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Stocks

AI Stock Screener ALVIS Describe a screen in plain English — or filter by any metric across every US-listed stock. One free screen — no signup

Short interest & flow

Most Shorted Highest short interest
Squeeze Risk Composite short-squeeze score
Largest Short Volume Daily short-volume leaders
Highest Off-Exchange Share Dark-pool / OTC volume leaders

Ownership & fundamentals

Insider Sentiment Where insiders are accumulating most
Largest Buybacks Biggest share-repurchase programs
Going-Concern Flags Companies disclosing going-concern doubt

Institutions

Filers & Rankings

Browse Filers All 13F institutional filers
Top by AUM Largest filers by assets
Smart Money Index Top funds' highest-conviction basket
Superinvestors Famous value investors' portfolios
AUM Movers Biggest assets-under-management swings
Most-Held Stocks Stocks owned by the most filers
Last Quarter's Movers Notable position changes
Overlap Matrix Compare filer portfolios side by side
Clone Backtest Backtest a combined clone of several filers
Beneficial Ownership Recent 13D / 13G >5% stakes

13F Activity

13F Statistics Aggregate filing statistics
Latest Filings Newest 13F submissions
13F Trends Sector and flow trends
Double-Down Report Increased-conviction buys
Conviction Heat Map Crowded positions at a glance

Markets

Insider Trading Corporate insider buys and sells
Funds & ETFs Registered funds and ETFs from Form NPORT-P
Investment Advisers SEC-registered Form ADV firms
Economic Data Federal Reserve and macro indicators
Economic Calendar Upcoming macro data releases
FDA Calendar Upcoming FDA advisory-committee meetings
Congress Net Worth Richest members by disclosed net worth
Congress Leaderboard Members ranked by portfolio performance

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Stocks

AI Stock Screener ALVIS

Short interest & flow

Most Shorted Squeeze Risk Largest Short Volume Highest Off-Exchange Share

Ownership & fundamentals

Insider Sentiment Largest Buybacks Going-Concern Flags

Institutions

Filers & Rankings

Browse Filers Top by AUM Smart Money Index Superinvestors AUM Movers Most-Held Stocks Last Quarter's Movers Overlap Matrix Clone Backtest Beneficial Ownership

13F Activity

13F Statistics Latest Filings 13F Trends Double-Down Report Conviction Heat Map

Markets

Insider Trading Funds & ETFs Investment Advisers Economic Data Economic Calendar FDA Calendar Congress Net Worth Congress Leaderboard

Institutions
Jeffrey T. Bertsch Amended and Restated Trust Agreement dated December 26, 1987

Jeffrey T. Bertsch Amended and Restated Trust Agreement dated December 26, 1987

CIK

No Portfolio Data

No 13F holdings on record for this institution yet.

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