Smart Money Radar / Tickers / KRMN

KRMN Capital Goods

CROWD: AMBER Institutional ownership is building here (4 rising quarters). Not yet crowded, but the quiet phase is ending.
Active holders
187
of 356 total, index funds excluded
This quarter
+82
34 out
Conviction
4 bps
median holder weight: token bet
Streak
4q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2025Mar 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 25 Mar 26

Top holders

by reported value · $9.0B held
FundValueNote
FMR LLC $671M
BlackRock, Inc. $397M
VANGUARD CAPITAL MANAGEMENT… $368M
Lexington Partners L.P. $355M
VANGUARD PORTFOLIO MANAGEME… $346M
Invesco Ltd. $335M
KHIS Custodian LP $316M
DONALDSON CAPITAL MANAGEMEN… $280M
GCM Grosvenor Holdings, LLC $266M
FIRST TRUST ADVISORS LP $231M

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.