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 Check Form 4 Table I Against Table II
A practical guide to reading ownership data without confusing passive exposure, price moves, or mechanical insider transactions for conviction.
Sarah MitchellHow to Read Market News With Holder Depth
A practical guide to reading ownership data without confusing passive exposure, price moves, or mechanical insider transactions for conviction.
Sarah MitchellHow to Separate Passive and Active 13F Holders
A practical guide to reading ownership data without confusing passive exposure, price moves, or mechanical insider transactions for conviction.
Sarah MitchellJay Schottenstein's AEO Form 4 Needs an Ownership Cross-Check
Jay Schottenstein has a large AEO insider history, but the recent Form 4 pattern requires a Table II and 13D/G ownership check before calling it an exit.
Alex RiveraINTC Institutional Ownership Map: Active Depth Behind a Crowded Holder Base
INTC has 2,592 tracked institutional holders. This research separates passive scale from active sponsorship.
Marcus ChenGOOGL Institutional Ownership Map: Active Depth Behind a Crowded Holder Base
GOOGL has 5,829 tracked institutional holders. This research separates passive scale from active sponsorship.
Marcus ChenRivian's R2 Production Headline Runs Through Amazon and 852 Institutions
RIVN moved into the news cycle, but the sharper read is the 852-holder institutional base behind the event.
Alex RiveraIntel's Earnings Rally Meets a 2,592-Holder Ownership Test
INTC moved into the news cycle, but the sharper read is the 2,592-holder institutional base behind the event.
Alex RiveraAlphabet's Anthropic Bet Lands Inside a 5,829-Holder Institutional Base
GOOGL moved into the news cycle, but the sharper read is the 5,829-holder institutional base behind the event.
Alex RiveraExxon's Hormuz Oil-Price Risk Lands In A 4,798-Holder Stock
oil-price risk tied to the Strait of Hormuz returning to market headlines matters because XOM already sits inside a deep institutional holder base with 4798 tracked holders.
Alex RiveraHow to Build a Next-Filing Checklist After Oil Price News
A practical framework for reading Oil Price News Checklist with 13F Insight data.
Sarah MitchellHow to Read Three-Position Foundation 13F Portfolios
A practical framework for reading Foundation 13F Portfolios with 13F Insight data.
Sarah MitchellHow to Use 13F AUM Drops Without Calling Them Redemptions
A practical framework for reading 13F AUM Drops with 13F Insight data.
Sarah MitchellHow to Check Active vs Passive Ownership Before Copying a 13F
A practical framework for reading Active vs Passive Ownership with 13F Insight data.
Sarah MitchellHow to Read Mega-Filer Holder Depth After Market News
A practical framework for reading Market News Holder Depth with 13F Insight data.
Sarah MitchellKEYBANK NATIONAL ASSOCIATION/OH 2026Q1 13F: IVV Leads a Bank Wealth Portfolio With Mega-Cap Anchors
KEYBANK NATIONAL ASSOCIATION/OH reported 27.38B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
Marcus ChenRetirement Systems of Alabama 2026Q1 13F: Nvidia and Apple Lead a Public Pension Equity Sleeve
Retirement Systems of Alabama reported 29.98B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
Marcus ChenWEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2026Q1 13F: IVV and Bonds Frame a Wealth-Platform Portfolio Reset
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 49.10B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
Marcus ChenWasatch 2026Q1 13F: HealthEquity Led a Small and Mid-Cap Growth Book
Wasatch Advisors' 2026Q1 13F showed a $15.06B reported book led by HealthEquity, Ensign, Medpace and a set of small and mid-cap growth names.
Marcus ChenPzena 2026Q1 13F: A Value Book Led by Magna, Cognizant and Tyson
Pzena Investment Management's 2026Q1 13F looked nothing like a mega-cap AI basket, with Magna, Cognizant, Tyson, Baxter and Bristol Myers among the top holdings.
Marcus Chen