· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $36.77Day −0.99%1Y +12.3%Off 52W high −3.4%Vol (1Y) 9.1%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,362 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.
EAOR is not in the screener universe.
| YTD+5.3% |
| 1Y+12.3% |
| 3Y+39.1% |
| 5Y+31.5% |
| Since incept. (ann.)+6.3% |
Total return through 2026-07-29 · series begins 2021-02-22. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)9.1% |
| Ann. volatility (3Y)9.6% |
| Sharpe (1Y)1.36 |
| Sharpe (3Y)1.21 |
| Max drawdown (1Y)−6.6% |
| Max drawdown (3Y)−10.3% |
| Beta (3Y vs SPY)0.66 |
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 | 61,570 | $2M | — | −0.1% |
| Bond & Devick Financial Network, Inc. | 28,962 | $1M | — | +76.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,567 | $611,455 | — | +62.8% |
| CITADEL ADVISORS LLC | 12,064 | $419,912 | — | +88.3% |
| Richard Bernstein Advisors LLC | 11,684 | $406,699 | — | +177.8% |
| AdvisorNet Financial, Inc | 10,681 | $371,774 | — | +83.6% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6,990 | $243,301 | — | −0.0% |
| Sequoia Financial Advisors, LLC | 6,414 | $223,253 | — | +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 EAOR.
