OWNInside Ownership 100 ETF
Tracks the performance of the Inside Ownership 100 Index.
By Corgi Funds · Launched 2026
Annual Cost
0.49%
#2,574 of 6,033 · average
Fund Size
$3M
#5,480 of 6,033 · small
Return (1Y)
N/A
Track Record
3 months
#5,589 of 6,033 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,920-0.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Index tracked
Inside Ownership 100 Index
Holdings
By weightConcentration
Top 10 holdings = 54.1% of fundmoderately concentrated
NVIDIA CorpNVDA
11.2%
Alphabet Inc Class AGOOGL
10.7%
Amazon.com IncAMZN
8.5%
Meta Platforms Inc Class AMETA
5.3%
Tesla IncTSLA
4.7%
Berkshire Hathaway Inc Class BBRK-B
4.1%
Broadcom IncAVGO
2.8%
Palantir Technologies Inc Ordinary Shares - Class APLTR
2.6%
Oracle CorpORCL
2.3%
First American Government Obligs XFGXXX
1.9%
Asset allocation
Stocks
98.1%
Cash
1.9%
By sector
Technology
33.7%
Communication
19.4%
Consumer Cyclical
19.3%
Financial Services
13.1%
Healthcare
4.5%
Industrials
4.3%
Consumer Defensive
2.3%
Energy
1.5%
Other
1.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-6.1%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 2026-09-16