The cluster is dominated by active managers, with Vontobel's new $25.7M position and Fort Washington's $66.7M stake signaling conviction. Monitor next 13F for unwinding risk given 45-day lag; watch for insider buying or corporate events (M&A, buyback) that could validate the thesis.
Executive Summary
Six institutional buyers accumulated $15.8M net in QXO during Q3 2026, led by a new $25.7M position from Vontobel Holding and a 26% increase from Fort Washington Investment Advisors, while two small sellers trimmed $1.0M. The cluster shows strong active-manager conviction in a stock that has seen significant institutional rotation, though the 13F data is 45+ days stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: $15.8M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fort Washington Investment Advisors | ADD | +25.9% | $66.7M | -$11.6M |
| Td Waterhouse Canada | ADD | +40.2% | $1.6M | $34.0K |
| Vontobel Holding | NEW | +0% | $25.7M | $25.7M |
| Nisa Investment Advisors | DOUBLED | +12351.5% | $831.0K | $821.0K |
| Assetmark | DOUBLED | +13590.9% | $704.0K | $697.0K |
| Hb Wealth Management | DOUBLED | +120.1% | $337.0K | $110.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | TRIM | -46.5% | $213.0K | -$136.0K |
| Wealth Enhancement Advisory Services | TRIM | -43.8% | $1.5M | -$885.0K |
Key Facts
- 6 institutional buyers vs 2 sellers in Q3 2026
- Net institutional inflow of $15.8M (buyers $95.9M, sellers $1.0M)
- Vontobel Holding initiated a new $25.7M position (2.20M shares)
- Fort Washington Investment Advisors added 1.17M shares (+25.9%) to hold $66.7M
- Two small asset managers trimmed positions totaling $1.0M
- All six buyers are active asset managers, not passive/index funds
Financial Impact
Net institutional accumulation of $15.8M in Q3 2026, with total buyer holdings of $95.9M versus seller reductions of $1.0M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- No insider buying corroboration in the cluster data
- Stock price movement since quarter-end could have altered thesis
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-QXO-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $10.53 | awaiting T+1 | awaiting T+1 | No price |
Oct 23, 2026 4d ago | Institutional Cluster | $10.51 $10.48 | ▼ −0.29% | ▼ −1.00% | No price |
Oct 21, 2026 7d ago | SC 13G/A | $10.31 $11.02 | ▲ +6.89% | ▲ +8.07% | No price |
Jul 23, 2026 13w ago | 8-K | $13.67 $14.13 | ▲ +3.37% | ▲ +3.34% | No price |
Jul 9, 2026 15w ago | 8-K | $14.58 $14.99 | ▲ +2.81% | ▲ +2.38% | No price |
Jul 1, 2026 16w ago | S-3ASR | $16.21 $15.81 | ▼ −2.47% | ▼ −3.34% | No price |
Jun 30, 2026 17w ago | 8-K | $17.28 $16.54 | ▼ −4.28% | ▼ −4.15% | No price |
Jun 29, 2026 17w ago | 8-K | $17.28 $16.54 | ▼ −4.28% | ▼ −4.15% | No price |
Jun 17, 2026 18w ago | 8-K | $17.76 $16.74 | ▼ −5.74% | ▼ −5.43% | No price |
Jun 12, 2026 19w ago | 8-K | $16.63 $16.69 | ▲ +0.36% | ▼ −1.40% | No price |
US Market Status
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