PlainFundData Editorial

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Institutional Ownership Editorial Team

Editorial Team

Background

PlainFundData is a data journalism portal covering institutional stock ownership as disclosed in SEC Form 13F-HR filings, hedge funds, mutual fund complexes, pension fund managers, insurance companies, university endowments, family offices, and registered investment advisors above the $100 million reporting threshold. The team draws on public filings from the SEC EDGAR system to produce impartial analyses. Content is compiled by our editorial team from official filings and reviewed before publication, and the team maintains independence by not accepting payment from issuers or advisors it covers. Published content is informational only and not investment advice, readers are encouraged to do their own research.

How to use this site

PlainFundData publishes reference material, data-driven pages, and explanatory tools. Use the source information, assumptions, limitations, and methodology shown on the individual page to decide whether it fits your situation.

Published information can summarize source data or provide an estimate; it is not professional financial, medical, legal, or engineering advice. For an important decision, compare the relevant page with a primary source or a qualified professional.

How information is presented

Pages that present data or estimates identify the available source, method, and material limitations. Results can differ from real-world outcomes because inputs, rules, rates, rounding, data coverage, and individual circumstances vary.

The methodology page explains the site-level approach and limitations. Check the source information on the page you are using rather than treating site-wide wording as a substitute for the current source.

Feedback

If you find an error, stale figure, or missing context on any page we publish, please use the contact page or write to hello@plainfunddata.com with the URL and the issue.

Areas of focus

  • mutual funds
  • ETFs
  • institutional stock ownership
  • SEC EDGAR filings
  • public dataset analysis

Contact and identity