Apply Filters
Choose which columns to filter the table by
Select Columns
Choose which columns to display in the table
Holding16 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $93.2M 37.99% | -$3.3M Sold | — 283.9K shares | 294.1K → 283.9K −$3.3M | -3.47% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $46.6M 19.0% | +$3.0M Bought | — 777.8K shares | 727.2K → 777.8K +$3.0M | +6.95% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $28.1M 11.47% | — | — 280.7K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $19.5M 7.95% | +$1.2M Bought | — 359.7K shares | 337.4K → 359.7K +$1.2M | +6.6% | — — | Q1 2021 Held for 4y 8m | |
Oil & Gas Midstream Energy | $18.1M 7.37% | — | 0.027% 577.9K shares | — | — | $67.7B Large Cap | Q1 2021 Held for 4y 8m | |
Consumer Electronics Technology | $10.7M 4.36% | — | 0.0% 42.0K shares | — | — | $3.78T Mega Cap | Q1 2021 Held for 4y 8m | |
Asset Management Financial Services | $8.5M 3.46% | — | 0.203% 568.4K shares | — | — | $4.2B Mid Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $5.8M 2.36% | — | — 86.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $5.2M 2.11% | +$860.9K Bought | 0.079% 404.2K shares | 336.8K → 404.2K +$860.9K | +20.02% | $6.5B Mid Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.8M 1.94% | — | — 186.3K shares | — | — | — — | Q1 2021 Held for 4y 8m | |
Restaurants Consumer Cyclical | $2.0M 0.799% | — | 0.004% 50.0K shares | — | — | $52.5B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.0M 0.418% | — | — 13.2K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
REIT - Mortgage Real Estate | $942.4K 0.384% | — | 0.159% 104.7K shares | — | — | $591.1M Small Cap | Q1 2021 Held for 4y 8m | |
Unknown Unknown | $474.3K 0.193% | — | — 18.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $300.8K 0.123% | — | — 3.8K shares | — | — | — — | Q1 2021 Held for 4y 8m | |
Restaurants Consumer Cyclical | $183.2K 0.075% | — | 0.003% 3.5K shares | — | — | $6.6B Mid Cap | Q2 2025 Held for 5 months |
