Smart Money Radar / Tickers / AD

AD Telecommunication Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
40
of 146 total, index funds excluded
This quarter
+13
18 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $893M held
FundValueNote
BANK OF AMERICA CORP /DE/ $117M
DIMENSIONAL FUND ADVISORS LP $106M
BNP PARIBAS ASSET MANAGEMEN… $95M
Jericho Capital Asset Manag… $84M
Newtyn Management, LLC $75M
GAMCO INVESTORS, INC. ET AL $39M
LOOMIS SAYLES & CO L P $34M
Howard Marks $33M famous whale
VANGUARD CAPITAL MANAGEMENT… $31M
VANGUARD PORTFOLIO MANAGEME… $31M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.