ACGL Arch Capital Group Ltd. - Common Stock
About Arch Capital Group Ltd. - Common Stock Company overview from Wikipedia
Arch Capital Group Ltd. is a Bermuda exempted public company which writes insurance, reinsurance and mortgage insurance on a worldwide basis, with a focus on specialty lines, the segment of the insurance industry where the more difficult and unusual risks are written. The company is headquartered in Bermuda and operates globally in 60 offices in North America, Europe, Asia and Australia.
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Arch Capital Group Ltd. (Arch Capital or ACGL) is a Bermuda exempted public company which writes insurance, reinsurance and mortgage insurance on a worldwide basis, with a focus on specialty lines, the segment of the insurance industry where the more difficult and unusual risks are written. The company is headquartered in Bermuda and operates globally in 60 offices in North America, Europe, Asia and Australia.
History
The company was founded in May 2000 by Robert Clements and Peter A. Appel, with Appel as president and CEO. The company's predecessor entity, Risk Capital Holdings had previously sold substantially all of the reinsurance operations of Risk Capital Reinsurance Co., its wholly owned subsidiary, to Folksamerica Reinsurance Co., and the surviving vehicle was the entity used to form Arch Capital.
Following the event of September 11, 2001, Arch Capital launched an underwriting initiative to address the global demand for insurance and reinsurance capacity.
In October 2001, Paul Ingrey joined the company to oversee its reinsurance operations and in January 2002, Dinos Iordanou was hired to run the company's insurance business. In 2003, Iordanou succeeded Appel as Arch Capital's president and CEO, and, in 2018, Marc Grandisson, succeeded Iordanou and Arch Capital's current CEO, Nicolas Papadopoulo, succeeded Grandisson in 2024, upon his retirement.
Arch Capital entered the mortgage insurance business in 2015 with the formation of Arch Mortgage Guaranty and, in August 2016, it bought United Guaranty, AIG's mortgage insurance unit, for US$3.4 billion, making the company the world's largest mortgage insurer.
In 2022, Arch Capital was added to the Standard & Poor's (S&P) 500 Index, replacing Twitter (now X).
As of 2026, Arch employs nearly 8,000 people worldwide.
Notable employees
Meredith Whitney (born 1969), businesswoman
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
ACGL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
ACGL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| Nov. 18, 2024 | $5.0000 |
ACGL Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 6 21.4%
- Buy 11 39.3%
- Hold 10 35.7%
- Sell 1 3.6%
- Strong Sell 0 0.0%
12-Month Price Target
19 analysts · 2026-08-14Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $2.56 | $2.48 | 0.08% |
| March 31, 2026 | $2.50 | $2.53 | -0.03% |
| Dec. 31, 2025 | $2.98 | $2.64 | 0.34% |
| Sept. 30, 2025 | $2.77 | $2.30 | 0.47% |
| June 30, 2025 | $2.58 | $2.36 | 0.22% |
| March 31, 2025 | $1.54 | $1.35 | 0.19% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ACGL | — | — | — | — | — | — |
| AXS | $7.94B | 8.7 | 10.2% | 15.4% | 16.2% | — |
| HG | $2.76B | 5.0 | 24.7% | 28.9% | 32.6% | — |
| AGO | $4.06B | 8.8 | 27.3% | 45.3% | 9.0% | — |
