Insights

Analysis and observations on institutional investment activity.

Jul 27, 2026

SpaceX Is Public: The First 13F Filings Show Who Bought (Q2 2026)

SpaceX listed June 12 in the largest IPO in history. Eighteen days later, 206 institutional managers had reported $1.24 billion…

Jul 22, 2026

The Summer 2026 IPO Class: What the First Form 4 Filings Show

Quantinuum, Doncasters, and Parabilis all saw insiders buy at the offer price in week one — over $500 million combined. SpaceX's…

Jul 20, 2026

Early Q2 2026 13F Filings: The Memory Trade Spreads Down the Supply Chain

1,255 managers have filed Q2 2026 reports six weeks early. Among filers reporting both quarters, the most-added stock is SanDisk…

Jul 16, 2026

In 2025, Congress and Wall Street Made the Same Semiconductor Bet

Two very different groups of investors — members of Congress filing STOCK Act disclosures and thousands of institutional managers…

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…

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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.