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Investment Holding Data

The filling tells you the positions.
Dakota tells you everything else.

Every quarter, thousands of institutions disclose what they own. Dakota ingests every 13F filing, enriches each position across multiple fields, and connects it to the allocators and your contacts your team needs to act on.

Dakota 13F Data

The Filing Text You What They Own. Dakota Tells You Who To Call.

19

Asset
Classes

236

SUB-ASSET
Classes

What is a 13F

Your entire market,
reporting every quarter

Any institution managing $100M or more in U.S. securities must disclose every long position, 45 days after each quarter ends. Hedge funds, RIAs, pensions, endowments, family offices, banks, and insurance companies are all in there.

The problem: a raw filing tells you what someone owned. It doesn't tell you who to call, how to reach them, or what those holdings mean in the context of a firm's investment mandate. There's a 45-day lag. No taxonomy. No contacts. No context.

Dakota changes that.

What's Covered In a 13F

  • U.S. Equities and ETFs
  • ADRs and REITs
  • BDCs and Closed-end funds
  • Interval funds and mutual Funds
  • MLPs, SPACs, and Equity Options

How it Works

From SEC filing to sales-ready intelligence

Dakota doesn't simply store filings. Every position goes through a seven-step enrichment and connection process before it reaches your team.

Dakota turns raw 13F filings into sales-ready intelligence - telling you not just what an institution owns, but who to call, how to reach them, and why now. 

The Core Promise
01

Filing Ingested

SEC filings are received, parsed, and processed daily — not on a 45-day delay.

02

Holdings Enriched

Every position is tagged across multiple fields: asset class, sub-asset class, strategy, geography, and vehicle type.

03

Firm Identified

The filing is matched to a known allocator — hedge fund, RIA, pension, endowment, family office, and more.

04

Channel Mapped

Dakota places the firm in the full allocator graph: platform, broker-dealer, or advisor network.

05

Contacts Surfaced

Confirmed, active contacts are linked — names, roles, and outreach information. No guessing who to call.

06

Intelligence Joined

Accounts connect to Form ADV, Form D, public pension data, plan minutes, and performance data.

07

Into Your CRM

Everything flows into Salesforce, HubSpot, Backstop, or DealCloud. Ready to act on immediately.

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Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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