Quarterly 13F disclosures, read structurally — not as breaking news. We pick a small curated set of managers (5 canonical anchors + 5 differentiated), then surface long-term signals that DATAROMA and WhaleWisdom miss: persistent core holdings, pivot quarters, scale arcs, and option-heavy distortion. Every AI inference is bound to a SEC filing; every page carries a fixed disclaimer that 13F ≠ AUM.