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Inside Ownership 100 ETF (OWN)

Large Blend · Corgi Funds · BATS

Large BlendETF
Inside Ownership 100 ETF (OWN) is an exchange-traded fund in the Large Blend category. It has $2.41M in assets and an expense ratio of 0.49%. The index measures the performance of shares owned by insiders as a group and, using the S&P 500® as the eligible universe filter, selects and weights the 100 companies with the highest "inside ownership" value and rebalances quarterly. The fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in inside ownership company equities included in the index and/or in financial instruments that collectively provide exposure to Inside Ownership companies represen…
Assets under management$2.41M
Expense ratio0.49%
CategoryLarge Blend
Dividend yield
NAV$24.16
Fund familyCorgi Funds
ExchangeBATS

Top holdings

The largest positions Inside Ownership 100 ETF reports, by weight.

HoldingNameWeight
GOOGL Alphabet Inc Class A 11.77%
NVDA NVIDIA Corp 10.53%
AMZN Amazon.com Inc 8.13%
TSLA Tesla Inc 5.79%
META Meta Platforms Inc Class A 5.44%
BRK-B Berkshire Hathaway Inc Class B 4.29%
AVGO Broadcom Inc 2.96%
ORCL Oracle Corp 2.33%
PLTR Palantir Technologies Inc Ordinary Shares - Class A 1.70%
DELL Dell Technologies Inc Ordinary Shares - Class C 1.54%

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