· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $13.88Day −0.50%1Y +38.3%Off 52W high −23.2%Vol (1Y) 33.6%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,044 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.5d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BATT is not in the screener universe.
| YTD+0.6% |
| 1Y+38.3% |
| 3Y+7.4% |
| 5Y−12.2% |
| Since incept. (ann.)−2.3% |
Total return through 2026-07-29 · series begins 2018-06-06. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)33.6% |
| Ann. volatility (3Y)29.2% |
| Sharpe (1Y)1.11 |
| Sharpe (3Y)0.24 |
| Max drawdown (1Y)−23.0% |
| Max drawdown (3Y)−47.6% |
| Beta (3Y vs SPY)1.22 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 601,985 | $9M | — | +55.3% |
| DAVENPORT & Co LLC | 123,881 | $2M | — | new |
| Q3 Asset Management | 102,762 | $2M | — | +1.7% |
| AMERIPRISE FINANCIAL INC | 96,768 | $1M | — | +9.7% |
| HARBOUR INVESTMENTS, INC. | 90,932 | $1M | — | +31806.0% |
| LPL Financial LLC | 85,020 | $1M | — | −3.1% |
| FLOW TRADERS U.S. LLC | 69,487 | $1M | — | new |
| Cetera Investment Advisers | 65,604 | $976,838 | — | +65.1% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for BATT.
