· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $29.01Day −0.65%1Y +16.7%Off 52W high −10.7%Vol (1Y) 16.8%
Daily closing price, split-adjusted to the current basis; 1.7y shown of 421 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 cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BIDD is not in the screener universe.
| YTD+6.8% |
| 1Y+16.7% |
| Since incept. (ann.)+14.5% |
Total return through 2026-07-29 · series begins 2024-11-18. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)16.8% |
| Ann. volatility (3Y)17.4% |
| Sharpe (1Y)0.98 |
| Sharpe (3Y)0.88 |
| Max drawdown (1Y)−12.3% |
| Max drawdown (3Y)−15.1% |
| Beta (3Y vs SPY)0.72 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 935,756 | $27M | — | +9.3% |
| MORGAN STANLEY | 916,096 | $26M | — | −0.1% |
| Vertex Planning Partners, LLC | 535,009 | $15M | — | +3.2% |
| LPL Financial LLC | 508,985 | $14M | — | −36.5% |
| MML INVESTORS SERVICES, LLC | 467,005 | $13M | — | −14.7% |
| ENVESTNET ASSET MANAGEMENT INC | 436,985 | $12M | — | −33.2% |
| RAYMOND JAMES FINANCIAL INC | 370,199 | $11M | — | −29.7% |
| JPMORGAN CHASE & CO | 346,581 | $10M | — | +21.0% |
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 BIDD.
