Institutional Cluster
Institutional cluster: 5 buyers, 0 sellers (bullish)
Actionable Insight ▲ Bullish
The cluster is one-sided bullish with no insider corroboration. Monitor next 13F for potential unwinding or continuation; the 45-day lag means these positions may already be adjusted.
Executive Summary
Five asset managers increased their SCHF positions in Q3 2026, adding a net $43.0M in value. No institutional sellers were detected, and no insider buying corroborates the move.
Key Financial Metrics
Direction
accumulating
Buy Value
$129.1M
Net Flow
$43.0M
Institutional Positions
Net institutional flow: $43.0M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Truist Financial | ADD | +44.6% | $6.3M | $1.9M |
| Farther Finance Advisors | ADD | +71.6% | $61.8M | $25.5M |
| Concurrent Investment Advisors | ADD | +46.7% | $7.3M | $2.3M |
| Assetmark | ADD | +41.4% | $894.0K | $257.0K |
| Hb Wealth Management | ADD | +34% | $52.8M | $13.1M |
Key Facts
- 5 institutional buyers added $43.0M in aggregate, with no sellers
- Farther Finance Advisors added the most value (+$25.5M, +71.6% shares)
- Hb Wealth Management added $13.1M (+34.0% shares)
- All buyers are asset managers (active or advisory), not passive/index funds
- Insider buying score is low (35/100), no open-market purchases in the window
Financial Impact
5 institutions accumulated $43.0M in net new value, increasing aggregate holdings from $86.1M to $129.1M
institutional ownershipfloat demand
Risk Factors
- 13F data is 45+ days stale; positions may have been reduced since quarter-end
- No insider buying to confirm the institutional thesis
- All buyers are asset managers, not activist or event-driven funds, limiting catalyst signal
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SCHF-2026-Q3 |
US Market Status
Market Closed · Opens Mon (< 1m)
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