Apply Filters
Choose which columns to filter the table by
Select Columns
Choose which columns to display in the table
Holding22 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Oil & Gas Exploration & Production Energy | $38.9M 23.4% | +$7.5M Bought | 0.115% 715.5K shares | 577.5K → 715.5K +$7.5M | +23.9% | $34.0B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $34.2M 20.57% | -$3.1M Sold | — 51.4K shares | 56.0K → 51.4K −$3.1M | -8.22% | — — | Q3 2021 Held for 4y 2m | |
Unknown Unknown | $33.9M 20.39% | +$9.8M Bought | 0.134% 319.4K shares | 226.8K → 319.4K +$9.8M | +40.83% | $25.3B Large Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Exploration & Production Energy | $8.5M 5.1% | +$8.5M Bought | 0.267% 46.9K shares | — | — | $3.2B Mid Cap | Q3 2025 Held for 2 months | |
Oil & Gas Exploration & Production Energy | $7.5M 4.52% | +$1.9M Bought | 0.129% 378.9K shares | 283.0K → 378.9K +$1.9M | +33.89% | $5.8B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $5.8M 3.49% | — | — 108.8K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
Oil & Gas Exploration & Production Energy | $5.5M 3.3% | +$2.3M Bought | 0.053% 163.6K shares | 94.7K → 163.6K +$2.3M | +72.76% | $10.4B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $5.4M 3.24% | — | — 70.5K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $5.2M 3.13% | — | 0.0% 21.4K shares | — | — | $2.95T Mega Cap | Q3 2021 Held for 4y 2m | |
Software - Infrastructure Technology | $4.3M 2.58% | — | 0.0% 8.3K shares | — | — | $3.85T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $3.8M 2.25% | — | — 15.5K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
Specialty Retail Consumer Cyclical | $3.1M 1.87% | — | 0.0% 14.2K shares | — | — | $2.34T Mega Cap | Q3 2021 Held for 4y 2m | |
Oil & Gas Exploration & Production Energy | $2.9M 1.72% | — | 14.4% 2.4M shares | — | — | $19.9M Nano Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.4M 1.45% | — | — 30.0K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.3M 0.808% | — | — 13.6K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
Renewable Utilities Utilities | $726.6K 0.437% | — | 0.001% 2.2K shares | — | — | $102.80B Large Cap | Q1 2022 Held for 3y 8m | |
Regulated Electric Utilities | $630.5K 0.379% | — | 0.002% 16.3K shares | — | — | $25.3B Large Cap | Q3 2021 Held for 4y 2m | |
Software - Infrastructure Technology | $624.8K 0.376% | -$501.1K Sold | 0.0% 4.4K shares | 7.9K → 4.4K −$501.1K | -44.51% | $127.24B Large Cap | Q4 2021 Held for 3y 11m | |
Regulated Electric Utilities | $597.5K 0.359% | — | 0.001% 13.3K shares | — | — | $45.5B Large Cap | Q4 2017 Held for 7y 11m | |
Regulated Electric Utilities | $446.5K 0.268% | — | 0.001% 5.4K shares | — | — | $41.7B Large Cap | Q3 2021 Held for 4y 2m | |
Regulated Electric Utilities | $378.7K 0.228% | — | 0.0% 3.1K shares | — | — | $96.2B Large Cap | Q3 2021 Held for 4y 2m | |
Regulated Electric Utilities | $204.9K 0.123% | +$204.9K Bought | 0.0% 3.4K shares | — | — | $52.2B Large Cap | Q3 2025 Held for 2 months |