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Institutional owners (13F) 972 filers · $20.4B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 116 (+4 vs prior Q) | 97 (0 vs prior Q) | 306 (-12 vs prior Q) | 355 (+15 vs prior Q) | +35.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $2,156,811,802 | 22,221,428 | 10.55% | Shares |
| Artisan Partners Limited Partnership | $2,096,097,569 | 21,595,895 | 10.25% | Shares |
| STATE STREET CORP | $1,577,342,637 | 16,251,212 | 7.72% | Shares |
| BAMCO INC /NY/ | $1,540,579,997 | 15,872,450 | 7.54% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,410,025,853 | 14,527,363 | 6.90% | Shares |
| WCM INVESTMENT MANAGEMENT, LLC | $1,174,118,612 | 11,973,471 | 5.74% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $903,821,790 | 9,348,957 | 4.42% | Shares |
| NORGES BANK | $453,825,092 | 4,675,717 | 2.22% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $436,167,257 | 4,493,790 | 2.13% | Shares |
| Madison Investment Advisors, LLC | $410,010,430 | 4,439,745 | 2.01% | Shares |
| Madison Asset Management, LLC | $368,807,502 | 3,799,789 | 1.80% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $326,948,055 | 3,368,515 | 1.60% | Shares |
| MARSHFIELD ASSOCIATES | $323,319,956 | 3,331,135 | 1.58% | Shares |
| Polar Capital Holdings Plc | $289,238,800 | 2,980,000 | 1.41% | Shares |
| High Ground Investment Management LLP | $253,556,826 | 2,612,372 | 1.24% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $221,272,806 | 2,268,534 | 1.08% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $213,611,469 | 2,200,819 | 1.04% | Shares |
| Robeco Institutional Asset Management B.V. | $198,873,318 | 2,048,973 | 0.97% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $188,374,339 | 1,940,803 | 0.92% | Shares |
| COOKE & BIELER LP | $179,119,183 | 1,845,448 | 0.88% | Shares |
| GQG Partners LLC | $166,676,867 | 1,717,256 | 0.82% | Shares |
| AMERICAN CENTURY COMPANIES INC | $132,477,130 | 1,364,898 | 0.65% | Shares |
| FIDUCIARY MANAGEMENT INC /WI/ | $118,920,436 | 1,225,226 | 0.58% | Shares |
| GOLDMAN SACHS GROUP INC | $113,065,227 | 1,164,900 | 0.55% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $107,665,164 | 1,109,264 | 0.53% | Shares |
| Maren Capital LLC | $102,647,841 | 1,057,571 | 0.50% | Shares |
| ASSETMARK, INC | $101,924,501 | 1,050,118 | 0.50% | Shares |
| Legal & General Group Plc | $98,827,076 | 1,018,206 | 0.48% | Shares |
| Swiss National Bank | $95,099,388 | 979,800 | 0.47% | Shares |
| FMR LLC | $92,546,794 | 953,501 | 0.45% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $90,681,411 | 934,282 | 0.44% | Shares |
| BlackRock, Inc. | $84,799,769 | 873,684 | 0.41% | Shares |
| BARCLAYS PLC | $84,745,222 | 873,122 | 0.41% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $82,810,233 | 853,186 | 0.41% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $78,617,532 | 809,989 | 0.38% | Shares |
| Capital International Investors | $78,106,900 | 804,728 | 0.38% | Shares |
| TWO SIGMA INVESTMENTS, LP | $76,406,408 | 787,208 | 0.37% | Shares |
| VANGUARD GROUP INC | $75,833,968 | 790,596 | 0.37% | Shares |
| Vanguard Global Advisers, LLC | $73,613,604 | 758,434 | 0.36% | Shares |
| National Pension Service | $69,798,564 | 719,128 | 0.34% | Shares |
| California Public Employees Retirement System | $69,292,784 | 713,917 | 0.34% | Shares |
| Clearbridge Investments, LLC | $68,403,272 | 704,752 | 0.33% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $66,106,692 | 681,091 | 0.32% | Shares |
