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Holding125 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
Asset Management Financial Services | $67.9B 79.14% | 73.96% 1.19B shares | — | — | $91.9B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Midstream Energy | $5.5B 6.37% | 20.99% 101.6M shares | — | — | $26.1B Large Cap | Q3 2022 Held for 3y 2m | |
Asset Management Financial Services | $2.1B 2.48% | 2.07% 31.0M shares | — | — | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
Renewable Utilities Utilities | $1.9B 2.23% | 26.19% 74.3M shares | 6.1M → 74.3M +$1.8B | +1,114.62% | $7.3B Mid Cap | Q3 2014 Held for 11y 2m | |
Asset Management Financial Services | $1.6B 1.85% | 67.5% 47.2M shares | — | — | $2.3B Mid Cap | Q1 2022 Held for 3y 8m | |
Conglomerates Industrials | $1.4B 1.66% | 49.21% 43.7M shares | — | — | $2.9B Mid Cap | Q2 2016 Held for 9y 5m | |
Oil & Gas Midstream Energy | $376.9M 0.439% | 0.487% 5.9M shares | 12.0M → 5.9M −$385.1M | -50.54% | $77.4B Large Cap | Q2 2020 Held for 5y 5m | |
Independent Power Producers Utilities | $367.9M 0.429% | 9.09% 26.9M shares | 26.9M → 26.9M +$75.7K | +0.02% | $4.1B Mid Cap | Q4 2014 Held for 10y 11m | |
Renewable Utilities Utilities | $347.4M 0.405% | 5.62% 10.1M shares | — | — | $6.2B Mid Cap | Q3 2020 Held for 5y 2m | |
Oil & Gas Midstream Energy | $302.0M 0.352% | 0.585% 1.3M shares | 1.5M → 1.3M −$47.1M | -13.49% | $51.6B Large Cap | Q2 2020 Held for 5y 5m | |
Oil & Gas Midstream Energy | $221.3M 0.258% | 0.614% 1.3M shares | 1.0M → 1.3M +$49.2M | +28.58% | $36.1B Large Cap | Q2 2020 Held for 5y 5m | |
REIT - Specialty Real Estate | $216.4M 0.252% | 0.515% 2.2M shares | 803.5K → 2.2M +$138.9M | +179.11% | $42.0B Large Cap | Q2 2020 Held for 5y 5m | |
Regulated Electric Utilities | $197.1M 0.23% | 0.413% 2.4M shares | 2.8M → 2.4M −$31.7M | -13.87% | $47.7B Large Cap | Q2 2020 Held for 5y 5m | |
Regulated Electric Utilities | $177.7M 0.207% | 0.702% 4.6M shares | 5.1M → 4.6M −$20.2M | -10.2% | $25.3B Large Cap | Q1 2021 Held for 4y 8m | |
Oil & Gas Midstream Energy | $174.6M 0.203% | 0.296% 10.2M shares | 14.1M → 10.2M −$66.8M | -27.66% | $58.9B Large Cap | Q2 2020 Held for 5y 5m | |
Regulated Electric Utilities | $174.0M 0.203% | 0.525% 11.5M shares | 10.9M → 11.5M +$10.3M | +6.31% | $33.1B Large Cap | Q2 2020 Held for 5y 5m | |
Regulated Electric Utilities | $160.9M 0.187% | 0.103% 2.1M shares | 829.8K → 2.1M +$98.2M | +156.78% | $155.46B Large Cap | Q2 2020 Held for 5y 5m | |
Diversified Utilities Utilities | $157.7M 0.184% | 0.269% 1.8M shares | — | — | $58.7B Large Cap | Q3 2025 Held for 2 months | |
Diversified Utilities Utilities | $154.1M 0.18% | 1.01% 4.7M shares | — | — | $15.2B Large Cap | Q1 2013 Held for 12y 8m | |
Regulated Electric Utilities | $145.9M 0.17% | 0.351% 1.6M shares | 1.9M → 1.6M −$28.6M | -16.41% | $41.6B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Midstream Energy | $141.1M 0.164% | 0.277% 2.8M shares | 3.8M → 2.8M −$46.5M | -24.8% | $50.9B Large Cap | Q1 2020 Held for 5y 8m | |
Railroads Industrials | $110.2M 0.128% | 0.079% 466.3K shares | 761.5K → 466.3K −$69.8M | -38.77% | $140.18B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $104.8M 0.122% | 0.095% 2.1M shares | 1.5M → 2.1M +$29.0M | +38.26% | $110.03B Large Cap | Q2 2020 Held for 5y 5m | |
Packaged Foods Consumer Defensive | $100.3M 0.117% | 1.24% 1.7M shares | 1.1M → 1.7M +$38.9M | +63.44% | $8.1B Mid Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Midstream Energy | $92.4M 0.108% | 0.163% 1.7M shares | 1.6M → 1.7M +$5.0M | +5.67% | $56.6B Large Cap | Q2 2020 Held for 5y 5m | |
