Insights

Analysis and observations on institutional investment activity.

Jul 6, 2026

How the Nuclear-Power Trade Spread Across ETF Holdings (N-PORT, 2026)

Meta, Amazon and Microsoft are buying nuclear power for AI data centers, and the trade now runs through hundreds of ETFs. A look…

Jul 2, 2026

Selling Into the AI Boom: Insider Stock Sales Across the Data-Center Trade, Q2 2026

Form 4 filings show executives and directors at the AI and data-center names — CoreWeave, Broadcom, Arista, Snowflake, Datadog…

Jun 30, 2026

The Closed-End Fund Raiders: Inside Saba's 28-Fund Campaign

Schedule 13D filings show Boaz Weinstein's Saba Capital currently holds 5%-or-greater stakes in 28 closed-end funds — part of a…

Jun 29, 2026

Buying the Dip in Their Own Stock: Executive Share Purchases, Q2 2026

Insider selling is constant; open-market buying is rare. In Q2 2026, Form 4 filings show a handful of executives putting personal…

Jun 24, 2026

Same Label, Different Animal: Mandatory Convertibles Inside Preferred Income Funds

Funds that all call themselves "preferred income" hold very different things — from near zero to nearly 40% in mandatory…

Jun 17, 2026

Paid in Kind: BDC Loan Portfolios Are Deferring More Interest as Yields Fall (2025)

Across the largest private-credit lenders, a growing share of loan interest is paid "in kind" — added to the balance instead of…

Jun 9, 2026

SpaceX, OpenAI, and Anthropic Are Going Public — What Will They Actually Weigh in Your Index Funds?

SpaceX (SPCX) is set to be the largest IPO ever at $1.77 trillion, with Anthropic and OpenAI close behind. Index funds weight…

Jun 8, 2026

When Investors Left Private-Credit Funds Last Quarter, the Illiquid Loans Stayed Behind

When investors pulled money from private-credit funds in early 2026, managers met the redemptions by selling what was liquid —…

Jun 2, 2026

SpaceX, Anthropic, and OpenAI Are All Heading Public. Which Funds Hold the Most?

Three of the world's largest private companies are heading public within weeks of one another, and the funds holding them stand…

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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.