· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $35.99Day −0.57%1Y +9.2%Off 52W high −0.9%Vol (1Y) 4.3%
Daily closing price, split-adjusted to the current basis; 3y shown of 843 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 cover2.1d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
MARW is not in the screener universe.
| YTD+4.8% |
| 1Y+9.2% |
| 3Y+34.0% |
| Since incept. (ann.)+11.6% |
Total return through 2026-07-29 · series begins 2023-03-15. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)4.3% |
| Ann. volatility (3Y)6.1% |
| Sharpe (1Y)2.09 |
| Sharpe (3Y)1.63 |
| Max drawdown (1Y)−3.4% |
| Max drawdown (3Y)−7.6% |
| Beta (3Y vs SPY)0.36 |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 235,301 | $8M | — | +8.9% |
| LPL Financial LLC | 187,538 | $6M | — | +71.7% |
| OSAIC HOLDINGS, INC. | 176,917 | $6M | — | +17.8% |
| Allianz SE | 154,690 | $5M | — | +2993.8% |
| Kestra Advisory Services, LLC | 137,428 | $5M | — | +41.7% |
| Cetera Investment Advisers | 92,049 | $3M | — | +10.9% |
| Westshore Wealth, LLC | 70,675 | $2M | — | new |
| RAYMOND JAMES FINANCIAL INC | 61,201 | $2M | — | +15.6% |
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 MARW.