| TWO SIGMA ADVISERS, LP | $66,079,288 | 688,900 | 0.32% | Shares |
| Davis Asset Management, L.P. | $63,089,000 | 650,000 | 0.31% | Shares |
| RHUMBLINE ADVISERS | $61,382,952 | 632,424 | 0.30% | Shares |
| JANE STREET GROUP, LLC | $56,529,006 | 582,413 | 0.28% | Shares |
| BANK OF AMERICA CORP /DE/ | $56,052,927 | 577,508 | 0.27% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $51,870,417 | 534,416 | 0.25% | Shares |
| GENERAL AMERICAN INVESTORS CO INC | $51,461,212 | 530,200 | 0.25% | Shares |
| PFA Pension, Forsikringsaktieselskab | $50,983,978 | 525,283 | 0.25% | Shares |
| UBS Group AG | $48,523,788 | 499,936 | 0.24% | Shares |
| Port Capital LLC | $48,234,549 | 496,956 | 0.24% | Shares |
| Mariner, LLC | $47,372,472 | 488,075 | 0.23% | Shares |
| STOREBRAND ASSET MANAGEMENT AS | $47,233,375 | 486,641 | 0.23% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $45,435,235 | 473,333 | 0.22% | Shares |
| FPR PARTNERS LLC | $44,829,979 | 466,105 | 0.22% | Shares |
| AMERIPRISE FINANCIAL INC | $43,570,817 | 448,906 | 0.21% | Shares |
| Smith Group Asset Management, LLC | $42,969,433 | 442,710 | 0.21% | Shares |
| ANCHOR CAPITAL ADVISORS LLC | $42,689,234 | 439,823 | 0.21% | Shares |
| STIFEL FINANCIAL CORP | $41,958,240 | 432,292 | 0.21% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $39,763,735 | 409,682 | 0.19% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38,431,032 | 385,850 | 0.19% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $37,512,525 | 386,488 | 0.18% | Shares |
| Champlain Investment Partners, LLC | $35,984,510 | 370,745 | 0.18% | Shares |
| ALLIANCEBERNSTEIN L.P. | $35,500,846 | 369,839 | 0.17% | Shares |
| Allianz Asset Management GmbH | $32,890,625 | 338,869 | 0.16% | Shares |
| COMMERCE BANK | $32,774,541 | 337,673 | 0.16% | Shares |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $32,334,957 | 333,144 | 0.16% | Shares |
| Caisse de depot et placement du Quebec | $32,068,624 | 330,400 | 0.16% | Shares |
| Arbejdsmarkedets Tillaegspension | $30,496,252 | 314,200 | 0.15% | Shares |
| AVIVA PLC | $29,801,497 | 307,042 | 0.15% | Shares |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $29,768,302 | 306,700 | 0.15% | Shares |
| Gladstone Capital Management LLP | $29,764,905 | 306,665 | 0.15% | Shares |
| MILLENNIUM MANAGEMENT LLC | $29,690,848 | 305,902 | 0.15% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $29,559,235 | 304,546 | 0.14% | Shares |
| Quantinno Capital Management LP | $29,286,265 | 301,733 | 0.14% | Shares |
| APG Asset Management N.V. | $29,010,184 | 341,720 | 0.14% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25,871,897 | 269,527 | 0.13% | Shares |
| AustralianSuper Pty Ltd | $25,842,031 | 266,248 | 0.13% | Shares |
| CWM, LLC | $23,629,571 | 246,167 | 0.12% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $23,585,386 | 242,998 | 0.12% | Shares |
| KLP KAPITALFORVALTNING AS | $23,298,379 | 240,041 | 0.11% | Shares |
| Korea Investment CORP | $23,176,375 | 238,784 | 0.11% | Shares |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $22,952,361 | 236,476 | 0.11% | Shares |
| RAYMOND JAMES FINANCIAL INC | $22,935,181 | 236,299 | 0.11% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $22,880,342 | 235,734 | 0.11% | Shares |
| Mitsubishi UFJ Trust & Banking Corp | $22,551,309 | 232,344 | 0.11% | Shares |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $22,459,684 | 231,400 | 0.11% | Shares |
