· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $29.34Day −1.22%1Y +39.8%Off 52W high −1.5%Vol (1Y) 18.3%
Daily closing price, split-adjusted to the current basis; 3y shown of 843 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 cover1.5d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BSVO is not in the screener universe.
| YTD+25.9% |
| 1Y+39.8% |
| 3Y+57.3% |
| Since incept. (ann.)+18.5% |
Total return through 2026-07-29 · series begins 2023-03-15. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)18.3% |
| Ann. volatility (3Y)21.3% |
| Sharpe (1Y)1.89 |
| Sharpe (3Y)0.83 |
| Max drawdown (1Y)−8.3% |
| Max drawdown (3Y)−28.7% |
| Beta (3Y vs SPY)0.93 |
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 |
|---|---|---|---|---|
| Focus Partners Wealth | 37.3M | $945M | — | +2.4% |
| Focus Partners Advisor Solutions, LLC | 20.1M | $511M | — | +2.6% |
| Peirce Capital Management, LLC | 1.8M | $46M | — | −0.9% |
| Squire Investment Management Company, LLC | 1.7M | $43M | — | +9.9% |
| KEB ASSET MANAGEMENT, LLC | 1.6M | $41M | — | −0.3% |
| Kaufman Rossin Wealth, LLC | 1.3M | $32M | — | +2.9% |
| CLARIS ADVISORS, LLC / MO / | 1.2M | $31M | — | +0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1.2M | $29M | — | −0.1% |
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 BSVO.
