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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▲ +0.91%▲ +0.91%
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 -$1.9M
Trailing 12 months +$2.9M 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 58 holdings

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NameCUSIPValue%Balance Category Country
FULL TRUCK ALLIANCE CO LTD 35969L108 $178K 0.37 21,880 EC KY
FLAT GLASS GROUP CO LTD · $162K 0.34 199,000 EC CN
BANK RAKYAT INDONESIA (PERSERO) TBK · $162K 0.34 1,060,500 EC ID
BYD COMPANY LTD · $137K 0.28 14,800 EC CN
HONG KONG EXCHANGES AND CLEARING LTD · $125K 0.26 2,700 EC HK
HIKMA PHARMACEUTICALS PLC · $108K 0.22 5,347 EC GB
MEDLIVE TECHNOLOGY CO LTD · $108K 0.22 124,000 EC KY
NAM LONG INVESTMENT CORP · $74K 0.15 74,734 EC VN

Sector breakdown

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Technology 9.3%
Healthcare 2.2%
Financials 0.8%
Industrials 0.4%
Other/Unmapped 87.4%

Dividends 3 payments

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5.04%TTM yield
$2.03TTM payout / share
Annual (est.)
Ex-dateAmount / share
Dec. 17, 2025$2.0260
Dec. 18, 2024$0.7980
Dec. 14, 2023$0.0060

Institutional owners (13F) 16 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
First Pacific Financial $22,967,169 62.20% 540,400 Shares June 30, 2026
RWA WEALTH PARTNERS, LLC $4,415,904 11.96% 103,903 Shares June 30, 2026
BSW Wealth Partners $2,172,440 5.88% 51,116 Shares June 30, 2026
PFG Investments, LLC $1,414,634 3.83% 33,285 Shares June 30, 2026
MORGAN STANLEY $1,303,272 3.53% 30,665 Shares June 30, 2026
SILVER OAK SECURITIES, INCORPORATED $982,097 2.66% 23,108 Shares June 30, 2026
CITADEL ADVISORS LLC $786,511 2.13% 18,506 Shares June 30, 2026
OLD MISSION CAPITAL LLC $567,039 1.54% 13,342 Shares June 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP $497,679 1.35% 11,710 Shares June 30, 2026
EP Wealth Advisors, LLC $380,923 1.03% 8,963 Shares June 30, 2026
LongView Asset Management LLC $359,440 0.97% 12,673 Shares Dec. 31, 2025
JANE STREET GROUP, LLC $313,567 0.85% 7,378 Shares June 30, 2026
Rollins Financial Advisors, LLC $307,532 0.83% 7,236 Shares June 30, 2026
Dynamic Advisor Solutions LLC $303,877 0.82% 7,150 Shares June 30, 2026
Sankala Group LLC $147,598 0.40% 3,773 Shares June 30, 2026
UBS Group AG $7,565 0.02% 178 Shares June 30, 2026

Peer funds

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