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Performance as of Sept. 4, 2026

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PeriodPrice returnTotal return
1M▲ +8.96%·
3M▲ +15.92%·
6M▲ +17.01%·
YTD▲ +40.75%·
1Y▲ +38.01%·
3Y▲ +32.12%·
5Y··
Maxsince Jan. 20, 2022▼ -0.42%·
Volatility 1Y18.53%
Volatility 3Y21.54%
Max drawdown 3Y -43.15% June 10, 2024 → April 8, 2025
Beta 3Y0.23
Sharpe 1Y*1.84

Total return is shown once dividend history for this fund has been collected — price return alone would duplicate it misleadingly. 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) +$0
Quarter ending Jun 2026 -$434K
Trailing 12 months +$7.7M Jul 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 31 holdings

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NameCUSIPValue%Balance Category Country
Mount Vernon Liquid Assets Portfolio, LLC · $1.0M 5.87 1,027,925 STIV US
DHT Holdings Inc · $897K 5.12 54,236 EC BM
OOIL · $863K 4.93 55,504 EC HK
Wallenius Wilhelmsen ASA · $858K 4.90 64,714 EC NO
COSCO SHIPPING Holdings Co Ltd · $856K 4.89 516,139 EC CN
International Seaways Inc · $852K 4.87 11,130 EC US
SITC International Holdings Co · $850K 4.85 212,347 EC HK
Kuehne + Nagel International A · $722K 4.12 2,979 EC CH
Global Ship Lease Inc · $706K 4.03 18,766 EC GB
Wan Hai Lines Ltd · $684K 3.91 275,191 EC TW
Hoegh Autoliners ASA · $665K 3.80 45,445 EC NO
Scorpio Tankers Inc · $657K 3.75 9,480 EC MC
Teekay Corp Ltd · $610K 3.48 61,009 EC BM
BW LPG Ltd · $592K 3.38 33,953 EC SG
Brambles Ltd · $572K 3.26 42,385 EC AU
Deutsche Post AG · $551K 3.15 9,081 EC DE
J&T Global Express Ltd · $546K 3.12 512,682 EC CN
ZTO Express Cayman Inc 98980A105 $544K 3.10 24,296 EC CN
United Parcel Service Inc 911312106 $541K 3.09 5,034 EC US
Expeditors International of Wa 302130109 $536K 3.06 3,286 EC US
Logista Integral SA · $535K 3.05 13,869 EC ES
SF Holding Co Ltd · $534K 3.05 138,886 EC CN
DSV A/S · $531K 3.03 2,244 EC DK
FedEx Corp 31428X106 $507K 2.89 1,618 EC US
First American Government Obli 31846V336 $376K 2.15 375,930 STIV US
Danaos Corp · $343K 1.96 2,804 EC GR
Hafnia Ltd · $333K 1.90 50,084 EC SG
Euroseas Ltd · $332K 1.89 5,000 EC GR
Nippon Yusen KK · $330K 1.89 10,295 EC JP
Teekay Tankers Ltd · $326K 1.86 5,030 EC CA
Evergreen Marine Corp Taiwan L · $295K 1.69 51,020 EC TW

Sector breakdown

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Logistics & Transportation 11.5%
Other/Unmapped 88.5%

Institutional owners (13F) 12 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
BENJAMIN EDWARDS INC $2,877,881 53.88% 176,407 Shares June 30, 2026
CITADEL ADVISORS LLC $1,422,209 26.63% 87,174 Shares June 30, 2026
JANE STREET GROUP, LLC $458,718 8.59% 28,117 Shares June 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP $254,785 4.77% 15,617 Shares June 30, 2026
CoreCap Advisors, LLC $221,210 4.14% 13,559 Shares June 30, 2026
SIMPLEX TRADING, LLC $41,032 0.77% 2,515 Shares June 30, 2026
UBS Group AG $28,992 0.54% 1,777 Shares June 30, 2026
OSAIC HOLDINGS, INC. $11,937 0.22% 732 Shares June 30, 2026
LGT Financial Advisors LLC $10,572 0.20% 648 Shares June 30, 2026
Institute for Wealth Management, LLC. $8,558 0.16% 525 Shares June 30, 2026
HARBOUR INVESTMENTS, INC. $4,894 0.09% 300 Shares June 30, 2026
MORGAN STANLEY $27 0.00% 1 Shares June 30, 2026

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