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Holding77 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $27.0M 20.65% | -$510.2K Sold | — 532.2K shares | 542.2K → 532.2K −$510.2K | -1.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.8M 10.58% | +$2.1M Bought | — 287.5K shares | 244.7K → 287.5K +$2.1M | +17.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.4M 10.22% | -$1.0M Sold | — 132.9K shares | 143.2K → 132.9K −$1.0M | -7.22% | — — | Q4 2024 Held for 11 months | |
REIT - Office Real Estate | $5.7M 4.38% | +$661.4K Bought | 0.04% 68.8K shares | 60.8K → 68.8K +$661.4K | +13.04% | $14.2B Large Cap | Q4 2024 Held for 11 months | |
REIT - Diversified Real Estate | $4.8M 3.69% | -$282.8K Sold | 0.014% 148.2K shares | 156.9K → 148.2K −$282.8K | -5.53% | $34.8B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $4.8M 3.66% | +$961.5K Bought | 0.343% 297.6K shares | 237.8K → 297.6K +$961.5K | +25.15% | $1.4B Small Cap | Q4 2024 Held for 11 months | |
REIT - Diversified Real Estate | $4.2M 3.2% | -$297.4K Sold | 0.028% 62.0K shares | 66.4K → 62.0K −$297.4K | -6.63% | $14.8B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $3.7M 2.85% | +$233.7K Bought | 0.057% 292.6K shares | 274.3K → 292.6K +$233.7K | +6.67% | $6.5B Mid Cap | Q4 2024 Held for 11 months | |
REIT - Specialty Real Estate | $3.5M 2.65% | -$55.9K Sold | 0.008% 35.9K shares | 36.5K → 35.9K −$55.9K | -1.59% | $42.0B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 2.57% | +$2.4M Bought | — 71.6K shares | 20.1K → 71.6K +$2.4M | +256.23% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 2.4% | -$133.7K Sold | — 28.1K shares | 29.3K → 28.1K −$133.7K | -4.09% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.9M 2.2% | -$214.3K Sold | — 54.2K shares | 58.3K → 54.2K −$214.3K | -6.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 2.1% | +$374.9K Bought | — 131.6K shares | 113.7K → 131.6K +$374.9K | +15.75% | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $2.5M 1.88% | -$172.0K Sold | 0.02% 62.9K shares | 67.3K → 62.9K −$172.0K | -6.52% | $12.1B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.2M 1.68% | -$152.3K Sold | — 169.5K shares | 181.3K → 169.5K −$152.3K | -6.47% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.0M 1.51% | -$93.5K Sold | 0.0% 8.1K shares | 8.5K → 8.1K −$93.5K | -4.53% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Telecommunications Services Communication Services | $1.9M 1.48% | -$84.7K Sold | 0.001% 44.1K shares | 46.0K → 44.1K −$84.7K | -4.19% | $185.31B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.33% | +$1.7M New | — 80.2K shares | 0 → 80.2K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
REIT - Retail Real Estate | $1.6M 1.22% | -$412.8K Sold | 0.02% 37.5K shares | 47.2K → 37.5K −$412.8K | -20.55% | $8.0B Mid Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $1.4M 1.08% | +$42.9K Bought | 0.123% 107.9K shares | 104.6K → 107.9K +$42.9K | +3.14% | $1.1B Small Cap | Q4 2024 Held for 11 months | |
REIT - Office Real Estate | $1.3M 1.02% | +$962.6K Bought | 0.128% 58.1K shares | 16.1K → 58.1K +$962.6K | +260.75% | $1.0B Small Cap | Q2 2025 Held for 5 months | |
Asset Management Financial Services | $1.3M 0.995% | +$147.9K Bought | 0.031% 87.2K shares | 77.3K → 87.2K +$147.9K | +12.81% | $4.2B Mid Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $1.2M 0.934% | -$66.4K Sold | 0.053% 83.8K shares | 88.3K → 83.8K −$66.4K | -5.15% | $2.3B Mid Cap | Q4 2024 Held for 11 months | |
REIT - Residential Real Estate | $1.2M 0.919% | +$653.2K Bought | 0.007% 8.6K shares | 3.9K → 8.6K +$653.2K | +118.81% | $16.4B Large Cap | Q4 2024 Held for 11 months | |
