· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $35.45Day −0.07%1Y +19.3%Off 52W high −3.8%Vol (1Y) 14.2%
Daily closing price, split-adjusted to the current basis; 2.3y shown of 584 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.
INRO is not in the screener universe.
| YTD+10.5% |
| 1Y+19.3% |
| Since incept. (ann.)+16.6% |
Total return through 2026-07-28 · series begins 2024-03-28. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)14.2% |
| Ann. volatility (3Y)17.1% |
| Sharpe (1Y)1.32 |
| Sharpe (3Y)0.99 |
| Max drawdown (1Y)−9.3% |
| Max drawdown (3Y)−20.0% |
| Beta (3Y vs SPY)1.07 |
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 |
|---|---|---|---|---|
| Stonebrook Private Inc. | 391,722 | $12M | — | +0.3% |
| BlackRock, Inc. | 200,000 | $6M | — | +0.0% |
| EQ LLC | 119,023 | $4M | — | +7.3% |
| Concurrent Investment Advisors, LLC | 94,946 | $3M | — | +722.0% |
| ENVESTNET ASSET MANAGEMENT INC | 31,832 | $977,167 | — | +89.8% |
| Spectrum Planning & Advisory Services Inc. | 12,711 | $390,208 | — | −86.2% |
| Imprint Wealth LLC | 2,570 | $78,894 | — | +0.0% |
| Sunbelt Securities, Inc. | 742 | $22,778 | — | +143.3% |
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 INRO.
