A progress report — not a solicitation

Building the ownership map of the U.S. capital markets.

AIBank turns public SEC filings into a queryable record of who owns what, and how they vote. Built for M&A advisors who need to know a shareholder base before they pitch it.

This page is a record of work in progress. It is not an offer of any product, service, or security, and no representation is made as to future availability.

The record to date

Sourced entirely from public SEC filings

8,246 Institutional 13F filers indexed, with parent–child firm structure

19,340 Fund series mapped from the SEC Series & Class Report

734,575 Current fund holdings positions, from N-PORT

189,652 Securities matched to checksum-verified CUSIPs

1,300,945 Proxy votes collected from N-PX, 3,496 filers, 2024–present

How it's built

Nine stages, in sequence

01Master firm tableComplete

02Master fund tableComplete

03Fund ownership tableComplete

04Master security tableComplete

05Security earnings & fundamentalsComplete

06Corporate governance layer (proxy voting)In progress

07Investor targeting modelNext

08Transaction & M&A modeling layerPlanned

09Platform query interfacePlanned

What it does

Deal financial modeling

Standard M&A modeling grounded in the target's actual filed fundamentals, not a manually rebuilt spreadsheet.

Shareholder risk identification

See which institutional holders are positioned to support, block, or swing a deal before you're in the room.

Key risk factor analysis

Surface the governance and voting patterns that predict friction, ahead of due diligence.

Investor base modeling

A full picture of who holds a company today, built from ownership and voting records, not a purchased contact list.

Investor outreach strategy

Prioritize which holders to approach, based on how they've actually voted on comparable situations.

Built for

Primary

M&A advisors and investment bankers pitching deals

Also

Sell-side analysts

Also

Buy-side analysts

Also

Corporate IR and governance teams