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SPZCOKRMAData at close 2026-07-28

· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote

Last $47.43Day +0.25%1Y +17.0%Off 52W high −3.3%Vol (1Y) 12.6%

Price2023-07-28 → 2026-07-28

KRMA close: $32.1 on 2023-07-28 to $47.4 on 2026-07-28.

Daily closing price, split-adjusted to the current basis; 3y shown of 2,522 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.

At a glance

Days to cover1.0d

Short interest is FINRA semi-monthly, settlement 2026-07-15.

Key fundamentals

KRMA is not in the screener universe.

Trailing returns

YTD+9.6%

1Y+17.0%

3Y+54.9%

5Y+57.3%

10Y+254.1%

Since incept. (ann.)+13.5%

Total return through 2026-07-28 · series begins 2016-07-12. Only the windows this history actually covers are shown.

Risk

Ann. volatility (1Y)12.6%

Ann. volatility (3Y)15.0%

Sharpe (1Y)1.33

Sharpe (3Y)1.08

Max drawdown (1Y)−8.6%

Max drawdown (3Y)−19.4%

Beta (3Y vs SPY)0.98

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.

Top institutional holders13F 2026-Q1

Manager	Shares	Value	% sh out	QoQ
MORGAN STANLEY	1.0M	$43M	—	−3.8%
LPL Financial LLC	84,763	$4M	—	+0.7%
ROYAL BANK OF CANADA	67,776	$3M	—	−32.1%
Independent Advisor Alliance	55,025	$2M	—	new
Kingsview Wealth Management, LLC	33,840	$1M	—	+5.9%
OSAIC HOLDINGS, INC.	30,674	$1M	—	+3.5%
Napier Financial, LLC	28,387	$1M	—	new
Wealthfront Advisers LLC	28,058	$1M	—	+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. % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.

Latest reported quarters

No reported quarters on file for KRMA.

Basis & disclosures

End-of-day only. Every price on this sheet is a stored CLOSE — the last one is 2026-07-28. Nothing here is live, intraday or delayed-real-time, and the sheet does not update after it is printed.
Nothing is imputed. A figure that is not in the underlying filing or feed renders as “—”. We never fill a gap with an estimate, a peer median or a carried-forward value.
Mixed as-of dates by design. Prices are at the last close; fundamentals are at the latest reported fiscal period; 13F ownership is at the latest filed quarter (45+ days in arrears); short interest is the latest FINRA settlement. Each block states its own basis above.
Not investment advice. Model fair values, reverse-DCF grades and confidence labels are the output of published, disclosed methods on public filings — they are analysis, not a recommendation, a price target or a solicitation.
Fundamentals and ownership derive from SEC EDGAR (and equivalent foreign registers); prices from a licensed end-of-day vendor, shown under a neutral source label. Full methodology at spzco.com/methodology.