JMSB John Marshall Bancorp, Inc. - Common Stock
JMSB Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
JMSB Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
| Ex-Datum | Betrag |
|---|---|
| 5. August 2026 | $0,1000 |
| 13. Mai 2026 | $0,0900 |
| 11. Februar 2026 | $0,0900 |
| 27. Juni 2025 | $0,3000 |
| 28. Juni 2024 | $0,2500 |
| 26. Juni 2023 | $0,2200 |
| 9. Mai 2022 | $0,2000 |
JMSB Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
- Starker Kauf 3 37,5%
- Kauf 4 50,0%
- Halten 1 12,5%
- Verkauf 0 0,0%
- Starker Verkauf 0 0,0%
12-Monats-Kursziel
2 Analysten · 2026-08-13Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
| Zeitraum | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|
| 30. Juni 2026 | $0.50 | $0.45 | 0.05% |
| 31. März 2026 | $0.43 | $0.41 | 0.02% |
| 31. Dezember 2025 | $0.42 | $0.40 | 0.02% |
| 30. September 2025 | $0.38 | $0.38 | 0.00% |
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| JMSB | — | 13.4 | 17.5% | 33.9% | 8.2% | — |
| FVCB | $249M | 11.5 | 13.9% | 1238.5% | 8.9% | — |
| BCML | $320M | 13.5 | 3.1% | 23.8% | 7.1% | — |
| COSO | — | 10.8 | 6.4% | 1254.0% | 10.6% | — |
| FCCO | $228M | 12.0 | -3.1% | 2083.0% | 11.9% | — |
| FSBW | $309M | 9.6 | 44.8% | 21.8% | 11.0% | — |
| FDBC | $251M | 9.0 | 15.3% | 30.2% | 12.3% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung 9
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Interest Expense | · | · | $50M | $14M | $8M | |
| Interest Income | $113M | $110M | $101M | $84M | $74M | |
| Pretax Income | $27M | $22M | $8M | $40M | $32M | |
| Income Tax | $6M | $5M | $3M | $8M | $7M | |
| Net Income | $21M | $17M | $5M | $32M | $25M | |
| EPS (Basic) | $1.49 | $1.20 | $0.37 | $2.27 | $1.87 | |
| EPS (Diluted) | $1.49 | $1.20 | $0.36 | $2.25 | $1.83 | |
| Shares (Basic) | 14,189,522 | 14,172,166 | 14,076,925 | 13,931,841 | 13,581,586 | |
| Shares (Diluted) | 14,194,603 | 14,206,109 | 14,147,193 | 14,084,427 | 13,879,595 |
Bilanz 14
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $130M | $122M | $99M | $62M | $106M | |
| PP&E (Net) | $1M | $1M | $1M | $1M | $2M | |
| PP&E (Gross) | $11M | $10M | $10M | $9M | $9M | |
| Accum. Depreciation | $9M | $9M | $8M | $8M | $7M | |
| Total Assets | $2.33B | $2.23B | $2.24B | $2.35B | $2.15B | |
| Short-term Debt | · | · | $54M | · | · | |
| Total Liabilities | $2.07B | $1.99B | $2.01B | $2.14B | $1.94B | |
| Long-term Debt | $81M | $81M | $25M | $25M | $43M | |
| Total Debt | · | · | $54M | · | · | |
| Paid-in Capital | $96M | $97M | $96M | $95M | $91M | |
| Retained Earnings | $177M | $160M | $146M | $147M | $118M | |
| AOCI | $-7M | $-11M | $-12M | $-29M | $-400.0K | |
| Stockholders' Equity | $266M | $247M | $230M | $213M | $208M | |
| Liabilities + Equity | $2.33B | $2.23B | $2.24B | $2.35B | $2.15B |
Cashflow 13
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Stock-based Comp | $527.0K | $555.0K | $596.0K | $573.0K | $560.0K | |
| Deferred Tax | $-162.0K | $-284.0K | $921.0K | $594.0K | $-678.0K | |
| Operating Cash Flow | $23M | $17M | $18M | $33M | $32M | |
| CapEx | $554.0K | $483.0K | $612.0K | $156.0K | $353.0K | |
| Investing Cash Flow | $-89M | $31M | $145M | $-271M | $-303M | |
| Stock Repurchased | $2M | $49.0K | · | · | · | |
| Net Stock Activity | $-2M | $-49.0K | · | · | · | |
| Dividends Paid | $4M | $4M | $3M | $3M | · | |
| Financing Cash Flow | $74M | $-25M | $-125M | $194M | $238M | |
