About this dashboard
A curated view of the global securities finance ecosystem.
This dashboard catalogues 63 firms that participate in the global securities financing markets — including investment banks, custodians / agent lenders, central counterparties (CCPs), trading venues, post-trade utilities, technology vendors, and data & analytics providers. The dataset started from sponsors of the industry's leading securities finance events and has since been expanded to cover the full ecosystem.
What's included — firms
The dataset covers 63 firms across 7 segments: 19 investment banks, 8 custodians / agent lenders, 8 CCPs / CSDs / clearing houses, 6 trading venues, 13 technology vendors, 7 data & analytics providers, and 2 other specialist firms. 31 are publicly listed with a combined market capitalisation of approximately $3.3 trillion. Geographically the split is 32 headquartered in Europe, 25 in North America, 3 in Asia Pacific and 3 in MENA. For each firm we show the segment, HQ country and region, public role in securities finance, and — where applicable — listing data and selected securities finance KPIs sourced from issuer disclosures.
What's included — live data
The dashboard layers on several real-time and near-real-time public datasets: live share prices and market caps via Yahoo Finance; US Treasury repo-rate sparklines from the NY Fed; a live FX and Treasury strip (DXY, major FX pairs, and UST yields); an earnings calendar and heatmap; and an insider-transactions ticker fed by SEC Form 4 filings. We also surface recent SEC EDGAR filings (10-K, 10-Q, 8-K, etc.) for US-reporting issuers directly on company pages.
Analytical pages
Beyond the directory, the site includes cross-company views: an ETF securities-lending fee league table, a 13F holdings-overlap matrix showing which tracked custodians and banks appear as top holders of each other, a dedicated SEC-filings pulse page, a curated regulatory timeline, and an Insights dashboard that distills signals across filing velocity, insider clusters, earnings density, institutional positioning, repo stress and cross-border activity. A compare drawer lets you build side-by-side comparison tables of any firms in the dataset.
Sources
All figures come from publicly available company websites, regulatory filings, exchange and CCP statistical bulletins, audited annual reports, and free government APIs (SEC EDGAR, US Treasury, Federal Reserve Bank of New York). Each KPI on a firm page is tagged with the date and source it was drawn from.
Limitations
Figures are approximate and may lag the latest reporting period by one or two quarters. Private firms generally have no market cap and limited public KPIs — these fields are intentionally left blank rather than estimated. Live market data is refreshed on a best-effort basis and may be delayed.
Not investment advice
This site is published for educational purposes only. Nothing on it constitutes investment, legal, tax or accounting advice.