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Holding10 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Financial - Credit Services Financial Services | $55.5M 32.85% | — | 0.851% 4.3M shares | — | — | $6.5B Mid Cap | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $43.5M 25.73% | — | 0.395% 2.6M shares | — | — | $11.0B Large Cap | Q2 2021 Held for 4y 5m | |
Unknown Unknown | $34.7M 20.54% | +$34.7M New | 0.561% 2.1M shares | 0 → 2.1M +$34.7M | New | $6.2B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $14.0M 8.3% | — | — 39.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $13.8M 8.17% | — | — 212.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Biotechnology Healthcare | $3.8M 2.25% | — | 0.307% 718.5K shares | — | — | $1.2B Small Cap | Q2 2021 Held for 4y 5m | |
Biotechnology Healthcare | $2.4M 1.43% | — | 0.741% 1.0M shares | — | — | $326.7M Small Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.2M 0.726% | — | — 214.2K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | - — | -$1.1M Sold | — - shares | 1.4K → 0 −$1.1M | Sold | — — | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | - — | -$1.3M Sold | — - shares | 40.8K → 0 −$1.3M | Sold | $1.3B Small Cap | Q4 2024 Held for 11 months |
