The cluster is entirely active asset managers, not passive index funds, which strengthens the signal. However, the 13F data is 45+ days stale and the dollar amounts are small relative to MOG-A's market cap (likely under 0.5% of float). Monitor upcoming earnings and any corporate catalysts that might explain the buying.
Executive Summary
Seven institutional investors increased their MOG-A holdings in Q3 2026, with two doubling their positions and five adding. The aggregate net buying was $2.7M, bringing total institutional holdings to $8.4M. No sellers were present, indicating a consensus bullish view among these asset managers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.7M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Exchange Traded Concepts | DOUBLED | +132.6% | $883.0K | $461.0K |
| Sumitomo Mitsui Trust Group | ADD | +69.4% | $4.3M | $1.5M |
| Farther Finance Advisors | ADD | +62.8% | $264.0K | $84.0K |
| Wealth Enhancement Advisory Services | ADD | +28.2% | $1.7M | $207.0K |
| Concurrent Investment Advisors | ADD | +41.8% | $372.0K | $80.0K |
| Hb Wealth Management | ADD | +74.5% | $825.0K | $300.0K |
| Assetmark | DOUBLED | +222.1% | $84.0K | $55.0K |
Key Facts
- 7 institutional buyers, 0 sellers in Q3 2026
- Aggregate net buying of $2.7M, total holdings $8.4M
- Two funds (Exchange Traded Concepts, Assetmark) doubled their positions
- Sumitomo Mitsui Trust Group added the most value (+$1.5M)
- No insider open-market buying corroborates the cluster (confluence score 31/100)
Financial Impact
7 institutions accumulated $2.7M in net new MOG-A positions during Q3 2026, with total holdings reaching $8.4M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate the institutional thesis
- Small dollar amounts relative to market cap limit price impact
- All buyers are asset managers, not activist or event-driven funds, suggesting a passive or valuation-driven thesis
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-MOG-A-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | Institutional Cluster | $362.81 $350.67 | ▼ −3.35% | ▼ −1.57% | No price |
Jul 31, 2026 13w ago | 8-K | $389.85 $395.88 | ▲ +1.55% | ▲ +0.12% | No price |
Jul 6, 2026 16w ago | 8-K | $424.46 $412.01 | ▼ −2.93% | ▼ −2.46% | No price |
US Market Status
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