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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▲ +10.42%▲ +10.42%
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) -$18.2M
Quarter ending Jun 2026 -$14.3M
Trailing 12 months -$43.6M 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 6 holdings

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NameCUSIPValue%Balance Category Country
TREASURY BILL 912797UP0 $27.5M 57.38 27,500,000 DBT US
Roundhill Magnificent Seven ET 53656G498 $18.0M 37.59 279,823 EC US
Mount Vernon Liquid Assets Portfolio, LLC · $8.5M 17.84 8,540,025 STIV US
First American Government Obli 31846V336 $2.4M 5.07 2,425,221 STIV US
Unknown security · $344K 0.72 1 DE US
Unknown security · -$1.2M -2.41 1 DE US

Sector breakdown

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Other/Unmapped 100.0%

Dividends 2 payments

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2.02%TTM yield
$1.17TTM payout / share
Annual (est.)
Ex-dateAmount / share
Dec. 30, 2025$1.1710
Dec. 30, 2024$0.3960

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
GOLDMAN SACHS GROUP INC $1,348,936 43.59% 26,367 Shares June 30, 2026
Belvedere Trading LLC $532,064 17.19% 10,400 Call option June 30, 2026
CITADEL ADVISORS LLC $434,860 14.05% 8,500 Put option June 30, 2026
Evernest Financial Advisors, LLC $293,403 9.48% 5,735 Shares June 30, 2026
CITADEL ADVISORS LLC $219,988 7.11% 4,300 Call option June 30, 2026
SIMPLEX TRADING, LLC $167,242 5.40% 3,269 Shares June 30, 2026
Physician Wealth Advisors, Inc. $45,373 1.47% 887 Shares June 30, 2026
Capital Investment Advisory Services, LLC $25,580 0.83% 500 Shares June 30, 2026
GROUP ONE TRADING LLC $14,274 0.46% 279 Shares June 30, 2026
Belvedere Trading LLC $5,116 0.17% 100 Put option June 30, 2026
UBS Group AG $2,865 0.09% 56 Shares June 30, 2026
Parallel Advisors, LLC $2,623 0.08% 51 Shares June 30, 2026
Qube Research & Technologies Ltd $1,893 0.06% 37 Shares June 30, 2026
FLOW TRADERS U.S. LLC $225 0.01% 4,403 Shares June 30, 2026
HBC Financial Services, PLLC $6 0.00% 150 Shares Dec. 31, 2024
Steward Partners Investment Advisory, LLC $5 0.00% 0 Shares June 30, 2026

Peer funds

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