Insights

Analysis and observations on institutional investment activity.

Apr 9, 2026

First Filings In: What 193 Early 13F Filers Show About Q1 2026 Positioning

The first wave of Q1 2026 13F filings shows managers shifting portfolio weight from mega-cap tech and index ETFs into…

Apr 6, 2026

Which ARK Fund? Comparing ARKK, ARKW, and the ARK Venture Fund

ARKK and ARKW share 28 holdings as of January 2026 — but the names that moved between them tell an interesting story. CoreWeave…

Apr 2, 2026

Private Credit's Liquidity Test: What Fund Filings Reveal

Outflows are already visible in the liquid corners of private credit. N-PORT filings show what sits inside the less-liquid ones —…

Apr 1, 2026

SpaceX Files for IPO: Which Registered Funds Carry the Biggest Combined Exposure

SpaceX filed confidentially for IPO on April 1, 2026, targeting a $1.75 trillion valuation and June listing. N-PORT disclosures…

Mar 30, 2026

Private Holdings in Public Funds: The Data Behind the AI Valuation Surge

Registered fund disclosures reveal $26.7B in private security positions across 18 companies as of Q4 2025, up from $3.2B in Q4…

Mar 16, 2026

13D Filings: What Activist Investors Are Pushing For In Q1 2026

A look at Q1 2026 Schedule 13D filings — from Starboard's TripAdvisor board deal and Beretta's hostile run at Sturm Ruger, to…

Mar 2, 2026

What ETFs and Mutual Funds Did Differently In Q4 2025

N-PORT filings from Q4 2025 show 6,762 funds tracking $23 trillion in net assets. ETFs pulled in $193B in net inflows while…

Feb 16, 2026

Q4 2025 13F: Where Institutional Ownership Shifted

A look at Q4 2025 13F ownership data — why Oracle and Fiserv lost holders broadly, where eleven semiconductor names gained in…

Disclaimer: The content published in Insights is for informational purposes only and does not constitute investment advice, a recommendation to buy or sell any security, or an offer or solicitation of any kind. All data is sourced from publicly available SEC EDGAR filings and may be incomplete, delayed, or contain errors — do not rely on it as the sole basis for any investment decision. Always conduct your own independent research and consult a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results.