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.
How to Use CEO Succession News With Holder Depth
How to Use CEO Succession News With Holder Depth with a practical checklist for separating ownership structure from headline narrative.
Sarah MitchellHow to Tell a Platform 13F From a Stock-Picking Portfolio
How to Tell a Platform 13F From a Stock-Picking Portfolio with a practical checklist for separating ownership structure from headline narrative.
Sarah MitchellAnthony Wood Sold Roku Class A Shares, But the Ownership Story Is Not an Exit
Wood Anthony J. reported recent ROKU activity. The Form 4 pattern needs plan, ownership, and company-context checks before investors call it a signal.
Alex RiveraJayshree Ullal’s Arista Sales Need a Plan Check, Not a Panic Read
Ullal Jayshree reported recent ANET activity. The Form 4 pattern needs plan, ownership, and company-context checks before investors call it a signal.
Alex RiveraApple’s CEO Handoff Lands Inside a 6,332-Holder Ownership Base
Tim Cook’s planned handoff to John Ternus is a governance shock, but Apple’s holder map shows why the institutional reaction may be more nuanced than the headline.
Alex RiveraNOW Institutional Ownership Map: $136.0B Across Tracked 13F Holders
NOW had $136.0B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
Marcus ChenUBER Institutional Ownership Map: $144.8B Across Tracked 13F Holders
UBER had $144.8B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
Marcus ChenORCL Institutional Ownership Map: $264.2B Across Tracked 13F Holders
ORCL had $264.2B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
Marcus ChenIBM Institutional Ownership Map: $180.4B Across Tracked 13F Holders
IBM had $180.4B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
Marcus ChenHow to Check Insider Sales Against Beneficial Ownership
Form 4 sale rows can mislead unless investors check Table I, Table II and 13D/G ownership records.
Sarah MitchellHow to Avoid Overreading Mega-Filer 13F Positions
Mega-filer 13Fs are structure maps first and stock-picking signals second.
Sarah MitchellHow to Read Active Holder Count After a Stock News Event
Active holder count helps separate durable institutional sponsorship from passive ownership after a headline.
Sarah MitchellRonald Tutor’s TPC Filing Needs an Ownership Cross-Check, Not an Exit Label
Ronald Tutor’s March 2026 Form 4 activity is best read against Tutor Perini’s backlog, cash flow and 13D/G ownership context.
Alex RiveraAmerican Airlines’ United Merger Rejection Is Now an Active-Holder Test
American Airlines rejected United merger chatter, and 13F data shows 603 holders with unusually relevant active sponsorship.
Alex RiveraLockheed Martin’s Q1 Miss Lands Inside a 2,915-Holder Defense Stock
Lockheed Martin’s April 23 Q1 report matters, but 13F data shows a deep holder base that will be tested in the next filing cycle.
Alex RiveraTSLA Institutional Ownership Map: Active Holders Around a Mega-Cap Volatility Stock
Tesla’s latest holder map shows 4,459 institutions and 17 active top-20 holders around one of the market’s most volatile mega-caps.
Marcus ChenAMD Institutional Ownership Map: 3,245 Holders in the AI Chip Trade
AMD’s holder base combines index scale, active managers and trading-firm exposure across the AI semiconductor theme.
Marcus ChenAAL Institutional Ownership Map: Active Capital Behind the Airline Reset
American Airlines has 603 tracked institutional holders, but the key signal is 18 active holders in the top 20.
Marcus ChenLMT Institutional Ownership Map: 2,915 Holders Behind the Defense Prime
Lockheed Martin’s latest holder map shows 2,915 institutions and 16 active top-20 holders behind a long-cycle defense stock.
Marcus ChenHow to Use Share Counts After a Stock Headline
A practical guide to reading ownership data without confusing passive exposure, price moves, or mechanical insider transactions for conviction.
Sarah Mitchell