The cluster suggests growing institutional confidence, but the 45-day lag means the buying may have already been priced in. Watch for any subsequent 13F filings or insider buying to confirm continued conviction. The Daiwa initiation is particularly notable given its size relative to other positions.
Executive Summary
A strong institutional cluster emerged in SYM during 2026-Q2, with 17 buyers accumulating $49.5M in net new positions versus only 3 sellers trimming $3.0M. The largest move was Daiwa Securities Group initiating a $42.6M stake, while Exchange Traded Concepts added $4.7M. This signals growing institutional conviction in Symbotic's automation platform, though the 45-day 13F reporting lag means positions may have been adjusted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $46.5M
▲ Buyers (17)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Daiwa Securities Group | NEW | — | $42.6M | $42.6M |
| Exchange Traded Concepts | ADD | +39.3% | $30.9M | $4.7M |
| Vontobel Holding | DOUBLED | +198.4% | $2.3M | $1.4M |
| Walleye Capital | DOUBLED | +117.5% | $917.0K | $418.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wealthfront Advisers | TRIM | -43.8% | $3.8M | -$2.0M |
| Mml Investors Services | TRIM | -44.7% | $1.1M | -$588.8K |
| Universal- Beteiligungs- Und | TRIM | -54.5% | $719.0K | -$442.6K |
Key Facts
- 17 institutional buyers vs 3 sellers in 2026-Q2
- Net buying of $49.5M by buyers, net selling of $3.0M by sellers
- Daiwa Securities Group initiated a new $42.6M position
- Exchange Traded Concepts added $4.7M (+39.3% shares)
- Vontobel Holding doubled its stake to $2.3M
- Walleye Capital doubled its stake to $917K
- Top sellers: Wealthfront Advisers trimmed $2.0M, Mml Investors Services trimmed $589K, Universal Beteiligungs trimmed $443K
Financial Impact
17 institutions accumulated $49.5M in new positions while 3 reduced holdings by $3.0M, resulting in a net institutional inflow of approximately $46.5M during the quarter.
Risk Factors
- 13F data is 45+ days old; positions may have been reversed
- No insider open-market buying corroborates the cluster (confluence score 21/100)
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-SYM-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | — | awaiting T+20 | — | — |
Oct 26, 2026 today | 144 | — | awaiting T+20 | — | — |
Oct 26, 2026 today | 144 | — | awaiting T+20 | — | — |
Oct 26, 2026 today | 144 | — | awaiting T+20 | — | — |
Oct 26, 2026 today | 144 | $38.09 | awaiting T+20 | — | — |
Oct 1, 2026 25d ago | 144 | $43.28 | awaiting T+20 | — | — |
Sep 10, 2026 6w ago | Insider Cluster | $42.13 $42.63 | ▲ +1.19% | ▼ −0.68% | — |
Aug 14, 2026 10w ago | 3 | $42.35 $41.60 | ▼ −1.77% | ▼ −0.25% | — |
Aug 9, 2026 11w ago | Institutional Cluster | $40.11 $43.30 | ▲ +7.95% | ▲ +8.87% | — |
Aug 5, 2026 11w ago | Insider Cluster | $39.60 $41.60 | ▲ +5.05% | ▲ +4.45% | — |
US Market Status
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