OTC · CIK 1830056 · Prices AT CLOSE 2026-07-27 (USD) — end-of-day, never a live or intraday quote
Last $34.32Day +0.53%Off 52W high −23.1%Vol (1Y) 62.3%
Daily closing price, split-adjusted to the current basis; 0.4y shown of 112 bars on file. Sampled to 112 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.
SMERY is not in the screener universe.
No return windows available for SMERY.
| Ann. volatility (1Y)62.3% |
| Ann. volatility (3Y)62.3% |
| Sharpe (1Y)0.37 |
| Sharpe (3Y)0.37 |
| Max drawdown (1Y)−28.1% |
| Max drawdown (3Y)−28.1% |
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 |
|---|---|---|---|---|
| BESSEMER GROUP INC | 60,862 | $10M | — | new |
| L & S Advisors Inc | 26,154 | $4M | — | new |
| Telligent Fund, LP | 15,000 | $3M | — | new |
| Pinnacle Wealth Management Advisory Group, LLC | 12,397 | $2M | — | new |
| RHUMBLINE ADVISERS | 12,120 | $2M | — | new |
| Myriad Asset Management US LP | 5,559 | $938,000 | — | new |
| GAMMA Investing LLC | 4,730 | $798,046 | — | new |
| Ascentis Independent Advisors | 2,263 | $381,812 | — | new |
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 SMERY.
