OWN
Inside Ownership 100 ETF
The Inside Ownership 100 ETF seeks to provide investors with capital appreciation by investing primarily in companies where insiders hold significant ownership stakes.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 3.4 M
ASSETS UNDER MGMT
49 bp
EXPENSES
Fund Basics
| Inception date | Jun 02, 2026 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| NVIDIA CORP | 11.2 % |
| ALPHABET INC. CLASS A | 9.2 % |
| AMAZON.COM INC | 8.3 % |
| TESLA MOTORS INC | 5.7 % |
| META PLATFORMS INC | 5.0 % |
| BERKSHIRE HATHAWAY INC-CL B | 4.7 % |
| BROADCOM INC. | 2.8 % |
| PALANTIR TECHNOLOGIES INC. CLASS A | 2.3 % |
| ORACLE CORP | 2.1 % |
| DELL TECHNOLOGIES INC CLASS C | 1.4 % |
Constituent Breakdown
| Number of holdings | 100 |
| Herfindahl-Hirschman Index | 436 |
| Wgt avg mkt cap (mns) | $1,610,732 |
| Large cap (>$10bn) | 96.7% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.2% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 96.0 % |
Historical Performance
Standardized Performance (as of 09/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -- | -- | -- | -- | -- | -- | -- | 1.0% |
| Dividend Yield | -- | -- | -- | -- | -- | -- | -- | 0.0% |
| Total Returns | -- | -- | -- | -- | -- | -- | -- | 1.0% | Ann. Volatility | -- | -- | -- | -- | -- | -- | -- | 18.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 1 |
| ADV traded (mns) | $0 |
| Turnover | 0.7% |
| Avg. Bid/Ask (% of price) | 0.31% |
Technical Indicators
| 30d moving avg. (EMA) | $24.92 |
| Relative strength (RSI) | 43 |
| MACD/Signal | -0.18/-0.08 |
| Bollinger Bands (Upper/Lower) | $25.94/$24.15 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. OWN |
Expenses vs. OWN |
ALTAR Score™ vs. OWN |
|---|---|---|---|---|
| FDRS | Founder-Led ETF | 51.0% | 0 bp | -1.1% |
| QGRW | WisdomTree U.S. Quality Growth Fund | 49.5% | -21 bp | +0.7% |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | 44.2% | -45 bp | +1.0% |
| VOOG | Vanguard S&P 500 Growth ETF | 44.2% | -42 bp | +1.0% |
| IVW | iShares S&P 500 Growth ETF | 43.5% | -31 bp | +0.8% |
| GFGF | Guru Favorite Stocks ETF Guru Favorite Stocks Fund | 42.9% | +17 bp | +1.3% |
| IUSG | iShares Core S&P U.S. Growth ETF | 42.4% | -45 bp | +0.9% |
| RND | First Trust Bloomberg R&D Leaders ETF | 41.8% | +11 bp | +0.4% |
| VUG | Vanguard Growth ETF | 41.6% | -46 bp | +0.8% |
| FFOG | Franklin Focused Growth ETF | 41.5% | -8 bp | +0.1% |
Risk and Returns: OWN vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 11/4/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.2%
ALTAR SCORE™
25th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,394 funds in the US Equity category with an average
ALTAR Score™ of 5.6% and a standard deviation
of 2.1%. OWN's ALTAR Score™ is approximately -0.7 standard
deviations above the category average. This places OWN in the 25th percentile
among funds in the category.
Sell-Side Consensus
$30.99
PRICE TARGET
+28.3%
UPSIDE