· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $55.65Day −1.14%1Y +23.3%Off 52W high −13.8%Vol (1Y) 31.7%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,599 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.
LRNZ is not in the screener universe.
| YTD+16.8% |
| 1Y+23.3% |
| 3Y+66.0% |
| 5Y+21.4% |
| Since incept. (ann.)+13.1% |
Total return through 2026-07-29 · series begins 2020-03-02. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)31.7% |
| Ann. volatility (3Y)31.0% |
| Sharpe (1Y)0.78 |
| Sharpe (3Y)0.73 |
| Max drawdown (1Y)−26.9% |
| Max drawdown (3Y)−33.1% |
| Beta (3Y vs SPY)1.89 |
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 |
|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 17,134 | $816,558 | — | +0.0% |
| Authentikos Wealth Advisory, LLC | 17,490 | $699,939 | — | +36.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,845 | $634,107 | — | new |
| WEDBUSH SECURITIES INC | 13,903 | $556,000 | — | −18.7% |
| Brookstone Capital Management | 13,706 | $548,506 | — | new |
| Sloy Dahl & Holst, LLC | 8,175 | $327,159 | — | +3.2% |
| Cetera Investment Advisers | 8,009 | $320,515 | — | +15.9% |
| Acorn Wealth Advisors, LLC | 6,545 | $261,927 | — | −0.9% |
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 LRNZ.
