Smart Money Radar / Tickers / ATMU

ATMU Capital Goods

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
158
of 350 total, index funds excluded
This quarter
+48
22 out
Conviction
3 bps
median holder weight: token bet
Streak
2q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2023Mar 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 · $4.7B held
FundValueNote
BlackRock, Inc. $387M
FMR LLC $280M
PRICE T ROWE ASSOCIATES INC… $255M
VANGUARD PORTFOLIO MANAGEME… $209M
VANGUARD CAPITAL MANAGEMENT… $202M
Invesco Ltd. $190M
GOLDMAN SACHS GROUP INC $187M
GEODE CAPITAL MANAGEMENT, L… $150M
FIRST TRUST ADVISORS LP $125M
STATE STREET CORP $108M

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.