Smart Money Radar / Tickers / CIM

CIM Financial Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
61
of 197 total, index funds excluded
This quarter
+17
13 out
Conviction
n/a
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2019Mar 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)
Mar 21 Mar 26

Top holders

by reported value · $579M held
FundValueNote
BlackRock, Inc. $90M
THORNBURG INVESTMENT MANAGE… $69M
VANGUARD PORTFOLIO MANAGEME… $45M
VANGUARD CAPITAL MANAGEMENT… $44M
Allianz Asset Management Gm… $27M
STATE STREET CORP $24M
GEODE CAPITAL MANAGEMENT, L… $24M
CHARLES SCHWAB INVESTMENT M… $20M
MIRAE ASSET GLOBAL ETFS HOL… $19M
LSV ASSET MANAGEMENT $16M

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.