The cluster is small in absolute dollar terms ($4.7M total) but shows unanimous conviction among active managers. Monitor next 13F filing for follow-through or reversal, and watch for any insider buying to corroborate the thesis.
Executive Summary
Four asset managers accumulated ADT shares in Q3 2026, with total holdings rising $1.9M to $4.7M. The buying is concentrated among smaller active managers, with Farther Finance Advisors and Hb Wealth Management more than doubling their positions. No institutional selling was reported, suggesting a shared bullish thesis on ADT's security and smart-home business.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.9M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +74.7% | $3.8M | $1.4M |
| Farther Finance Advisors | DOUBLED | +1527.1% | $300.0K | $280.0K |
| Hb Wealth Management | DOUBLED | +198% | $385.0K | $216.0K |
| Nisa Investment Advisors | ADD | +32.9% | $128.0K | $25.0K |
Key Facts
- 4 institutional buyers added $1.9M in net new value, bringing total holdings to $4.7M
- No institutional sellers in the cluster
- Farther Finance Advisors increased position by 1,527% (from $20K to $300K)
- Hb Wealth Management doubled its position (+198%, from $169K to $385K)
- Wealth Enhancement Advisory Services added 74.7% to its stake (now $3.8M, the largest position in the cluster)
- All buyers are active asset managers, not passive/index funds
Financial Impact
4 institutions accumulated $1.9M in net new ADT positions during Q3 2026, bringing total disclosed holdings to $4.7M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Small absolute dollar amounts ($4.7M total) limit the signal's market impact
- No insider buying confluence to corroborate the institutional thesis
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ADT-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 2d ago | Institutional Cluster | $6.91 | awaiting T+1 | — | — |
Oct 20, 2026 5d ago | Press Release | $6.79 $6.80 | ▲ +0.15% | ▼ −0.38% | — |
Oct 8, 2026 17d ago | SC 13G/A | $6.50 $6.43 | ▼ −1.08% | ▼ −1.68% | — |
Jul 30, 2026 12w ago | 8-K | $7.51 $7.64 | ▲ +1.73% | ▲ +1.03% | — |
Jul 30, 2026 12w ago | Press Release | $7.51 $7.64 | ▲ +1.73% | ▲ +1.03% | — |
Jul 21, 2026 13w ago | Institutional Cluster | $6.89 $6.90 | ▼ −0.15% | ▼ −0.26% | — |
Jul 16, 2026 14w ago | Press Release | $7.06 $7.00 | ▼ −0.85% | ▲ +0.14% | — |
May 28, 2026 21w ago | 8-K | $6.71 $6.74 | ▲ +0.45% | ▲ +0.19% | — |
May 18, 2026 22w ago | Insider Cluster | $6.87 $6.98 | ▲ +1.60% | ▲ +0.56% | — |
May 8, 2026 24w ago | DEFA14A | $6.79 $6.79 | · 0.00% | ▲ +0.14% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers