Updated Apr 26, 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 Low-Concentration 13F Portfolios
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah MitchellHow to Read ETF Sleeves Inside 13F Portfolios
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah MitchellHow to Check Index Overlays Before Reading AI Stock Bets
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah MitchellHow to Use Holder Depth After Regulatory Stock News
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Separate Price Moves From Share Count Changes
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Read Mega-Filer 13F Portfolios Without Overclaiming
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Read 13F Data After AI Infrastructure Headlines
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Compare Active and Passive Holders on Stock Pages
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Check an Insider Sale Against 10b5-1 Plans and Remaining Ownership
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Build a Quarterly Filing Verification Checklist
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Build a 13F Watchlist From AI Infrastructure News
An AI infrastructure watchlist should start with companies that appear repeatedly in capex, cloud, accelerator and model-distribution stories. A practical first screen is <a href="/stocks/MSFT">Microsoft</a>, <a href="/stocks/GOOGL">Alphabe
Sarah MitchellHow to Read Cross-Stock Sector Concentration Without Overclaiming
Sector concentration is useful only when you describe the data boundary. If you are looking at covered large-cap technology names, say that. Do not call it the entire technology sector. The same caution applies when comparing <a href="/stoc
Sarah MitchellHow to Separate Index Ownership From Active Whale Signals
Index ownership and active whale signals answer different questions. Index ownership explains why <a href="/stocks/AAPL">Apple</a>, <a href="/stocks/NVDA">Nvidia</a> and <a href="/stocks/MSFT">Microsoft</a> have huge holder bases. Active wh
Sarah MitchellHow to Use Top-Holder Mix After Mega-Cap Layoffs
Mega-cap layoffs can mean cost discipline, restructuring pressure or a funding shift toward AI. The top-holder mix helps decide which interpretation has institutional support. Start with the stock page for <a href="/stocks/MSFT">Microsoft</
Sarah MitchellHow to Check a CEO 10b5-1 Sale Against Beneficial Ownership
A CEO stock sale is not complete analysis until you compare the Form 4 transaction table with remaining beneficial ownership. The <a href="/insiders/prince-matthew-0001786925">Matthew Prince</a> and <a href="/stocks/NET">Cloudflare</a> exam
Sarah MitchellHow to Read AI Capex News Through 13F Holder Depth
AI capex headlines are easier to understand when you first map holder depth. A company like <a href="/stocks/MSFT">Microsoft</a> or <a href="/stocks/GOOGL">Alphabet</a> may announce a huge AI commitment, but the filing question is whether i
Sarah MitchellHow to Build a Next-Filing Checklist After Big Stock News
A repeatable checklist turns headlines into testable ownership questions.
Sarah MitchellHow to Check Insider Selling Against Remaining Ownership
Insider sales are not complete exits unless the ownership record supports that claim.
Sarah MitchellHow to Pair Market News With Holder Depth
A news headline becomes more useful when you know whether institutions already owned the stock.
Sarah MitchellHow to Read Sector 13F Maps Without Overclaiming
Sector 13F maps are useful only when you keep coverage limits visible.
Sarah Mitchell