The cluster is small relative to TTC's market cap and 45-day stale; the signal is modest. Monitor upcoming 10-Q for any fundamental catalyst that could explain the buying. No insider buying corroboration is present, reducing conviction.
Executive Summary
Three asset managers collectively added $10.9M to their TTC positions in Q3 2026, led by Wealth Enhancement Advisory Services which more than doubled its stake to $17M. The cluster is small in absolute dollar terms and lacks seller-side activity, suggesting a modest but unanimous bullish view on Toro's fundamentals.
Key Financial Metrics
Institutional Positions
Net institutional flow: $10.9M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | DOUBLED | +148.2% | $17.0M | $10.6M |
| Assetmark | ADD | +79.2% | $9.0K | $4.0K |
| Hb Wealth Management | ADD | +71.5% | $700.0K | $221.0K |
Key Facts
- 3 institutional buyers, 0 sellers in Q3 2026
- Aggregate net buying of $10.9M across the cluster
- Wealth Enhancement Advisory Services doubled its position (+148.2% shares, +$10.6M value)
- Assetmark and Hb Wealth Management added smaller positions (+79.2% and +71.5% respectively)
- All three buyers are asset managers (active/passive mix, not activist or hedge fund)
Financial Impact
3 institutions accumulated $10.9M in net new TTC positions during Q3 2026, with Wealth Enhancement Advisory Services contributing $10.6M of that total.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Cluster size is small ($10.9M net) relative to TTC's market cap — limited price impact
- No hedge fund or activist involvement; all buyers are asset managers with potentially passive/index-driven mandates
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-TTC-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $105.29 $105.46 | ▲ +0.16% | ▼ −0.55% | No price |
Sep 3, 2026 7w ago | 8-K | $92.37 $93.33 | ▲ +1.04% | ▲ +1.42% | No price |
Jun 29, 2026 17w ago | Insider Cluster | $97.42 $96.98 | ▼ −0.45% | ▼ −0.32% | No price |
Jun 17, 2026 18w ago | Insider Cluster | $90.87 $92.61 | ▲ +1.91% | ▲ +1.13% | No price |
Jun 15, 2026 19w ago | Insider Cluster | $88.84 $90.72 | ▲ +2.12% | ▲ +2.71% | No price |
Jun 4, 2026 20w ago | 8-K | $88.83 $87.21 | ▼ −1.82% | ▲ +0.77% | No price |
Mar 10, 2026 33w ago | Insider Cluster | $98.51 $96.75 | ▼ −1.79% | ▼ −1.68% | No price |
US Market Status
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