| BRAUN STACEY ASSOCIATES INC | $22,374,854 | 230,526 | 0.11% | Shares |
| PEAK6 LLC | $22,323,800 | 230,000 | 0.11% | Put option |
| Squarepoint Ops LLC | $22,236,058 | 229,096 | 0.11% | Shares |
| Bridgewater Associates, LP | $21,727,852 | 223,860 | 0.11% | Shares |
| ASR Vermogensbeheer N.V. | $21,590,876 | 222,451 | 0.11% | Shares |
| STRS OHIO | $21,489,472 | 221,404 | 0.11% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $21,307,875 | 219,722 | 0.10% | Shares |
| PhiloSmith Capital Corp | $20,578,661 | 212,020 | 0.10% | Shares |
| ROYAL LONDON ASSET MANAGEMENT LTD | $20,542,070 | 211,643 | 0.10% | Shares |
| LPL Financial LLC | $19,916,984 | 205,203 | 0.10% | Shares |
| Robertson Opportunity Capital, LLC | $19,616,408 | 202,106 | 0.10% | Shares |
Company insiders 42 insiders · 13 officers · 24 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Maamoun Rajeh | Chairman & CEO Arch Re Group | June 3, 2022 M | 412,990 | 0 | 0 | $0 |
| Marc Grandisson | CEO | May 6, 2022 M | 112,398 | 0 | 0 | $0 |
| David Gansberg | CEO, Global Mortgage Group | March 10, 2022 F | 172,763 | 0 | 0 | $0 |
| David Mcelroy | Chairman & CEO Arch Insur Gr | May 8, 2017 A | 74,765 | 0 | 0 | $0 |
| Ralph E Jones III | Chairman & CEO Arch Insur Gr | May 9, 2008 A | 100 | 0 | 0 | $0 |
| Francois Morin | EVP and CFO | March 14, 2022 S | 202,259 | 0 | 0 | $0 |
| Mark Donald Lyons | EVP,CFO & Treasurer | May 15, 2018 S | 145,216 | 0 | 0 | $0 |
| John C.R. Hele | EVP,CFO & Treasurer | Aug. 16, 2012 S | 107,297 | 0 | 0 | $0 |
| Christine Todd | SVP & Chief Investment Officer | Feb. 25, 2022 A | 24,263 | 0 | 0 | $0 |
| Preston W Hutchings | SVP & Chief Investment Officer | May 27, 2021 S | 427,097 | 0 | 0 | $0 |
| Constantine Iordanou | Chairman | Sept. 11, 2019 G | 687,355 | 0 | 0 | $0 |
| Andrew Rippert | Chief Innov&Strateg Investmt | Feb. 28, 2019 A | 106,389 | 0 | 0 | $0 |
| Dwight R Evans | executive | May 20, 2005 S | 62,421 | 0 | 0 | $0 |
| Brian S Posner | Director | June 3, 2026 S | 0 | 0 | 3 | $-144,590 |
| John L Bunce JR | Director | May 5, 2026 A | 1,563,067 | 0 | 0 | $0 |
| Francis Ebong | Director | May 4, 2022 A | 4,820 | 0 | 0 | $0 |
| Moira A. Kilcoyne | Director | May 4, 2022 A | 23,395 | 0 | 0 | $0 |
| Laurie Goodman | Director | May 4, 2022 A | 30,769 | 0 | 0 | $0 |
| Eric Doppstadt | Director | May 4, 2022 A | 76,065 | 0 | 0 | $0 |
| Eileen A Mallesch | Director | May 4, 2022 A | 6,998 | 0 | 0 | $0 |
| Eugene S Sunshine | Director | May 4, 2022 A | 29,647 | 0 | 0 | $0 |
| Louis J Paglia | Director | May 4, 2022 A | 52,342 | 0 | 0 | $0 |
| Thomas R Watjen | Director | May 4, 2022 A | 21,957 | 0 | 0 | $0 |
| Yiorgos Lillikas | Director | Feb. 26, 2019 S | 51,214 | 0 | 0 | $0 |
| Kewsong Lee | Director | May 4, 2017 A | 246,404 | 0 | 0 | $0 |
| Deanna Mulligan | Director | May 6, 2016 A | 11,520 | 0 | 0 | $0 |
| James J Meenaghan | Director | Dec. 9, 2014 G | 47,804 | 0 | 0 | $0 |
| Robert F Works | Director | May 9, 2013 A | 60,292 | 0 | 0 | $0 |
| Wolfe H Bragin | Director | Nov. 30, 2012 G | 18,660 | 0 | 0 | $0 |
| Sean Carney | Director | May 5, 2010 A | 67,818 | 0 | 0 | $0 |
| Paul B Ingrey | Director | March 2, 2009 P | 50,000 | 0 | 0 | $0 |
| Jeffrey A Goldstein | Director | June 14, 2007 J | 492 | 0 | 0 | $0 |
| David R Tunnell | Director | May 3, 2006 A | 21,132 | 0 | 0 | $0 |
| APPEL PETER A | Director | Feb. 21, 2006 M | 201,843 | 0 | 0 | $0 |
