Manager identityEach view uses one exact 10-digit SEC CIK. Related filers are not merged automatically.
Quarterly changesShare counts are compared with the prior report using a 0.1% tolerance. Amendments replace the original filing.
Consensus percentileHolder breadth is the gate; median manager weight and quarterly flow adjust the score only in proportion to that breadth.
Consensus changesTotal holdings use all current reporters; quarterly value and share changes use managers reporting in both periods.
ConcentrationEquity-only HHI, effective positions, top-five weight, and weight turnover. Put and call positions are excluded.
Large filingsMetrics use every reported position; the web table shows the 250 largest current positions and 50 largest exits.
TimingThe report period and filing date are both shown. Historical research must use the filing date to avoid look-ahead bias.
Coverage13F reports omit shorts and may omit foreign securities, swaps, private assets, credit, and smaller non-reportable positions.