· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $24.89Day −0.55%1Y +7.0%Off 52W high −3.7%Vol (1Y) 5.5%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,331 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 cover2.3d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
EMHC is not in the screener universe.
| YTD+0.6% |
| 1Y+7.0% |
| 3Y+23.9% |
| 5Y+6.1% |
| Since incept. (ann.)+1.7% |
Total return through 2026-07-29 · series begins 2021-04-07. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)5.5% |
| Ann. volatility (3Y)7.1% |
| Sharpe (1Y)1.33 |
| Sharpe (3Y)1.06 |
| Max drawdown (1Y)−4.4% |
| Max drawdown (3Y)−7.7% |
| Beta (3Y vs SPY)0.42 |
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 |
|---|---|---|---|---|
| LPL Financial LLC | 1.5M | $36M | — | +8.8% |
| ENVESTNET ASSET MANAGEMENT INC | 763,231 | $19M | — | +26.6% |
| Envestnet Portfolio Solutions, Inc. | 672,315 | $17M | — | +19.2% |
| ASSETMARK, INC | 542,060 | $13M | — | +0.5% |
| Cerity Partners LLC | 361,811 | $9M | — | new |
| Aspire Private Capital, LLC | 227,640 | $6M | — | +3.8% |
| Strategic Financial Planning, Inc. | 30,259 | $4M | — | new |
| PARK AVENUE SECURITIES LLC | 148,929 | $4M | — | +9.5% |
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 EMHC.
