Smart Money Radar / Tickers / CRS

CRS Materials

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
429
of 694 total, index funds excluded
This quarter
+119
69 out
Conviction
4 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 · $18.6B held
FundValueNote
BlackRock, Inc. $2.3B
FMR LLC $1.7B
VANGUARD CAPITAL MANAGEMENT… $849M
VANGUARD PORTFOLIO MANAGEME… $811M
STATE STREET CORP $792M
Invesco Ltd. $778M
LONE PINE CAPITAL LLC $717M
Egerton Capital (UK) LLP $525M
SurgoCap Partners LP $472M
GEODE CAPITAL MANAGEMENT, L… $431M

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.