WTBA West Bancorporation - Common Stock

NASDAQ · Banking · Auf SEC EDGAR ansehen ↗
$30,10
Kurs · Aug 18, 2026
Fundamentaldaten per Jul 23, 2026
52W-Spanne
$18–$30
98% of range
Analystenbewertung
HOLD
7 analysts
Kursziel
$29
P/E (TTM)
15.8
ROE
12.8%
Nettogewinnmarge
34.2%

WTBA Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$30.10
Marktkapitalisierung
$513M
P/E (TTM)
15.8
EPS (TTM)
$1.92
Umsatz (TTM)
—
Dividendenrendite
3.3%
ROE
12.8%
Verschuldungsgrad
—
52W-Spanne
$18 – $30

WTBA Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis —
EPS $1.92
10-point trend, +35.2%
2016-12-31 → 2025-12-31
Freier Cashflow $43M
10-point trend, +148.1%
2016-12-31 → 2025-12-31
Margen 34.2%

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
WTBA
Peer-Median
P/E (TTM)
5-point trend, +9.7%
15.8
12.9
P/S (TTM) (K/V (TTM))
5-point trend, -19.6%
5.4
2.5
P/B (K/B)
5-point trend, -28.5%
1.9
1.0
Price / FCF (Kurs / FCF)
5-point trend, -16.8%
11.9
—

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
WTBA
Peer-Median
Net Profit Margin (Nettogewinnmarge)
5-point trend, -27.8%
34.2%
25.3%
ROA
5-point trend, -45.9%
0.80%
0.96%
ROE
5-point trend, -33.6%
12.8%
8.7%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
WTBA
Peer-Median

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
WTBA
Peer-Median
Revenue YoY (Umsatz YoY)
19.4%
—
Revenue CAGR 3Y (Umsatz CAGR 3J)
-2.2%
—
Revenue CAGR 5Y (Umsatz CAGR 5J)
0.60%
—
EPS YoY (EPS VjV)
5-point trend, -34.9%
35.2%
—
Net Income YoY (Nettogewinn YoY)
5-point trend, -34.4%
35.4%
—

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
WTBA
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, -34.9%
$1.92
—

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
WTBA
Peer-Median
Payout Ratio (Ausschüttungsquote)
5-point trend, +65.8%
51.9%
—

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

Dividendenrendite
3.3%
Ausschüttungsquote
51.9%
5J Div CAGR
—
Ex-DatumBetrag
5. August 2026$0,2600
6. Mai 2026$0,2500
11. Februar 2026$0,2500
5. November 2025$0,2500
6. August 2025$0,2500
7. Mai 2025$0,2500
5. Februar 2025$0,2500
6. November 2024$0,2500
7. August 2024$0,2500
7. Mai 2024$0,2500
6. Februar 2024$0,2500
7. November 2023$0,2500
8. August 2023$0,2500
9. Mai 2023$0,2500
7. Februar 2023$0,2500
8. November 2022$0,2500
9. August 2022$0,2500
10. Mai 2022$0,2500
8. Februar 2022$0,2500
9. November 2021$0,2400

WTBA Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

VERKAUF 7 Analysten
  • Starker Kauf 0 0,0%
  • Kauf 0 0,0%
  • Halten 4 57,1%
  • Verkauf 1 14,3%
  • Starker Verkauf 2 28,6%

12-Monats-Kursziel

2 Analysten · 2026-08-13
Median-Ziel $29.00 -3,7%
Mittelwert-Ziel $29.00 -3,7%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
0.00%
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2026 $0.64 $0.64 -0.00%
31. März 2026 $0.61 $0.59 0.02%
31. Dezember 2025 $0.43 $0.58 -0.15%
30. September 2025 $0.55 $0.47 0.08%
30. Juni 2025 $0.47 $0.46 0.01%
31. März 2025 $0.46 $0.39 0.07%

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
WTBA $376M 11.6 19.4% 34.2% 12.8% —
FMAO $340M 10.2 19.6% 27.4% 9.2% —
CBK $336M 8.3 2.1% 41.2% 14.7% —
CBAN $379M 11.2 14.5% 21.4% 8.4% —
CZNC $359M 12.3 13.3% 19.1% 7.5% —
RBB $352M 11.3 -2.4% 618.3% 6.1% —
BMRC $419M -11.6 -58.1% -121.4% -8.6% —
AVBC $337M -93.4 14.7% -3.2% -1.1% —
PLBC $311M 9.8 — 30.1% 13.0% —

