· Prices AT CLOSE 2026-07-27 (USD) — end-of-day, never a live or intraday quote
Last $33.80Day −0.01%1Y +6.2%Off 52W high −0.1%Vol (1Y) 2.5%
Daily closing price, split-adjusted to the current basis; 1.4y shown of 354 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 cover20.2d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
DECM is not in the screener universe.
| YTD+2.9% |
| 1Y+6.2% |
| Since incept. (ann.)+6.0% |
Total return through 2026-07-27 · series begins 2024-12-23. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)2.5% |
| Ann. volatility (3Y)3.5% |
| Sharpe (1Y)2.55 |
| Sharpe (3Y)1.92 |
| Max drawdown (1Y)−1.7% |
| Max drawdown (3Y)−3.0% |
| Beta (3Y vs SPY)0.18 |
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 |
|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | 541,614 | $18M | — | +81.9% |
| Capasso Planning Partners LLC | 74,404 | $2M | — | new |
| Kestra Advisory Services, LLC | 60,299 | $2M | — | −19.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 58,018 | $2M | — | +0.7% |
| ENVESTNET ASSET MANAGEMENT INC | 33,953 | $1M | — | −1.7% |
| Mariner, LLC | 29,814 | $973,964 | — | −3.8% |
| Atria Investments, Inc | 29,814 | $973,964 | — | −3.8% |
| Madrona Financial Services, LLC | 26,158 | $854,530 | — | +0.0% |
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 DECM.