Railroads Industrials | $79.8M 0.093% | 0.121% 2.2M shares | — | — | $66.2B Large Cap | Q2 2020 Held for 5y 5m | |
REIT - Specialty Real Estate | $75.9M 0.088% | 0.084% 394.9K shares | 430.3K → 394.9K −$6.8M | -8.24% | $90.1B Large Cap | Q2 2020 Held for 5y 5m | |
Oil & Gas Midstream Energy | $72.2M 0.084% | 0.107% 2.3M shares | 4.6M → 2.3M −$72.8M | -50.22% | $67.7B Large Cap | Q2 2020 Held for 5y 5m | |
Oil & Gas Midstream Energy | $71.6M 0.083% | 0.156% 980.9K shares | 1.4M → 980.9K −$30.5M | -29.88% | $46.0B Large Cap | Q2 2020 Held for 5y 5m | |
Regulated Water Utilities | $68.1M 0.079% | 0.251% 489.1K shares | 522.9K → 489.1K −$4.7M | -6.46% | $27.2B Large Cap | Q1 2023 Held for 2y 8m | |
Oil & Gas Midstream Energy | $66.9M 0.078% | 0.583% 591.9K shares | 356.5K → 591.9K +$26.6M | +66.03% | $11.5B Large Cap | Q3 2021 Held for 4y 2m | |
Oil & Gas Midstream Energy | $66.1M 0.077% | 0.105% 2.3M shares | 2.6M → 2.3M −$6.1M | -8.47% | $62.9B Large Cap | Q2 2020 Held for 5y 5m | |
Regulated Gas Utilities | $63.0M 0.073% | 0.309% 1.5M shares | 1.7M → 1.5M −$11.3M | -15.2% | $20.4B Large Cap | Q2 2020 Held for 5y 5m | |
Unknown Unknown | $61.9M 0.072% | 0.318% 903.8K shares | — | — | $19.5B Large Cap | Q3 2024 Held for 1y 2m | |
REIT - Healthcare Facilities Real Estate | $56.6M 0.066% | 0.047% 317.6K shares | 340.7K → 317.6K −$4.1M | -6.79% | $119.14B Large Cap | Q3 2023 Held for 2y 2m | |
Regulated Electric Utilities | $52.3M 0.061% | 0.054% 422.2K shares | 503.0K → 422.2K −$10.0M | -16.05% | $96.2B Large Cap | Q1 2023 Held for 2y 8m | |
Oil & Gas Midstream Energy | $47.5M 0.055% | 1.05% 1.4M shares | 816.6K → 1.4M +$19.3M | +68.46% | $4.5B Mid Cap | Q2 2020 Held for 5y 5m | |
REIT - Specialty Real Estate | $46.6M 0.054% | 0.061% 59.5K shares | 59.3K → 59.5K +$140.2K | +0.3% | $76.7B Large Cap | Q2 2020 Held for 5y 5m | |
Apparel - Footwear & Accessories Consumer Cyclical | $45.9M 0.054% | 0.045% 658.6K shares | — | — | $102.98B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $44.0M 0.051% | 1.22% 2.4M shares | 30.3K → 2.4M +$43.5M | +7,866.29% | $3.6B Mid Cap | Q2 2021 Held for 4y 5m | |
REIT - Residential Real Estate | $40.7M 0.047% | 0.148% 210.5K shares | 174.3K → 210.5K +$7.0M | +20.73% | $27.5B Large Cap | Q4 2024 Held for 11 months | |
REIT - Industrial Real Estate | $38.6M 0.045% | 0.129% 273.9K shares | 262.2K → 273.9K +$1.6M | +4.46% | $29.9B Large Cap | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $37.7M 0.044% | 0.527% 284.9K shares | 293.8K → 284.9K −$1.2M | -3.02% | $7.1B Mid Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $36.8M 0.043% | 0.624% 1.3M shares | 38.0 → 1.3M +$36.8M | +3,421,368.42% | $5.9B Mid Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $36.4M 0.042% | 0.391% 1.9M shares | — | — | $9.3B Mid Cap | Q3 2025 Held for 2 months | |
REIT - Industrial Real Estate | $32.4M 0.038% | 0.03% 282.9K shares | 219.9K → 282.9K +$7.2M | +28.67% | $106.28B Large Cap | Q2 2020 Held for 5y 5m | |
Regulated Water Utilities | $31.4M 0.037% | 3.89% 1.3M shares | — | — | $807.3M Small Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $30.2M 0.035% | 0.173% 397.3K shares | 430.1K → 397.3K −$2.5M | -7.61% | $17.5B Large Cap | Q2 2025 Held for 5 months | |
REIT - Office Real Estate | $30.2M 0.035% | 0.051% 174.5K shares | 146.8K → 174.5K +$4.8M | +18.87% | $59.0B Large Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $26.5M 0.031% | 0.283% 263.0K shares | 638.5K → 263.0K −$37.9M | -58.81% | $9.4B Mid Cap | Q4 2024 Held for 11 months |
