MOTU Score
The MOTU Score is a composite metric (0–100) that ranks institutional investment managers based on publicly available SEC 13F filing data. It is designed to surface managers with strong conviction, consistent filing behavior, and risk-adjusted portfolio outcomes.
Scoring Factors
Measures how actively a manager adjusts positions between filing periods — distinguishing decisive allocators from passive holders.
Evaluates whether a manager retains core positions across quarters, indicating long-term conviction rather than short-term trading.
Assesses portfolio focus — higher scores for managers who concentrate capital in high-conviction ideas rather than broadly diversifying.
Estimated excess return relative to the S&P 500 benchmark, derived from reported holdings and market data. Falls back to a portfolio-scale factor when return history is limited.
Scores are recalculated after each quarterly filing cycle (approximately February, May, August, November) as new 13F data becomes available. Score changes between periods are displayed as delta indicators (▲/▼) throughout the platform.
Data Sources
All data on MOTU.ai is derived from publicly available regulatory filings and market reference data. No proprietary or non-public information is used.
Official quarterly filings from institutional investment managers with >$100M AUM. Primary data source for all holdings, trades, and position data.
Filing dates, amendment history, and reporting period information used for timeliness scoring and data currency indicators.
Sector classifications, ticker symbology, and corporate actions data used for portfolio aggregation and theme derivation.
13F Filing Timeline
SEC 13F filings follow a quarterly cycle. Managers must report holdings as of each calendar quarter-end within 45 days.
Q1
Jan 1 – Mar 31
Deadline: May 15
Data: Mid-May
Q2
Apr 1 – Jun 30
Deadline: Aug 14
Data: Mid-Aug
Q3
Jul 1 – Sep 30
Deadline: Nov 14
Data: Mid-Nov
Q4
Oct 1 – Dec 31
Deadline: Feb 14
Data: Mid-Feb
Limitations & Disclaimers
Users should understand the following constraints when interpreting data on MOTU.ai:
- 113F filings are reported quarterly with a 45-day delay. Holdings data reflects positions as of the end of each calendar quarter, not current positions.
- 213F filings only disclose long equity positions and certain options. Short positions, fixed income, private investments, and derivatives are excluded.
- 3The minimum reporting threshold is $100M AUM. Smaller institutional managers are not captured.
- 4MOTU Scores are derived from publicly available filing data and do not incorporate non-public information, fund-level returns, or manager commentary.
- 5Position changes between filing periods are inferred. Intra-quarter trading activity is not visible in 13F data.
- 6Past filing patterns and portfolio performance do not guarantee future results. MOTU Scores are analytical tools, not investment recommendations.