Kovitz Core Equity ETF

Kovitz Core Equity ETF is an actively managed equity fund designed to hold a concentrated portfolio of U.S. and foreign companies that the adviser views as high quality and undervalued. The fund focuses on large- and mid-cap stocks and is built as a core equity allocation, giving investors broad exposure across sectors and regions while maintaining a selective portfolio approach. Kovitz Core Equity ETF invests primarily in equity securities and may include common stocks and related instruments from a range of industries, with meaningful representation in sectors such as financials, technology, health care, and consumer-oriented businesses. Managed by Kovitz, the ETF plays a role in the market as a diversified, stock-based vehicle for accessing globally sourced companies through a single fund structure.