| Net Change in Cash | $8M | $23M | $37M | $-44M | $-33M | |
| Taxes Paid | $6M | $1M | · | · | · | |
| Free Cash Flow | $22M | $17M | $17M | $33M | · | |
| Levered FCF | · | · | $-15M | $22M | · |
Rentabilität 4
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Margin | 33.9% | 32.1% | 14.5% | 44.1% | · | |
| Pretax Margin | 43.7% | 41.0% | 22.4% | 55.6% | · | |
| ROA | 0.93% | 0.76% | 0.22% | 1.4% | · | |
| ROE | 8.2% | 7.0% | 2.3% | 15.3% | · |
Liquidität & Solvenz 1
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.2 | · | · |
Effizienz 1
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | · |
Wachstumsraten 6
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 17.5% | 50.0% | -50.7% | 6.6% | · | |
| Revenue CAGR 3Y | -4.6% | -7.6% | · | · | · | |
| EPS YoY | 24.2% | 233.3% | -84.0% | 22.9% | · | |
| EPS CAGR 3Y | -12.8% | -13.1% | · | · | · | |
| Net Income YoY | 24.0% | 231.9% | -83.8% | 24.9% | · | |
| Net Income CAGR 3Y | -12.6% | -12.4% | · | · | · |
Bewertung (TTM) 6
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $63M | $53M | $36M | $72M | · | |
| Net Income TTM | $21M | $17M | $5M | $32M | · | |
| P/E | 13.4 | 16.7 | 62.7 | 12.8 | · | |
| Earnings Yield | 7.4% | 6.0% | 1.6% | 7.8% | · | |
| Payout Ratio | 20.1% | 20.8% | 60.3% | 8.8% | · | |
| Annual Payout | $4M | $4M | $3M | $3M | · |
Gewinn- und Verlustrechnung 9
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | $4.0K | |
| Interest Income | $30M | $29M | $29M | $29M | $28M | |
| Pretax Income | $9M | $8M | $8M | $7M | $7M | |
| Income Tax | $2M | $2M | $2M | $1M | $1M | |
| Net Income | $7M | $6M | $6M | $5M | $5M | |
| EPS (Basic) | $0.50 | $0.43 | $0.41 | $0.38 | $0.36 | |
| EPS (Diluted) | $0.50 | $0.43 | $0.41 | $0.38 | $0.36 | |
| Shares (Basic) | 14,044,290 | 14,125,649 | -28,428,032 | 14,172,953 | 14,221,597 | |
| Shares (Diluted) | 14,044,290 | 14,125,649 | -28,442,840 | 14,172,953 | 14,223,418 |
Bilanz 12
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $159M | $150M | $130M | $164M | $117M | |
| PP&E (Net) | $1M | $1M | $1M | $1M | $2M | |
| PP&E (Gross) | · | · | $11M | · | · | |
| Accum. Depreciation | · | · | $9M | · | · | |
| Total Assets | $2.40B | $2.35B | $2.33B | $2.32B | $2.27B | |
| Total Liabilities | $2.13B | $2.08B | $2.07B | $2.06B | $2.01B | |
| Long-term Debt | $81M | $81M | $81M | $81M | $81M | |
| Paid-in Capital | $94M | $94M | $96M | $96M | $96M | |
| Retained Earnings | $187M | $182M | $177M | $171M | $166M | |
| AOCI | $-8M | $-8M | $-7M | $-8M | $-8M | |
| Stockholders' Equity | $274M | $268M | $266M | $260M | $254M | |
| Liabilities + Equity | $2.40B | $2.35B | $2.33B | $2.32B | $2.27B |
Cashflow 11
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Stock-based Comp | $141.0K | $141.0K | $169.0K | $120.0K | $120.0K | |
| Deferred Tax | $50.0K | $-47.0K | $175.0K | $-82.0K | $87.0K | |
| Operating Cash Flow | $5M | $9M | $7M | $1M | $8M | |
| CapEx | $6.0K | $1.0K | $18.0K | $33.0K | $161.0K | |
| Investing Cash Flow | $-40M | $-414.0K | $-43M | $-10M | $-46M | |
| Stock Repurchased | $0 | $2M | $768.0K | $294.0K | $1M | |
| Net Stock Activity | · | $-2M | · | · | · | |
| Dividends Paid | $1M | $1M | $1.0K | $0 | · | |
| Financing Cash Flow | $44M | $12M | $3M | $55M | $-14M | |
| Net Change in Cash | $9M | $20M | $-34M | $47M | $-52M | |
| Free Cash Flow | · | $9M | · | · | · |
