Updated May 1, 2026 · 644 articles
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Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
Understanding Portfolio Concentration: When Fewer Holdings Mean More
Learn why institutional portfolio concentration is a powerful signal of conviction and how to use Top-10 weighting to find the best investment ideas.
Sarah MitchellWhat Is a 13F Filing? A Beginner's Guide to Institutional Holdings
Learn the basics of SEC Form 13F, who is required to file, and how you can use this data to track the world's most successful investors.
Sarah MitchellWhat Is a 13D Filing? Understanding Activist Investor Positions
Learn how 13D filings signal activist investor intent and why crossing the 5% threshold is one of the most important events in a stock's lifecycle.
Sarah MitchellHow to Read Whale Scores: Measuring Institutional Investor Quality
A deep dive into 13F Insight's Whale Score metric and how it helps you separate high-conviction institutional moves from routine rebalancing.
Sarah MitchellHow to Use Consensus Holdings to Find Institutional Favorites
A practical guide to reading consensus holdings on 13F Insight without mistaking popularity for quality.
Sarah MitchellHow to Track Hedge Fund Portfolios on 13F Insight Without Confusing Delay for Conviction
A step-by-step guide to following institutional portfolios on 13F Insight while separating durable conviction from stale or low-signal changes.
Sarah MitchellHow to Read the 13F Filing Calendar Without Mistiming the Signal
A practical guide to what the 13F calendar does and does not tell you, and how to use filing-season timing correctly on 13F Insight.
Sarah MitchellForm 4 Insider Trading: How to Separate Real Signals From Scheduled Selling
A practical guide to reading Form 4 filings on 13F Insight without mislabeling tax withholding, option exercises or 10b5-1 plan sales as conviction calls.
Sarah MitchellUnderstanding AUM: What Assets Under Management Really Means on 13F Insight
A plain-English guide to what AUM does and does not mean when you read institutional portfolio data on 13F Insight.
Sarah MitchellETFs vs Individual Stocks in Institutional Portfolios: How to Read the Difference
A guide to understanding what ETF positions mean inside 13F portfolios and how they differ from direct single-stock bets.
Sarah MitchellHow to Read Single-Stock 13F Filings Without Treating Them Like Diversified Funds
Some 13F filers are really one-stock or two-stock vehicles, not broad market portfolios. This guide explains how concentration changes the way investors should read institutional ownership data.
Sarah MitchellHow To Read 13F Concentration With Live Q4 Examples
Portfolio concentration is one of the fastest ways to separate a passive-looking filing from a real conviction portfolio. Here is how to read it using live 13F Insight examples.
Sarah MitchellHow to Read Whale Scores in 13F Insight Without Treating Them Like Magic Rankings
A whale score is useful because it compresses quality and ownership depth into one signal. It becomes dangerous when readers treat it like a substitute for portfolio context.
Sarah MitchellHow to Read a Stock Page After Earnings News Without Chasing the First Move
A post-earnings stock page can tell you much more than whether the share price jumped. The useful read is who owned the name before the report and what you should watch by the next 13F deadline.
Sarah MitchellHow to Use the Next 13F Deadline After a Big Stock News Event
A big headline can move a stock immediately, but the next 13F deadline is when investors finally learn whether institutions reinforced, ignored, or faded the move.
Sarah MitchellHow to Tell Passive Scale From Active Conviction in a Holder Table
A stock page can be full of giant names without telling you much about real discretionary conviction. The trick is to separate passive scale, market-making inventory, and active stock-picking weight.
Sarah MitchellHow to Use 13D/G Filings With 13F Holder Pages Without Double Counting Conviction
13D/G percentages and 13F holder tables answer different questions. Used together, they can sharpen an ownership story; mixed carelessly, they can create false certainty.
Sarah MitchellHow to Judge a 13F Trim When the Portfolio Weight Barely Moves
A lower share count does not always mean a manager lost conviction. Sometimes a trim is just maintenance inside a rising stock, and the portfolio weight tells you more than the trade count.
Sarah MitchellHow to Read Overlap in Mega-Cap 13F Portfolios Without Assuming Everyone Is Copying Everyone
When several giant managers all own the same mega-cap names, the useful question is not who copied whom. It is how those positions are sized, what role they play, and what stayed different beneath the overlap.
Sarah MitchellHow to Read New 13F Positions Without Overcalling Conviction
A new holding in a 13F can mean a real thesis, a tiny starter, or a mechanical basket trade. The skill is learning which is which before the next filing arrives.
Sarah Mitchell