Updated Apr 27, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Organon Deal Talk Puts AQR And 652 Holders In The Spotlight
Organon takeover news has a clear deal peg, but the 13F holder base shows which active managers were already positioned before the reported transaction value.
Alex RiveraUnited-American Merger Chatter Meets A 1,048-Holder UAL Map
United Airlines merger chatter puts consolidation risk back on the table, while 13F data shows a deep active-holder base already exposed to the outcome.
Alex RiveraNTLA Trial Win Lands In A 311-Holder Ownership Test
Intellia Therapeutics reported a positive lonvo-z phase 3 headline, but the ownership map shows why the reaction is not just a clinical-data story.
Alex RiveraHow To Use Holder Depth After Biotech Trial News
Biotech news can move a stock before most investors have time to separate clinical evidence from ownership risk. Holder depth gives a second lens: who already owned the company, whether active specialists were involved, and whether a 13D/G filer or strategic holder changes the interpretation.
Sarah MitchellHow To Audit 13F AUM Spikes Before Copying A Fund
A sudden jump in reported 13F value can look like a manager made a dramatic new market call. Often it is something more ordinary: a reporting-scope change, account transfer, market-price move, options notional exposure, or a filer whose latest quarter should be normalized before investors draw conclusions.
Sarah MitchellRMAX Ownership Research: Magnolia Leads A 130-Holder Small-Cap Map
RMAX has 130 tracked holders and 15 active top-20 names, giving investors a baseline for ownership follow-up.
Marcus ChenOGN Ownership Research: 652 Holders Around The Sun Pharma Deal Report
OGN has 652 tracked holders and 15 active top-20 names, giving investors a baseline for ownership follow-up.
Marcus ChenUAL Ownership Research: 1,048 Holders Before Airline Merger Chatter
UAL has 1048 tracked holders and 15 active top-20 names, giving investors a baseline for ownership follow-up.
Marcus ChenNTLA Ownership Research: 311 Holders And A 13D/G Biotech Signal
NTLA has 311 tracked holders and 16 active top-20 names, giving investors a baseline for ownership follow-up.
Marcus ChenSchottenstein's AEO File Needs the Table II Check After Aerie's 23% Comp
Jay Schottenstein's American Eagle ownership picture requires Table II context after Aerie's strong Q4 results.
Alex RiveraBenioff's Salesforce Sales Need the Table II and 10b5-1 Context
Marc Benioff's latest Salesforce insider record is a planned-sale and remaining-ownership story, not a simple exit.
Alex RiveraWalmart's Onn Streaming Push Lands in a 4,597-Holder Map
Walmart's streaming-device headline matters most as a test of whether active holders value its retail-media ecosystem.
Alex RiveraApple's Ternus Succession Chatter Meets a 6,332-Holder Base
Apple succession chatter is less useful than the active-holder response around the next 13F deadline.
Alex RiveraHow to Use Top-Ten Concentration Before Copying a 13F
Top-ten concentration is one of the fastest ways to decide whether a 13F filing is a focused investment map or a broad market census. A portfolio with 70% in ten names behaves differently from a portfolio with 30% in ten names, even if both show the same stocks on the first page.
Sarah MitchellHow to Separate an Index Spine From Active 13F Stock Picks
A large 13F portfolio can look exciting because the biggest holdings are famous companies. That does not make every line a fresh stock-picking signal. The largest positions in many institutional filings are the index spine: the holdings a manager owns because those companies dominate the benchmark, client mandate or model portfolio.
Sarah MitchellHow to Read Bank 13F ETF Cuts Without Overclaiming
Bank 13F filings often mix client facilitation, market-making inventory, hedges and investment exposure. When a bank cuts SPY, QQQ or IWM, the first interpretation should not be that the firm has turned bearish on America. The better starting point is that broad ETF sleeves can shrink because risk desks, client flows or balance-sheet constraints changed before the quarter closed.
Sarah MitchellWellcome Trust's Q1 2026 13F Is a 21-Stock Quality-Core Portfolio
Wellcome Trust reported $8.09B in 2026Q1 13F value across 21 holdings, led by V, AAPL, AMZN and MSFT.
Marcus ChenOP Asset Management's Q1 2026 13F Blends Nvidia, Apple and IVV
OP Asset Management reported $9.95B in 2026Q1 13F value, with NVDA, AAPL, MSFT and AMZN ahead of a $372.9M IVV sleeve.
Marcus ChenMastercard Foundation's Q1 2026 13F Is a 96.8% Mastercard Concentration Study
Mastercard Foundation Asset Management reported $33.66B in 2026Q1 13F value, with MA alone at $32.60B and 96.8% of the filing.
Marcus ChenIntel's AI Rally Meets A 2,592-Holder Turnaround Map
INTC news needs the ownership map: 2,592 institutional holders, including a notable mix of index-scale holders, Nvidia Corp, Capital World Investors, and SoftBank Group in the top disclosed holder set.
Alex Rivera