Smart Money Radar / Tickers / JBL

JBL Technology Hardware & Equipment

CROWD: AMBER Institutional ownership is building here (7 rising quarters). Not yet crowded, but the quiet phase is ending.
Active holders
692
of 964 total, index funds excluded
This quarter
+135
104 out
Conviction
3 bps
median holder weight: token bet
Streak
7q
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 · $26.2B held
FundValueNote
BlackRock, Inc. $2.6B
VANGUARD CAPITAL MANAGEMENT… $1.8B
Texas Yale Capital Corp. $1.7B
VANGUARD PORTFOLIO MANAGEME… $1.4B
STATE STREET CORP $1.3B
WELLINGTON MANAGEMENT GROUP… $1.2B
PRIMECAP MANAGEMENT CO/CA/ $872M
GEODE CAPITAL MANAGEMENT, L… $766M
FMR LLC $649M
GOLDMAN SACHS GROUP INC $554M

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.