Updated Apr 26, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
DAL Ownership Research: 1,386 Holders and 16 Active Top-20 Names
A data-led ownership review of DAL, separating active institutional holders from passive and market-maker exposure.
Marcus ChenNvidia Ownership Research: 6,028 Holders Ahead of Earnings Week
Nvidia enters earnings week with one of the deepest institutional ownership bases in the market, led by index scale and a visible active-holder layer.
Marcus ChenTesla Ownership Research: 4,459 Holders Behind the Cybercab Cycle
Tesla's Cybercab production headline lands in a deep holder base where passive ownership and market-maker exposure need to be separated from active conviction.
Marcus ChenAMD Ownership Research: 3,245 Holders and a 13D/G Layer Behind the Chip News
AMD combines broad institutional ownership, active-holder depth and recent 13D/G confluence, making its April 2026 news cycle more than a product headline.
Marcus ChenSiriusXM Ownership Research: Berkshire Leads a 553-Holder M&A Watchlist
SIRIUSXM HOLDINGS INC has 553 institutional holders and 18 active top-20 holders behind its current market catalyst.
Marcus ChenRivian Ownership Research: R2 Production Meets 852 Institutional Holders
RIVIAN AUTOMOTIVE INC has 852 institutional holders and 18 active top-20 holders behind its current market catalyst.
Marcus ChenLockheed Martin Ownership Research: 2,915 Holders Behind the Defense Miss
LOCKHEED MARTIN CORP has 2,915 institutional holders and 16 active top-20 holders behind its current market catalyst.
Marcus ChenGE Vernova Ownership Research: Power-Demand Guidance Meets 2,996 Holders
GE VERNOVA INC has 2,996 institutional holders and 17 active top-20 holders behind its current market catalyst.
Marcus ChenPOWI Ownership Map: 320 Holders Put Power Integrations Beyond a Thin Small-Cap Signal
Power Integrations has 320 tracked institutional holders, with BlackRock, Vanguard, Neuberger Berman and active small-cap managers creating a deeper ownership map than its size suggests.
Marcus ChenNOW Institutional Ownership Map: $136.0B Across Tracked 13F Holders
NOW had $136.0B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
Marcus ChenUBER Institutional Ownership Map: $144.8B Across Tracked 13F Holders
UBER had $144.8B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
Marcus ChenORCL Institutional Ownership Map: $264.2B Across Tracked 13F Holders
ORCL had $264.2B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
Marcus ChenIBM Institutional Ownership Map: $180.4B Across Tracked 13F Holders
IBM had $180.4B of tracked institutional value in 2025Q4. This research map breaks down top holders, concentration, and portfolio-weight signals.
Marcus ChenTSLA Institutional Ownership Map: Active Holders Around a Mega-Cap Volatility Stock
Tesla’s latest holder map shows 4,459 institutions and 17 active top-20 holders around one of the market’s most volatile mega-caps.
Marcus ChenAMD Institutional Ownership Map: 3,245 Holders in the AI Chip Trade
AMD’s holder base combines index scale, active managers and trading-firm exposure across the AI semiconductor theme.
Marcus ChenAAL Institutional Ownership Map: Active Capital Behind the Airline Reset
American Airlines has 603 tracked institutional holders, but the key signal is 18 active holders in the top 20.
Marcus ChenLMT Institutional Ownership Map: 2,915 Holders Behind the Defense Prime
Lockheed Martin’s latest holder map shows 2,915 institutions and 16 active top-20 holders behind a long-cycle defense stock.
Marcus ChenINTC Institutional Ownership Map: Active Depth Behind a Crowded Holder Base
INTC has 2,592 tracked institutional holders. This research separates passive scale from active sponsorship.
Marcus ChenGOOGL Institutional Ownership Map: Active Depth Behind a Crowded Holder Base
GOOGL has 5,829 tracked institutional holders. This research separates passive scale from active sponsorship.
Marcus ChenKEYBANK NATIONAL ASSOCIATION/OH 2026Q1 13F: IVV Leads a Bank Wealth Portfolio With Mega-Cap Anchors
KEYBANK NATIONAL ASSOCIATION/OH reported 27.38B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
Marcus Chen