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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
Markel Group Inc 570535104 $23K 0.04 12 EC US
Amcor PLC · $23K 0.04 539 EC JE
Fiserv Inc 337738108 $23K 0.04 470 EC US
Workday Inc 98138H101 $23K 0.04 188 EC US
PPG Industries Inc 693506107 $23K 0.04 188 EC US
Synchrony Financial 87165B103 $23K 0.04 299 EC US
Dollar Tree Inc 256746108 $23K 0.04 188 EC US
Regions Financial Corp 7591EP100 $23K 0.04 752 EC US
Snap-on Inc 833034101 $23K 0.04 56 EC US
Packaging Corp of America 695156109 $22K 0.04 94 EC US
FirstEnergy Corp 337932107 $22K 0.04 470 EC US
Halliburton Co 406216101 $22K 0.04 658 EC US
Xylem Inc/NY 98419M100 $22K 0.04 188 EC US
Raymond James Financial Inc 754730109 $22K 0.04 143 EC US
KeyCorp 493267108 $22K 0.04 940 EC US
Bunge Global SA · $22K 0.04 203 EC CH
Dollar General Corp 256677105 $22K 0.04 188 EC US
CMS Energy Corp 125896100 $22K 0.04 282 EC US
AvalonBay Communities Inc 053484101 $22K 0.04 114 RE US
Illumina Inc 452327109 $21K 0.04 122 EC US
Hershey Co/The 427866108 $21K 0.04 122 EC US
T Rowe Price Group Inc 74144T108 $21K 0.04 188 EC US
Cincinnati Financial Corp 172062101 $21K 0.04 115 EC US
Loews Corp 540424108 $21K 0.04 188 EC US
Casey's General Stores Inc 147528103 $21K 0.04 26 EC US
Omnicom Group Inc 681919106 $21K 0.04 283 EC US
Atmos Energy Corp 049560105 $21K 0.04 119 EC US
Smurfit Westrock PLC · $20K 0.04 443 EC IE
Eversource Energy 30040W108 $20K 0.04 282 EC US
Principal Financial Group Inc 74251V102 $20K 0.04 188 EC US
Quest Diagnostics Inc 74834L100 $20K 0.04 94 EC US
W R Berkley Corp 084423102 $20K 0.04 282 EC US
STERIS PLC · $20K 0.04 94 EC IE
Moderna Inc 60770K107 $20K 0.04 282 EC US
AerCap Holdings NV · $19K 0.04 133 EC NL
Darden Restaurants Inc 237194105 $19K 0.04 94 EC US
US Foods Holding Corp 912008109 $19K 0.03 188 EC US
Equity Residential 29476L107 $19K 0.03 282 RE US
HP Inc 40434L105 $19K 0.03 846 EC US
Fidelity National Information Services Inc 31620M106 $18K 0.03 470 EC US
Church & Dwight Co Inc 171340102 $18K 0.03 188 EC US
Cognizant Technology Solutions Corp 192446102 $18K 0.03 470 EC US
Dow Inc 260557103 $18K 0.03 658 EC US
International Paper Co 460146103 $18K 0.03 470 EC US
NiSource Inc 65473P105 $18K 0.03 376 EC US
Kraft Heinz Co/The 500754106 $18K 0.03 752 EC US
CH Robinson Worldwide Inc 12541W209 $18K 0.03 94 EC US
Delta Air Lines Inc 247361702 $18K 0.03 188 EC US
Ball Corp 058498106 $18K 0.03 282 EC US
Textron Inc 883203101 $17K 0.03 188 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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