Rentabilität 4
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Net Margin | 37.4% | 36.3% | · | 33.2% | 33.1% | |
| Pretax Margin | 48.1% | 46.7% | · | 42.2% | 42.7% | |
| ROA | 0.30% | 0.26% | · | 0.24% | 0.22% | |
| ROE | 2.7% | 2.3% | · | 2.1% | 2.1% |
Effizienz 1
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 |
Bewertung (TTM) 5
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Revenue TTM | · | $63M | · | $60M | $56M | |
| Net Income TTM | $24M | $21M | · | $20M | $18M | |
| P/E | 13.1 | 13.4 | · | 14.4 | 14.6 | |
| Earnings Yield | 7.7% | 7.4% | · | 7.0% | 6.9% | |
| Payout Ratio | · | 20.9% | · | · | · |
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
Gewinn- und Verlustrechnung
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Nettoergebnis | $21M | $17M | $5M | $32M | $25M |
| Verwässerte EPS | $1.49 | $1.20 | $0.36 | $2.25 | $1.83 |
Bilanz
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fremdkapital / Eigenkapital | — | — | 0.2 | — | — |
Cashflow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Freier Cashflow | $22M | $17M | $17M | $33M | — |
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das ➕ neben jeder Zeile in den vollständigen Fundamentaldaten oben.
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Institutionelle Eigentümer (13F) 99 Einreicher · $88.5M gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 27 (+20 vs. Vorquartal) | 5 (+2 vs. Vorquartal) | 33 (+5 vs. Vorquartal) | 13 (-8 vs. Vorquartal) | +519K |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $12.169.632 | 608.786 | 13,75% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.653.626 | 534.570 | 13,17% | Aktien |
| EVERMAY WEALTH MANAGEMENT LLC | $7.655.049 | 351.149 | 8,65% | Aktien |
| TOTH FINANCIAL ADVISORY CORP | $7.330.310 | 336.253 | 8,28% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $5.848.235 | 268.192 | 6,61% | Aktien |
| STATE STREET CORP | $4.763.780 | 218.522 | 5,38% | Aktien |
| BANK OF AMERICA CORP /DE/ | $3.882.841 | 178.112 | 4,39% | Aktien |
| MAI Capital Management | $2.903.150 | 133.172 | 3,28% | Aktien |
| BROWN ADVISORY INC | $2.361.856 | 108.342 | 2,67% | Aktien |
| Elizabeth Park Capital Advisors, Ltd. | $2.296.390 | 105.339 | 2,59% | Aktien |
| Cresset Asset Management, LLC | $2.277.981 | 104.494 | 2,57% | Aktien |
| RENAISSANCE TECHNOLOGIES LLC | $2.260.660 | 103.700 | 2,55% | Aktien |
| MACKENZIE FINANCIAL CORP | $1.922.825 | 88.203 | 2,17% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.842.471 | 84.517 | 2,08% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $1.806.392 | 82.862 | 2,04% | Aktien |
| Wealthspire Advisors, LLC | $1.402.451 | 64.333 | 1,58% | Aktien |
| Meridian Financial Partners LLC | $1.264.161 | 57.619 | 1,43% | Aktien |
| Quantinno Capital Management LP | $991.900 | 45.500 | 1,12% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $912.328 | 41.850 | 1,03% | Aktien |
| Selective Wealth Management, Inc. | $911.665 | 41.103 | 1,03% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $838.493 | 38.463 | 0,95% | Aktien |
| BlackRock, Inc. | $782.467 | 35.893 | 0,88% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $669.020 | 30.689 | 0,76% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $601.375 | 27.586 | 0,68% | Aktien |
| Trexquant Investment LP | $529.958 | 24.310 | 0,60% | Aktien |
| GOLDMAN SACHS GROUP INC | $481.170 | 22.072 | 0,54% | Aktien |
