Apply Filters
Choose which columns to filter the table by
Select Columns
Choose which columns to display in the table
Holding27 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $217.9M 44.87% | -$253.5K Sold | — 355.8K shares | 356.2K → 355.8K −$253.5K | -0.12% | — — | Q3 2017 Held for 8y 2m | |
ETF ETF | $138.7M 28.56% | -$8.7K Sold | — 208.2K shares | 208.2K → 208.2K −$8.7K | -0.01% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $28.8M 5.94% | — | 0.022% 168.8K shares | — | — | $133.37B Large Cap | Q4 2014 Held for 10y 11m | |
Internet Content & Information Communication Services | $27.0M 5.56% | — | 0.001% 110.9K shares | — | — | $2.95T Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $20.4M 4.2% | — | — 27.3K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $11.8M 2.43% | -$9.2M Sold | — 150.4K shares | 268.5K → 150.4K −$9.2M | -43.97% | — — | Q3 2023 Held for 2y 2m | |
Medical - Distribution Healthcare | $9.9M 2.03% | +$9.9M New | 0.123% 148.8K shares | 0 → 148.8K +$9.9M | New | $8.0B Mid Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $8.5M 1.75% | +$1.8M Bought | 0.035% 34.4K shares | 27.0K → 34.4K +$1.8M | +27.55% | $24.4B Large Cap | Q1 2016 Held for 9y 8m | |
Financial - Capital Markets Financial Services | $4.9M 1.02% | +$618.7K Bought | 2.16% 1.5M shares | 1.3M → 1.5M +$618.7K | +14.33% | $228.8M Micro Cap | Q3 2024 Held for 1y 2m | |
Aerospace & Defense Industrials | $4.6M 0.946% | +$4.6M New | 0.003% 21.3K shares | 0 → 21.3K +$4.6M | New | $163.20B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.4M 0.488% | — | — 12.5K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Medical - Care Facilities Healthcare | $2.3M 0.475% | -$9.2K Sold | 0.33% 447.0K shares | 448.8K → 447.0K −$9.2K | -0.4% | $699.9M Small Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $1.6M 0.335% | — | 0.0% 3.1K shares | — | — | $3.85T Mega Cap | Q3 2018 Held for 7y 2m | |
Consumer Electronics Technology | $1.4M 0.294% | — | 0.0% 5.6K shares | — | — | $3.78T Mega Cap | Q3 2018 Held for 7y 2m | |
Internet Content & Information Communication Services | $1.0M 0.21% | — | 0.0% 4.2K shares | — | — | $2.95T Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $961.1K 0.198% | -$7.7M Sold | — 6.9K shares | 62.0K → 6.9K −$7.7M | -88.87% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $673.6K 0.139% | — | — 2.4K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Medical - Healthcare Plans Healthcare | $514.5K 0.106% | — | 0.001% 1.8K shares | — | — | $76.9B Large Cap | Q3 2018 Held for 7y 2m | |
Asset Management Financial Services | $403.3K 0.083% | — | 0.001% 3.7K shares | — | — | $76.8B Large Cap | Q1 2024 Held for 1y 8m | |
Home Improvement Consumer Cyclical | $346.0K 0.071% | — | 0.0% 854.0 shares | — | — | $403.32B Mega Cap | Q4 2023 Held for 1y 11m | |
Hardware, Equipment & Parts Technology | $344.0K 0.071% | — | 0.0% 4.2K shares | — | — | $70.3B Large Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $243.3K 0.05% | — | 0.001% 696.0 shares | — | — | $39.3B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $204.4K 0.042% | +$204.4K Bought | 0.0% 1.8K shares | — | — | $480.68B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $204.1K 0.042% | +$204.1K Bought | — 3.1K shares | — | — | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $202.5K 0.042% | +$202.5K Bought | 0.0% 642.0 shares | — | — | $867.35B Mega Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $202.1K 0.042% | +$202.1K Bought | 0.0% 1.1K shares | — | — | $446.55B Mega Cap | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | - — | -$4.6M Sold | — - shares | 62.5K → 0 −$4.6M | Sold | $71.6B Large Cap | Q1 2017 Held for 8y 8m |
