The cluster is too small and too retail-oriented to signal a material thesis shift. Monitor next earnings for any fundamental catalyst that might attract larger institutional interest.
Executive Summary
Six small asset managers added or doubled their positions in Avnet during Q3 2026, with aggregate buying of $1.8M and zero selling. The cluster is tiny in absolute dollar terms and dominated by passive/retail-oriented advisors, not active hedge funds or activists. The signal is weak and likely noise.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.8M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +88.1% | $662.0K | $350.0K |
| Wealth Enhancement Advisory Services | ADD | +30.8% | $2.6M | $1.0M |
| Mather Group | DOUBLED | +966.7% | $3.0K | $3.0K |
| Td Waterhouse Canada | DOUBLED | +225.6% | $83.0K | $61.0K |
| Assetmark | ADD | +50.6% | $37.0K | $15.0K |
| Hb Wealth Management | ADD | +51.9% | $851.0K | $317.0K |
Key Facts
- 6 buyers accumulated $1.8M in net new value; 0 sellers
- Largest buyer: Wealth Enhancement Advisory Services added $1.0M (30.8% increase)
- All buyers are small asset managers/wealth advisors; no activist or hedge fund participation
- Total buyer holdings are only $4.3M — negligible relative to Avnet's market cap
Financial Impact
Net institutional buying of $1.8M across 6 small asset managers, with total disclosed holdings of $4.3M — immaterial for a company of Avnet's size
Risk Factors
- 13F data is 45+ days stale; positions may have already been unwound
- All buyers are small wealth advisors with no track record of activist or value-driven investing
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-AVT-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $88.08 | awaiting T+20 | — | — |
Oct 15, 2026 12d ago | 8-K | $90.03 | awaiting T+20 | — | — |
Oct 6, 2026 21d ago | DEFA14A | $102.53 | awaiting T+20 | — | — |
Oct 6, 2026 21d ago | DEF 14A | $102.53 | awaiting T+20 | — | — |
Aug 26, 2026 8w ago | Institutional Cluster | $91.52 $100.91 | ▲ +10.27% | ▲ +10.77% | — |
Aug 21, 2026 9w ago | Insider Cluster | $86.26 $98.25 | ▲ +13.90% | ▲ +12.60% | — |
Aug 14, 2026 10w ago | S-3ASR | $95.71 $92.34 | ▼ −3.52% | ▼ −1.53% | — |
Aug 5, 2026 11w ago | 8-K | $97.22 $89.99 | ▼ −7.44% | ▼ −6.84% | — |
Apr 29, 2026 25w ago | 8-K | $81.53 $87.06 | ▲ +6.78% | ▲ +1.32% | — |
US Market Status
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