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Performance as of Sept. 22, 2026

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PeriodPrice returnTotal return
1M▲ +1.21%▲ +1.21%
3M▲ +15.69%▲ +15.69%
6M▲ +15.69%▲ +15.69%
YTD▲ +15.21%▲ +15.21%
1Y▲ +18.38%▲ +18.67%
3Y··
5Y··
Maxsince Sept. 12, 2025▲ +20.37%▲ +20.67%
Volatility 1Y22.72%
Volatility 3Y·
Max drawdown 3Y ·
Beta 3Y·
Sharpe 1Y*1.36

Total return assumes dividends are reinvested. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

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Last month (Jun 2026) +$3.5M
Quarter ending Jun 2026 +$8.5M
Trailing 10 months +$75.7M Sep 2025 – Jun 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.

Full composition 518 holdings

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NameCUSIPValue%Balance Category Country
WEC Energy Group Inc 92939U106 $33K 0.06 282 EC US
Northern Trust Corp 665859104 $33K 0.06 188 EC US
M&T Bank Corp 55261F104 $32K 0.06 136 EC US
PG&E Corp 69331C108 $32K 0.06 1,923 EC US
Kenvue Inc 49177J102 $32K 0.06 1,692 EC US
Roper Technologies Inc 776696106 $32K 0.06 94 EC US
Kroger Co/The 501044101 $31K 0.06 564 EC US
Huntington Bancshares Inc/OH 446150104 $31K 0.06 1,758 EC US
Hartford Insurance Group Inc/The 416515104 $31K 0.06 234 EC US
Kimberly-Clark Corp 494368103 $31K 0.06 282 EC US
Ingersoll Rand Inc 45687V106 $31K 0.06 376 EC US
Prudential Financial Inc 744320102 $30K 0.06 282 EC US
Centene Corp 15135B101 $30K 0.05 470 EC US
EQT Corp 26884L109 $30K 0.05 564 EC US
Ameriprise Financial Inc 03076C106 $30K 0.05 65 EC US
Arch Capital Group Ltd · $29K 0.05 300 EC BM
NetApp Inc 64110D104 $29K 0.05 188 EC US
Archer-Daniels-Midland Co 039483102 $29K 0.05 376 EC US
DTE Energy Co 233331107 $29K 0.05 188 EC US
Crown Castle Inc 22822V101 $28K 0.05 376 RE US
Edison International 281020107 $28K 0.05 376 EC US
Coinbase Global Inc 19260Q107 $28K 0.05 190 EC US
Steel Dynamics Inc 858119100 $28K 0.05 121 EC US
Paychex Inc 704326107 $28K 0.05 282 EC US
Tapestry Inc 876030107 $28K 0.05 188 EC US
NRG Energy Inc 629377508 $27K 0.05 188 EC US
Occidental Petroleum Corp 674599105 $27K 0.05 564 EC US
Extra Space Storage Inc 30225T102 $27K 0.05 188 RE US
Otis Worldwide Corp 68902V107 $27K 0.05 376 EC US
TD SYNNEX Corp 87162W100 $27K 0.05 100 EC US
Citizens Financial Group Inc 174610105 $26K 0.05 376 EC US
Dover Corp 260003108 $26K 0.05 116 EC US
Ameren Corp 023608102 $26K 0.05 229 EC US
PulteGroup Inc 745867101 $26K 0.05 188 EC US
EMCOR Group Inc 29084Q100 $26K 0.05 31 EC US
IQVIA Holdings Inc 46266C105 $26K 0.05 133 EC US
Twilio Inc 90138F102 $26K 0.05 124 EC US
Corpay Inc 219948106 $25K 0.05 76 EC US
Qnity Electronics Inc 74743L100 $25K 0.05 154 EC US
VICI Properties Inc 925652109 $25K 0.05 940 RE US
CenterPoint Energy Inc 15189T107 $25K 0.05 564 EC US
Martin Marietta Materials Inc 573284106 $25K 0.05 43 EC US
American Water Works Co Inc 030420103 $25K 0.04 188 EC US
Willis Towers Watson PLC · $25K 0.04 94 EC IE
Biogen Inc 09062X103 $24K 0.04 112 EC US
GE HealthCare Technologies Inc 36266G107 $24K 0.04 376 EC US
Expedia Group Inc 30212P303 $24K 0.04 94 EC US
PPL Corp 69351T106 $24K 0.04 658 EC US
Zoetis Inc 98978V103 $24K 0.04 329 EC US
Reliance Inc 759509102 $24K 0.04 63 EC US

Sector breakdown

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Technology 34.2%
Communication Services 10.9%
Financials 10.0%
Industrials 8.8%
Health Care 8.7%
Retail 7.0%
Consumer Discretionary 4.1%
Energy 3.2%
Utilities 2.2%
Consumer Staples 2.0%
Real Estate 1.7%
Materials 1.2%
Consumer products 1.1%
Other/Unmapped 4.8%

Dividends 1 payment

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0.22%TTM yield
$0.07TTM payout / share
Ex-dateAmount / share
Dec. 23, 2025$0.0660

Institutional owners (13F) 4 filers

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Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
True North Advisors, LLC $3,955,862 82.09% 134,958 Shares June 30, 2026
GTS SECURITIES LLC $491,797 10.21% 16,778 Shares June 30, 2026
IFP Advisors, Inc $197,122 4.09% 6,725 Shares June 30, 2026
ROYAL BANK OF CANADA $174,000 3.61% 5,922 Shares June 30, 2026

Peer funds

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