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Beacon

OWNInside Ownership 100 ETF

Grow my moneyNewRanked #2,578 of 2,978 in this goal

Tracks the performance of the Inside Ownership 100 Index.

By Corgi Funds · Launched 2026

Annual Cost

0.49%

#2,416 of 5,756 · average

Fund Size

$2M

#5,412 of 5,756 · small

Return (1Y)Goal

N/A

Track Record

1 month

#5,598 of 5,756 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,738-2.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Index tracked

Inside Ownership 100 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 54.5% of fundmoderately concentrated

Alphabet Inc Class AGOOGL
11.8%
NVIDIA CorpNVDA
10.5%
Amazon.com IncAMZN
8.1%
Tesla IncTSLA
5.8%
Meta Platforms Inc Class AMETA
5.4%
Berkshire Hathaway Inc Class BBRK-B
4.3%
Broadcom IncAVGO
3.0%
Oracle CorpORCL
2.3%
Palantir Technologies Inc Ordinary Shares - Class APLTR
1.7%
Dell Technologies Inc Ordinary Shares - Class CDELL
1.5%

Asset allocation

Stocks
99.4%
Cash
0.6%

By sector

Technology
31.8%
Communication
21.1%
Consumer Cyclical
20.0%
Financial Services
12.4%
Industrials
4.8%
Healthcare
4.3%
Consumer Defensive
2.3%
Energy
1.4%
Other
2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-6.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the performance of the Inside Ownership 100 Index.
Strategy
Uses a passive management approach to track the Inside Ownership 100 Index, which selects and weights the 100 U.S. companies with the highest insider ownership value from the S&P 500. The Index is rebalanced quarterly and aims for total return.
Inception date
June 2, 2026
Fund family
Corgi Funds

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Data updated on 2026-07-22