Smart Money Radar / Tickers / ATI

ATI Materials

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
398
of 669 total, index funds excluded
This quarter
+130
56 out
Conviction
3 bps
median holder weight: token bet
Streak
2q
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 · $18.5B held
FundValueNote
BlackRock, Inc. $2.4B
Capital Research Global Inv… $896M
VANGUARD CAPITAL MANAGEMENT… $891M
Capital International Inves… $855M
VANGUARD PORTFOLIO MANAGEME… $847M
Capital World Investors $831M
STATE STREET CORP $783M
FMR LLC $763M
Invesco Ltd. $561M
VIKING GLOBAL INVESTORS LP $485M

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.