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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▼ -7.99%·
Volatility 1Y·
Volatility 3Y·
Max drawdown 3Y ·
Beta 3Y·
Sharpe 1Y*·

Total return is shown once dividend history for this fund has been collected — price return alone would duplicate it misleadingly. 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 (Apr 2026) +$10.4M
Quarter ending Apr 2026 +$10.1M
Trailing 4 months +$11.1M Jan 2026 – Apr 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 912797SV0 $2.9M 12.81 2,950,000 DBT US
First American Government Obli 31846V336 $2.8M 12.26 2,819,284 STIV US
Unknown security · $2.5M 11.09 1 DE US
Unknown security · $2.2M 9.54 1 DE US
Unknown security · $2.0M 8.69 1 DE US
Unknown security · $1.8M 8.00 1 DE US

Sector breakdown

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Other/Unmapped 100.0%

Institutional owners (13F) 8 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
MORGAN STANLEY $1,362,480 35.63% 21,000 Shares June 30, 2026
Optiver Holding B.V. $969,242 25.35% 14,939 Shares June 30, 2026
CITADEL ADVISORS LLC $476,479 12.46% 7,344 Shares June 30, 2026
Jump Financial, LLC $362,420 9.48% 5,586 Shares June 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP $355,283 9.29% 5,476 Shares June 30, 2026
UBS Group AG $296,112 7.74% 4,564 Shares June 30, 2026
HRT FINANCIAL LP $1,502 0.04% 23,163 Shares June 30, 2026
HOLLENCREST CAPITAL MANAGEMENT $324 0.01% 5 Shares June 30, 2026

Peer funds

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