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 9
Jährliche Gewinn- und Verlustrechnung-Daten für WTBA
Kennzahl Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1382.7% · · $91M $32M $12M $17M $32M $23M $13M $8M $6M $6M
Interest Income 12-point trend, +247.6% $192M $190M $160M $123M $107M $100M $99M $85M $73M $65M $60M $55M
Pretax Income 12-point trend, +55.2% $41M $27M $30M $59M $63M $41M $36M $35M $36M $33M $31M $27M
Income Tax 12-point trend, +33.2% $9M $3M $6M $13M $13M $9M $7M $7M $13M $10M $10M $7M
Net Income 12-point trend, +62.5% $33M $24M $24M $46M $50M $33M $29M $29M $23M $23M $22M $20M
EPS (Basic) 12-point trend, +53.6% $1.92 $1.43 $1.44 $2.79 $3.00 $1.99 $1.75 $1.75 $1.42 $1.43 $1.35 $1.25
EPS (Diluted) 12-point trend, +53.6% $1.92 $1.42 $1.44 $2.76 $2.95 $1.98 $1.74 $1.74 $1.41 $1.42 $1.35 $1.25
Shares (Basic) 12-point trend, +5.7% 16,915,000 16,806,000 16,704,000 16,620,000 16,534,000 16,447,000 16,359,000 16,275,000 16,194,000 16,117,000 16,050,000 16,004,000
Shares (Diluted) 12-point trend, +6.0% 17,002,000 16,895,000 16,750,000 16,798,000 16,789,000 16,515,000 16,480,000 16,400,000 16,335,000 16,171,000 16,096,000 16,042,000
Bilanz 16
Jährliche Bilanz-Daten für WTBA
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 4-point trend, +1084.2% $471M $243M · · · · · · · · $73M $40M
PP&E (Net) 12-point trend, +985.1% $108M $110M $86M $53M $35M $29M $30M $21M $23M $23M $12M $10M
PP&E (Gross) 12-point trend, +707.8% $125M $123M $99M $65M $46M $40M $39M $30M $31M $30M $18M $16M
Accum. Depreciation 12-point trend, +206.4% $17M $13M $13M $12M $11M $11M $10M $9M $8M $7M $6M $6M
Total Assets 12-point trend, +156.4% $4.14B $4.01B $3.83B $3.61B $3.50B $3.19B $2.47B $2.30B $2.11B $1.85B $1.75B $1.62B
Short-term Debt 3-point trend, -100.0% · · · · · · · · · $0 $19M $66M
Total Liabilities 12-point trend, +162.7% $3.88B $3.79B $3.60B $3.40B $3.24B $2.96B $2.26B $2.11B $1.94B $1.69B $1.60B $1.48B
Long-term Debt 8-point trend, +306.4% · · · · $52M $22M $23M $27M $23M $5M $8M $13M
Total Debt 3-point trend, -100.0% · · · · · · · · · $0 $19M $66M
Common Stock Flat — no change across 12 periods $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M
Paid-in Capital 12-point trend, +96.3% $37M $36M $34M $32M $30M $29M $27M $25M $23M $21M $20M $19M
Retained Earnings 12-point trend, +149.5% $294M $279M $271M $268M $238M $204M $185M $170M $154M $142M $130M $118M
AOCI 12-point trend, -27070.5% $-69M $-89M $-84M $-91M $-11M $-12M $-3M $-7M $-2M $-1M $-430.0K $254.0K
Stockholders' Equity 12-point trend, +89.8% $266M $228M $225M $211M $260M $224M $212M $191M $178M $165M $152M $140M
Liabilities + Equity 12-point trend, +156.4% $4.14B $4.01B $3.83B $3.61B $3.50B $3.19B $2.47B $2.30B $2.11B $1.85B $1.75B $1.62B
Shares Outstanding 12-point trend, +5.8% 16,940,785 16,832,632 16,725,094 16,640,413 16,554,846 16,469,272 16,379,752 16,295,494 16,215,672 16,137,999 16,064,435 16,018,734
Cashflow 14
Jährliche Cashflow-Daten für WTBA
Kennzahl Trend 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +333.5% $3M $3M $3M $3M $3M $2M $3M $3M $3M $2M $1M $633.0K
Deferred Tax 12-point trend, -34.2% $352.0K $3M $447.0K $2M $82.0K $-3M $-33.0K $-359.0K $3M $89.0K $82.0K $535.0K
Operating Cash Flow 12-point trend, +76.8% $46M $40M $25M $59M $58M $42M $37M $35M $29M $30M $31M $26M
CapEx 12-point trend, -37.2% $3M $26M $36M $21M $9M $2M $1M $210.0K $1M $13M $3M $5M
Investing Cash Flow 9-point trend, +131.7% $93M $-27M $-169M $-358M $-537M $-367M $-155M $-189M $-294M · · ·
Debt Issued 6-point trend, +0.00 · · · · · · $0 $11M $22M $0 $0 $0
Net Debt Issued 6-point trend, -26.2% · · · · · · $-4M $4M $18M $-3M $-4M $-3M
Stock Repurchased Flat — no change across 2 periods · · · · · · · · · · $0 $0
Net Stock Activity Flat — no change across 2 periods · · · · · · · · · · $0 $0
Dividends Paid 12-point trend, +115.7% $17M $17M $17M $17M $16M $14M $14M $13M $11M $11M $10M $8M
Financing Cash Flow 9-point trend, -62.7% $88M $166M $182M $132M $276M $668M $124M $154M $236M · · ·
