· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $36.09Day +0.78%1Y +20.4%Off 52W high −0.3%Vol (1Y) 10.4%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,855 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.
EVUS is not in the screener universe.
| YTD+13.5% |
| 1Y+20.4% |
| 3Y+50.8% |
| 5Y+1017697.5% |
| 10Y+12889578.6% |
| Since incept. (ann.)+194.1% |
Total return through 2026-07-28 · series begins 2016-07-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)10.4% |
| Ann. volatility (3Y)12.5% |
| Sharpe (1Y)1.86 |
| Sharpe (3Y)1.18 |
| Max drawdown (1Y)−7.7% |
| Max drawdown (3Y)−15.6% |
| Beta (3Y vs SPY)0.79 |
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 3.0M | $97M | — | −9.0% |
| JPMORGAN CHASE & CO | 1.5M | $47M | — | +233.9% |
| LPL Financial LLC | 773,213 | $25M | — | −3.1% |
| Envestnet Portfolio Solutions, Inc. | 580,773 | $18M | — | −12.8% |
| PARK AVENUE SECURITIES LLC | 295,814 | $9M | — | −10.6% |
| Lido Advisors, LLC | 230,836 | $7M | — | −0.9% |
| Cetera Investment Advisers | 194,564 | $6M | — | −10.0% |
| CWM, LLC | 156,705 | $5M | — | +3.7% |
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 EVUS.
