The cluster is overwhelmingly passive/index-driven, not thesis-driven. Monitor next 10-Q for any fundamental catalyst (revenue growth, contract wins) that could justify active accumulation.
Executive Summary
Eight institutional investors accumulated $1.3M net in AgEagle Aerial Systems during Q2 2026, led by Vanguard, UBS, and BlackRock, while only two small sellers exited. The buying is dominated by mega-passive index funds, suggesting index rebalancing or passive flow rather than a fundamental thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.3M
▲ Buyers (8)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +36.9% | $2.5M | $652.0K |
| UBS | DOUBLED | +118.1% | $561.0K | $300.0K |
| BlackRock | ADD | +53.7% | $519.0K | $177.0K |
| State Street | ADD | +39.5% | $187.0K | $51.0K |
| Goldman Sachs | DOUBLED | +457.8% | $83.0K | $68.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Citigroup | NEAR_EXIT | -98.3% | $51.0K | -$50.0K |
| Jones Financial Companies Lllp | TRIM | -36.5% | $12.0K | -$4.0K |
Key Facts
- 8 institutional buyers added $1.3M net; 2 sellers reduced by $55K
- Vanguard added 761.6K shares (+36.9%), now holding $2.5M — the largest position
- UBS doubled its stake to 629.8K shares ($561K)
- Goldman Sachs nearly quintupled its position (+457.8%) to 92.9K shares ($83K)
- Citigroup nearly exited (-98.3%), leaving only 957 shares ($853)
- All top buyers are mega-passive index funds (Vanguard, BlackRock, State Street, UBS, Goldman Sachs, Northern Trust) — no activist or concentrated active manager
- Total institutional holdings are only ~$4.1M, reflecting the company's micro-cap status
Financial Impact
8 institutions accumulated $1.3M net in new positions; 2 sellers reduced by $55K. Total institutional holdings ~$4.1M.
Risk Factors
- Passive buying may reverse on index rebalancing or ETF flow changes
- Micro-cap with tiny institutional footprint — $4.1M total holdings is immaterial for price impact
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-UAVS-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | 8-K | $0.7649 $0.6825 | ▼ −10.77% | ▼ −9.28% | — |
Sep 22, 2026 4w ago | Institutional Cluster | $1.00 $0.9544 | ▼ −4.56% | ▼ −3.37% | — |
Aug 14, 2026 10w ago | Press Release | $0.9200 $1.08 | ▲ +17.39% | ▲ +18.58% | — |
May 15, 2026 23w ago | Press Release | $0.9800 $1.05 | ▲ +7.14% | ▲ +5.52% | — |
May 15, 2026 23w ago | 8-K | $0.9800 $1.05 | ▲ +7.14% | ▲ +5.52% | — |
May 8, 2026 24w ago | DEFA14A | $1.13 $0.9800 | ▼ −13.27% | ▼ −13.19% | — |
Apr 30, 2026 25w ago | DEFA14A | $1.06 $1.17 | ▲ +10.38% | ▲ +8.03% | — |
Apr 14, 2026 28w ago | 8-K | $1.04 $1.16 | ▲ +11.54% | ▲ +10.14% | — |
Apr 14, 2026 28w ago | Press Release | $1.04 $1.16 | ▲ +11.54% | ▲ +10.14% | — |
Mar 31, 2026 29w ago | 8-K | $0.9100 $0.9200 | ▲ +1.10% | ▼ −2.67% | — |
US Market Status
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