Updated Apr 28, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
RMAX Ownership Research: Magnolia Leads A 130-Holder Small-Cap Map
RMAX has 130 tracked holders and 15 active top-20 names, giving investors a baseline for ownership follow-up.
Marcus ChenOGN Ownership Research: 652 Holders Around The Sun Pharma Deal Report
OGN has 652 tracked holders and 15 active top-20 names, giving investors a baseline for ownership follow-up.
Marcus ChenUAL Ownership Research: 1,048 Holders Before Airline Merger Chatter
UAL has 1048 tracked holders and 15 active top-20 names, giving investors a baseline for ownership follow-up.
Marcus ChenNTLA Ownership Research: 311 Holders And A 13D/G Biotech Signal
NTLA has 311 tracked holders and 16 active top-20 names, giving investors a baseline for ownership follow-up.
Marcus ChenWellcome Trust's Q1 2026 13F Is a 21-Stock Quality-Core Portfolio
Wellcome Trust reported $8.09B in 2026Q1 13F value across 21 holdings, led by V, AAPL, AMZN and MSFT.
Marcus ChenOP Asset Management's Q1 2026 13F Blends Nvidia, Apple and IVV
OP Asset Management reported $9.95B in 2026Q1 13F value, with NVDA, AAPL, MSFT and AMZN ahead of a $372.9M IVV sleeve.
Marcus ChenMastercard Foundation's Q1 2026 13F Is a 96.8% Mastercard Concentration Study
Mastercard Foundation Asset Management reported $33.66B in 2026Q1 13F value, with MA alone at $32.60B and 96.8% of the filing.
Marcus ChenROKU Ownership Research: 724 Holders And A Founder-Control Context
ROKU has 724 institutional holders and 16 active top-20 names in the current ownership map.
Marcus ChenFSLR Ownership Research: 1,072 Holders Around A Solar Policy Stock
FSLR has 1,072 institutional holders and 16 active top-20 names in the current ownership map.
Marcus ChenDDOG Ownership Research: 1,078 Holders And 15 Active Top-20 Names
DDOG has 1,078 institutional holders and 15 active top-20 names in the current ownership map.
Marcus ChenSCHW Ownership Research: 2,407 Holders and 17 Active Top-20 Names
A data-first look at SCHW's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
Marcus ChenRIVN Ownership Research: 852 Holders and 17 Active Top-20 Names
A data-first look at RIVN's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
Marcus ChenPPL Ownership Research: 996 Holders and 17 Active Top-20 Names
A data-first look at PPL's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
Marcus ChenANET Ownership Research: 2,046 Holders and 17 Active Top-20 Names
A data-first look at ANET's institutional ownership map, active-holder depth, and the next 13F checks investors should make.
Marcus ChenWBD Ownership Research: 1,379 Holders and 14 Active Top-20 Names
A data-led ownership review of WBD, separating active institutional holders from passive and market-maker exposure.
Marcus ChenUNH Ownership Research: 3,325 Holders and 15 Active Top-20 Names
A data-led ownership review of UNH, separating active institutional holders from passive and market-maker exposure.
Marcus ChenTPC Ownership Research: 321 Holders and 15 Active Top-20 Names
A data-led ownership review of TPC, separating active institutional holders from passive and market-maker exposure.
Marcus ChenINTC Ownership Research: 2,592 Holders and 14 Active Top-20 Names
A data-led ownership review of INTC, separating active institutional holders from passive and market-maker exposure.
Marcus ChenGM Ownership Research: 1,575 Holders and 14 Active Top-20 Names
A data-led ownership review of GM, separating active institutional holders from passive and market-maker exposure.
Marcus Chen