No strong directional signal from this cluster. Monitor for future filings with active manager participation or material operational catalysts to confirm any bullish thesis.
Executive Summary
Four mega-passive institutional buyers (Fidelity, BofA, Wells Fargo, Morgan Stanley) added modest positions in FLOC during Q3 2025, while T. Rowe Price nearly exited. The net inflow is approximately $2.4M, representing ~0.1% of market cap. All participants are passive/index funds, indicating routine rebalancing rather than an active investment thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.4M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +25.1% | $39.1M | $1.6M |
| BofA | ADD | +50.1% | $2.4M | $473.0K |
| Wells Fargo | ADD | +35% | $212.0K | $24.0K |
| Morgan Stanley | ADD | +27.2% | $4.3M | $244.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| T. Rowe Price | NEAR_EXIT | -96.3% | $15.0K | -$14.4K |
Key Facts
- 4 passive buyers added $2.4M in aggregate; 1 passive seller reduced $14K
- No active or activist managers present in the cluster
Financial Impact
Net institutional inflow of approximately $2.4M (0.11% of market cap), dominated by mega-passive rebalancing
Risk Factors
- Passive flows may reverse in subsequent quarters
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-FLOC-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | 144 | $19.10 | awaiting T+60 | — | — |
Oct 2, 2026 25d ago | 8-K | $18.46 | awaiting T+60 | — | — |
Aug 25, 2026 9w ago | 8-K | $20.64 | awaiting T+60 | — | — |
Aug 11, 2026 11w ago | 8-K | $23.26 | awaiting T+60 | — | — |
Aug 10, 2026 11w ago | 8-K | $23.26 | awaiting T+60 | — | — |
Jul 30, 2026 12w ago | 8-K | $19.73 $19.63 | ▼ −0.51% | ▼ −2.97% | — |
Jun 26, 2026 17w ago | Institutional Cluster | $21.80 $19.87 | ▼ −8.85% | ▼ −13.34% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $23.72 $21.10 | ▼ −11.05% | ▼ −15.44% | — |
May 7, 2026 24w ago | 8-K | $24.84 $20.36 | ▼ −18.04% | ▼ −22.87% | — |
May 6, 2026 24w ago | 8-K | $24.25 $20.45 | ▼ −15.67% | ▼ −17.73% | — |
US Market Status
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