ERShares Private-Public Crossover ETF

EntrepreneurShares Series Trust · 1 share class

U.S. equity index ETF
One fund, 1 share class:XOVR
$2.19B NAV
32 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

ERShares Private-Public Crossover ETF is a U.S. equity index ETF that tracks the ERShares 30 Total Return Index. 70% of XOVR’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 100% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
ETF
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q2

The ERShares Public-Private Crossover ETF (the ?Fund? or the ?Crossover ETF?) seeks long-term capital appreciation.

Strategy · summarised

The fund invests primarily in companies in the ERShares 30 Total Return Index, a proprietary index constructed using an EF model maintained by ERShares, an affiliate of the fund's adviser.

Expenses
1.81%one share class
Share classExpense ratioAs of
XOVR1.81%2026 Q1

Portfolio turnover 66.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.94%
of net assets
Stocks82.02%
Other17.92%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology30.6%
Other17.9%
Communication Services15.9%
Health Care15.2%
3 smaller20.4%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
70%of stock holdings in top-quartile growers
covering 100% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 8 new9 exited

Largest new: ALAB, TEM, VIRT, DKNG, MPWR

Largest exited: IBKR, ORCL, ZS, COIN, TTD, PATH

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+12.53%
3-year
+73.45%
5-year
+17.58%
Volatility
20.91%
Worst 3-yr fall
-20.87%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
Avg maturity
Flagged holdings
Defaulted: not reported
In arrears: not reported
Paid in kind: not reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Interest-rate duration
0.00 yr
approx. move per 100bp
Credit-spread duration
Not disclosed

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
N/A17.73%$387.74M
Nvidia CorpNVDA9.47%$207.10M
Astera Labs IncALAB7.75%$169.34M
Alphabet IncGOOGL6.52%$142.61M
Meta Platforms IncMETA4.47%$97.69M
Applovin CorpAPP3.95%$86.34M
Natera IncNTRA3.70%$80.87M
Robinhood Markets IncHOOD3.55%$77.71M
Veeva Systems IncVEEV3.17%$69.20M
Reddit IncRDDT2.78%$60.76M
Showing 10 of 32Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 63.08% of net assets, top 25 94.01%, across 30 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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