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Advisor and Fund Intelligence

Every advisor. Every fund. Every change, found the morning it’s filed.

Goodwood Intelligence reads SEC filings every day and turns them into who to call, who moved, who holds what, and who looks like you. For the people who sell funds and the people who build the CRMs they sell from.

See What We Know About Your Firm From Goodwood
Found this week Lyrical’s mutual funds become ETFs on Nov 6 LYR and LYRI list on NYSE Arca. Source: SEC EDGAR, N-14 filed Aug 14.
Yesterday’s filings, Oct 31, 2026 208advisors registered 765advisor records changed 138registrations ended 26new firms 145new branch offices

The whole registered market, refreshed every morning.

443,038Registered advisors
43,881Advisory firms
221,000Branch offices
10,67213F managers and their holdings
Moves

See who moved before your CRM does

Every registration that starts or ends, linked to the firm they left and the firm they joined.

Funds

Launches, flows and holdings, by fund

New series the day they’re filed, monthly flows from N-PORT, and every quarter of 13F.

Lookalikes

Find the managers who look like you

Portfolio overlap, weight by weight, across every 13F filer. Your real competitors for the same allocators.

Start with one firm: yours.

Enter your work email and we’ll show you what the filings already say about your firm and your funds. It takes about a minute, and nothing is sent anywhere without your say-so.

See What We Know About Your Firm