Updated Apr 28, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
Ameriprise Q1 2025 Historical Ownership Review: The Diversified Base Before Later Growth Acceleration
AMERIPRISE FINANCIAL INC in 2025Q1 offers a cleaner historical baseline for understanding how the portfolio was positioned before later 2025 shifts became louder.
Marcus ChenInvesco Q1 2025 Historical Ownership Review: The Broad Book Before Later Tesla and Meta Reinforcement
Invesco Ltd. in 2025Q1 offers a cleaner historical baseline for understanding how the portfolio was positioned before later 2025 shifts became louder.
Marcus ChenWellington Management Q2 2025 Historical Ownership Review: The Pre-Rotation Snapshot Before Later Defensive Adds
WELLINGTON MANAGEMENT GROUP LLP's 2025Q2 filing provides a clean baseline for understanding how the portfolio was positioned before later 2025 quarter-end changes took more of the attention.
Marcus ChenCapital World Investors Q2 2025 Historical Ownership Review: The Broad Core Before Later Edge Rotation
Capital World Investors's 2025Q2 filing provides a clean baseline for understanding how the portfolio was positioned before later 2025 quarter-end changes took more of the attention.
Marcus ChenALLIANCEBERNSTEIN L.P. Q2 2025 Historical Ownership Review: What the Growth Book Looked Like Before Later AI Trims
ALLIANCEBERNSTEIN L.P.'s 2025Q2 filing provides a clean baseline for understanding how the portfolio was positioned before later 2025 quarter-end changes took more of the attention.
Marcus ChenBerkshire Hathaway Q2 2025 Historical Ownership Review: What the Portfolio Looked Like Before the 2025 Rebuild
BERKSHIRE HATHAWAY INC's 2025Q2 filing provides a clean baseline for understanding how the portfolio was positioned before later 2025 quarter-end changes took more of the attention.
Marcus ChenALLIANCEBERNSTEIN L.P. Q3 2025 Historical Ownership Review: What the Portfolio Looked Like Before Q4
ALLIANCEBERNSTEIN L.P.'s 2025Q3 filing offers a clean baseline for understanding how its better-known Q4 positioning evolved.
Marcus ChenCapital International Investors Q3 2025 Historical Ownership Review: What the Portfolio Looked Like Before Q4
Capital International Investors's 2025Q3 filing offers a clean baseline for understanding how its better-known Q4 positioning evolved.
Marcus ChenCapital Research Global Investors Q3 2025 Historical Ownership Review: What the Portfolio Looked Like Before Q4
Capital Research Global Investors's 2025Q3 filing offers a clean baseline for understanding how its better-known Q4 positioning evolved.
Marcus ChenWELLINGTON MANAGEMENT GROUP LLP Q3 2025 Historical Ownership Review: What the Portfolio Looked Like Before Q4
WELLINGTON MANAGEMENT GROUP LLP's 2025Q3 filing offers a clean baseline for understanding how its better-known Q4 positioning evolved.
Marcus ChenCapital World Investors Q3 2025 Historical Ownership Review: What the Portfolio Looked Like Before Q4
Capital World Investors's 2025Q3 filing offers a clean baseline for understanding how its better-known Q4 positioning evolved.
Marcus ChenScotts Miracle-Gro Ownership Research: Specialist Holders Matter More Than the Passive Giants
Scotts Miracle-Gro’s ownership map becomes more informative when investors separate passive scale from specialist holders with real portfolio weight.
Marcus ChenCOCO Ownership Research: Active Holder Depth Across a Growing Beverage Name
COCO’s holder map is broad enough to matter and active enough to make the next filing cycle worth tracking.
Marcus ChenZoom Ownership Research: Founder Sales Hit a Deep but Mixed Holder Base
Zoom’s founder-sale narrative is easier to read once you separate broad holder count from the smaller active layer that can actually validate a thesis.
Marcus ChenRalph Lauren Ownership Research: Luxury Holder Depth After April Founder Selling
Ralph Lauren’s holder map mixes passive scale with a meaningful active layer, making the stock more useful to study through ownership than through luxury headlines alone.
Marcus ChenHyster-Yale Ownership Research: A Thin Holder Base With a Useful 13D/G Layer
Hyster-Yale’s ownership base is much thinner than a large-cap industrial, which makes its active layer and 13D/G context more important than raw popularity.
Marcus ChenSmithfield Foods Ownership Research: A Newly Public Name With a Thin but Active Top Layer
Smithfield Foods does not yet have the broad ownership footprint of a mature mega-cap, which makes its top active layer more important than its raw holder count.
Marcus ChenWellington Q1 2026 Preview: Will the Defensive Refill Outlast the AI Core?
Wellington enters the 2026Q1 filing season with a familiar AI-heavy top book and a quieter Q4 defensive refill in healthcare and staples. The next filing will show which side won more capital.
Marcus ChenCapital International Investors Q1 2026 Preview: Can Broadcom Stay the Anchor?
Capital International heads into the 2026Q1 filing window with Broadcom at the top of the last reported book and fresh adds in Apple, Philip Morris, Amazon, Bank of America, and Caterpillar.
Marcus ChenCapital World Investors Q1 2026 Preview: Did the Reddit and Netflix Rotation Stick?
Capital World enters the 2026Q1 filing season after a calm-looking Q4 that quietly added Reddit and rebuilt Netflix. The next report should show whether that rotation was tactical or durable.
Marcus Chen