Net Change in Cash 12-point trend, +8708.5% $228M $178M $39M $-166M $-204M $343M $6M $-475.0K $-29M $4M $33M $-3M
Free Cash Flow 12-point trend, +105.6% $43M $14M $-11M $38M $49M $40M $36M $35M $28M $17M $29M $21M
Levered FCF 10-point trend, -620.0% · · $-85M $13M $39M $26M $10M $16M $20M $12M $24M $16M
Rentabilität 4
Jährliche Rentabilität-Daten für WTBA
Kennzahl Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +1.4% 34.2% 30.1% 30.5% 45.5% 47.3% 35.4% 38.4% 40.8% 33.6% 35.4% 34.9% 33.7%
Pretax Margin 12-point trend, -3.1% 43.5% 34.4% 37.7% 58.3% 60.0% 44.8% 47.8% 50.2% 53.0% 50.6% 50.4% 44.9%
ROA 12-point trend, -38.9% 0.80% 0.61% 0.65% 1.3% 1.5% 1.2% 1.2% 1.3% 1.2% 1.3% 1.3% 1.3%
ROE 12-point trend, -11.6% 12.8% 10.4% 11.2% 22.6% 19.4% 14.9% 13.8% 15.2% 13.0% 13.9% 14.4% 14.5%
Liquidität & Solvenz 1
Jährliche Liquidität & Solvenz-Daten für WTBA
Kennzahl Trend 202520242023202220212020201920182017201620152014
Debt / Equity 3-point trend, -100.0% · · · · · · · · · 0.0 0.1 0.5
Effizienz 1
Jährliche Effizienz-Daten für WTBA
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -39.8% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Pro Aktie 6
Jährliche Pro Aktie-Daten für WTBA
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +79.4% $15.70 $13.54 $13.46 $12.69 $15.73 $13.58 $12.93 $11.72 $10.98 $10.25 $9.49 $8.75
Revenue / Share 12-point trend, +51.2% $5.60 $4.72 $4.72 $6.07 $6.24 $5.60 $4.54 $4.26 $4.21 $4.03 $3.87 $3.71
Cash Flow / Share 12-point trend, +66.8% $2.73 $2.36 $1.51 $3.54 $3.45 $2.56 $2.24 $2.12 $1.80 $1.87 $1.93 $1.64
Cash / Share 3-point trend, +1019.7% $27.81 · · · · · · · · · $4.52 $2.48
Dividend / Share 12-point trend, +104.1% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $0
EPS (TTM) 12-point trend, +53.6% $1.92 $1.42 $1.44 $2.76 $2.95 $1.98 $1.74 $1.74 $1.41 $1.42 $1.35 $1.25
Wachstumsraten 10
Jährliche Wachstumsraten-Daten für WTBA
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +44.9% 19.4% 0.88% -22.4% -2.7% 13.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +55.7% -2.2% -8.7% -5.1% · · · · · · · · ·
Revenue CAGR 5Y 0.60% · · · · · · · · · · ·
EPS YoY 5-point trend, -28.1% 35.2% -1.4% -47.8% -6.4% 49.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -13.1% -11.4% -21.6% -10.1% · · · · · · · · ·
EPS CAGR 5Y -0.61% · · · · · · · · · · ·
Net Income YoY 5-point trend, -31.5% 35.4% -0.36% -48.0% -6.5% 51.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -15.6% -11.1% -21.4% -9.6% · · · · · · · · ·
Net Income CAGR 5Y -0.09% · · · · · · · · · · ·
Dividend CAGR 5Y 4.1% · · · · · · · · · · ·
Bewertung (TTM) 16
Jährliche Bewertung (TTM)-Daten für WTBA
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +60.2% $95M $80M $79M $102M $105M $92M $75M $70M $69M $65M $62M $59M
Net Income TTM 12-point trend, +62.5% $33M $24M $24M $46M $50M $33M $29M $29M $23M $23M $22M $20M
Market Cap 12-point trend, +37.9% $376M $364M $355M $425M $514M $318M $420M $311M $408M $399M $317M $273M
Enterprise Value 2-point trend, -11.8% · · · · · · · · · · $264M $299M
P/E 12-point trend, -15.1% 11.6 15.2 14.7 9.3 10.5 9.7 14.7 11.0 17.8 17.4 14.6 13.6
P/S 12-point trend, -14.0% 3.9 4.6 4.5 4.2 4.9 3.4 5.6 4.5 5.9 6.1 5.1 4.6
P/B 12-point trend, -27.3% 1.4 1.6 1.6 2.0 2.0 1.4 2.0 1.6 2.3 2.4 2.1 1.9
P / Tangible Book 6-point trend, -0.5% 1.4 1.6 1.6 2.0 2.0 1.4 · · · · · ·
P / Cash Flow 12-point trend, -22.0% 8.1 9.2 14.0 7.2 8.9 7.5 11.4 9.0 13.9 13.2 10.2 10.4
P / FCF 12-point trend, -32.9% 8.7 26.7 -31.8 11.2 10.5 8.0 11.7 9.0 14.4 22.9 11.1 13.0
EV / FCF 2-point trend, -35.1% · · · · · · · · · · 9.2 14.2
EV / Revenue 2-point trend, -15.9% · · · · · · · · · · 4.2 5.0
Dividend Yield 12-point trend, +56.2% 4.5% 4.6% 4.7% 3.9% 3.0% 4.3% 3.2% 4.1% 2.8% 2.7% 3.1% 2.9%
Earnings Yield 12-point trend, +17.8% 8.6% 6.6% 6.8% 10.8% 9.5% 10.3% 6.8% 9.1% 5.6% 5.8% 6.8% 7.3%
Payout Ratio 12-point trend, +32.8% 51.9% 69.9% 69.2% 35.8% 31.3% 42.2% 47.3% 44.5% 49.8% 46.9% 45.8% 39.1%
Annual Payout 12-point trend, +115.7% $17M $17M $17M $17M $16M $14M $14M $13M $11M $11M $10M $8M

