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Performance as of Sept. 4, 2026

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PeriodPrice returnTotal return
1M··
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▼ -0.01%▼ -0.01%
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) +$15K
Quarter ending Jun 2026 +$8.1M
Trailing 12 months +$16.1M 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 5 holdings · Category: DBT

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NameCUSIPValue%Balance Country
United States of America 91282CDC2 $4.0M 21.99 3,269,000 US
United States of America 91282CFR7 $3.7M 20.30 3,269,000 US
United States of America 91282CJH5 $3.6M 19.94 3,269,000 US
United States of America 91282CLV1 $3.4M 19.07 3,269,000 US
United States of America 91282CPH8 $3.3M 18.14 3,269,000 US

Sector breakdown

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Other/Unmapped 100.0%

Dividends 8 payments

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3.98%TTM yield
$3.94TTM payout / share
Monthly (est.)
Ex-dateAmount / share
Aug. 3, 2026$0.6770
July 1, 2026$1.0160
June 1, 2026$0.7560
May 1, 2026$0.4980
April 1, 2026$0.1530
Dec. 19, 2025$0.3290
Dec. 1, 2025$0.3610
Nov. 3, 2025$0.1470

Institutional owners (13F) 4 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
NORTHERN TRUST CORP $13,744,387 80.09% 137,245 Shares June 30, 2026
CITADEL ADVISORS LLC $2,445,639 14.25% 24,421 Shares June 30, 2026
JANE STREET GROUP, LLC $971,606 5.66% 9,702 Shares June 30, 2026
UBS Group AG $100 0.00% 1 Shares June 30, 2026

Peer funds

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