The cluster is too small in absolute dollar terms to move the ETF's price. Monitor next quarter's 13F for continuation or reversal of this buying pattern, and check for any underlying index rebalancing that may have driven the doubling.
Executive Summary
Three asset managers doubled their positions in BKIE during Q3 2026, with aggregate holdings rising to $5.4M. The cluster is small in absolute dollar terms and dominated by active managers, but the 45-day reporting lag and modest scale cap the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Davenport & Co | DOUBLED | +327.1% | $4.8M | $1.4M |
| Farther Finance Advisors | DOUBLED | +116.9% | $527.0K | -$205.0K |
| Mather Group | DOUBLED | +200% | $21.0K | -$77.00 |
Key Facts
- 3 active asset managers doubled BKIE positions in Q3 2026
- Aggregate current holdings: $5.4M; net increase: $1.2M
- No sellers in the cluster
- Davenport & Co added the most value: +$1.4M (327% increase)
- Farther Finance Advisors doubled shares but value fell $205K due to price decline
Financial Impact
3 institutions accumulated $1.2M in net new BKIE holdings during Q3 2026, bringing total disclosed positions to $5.4M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Small absolute dollar amounts ($5.4M) relative to ETF's total AUM limit signal significance
- No insider buying to corroborate the institutional conviction
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BKIE-2026-Q3 |
US Market Status
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