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-12-312024-12-312023-12-312022-12-312021-12-31
Nettoergebnis $33M$24M$24M$46M$50M
Verwässerte EPS $1.92$1.42$1.44$2.76$2.95
Cashflow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Freier Cashflow $43M$14M$-11M$38M$49M

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

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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) 121 Einreicher · $160.3M 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.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
21 (+10 vs. Vorquartal) 11 (+8 vs. Vorquartal) 38 (+9 vs. Vorquartal) 28 (-13 vs. Vorquartal) +1.0M

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
FMR LLC $26.596.219 1.002.496 16,60% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $17.165.016 647.004 10,71% Aktien
DIMENSIONAL FUND ADVISORS LP $16.103.020 606.974 10,05% Aktien
WEST BANCORPORATION INC $11.020.854 415.411 6,88% Aktien
Aptus Capital Advisors, LLC $10.905.077 411.047 6,80% Aktien
AMERICAN CENTURY COMPANIES INC $10.023.750 377.827 6,25% Aktien
STATE STREET CORP $9.145.687 344.730 5,71% Aktien
GEODE CAPITAL MANAGEMENT, LLC $8.953.652 337.400 5,59% Aktien
Legacy Bridge, LLC $5.984.611 225.579 3,73% Aktien
RENAISSANCE TECHNOLOGIES LLC $4.556.581 171.752 2,84% Aktien
TWO SIGMA INVESTMENTS, LP $3.588.580 135.265 2,24% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $2.782.068 104.865 1,74% Aktien
VANGUARD FIDUCIARY TRUST CO $2.706.352 102.011 1,69% Aktien
Qube Research & Technologies Ltd $1.887.954 71.163 1,18% Aktien
Bank of New York Mellon Corp $1.769.949 66.715 1,10% Aktien
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1.532.346 57.759 0,96% Aktien
Quantinno Capital Management LP $1.373.485 51.771 0,86% Aktien
Trexquant Investment LP $1.317.161 49.648 0,82% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1.175.544 44.310 0,73% Aktien
BlackRock, Inc. $1.161.165 43.768 0,72% Aktien
Squarepoint Ops LLC $969.618 36.548 0,61% Aktien
Basepoint Wealth LLC $932.906 35.164 0,58% Aktien
CITADEL ADVISORS LLC $885.996 33.396 0,55% Aktien
Foster Group, Inc. $813.596 30.667 0,51% Aktien
Mutual Advisors, LLC $750.396 28.285 0,47% Aktien
PANAGORA ASSET MANAGEMENT INC $749.021 28.233 0,47% Aktien
MORGAN STANLEY $727.506 27.422 0,45% Aktien
MILLENNIUM MANAGEMENT LLC $719.918 27.136 0,45% Aktien
Baker Avenue Asset Management, LP $712.755 26.866 0,44% Aktien
LexAurum Advisors, LLC $663.067 24.993 0,41% Aktien
ALLIANCEBERNSTEIN L.P. $661.743 27.816 0,41% Aktien
UBS Group AG $647.756 24.416 0,40% Aktien
De Lisle Partners LLP $640.453 24.156 0,40% Aktien
LOS ANGELES CAPITAL MANAGEMENT LLC $627.832 23.665 0,39% Aktien
JONES FINANCIAL COMPANIES LLLP $517.810 19.199 0,32% Aktien
RHUMBLINE ADVISERS $501.941 18.920 0,31% Aktien
TWO SIGMA ADVISERS, LP $468.209 21.100 0,29% Aktien
BRIDGEWAY CAPITAL MANAGEMENT, LLC $444.855 16.768 0,28% Aktien
DEUTSCHE BANK AG\ $401.611 15.138 0,25% Aktien
US BANCORP \DE\ $398.879 15.035 0,25% Aktien
BANK OF AMERICA CORP /DE/ $393.785 14.843 0,25% Aktien
Independent Wealth Network Inc. $392.511 14.795 0,24% Aktien
HSBC HOLDINGS PLC $373.391 14.069 0,23% Aktien
