EQTY

Kovitz Core Equity ETF

Jun 16 • 04:00PM ET

27.99

+0.04 0.13 %

Financial • Exchange Traded Fund • USA • NYSE

Category	Global or ExUS Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	14.13%	Total Holdings	45	Perf Week	0.87%
Sponsor	Kovitz	ETF Type		Tags	equity	Return% 3Y	16.45%	AUM	1.38B	Perf Month	3.10%
Fund Family		Bond Type		Tags	convertible-securities	Return% 5Y	-	NAV/sh		Perf Quarter	6.68%
Index	-	Average Maturity		Tags	small-mid-cap	Return% 10Y		52W High	28.17 -0.63%	Perf Half Y	3.86%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	24.00 16.64%	Perf YTD	3.70%
Active/Passive		Quant Type		Tags	-	Flows% 1M	3.49%	Volatility	0.91% 0.76%	Perf Year	14.58%
Dividend TTM	0.01 (0.02%)	ESG Type		Tags	-	Flows% 3M	1.66%	ATR (14)	0.27	Perf 3Y	54.32%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	1.68%	RSI (14)	59.76	Perf 5Y	-
Dividend Gr. 3/5Y	-22.72% -	Structure Type		Region		Flows% 1Y		Beta	0.95	Perf 10Y	-
Expense	0.99%	Growth/Value		SMA20	1.41%	Flows% 3Y		Rel Volume	0.50	Prev Close	27.96
Inverse/Leveraged		Market Cap		SMA50	2.40%	Flows% 5Y		Avg Volume	35.95K	Price	27.99
IPO	Dec 12, 2022	Option/Short	Yes / Yes	SMA200	4.78%	Trades		Volume	17,998	Change	0.13%

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