Updated Apr 25, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
How Form 4 Table II Can Change the Insider Ownership Story
Table I can show a small Class A balance while Table II and beneficial ownership filings show much larger control or economic exposure.
Sarah MitchellHow to Separate Planned Insider Sales From Real-Time Bearish Signals
Rule 10b5-1 sales, tax withholding and option exercises need different treatment than discretionary open-market insider selling.
Sarah MitchellWhy a 13F Sector Map Is Not the Same as Total Sector Allocation
Sector maps are useful, but they usually cover selected large-cap names rather than every investable company in the sector.
Sarah MitchellHow to Read Holder Type Labels Before Calling a 13F Position Smart Money
Holder type labels help investors separate active managers from index funds, custodians and market makers before drawing conclusions from 13F data.
Sarah MitchellCloudflare CEO Matthew Prince Sold April Shares, But the Form 4 Does Not Show an Exit
Matthew Prince sold Cloudflare Class A shares in April 2026 under a plan, but Form 4 Table II and 13D/G data show a much larger beneficial ownership picture.
Alex RiveraUtilities Sector Q4 2025: Covered Holders Favored Regulated Scale
Across covered utilities names, Q4 2025 institutional value clustered around regulated utilities rather than the whole sector evenly.
Marcus ChenWBD’s Paramount Vote Exposes a Holder Base Split Between Passive Scale and Active Risk
Warner Bros. Discovery shareholders approved the Paramount Skydance merger mechanics, but the ownership data shows a holder base where passive giants and active managers carry very different incentives.
Alex RiveraSiriusXM’s iHeartMedia Talks Put Berkshire’s $2.5B Stake Back in Focus
SiriusXM is reportedly in early talks to acquire iHeartMedia. 13F data shows why the story is bigger than radio scale: Berkshire Hathaway is the largest tracked SIRI holder by a wide margin.
Alex RiveraUBS AM's Q4 2025 13F Stayed Anchored in Nvidia, Microsoft and Apple
UBS AM reported $472.97B in 2025Q4 13F value, with Nvidia, Microsoft and Apple forming the portfolio's core while Meta rose modestly.
Marcus ChenNational Bank of Canada Q4 2025: 110 New Positions Without Losing the Canadian Core
National Bank of Canada grew to $109.99B in 2025Q4, added 110 new positions, and leaned harder into U.S. growth while keeping Canadian banks near the center.
Marcus ChenCapital One's $425 Million Settlement Is Now An Active-Holder Test
A judge approved a $425 million Capital One settlement, but the institutional ownership setup is the bigger market tell. Active holders now have a clear May 15 checkpoint.
Alex RiveraApple's iOS Security Patch Lands On A Holder Base Built For Durability
Apple's iOS 26.4.2 patch fixed a notification privacy flaw. The ownership data shows why the market treats security events differently at Apple than at smaller device makers.
Alex RiveraCanopy Growth's Policy Rally Needs A Better Holder Base To Last
The federal marijuana reclassification headline gives Canopy Growth a policy lift, but 13F data shows a tactical holder base led by market-making and trading-oriented firms.
Alex RiveraRegeneron's Pricing Deal Tests Whether Big Holders See Access Or Margin Risk
Regeneron's White House drug-pricing deal lands in front of a deep institutional holder base. The key question is whether active managers treat the move as strategic access or a margin-risk signal.
Alex RiveraNike's Layoffs Put A Multibillion-Dollar Holder Base On The Clock
Nike's latest layoff report is more than a cost-cutting headline. 13F Insight data shows a deep institutional holder base that will test whether the reset can turn into margin evidence.
Alex RiveraUnited Airlines' Fuel Shock Is Really An Active-Holder Test
Jet-fuel pressure is hitting airline headlines, but United's ownership file shows a deeper active-holder test with five active 13D/G filings in the mix.
Alex RiveraDutch Bros Founder Travis Boersma's April 24, 2026 Sale Looked Like Liquidity, Not Exit
Travis Boersma sold stock on April 24, 2026, but the filing alone understates the ownership picture. Form 13G data still pointed to roughly 27.5% beneficial ownership in February, making this a liquidity event, not a clean departure from the story.
Alex RiveraTrump Media's CEO Reset Lands on a Holder Base Built for Volatility
Kevin McGurn's appointment is the headline. The ownership data is the story: DJT's register is still dominated by passive exposure and fast-moving capital, not a patient bench of long-only institutions.
Alex RiveraMichelle Zatlyn Sells Cloudflare Shares Ahead of a High-Expectation Q1 Test
<a href="/insiders/zatlyn-michelle-0001786951">Michelle Zatlyn</a>, Cloudflare's president and board co-chair, reported April 2026 sales while <a href="/stocks/NET">Cloudflare</a> was heading into an important Q1 earnings window and still trading on a demandi
Alex RiveraAMD's New Ryzen Launch Matters Because Active Capital Is Already Crowding In
AMD's Ryzen 9 9950X3D2 launch is more than a hardware headline. Ownership data shows a stock held simultaneously by giant long-only institutions and large trading firms, which can amplify every product-cycle read-through.
Alex Rivera