· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $50.24Day −0.04%1Y +2.6%Off 52W high −1.1%Vol (1Y) 0.9%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,851 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.
MEAR is not in the screener universe.
| YTD+1.2% |
| 1Y+2.6% |
| 3Y+10.7% |
| 5Y+12.9% |
| 10Y+19.1% |
| Since incept. (ann.)+1.7% |
Total return through 2026-07-29 · series begins 2015-03-05. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)0.9% |
| Ann. volatility (3Y)1.0% |
| Sharpe (1Y)2.97 |
| Sharpe (3Y)3.26 |
| Max drawdown (1Y)−0.5% |
| Max drawdown (3Y)−0.9% |
| Beta (3Y vs SPY)0.04 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | 3.3M | $164M | — | +1.4% |
| Rockwood Wealth Management, LLC | 2.3M | $115M | — | +3.9% |
| Resonant Capital Advisors, LLC | 1.7M | $84M | — | +21.4% |
| BANK OF AMERICA CORP /DE/ | 1.4M | $71M | — | +20.9% |
| CAPTRUST FINANCIAL ADVISORS | 1.1M | $54M | — | −27.1% |
| LPL Financial LLC | 759,617 | $38M | — | +12.9% |
| Integrated Wealth Concepts LLC | 657,951 | $33M | — | +0.9% |
| Foster Group, Inc. | 589,876 | $30M | — | +7.1% |
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 MEAR.