REIT - Residential Real Estate | $1.2M 0.884% | +$99.8K Bought | 0.01% 10.8K shares | 9.9K → 10.8K +$99.8K | +9.45% | $11.4B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.0M 0.789% | -$44.7K Sold | — 30.0K shares | 31.3K → 30.0K −$44.7K | -4.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.783% | -$38.2K Sold | — 12.6K shares | 13.1K → 12.6K −$38.2K | -3.6% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $881.7K 0.674% | -$67.9K Sold | 0.0% 1.7K shares | 1.8K → 1.7K −$67.9K | -7.15% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $860.9K 0.658% | -$105.2K Sold | 0.0% 3.9K shares | 4.4K → 3.9K −$105.2K | -10.89% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
REIT - Diversified Real Estate | $834.0K 0.637% | +$326.7K Bought | 0.148% 119.0K shares | 72.4K → 119.0K +$326.7K | +64.39% | $561.9M Small Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $778.4K 0.595% | -$20.6K Sold | 0.001% 11.4K shares | 11.7K → 11.4K −$20.6K | -2.58% | $102.59B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $774.8K 0.592% | -$77.7K Sold | 0.001% 30.4K shares | 33.5K → 30.4K −$77.7K | -9.12% | $144.87B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $689.6K 0.527% | +$689.6K New | 0.002% 9.5K shares | 0 → 9.5K +$689.6K | New | $46.0B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $599.9K 0.458% | -$31.0K Sold | — 19.4K shares | 20.4K → 19.4K −$31.0K | -4.91% | — — | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $584.2K 0.446% | -$89.6K Sold | 0.0% 5.1K shares | 5.9K → 5.1K −$89.6K | -13.3% | $205.86B Mega Cap | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $555.3K 0.424% | +$555.3K Bought | 0.209% 18.2K shares | — | — | $266.1M Micro Cap | Q3 2025 Held for 2 months | |
Medical - Healthcare Plans Healthcare | $504.0K 0.385% | +$504.0K New | 0.003% 14.1K shares | 0 → 14.1K +$504.0K | New | $17.5B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Exploration & Production Energy | $460.1K 0.352% | -$26.6K Sold | 0.001% 9.7K shares | 10.3K → 9.7K −$26.6K | -5.46% | $46.5B Large Cap | Q4 2024 Held for 11 months | |
Real Estate - Services Real Estate | $446.1K 0.341% | -$19.8K Sold | 0.039% 53.6K shares | 56.0K → 53.6K −$19.8K | -4.24% | $1.1B Small Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $440.0K 0.336% | +$172.0K Bought | 0.001% 14.1K shares | 8.6K → 14.1K +$172.0K | +64.2% | $67.7B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $424.6K 0.324% | — | 0.001% 4.7K shares | — | — | $41.6B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $417.0K 0.319% | -$16.0K Sold | — 15.6K shares | 16.2K → 15.6K −$16.0K | -3.7% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $403.4K 0.308% | -$611.6K Sold | 0.0% 4.0K shares | 10.0K → 4.0K −$611.6K | -60.26% | $186.85B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $381.6K 0.292% | -$37.1K Sold | — 13.5K shares | 14.8K → 13.5K −$37.1K | -8.85% | — — | Q1 2025 Held for 8 months | |
Oil & Gas Exploration & Production Energy | $364.2K 0.278% | +$25.2K Bought | 0.002% 390.0 shares | 363.0 → 390.0 +$25.2K | +7.44% | $21.5B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $356.1K 0.272% | +$67.1 Bought | 0.001% 5.3K shares | 5.3K → 5.3K +$67.1 | +0.02% | $64.1B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $335.3K 0.256% | -$11.0K Sold | — 3.5K shares | 3.6K → 3.5K −$11.0K | -3.17% | — — | Q4 2024 Held for 11 months | |
Steel Basic Materials | $318.7K 0.244% | -$13.4K Sold | 0.005% 26.1K shares | 27.2K → 26.1K −$13.4K | -4.04% | $6.0B Mid Cap | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $311.6K 0.238% | -$1.2K Sold | 0.0% 2.8K shares | 2.8K → 2.8K −$1.2K | -0.4% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $296.0K 0.226% | -$30.3K Sold | 0.06% 31.2K shares | 34.4K → 31.2K −$30.3K | -9.28% | $493.8M Small Cap | Q4 2024 Held for 11 months |
