Smart Money Radar / Tickers / AXIA

AXIA Utilities

CROWD: RED Active holders jumped 44 to 55 recently (25% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
55
of 186 total, index funds excluded
This quarter
+19
8 out
Conviction
1 bps
median holder weight: token bet
Streak
3q
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 · $421M held
FundValueNote
STATE STREET CORP $46M
BlackRock, Inc. $43M
BANK OF AMERICA CORP /DE/ $35M
UBS Group AG $20M
AMERICAN CENTURY COMPANIES … $17M
Connor, Clark & Lunn Invest… $17M
MORGAN STANLEY $15M
MILLENNIUM MANAGEMENT LLC $12M
TWO SIGMA INVESTMENTS, LP $12M
NOMURA ASSET MANAGEMENT INT… $11M

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.