Companies that own more than $100 million in publicly traded stock must disclose that information in Form 13F. Those reports must be filed no later than 45 days after the end of each quarter, and they can provide clues as to how large institutions are navigating the stock market.

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could offer clarity on demand and justify the sector's lofty valuations.