Updated Apr 29, 2026 · 798 articles
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Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
How 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 MitchellHow to Read Covered Sector Pages Without Overclaiming Full-Sector Ownership
Sector pages are snapshots of covered names, not complete industry censuses. This guide explains how to use them correctly without turning partial coverage into total-sector claims.
Sarah MitchellWhen Holder Count Matters and When It Does Not
Institutional holder count can be useful, but only in the right context. This guide explains when a high or low count is genuinely informative and when it is just noise.
Sarah MitchellHow to Tell a Real Position Exit From a Mere Ranking Drop
A stock leaving a top-five table does not always mean a fund sold it. This guide shows how to distinguish a true exit from a lower ranking caused by other positions rising faster.
Sarah MitchellHow to Use Historical Quarter Pages Without Creating False Signals
Historical quarter pages are useful because they freeze old portfolio states. They become dangerous when readers treat them like current holdings pages. This guide explains the right workflow.
Sarah MitchellHow to Read Passive Funds and Market Makers in Holder Tables Without Mistaking Them for Conviction Buyers
Top-holder lists can mislead if readers treat index managers, market makers and custodians like active stock pickers. This guide explains how to separate ownership presence from true conviction.
Sarah MitchellWhat Is a 13F Filing? A Beginner's Guide to Institutional Holdings
A 13F filing is a quarterly SEC report that shows many large investment managers' U.S. equity holdings. The useful part is not the form itself but how to read position size, concentration, and lag.
Sarah Mitchell