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SQLV

Royce Quant Small-Cap Quality Value ETF
1W: +0.9% 1M: -0.5% 3M: +2.9% YTD: +11.0% 1Y: +22.8% 3Y: +45.8% 5Y: +33.5%
$48.35
+1.07 (+2.26%)
 
Weekly Expected Move ±1.8%
$45 $46 $47 $48 $48
ETF NASDAQ · AUM $26.7M
Key Statistics
AUM$27M
Holdings308
Top 10 Wt8.2%
Volume646
Avg Volume1,216
Beta1.07
Portfolio Fundamentals
P/E16.4
P/B2.1
Div Yield1.61%
ROE10.6%
% Profitable76%
Inception2017-07-13
Sector Allocation
Healthcare 18.7%
Financial Services 18.5%
Technology 17.3%
Consumer Cyclical 12.7%
Industrials 10.9%
Consumer Defensive 7.6%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 VICTORY CAPITAL HOLDING - A VCTR 1.00% $257,756 3,130
2 OSCAR HEALTH INC - CLASS A OSCR 0.96% $245,960 10,031
3 IRIDIUM COMMUNICATIONS INC IRDM 0.94% $241,770 5,549
4 SM ENERGY CO SM 0.84% $214,740 6,257
5 CRESCENT ENERGY INC-A CRGY 0.84% $215,075 15,676
6 FEDERATED HERMES INC FHI 0.78% $199,785 3,719
7 INTERNATIONAL BANCSHARES CRP IBOC 0.71% $183,076 2,553
8 H&R BLOCK INC HRB 0.71% $182,485 4,702
9 PENGUIN SOLUTIONS INC PENG 0.71% $182,258 3,939
10 NWPX INFRASTRUCTURE INC NWPX 0.70% $179,346 1,673

Recent Holding Changes

Date Holding Change Details
2026-05-22 OMI New
2026-05-22 ACH Removed
2026-05-22 DTRXX Changed 166984 → 64483
2026-05-21 DTRXX Changed 64220 → 166984
2026-05-21 DXC Changed 11809 → 17542

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms