ASO
Consumer Discretionary Distribution & Retail
CROWD: GREEN
Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
155
of 356 total, index funds excluded
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2020Mar 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)
Top holders
by reported value · $4.0B held
| Fund | Value | Note |
|---|
| FMR LLC |
$564M |
|
| BlackRock, Inc. |
$556M |
|
| DIMENSIONAL FUND ADVISORS LP |
$227M |
|
| VANGUARD PORTFOLIO MANAGEME… |
$216M |
|
| LSV ASSET MANAGEMENT |
$172M |
|
| VANGUARD CAPITAL MANAGEMENT… |
$169M |
|
| STATE STREET CORP |
$151M |
|
| AMERICAN CENTURY COMPANIES … |
$135M |
|
| GEODE CAPITAL MANAGEMENT, L… |
$118M |
|
| WESTWOOD HOLDINGS GROUP INC |
$90M |
|
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
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.