Updated Apr 26, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
Retirement Systems of Alabama 2026Q1 13F: Nvidia and Apple Lead a Public Pension Equity Sleeve
Retirement Systems of Alabama reported 29.98B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
Marcus ChenWEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2026Q1 13F: IVV and Bonds Frame a Wealth-Platform Portfolio Reset
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 49.10B in 2026Q1 13F assets. The filing is most useful as a holder-depth and concentration map, not a raw clone list.
Marcus ChenWasatch 2026Q1 13F: HealthEquity Led a Small and Mid-Cap Growth Book
Wasatch Advisors' 2026Q1 13F showed a $15.06B reported book led by HealthEquity, Ensign, Medpace and a set of small and mid-cap growth names.
Marcus ChenPzena 2026Q1 13F: A Value Book Led by Magna, Cognizant and Tyson
Pzena Investment Management's 2026Q1 13F looked nothing like a mega-cap AI basket, with Magna, Cognizant, Tyson, Baxter and Bristol Myers among the top holdings.
Marcus ChenNinety One UK 2026Q1 13F: Alphabet and Visa Framed a Quality-Growth Book
Ninety One UK's 2026Q1 filing put Alphabet, Microsoft, Nvidia, Visa and Johnson & Johnson at the top of a $43.13B reported portfolio.
Marcus ChenAssenagon 2026Q1 13F: Microsoft, Amazon and Apple Drove a Concentrated $66B Book
Assenagon's 2026Q1 13F showed a $65.87B reported portfolio with Microsoft, Amazon, Apple and Nvidia together carrying a large top-four weight.
Marcus ChenPictet Asset Management 2026Q1 13F: Nvidia Led a $95B Global Growth Book
Pictet Asset Management's 2026Q1 13F kept Nvidia, Microsoft, Alphabet, Broadcom and Apple at the top of a $94.79B reported book.
Marcus ChenRobeco 2026Q1 13F: Nvidia Led a $70B AI Platform Basket
Robeco filed a fresh 2026Q1 13F with $70.16B of reported value, led by Nvidia, Apple, Microsoft, Alphabet, and Amazon.
Marcus ChenSquarepoint’s Q4 13F Put IVV and SPY Beside Nvidia, Meta and AMD
A data-first review of Squarepoint Ops LLC's 2025Q4 13F, with emphasis on concentration and top-holder context.
Marcus ChenSEI Investments’ $101B 13F Mixed Mega-Cap Stocks With ETF Sleeves
A data-first review of SEI INVESTMENTS CO's 2025Q4 13F, with emphasis on concentration and top-holder context.
Marcus ChenBoston Partners’ Q4 13F Was a Low-Concentration Value Map, Not a Mega-Cap Clone
A data-first review of Boston Partners's 2025Q4 13F, with emphasis on concentration and top-holder context.
Marcus ChenVOYA INVESTMENT MANAGEMENT LLC Q4 2025 13F: NVDA Leads a $101.45B Ownership Map
VOYA INVESTMENT MANAGEMENT LLC's 2025Q4 13F shows how NVDA, MSFT and AAPL shaped a $101.45B institutional portfolio.
Marcus ChenAI Capex Ownership Map: Microsoft, Alphabet, Nvidia and AMD Show Where the Crowd Already Sits
A cross-stock 13F look at how AI infrastructure news lands on already-crowded institutional ownership bases.
Marcus ChenConsumer Cyclical Q4 2025: Amazon and Tesla Dominated Covered Institutional Exposure
A 13F sector snapshot shows $3.02T of covered consumer cyclical institutional value, with AMZN and TSLA setting the center of gravity.
Marcus ChenUtilities Sector Q4 2025: Covered Holders Favored Regulated Scale
Across covered utilities names, Q4 2025 institutional value clustered around regulated utilities rather than the whole sector evenly.
Marcus ChenUBS AM's Q4 2025 13F Stayed Anchored in Nvidia, Microsoft and Apple
UBS AM reported $472.97B in 2025Q4 13F value, with Nvidia, Microsoft and Apple forming the portfolio's core while Meta rose modestly.
Marcus ChenNational Bank of Canada Q4 2025: 110 New Positions Without Losing the Canadian Core
National Bank of Canada grew to $109.99B in 2025Q4, added 110 new positions, and leaned harder into U.S. growth while keeping Canadian banks near the center.
Marcus ChenRhumbline Q4 2025 13F: An Index-Like Mega-Cap Spine at $124B
RHUMBLINE ADVISERS's Q4 2025 13F shows $123.69B in reported value, led by NVDA and a diversified institutional tail.
Marcus ChenCharles Schwab IM Q4 2025: A Mega-Cap Core, 27 New Positions, and a Quiet Netflix Surge
Charles Schwab Investment Management kept Nvidia, Apple, and Microsoft at the top in Q4 2025 while quietly ramping Netflix and ServiceNow exposure beneath the surface.
Marcus ChenCommunication Services in 2025Q4: Institutional Ownership Stayed Hyper-Concentrated in Alphabet and Meta
Across covered large-cap communication-services names, institutional value remained concentrated in Alphabet and Meta, while Netflix, Disney and telecom incumbents formed the second tier.
Marcus Chen