· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $30.31Day −1.40%1Y +21.8%Off 52W high −5.1%Vol (1Y) 18.6%
Daily closing price, split-adjusted to the current basis; 0.8y shown of 874 bars on file. Sampled to 198 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.
ESSC is not in the screener universe.
| YTD+17.5% |
| 1Y+21.8% |
| 3Y+21.8% |
| 5Y+201.4% |
| Since incept. (ann.)+20.4% |
Total return through 2026-07-29 · series begins 2020-03-20. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)18.6% |
| Ann. volatility (3Y)18.6% |
| Sharpe (1Y)1.45 |
| Sharpe (3Y)1.45 |
| Max drawdown (1Y)−9.5% |
| Max drawdown (3Y)−9.5% |
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 |
|---|---|---|---|---|
| Strategic Equity Management | 413,836 | $11M | — | +173.2% |
| MONEYWISE, INC. | 193,800 | $5M | — | +199.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 111,985 | $3M | — | +46.4% |
| PAX Financial Group, LLC | 48,128 | $1M | — | +0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 38,333 | $1M | — | new |
| CreativeOne Wealth, LLC | 35,647 | $932,526 | — | new |
| EverSource Wealth Advisors, LLC | 19,893 | $520,401 | — | +76.5% |
| First Heartland Consultants, Inc. | 13,615 | $356,168 | — | +4.0% |
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 ESSC.
