The cluster is entirely active asset managers with no passive/index funds, strengthening the signal. However, 13F data is 45+ days stale and the confluence score shows no insider corroboration. Monitor next 13F for retention or reversal of these positions.
Executive Summary
Three asset managers significantly increased their DFLV positions in Q3 2026, with two doubling their stakes and one adding 37%. Aggregate buying totaled $32.9M in new value, with no institutional sellers in the cluster. The moves are institution-only with no insider buying corroboration.
Key Financial Metrics
Institutional Positions
Net institutional flow: $32.9M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Truist Financial | DOUBLED | +6037.3% | $13.5M | $13.2M |
| Wealth Enhancement Advisory Services | ADD | +36.6% | $43.9M | $12.4M |
| Concurrent Investment Advisors | DOUBLED | +911.9% | $8.1M | $7.3M |
Key Facts
- 3 institutional buyers, 0 sellers in Q3 2026 cluster
- Truist Financial doubled position (+6037% shares) to $13.5M
- Wealth Enhancement Advisory Services added 36.6% to $43.9M
- Concurrent Investment Advisors doubled position (+912%) to $8.1M
- Aggregate net buying of $32.9M across 3 funds
- No open-market insider buying in the window (confluence score 23/100)
Financial Impact
3 institutions accumulated $32.9M in net new value, with total current holdings of $65.4M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate institutional conviction
- Small absolute dollar amounts relative to ETF's total AUM may limit price impact
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-DFLV-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | Institutional Cluster | $41.66 | awaiting T+20 | awaiting T+20 | No price |
Aug 15, 2026 11w ago | Institutional Cluster | $42.00 $41.56 | ▼ −1.05% | ▲ +0.93% | No price |
US Market Status
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