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Holding51 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $91.9M 22.24% | +$4.7M Bought | — 3.7M shares | 3.5M → 3.7M +$4.7M | +5.35% | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $53.1M 12.86% | -$2.6M Sold | — 1.7M shares | 1.7M → 1.7M −$2.6M | -4.65% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $52.9M 12.81% | +$2.3M Bought | — 899.2K shares | 860.9K → 899.2K +$2.3M | +4.44% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $47.5M 11.5% | +$238.4K Bought | — 99.0K shares | 98.6K → 99.0K +$238.4K | +0.5% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $32.3M 7.81% | -$983.5K Sold | — 173.1K shares | 178.3K → 173.1K −$983.5K | -2.96% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $20.8M 5.03% | +$2.5M Bought | — 346.9K shares | 304.6K → 346.9K +$2.5M | +13.92% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $17.4M 4.21% | +$371.2K Bought | — 598.1K shares | 585.4K → 598.1K +$371.2K | +2.18% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $16.4M 3.96% | +$1.9M Bought | — 703.0K shares | 622.4K → 703.0K +$1.9M | +12.93% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $10.9M 2.63% | -$583.6K Sold | — 36.5K shares | 38.4K → 36.5K −$583.6K | -5.1% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $8.3M 2.0% | -$501.9K Sold | — 39.6K shares | 42.0K → 39.6K −$501.9K | -5.73% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $6.5M 1.58% | -$124.0K Sold | — 195.8K shares | 199.5K → 195.8K −$124.0K | -1.86% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $6.2M 1.5% | -$320.8K Sold | — 234.8K shares | 247.0K → 234.8K −$320.8K | -4.93% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $5.9M 1.42% | -$52.9K Sold | — 108.0K shares | 109.0K → 108.0K −$52.9K | -0.9% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $5.7M 1.39% | -$62.3K Sold | — 12.2K shares | 12.4K → 12.2K −$62.3K | -1.07% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $3.6M 0.881% | -$4.0K Sold | — 149.2K shares | 149.3K → 149.2K −$4.0K | -0.11% | — — | Q4 2021 Held for 4 years | |
ETF ETF | $3.5M 0.84% | -$115.9K Sold | — 76.3K shares | 78.8K → 76.3K −$115.9K | -3.23% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $3.4M 0.834% | -$223.2K Sold | — 24.2K shares | 25.7K → 24.2K −$223.2K | -6.09% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $2.9M 0.691% | -$71.9K Sold | — 14.0K shares | 14.4K → 14.0K −$71.9K | -2.46% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $2.4M 0.591% | -$43.1K Sold | — 40.7K shares | 41.4K → 40.7K −$43.1K | -1.74% | — — | Q3 2022 Held for 3y 3m | |
Insurance - Diversified Financial Services | $1.8M 0.424% | -$100.0K Sold | 0.0% 3.5K shares | 3.7K → 3.5K −$100.0K | -5.4% | $1.08T Mega Cap | Q1 2021 Held for 4y 9m | |
Consumer Electronics Technology | $1.7M 0.422% | +$67.5K Bought | 0.0% 6.8K shares | 6.6K → 6.8K +$67.5K | +4.03% | $3.78T Mega Cap | Q1 2021 Held for 4y 9m | |
ETF ETF | $1.7M 0.411% | -$91.5K Sold | — 5.3K shares | 5.6K → 5.3K −$91.5K | -5.11% | — — | Q1 2021 Held for 4y 9m | |
Auto - Manufacturers Consumer Cyclical | $1.6M 0.393% | — | 0.0% 3.7K shares | — | — | $1.48T Mega Cap | Q1 2022 Held for 3y 9m | |
Insurance - Diversified Financial Services | $1.5M 0.365% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q1 2021 Held for 4y 9m | |
