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Performance as of Sept. 10, 2026

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PeriodPrice returnTotal return
1M··
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▼ -12.41%▼ -11.02%
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) +$989K
Quarter ending Jun 2026 +$12.5M
Trailing 9 months +$19.3M Oct 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

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NameCUSIPValue%Balance Category Country
TREASURY BILL 912797UW5 $17.1M 104.64 17,215,000 DBT US
Unknown security · $583K 3.56 1,810 DE US
First American Government Obli 31846V336 $403K 2.46 402,691 STIV US
Unknown security · -$5K -0.03 -905 DE US
Unknown security · -$1.6M -9.98 -1,810 DE US

Sector breakdown

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Other/Unmapped 100.0%

Dividends 42 payments

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36.04%TTM yield
$6.76TTM payout / share
Weekly (est.)
Ex-dateAmount / share
Sept. 1, 2026$0.1100
Aug. 25, 2026$0.1970
Aug. 18, 2026$0.1310
Aug. 11, 2026$0.1120
Aug. 4, 2026$0.1520
July 28, 2026$0.0950
July 21, 2026$0.1040
July 14, 2026$0.1320
July 7, 2026$0.1160
June 30, 2026$0.1400
June 23, 2026$0.1120
June 16, 2026$0.1050
June 9, 2026$0.2570
June 2, 2026$0.2630
May 27, 2026$0.3810
May 19, 2026$0.1360
May 12, 2026$0.4030
May 5, 2026$0.1730
April 28, 2026$0.1420
April 21, 2026$0.1020
April 14, 2026$0.1390
April 7, 2026$0.1190
March 31, 2026$0.2210
March 24, 2026$0.1550
March 17, 2026$0.3620
March 10, 2026$0.1570
March 3, 2026$0.1570
Feb. 24, 2026$0.3700
Feb. 18, 2026$0.1960
Feb. 10, 2026$0.0970
Feb. 3, 2026$0.0930
Jan. 27, 2026$0.1070
Jan. 21, 2026$0.1430
Jan. 13, 2026$0.0970
Jan. 6, 2026$0.0860
Dec. 30, 2025$0.0870
Dec. 23, 2025$0.0970
Dec. 16, 2025$0.0920
Dec. 9, 2025$0.0910
Dec. 2, 2025$0.1470
Nov. 25, 2025$0.3020
Nov. 18, 2025$0.0830

Institutional owners (13F) 5 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
OLD MISSION CAPITAL LLC $718,900 53.31% 32,500 Shares June 30, 2026
CITADEL ADVISORS LLC $302,845 22.46% 13,691 Shares June 30, 2026
JANE STREET GROUP, LLC $228,964 16.98% 10,351 Shares June 30, 2026
UBS Group AG $95,647 7.09% 4,324 Shares June 30, 2026
GROUP ONE TRADING LLC $2,212 0.16% 100 Shares June 30, 2026

Peer funds

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