· Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote
Last $13.92Day −0.33%1Y −9.4%Off 52W high −22.1%Vol (1Y) 13.1%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,308 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 cover5.1d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
HYIN is not in the screener universe.
| YTD−7.0% |
| 1Y−9.4% |
| 3Y+3.0% |
| 5Y−3.3% |
| Since incept. (ann.)−0.2% |
Total return through 2026-07-30 · series begins 2021-05-10. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)13.1% |
| Ann. volatility (3Y)14.6% |
| Sharpe (1Y)−0.79 |
| Sharpe (3Y)0.14 |
| Max drawdown (1Y)−15.5% |
| Max drawdown (3Y)−15.8% |
| Beta (3Y vs SPY)0.57 |
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 |
|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 424,306 | $6M | — | +208.9% |
| UHLMANN PRICE SECURITIES, LLC | 98,698 | $1M | — | new |
| Cetera Investment Advisers | 67,011 | $966,298 | — | +17.3% |
| Prospera Financial Services Inc | 23,636 | $340,825 | — | +9.0% |
| Delta Investment Management, LLC | 23,287 | $335,799 | — | +3.8% |
| WealthPLAN Partners, LLC | 19,341 | $278,897 | — | +35.9% |
| Breachway Investments LLC | 19,315 | $276,783 | — | −1.8% |
| OSAIC HOLDINGS, INC. | 10,655 | $153,651 | — | −17.2% |
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 HYIN: 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 HYIN.
