Marcus Chen
Senior Market Analyst
Senior Market Analyst at 13F Insight. Covers institutional portfolio strategy, 13F filings, and smart money trends.
A note from Marcus
Hi, I'm Marcus. I spent six years on the buy side staring at 13F filings for a hedge fund, and the thing that bothered me most wasn't the work — it was knowing that the average investor never gets to see what I was looking at, even though it's all public.
That's why I'm here. Every research piece you'll see under my name comes from real SEC data, run through real institutional logic, and translated into something you can actually act on. I write long when the data deserves it and short when it doesn't.
If you ever spot a number that looks off, email me. I'd rather be corrected than wrong.
Articles by Marcus Chen (542)
- Research
GOOGL Institutional Ownership Map: Active Depth Behind a Crowded Holder Base
GOOGL has 5,829 tracked institutional holders. This research separates passive scale from active sponsorship.
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KEYBANK NATIONAL ASSOCIATION/OH 2026Q1 13F: IVV Leads a Bank Wealth Portfolio With Mega-Cap Anchors
KEYBANK NATIONAL ASSOCIATION/OH reported 27.38B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
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Retirement Systems of Alabama 2026Q1 13F: Nvidia and Apple Lead a Public Pension Equity Sleeve
Retirement Systems of Alabama reported 29.98B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2026Q1 13F: IVV and Bonds Frame a Wealth-Platform Portfolio Reset
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 49.10B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
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Wasatch 2026Q1 13F: HealthEquity Led a Small and Mid-Cap Growth Book
Wasatch Advisors' 2026Q1 13F showed a $15.06B reported book led by HealthEquity, Ensign, Medpace and a set of small and mid-cap growth names.
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Pzena 2026Q1 13F: A Value Book Led by Magna, Cognizant and Tyson
Pzena Investment Management's 2026Q1 13F looked nothing like a mega-cap AI basket, with Magna, Cognizant, Tyson, Baxter and Bristol Myers among the top holdings.
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Ninety One UK 2026Q1 13F: Alphabet and Visa Framed a Quality-Growth Book
Ninety One UK's 2026Q1 filing put Alphabet, Microsoft, Nvidia, Visa and Johnson & Johnson at the top of a $43.13B reported portfolio.
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Assenagon 2026Q1 13F: Microsoft, Amazon and Apple Drove a Concentrated $66B Book
Assenagon's 2026Q1 13F showed a $65.87B reported portfolio with Microsoft, Amazon, Apple and Nvidia together carrying a large top-four weight.
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Pictet Asset Management 2026Q1 13F: Nvidia Led a $95B Global Growth Book
Pictet Asset Management's 2026Q1 13F kept Nvidia, Microsoft, Alphabet, Broadcom and Apple at the top of a $94.79B reported book.
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Robeco 2026Q1 13F: Nvidia Led a $70B AI Platform Basket
Robeco filed a fresh 2026Q1 13F with $70.16B of reported value, led by Nvidia, Apple, Microsoft, Alphabet, and Amazon.
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Squarepoint’s Q4 13F Put IVV and SPY Beside Nvidia, Meta and AMD
A data-first review of Squarepoint Ops LLC's 2025Q4 13F, with emphasis on concentration and top-holder context.
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SEI Investments’ $101B 13F Mixed Mega-Cap Stocks With ETF Sleeves
A data-first review of SEI INVESTMENTS CO's 2025Q4 13F, with emphasis on concentration and top-holder context.
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Boston Partners’ Q4 13F Was a Low-Concentration Value Map, Not a Mega-Cap Clone
A data-first review of Boston Partners's 2025Q4 13F, with emphasis on concentration and top-holder context.
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VOYA INVESTMENT MANAGEMENT LLC Q4 2025 13F: NVDA Leads a $101.45B Ownership Map
VOYA INVESTMENT MANAGEMENT LLC's 2025Q4 13F shows how NVDA, MSFT and AAPL shaped a $101.45B institutional portfolio.
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AI Capex Ownership Map: Microsoft, Alphabet, Nvidia and AMD Show Where the Crowd Already Sits
A cross-stock 13F look at how AI infrastructure news lands on already-crowded institutional ownership bases.
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Consumer Cyclical Q4 2025: Amazon and Tesla Dominated Covered Institutional Exposure
A 13F sector snapshot shows $3.02T of covered consumer cyclical institutional value, with AMZN and TSLA setting the center of gravity.
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Utilities Sector Q4 2025: Covered Holders Favored Regulated Scale
Across covered utilities names, Q4 2025 institutional value clustered around regulated utilities rather than the whole sector evenly.
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UBS AM's Q4 2025 13F Stayed Anchored in Nvidia, Microsoft and Apple
UBS AM reported $472.97B in 2025Q4 13F value, with Nvidia, Microsoft and Apple forming the portfolio's core while Meta rose modestly.
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National Bank of Canada Q4 2025: 110 New Positions Without Losing the Canadian Core
National Bank of Canada grew to $109.99B in 2025Q4, added 110 new positions, and leaned harder into U.S. growth while keeping Canadian banks near the center.
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Rhumbline Q4 2025 13F: An Index-Like Mega-Cap Spine at $124B
RHUMBLINE ADVISERS's Q4 2025 13F shows $123.69B in reported value, led by NVDA and a diversified institutional tail.