The cluster shows broad-based accumulation by both asset managers and passive funds, but the 45-day reporting lag means positions may have been adjusted since June 30. Watch for Q3 2026 13F filings to confirm whether the buying trend continued or reversed, and monitor any insider Form 4 filings for corroboration.
Executive Summary
Six institutional investors accumulated CitroTech shares in Q2 2026, with aggregate buying of $2.5M and net positive change of $424K, while one seller trimmed a $535K position. The buying is dominated by asset managers (Fifth Third Bancorp, Lpl Financial, Vanguard Fiduciary Trust) and mega-passive funds (Morgan Stanley, Northern Trust, State Street), suggesting a shared thesis around CitroTech's fundamentals or sector positioning, though the 45-day reporting lag tempers conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $424.0K
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +39.8% | $9.0K | -$1.0K |
| Northern Trust | ADD | +44.7% | $210.0K | -$17.0K |
| Fifth Third Bancorp | ADD | +94.2% | $1.3M | $253.0K |
| Lpl Financial | ADD | +49% | $84.0K | -$4.0K |
| Vanguard Fiduciary Trust | ADD | +40.8% | $522.0K | -$58.0K |
| State Street | DOUBLED | +446.4% | $351.0K | $251.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Susquehanna International Group | TRIM | -60.2% | $718.0K | -$535.0K |
Key Facts
- 6 institutional buyers with net aggregate holdings of $2.5M and net change of +$424K
- 1 seller (Susquehanna International Group) trimmed 60.2% of its position, reducing value by $535K
- Fifth Third Bancorp added 114.1K shares (+94.2%), the largest absolute increase at $253K
- State Street doubled its position (+446.4%), adding 52.0K shares worth $251K
- All buyers are asset managers or mega-passive funds; no activist or event-driven funds appear
Financial Impact
6 institutions accumulated $2.5M in CitroTech positions during Q2 2026, with net buying of $424K after accounting for one seller's $535K trim
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No activist or event-driven funds in the cluster — thesis may be passive rebalancing rather than conviction
- Single seller (Susquehanna) trimmed a material $535K position, suggesting some institutional skepticism
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-CITR-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $2.65 | awaiting T+20 | — | — |
Oct 22, 2026 4d ago | 424B4 | $2.65 | awaiting T+20 | — | — |
Oct 21, 2026 5d ago | EFFECT | $2.64 | awaiting T+20 | — | — |
Sep 28, 2026 28d ago | S-1 | $3.80 $2.64 | ▲ +30.53% | ▲ +30.50% | — |
Sep 22, 2026 4w ago | Institutional Cluster | $4.60 $2.60 | ▼ −43.48% | ▼ −42.92% | — |
Aug 10, 2026 11w ago | 10-Q/A | $5.84 $5.03 | ▲ +13.87% | ▲ +12.96% | — |
Jun 17, 2026 18w ago | 8-K | $7.04 $4.71 | ▼ −33.10% | ▼ −33.63% | — |
Jun 1, 2026 21w ago | 8-K | $6.92 $5.77 | ▼ −16.62% | ▼ −15.05% | — |
Apr 21, 2026 26w ago | 8-K | $8.00 $6.55 | ▼ −18.13% | ▼ −23.04% | — |
Apr 15, 2026 27w ago | EFFECT | $8.40 $6.83 | ▲ +18.69% | ▲ +24.73% | — |
US Market Status
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