| Robert Clements | Director | March 8, 2005 X | 529,806 | 0 | 0 | $0 |
| WARBURG PINCUS LLC | 10% owner | Oct. 30, 2008 J | 3,989,150 | 0 | 0 | $0 |
| H&F CORP INVESTORS IV BERMUDA LTD | 10% owner | May 15, 2007 J | 0 | 0 | 0 | $0 |
| John M Pasquesi | — | May 5, 2026 A | 294,305 | 0 | 3 | $-19,970,865 |
| Nicolas Papadopoulo | — | March 10, 2026 M | 871,594 | 0 | 1 | $-2,112,078 |
| Louis T Petrillo | — | March 3, 2026 A | 151,490 | 0 | 0 | $0 |
| John D Vollaro | — | Oct. 30, 2025 G | 192,807 | 0 | 0 | $0 |
| John F Rathgeber | — | Feb. 23, 2008 F | 14,463 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 34 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Arch Capital Group Ltd. (2), Arch Reinsurance Ltd. (2), Gulf Reinsurance Limited (2) ×2 filings | July 7, 2021 | — | Initial filing | — | SEC |
| Warburg Pincus (Bermuda) Private Equity VIII L.P. S.S. OR, Warburg Pincus (Bermuda) International Partners, L.P. S.S. OR, Warburg Pincus Netherlands International Partners I, C.V. S.S. OR, Warburg Pincus (Bermuda) Private Equity Ltd. S.S. OR, Warburg Pincus (Bermuda) International Ltd. S.S. OR, Warburg Pincus & Co. S.S. OR, Warburg Pincus Partners, LLC S.S. OR, Warburg Pincus LLC S.S. OR | Nov. 20, 2009 | — | Initial filing | — | SEC |
| Oct. 31, 2008 | — | Initial filing | — | SEC | |
| Warburg Pincus (Bermuda) Private Equity VIII, L.P. S.S. OR, Warburg Pincus (Bermuda) International Partners, L.P. S.S. OR, Warburg Pincus Netherlands International Partners I, C.V. S.S. OR, Warburg Pincus (Bermuda) Private Equity Ltd. S.S. OR, Warburg Pincus (Bermuda) International Ltd. S.S. OR, Warburg Pincus & Co. S.S. OR, Warburg Pincus Partners, LLC S.S. OR, Warburg Pincus LLC S.S. OR ×3 filings | April 29, 2008 | — | Initial filing | — | SEC |
| HFCP IV (BERMUDA), L.P., H&F INTERNATIONAL PARTNERS IV-A (BERMUDA), L.P., H&F INTERNATIONAL PARTNERS IV-B (BERMUDA), L.P., H&F EXECUTIVE FUND IV (BERMUDA), L.P., H&F INVESTORS IV (BERMUDA), L.P., H&F CORPORATE INVESTORS IV (BERMUDA), LTD. ×2 filings | May 17, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | May 5, 2006 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Feb. 17, 2006 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Feb. 6, 2006 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 30, 2005 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Oct. 4, 2005 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 7, 2005 | — | Initial filing | — | SEC |
| SS. OR ×4 filings | Sept. 29, 2004 | — | Initial filing | — | SEC |
| John M. Pasquesi ×2 filings | Aug. 13, 2004 | — | Initial filing | — | SEC |
| Robert Clements | July 15, 2004 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 12, 2004 | — | Initial filing | — | 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 ownership Held by 121 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| KBWP · Invesco Exchange-Traded Fund Trust … | 3.73% | 102,549 SH | Aug. 8, 2026 | Daily |
| IAK · iShares Trust | 3.64% | 202,718 SH | Aug. 8, 2026 | Daily |
| SPGP · Invesco Exchange-Traded Fund Trust | 1.85% | 437,513 SH | Aug. 8, 2026 | Daily |
| CZA · Invesco Exchange-Traded Fund Trust | 1.63% | 31,786 SH | Aug. 8, 2026 | Daily |
| RSPF · Invesco Exchange-Traded Fund Trust | 1.28% | 40,089 SH | Aug. 8, 2026 | Daily |
| PGF · Invesco Exchange-Traded Fund Trust | 1.13% | 432,011 | Aug. 8, 2026 | Daily |