WELLS FARGO & COMPANY/MN $349.559 13.176 0,22% Aktien
Universal- Beteiligungs- und Servicegesellschaft mbH $346.959 13.078 0,22% Aktien
GOLDMAN SACHS GROUP INC $327.990 12.363 0,20% Aktien
FORTRESS FINANCIAL GROUP, LLC $309.341 11.660 0,19% Aktien
OCCUDO QUANTITATIVE STRATEGIES LP $299.789 11.300 0,19% Aktien
Sequoia Financial Advisors, LLC $296.774 11.186 0,19% Aktien
DMKC Advisory Services, LLC $278.565 10.500 0,17% Aktien
CAPTRUST FINANCIAL ADVISORS $276.105 10.407 0,17% Aktien
BARCLAYS PLC $258.030 9.726 0,16% Aktien
CANADA PENSION PLAN INVESTMENT BOARD $225.505 8.500 0,14% Aktien
MetLife Investment Management, LLC $220.464 8.310 0,14% Aktien
D. E. Shaw & Co., Inc. $216.087 8.145 0,13% Aktien
WEALTHSPAN PARTNERS, LLC $212.240 8.000 0,13% Aktien
MERCER GLOBAL ADVISORS INC /ADV $206.032 7.766 0,13% Aktien
Connor, Clark & Lunn Investment Management Ltd. $203.379 7.666 0,13% Aktien
City State Bank $200.408 7.554 0,13% Aktien
OSAIC HOLDINGS, INC. $193.642 7.299 0,12% Aktien
Russell Investments Group, Ltd. $192.395 7.252 0,12% Aktien
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $188.867 7.119 0,12% Aktien
Invesco Ltd. $164.168 6.188 0,10% Aktien
NEW YORK STATE COMMON RETIREMENT FUND $149.550 5.637 0,09% Aktien
Vanguard Global Advisers, LLC $143.527 5.410 0,09% Aktien
VANGUARD GROUP INC $120.048 5.410 0,07% Aktien
Police & Firemen's Retirement System of New Jersey $103.971 3.919 0,06% Aktien
BNP PARIBAS FINANCIAL MARKETS $67.015 2.526 0,04% Aktien
NORTHERN TRUST CORP $64.733 2.440 0,04% Aktien
Nuveen, LLC $54.997 2.073 0,03% Aktien
Tower Research Capital LLC (TRC) $51.840 1.954 0,03% Aktien
Nuveen Asset Management, LLC $44.880 2.073 0,03% Aktien
Legal & General Group Plc $41.228 1.554 0,03% Aktien
CWM, LLC $39.610 1.665 0,02% Aktien
Ameritas Investment Partners, Inc. $36.797 1.387 0,02% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $33.005 1.244 0,02% Aktien
CITIGROUP INC $30.058 1.133 0,02% Aktien
Arax Advisory Partners $20.349 767 0,01% Aktien
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $19.460 818 0,01% Aktien
Versant Capital Management, Inc $18.598 701 0,01% Aktien
GAMMA Investing LLC $13.769 519 0,01% Aktien
ROYAL BANK OF CANADA $13.000 472 0,01% Aktien
Rockefeller Capital Management L.P. $12.230 461 0,01% Aktien
NISA INVESTMENT ADVISORS, LLC $8.941 337 0,01% Aktien
Sterling Capital Management LLC $7.269 274 0,00% Aktien
Farther Finance Advisors, LLC $6.871 259 0,00% Aktien
Integrated Wealth Concepts LLC $5.309 200 0,00% Aktien
TOWER TRUST & INVESTMENT Co $4.110 155 0,00% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $4.068 171 0,00% Aktien
Allworth Financial LP $3.794 143 0,00% Aktien
Northwest Bank & Trust Co $3.698 155 0,00% Aktien
JNBA Financial Advisors $2.653 100 0,00% Aktien
Essential Partners LLC $2.335 88 0,00% Aktien
PRICE T ROWE ASSOCIATES INC /MD/ $1.744 65.733 0,00% Aktien
MassMutual Private Wealth & Trust, FSB $1.539 58 0,00% Aktien
IFP Advisors, Inc $1.486 56 0,00% Aktien
ROTHSCHILD INVESTMENT LLC $1.459 55 0,00% Aktien
Larson Financial Group LLC $1.194 45 0,00% Aktien
Optiver Holding B.V. $1.114 42 0,00% Aktien
ACADIAN ASSET MANAGEMENT LLC $1.113 42.056 0,00% Aktien

