The cluster is small and dominated by a single fund's doubling, not broad-based conviction. With no insider buying and a poor historical model track record on AKAM, treat this as noise rather than a directional signal. Monitor for a larger institutional catalyst or insider accumulation before acting.
Executive Summary
Three asset managers accumulated $11.4M in AKAM during 2026-Q2, led by Wealth Enhancement Advisory Services nearly tripling its position to $17.5M. Two smaller sellers trimmed $1.8M. The cluster is modest in scale and dominated by a single large add, with no insider buying corroboration, suggesting limited conviction behind the accumulation.
Key Financial Metrics
Institutional Positions
Net institutional flow: $11.4M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | DOUBLED | +162.9% | $17.5M | $11.0M |
| Merit Financial Group | ADD | +28.2% | $1.3M | $315.0K |
| Qrg Capital Management | ADD | +25.6% | $266.0K | $60.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Davenport & Co | TRIM | -31.8% | $5.6M | -$1.7M |
| Farther Finance Advisors | TRIM | -38.2% | $386.0K | -$142.9K |
Key Facts
- 3 buyers added $11.4M net; 2 sellers trimmed $1.8M
- Wealth Enhancement Advisory Services doubled its stake (+162.9%) to $17.5M
- Davenport & Co trimmed 31.8% of its position, reducing by $1.7M
- No open-market insider buying; insider activity was 1 sell of $393K in the prior 30 days
- Historical model calls on AKAM have a 13% win rate at T+20, signaling caution on over-scoring
Financial Impact
Net institutional accumulation of $11.4M (buyers $19.1M vs sellers $1.8M), concentrated in one fund's $11.0M add
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed
- Single-fund concentration in the buying side reduces signal reliability
- Historical model underperformance on AKAM suggests low predictive value for this filing type
Market Snapshot
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-AKAM-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 21, 2026 10w ago | Institutional Cluster | $124.91 $115.20 | ▼ −7.77% | ▼ −10.34% | — |
Jul 8, 2026 12w ago | Press Release | $126.57 $122.27 | ▼ −3.40% | ▼ −6.67% | — |
Jul 2, 2026 13w ago | Press Release | $113.17 $113.75 | ▲ +0.51% | ▲ +0.93% | — |
Jun 4, 2026 17w ago | Press Release | $158.98 $113.17 | ▼ −28.81% | ▼ −27.44% | — |
Jun 3, 2026 17w ago | Press Release | $160.36 $113.17 | ▼ −29.43% | ▼ −28.43% | — |
Jun 2, 2026 17w ago | Press Release | $160.32 $112.81 | ▼ −29.63% | ▼ −28.07% | — |
May 22, 2026 18w ago | 8-K | $148.21 $120.33 | ▼ −18.81% | ▼ −16.86% | — |
May 20, 2026 19w ago | 8-K | $143.55 $124.91 | ▼ −12.98% | ▼ −13.73% | — |
May 14, 2026 20w ago | Press Release | $155.67 $133.50 | ▼ −14.24% | ▼ −13.38% | — |
May 7, 2026 21w ago | Press Release | $147.71 $149.32 | ▲ +1.09% | ▲ +1.07% | — |
US Market Status
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