ORTEX data · Holders

Holders

Ownership explains behavior. ORTEX tracks substantial holders and their changes, plus the underlying holdings of listed vehicles, so you can see who is behind a move and what a fund actually contains.

Substantial-ownership filings show accumulation and distribution by the investors big enough to matter. Underlying-holdings data unpacks ETFs and listed funds into their constituents.

Holder data pairs naturally with short interest: knowing the float's real distribution changes what a squeeze setup means.

AAPL · Top institutional holdersExample data
Vanguard Group9.2%+0.1
BlackRock7.6%+0.2
Berkshire Hathaway5.8%0.0
State Street4.1%-0.1
Fidelity (FMR)2.9%+0.3
13F and global ownership filings, with position history for every holder.

What’s included

  • ✓Substantial holder positions and changes
  • ✓Underlying holdings of listed vehicles
  • ✓Accumulation and distribution history
  • ✓Cross-referenced with float and short data

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