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.
Ninety One UK 2026Q1 13F: Alphabet and Visa Framed a Quality-Growth Book
Ninety One UK's 2026Q1 filing put Alphabet, Microsoft, Nvidia, Visa and Johnson & Johnson at the top of a $43.13B reported portfolio.
Marcus ChenAssenagon 2026Q1 13F: Microsoft, Amazon and Apple Drove a Concentrated $66B Book
Assenagon's 2026Q1 13F showed a $65.87B reported portfolio with Microsoft, Amazon, Apple and Nvidia together carrying a large top-four weight.
Marcus ChenPictet Asset Management 2026Q1 13F: Nvidia Led a $95B Global Growth Book
Pictet Asset Management's 2026Q1 13F kept Nvidia, Microsoft, Alphabet, Broadcom and Apple at the top of a $94.79B reported book.
Marcus ChenHow to Compare Capital Group 13F Filings Without Double Counting
Capital Group-related filers can hold similar mega-cap names, but each 13F still needs separate share-count and weight analysis.
Sarah MitchellHow to Use Holder Depth Around Retail Sales Events
Retail promotions are consumer events. Holder depth tells investors whether the stock has enough active ownership for the event to matter.
Sarah MitchellHow to Read Form 4 Table II After Founder Stock Sales
Founder sales can look like exits until Table II shows retained Class B, option or trust exposure.
Sarah MitchellAnthony Wood's $2.75M Roku Sale Needs the Table II Ownership Check
Anthony Wood sold $2.75M of Roku Class A stock before the April 30 earnings date, but Form 4 Table II still shows more than 16M shares of exposure.
Alex RiveraWayfair's Way Day Sale Lands in a Stock With 481 Institutional Holders
Way Day is the consumer headline, but Wayfair's holder base is the investor story: 481 institutions, 19 active top-20 holders and five 13D/G records.
Alex RiveraRobeco 2026Q1 13F: Nvidia Led a $70B AI Platform Basket
Robeco filed a fresh 2026Q1 13F with $70.16B of reported value, led by Nvidia, Apple, Microsoft, Alphabet, and Amazon.
Marcus ChenHow to Use 13F Holder Depth After CEO Succession News
CEO succession headlines should be checked against holder depth, passive ownership, and the next 13F share-count response.
Sarah MitchellHow to Use 13D/G Context When Reading Insider Selling
Insider selling reads differently when a stock also has recent 13D/G filings or concentrated beneficial ownership.
Sarah MitchellHow to Separate Index Scale From Active Conviction in Mega-Cap Stocks
Mega-cap ownership maps mix passive scale and active decisions. The distinction changes how investors should read holder lists.
Sarah MitchellHow to Read Current-Quarter 13F Filings Before the Full Wave
Early current-quarter filings can be useful, but investors need to separate fresh report dates from crowded prior-quarter research.
Sarah MitchellHow to Compare AI Platform Holdings Across 13F Managers
NVDA, MSFT, AAPL, AVGO, AMZN, and GOOGL often appear together, but weights and share-count changes carry the signal.
Sarah MitchellHow to Check Form 4 Table I and Table II Before Calling an Insider Exit
A sale to low Class A ownership is not a full exit until Table II and beneficial ownership records are checked.
Sarah MitchellHow to Build a Next-13F Checklist After Market News
A market-news headline becomes more useful when translated into dated checks for earnings, filings, and share-count changes.
Sarah MitchellCharles Schwab Founder Sales Need the Ownership Record, Not an Exit Label
Charles R. Schwab sold SCHW shares in early 2026, but Form 4 Table I and Table II show large remaining exposure while the company reported record Q1 results.
Alex RiveraApple Succession Chatter Meets a 6,332-Holder AAPL Ownership Base
Tim Cook succession chatter is not landing in a thin stock. Apple has 6,332 tracked institutional holders and a top-five ownership stack anchored by index scale plus active giants.
Alex RiveraSquarepoint’s Q4 13F Put IVV and SPY Beside Nvidia, Meta and AMD
A data-first review of Squarepoint Ops LLC's 2025Q4 13F, with emphasis on concentration and top-holder context.
Marcus ChenSEI Investments’ $101B 13F Mixed Mega-Cap Stocks With ETF Sleeves
A data-first review of SEI INVESTMENTS CO's 2025Q4 13F, with emphasis on concentration and top-holder context.
Marcus Chen