Updated Mar 12, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
How to Track Hedge Fund Portfolios Using 13F Data: A Step-by-Step Guide
Want to see what Berkshire Hathaway, Citadel, or Bridgewater is buying? 13F filings let you peek inside hedge fund portfolios every quarter. Here's how to find, read, and interpret the data.
Sarah MitchellWhat Is a 13D Filing? Understanding Activist Investor Positions
SEC Schedule 13D is required when an investor acquires more than 5% of a company with an intent to influence management. Here's what 13D filings reveal about activist campaigns and why they matter.
Sarah MitchellVanguard, BlackRock, and State Street Now Control $15.8 Trillion in U.S. Stocks — Renewing the Passive Ownership Debate
The Big Three's combined Q4 2025 13F holdings reached $15.8 trillion — more than the GDP of Japan and Germany combined. Regulators and academics are increasingly questioning the market impact of passive concentration.
Alex RiveraQ1 2026 13F Filing Season Starts in May: What to Watch After the Tariff Shock and AI Rotation
The Q1 2026 13F filing deadline falls on May 15, 2026. After a volatile Q1 marked by tariff escalation and tech rotation, institutional portfolio changes could be significant. Here's what to watch.
Alex RiveraSaudi Arabia's Public Investment Fund Holds 6.2% of Take-Two Interactive Per 13G Filing — a $3.6 Billion Gaming Bet
Saudi Arabia's Public Investment Fund disclosed a 6.2% stake (11.4M shares) in Take-Two Interactive in a Schedule 13G/A filed December 31, 2025 — continuing the kingdom's aggressive push into gaming.
Alex RiveraElliott Investment Management Filed a 13D/A on Triple Flag Precious Metals — the Activist Fund's Latest Mining Target
Elliott Investment Management filed a Schedule 13D/A amendment on Triple Flag Precious Metals Corp on December 31, 2025, signaling continued activist engagement with the precious metals streaming company.
Alex RiveraThe Big Three Own $15.8 Trillion in Q4 2025: Vanguard, BlackRock, and State Street's Combined 13F Footprint
Vanguard ($6.90T), BlackRock ($5.92T), and State Street ($2.98T) collectively hold $15.8 trillion in 13F-reportable assets across 72,190 positions. Here's how the index fund giants compare.
Sarah MitchellBlackRock's $5.9 Trillion Q4 2025 Filing Has 50,216 Positions — More Than Any Other 13F Filer on Earth
BlackRock's Q4 2025 13F reports $5.92 trillion across a record 50,216 positions. NVDA leads at 6.13%, but the real story is the breadth: 50,000+ line items mapping every corner of U.S. equities.
Alex RiveraVanguard's $6.9 Trillion Q4 2025 Filing: 17,686 Positions and the Index Giant That Owns 6% of Everything
Vanguard Group's Q4 2025 13F reveals $6.9 trillion across 17,686 positions with NVDA at 6.1%, AAPL at 5.6%, and MSFT at 5.0% — a near-perfect mirror of market-cap weighting that grew 3.3% QoQ.
Marcus ChenUnderstanding AUM: What Assets Under Management Really Means
Assets Under Management (AUM) is the total market value of investments managed by a fund or institution. Here's what it means, how it's calculated in 13F filings, and why it matters for investors tracking institutional portfolios.
Sarah MitchellHow to Read Form 4 Filings: A Practical Guide to Insider Trading Signals
SEC Form 4 filings reveal when corporate insiders buy, sell, or exercise options in their own company's stock. Here's how to read them and what the patterns actually mean for investors.
Sarah MitchellThe Biggest BlackRock Insider Sale of 2025: Laurence Fink Unloaded $30M in Two Days
BlackRock Chairman and CEO Laurence Fink sold 20,858 shares of BLK stock over July 24-25, 2025, for approximately $30.2 million at prices near $1,125 per share — his largest sale window since selling $44M in August 2022.
Alex RiveraLendingTree Founder Douglas Lebda Holds Just 7,500 Shares While TREE Sits Near Multi-Year Lows
Douglas Lebda, who founded LendingTree and sold $272.8M in career insider transactions, now holds only 7,500 directly-held shares worth roughly $257K as TREE trades near $34 — a fraction of the $70+ levels where his RSUs vested months earlier.
Alex RiveraHow to Read a 13F Amendment Without Confusing It for a New Filing
13F amendments restate previous quarter's holdings, not new positions. Learn how amendments work, why they exist, and how 13F Insight handles them so you don't misread the data.
Sarah MitchellETFs vs Individual Stocks in Institutional Portfolios: What 13F Data Reveals
Some 13F filers are heavy on ETFs, others hold only individual stocks. Learn what the ETF-to-stock ratio tells you about a filer's strategy and how to interpret ETF holdings in institutional data.
Sarah MitchellHow to Use Consensus Holdings to Find Institutional Favorites
Consensus holdings show which stocks are owned by the most institutional investors. Learn how to use this tool to identify widely held names and spot emerging institutional favorites.
Sarah MitchelliHeartMedia CEO Robert Pittman Has Bought $6.3M in IHRT Stock Per Form 4 — Most Recently in March 2026
Robert Pittman, Chairman and CEO of iHeartMedia, has reported $6.3M in career open-market purchases against just $1.4M in sales. His latest buy in March 2026 continues a pattern of conviction buying.
Alex RiveraTim Cook Has Sold Over $1.2 Billion in Apple Stock Per Form 4 Records — All Compensation-Driven
Apple CEO Tim Cook has reported $1.21B in career Form 4 sales. His latest transactions in late 2025 included both Apple stock sales and a Nike board-related filing.
Alex RiveraJamie Dimon Has Sold $462M in JPMorgan Stock but Also Bought $66M — a Rare Two-Way Insider Record
JPMorgan CEO Jamie Dimon has sold $461.7M in career Form 4 transactions but also bought $65.7M — making him one of the few mega-bank CEOs with significant open-market purchases on record.
Alex Rivera