The cluster is dominated by a single large trim from Fort Washington, which may reflect a portfolio rebalance rather than a bearish thesis on IVV. Concurrent's near-doubling of its stake is notable but not enough to offset the net outflow. Monitor next quarter's 13F to see if the buying or selling trend persists.
Executive Summary
Three asset managers added to their IVV positions in Q3 2026, with Concurrent Investment Advisors nearly doubling its stake (+$144.5M), while Fort Washington Investment Advisors trimmed by 62.5% (-$252.8M). The net institutional flow is mixed: $145.1M in buying vs $252.8M in selling, resulting in a net outflow of $107.7M from the tracked group.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$107.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Concurrent Investment Advisors | ADD | +92.2% | $294.1M | $144.5M |
| Atwood & Palmer | ADD | +31.9% | $1.7M | $451.0K |
| Congress Asset Management | ADD | +27.3% | $934.0K | $217.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fort Washington Investment Advisors | TRIM | -62.5% | $409.9M | -$252.8M |
Key Facts
- 3 buyers added $145.1M in aggregate, led by Concurrent Investment Advisors (+$144.5M, +92.2%)
- 1 seller (Fort Washington) reduced by $252.8M, a 62.5% trim of its position
- Net tracked institutional flow was negative: -$107.7M
- All four institutions are asset managers (no hedge funds, activists, or family offices involved)
Financial Impact
Net tracked institutional outflow of $107.7M, with $145.1M in buying offset by $252.8M in selling
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Only 4 institutions tracked — small sample, limited signal
- All participants are asset managers, not high-conviction active funds; moves may be passive or index-rebalancing related
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-IVV-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 11d ago | Institutional Cluster | $766.67 | awaiting T+20 | — | — |
Jul 22, 2026 13w ago | Institutional Cluster | $741.62 $766.34 | ▲ +3.33% | ▲ +0.03% | — |
US Market Status
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