Market Insights

Diesslin Group, Inc. reported $251.64M for 2025Q4, with BRK/B at 23.93% and top-5 concentration at 66.61%.

BANK OF MONTREAL /CAN/ reported $288.73B for 2025Q4, with NVDA at 5.02% and top-5 concentration at 18.22%.

Outset Medical CEO Leslie Trigg continued a small-lot selling pattern into early 2026 even as the company pointed to better margins and a stronger cash runway.

ENVESTNET ASSET MANAGEMENT INC reported $337.09B for 2025Q4, with IVV at 6.17% and top-5 concentration at 14.27%.

Jim Baker added 25,000 more KYN shares in March 2026, extending a steady run of open-market purchases in Kayne Anderson Energy Infrastructure Fund.

AMETEK insiders David Zapico, John Hardin, and Tony Ciampitti all reported March 2026 code F tax withholdings after new equity awards, a compensation event that reads differently from open-market selling.

A Form 4 can show zero Class A shares after a sale even when the insider still controls a large beneficial stake elsewhere. Here is how to read Table I, Table II, and 13D or 13G together.

A manager can buy more shares and still show a lower portfolio weight, or cut shares while a position looks bigger. This guide explains how to read both signals together.

National Pension Service reported $135.07B for 2025Q4, with NVDA at 6.92% and top-5 concentration at 24.48%.

FIRST TRUST ADVISORS LP reported $137.60B for 2025Q4, with CSCO at 1.72% and top-5 concentration at 7.55%.

Creative Planning reported $139.71B for 2025Q4, with IVV at 11.94% and top-5 concentration at 32.71%.

Mitsubishi UFJ Asset Management Co., Ltd. reported $147.50B for 2025Q4, with NVDA at 6.85% and top-5 concentration at 25.68%.

JONES FINANCIAL COMPANIES LLLP reported $164.02B for 2025Q4, with VUG at 11.91% and top-5 concentration at 40.43%.

Pantera Capital Partners LP reported $164.21M for 2025Q4, with FIGR at 38.37% and top-5 concentration at 89.93%.

Sumitomo Mitsui Trust Group, Inc. reported $170.27B for 2025Q4, with NVDA at 7.17% and top-5 concentration at 24.74%.

PRINCIPAL FINANCIAL GROUP INC reported $195.86B for 2025Q4, with NVDA at 4.11% and top-5 concentration at 16.05%.

THRYVE WEALTH MANAGEMENT LLC reported $202.09M for 2025Q4, with QQQ at 20.05% and top-5 concentration at 45.44%.

Cosmic Management, LLC reported $324.63M for 2025Q4, with FIG at 46.68% and top-5 concentration at 100.01%.

ARK's Q4 2025 13F reveals a $15.07B portfolio where Tesla commands 8.7% and NVIDIA sits at just 1.6%. After an AUM trough of $7.09B in Q1 2025, the fund has doubled back to $15B — and the innovation thesis hasn't budged.

Dodge & Cox closed 2025Q4 with $185.26B across 222 positions and a 74.75 WhaleScore, pairing steady scale with broad value-style exposure across financials, healthcare, and energy.