The cluster is one-sided bullish but small in scale relative to market cap and lacks insider confirmation. Monitor next quarter's 13F for whether Boston Trust Walden maintains or adds to its new position, which would signal conviction.
How the stock moved after the report
NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 2 $76.92entry
- T+1 · yesterday +6.55%α +4.90% · $81.96
- T+2 · todayOpen
- T+5 · in 4d Pending
- T+20 · in 26d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Three institutional investors accumulated $49.5M in KTB during Q3 2026, led by a new $27.2M position from Boston Trust Walden and a doubling by Exchange Traded Concepts. No institutional selling was reported, and the cluster shows no insider buying corroboration.
Key Financial Metrics
Institutional Positions
Net institutional flow: $28.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Boston Trust Walden | NEW | +0% | $27.2M | $27.2M |
| Principal Financial Group | ADD | +40.3% | $22.0M | $1.3M |
| Exchange Traded Concepts | DOUBLED | +118.3% | $261.0K | $103.0K |
Key Facts
- 3 institutional buyers with aggregate current holdings of $49.5M and net change of +$28.6M
- Boston Trust Walden initiated a new $27.2M position (432,000 shares)
- Exchange Traded Concepts doubled its stake (+118.3%) to $261K
- Principal Financial Group added 40.3% to its position, now $22.0M
- No institutional sellers in the cluster
- Insider buying confluence score is 2/100 (divergent), with no open-market insider purchases
Financial Impact
3 institutions accumulated $28.6M net in KTB during Q3 2026, representing about 0.7% of the $4.1B market cap
Risk Factors
- 13F data is 45+ days stale; positions may have been reduced or exited since quarter-end
- No insider buying corroboration weakens the signal's reliability
- Aggregate net buying of $28.6M is modest relative to $4.1B market cap
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-KTB-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 2, 2026 2d ago | Institutional Cluster | $76.92 | awaiting T+5 | awaiting T+5 | No price |
Oct 27, 2026 8d ago | Institutional Cluster | $74.37 $81.96 | ▲ +10.21% | ▲ +10.92% | No price |
Oct 22, 2026 13d ago | 8-K | $77.78 $75.32 | ▼ −3.17% | ▼ −3.88% | No price |
Sep 24, 2026 5w ago | 3 | $65.37 $64.71 | ▼ −1.01% | ▼ −0.79% | No price |
Sep 24, 2026 5w ago | 8-K | $65.37 $64.71 | ▼ −1.01% | ▼ −0.79% | No price |
Sep 2, 2026 9w ago | 8-K | $73.67 $66.62 | ▼ −9.57% | ▼ −8.42% | No price |
Aug 21, 2026 10w ago | Court Ruling | $83.23 $75.41 | ▼ −9.40% | ▼ −9.86% | No price |
Aug 18, 2026 11w ago | Insider Cluster | $82.17 $77.18 | ▼ −6.07% | ▼ −5.69% | No price |
Aug 17, 2026 11w ago | Insider Cluster | $82.30 $80.01 | ▼ −2.78% | ▼ −2.58% | No price |
Aug 13, 2026 11w ago | 144 | $84.04 $78.99 | ▼ −6.01% | ▼ −4.04% | No price |
US Market Status
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