EWBC East West Bancorp, Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$134.21
Price · Aug 19, 2026
Fundamentals as of Aug 7, 2026

About East West Bancorp, Inc. - Common Stock Company overview from Wikipedia

East West Bank is an American bank that is the primary subsidiary of East West Bancorp. It is the largest publicly traded bank headquartered in Southern California. The company has been ranked the #1 performing U.S. bank with more than $10 billion in assets by S&P Global Market Intelligence, and the top performing bank in its asset size by Bank Director for three straight years since 2023.

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East West Bank is an American bank that is the primary subsidiary of East West Bancorp. It is the largest publicly traded bank headquartered in Southern California. The company has been ranked the #1 performing U.S. bank with more than $10 billion in assets by S&P Global Market Intelligence, and the top performing bank in its asset size (in excess of $50 billion) by Bank Director for three straight years since 2023.

East West was founded in 1973 in Los Angeles to serve the Chinese American community. As of 2025, the company is involved in commercial banking, residential lending, private equity, media, entertainment, infrastructure, healthcare, clean energy, technology, manufacturing, commercial real estate, and other sectors.

History

In 1973, East West Federal Bank was founded as a federal savings and loan association, focused on serving the Chinese American community in Southern California.

In 1991, during the savings and loan crisis, the company acquired Pacific Coast Savings, which increased the bank's assets from $600 million to $1 billion and expanded operations to San Francisco, California.

In 1992, Dominic Ng was named CEO of the company. East West became a state-chartered commercial bank on July 31, 1995. In 1999, the company acquired First Central Bank for $13.5 million in cash.

In 2004, East West acquired Trust Bank, a Chinese American bank based in Monterey Park, California, with four branches and $235 million in assets, for $32.9 million. In 2005, the company acquired United National Bank, a commercial bank headquartered in San Marino, California, with 11 branches and $665 million in loans receivable, for $177.9 million. In 2006, the company acquired Standard Bank, a Chinese-American bank headquartered in Monterey Park, California, with 6 branches and $923 million in assets, for $200 million.

In 2007, the company acquired Desert Community Bank, a community bank operating in the Victor Valley region of California. Desert Community Bank branches remained branded as such and did not change to East West. In November 2017, East West agreed to sell Desert Community Bank to Flagstar Bank; the deal was completed in March 2018.

In 2009, East West acquired the assets of San Francisco-based United Commercial Bank (UCB), via a transaction facilitated by the Federal Deposit Insurance Corporation. This expanded East West’s reach by 63 branches, including 17 in Southern California, and branches in Houston, Boston, and Atlanta, as well as branches in Hong Kong and China.

In 2010, the company acquired the assets, including four branches, of Washington First International Bank of Seattle, Washington, via a transaction facilitated by the Federal Deposit Insurance Corporation. In 2014, East West acquired MetroCorp Bancshares, which operated as MetroBank, for $268 million in cash and stock.

In 2023, the company was named the top public bank in the United States with more than $10 billion in assets by S&P Global Market Intelligence. That same year, East West celebrated its 50th anniversary and became the largest state-chartered bank in California, surpassing $68 billion in assets.

In 2021, 2023, 2024, and 2025, East West earned recognition as the top performing bank in the $50 billion and above asset size category by Bank Director. As of June 2025, East West has more than $78 billion in assets and over 100 locations in the U.S. and Asia. In September 2024, the company marked its 25th anniversary on the Nasdaq stock exchange, with CEO Dominic Ng ringing the opening bell.

East West is also known for helping finance major films and television shows, including Everything Everywhere All at Once, Yellowstone, and Orange is the New Black.

Philanthropy

2025 wildfire relief

After the January 2025 Southern California wildfires, East West donated $250,000 to the Pasadena Community Foundation’s Eaton Fire Relief and Recovery Fund. The bank contributed an additional $100,000 to the YMCA of Metropolitan Los Angeles, while the bank’s employees created their own relief fund with the company matching contributions. East West’s donations to first responders and nonprofit organizations exceeded $1 million, as of August 2025. For customers, East West activated a “Skip-a-Pay” program, allowing affected homeowners to delay mortgage payments.

The bank also partnered with major museums, foundations, and philanthropists to help launch the “LA Arts Community Fire Relief Fund,” which raised an initial $12 million to support artists and arts workers impacted by the fires.

East West has participated in United Way’s WalkUnited LA. In July 2025, more than 500 East West-affiliated participants joined the walk, raising over $40,000. The bank pledged an additional $100,000 matching grant. East West’s other nonprofit partners include Gold House Foundation, Grameen America, Junior Achievement, Operation Hope, and San Gabriel Habitat for Humanity.

Sponsorships

In 2005, East West signed figure skater Michelle Kwan to be a spokesperson and purchased the naming rights to East West Ice Palace, an ice rink arena in Artesia, California.

In 2023, the company signed professional golfer Rose Zhang to a sponsorship deal.

