· Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote
Last $11.46Day −0.13%1Y +3.7%Off 52W high −7.3%Vol (1Y) 9.6%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,891 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 cover2.9d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
HIPS is not in the screener universe.
| YTD+3.6% |
| 1Y+3.7% |
| 3Y+26.5% |
| 5Y+22.5% |
| 10Y+61.9% |
| Since incept. (ann.)+3.9% |
Total return through 2026-07-30 · series begins 2015-01-09. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)9.6% |
| Ann. volatility (3Y)11.8% |
| Sharpe (1Y)0.38 |
| Sharpe (3Y)0.73 |
| Max drawdown (1Y)−6.2% |
| Max drawdown (3Y)−15.4% |
| Beta (3Y vs SPY)0.44 |
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 | 399,637 | $5M | — | +5.4% |
| Ethos Financial Group, LLC | 245,338 | $3M | — | +0.0% |
| Cornerstone Wealth Management, LLC | 118,141 | $1M | — | +0.2% |
| Camarda Financial Advisors, LLC | 86,101 | $994,815 | — | +0.5% |
| Private Advisor Group, LLC | 78,800 | $910,455 | — | +0.6% |
| Cetera Investment Advisers | 64,659 | $747,069 | — | −22.9% |
| Wealthcare Advisory Partners LLC | 48,959 | $565,668 | — | +1.3% |
| OSAIC HOLDINGS, INC. | 46,246 | $534,152 | — | −1.5% |
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. % of shares outstanding is not shown for HIPS: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
No reported quarters on file for HIPS.
