· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $50.23Day −1.76%1Y +21.0%Off 52W high −4.2%Vol (1Y) 17.0%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,534 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 cover1.5d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
NUSC is not in the screener universe.
| YTD+12.5% |
| 1Y+21.0% |
| 3Y+33.8% |
| 5Y+27.0% |
| Since incept. (ann.)+12.7% |
Total return through 2026-07-29 · series begins 2020-06-02. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)17.0% |
| Ann. volatility (3Y)19.5% |
| Sharpe (1Y)1.19 |
| Sharpe (3Y)0.61 |
| Max drawdown (1Y)−10.1% |
| Max drawdown (3Y)−27.0% |
| Beta (3Y vs SPY)1.13 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3.9M | $175M | — | −37.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.7M | $78M | — | +16.3% |
| Abacus Wealth Partners, LLC | 1.4M | $65M | — | +2.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.3M | $57M | — | new |
| ROYAL BANK OF CANADA | 1.1M | $48M | — | +1.9% |
| MORGAN STANLEY | 1.0M | $47M | — | −2.1% |
| MISSION WEALTH MANAGEMENT, LP | 830,709 | $37M | — | +1.5% |
| LPL Financial LLC | 819,749 | $37M | — | +36.9% |
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 NUSC.
