Spinnaker ETF Series (GEND)

Perusahaan Manajemen · ARCX · Seri S000089486 · Lihat di SEC EDGAR ↗

Aset bersih
$4.5M
Kepemilikan
37
Per tanggal
30 April 2026 usang
Bobot 10 kepemilikan teratas
40,90%
Jumlah posisi efektif
30,9
Posisi di atas 1%
33
Di halaman ini

Aliran dana (dilaporkan SEC)

Bulan lalu (Apr 2026)
+$0
Kuartal berakhir Apr 2026
-$4.6M
12 bulan terakhir
+$2.0M

Mei 2025 – Apr 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Komposisi Penuh 37 saham

NamaCUSIP Nilai % Saldo Kategori Negara
Cisco Systems Inc 17275R102 $215K 4,81 2.353 EC US
Coterra Energy Inc 127097103 $199K 4,45 5.553 EC US
Northern Trust Corp 665859104 $196K 4,38 1.179 EC US
Enbridge Inc 29250N105 $192K 4,30 3.473 EC CA
Altria Group Inc 02209S103 $189K 4,22 2.598 EC US
M&T Bank Corp 55261F104 $182K 4,07 833 EC US
Chevron Corp 166764100 $171K 3,81 883 EC US
JPMorgan Chase & Co 46625H100 $165K 3,68 526 EC US
CVS Health Corp 126650100 $164K 3,66 1.968 EC US
PepsiCo Inc 713448108 $158K 3,52 994 EC US
United Parcel Servic 911312106 $149K 3,32 1.367 EC US
Microchip Technology 595017104 $147K 3,29 1.585 EC US
Merck & Co Inc 58933Y105 $139K 3,11 1.275 EC US
Emerson Electric Co 291011104 $139K 3,10 988 EC US
Johnson & Johnson 478160104 $139K 3,10 603 EC US
Evergy Inc 30034W106 $137K 3,06 1.653 EC US
Gilead Sciences Inc 375558103 $134K 2,99 1.023 EC US
AT&T Inc 00206R102 $134K 2,99 5.118 EC US
Phillips 66 718546104 $133K 2,97 743 EC US
BlackRock Inc 09290D101 $124K 2,76 116 EC US
Sempra Energy 816851109 $123K 2,76 1.297 EC US
Air Products & Chemi 009158106 $117K 2,61 390 EC US
Capital One Financia 14040H105 $114K 2,55 597 EC US
Comcast Corp 20030N101 $113K 2,52 4.168 EC US
AbbVie Inc 00287Y109 $105K 2,35 498 EC US
Bristol-Myers Squibb 110122108 $98K 2,18 1.612 EC US
CRH PLC G25508105 $96K 2,15 813 EC IE
Lockheed Martin Corp 539830109 $95K 2,12 183 EC US
Accenture PLC G1151C101 $80K 1,78 446 EC IE
Corning Inc 219350105 $72K 1,61 439 EC US
Medtronic PLC G5960L103 $71K 1,60 883 EC IE
Home Depot Inc/The 437076102 $71K 1,59 216 EC US
LKQ Corp 501889208 $66K 1,47 2.078 EC US
Goldman Sachs Financ 38141W273 $32K 0,72 32.184 STIV US
Johnson & Johnson 478160104 -$66 0,00 -4 DE US
Gilead Sciences Inc 375558103 -$235 -0,01 -5 DE US
Chevron Corp 166764100 -$1K -0,02 -4 DE US

Rincian sektor

Healthcare
19,1%
Energy
15,6%
Financial Services
9,7%
Industrials
9,0%
Financials
7,8%
Consumer Staples
7,8%
Utilities
5,8%
Technology
5,1%
Communications
4,8%
Logistics & Transportation
3,3%
Telecommunication
3,0%
Materials
2,6%
Communication Services
2,5%
Retail
1,6%
Consumer Discretionary
1,5%
Lainnya/Tidak terpetakan
0,7%

Pemilik institusional (13F) 2 pengaju

Institusi yang melaporkan kepemilikan ETF ini dalam Formulir SEC 13F triwulanan mereka. Hanya posisi long; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Institusi Nilai % dari 13F yang dilacak Saham Tipe Per tanggal
ENVESTNET ASSET MANAGEMENT INC $2.249.561 98,60% 177.113 Saham 30 Juni 2026
MORGAN STANLEY $31.969 1,40% 2.517 Saham 30 Juni 2026

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