Insights

Analysis and observations on institutional investment activity.

Apr 27, 2026

The Convertible Bond Boom: $243 Billion in Institutional Hands and Growing

Convertible bond holdings in 13F filings hit $243 billion in Q4 2025 — up 31% year-over-year — even as fewer managers…

Apr 23, 2026

The New ETF Class: What the Last Twelve Months of Launches Tell Us

Nearly 1,000 new ETFs began filing in the past year, gathering close to $500 billion. The biggest winners share a few recurring…

Apr 21, 2026

Healthcare in 13F Filings: GLP-1 Winners, Vaccine Era Exits, and a Divided Big Pharma

In two years, institutional managers added 1,100 new positions in Eli Lilly and abandoned Moderna entirely. Across twelve major…

Apr 20, 2026

Q1 2026 13F Update: What 1,300 Filers Show at 15% Coverage

With roughly 15% of managers now reporting Q1 2026 positions, energy names saw 10–48% more holders within the cohort, while…

Apr 16, 2026

ETF Adoption in Institutional Portfolios: Two Years of Steady Expansion

Every major ETF tracked in 13F filings had more institutional holders at the end of 2025 than it did at the end of 2023. Gold…

Apr 13, 2026

The Mag 7 and Institutional Ownership: Has Any Real Rotation Happened?

Every Mag 7 stock gained institutional holders over two years — but so did the overall filer universe (+16%). The real signal is…

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 —…

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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.