The unanimous buying by five active asset managers suggests a shared positive thesis on FELE, possibly anticipating strong earnings or operational improvements. However, 13F data is 45+ days stale — confirm whether recent earnings or guidance support the thesis before acting.
Executive Summary
Five asset managers added to their FELE positions in Q3 2026, with aggregate holdings rising $8.0M to $22.8M. The largest addition came from Assenagon Asset Management, which increased its stake by 75.3% ($7.7M). No institutional sellers were identified, indicating a one-sided accumulation pattern.
Key Financial Metrics
Institutional Positions
Net institutional flow: $8.0M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | ADD | +75.3% | $21.3M | $7.7M |
| Wealth Enhancement Advisory Services | ADD | +26.8% | $1.1M | $176.0K |
| Nisa Investment Advisors | ADD | +68.2% | $267.0K | $89.0K |
| Farther Finance Advisors | ADD | +54.6% | $70.0K | $20.0K |
| Assetmark | ADD | +32.7% | $29.0K | $5.0K |
Key Facts
- 5 institutional buyers added a net $8.0M in FELE positions during Q3 2026
- Assenagon Asset Management was the largest buyer, adding $7.7M (75.3% increase)
- No institutional sellers were identified in the cluster
- All buyers are active asset managers, not passive/index funds
- Total institutional holdings in the cluster reached $22.8M at quarter-end
Financial Impact
5 institutions accumulated $8.0M in net new FELE positions, bringing total cluster holdings to $22.8M. The largest single addition was $7.7M by Assenagon Asset Management.
Risk Factors
- 13F data is stale by 45+ days; positions may have been unwound since quarter-end
- All buyers are relatively small asset managers; no large activist or hedge fund participation
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-FELE-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | Press Release | $98.61 $98.07 | ▼ −0.55% | ▼ −1.11% | — |
Oct 21, 2026 6d ago | Institutional Cluster | $99.21 $98.36 | ▼ −0.86% | ▼ −0.33% | — |
Jul 28, 2026 13w ago | 8-K | $109.71 $105.38 | ▼ −3.95% | ▼ −2.41% | — |
May 27, 2026 21w ago | Insider Cluster | $101.16 $99.09 | ▼ −2.05% | ▼ −2.60% | — |
May 4, 2026 25w ago | 8-K | $98.62 $100.01 | ▲ +1.41% | ▲ +0.62% | — |
Apr 30, 2026 25w ago | Insider Cluster | $99.91 $99.44 | ▼ −0.47% | ▼ −0.69% | — |
Apr 28, 2026 26w ago | 8-K | $101.59 $101.87 | ▲ +0.28% | ▼ −0.75% | — |
Apr 28, 2026 26w ago | 8-K | $102.76 $101.87 | ▼ −0.87% | ▼ −0.86% | — |
Apr 28, 2026 26w ago | Press Release | $102.76 $101.87 | ▼ −0.87% | ▼ −0.86% | — |
Apr 27, 2026 26w ago | Press Release | $103.21 $103.05 | ▼ −0.16% | ▲ +0.33% | — |
US Market Status
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