The cluster is dominated by a single meaningful seller and three trivial buyers — no shared bullish thesis is evident. Monitor for additional 13F filings next quarter to see if the selling broadens or if the small buyers accumulate further.
Executive Summary
Three small asset managers added nominal positions in NCR Atleos Corp during Q3 2026, while one larger advisor trimmed $3.0M, resulting in a net institutional outflow of approximately $2.99M. The buying is trivial in scale and concentrated among tiny holders, while the sole seller's reduction dominates the cluster, signaling a net bearish institutional posture.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$3.0M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +44.2% | $20.0K | $7.0K |
| Mather Group | ADD | +45.6% | $4.0K | $1.0K |
| Assetmark | ADD | +32.7% | $3.0K | $810.00 |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | TRIM | -73.4% | $4.0M | -$3.0M |
Key Facts
- 3 small asset managers added a combined $9K in new value (Farther Finance +$7K, Mather Group +$1K, Assetmark +$810)
- 1 seller (Wealth Enhancement Advisory Services) trimmed $3.0M, reducing its stake by 73.4%
- Net institutional flow was -$2.99M, overwhelmingly driven by the single seller
- All buyers are asset managers with sub-$20K positions — negligible conviction signal
Financial Impact
Net institutional outflow of approximately $2.99M, with $3.0M in selling vs $9K in buying
Risk Factors
- 13F data is 45+ days stale; the seller may have already completed its exit
- Three tiny buyers provide no corroboration of a bullish catalyst
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-NATL-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $47.19 $47.15 | ▲ +0.08% | ▼ −0.44% | — |
Aug 5, 2026 11w ago | 8-K | $46.81 $46.54 | ▼ −0.58% | ▼ −0.42% | — |
Jun 30, 2026 17w ago | 8-K | $44.09 $44.57 | ▲ +1.09% | ▲ +1.22% | — |
Jun 18, 2026 18w ago | 8-K | $43.57 $43.58 | ▲ +0.02% | ▲ +1.48% | — |
Jun 18, 2026 18w ago | 425 | $43.57 $43.58 | ▲ +0.02% | ▲ +1.48% | — |
May 27, 2026 21w ago | DEFM14A | $45.10 $45.27 | ▲ +0.38% | ▼ −0.17% | — |
May 12, 2026 24w ago | 425 | $44.72 $44.72 | · 0.00% | ▲ +0.00% | — |
May 6, 2026 24w ago | 425 | $44.25 $44.27 | ▲ +0.05% | ▼ −0.78% | — |
May 6, 2026 24w ago | 8-K | $44.25 $44.27 | ▲ +0.05% | ▼ −0.78% | — |
Apr 3, 2026 29w ago | DEFA14A | $43.84 $43.48 | ▼ −0.82% | ▼ −0.88% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers