Updated Mar 6, 2026 · 667 articles
Learn
Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
What Top-Five Concentration Really Tells You About a Fund
Top-five concentration is one of the fastest ways to see whether a 13F belongs to an allocator, a concentrated stock picker, or something in between.
Sarah MitchellHow to Read ETF-Heavy 13F Filings When the Signal Is Allocation, Not Stock Picking
Some 13F filings are not trying to tell you which stock will win. They are telling you how a manager is allocating risk across broad markets, factors, income, and growth.
Sarah MitchellHow to Compare Two 13F Filers Without Getting Fooled by AUM
The biggest portfolio is not always the most useful one to study. To compare two 13F filers well, you need to normalize for size, concentration, turnover, and what each filing is actually built to do.
Sarah MitchellWhy Put Options Show Up in 13F Filings and What They Don't Mean
A put option in a 13F is not the same thing as a simple bearish bet. Without context, many investors overstate what an options line really says about risk and direction.
Sarah MitchellHow to Read 13F Position Changes: New, Added, Trimmed, and Exited
Most investors jump straight to the holdings table. The better habit is to read what changed: which positions are new, which got bigger, which were cut, and which disappeared entirely.
Sarah Mitchell13F Filing Season Guide: What to Watch and When
13F filing season happens four times a year, 45 days after each quarter ends. Learn the exact deadlines, what to watch for, and how to use 13F Insight to track institutional portfolio changes as they're filed.
Sarah MitchellHow to Read Whale Scores: Measuring Institutional Investor Quality
Whale Scores rank institutional investors on a 0-100 scale using three factors: AUM size, portfolio concentration, and filing activity. Learn how to interpret them and find high-conviction money managers.
Sarah Mitchell