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SQLV

Royce Quant Small-Cap Quality Value ETF
1W: +2.0% 1M: +6.0% 3M: +16.2% YTD: +17.0% 1Y: +26.9% 3Y: +43.7% 5Y: +38.4%
$50.59
+0.55 (+1.10%)
 
Weekly Expected Move ±2.4%
$46 $48 $49 $50 $51
ETF NASDAQ · AUM $27.6M
Key Statistics
AUM$28M
Holdings308
Top 10 Wt8.3%
Volume475
Avg Volume1,023
Beta1.05
Portfolio Fundamentals
P/E17.7
P/B2.2
Div Yield1.54%
ROE10.8%
% Profitable76%
Inception2017-07-13
Sector Allocation
Healthcare 18.6%
Financial Services 18.0%
Technology 17.6%
Consumer Cyclical 13.1%
Industrials 11.5%
Consumer Defensive 7.3%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 VICTORY CAPITAL HOLDING - A VCTR 1.02% $277,381 3,130
2 OSCAR HEALTH INC - CLASS A OSCR 1.00% $273,044 10,031
3 IRIDIUM COMMUNICATIONS INC IRDM 0.92% $250,260 5,549
4 PENGUIN SOLUTIONS INC PENG 0.89% $242,997 3,939
5 FEDERATED HERMES INC FHI 0.79% $214,400 3,719
6 NWPX INFRASTRUCTURE INC NWPX 0.76% $206,214 1,673
7 CORCEPT THERAPEUTICS INC CORT 0.75% $203,799 2,630
8 SM ENERGY CO SM 0.71% $194,468 6,257
9 INTERNATIONAL BANCSHARES CRP IBOC 0.70% $190,147 2,553
10 CRESCENT ENERGY INC-A CRGY 0.66% $179,333 15,676

Recent Holding Changes

Date Holding Change Details
2026-06-12 DTRXX Changed 115469 → 103163
2026-06-12 EFOR New
2026-06-12 ASGN Removed
2026-06-11 DTRXX Changed 230091 → 115469
2026-06-11 CPRX Changed 8602 → 4301

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