Monitor for any upcoming earnings or corporate events that could catalyze further upside, and watch for additional 13F filings from other major holders to confirm the trend.
Executive Summary
Six institutional investors accumulated $11.8M in Envela Corp (ELA) during 2026-Q2, led by BlackRock ($6.6M add) and Nuveen ($2.7M add), with only one minor trim from a single seller. Insider buying (C-suite, $1K open-market) corroborates the institutional signal, reinforcing a bullish thesis likely tied to the company's retail-jewelry operations and potential sector tailwinds.
Key Financial Metrics
Institutional Positions
Net institutional flow: $11.8M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| BlackRock | ADD | +31.1% | $11.9M | $6.6M |
| Nuveen | ADD | +35.7% | $4.7M | $2.7M |
| State Street | ADD | +27.1% | $4.0M | $2.2M |
| Russell Investments Group | DOUBLED | +626% | $164.0K | $151.0K |
| Citigroup | DOUBLED | +910.1% | $104.0K | $98.0K |
| Farther Finance Advisors | DOUBLED | +100% | $58.00 | $41.00 |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| New York State Common Retirement Fund | TRIM | -36.8% | $95.0K | $9.0K |
Key Facts
- 6 institutional buyers vs 1 seller in 2026-Q2
- Aggregate net buying of $11.8M across all tracked funds
- BlackRock added $6.6M (+31.1% shares), now holds $11.9M
- Nuveen added $2.7M (+35.7% shares), now holds $4.7M
- State Street added $2.2M (+27.1% shares), now holds $4.0M
- Only seller: New York State Common Retirement Fund trimmed $9K (value increased due to price)
- Insider C-suite open-market buy of $1K provides corroborating conviction signal
- Cross-filing amplifier verdict (PMI=6.16, q=0.000) supports elevated impact
Financial Impact
6 institutions accumulated $11.8M in new positions while 1 reduced holdings by $9K (net +$11.8M)
Risk Factors
- 13F data has a 45-day reporting lag; positions may have been unwound since quarter-end
- Mega-passive funds (BlackRock, State Street) may be rebalancing rather than making active bets
- Small absolute insider buy ($1K) provides limited signal strength despite C-suite participation
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-ELA-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 10w ago | Institutional Cluster | $16.15 $13.67 | ▼ −15.36% | ▼ −13.46% | — |
Apr 10, 2026 28w ago | 8-K | $17.41 $24.27 | ▲ +39.40% | ▲ +31.67% | — |
US Market Status
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