· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $27.53Day +0.51%1Y +6.0%Off 52W high −11.1%Vol (1Y) 22.1%
Daily closing price, split-adjusted to the current basis; 3y shown of 944 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.
MCH is not in the screener universe.
| YTD−2.4% |
| 1Y+6.0% |
| 3Y+22.6% |
| Since incept. (ann.)+10.5% |
Total return through 2026-07-29 · series begins 2022-10-18. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)22.1% |
| Ann. volatility (3Y)28.3% |
| Sharpe (1Y)0.38 |
| Sharpe (3Y)0.39 |
| Max drawdown (1Y)−15.0% |
| Max drawdown (3Y)−30.6% |
| Beta (3Y vs SPY)0.62 |
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 |
|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | 117,375 | $3M | — | +30.5% |
| Welch Financial Planning, LLC | 79,924 | $2M | — | +0.0% |
| Summit Place Financial Advisors, LLC | 73,845 | $2M | — | +17.4% |
| Merkkuri Wealth Advisors LLC | 71,289 | $2M | — | +1.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,389 | $721,013 | — | −4.5% |
| Chicago Partners Investment Group LLC | 19,072 | $543,387 | — | +0.0% |
| J.E. Simmons & Co., P.C. | 19,252 | $506,807 | — | −29.5% |
| Kestra Advisory Services, LLC | 16,258 | $427,998 | — | −2.5% |
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 MCH.
