Insights

Analysis and observations on institutional investment activity.

May 7, 2026

Three Stocks, 35% of the Fund: What Growth-Index Concentration Looks Like Now

Across the largest growth funds, top-10 concentration now tops 60% — roughly three times what value funds carry. T. Rowe Price…

May 4, 2026

The Late 2025 Rotation: Inside Fund Flows to Metals, Bonds, and Defense

A copper mining ETF doubled in size. Gold and silver funds surged. Treasuries absorbed billions. Defense and infrastructure grew.…

May 1, 2026

A Handful of Credit Funds Got Less Liquid Last Quarter — Without Buying a Thing

Seven credit funds saw their hard-to-sell holdings move sharply between November and February. In most of them, no trades drove…

Apr 30, 2026

High-Conviction Portfolios: What 13F Concentration Data Shows About How Managers Bet

86% of $50B+ managers hold Nvidia in their top ten. Among sub-$500M managers, 52% don't hold a single Mag 7 stock. The biggest…

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…

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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.