Smart Money Radar / Tickers / TBBB

TBBB Consumer Staples Distribution & Retail

CROWD: RED Active holders jumped 62 to 59 recently (-5% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
59
of 126 total, index funds excluded
This quarter
+16
19 out
Conviction
7 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2024Mar 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 24 Mar 26

Top holders

by reported value · $2.1B held
FundValueNote
FMR LLC $219M
Capital Research Global Inv… $207M
Orbis Allan Gray Ltd $200M
Capital International Inves… $150M
WASATCH ADVISORS LP $145M
Stanley Druckenmiller $110M famous whale
MORGAN STANLEY $107M
GILDER GAGNON HOWE & CO LLC $90M
12 West Capital Management … $81M
PRINCIPAL FINANCIAL GROUP I… $66M

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.