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CROWD: AMBER Institutional ownership is building here (3 rising quarters). Not yet crowded, but the quiet phase is ending.
Active holders
84
of 244 total, index funds excluded
This quarter
+19
13 out
Conviction
n/a
Streak
3q
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 · $847M held
FundValueNote
BlackRock, Inc. $155M
DIMENSIONAL FUND ADVISORS LP $76M
VANGUARD PORTFOLIO MANAGEME… $69M
STATE STREET CORP $69M
VANGUARD CAPITAL MANAGEMENT… $49M
ALLIANCEBERNSTEIN L.P. $33M
GEODE CAPITAL MANAGEMENT, L… $25M
CHARLES SCHWAB INVESTMENT M… $22M
TEACHER RETIREMENT SYSTEM O… $17M
T. Rowe Price Investment Ma… $16M

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.