| Advisory Services Network, LLC | $469.790 | 21.550 | 0,53% | Aktien |
| NewEdge Advisors, LLC | $459.676 | 21.086 | 0,52% | Aktien |
| Snowden Capital Advisors LLC | $458.149 | 21.016 | 0,52% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $432.032 | 19.818 | 0,49% | Aktien |
| Mariner, LLC | $388.826 | 17.836 | 0,44% | Aktien |
| MARSHALL WACE, LLP | $369.116 | 16.932 | 0,42% | Aktien |
| Man Group plc | $366.153 | 16.796 | 0,41% | Aktien |
| RHUMBLINE ADVISERS | $339.858 | 15.590 | 0,38% | Aktien |
| Blue Edge Capital, LLC | $337.900 | 15.500 | 0,38% | Aktien |
| KFA Private Wealth Group, LLC | $324.057 | 14.865 | 0,37% | Aktien |
| Bank of New York Mellon Corp | $307.772 | 14.118 | 0,35% | Aktien |
| XTX Topco Ltd | $306.879 | 14.077 | 0,35% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $284.599 | 13.055 | 0,32% | Aktien |
| Lido Advisors, LLC | $272.609 | 12.505 | 0,31% | Aktien |
| DEUTSCHE BANK AG\ | $239.909 | 11.005 | 0,27% | Aktien |
| MERCER GLOBAL ADVISORS INC /ADV | $232.693 | 10.674 | 0,26% | Aktien |
| OCCUDO QUANTITATIVE STRATEGIES LP | $231.603 | 10.624 | 0,26% | Aktien |
| WELLS FARGO & COMPANY/MN | $230.164 | 10.558 | 0,26% | Aktien |
| Quadrature Capital Ltd | $202.173 | 9.274 | 0,23% | Aktien |
| UBS Group AG | $191.731 | 8.795 | 0,22% | Aktien |
| OSAIC HOLDINGS, INC. | $183.839 | 8.433 | 0,21% | Aktien |
| MetLife Investment Management, LLC | $157.941 | 7.245 | 0,18% | Aktien |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $126.549 | 5.805 | 0,14% | Aktien |
| CITADEL ADVISORS LLC | $122.472 | 5.618 | 0,14% | Aktien |
| CITIGROUP INC | $117.764 | 5.402 | 0,13% | Aktien |
| NEW YORK STATE COMMON RETIREMENT FUND | $101.741 | 4.667 | 0,11% | Aktien |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $101.152 | 4.640 | 0,11% | Aktien |
| Police & Firemen's Retirement System of New Jersey | $98.580 | 4.522 | 0,11% | Aktien |
| Vanguard Global Advisers, LLC | $92.301 | 4.234 | 0,10% | Aktien |
| BARCLAYS PLC | $76.343 | 3.502 | 0,09% | Aktien |
| Atlantic Union Bankshares Corp | $73.575 | 3.375 | 0,08% | Aktien |
| Russell Investments Group, Ltd. | $62.416 | 2.854 | 0,07% | Aktien |
| Sandy Spring Bank | $55.755 | 3.375 | 0,06% | Aktien |
| Tower Research Capital LLC (TRC) | $49.181 | 2.256 | 0,06% | Aktien |
| NORTHERN TRUST CORP | $43.295 | 1.986 | 0,05% | Aktien |
| T. Rowe Price Investment Management, Inc. | $42.849 | 1.965.531 | 0,05% | Aktien |
| STRS OHIO | $34.880 | 1.600 | 0,04% | Aktien |
| Ameritas Investment Partners, Inc. | $27.468 | 1.260 | 0,03% | Aktien |
| Legal & General Group Plc | $25.397 | 1.165 | 0,03% | Aktien |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13.872 | 684 | 0,02% | Aktien |
| MORGAN STANLEY | $10.944 | 502 | 0,01% | Aktien |
| Versant Capital Management, Inc | $10.355 | 475 | 0,01% | Aktien |
| CWM, LLC | $8.051 | 397 | 0,01% | Aktien |
| Nuveen, LLC | $7.913 | 363 | 0,01% | Aktien |
| Nuveen Asset Management, LLC | $7.289 | 363 | 0,01% | Aktien |
| NISA INVESTMENT ADVISORS, LLC | $7.216 | 331 | 0,01% | Aktien |
| ROYAL BANK OF CANADA | $7.000 | 317 | 0,01% | Aktien |
| Arax Advisory Partners | $6.933 | 318 | 0,01% | Aktien |
| Sterling Capital Management LLC | $5.537 | 254 | 0,01% | Aktien |
| GAMMA Investing LLC | $5.363 | 246 | 0,01% | Aktien |
| Quarry LP | $2.943 | 135 | 0,00% | Aktien |
| Optiver Holding B.V. | $2.747 | 126 | 0,00% | Aktien |
