· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $66.87Day +0.72%1Y +20.7%Off 52W high −0.8%Vol (1Y) 13.1%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,945 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 cover1.1d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
DSTL is not in the screener universe.
| YTD+14.2% |
| 1Y+20.7% |
| 3Y+48.0% |
| 5Y+67.8% |
| Since incept. (ann.)+15.2% |
Total return through 2026-07-29 · series begins 2018-10-24. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)13.1% |
| Ann. volatility (3Y)13.9% |
| Sharpe (1Y)1.48 |
| Sharpe (3Y)1.02 |
| Max drawdown (1Y)−8.3% |
| Max drawdown (3Y)−16.9% |
| Beta (3Y vs SPY)0.60 |
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 |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 5.9M | $343M | — | +3.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.8M | $101M | — | −28.0% |
| Abacus Planning Group, Inc. | 1.4M | $83M | — | +1.0% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1.4M | $79M | — | −13.2% |
| Resonant Capital Advisors, LLC | 1.2M | $67M | — | +11.0% |
| AlphaCore Capital LLC | 941,761 | $55M | — | +7.9% |
| Madison Asset Management, LLC | 815,607 | $47M | — | −13.5% |
| Cetera Investment Advisers | 797,262 | $46M | — | −11.6% |
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 DSTL.
