Monitor next 10-Q for fundamental trends (revenue, margins, housing/landscaping demand) and any insider trading activity that could corroborate or contradict this institutional accumulation. The cluster is too small to drive price action alone.
Executive Summary
Three institutional investors increased their positions in SiteOne Landscape Supply during Q3 2026, with aggregate buying of $2.4M across $4.3M in current holdings. The cluster is small in scale and dominated by asset managers, suggesting a modest conviction signal rather than a transformative thesis. No insider buying corroboration is present, and the 45-day reporting lag means positions may have shifted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.4M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | DOUBLED | +204.4% | $4.1M | $2.3M |
| Farther Finance Advisors | DOUBLED | +375.4% | $155.0K | $114.0K |
| Td Waterhouse Canada | ADD | +85.7% | $2.0K | $792.00 |
Key Facts
- 3 institutional buyers, 0 sellers in Q3 2026
- Net institutional buying of $2.4M across $4.3M in current holdings
- Wealth Enhancement Advisory Services doubled its position to $4.1M (largest buyer by value)
- Farther Finance Advisors increased holdings by 375.4% to $155K
- Td Waterhouse Canada added 85.7% to a $2K position
- No sellers detected in the cluster
Financial Impact
3 institutions accumulated $2.4M in net new positions during Q3 2026, with total current holdings of $4.3M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate the institutional signal
- Small absolute dollar amounts ($4.3M total) relative to SITE's market cap suggest limited conviction
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-SITE-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 9d ago | Institutional Cluster | $94.23 | awaiting T+20 | — | — |
Aug 28, 2026 8w ago | Insider Buy | $98.53 $89.93 | ▼ −8.73% | ▼ −8.36% | — |
Apr 2, 2026 29w ago | DEFA14A | $126.74 $126.05 | ▼ −0.54% | ▼ −10.42% | — |
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