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Performance as of Sept. 9, 2026

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PeriodPrice returnTotal return
1M··
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▼ -1.61%▼ -1.61%
Volatility 1Y·
Volatility 3Y·
Max drawdown 3Y ·
Beta 3Y·
Sharpe 1Y*·

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) +$0
Quarter ending Jun 2026 +$182K
Trailing 12 months +$1.6M 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 71 holdings

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NameCUSIPValue%Balance Category Country
VERALTO CORP 92338C103 $116K 0.71 1,312 EC US
SOLSTICE ADVANCED MATERIALS INC 83443Q103 $109K 0.67 1,230 EC US
AURORA INNOVATION INC 051774107 $104K 0.63 15,186 EC US
HERC HOLDINGS INC 42704L104 $94K 0.58 656 EC US
CENTURI HOLDINGS INC 155923105 $93K 0.57 3,080 EC US
GIBRALTAR INDUSTRIES INC 374689107 $92K 0.57 2,050 EC US
MINERALS TECHNOLOGIES INC 603158106 $91K 0.56 1,230 EC US
MATTHEWS INTERNATIONAL CORP 577128101 $82K 0.50 3,034 EC US
LANDIS+GYR GROUP AG · $81K 0.50 1,514 EC CH
EBARA CORP · $79K 0.48 2,050 EC JP
SHOALS TECHNOLOGIES GROUP INC 82489W107 $77K 0.47 7,776 EC US
ROYALTY PHARMA PLC · $70K 0.43 1,250 EC GB
CLEARWAY ENERGY INC 18539C204 $70K 0.43 2,050 EC US
NIAGEN BIOSCIENCE INC 171077407 $67K 0.41 21,000 EC US
VEOLIA ENVIRONNEMENT SA · $62K 0.38 1,500 EC FR
SEVERN TRENT PLC · $61K 0.37 1,558 EC GB
UR-ENERGY INC 91688R108 $56K 0.34 40,993 EC CA
ARDAGH METAL PACKAGING SA · $55K 0.34 11,676 EC LU
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 912797TP2 $50K 0.31 50,000 DBT US
PROTAGONIST THERAPEUTICS INC 74366E102 $49K 0.30 400 EC US
VERTEX PHARMACEUTICALS INC 92532F100 $40K 0.25 81 EC US

Sector breakdown

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Industrials 53.3%
Utilities 12.5%
Materials 10.5%
Real Estate 2.7%
Technology 2.5%
Healthcare 2.5%
Energy 2.2%
Communication Services 1.5%
Financials 1.3%
Consumer Discretionary 0.5%
Other/Unmapped 10.6%

Dividends 5 payments

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0.74%TTM yield
$0.27TTM payout / share
Annual (est.)
Ex-dateAmount / share
Dec. 29, 2025$0.2740
Dec. 27, 2024$0.5100
Dec. 27, 2023$0.5610
Dec. 28, 2022$0.4930
Dec. 29, 2021$0.3690

Institutional owners (13F) 6 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
GAMCO INVESTORS, INC. ET AL $3,884,098 62.24% 97,500 Shares June 30, 2026
GABELLI FUNDS LLC $1,792,661 28.73% 45,000 Shares June 30, 2026
GTS SECURITIES LLC $306,347 4.91% 7,690 Shares June 30, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. $243,005 3.89% 6,100 Shares June 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $14,262 0.23% 358 Shares June 30, 2026
MORGAN STANLEY $60 0.00% 1 Shares June 30, 2026

Peer funds

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