· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $37.25Day −0.49%Off 52W high −9.2%Vol (1Y) 14.5%
Daily closing price, split-adjusted to the current basis; 0.6y shown of 141 bars on file. Sampled to 141 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.4d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
RWLC is not in the screener universe.
| YTD+12.2% |
Total return through 2026-07-29 · series begins 2025-12-19. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)14.5% |
| Ann. volatility (3Y)14.5% |
| Sharpe (1Y)1.37 |
| Sharpe (3Y)1.37 |
| Max drawdown (1Y)−8.5% |
| Max drawdown (3Y)−8.5% |
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 |
|---|---|---|---|---|
| Sowell Financial Services LLC | 808,072 | $26M | — | +6.7% |
| Coppell Advisory Solutions LLC | 94,058 | $3M | — | +15.6% |
| GeoWealth Management, LLC | 73,237 | $2M | — | +5.6% |
| JANE STREET GROUP, LLC | 16,694 | $531,954 | — | −32.9% |
| GOLDMAN SACHS GROUP INC | 14,091 | $449,010 | — | new |
| CITADEL ADVISORS LLC | 14,089 | $448,946 | — | new |
| Cambridge Investment Research Advisors, Inc. | 8,718 | $278,000 | — | −12.4% |
| JPMORGAN CHASE & CO | 882 | $27,439 | — | +0.0% |
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 RWLC.
