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.
ROKU Ownership Research: 724 Holders And A Founder-Control Context
ROKU has 724 institutional holders and 16 active top-20 names in the current ownership map.
Anthony Wood's Roku Sales Show Why Table II Matters
Anthony Wood's Form 4 activity in ROKU needs a remaining-ownership check before investors infer sentiment.
How To Tell A Benchmark Core Holding From A Fresh 13F Signal
A practical 13F Insight guide for reading ownership data without overclaiming what a filing can prove.
How To Read Two Capital Group 13F Filings Without Double Counting
A practical 13F Insight guide for reading ownership data without overclaiming what a filing can prove.
How To Read Insider Sales When Table I And Table II Disagree
A practical 13F Insight guide for reading ownership data without overclaiming what a filing can prove.
FSLR Ownership Research: 1,072 Holders Around A Solar Policy Stock
FSLR has 1,072 institutional holders and 16 active top-20 names in the current ownership map.
DDOG Ownership Research: 1,078 Holders And 15 Active Top-20 Names
DDOG has 1,078 institutional holders and 15 active top-20 names in the current ownership map.
Datadog CTO Alexis Le-Quoc's April Sales Need The Ownership Context
Alexis Le-Quoc's Form 4 activity in DDOG needs a remaining-ownership check before investors infer sentiment.
Apple's Ternus Succession Lands In A 6,332-Holder Ownership Base
AAPL news needs the ownership map: 6,332 institutional holders, with BlackRock, State Street, FMR, Morgan Stanley, and Berkshire Hathaway all visible near the top of the disclosed holder base.
SCHW Ownership Research: 2,407 Holders and 17 Active Top-20 Names
A data-first look at SCHW's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
Charles Schwab’s February Sales Need the 56.1M-Share Table II Context
Charles R. Schwab reported a run of SCHW sales in early February 2026, but the important ownership fact is that the Form 4 data still shows 30.5 million Class A shares and 56.1 million derivative or indirect shares after the recent activity.
RIVN Ownership Research: 852 Holders and 17 Active Top-20 Names
A data-first look at RIVN's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
PPL Ownership Research: 996 Holders and 17 Active Top-20 Names
A data-first look at PPL's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
PPL’s Data-Center Grid Project Lands in a 996-Holder Utility Map
PPL’s April 2026 data-center transmission headline has a measurable ownership angle: 996 tracked holders and 17 active top-20 names before the next 13F refresh.
Kenneth Duda’s April Arista Sales Meet a Deep AI-Networking Holder Base
Arista CTO Kenneth Duda paired an April 17, 2026 option exercise with multiple same-day ANET sales around $161 to $165, while the company’s stock already sits in a 2,046-holder institutional map.
How To Use Holder Depth After Product-Launch News
A product launch gives investors a date and a specification. Holder depth tells them whether professional portfolios were already crowded before the launch and what to inspect when the next 13F filings arrive.
How To Read Data-Center Utility Demand in 13F Filings
Data-center electricity demand can turn a quiet utility story into a market headline. The right 13F workflow is to check holder depth, active-manager overlap, and regulated-utility constraints before treating the news as pure growth.
Capital One’s $425 Million Settlement Meets a 2,189-Holder Base
A federal judge approved Capital One’s $425 million 360 Savings settlement in April 2026. The ownership angle is that COF already sits in a deep institutional map with 2,189 holders, 17 active top-20 names, and two recent 13D/G signals.
ANET Ownership Research: 2,046 Holders and 17 Active Top-20 Names
A data-first look at ANET's institutional ownership map, active-holder depth, and the next 13F checks investors should make.