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Performance as of Sept. 25, 2026

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PeriodPrice returnTotal return
1M▼ -3.49%▼ -3.27%
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▼ -2.54%▼ -2.32%
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 (May 2026) +$6.1M
Quarter ending May 2026 +$12.3M
Trailing 12 months +$136.4M Jun 2025 – May 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 128 holdings

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NameCUSIPValue%Balance Category Country
Match Group Inc 57667L107 $179K 0.12 4,960 EC US
Clorox Co/The 189054109 $179K 0.12 1,987 EC US
FactSet Research Systems Inc 303075105 $174K 0.11 709 EC US
SLB Ltd 806857108 $174K 0.11 3,188 EC US
Hasbro Inc 418056107 $173K 0.11 2,004 EC US
Ralph Lauren Corp 751212101 $162K 0.10 444 EC US
Nordson Corp 655663102 $161K 0.10 561 EC US
IDEX Corp 45167R104 $161K 0.10 764 EC US
LyondellBasell Industries NV · $155K 0.10 2,322 EC US
Hormel Foods Corp 440452100 $152K 0.10 6,558 EC US
Everest Group Ltd · $152K 0.10 469 EC BM
Packaging Corp of America 695156109 $149K 0.10 681 EC US
DTE Energy Co 233331107 $149K 0.10 1,040 EC US
Williams Cos Inc/The 969457100 $149K 0.10 2,081 EC US
Lamb Weston Holdings Inc 513272104 $148K 0.10 3,429 EC US
Kinder Morgan Inc 49456B101 $145K 0.09 4,664 EC US
NIKE Inc 654106103 $141K 0.09 3,047 EC US
Avery Dennison Corp 053611109 $140K 0.09 883 EC US
A O Smith Corp 831865209 $139K 0.09 2,445 EC US
Omnicom Group Inc 681919106 $138K 0.09 1,894 EC US
Allegion plc · $135K 0.09 1,041 EC IE
Molson Coors Beverage Co 60871R209 $132K 0.08 3,332 EC US
Pool Corp 73278L105 $130K 0.08 719 EC US
Jack Henry & Associates Inc 426281101 $123K 0.08 899 EC US
Texas Pacific Land Corp 88262P102 $114K 0.07 291 EC US
Conagra Brands Inc 205887102 $113K 0.07 8,486 EC US
First American Government Obli 31846V336 $68K 0.04 67,524 STIV US
Unknown security · -$47K -0.03 -460 DE US

Sector breakdown

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Technology 18.7%
Healthcare 18.5%
Financials 12.9%
Consumer Staples 8.5%
Energy 7.8%
Communication Services 7.4%
Industrials 7.4%
Consumer products 4.7%
Consumer Discretionary 4.5%
Retail 2.8%
Utilities 0.4%
Materials 0.3%
Other/Unmapped 6.1%

Dividends 9 payments

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4.09%TTM yield
$1.22TTM payout / share
Monthly (est.)
Ex-dateAmount / share
Sept. 25, 2026$0.1110
Aug. 26, 2026$0.0690
July 27, 2026$0.0790
June 29, 2026$0.1100
May 28, 2026$0.0930
April 27, 2026$0.2970
Feb. 27, 2026$0.1290
Dec. 24, 2025$0.3290
Aug. 22, 2025$0.0620

Institutional owners (13F) 11 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
Bank of New York Mellon Corp $145,200,668 79.22% 4,940,361 Shares June 30, 2026
ENVESTNET ASSET MANAGEMENT INC $31,331,296 17.09% 1,066,028 Shares June 30, 2026
Bucket List Wealth Management, LLC $4,689,543 2.56% 159,559 Shares June 30, 2026
OSAIC HOLDINGS, INC. $844,925 0.46% 28,750 Shares June 30, 2026
GTS SECURITIES LLC $593,551 0.32% 20,195 Shares June 30, 2026
Brookstone Capital Management $232,590 0.13% 7,914 Shares June 30, 2026
OLD MISSION CAPITAL LLC $206,822 0.11% 7,037 Shares June 30, 2026
US BANCORP \DE\ $147,953 0.08% 5,034 Shares June 30, 2026
Horizon Investments, LLC $17,733 0.01% 605 Shares June 30, 2026
SITTNER & NELSON, LLC $12,492 0.01% 425 Shares June 30, 2026
Cambridge Investment Research Advisors, Inc. $2,340 0.00% 79,608 Shares June 30, 2026

Peer funds

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