· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $43.91Day −1.22%1Y +15.5%Off 52W high −3.9%Vol (1Y) 11.4%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,363 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 cover5.3d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
EAOA is not in the screener universe.
| YTD+7.1% |
| 1Y+15.5% |
| 3Y+49.1% |
| 5Y+44.2% |
| Since incept. (ann.)+8.4% |
Total return through 2026-07-29 · series begins 2021-02-22. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)11.4% |
| Ann. volatility (3Y)12.0% |
| Sharpe (1Y)1.33 |
| Sharpe (3Y)1.18 |
| Max drawdown (1Y)−8.2% |
| Max drawdown (3Y)−13.8% |
| Beta (3Y vs SPY)0.80 |
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 |
|---|---|---|---|---|
| Cardinal Point Capital Management ULC | 33,540 | $1M | — | +0.2% |
| CITADEL ADVISORS LLC | 14,448 | $585,670 | — | +63.0% |
| JPMORGAN CHASE & CO | 11,694 | $462,643 | — | +0.8% |
| OSAIC HOLDINGS, INC. | 9,012 | $365,333 | — | −1.3% |
| Moss Adams Wealth Advisors LLC | 8,435 | $341,939 | — | new |
| SAX WEALTH ADVISORS, LLC | 7,795 | $322,556 | — | +0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,569 | $306,820 | — | new |
| Westmount Partners, LLC | 5,896 | $239,021 | — | +2.8% |
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 EAOA.
