Smart Money · Holder IQ
Above median holder quality (percentile 57.9 this quarter).
The beta
Judge your picks the way multi-manager hedge funds judge their portfolio managers: separate stock-picking skill from market and style bets that happened to pay off.
Premium, normally $49.00/month, free while you hold a seat.
Made-up holdings, real prices · –
Join the beta list
Beta seats include logged, read-only account reviews by our team and AI agents. Read the agreement.
Joining the list does not accept the agreement or start the clock. You accept the agreement when you claim a seat.
The institutional edge
Multi-manager hedge funds use factor-hedged attribution to judge their portfolio managers. It separates stock-picking skill from style bets that happened to pay off. See that distinction in your own account.
Institutional factor data alone can cost hundreds of thousands of dollars a year.
Midas Edge builds its own factor model and the pipelines behind it. Your first connection gets the full model and return split on Free.
Built by Jeffrey Emanuel, who worked on the investment side at Millennium and Balyasny, with the same factor-hedged tools those firms use to judge their portfolio managers, now open to anyone with a brokerage account.
Research global listings. Read price charts in the listing’s currency and company fundamentals in their reported currency.
Your first ten minutes
01
Bring your positions and transactions into one place through Plaid, which connects 12,000+ financial institutions.
Plaid Investments listings ·
Read-only: we can see positions and transactions, and can never trade or move money.
Your account data
Your brokerage can share these records through Plaid:
Read-only access. Trades, withdrawals and transfers stay at your brokerage.
How brokerage data access works02
A raw-return ranking crowns whoever held the year’s high-fliers. The board ranks managers by five-year factor-hedged skill, then shows which managers report the stocks you own.
More than 14,000 institutional investors analyzed. 6,000+ managers with measured records.
Showing 20 measured investment managers, ordered by five-year factor-hedged skill, highest first. Reported books: 2026Q2.
Five-year skill: 2.30
13.8% a year above the peer-median filer · 60 measured months
unlikely luck
Five-year skill: 2.02
19.6% a year above the peer-median filer · 45 measured months
may be chance
Reports NVDA, a 15% holding in the demo portfolio.
Five-year skill: 1.99
36.8% a year above the peer-median filer · 60 measured months
unlikely luck
Five-year skill: 1.96
20.3% a year above the peer-median filer · 51 measured months
Five-year skill: 1.93
14.4% a year above the peer-median filer · 45 measured months · Reports NVDA
Five-year skill: 1.84
18.9% a year above the peer-median filer · 60 measured months
Five-year skill: 1.82
13.9% a year above the peer-median filer · 60 measured months · Reports NVDA
Five-year skill: 1.69
6.9% a year above the peer-median filer · 60 measured months · Reports NVDA
Five-year skill: 1.69
12.1% a year above the peer-median filer · 45 measured months · Reports NVDA
Five-year skill: 1.68
16.6% a year above the peer-median filer · 42 measured months · Reports NVDA
Five-year skill: 1.58
7.7% a year above the peer-median filer · 60 measured months · Reports NVDA
Five-year skill: 1.54
8.1% a year above the peer-median filer · 60 measured months
Five-year skill: 1.53
7.0% a year above the peer-median filer · 60 measured months
Five-year skill: 1.51
9.0% a year above the peer-median filer · 60 measured months
Five-year skill: 1.51
25.2% a year above the peer-median filer · 60 measured months · Reports NVDA
Five-year skill: 1.49
12.2% a year above the peer-median filer · 60 measured months · Reports NVDA
Five-year skill: 1.46
32.4% a year above the peer-median filer · 60 measured months
Five-year skill: 1.43
8.2% a year above the peer-median filer · 57 measured months
Five-year skill: 1.34
20.6% a year above the peer-median filer · 36 measured months
Five-year skill: 1.32
16.5% a year above the peer-median filer · 60 measured months
Factor-hedged skill measured from reported holdings. Historical results, not predictions.
Holder IQ stored ranking and public 13F books ·
Analysis census: 14,437 filers, 8,870 with at least 20 reported quarters · Nov 13, 2026. Current ranked records: 6,080, including 3,332 five-year records · 2026Q3.
03
Pick managers whose measured records you want to follow. Blend their filed books into one portfolio. Free lets you build and preview one blend; Pro saves it and sizes the trades for your account.
14.0% a year above the peer-median filer · 60 measured months · 2026Q3
14.4% a year above the peer-median filer · 42 measured months · 2026Q3
11.4% a year above the peer-median filer · 60 measured months · 2026Q3
Historical results, not predictions. These are the managers’ measured records.
Sample: equal weight across the three managers, built by the product’s blend engine from their public 13F books.
Pro sizes the trades for your account. Your assistant lines them up; you approve them.
Stored public filings, blend and worksheet output ·
Join the list for Premium access during the beta, then link your brokerage when you claim a seat.
Joining the list does not accept the agreement or start the clock. You accept the agreement when you claim a seat.
04
See the factor tilts in a portfolio, then the basket that brings those exposures closer to target. Pro generates the hedge; you keep the trading controls.