Unternehmensinsider 31 Insider · 7 Führungskräfte · 23 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
David D Nelson CEO & PRESIDENT 6. Mai 2025 G 107.457 0 0 $0
Thomas E Stanberry Chairman, President & CEO 28. Juli 2004 P 9.300 0 0 $0
Jane M Funk CFO 25. März 2025 F 63.529 0 0 $0
Bradley P Peters Executive Vice President 25. März 2025 F 78.614 0 0 $0
Harlee Olafson CHIEF RISK OFFICER 25. März 2025 F 128.326 0 0 $0
Marie I Roberts SVP, CONTROLLER AND CAO 26. März 2018 F 19.021 0 0 $0
Jack G Wahlig CHAIRMAN 30. November 2009 P 4.000 0 0 $0
James Noyce Direktor 17. Februar 2026 G 1.800 0 0 $0
George D Milligan Direktor 24. November 2025 S 53.195 0 2 $-345.272
Rosemary Parson Direktor 24. April 2025 A 6.718 0 0 $0
Lisa J Elming Direktor 24. April 2025 A 7.618 0 0 $0
Sean Patrick Mcmurray Direktor 24. April 2025 A 47.130 0 0 $0
Steven K Gaer Direktor 24. April 2025 A 24.021 0 0 $0
Patrick J Donovan Direktor 19. August 2024 D 5.250 0 0 $0
Steven T Schuler Direktor 26. April 2024 A 16.195 0 0 $0
Philip Jason Worth Direktor 26. April 2024 A 20.089 0 0 $0
GERDIN MICHAEL J Direktor 28. April 2022 A 25.382 0 0 $0
David R Milligan Direktor 14. Mai 2020 P 40.173 0 0 $0
Louann Sandburg Direktor 23. April 2020 A 16.003 0 0 $0
Robert G Pulver Direktor 26. April 2019 A 47.233 0 0 $0
Kaye R Lozier Direktor 27. April 2018 A 14.108 0 0 $0
Joyce A Chapman Direktor 28. April 2017 A 9.088 0 0 $0
Frank W Berlin Direktor 28. April 2017 A 59.944 0 0 $0
Thomas A Carlstrom Direktor 23. April 2015 A 43.085 0 0 $0
Steven G Chapman Direktor 16. Mai 2007 P 17.537 0 0 $0
Michael A Coppola Direktor 10. Mai 2007 P 36.088 0 0 $0
Wendy L Carlson Direktor 9. Mai 2007 P 500 0 0 $0
Therese M Vaughan — 23. April 2026 A 14.581 0 0 $0
Douglas R Gulling — 23. April 2026 A 73.768 0 1 $-171.825
Brad L Winterbottom — 25. März 2026 F 148.589 0 0 $0
Scott D Eltjes — 26. Oktober 2007 P 6.939 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

