Updated Apr 28, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Erasca Sank on a Trial Death Headline, but the Ownership Data Says Specialist Capital Was Already Crowding the Story
Erasca fell sharply on April 28, 2026 after Reuters highlighted a patient death in an early-stage trial. The deeper angle is that specialist biotech holders and multiple recent 13D and 13G filings had already made ERAS a closely watched ownership story.
Alex RiveraBalu Balakrishnan’s Power Integrations Sales Were Small, Planned and Timed Around a Restructuring Quarter
Power Integrations director Balu Balakrishnan sold about $1.24M of POWI stock between January 29 and February 10, 2026. The better read is that the sales followed vesting mechanics and arrived alongside a restructuring and earnings reset, not a dramatic ownership exit.
Alex RiveraOracle Slid on OpenAI Growth Worries, but the Better Test Is Whether Active Holders Still Treat It Like an AI Infrastructure Core
Oracle shares fell on April 28, 2026 after a Reuters report tied the move to worries about OpenAI missing internal targets. The ownership angle is that Oracle still sits inside a deep active-holder base, not just passive benchmark money.
Alex RiveraAmeriprise Q1 2025 Historical Ownership Review: The Diversified Base Before Later Growth Acceleration
AMERIPRISE FINANCIAL INC in 2025Q1 offers a cleaner historical baseline for understanding how the portfolio was positioned before later 2025 shifts became louder.
Marcus ChenInvesco Q1 2025 Historical Ownership Review: The Broad Book Before Later Tesla and Meta Reinforcement
Invesco Ltd. in 2025Q1 offers a cleaner historical baseline for understanding how the portfolio was positioned before later 2025 shifts became louder.
Marcus ChenHow to Read Covered Sector Pages Without Overclaiming Full-Sector Ownership
Sector pages are snapshots of covered names, not complete industry censuses. This guide explains how to use them correctly without turning partial coverage into total-sector claims.
Sarah MitchellWhen Holder Count Matters and When It Does Not
Institutional holder count can be useful, but only in the right context. This guide explains when a high or low count is genuinely informative and when it is just noise.
Sarah MitchellHow to Tell a Real Position Exit From a Mere Ranking Drop
A stock leaving a top-five table does not always mean a fund sold it. This guide shows how to distinguish a true exit from a lower ranking caused by other positions rising faster.
Sarah MitchellHow to Use Historical Quarter Pages Without Creating False Signals
Historical quarter pages are useful because they freeze old portfolio states. They become dangerous when readers treat them like current holdings pages. This guide explains the right workflow.
Sarah MitchellHow to Read Passive Funds and Market Makers in Holder Tables Without Mistaking Them for Conviction Buyers
Top-holder lists can mislead if readers treat index managers, market makers and custodians like active stock pickers. This guide explains how to separate ownership presence from true conviction.
Sarah MitchellJayshree Ullal Sold Arista Shares Days Before Q1 Results, but the More Important Number Is What She Still Owns
Arista CEO Jayshree Ullal sold stock on April 21, 2026, just ahead of the company’s May 5 earnings date. The stronger signal is that she still reported 17.78 million shares after the sale.
Alex RiveraGM Raised 2026 Guidance, but the Bigger Ownership Signal Is How Deep the Active Holder Base Still Runs
GM beat expectations and lifted 2026 guidance on April 28, 2026. The sharper 13F angle is that the stock still sits inside a broad active-holder base, not just passive index ownership.
Alex RiveraCharles Schwab Insider Sales Still Leave Charles Schwab With a Massive Stake, and That Distinction Matters More Than the Tape
Charles Schwab sold stock again in late April 2026, but Form 4 and ownership context show this was not an exit story. He still controls tens of millions of Class A and derivative-linked shares.
Alex RiveraCoca-Cola Raised Its 2026 EPS Outlook, but the More Durable Signal Is the Berkshire-Shaped Holder Base Behind It
Coca-Cola reported stronger first-quarter 2026 results on April 28, 2026 and lifted comparable EPS guidance. The deeper angle is how concentrated long-duration ownership still supports the name.
Alex RiveraWhat Is a 13D Filing? Understanding Activist Investor Positions
A Schedule 13D usually appears when an investor crosses 5% ownership and may want to influence the company. It matters because it can reveal intent, not just exposure.
Sarah MitchellWellington Management Q2 2025 Historical Ownership Review: The Pre-Rotation Snapshot Before Later Defensive Adds
WELLINGTON MANAGEMENT GROUP LLP's 2025Q2 filing provides a clean baseline for understanding how the portfolio was positioned before later 2025 quarter-end changes took more of the attention.
Marcus ChenCapital World Investors Q2 2025 Historical Ownership Review: The Broad Core Before Later Edge Rotation
Capital World Investors's 2025Q2 filing provides a clean baseline for understanding how the portfolio was positioned before later 2025 quarter-end changes took more of the attention.
Marcus ChenALLIANCEBERNSTEIN L.P. Q2 2025 Historical Ownership Review: What the Growth Book Looked Like Before Later AI Trims
ALLIANCEBERNSTEIN L.P.'s 2025Q2 filing provides a clean baseline for understanding how the portfolio was positioned before later 2025 quarter-end changes took more of the attention.
Marcus ChenBerkshire Hathaway Q2 2025 Historical Ownership Review: What the Portfolio Looked Like Before the 2025 Rebuild
BERKSHIRE HATHAWAY INC's 2025Q2 filing provides a clean baseline for understanding how the portfolio was positioned before later 2025 quarter-end changes took more of the attention.
Marcus ChenALLIANCEBERNSTEIN L.P. Q3 2025 Historical Ownership Review: What the Portfolio Looked Like Before Q4
ALLIANCEBERNSTEIN L.P.'s 2025Q3 filing offers a clean baseline for understanding how its better-known Q4 positioning evolved.
Marcus Chen