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Performance as of Sept. 3, 2026

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PeriodPrice returnTotal return
1M··
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▼ -0.34%▲ +0.21%
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) +$5.1M
Quarter ending Jun 2026 +$16.0M
Trailing 12 months +$45.8M 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 559 holdings

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NameCUSIPValue%Balance Category Country
Concentra Health Services Inc. 20600DAA1 $26K 0.03 25,000 DBT US
BandG Foods Inc. 05508WAC9 $25K 0.03 25,000 DBT US
Domtar Corporation 70478JAA2 $25K 0.03 36,000 DBT US
Xerox Corporation 984121CL5 $23K 0.03 67,000 DBT US
CandS Group Enterprises LLC 12467AAF5 $17K 0.02 18,000 DBT US
Carriage Purchaser Inc. 14445LAA5 $17K 0.02 17,000 DBT US
Prestige Brands Inc. 74112BAM7 $17K 0.02 18,000 DBT US
Accendra Health Inc. 690732AG7 $1K 0.00 2,000 DBT US
Walgreens Boots Alliance Inc. 931427AT5 $580 0.00 2,000 DBT US

Sector breakdown

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Other/Unmapped 100.0%

Dividends 28 payments

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6.95%TTM yield
$1.77TTM payout / share
Monthly (est.)
Ex-dateAmount / share
Aug. 27, 2026$0.1430
July 29, 2026$0.1570
June 26, 2026$0.1360
May 27, 2026$0.1210
April 28, 2026$0.1240
March 27, 2026$0.1470
Feb. 25, 2026$0.0940
Jan. 28, 2026$0.0960
Dec. 29, 2025$0.3620
Nov. 24, 2025$0.1320
Oct. 29, 2025$0.1310
Sept. 26, 2025$0.1270
Aug. 27, 2025$0.1510
July 29, 2025$0.1510
June 26, 2025$0.1480
May 28, 2025$0.1550
April 28, 2025$0.1570
March 27, 2025$0.1500
Feb. 26, 2025$0.1420
Jan. 29, 2025$0.0580
Dec. 27, 2024$0.4980
Nov. 26, 2024$0.1610
Oct. 29, 2024$0.1320
Sept. 26, 2024$0.1570
Aug. 28, 2024$0.1630
July 29, 2024$0.1720
June 26, 2024$0.1430
May 29, 2024$0.0540

Institutional owners (13F) 20 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
MANUFACTURERS LIFE INSURANCE COMPANY, THE $63,166,173 63.34% 2,471,000 Shares June 30, 2026
ENVESTNET ASSET MANAGEMENT INC $7,930,499 7.95% 310,234 Shares June 30, 2026
DAYMARK WEALTH PARTNERS, LLC $7,377,885 7.40% 288,616 Shares June 30, 2026
JPMORGAN CHASE & CO $4,650,657 4.66% 181,737 Shares June 30, 2026
NewEdge Wealth, LLC $4,371,843 4.38% 171,022 Shares June 30, 2026
MARATHON ASSET MANAGEMENT LP $2,556,300 2.56% 100,000 Shares June 30, 2026
NewEdge Advisors, LLC $2,095,332 2.10% 81,967 Shares June 30, 2026
Simplicity Wealth,LLC $1,934,924 1.94% 75,692 Shares June 30, 2026
JANE STREET GROUP, LLC $1,602,110 1.61% 62,673 Shares June 30, 2026
&PARTNERS $1,349,054 1.35% 52,301 Shares June 30, 2026
Kensington Asset Management, LLC $646,258 0.65% 25,281 Shares June 30, 2026
CoreCap Advisors, LLC $535,238 0.54% 20,938 Shares June 30, 2026
NICOLET BANKSHARES INC $443,109 0.44% 17,334 Shares June 30, 2026
SigFig Wealth Management, LLC $410,464 0.41% 16,040 Shares June 30, 2026
Envestnet Portfolio Solutions, Inc. $343,413 0.34% 13,434 Shares June 30, 2026
Cetera Investment Advisers $251,051 0.25% 9,821 Shares June 30, 2026
CWM, LLC $47,320 0.05% 1,867 Shares March 31, 2026
ORG Partners LLC $5,785 0.01% 224 Shares Dec. 31, 2025
Sunrise Financial Services, LLC $1,994 0.00% 78 Shares June 30, 2026
AE Wealth Management LLC $684 0.00% 27 Shares June 30, 2026

Peer funds

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