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Kovitz Core Equity ETF

Data quality: 0%

EQTY

AMEX Financial Services Asset Management

$26.48

▼ $0.08 (-0.30%)

Company Details

The fund invests primarily in equity securities of U.S. and foreign companies. Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights or warrants, which give the fund the ability to purchase the common stock, and convertible securities, which are securities that are convertible into the common stock). The fund may invest in companies of any market capitalization, including small- and mid-capitalization companies.

Day Range

—

52-Week Range

—

Volume

—

Open $26.38

50D / 200D Avg

$26.77

1.10% below

50D / 200D Avg

$26.23

0.97% above

Performance

Low (18.3%) ↗ Recovering

▲ 4.40%

▼ -0.97%

▼ -1.37%

▲ 3.78%

YTD

▼ -1.44%

▲ 25.77%

▲ 54.47%

Positive 1W (+4.4%) after negative 1M (-0.97%) — trend may be reversing

Quick Summary

Growth

Revenue Growth (5Y)

N/A

Revenue (1Y)N/A

Earnings (1Y)N/A

FCF Growth (3Y)N/A

Quality

Return on Equity

N/A

ROICN/A

Net MarginN/A

Op. MarginN/A

Safety

Debt / Equity

N/A

Current RatioN/A

Interest CoverageN/A

Valuation

P/E Ratio

N/A

P/B RatioN/A

EV/EBITDAN/A

Dividend YieldN/A

Price History

Peer Comparison

vs Financial Services sector median (2151 peers)

Metric	Stock	Sector Median
P/E	—	11.2
P/B	—	1.2
ROE %	—	9.2
Net Margin %	—	9.4
Rev Growth 5Y %	—	5.8
D/E	—	0.5

Insider Trading Activity

5 transactions

Date	Insider	Type	Shares	Price	Value
Mar 9, 2026	Raymond Charles Bradford	other	135,925	—	—
Mar 9, 2026	Raymond Charles Bradford	grant	60,673	—	—
Feb 27, 2026	Raymond Charles Bradford	grant	26,198	$74.05	$1,939,961.90
Jan 13, 2026	Raymond Charles Bradford	other	52,310	—	—
Aug 19, 2025	Raymond Charles Bradford	sell	10,000	$112.90	$1,129,000.00

ETFs Holding This Stock

DODEX DODEX

0.12% weight

All Fundamental Metrics

Growth
Revenue Growth (1Y)	N/A	Revenue Growth (3Y)	N/A
Earnings Growth (1Y)	N/A	Earnings Growth (3Y)	N/A
Revenue Growth (5Y)	N/A	Earnings Growth (5Y)	N/A
Profitability
Revenue (TTM)	N/A	Net Income (TTM)	N/A
ROE	N/A	ROA	N/A
Gross Margin	N/A	Operating Margin	N/A
Net Margin	N/A	Free Cash Flow (TTM)	N/A
ROIC	N/A	FCF Growth (3Y)	N/A
Safety
Debt / Equity	N/A	Current Ratio	N/A
Interest Coverage	N/A	Asset Turnover	N/A
Working Capital	N/A	Tangible Book Value	N/A
Dividends
Dividend Yield	N/A	Payout Ratio	N/A
Dividend Growth (3Y)	N/A	Dividend Growth (5Y)	N/A
Consecutive Div Years	N/A
Valuation
P/E Ratio	N/A	Forward P/E	N/A
P/B Ratio	N/A	P/S Ratio	N/A
PEG Ratio	N/A	Forward PEG	N/A
EV/EBITDA	N/A	Fwd EV/EBITDA	N/A
Forward P/S	N/A	Fwd Earnings Yield	N/A
FCF Yield	N/A
Market Cap	N/A	Enterprise Value	N/A
Per Share
EPS (Diluted TTM)	N/A	Revenue / Share	N/A
FCF / Share	N/A	OCF / Share	N/A
EPS CAGR (1Y)	N/A	EPS CAGR (5Y)	N/A
EPS CAGR (10Y)	N/A
Efficiency
CapEx / Revenue	N/A	FCF Conversion	N/A
SBC-Adj. FCF	N/A	Growth Momentum	N/A