Insights

Analysis and observations on institutional investment activity.

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…

May 25, 2026

A Tech Shakeup in the Making: How Institutions Rearranged the Sector in Q1 2026

Tech is not moving as one block anymore. Q1 2026 filings show institutional managers cut roughly 4,500 holder positions across…

May 21, 2026

Where Institutional Options Bets Actually Sit in Q1

Options notional on 13F filings has nearly doubled in three years to $4.7 trillion, but most of that is dealer flow. Strip it out…

May 18, 2026

Q1 2026 13F Final Tally: Which Early Signals Held and What Only the Full Universe Revealed

All 8,572 Q1 2026 13F filings are in. The energy rotation, semiconductor equipment cluster, and growth tech exits held across the…

May 14, 2026

Inside Big Tech's 13Fs: Nvidia's $13 Billion Quarter, Pfizer's BioNTech Exit

Nvidia took 4% of Intel. Pfizer fully exited BioNTech. Amazon's 13F is essentially $3 billion of Rivian. A small set of operating…

May 11, 2026

The Quiet Boom in Option Income ETFs

In three years the option income ETF category went from a few-dozen funds to roughly 160, with combined net assets crossing $140…

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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.