes database (CEO/CFO/Board and key officers) with ~40 fields per event and PDF report generation.
  • ‘Unusual Event’ composite signals (e.g., buyback at low price with insider buying) for long/short idea generation.
  • VerityData API to query processed & unprocessed SEC filings; plus CSV/pipe‑delimited feed delivery.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do ETF Action and InsiderScore (VerityData | InsiderScore) both support?

Both platforms cover Watchlist, 13F, Data APIs, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

ETF Action offers a free entry point, while InsiderScore (VerityData | InsiderScore) requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access ETF Action and InsiderScore (VerityData | InsiderScore)?

Both ETF Action and InsiderScore (VerityData | InsiderScore) prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

ETF Action differentiates itself with Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., whereas InsiderScore (VerityData | InsiderScore) stands out for Cleaned & context‑rich Form 4 dataset (history back to 2003/2004) with analyst review, 10b5‑1 plan tagging, and noise reduction (e.g., RSU/tax‑related sales)., Comprehensive buyback database (plans & quarterly repurchases) since 2004, including ASRs, tender offers, Dutch auctions, and NCIBs; PIT feeds provided., and Institutional holdings feeds covering 13F, 13D, and 13G (PIT and historical), with instrument typing (e.g., common, ETFs, calls/puts, debt) and event flags..

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.