An intelligence platform by Lead-Lag Media Lead-Lag Media
Live · Q3 2026 13F filings ingested

Every RIA. Every 13F. Every rotation.
In one place.

Atlas turns 45 quarters of SEC 13F filings into distribution intelligence. See who's buying your fund. Who's selling it. Who owns your competitor. And who looks exactly like your best customer.

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Data sourced from SEC filings, not scraped
No usage caps
Refreshed every quarter within 24h of SEC deadline
4,263
RIA firms tracked
216K
Advisors mapped
45
Quarters of history
$18T
Aggregate holdings
The four analytics only Atlas has

See what every RIA actually owns. Not what they say they do.

Every competitor sells you contacts. Atlas sells you the answer to the only question that matters: who's buying your fund, who's selling it, and who is about to?

Whale Watcher

Every new position over $10M across every RIA, ranked and filterable. Know which firms just opened a position in your fund — the same week they filed.

Explore Whale Watcher

Rotation Scores

A single number per firm from 0-100 quantifying how aggressively they're rotating: ETFs vs mutual funds, active vs passive, growth vs value. Pitch the fast movers.

Explore Rotation Scores

Portfolio X-Ray

Look inside any RIA's book: style tilts, sector concentration, fund overlap with your product. See exactly where you fit — or where a competitor is blocking you.

Explore Portfolio X-Ray

Doppelganger Fingerprints

Find advisors whose books look nearly identical to your best customer. Pitch the twins first — they're already halfway there. Cosine similarity across 400 holding vectors.

Explore Doppelganger
Trusted by asset managers competing for RIA shelf space
Why Atlas exists

Contact databases sell you names.
Atlas sells you the answer.

You already know who the advisors are. The question is which ones are moving — this quarter, this month, this filing. Atlas is the only platform that reads what advisors actually did, quarter over quarter, and turns it into a targeting decision.

What everyone else sells
  • ❌ 216,000 advisor contact records
  • ❌ Roles, tenure, questionable email addresses
  • ❌ Firm AUM last updated ~annually
  • ❌ Same list every wholesaler already has
  • ❌ Zero visibility into what they actually hold
What Atlas sells
  • ✓ Every position an RIA has held since 2012
  • ✓ Whale-sized new positions the day filings drop
  • ✓ Rotation velocity: ETF vs mutual, growth vs value
  • ✓ Doppelganger matching to your best account
  • ✓ Pitch the movers, not the noise

Ready to see who's actually buying your fund?

Free anonymized preview of one live firm profile. No sales call required. Full unlock after you talk to us.

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