| Integrated Wealth Concepts LLC | $2.596 | 119 | 0,00% | Aktien |
| Allworth Financial LP | $2.159 | 99 | 0,00% | Aktien |
| Larson Financial Group LLC | $2.158 | 99 | 0,00% | Aktien |
| FMR LLC | $2.049 | 94 | 0,00% | Aktien |
| ACADIAN ASSET MANAGEMENT LLC | $1.995 | 91.906 | 0,00% | Aktien |
| JPMORGAN CHASE & CO | $1.422 | 65 | 0,00% | Aktien |
| IFP Advisors, Inc | $959 | 44 | 0,00% | Aktien |
| Essential Partners LLC | $916 | 42 | 0,00% | Aktien |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $385 | 19 | 0,00% | Aktien |
| GSA CAPITAL PARTNERS LLP | $327 | 14.985 | 0,00% | Aktien |
| SG Americas Securities, LLC | $303 | 13.898 | 0,00% | Aktien |
| ROTHSCHILD INVESTMENT LLC | $283 | 13 | 0,00% | Aktien |
| Farther Finance Advisors, LLC | $196 | 9 | 0,00% | Aktien |
| True Wealth Design, LLC | $131 | 6 | 0,00% | Aktien |
| EverSource Wealth Advisors, LLC | $44 | 2 | 0,00% | Aktien |
| Keating Financial Advisory Services, Inc. | $22 | 1 | 0,00% | Aktien |
| SJS Investment Consulting Inc. | $22 | 1 | 0,00% | Aktien |
| Wealth Enhancement Trust Services, Inc. | $22 | 1 | 0,00% | Aktien |
| Sunbelt Securities, Inc. | $20 | 1 | 0,00% | Aktien |
| HARBOR CAPITAL ADVISORS, INC. | $3 | 134 | 0,00% | Aktien |
| Covestor Ltd | $0 | 3 | 0,00% | Aktien |
Unternehmensinsider 4 Insider · 1 Führungskräfte · 3 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Christopher W Bergstrom | CHIEF EXECUTIVE OFFICER | 17. Juni 2026 G | 32.720 | 0 | 0 | $0 |
| Oscar Leland Mahan | Direktor | 3. Juni 2026 P | 94.981 | 1 | 0 | $3.764 |
| Jonathan Craig Kinney | Direktor | 3. Juni 2026 P | 278.688 | 10 | 0 | $125.607 |
| GARCIA MICHAEL A | — | 16. Dezember 2025 A | 36.273 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 21 ETFs
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| IWC · iShares Trust | 0,07% | 43.591 SH | 8. August 2026 | Täglich |
| EBIT · Harbor ETF Trust | 0,02% | 134 NS | 30. April 2026 | N-PORT |
| IWN · iShares Trust | 0,02% | 135.108 SH | 8. August 2026 | Täglich |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 10.993 SH | 8. August 2026 | Täglich |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1.267 SH | 8. August 2026 | Täglich |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 72.536 SH | 8. August 2026 | Täglich |
| IWM · iShares Trust | 0,01% | 329.655 SH | 8. August 2026 | Täglich |
| RSSL · Global X Funds | 0,01% | 5.588 NS | 30. April 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 596 NS | 31. Mai 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 465 NS | 31. Mai 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 472 NS | 31. Mai 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 559 NS | 31. Mai 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 12 NS | 31. Mai 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 32.162 SH | 8. August 2026 | Täglich |
| IWV · iShares Trust | 0,00% | 5.995 SH | 8. August 2026 | Täglich |
| DFAS · Dimensional ETF Trust | 0,00% | 1.425 NS | 30. April 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 916 NS | 31. Mai 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 143.868 SH | 8. August 2026 | Täglich |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 379.425 SH | 8. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 988 SH | 8. August 2026 | Täglich |
| DFAT · Dimensional ETF Trust | 0,00% | 146 NS | 30. April 2026 | N-PORT |