Sample hedge for the $25,000.00 demo portfolio, using the product’s minimum-dollar optimizer. Pro generates the basket.
5-Day Return
Before +0.50
After +0.05
Target 0.00 · bars show distance from that target
Liquidity
Before +0.23
After -0.06
Target 0.00 · bars show distance from that target
Beta
Before -0.22
After +0.04
Target 0.00 · bars show distance from that target
Measured sleeve: 100% of demo value. Factor rows Nov 12, 2026. Before and after are factor loadings, not returns.
Factor Hedge Wizard · public market data ·
05
A headline tells you an executive sold. Context tells you how their past calls fared and what they reported owning. Premium puts those signals beside your holdings.
STEVENS MARK A · NVDA
Sold 1,356,000 shares for $297,942,896.40 on Sep 18, 2026.
Bullish calls are correct after outperformance; bearish calls are correct after underperformance, relative to SPY. Only directional buy and sell signals are graded. Gifts, grants and tax withholding are excluded. Recent outcomes receive more weight, with a half-life of 252 trading days. The peer prior contributes 24 equivalent outcomes. The weighted sample is not a count of trades.
970,531 shares in the latest stored filing
Separate as-filed observations for this reporting owner and position. Dates are filing dates.
Historical results, not predictions. Smart-money signals are Premium.
Public Form4 rows and this insider’s scored history ·
06
Executives, board members and auditors connect companies in ways a ticker list cannot show. Open the map and follow the filed relationships.
Dawn E. Hudson
Publicly reported seats connect NVDA and IPG.
20 people with overlapping reported service
13 people with overlapping reported service
Start with a person at a demo holding. Follow their roles and colleagues through public filings.
Public SEC Section16 roles ·
07
See what helped or hurt, why a holding needs attention, the income it pays and opportunities to harvest losses. Start with the return split and the reads behind one stock you own.
Made-up holdings, real prices · –
The sample portfolio's largest leans
Leans toward smaller companies.
Leans toward stocks that move less than the market.
Leans toward recent laggards.
0 means the same as the market. The further from 0, the larger the lean.
Demo portfolio · NVDA · 15% weight · Read Nov 13, 2026
Reported evidence, not a forecast
Above median holder quality (percentile 57.9 this quarter).
Activity worth watching. Last 180 days of filings: 0 purchases, 32 sales (10 plan-flagged), 32 other records. Open-market net over the last 90 days: -$946.6M.
Late Form 4 filing
Size: larger than its sector's cap-weighted average. In standard-deviation units; stock exposure, not your portfolio weight.
Look inside
Historical results, not predictions.
14.0%a year
AWM Investment Company, Inc.
Factor-hedged return above the peer-median filer over 60 measured months.
Public 13F record · 2026Q3
Read the filer’s record →SCL
Stepan Company
Read the flagged filing language before your next review.
Demo portfolio attention queue ·
Open the demo portfolio →Montecito Sanitary District
Charles Schwab statements, read into dated holdings and checked against the next file.
Public statement sample: holdings at two statement dates
Read the public source →Claiming a seat starts a 48-hour clock.
Keep it by linking at least one real brokerage through Plaid that successfully syncs positions or investment transactions. Without that link by the deadline, your access is suspended and the seat goes to the next applicant.
If you try to link and it fails, the beta allows 5 more days from the original deadline for help.
Join the beta list.
You can join the list. When a seat opens, you have 72 hours to claim your offer. Your offer appears when you next sign in.
Use a personal Gmail or Google Workspace account. Google is the only sign-in for this beta.
Link your brokerage through Plaid
Plaid connects 12,000+ financial institutions, including Fidelity. The connection is read-only: we can see positions and transactions, and can never trade or move money.
Trouble connecting? Tell us from any page. A failed attempt extends your time while we fix it.
Bring in records from before you linked your brokerage. Upload statements to add the holdings, transactions and cost details printed in them.
Upload a statement and your history reaches back years: earlier holdings, printed cost basis and the activity in between, in one place.
Review the extracted records, then choose what to add to your portfolio.
Explore Statements & historyUse “Report a problem” in the product or open a support ticket. Include what you tried and what you expected. A ticket gets a reference you can follow in Support; the team can ask for details there.
The Midas Edge team and its AI agents may view your account read-only to diagnose problems and improve the product. Every such view is logged. You can ask for the log through Support.
Read the beta agreement before continuing.
Midas Edge reads brokerage data through Plaid. It never places trades. Any share list is for you to review and place yourself; it is not investment advice.
You can leave the beta. Ending a seat does not erase the account or its records. To request account deletion, use Settings → Account. The agreement explains the deletion grace period and retained audit records.
Join the list, then link your brokerage when you claim a seat. See your own return split and put the research to work on the stocks you hold.
The Midas Edge team and its AI agents may view your account read-only to diagnose problems and improve the product. Every such view is logged. You can ask for the log through Support. You explicitly accept the agreement when you claim a seat. Signing in alone does not claim a seat or start the clock.
Join the list for a seat when the beta opens.
Joining the list does not accept the agreement or start the clock. You accept the agreement when you claim a seat.
The beta is free for seat holders.