ETF ETF | $1.5M 0.355% | -$2.3K Sold | — 5.8K shares | 5.8K → 5.8K −$2.3K | -0.16% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $1.5M 0.351% | -$70.4K Sold | — 8.2K shares | 8.6K → 8.2K −$70.4K | -4.62% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $1.0M 0.247% | +$25.6K Bought | — 9.0K shares | 8.7K → 9.0K +$25.6K | +2.57% | — — | Q3 2022 Held for 3y 3m | |
ETF ETF | $910.3K 0.22% | -$4.9K Sold | — 2.8K shares | 2.8K → 2.8K −$4.9K | -0.54% | — — | Q1 2021 Held for 4y 9m | |
Medical - Healthcare Plans Healthcare | $794.4K 0.192% | -$20.7K Sold | 0.0% 2.3K shares | 2.4K → 2.3K −$20.7K | -2.54% | $312.73B Mega Cap | Q4 2022 Held for 3 years | |
Banks - Diversified Financial Services | $725.0K 0.176% | +$144.9K Bought | 0.0% 8.7K shares | 6.9K → 8.7K +$144.9K | +24.98% | $268.51B Mega Cap | Q3 2022 Held for 3y 3m | |
ETF ETF | $566.3K 0.137% | -$16.5K Sold | — 20.3K shares | 20.9K → 20.3K −$16.5K | -2.84% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $515.0K 0.125% | +$65.0K Bought | — 9.4K shares | 8.2K → 9.4K +$65.0K | +14.44% | — — | Q2 2024 Held for 1y 6m | |
ETF ETF | $466.5K 0.113% | -$3.0K Sold | — 3.9K shares | 3.9K → 3.9K −$3.0K | -0.64% | — — | Q1 2021 Held for 4y 9m | |
Financial - Data & Stock Exchanges Financial Services | $464.8K 0.113% | — | 0.0% 955.0 shares | — | — | $148.59B Large Cap | Q2 2021 Held for 4y 6m | |
ETF ETF | $445.0K 0.108% | -$12.7K Sold | — 5.8K shares | 6.0K → 5.8K −$12.7K | -2.77% | — — | Q1 2021 Held for 4y 9m | |
Software - Infrastructure Technology | $431.8K 0.105% | — | 0.0% 834.0 shares | — | — | $3.85T Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $402.9K 0.098% | — | — 658.0 shares | — | — | — — | Q2 2021 Held for 4y 6m | |
ETF ETF | $358.8K 0.087% | -$5.3K Sold | — 6.7K shares | 6.8K → 6.7K −$5.3K | -1.47% | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $358.3K 0.087% | -$50.9K Sold | — 3.0K shares | 3.5K → 3.0K −$50.9K | -12.45% | — — | Q2 2024 Held for 1y 6m | |
ETF ETF | $332.4K 0.08% | — | — 3.6K shares | — | — | — — | Q1 2021 Held for 4y 9m | |
Semiconductors Technology | $262.3K 0.064% | — | 0.0% 1.4K shares | — | — | $4.54T Mega Cap | Q2 2023 Held for 2y 6m | |
Discount Stores Consumer Defensive | $255.6K 0.062% | -$61.1K Sold | 0.0% 276.0 shares | 342.0 → 276.0 −$61.1K | -19.3% | $410.27B Mega Cap | Q2 2024 Held for 1y 6m | |
Drug Manufacturers - General Healthcare | $242.6K 0.059% | — | 0.0% 318.0 shares | — | — | $684.00B Mega Cap | Q3 2023 Held for 2y 3m | |
ETF ETF | $235.2K 0.057% | +$235.2K New | — 3.4K shares | 0 → 3.4K +$235.2K | New | — — | Q3 2025 Held for 3 months | |
Restaurants Consumer Cyclical | $224.3K 0.054% | — | 0.0% 738.0 shares | — | — | $216.86B Mega Cap | Q1 2023 Held for 2y 9m | |
Banks - Diversified Financial Services | $223.1K 0.054% | — | 0.0% 707.0 shares | — | — | $867.35B Mega Cap | Q2 2025 Held for 6 months | |
Beverages - Non-Alcoholic Consumer Defensive | $219.6K 0.053% | — | 0.0% 1.6K shares | — | — | $192.27B Large Cap | Q3 2021 Held for 4y 3m | |
ETF ETF | $216.5K 0.052% | — | — 3.0K shares | — | — | — — | Q1 2021 Held for 4y 9m | |
ETF ETF | $216.2K 0.052% | -$17.8K Sold | — 4.8K shares | 5.2K → 4.8K −$17.8K | -7.61% | — — | Q2 2024 Held for 1y 6m | |
Drug Manufacturers - General Healthcare | $215.5K 0.052% | +$215.5K New | 0.0% 1.2K shares | 0 → 1.2K +$215.5K | New | $446.55B Mega Cap | Q3 2025 Held for 3 months |
