Updated Apr 26, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
UNH Ownership Research: 3,325 Holders and 15 Active Top-20 Names
A data-led ownership review of UNH, separating active institutional holders from passive and market-maker exposure.
TPC Ownership Research: 321 Holders and 15 Active Top-20 Names
A data-led ownership review of TPC, separating active institutional holders from passive and market-maker exposure.
Ronald Tutor's TPC Form 4 Needs the Backlog Context
Ronald Tutor's recent Form 4 activity sits beside Tutor Perini's record 2025 cash flow, $20.6B backlog, and a beneficial-ownership cross-check.
Oracle's OpenAI Data-Center Headline Lands in a 3,811-Holder Stock
A new Oracle and OpenAI data-center financing headline gets an ownership test: ORCL already has a deep institutional holder base with 15 active top-20 holders.
INTC Ownership Research: 2,592 Holders and 14 Active Top-20 Names
A data-led ownership review of INTC, separating active institutional holders from passive and market-maker exposure.
How to Read 13D/G Rows When Counts Look Like Zero
Zero-looking 13D/G rows are verification prompts, not automatic exit signals. Here is how to cross-check them with 13F and Form 4 data.
How to Check Data-Center News Against Holder Depth
A practical checklist for pairing AI infrastructure headlines with institutional holder depth, active-manager signals, and the next 13F refresh.
GM Ownership Research: 1,575 Holders and 14 Active Top-20 Names
A data-led ownership review of GM, separating active institutional holders from passive and market-maker exposure.
DAL Ownership Research: 1,386 Holders and 16 Active Top-20 Names
A data-led ownership review of DAL, separating active institutional holders from passive and market-maker exposure.
How To Use Options-Heavy Holder Lists Without Overreading Them
Market-maker positions can make a holder list look more aggressive than it really is, especially in volatile product-cycle stocks.
How To Read 13D/G Confluence in Chip Stocks
13D/G confluence can sharpen a chip-stock news read, but only when it is separated from passive ownership and market-maker inventory.
How To Audit AUM Swings Before Copying a Mega-Bank 13F
Large bank 13F swings can reflect custody, client and reporting effects before they reveal a clean investment thesis.
Murray Stahl Keeps Adding RENN Fund Shares in April Form 4 Filings
Murray Stahl's latest RENN Fund purchases are small, but they extend a long-running open-market buying pattern visible in his insider profile.
NVDA News Gets a 6,028-Holder Ownership Test
Five "Magnificent Seven" companies to report earnings this week is the news peg; 13F Insight's ownership data shows 6,028 holders and 14 active top-holder names behind NVDA.
TSLA News Gets a 4,459-Holder Ownership Test
Tesla starts Cybercab production at Gigafactory Texas is the news peg; 13F Insight's ownership data shows 4,459 holders and 14 active top-holder names behind TSLA.
Nvidia Ownership Research: 6,028 Holders Ahead of Earnings Week
Nvidia enters earnings week with one of the deepest institutional ownership bases in the market, led by index scale and a visible active-holder layer.
Tesla Ownership Research: 4,459 Holders Behind the Cybercab Cycle
Tesla's Cybercab production headline lands in a deep holder base where passive ownership and market-maker exposure need to be separated from active conviction.
AMD Ownership Research: 3,245 Holders and a 13D/G Layer Behind the Chip News
AMD combines broad institutional ownership, active-holder depth and recent 13D/G confluence, making its April 2026 news cycle more than a product headline.
AMD News Gets a 3,245-Holder Ownership Test
AMD Ryzen 9 9950X3D2 dual-cache processor released is the news peg; 13F Insight's ownership data shows 3,245 holders and 14 active top-holder names behind AMD.
Travis Boersma’s Dutch Bros Sales Still Leave a 27.5% Beneficial Ownership Marker
Dutch Bros founder Travis Boersma has a large career sale history, but the latest ownership context shows why investors should not read the Form 4 sale table as a full exit.