| ESLV · Strategy Shares | 1.11% | 1,378 NS | April 30, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 1.02% | 183,458 SH | Aug. 8, 2026 | Daily |
| SPLV · Invesco Exchange-Traded Fund Trust … | 0.89% | 648,032 SH | Aug. 8, 2026 | Daily |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.80% | 56,045 NS | May 31, 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0.56% | 2,132,156 SH | Aug. 8, 2026 | Daily |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.56% | 1,204,437 | Aug. 8, 2026 | Daily |
| IYF · iShares Trust | 0.52% | 229,281 SH | Aug. 8, 2026 | Daily |
| RPV · Invesco Exchange-Traded Fund Trust | 0.51% | 88,840 SH | Aug. 8, 2026 | Daily |
| IMCV · iShares Trust | 0.49% | 56,343 SH | Aug. 8, 2026 | Daily |
| WLDR · Two Roads Shared Trust | 0.47% | 3,520 NS | April 30, 2026 | N-PORT |
| ACWV · iShares, Inc. | 0.46% | 154,264 SH | Aug. 8, 2026 | Daily |
| AVLV · AMERICAN CENTURY ETF TRUST | 0.44% | 636,878 NS | May 31, 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0.39% | 565,031 SH | Aug. 8, 2026 | Daily |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.38% | 17,026 NS | May 31, 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0.34% | 394 NS | May 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.33% | 524,550 SH | Aug. 8, 2026 | Daily |
| FAS · Direxion Shares ETF Trust | 0.33% | 68,391 NS | April 30, 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0.33% | 14,884 NS | April 30, 2026 | N-PORT |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.32% | 636,269 SH | Aug. 8, 2026 | Daily |
| VO · VANGUARD INDEX FUNDS | 0.31% | 7,193,233 SH | Aug. 8, 2026 | Daily |
| DFLV · Dimensional ETF Trust | 0.31% | 192,789 NS | April 30, 2026 | N-PORT |
| SPVU · Invesco Exchange-Traded Fund Trust … | 0.29% | 4,443 NS | May 31, 2026 | N-PORT |
| PFF · iShares Trust | 0.28% | 2,081,446 SH | Aug. 8, 2026 | Daily |
| BSCQ · Invesco Exchange-Traded Self-Indexe… | 0.25% | 8,859,000 | Aug. 8, 2026 | Daily |
| IWR · iShares Trust | 0.25% | 1,415,469 SH | Aug. 8, 2026 | Daily |
| IMCB · iShares Trust | 0.24% | 40,550 SH | Aug. 8, 2026 | Daily |
| SMIZ · Zacks Trust | 0.24% | 6,867 NS | May 31, 2026 | N-PORT |
| ESMV · iShares Trust | 0.23% | 185 SH | Aug. 8, 2026 | Daily |
| BFOR · ALPS ETF Trust | 0.22% | 5,300 NS | May 31, 2026 | N-PORT |
| IXG · iShares Trust | 0.22% | 15,336 SH | Aug. 8, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.21% | 15,398 SH | Aug. 8, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.20% | 2,032,507 SH | Aug. 8, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.20% | 17,485 SH | Aug. 8, 2026 | Daily |
| XOEF · iShares Trust | 0.19% | 438 SH | Aug. 8, 2026 | Daily |
| SUSA · iShares Trust | 0.19% | 78,527 SH | Aug. 8, 2026 | Daily |
| SIZE · iShares Trust | 0.19% | 8,252 SH | Aug. 8, 2026 | Daily |
| EUSA · iShares, Inc. | 0.18% | 35,384 SH | Aug. 8, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.18% | 17,419 SH | Aug. 8, 2026 | Daily |
| VLUE · iShares Trust | 0.17% | 165,869 SH | Aug. 8, 2026 | Daily |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.17% | 9,089 NS | May 31, 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.17% | 200,000 | Aug. 8, 2026 | Daily |
| DFVX · Dimensional ETF Trust | 0.17% | 8,527 NS | April 30, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.16% | 251,615 NS | April 30, 2026 | N-PORT |
| ESGU · iShares Trust | 0.16% | 297,233 SH | Aug. 8, 2026 | Daily |