Finance
This NEW ETF Invests in Companies Where Insiders Have Skin in the Game
Date: 2026-08-20 21:59:52
OWN ETF: Investing in Companies Where Insiders Have Skin in the Game
What if you could build a portfolio around companies where corporate insiders have significant ownership stakes?
In this episode of Dividend Stockpile, I’m joined by Haren Bhakta to discuss the OWN – Insider Ownership ETF and the investment philosophy behind using insider ownership as a key factor in selecting and weighting companies.
Rather than simply relying on traditional market-cap weighting, OWN focuses on companies where executives, directors and other insiders have meaningful financial stakes in the businesses they help run. The idea is simple: when insiders have significant “skin in the game,” their interests may be more closely aligned with shareholders.
In this interview, we discuss:
What inspired the creation of the OWN ETF
Why insider ownership can be an important investment signal
How the OWN strategy identifies companies with significant insider ownership
How companies are selected for the portfolio
How insider ownership affects the weighting of individual holdings
Why OWN takes a different approach from traditional S&P 500 ETFs
The potential benefits of investing alongside company insiders
How founders, executives and directors can influence the strategy
Whether high insider ownership can create risks as well as opportunities
How OWN compares with traditional factor-based ETFs
The types of companies that tend to score highly using the insider ownership methodology
How investors should think about “skin in the game” when evaluating stocks
Who might consider adding OWN to their portfolio
The concept behind OWN is fascinating: instead of simply asking how large a company is, what if investors also asked how much of the company is owned by the people running it?
If you’re interested in factor investing, insider ownership, shareholder alignment, ETFs, or finding differentiated ways to build a stock portfolio, this is a conversation you won’t want to miss.
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#OWNETF #InsiderOwnership #ETFInvesting #StockMarket #Investing #FactorInvesting #DividendInvesting #LongTermInvesting #DividendStockpile
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