Investment Holding Data

The filing 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.

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Dakota 13F Data

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

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

Filing Ingested

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

Holdings Enriched

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

Firm Identified

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

Channel Mapped

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

Contacts Surfaced

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

Intelligence Joined

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

Into Your CRM

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

ASSET CLASS COVERAGE

A taxonomy built for action, not just categorization

Dakota maps every holding across 19 asset classes and 236 sub-asset classes — spanning public and private markets. Your team can filter, search, and target by what institutions actually own, not just who they are.

The sub-asset class depth is what makes prospecting precise. Within private credit, Dakota distinguishes direct lending from structured credit from fund of funds. Within U.S. equities, large cap core is separated from large cap blend and large cap growth.

FIRMS ALREADY INVESTED IN ASSET CLASSES LIKE YOURS ARE YOUR WARMEST PROSPECTS.

19

Asset Classes

236

Sub-Asset Classes

Coverage spans U.S. and international equities, fixed income, hedge funds, private equity, private credit, private real estate, real assets, venture capital, crypto, and more.

PRODUCT STRUCTURES

Every vehicle type, covered

13F filings contain several distinct product structures. Dakota tracks all of them with specific enrichment for each.

ETF

The largest segment by record count and AUM. Covers U.S. equities, fixed income, and crypto including spot Bitcoin and ETH ETFs.

Mutual Funds

Many filers voluntarily report these beyond mandatory scope. Fixed income dominant, with strong multi-asset and target-date coverage.

Closed-End Funds

Fixed share count funds trading on exchanges. U.S. fixed income dominant, with significant infrastructure concentration.

Interval Funds

A key vehicle for democratized alternatives with limited redemption windows. Private real estate and private credit lead this structure.

BDCs

Business Development Companies lending to private mid-market businesses. Financial services and direct lending sub-classes dominate.

REITs

Real estate investment trusts owning income-producing properties, classified within Dakota's sector equity taxonomy.

ALLOCATOR UNIVERSE

Every type of institutional allocator

13F filers span the full institutional landscape. Dakota connects each filing to a complete allocator profile — not just the positions they reported.

Hedge funds

Matched to fund-level profiles, strategy data, and confirmed contacts.

RIAs and Equity Managers

Linked to Form ADV data: AUM, client types, employee count, and location.

Pensions

Connected to public pension plan minutes, trustee meetings, and mandate data.

Endowments and Foundations

Linked to Form 990 data: assets, revenue, investment policy, and contacts.

Family Offices

Identified from filing patterns and matched to known family office profiles.

Wirehouses and Broker-Dealers

Mapped to platform and channel structure for distribution-focused targeting.

Banks and Insurance Companies

Connected to institutional profiles and investment mandate data.

Dakota turns raw 13F filings into sales-ready intelligence

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FILTERING CAPABILITIES

Get the answers you need. Quickly

Dakota Marketplace allows you to filter and sort through the investment holdings information with ease. Here are just some of the ways you can slice the data:

INVESTMENT FIRM

PRODUCT STRUCTRE

AUM

ASSET CLASS

ACTIVE OR PASSIVELY MANAGED

AND MORE MORE!

SUB-ASSET CLASS

FILING PERIOD

Competitive Intelligence

Stop guessing. Start Seeing.

Holdings data is one of the most powerful competitive signals available. When you can see what vehicles and asset classes institutions are rotating into and out of, quarter over quarter, the picture becomes clear.

Which strategies are gaining allocator conviction. Which vehicles are growing. Where capital is concentrating — and where it's quietly pulling back.

Dakota 13F Data

A sales and Competitive Intelligence Function Most Organizations Leave Entirely on the Table.

Workflow Integration

Delivered into the tools your team already uses

Everything flows directly into your CRM. No assembly required.

Investment Holdings Data

The Whole. Picture.

Dakota gives you a complete view of the institutional investment landscape - who is allocating, to what strategies, through what vehicles, with what results. All connected. All actionable.

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