EQTY · Kovitz Core Equity ETF
$29.99
+0.01 (+0.02%)
At close · Aug 14
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$29.99
Open$29.96
Day$29.96–30.00
52W close$24.80–29.99
Avg vol 30d19K
Short int7K · 1.0d
Short vol59%
DataDec 2022–Aug 2026
Equibles Rating
blended score · not investment adviceOverall
Strong Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Bearish
Fundamentals
Limited
Quant / Vol
Very Low
Market backdrop
VIX 14.3 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+10%
above
Price vs 50-day avg
+5%
above
RSI (14)
72
overbought
MACD trend
Positive
52-week position
100%
near high
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+5%
trailing
6-month return
+12%
trailing
YTD return
+11%
this year
Relative strength
−2%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $28 › 200d $27 — 50d above 200d
Institutional flow
Flat
No 13F holder data
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
▲ +403.6% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
No 13F holder history
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
13%
annualized · 1-yr
Max drawdown
−12%
past year
ATR
0.7%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+10%
Bullish
Price vs 50-day avg
+5%
Bullish
RSI (14)
72
Bearish
MACD trend
Positive
Bullish
52-week position
100%
Bullish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 1 of 6
Trend (MA cross)
No cross
50d $28 › 200d $27 — 50d above 200d
Institutional flow
Flat
No 13F holder data
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
▲ +403.6% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
No 13F holder history
Price context
position in its 52-week range
Range low $25
Now $30 · 100%
Range high $30
vs 200-day avg +10%
vs 50-day avg +5%
Illustrative technical + ownership context — a signal mix, not investment advice.
At a glance
key data from every sectionShort & Settlement
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EQTY | +0.4% | +4.9% | +11.8% | +3.2% | +11.1% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -0.1% | +0.5% | -1.9% | -0.7% | -2.8% |
Capital returns
Latest dividend
$0.006
/ share · ex Dec 26, 2025
Paid (TTM)
$0.006
/ share · 1 payout
Dividend yield (TTM, derived)
— · history filling in
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1437249