Aktivisten & 5%+-Eigentümer 2 Beteiligungen

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
American Equity Investment Life Holding Company(1) 7. Juni 2013 — Erste Einreichung — SEC
American Equity Investment Life Holding Company (1) 18. September 2008 — Erste Einreichung Passive Anlage SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF-Besitz Gehalten von 33 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
OSCV · ETF Series Solutions 1,44% 409.756 NS 30. April 2026 N-PORT
IWC · iShares Trust 0,10% 53.524 SH 8. August 2026 Täglich
GSSC · Goldman Sachs ETF Trust 0,05% 19.692 NS 31. Mai 2026 N-PORT
IWN · iShares Trust 0,03% 138.070 SH 8. August 2026 Täglich
AVUV · AMERICAN CENTURY ETF TRUST 0,03% 295.024 NS 31. Mai 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,02% 11.504 SH 8. August 2026 Täglich
DFAT · Dimensional ETF Trust 0,02% 93.729 NS 30. April 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,02% 18.487 NS 31. Mai 2026 N-PORT
IWM · iShares Trust 0,02% 428.506 SH 8. August 2026 Täglich
OMFS · Invesco Exchange-Traded Self-Indexe… 0,01% 1.333 SH 8. August 2026 Täglich
RSSL · Global X Funds 0,01% 6.654 NS 30. April 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 89.626 SH 8. August 2026 Täglich
DFAS · Dimensional ETF Trust 0,01% 55.753 NS 30. April 2026 N-PORT
ITWO · ProShares Trust 0,01% 711 NS 31. Mai 2026 N-PORT
UWM · ProShares Trust 0,01% 556 NS 31. Mai 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,00% 4.934 SH 8. August 2026 Täglich
IWO · iShares Trust 0,00% 24.762 SH 8. August 2026 Täglich
URTY · ProShares Trust 0,00% 562 NS 31. Mai 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 46.857 NS 30. April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 719 NS 31. Mai 2026 N-PORT
HDG · ProShares Trust 0,00% 14 NS 31. Mai 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 1.081 NS 30. April 2026 N-PORT
IWV · iShares Trust 0,00% 5.826 SH 8. August 2026 Täglich
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 3.026 NS 31. Mai 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 1.559 NS 30. April 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 2.033 NS 30. April 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 16 NS 30. April 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 173.725 SH 8. August 2026 Täglich
VTI · VANGUARD INDEX FUNDS 0,00% 459.454 SH 8. August 2026 Täglich
VTWG · VANGUARD SCOTTSDALE FUNDS 0,00% 2.550 SH 8. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.185 SH 8. August 2026 Täglich
EBI · RBB Fund Trust 0,00% 12 NS 31. Mai 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 4 NS 30. April 2026 N-PORT