Smart Money Radar / Tickers / SMCI

SMCI Technology Hardware & Equipment

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
437
of 700 total, index funds excluded
This quarter
+81
142 out
Conviction
n/a
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2023Mar 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)
Dec 23 Mar 26

Top holders

by reported value · $7.7B held
FundValueNote
BlackRock, Inc. $987M
VANGUARD CAPITAL MANAGEMENT… $749M
VANGUARD PORTFOLIO MANAGEME… $673M
STATE STREET CORP $501M
GEODE CAPITAL MANAGEMENT, L… $321M
UBS Group AG $275M
Invesco Ltd. $269M
MORGAN STANLEY $175M
MARSHALL WACE, LLP $164M
Defiance ETFs, LLC $142M

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.