In 2024, the Los Angeles County Museum of Art (LACMA) announced a new multi-year partnership with East West, which supports exhibitions and educational programs at the museum. East West has also helped LACMA expand its collection.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

EWBC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$134.21
Market Cap
$18.38B
P/E (TTM)
14.0
EPS (TTM)
$9.52
Revenue (TTM)
Div Yield
ROE
15.5%
Debt/Equity
52W Range
$93 – $137

EWBC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
EPS $9.52
3-point trend, +16.4%
2023-12-31 2025-12-31
Free Cash Flow
Margins 45.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
EWBC
Peer Median
P/E (TTM)
3-point trend, +34.2%
14.0
12.1
P/S (TTM)
3-point trend, +53.5%
299.1
2.3
P/B
3-point trend, +19.9%
2.1
1.1

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
EWBC
Peer Median
Net Profit Margin
3-point trend, +1.5%
45.2%
29.2%
ROA
3-point trend, +0.6%
1.7%
1.2%
ROE
3-point trend, -9.6%
15.5%
11.1%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
EWBC
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
EWBC
Peer Median
Revenue YoY
12.2%
Revenue CAGR 3Y
7.7%
Revenue CAGR 5Y
12.7%
EPS YoY
3-point trend, +16.4%
14.3%
Net Income YoY
3-point trend, +14.1%
13.7%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
EWBC
Peer Median
EPS (Diluted)
3-point trend, +16.4%
$9.52

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
EWBC
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
Aug. 3, 2026$0.8000
May 4, 2026$0.8000
Feb. 2, 2026$0.8000
Nov. 3, 2025$0.6000
Aug. 4, 2025$0.6000
May 2, 2025$0.6000
Feb. 3, 2025$0.6000
Nov. 4, 2024$0.5500
Aug. 2, 2024$0.5500
May 2, 2024$0.5500
Feb. 1, 2024$0.5500
Oct. 31, 2023$0.4800
July 31, 2023$0.4800
April 28, 2023$0.4800
Feb. 3, 2023$0.4800
Oct. 31, 2022$0.4000
July 29, 2022$0.4000
April 29, 2022$0.4000
Feb. 4, 2022$0.4000
Oct. 29, 2021$0.3300

EWBC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 23 analysts
  • Strong Buy 6 26.1%
  • Buy 12 52.2%
  • Hold 5 21.7%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

16 analysts · 2026-08-15
Median target $150.00 +11.8%
Mean target $148.12 +10.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.03%
Period EPS Actual EPS Est Surprise
June 30, 2026 $2.63 $2.67 -0.04%
March 31, 2026 $2.57 $2.52 0.05%
Dec. 31, 2025 $2.52 $2.55 -0.03%
Sept. 30, 2025 $2.62 $2.42 0.20%
June 30, 2025 $2.28 $2.29 -0.01%
March 31, 2025 $2.09 $2.10 -0.01%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
EWBC $15.46B 11.8 12.2% 45.2% 15.5%
TFC $62.13B 12.9 53.0% 26.1% 8.2%
MTB 11.9 7.5% 172.1% 9.9%
HBAN
CFG $25.07B 15.1 5.6% 22.2% 7.1%
RF 11.8 28.6% 11.4%
PNFP $7.41B 11.8 18.3% 31.2% 9.5%
WBS 10.7 11.9%
FHN $11.59B 12.8 7.2% 28.7% 11.1%
UMBF $8.74B 12.4 62.8% 26.5% 9.4%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 11
Annual Income Statement data for EWBC
Metric Trend 2025202420232022202120202019201820172016
Revenue 4-point trend, +5.9% · · · · · · $55M $53M $54M $52M
Interest Expense 8-point trend, +1217.7% · · $1.38B $275M $87M $218M $414M $265M $140M $105M
Interest Income 10-point trend, +277.4% $4.29B $4.19B $3.69B $2.32B $1.62B $1.60B $1.88B $1.65B $1.33B $1.14B
Pretax Income 10-point trend, +201.6% $1.73B $1.48B $1.46B $1.41B $1.06B $686M $844M $819M $735M $572M
Income Tax 10-point trend, +184.9% $400M $316M $299M $284M $183M $118M $170M $115M $229M $141M
Net Income 10-point trend, +207.0% $1.33B $1.17B $1.16B $1.13B $873M $568M $674M $704M $506M $432M
EPS (Basic) 10-point trend, +219.3% $9.58 $8.39 $8.23 $7.98 $6.16 $3.99 $4.63 $4.86 $3.50 $3.00
EPS (Diluted) 10-point trend, +220.5% $9.52 $8.33 $8.18 $7.92 $6.10 $3.97 $4.61 $4.81 $3.47 $2.97
Shares (Basic) 10-point trend, -4.0% 138,342,000 138,898,000 141,164,000 141,326,000 141,826,000 142,336,000 145,497,000 144,862,000 144,444,000 144,087,000
Shares (Diluted) 10-point trend, -4.2% 139,130,000 139,958,000 141,902,000 142,492,000 143,140,000 142,991,000 146,179,000 146,169,000 145,913,000 145,172,000
EBITDA 10-point trend, +31.1% $213M $198M $163M $160M $157M $120M $144M $139M $150M $163M
Balance Sheet 18
Annual Balance Sheet data for EWBC
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents 10-point trend, +123.0% $4.19B $5.25B $4.61B $3.48B $3.91B $4.02B $3.26B $3.00B $2.17B $1.88B
PP&E (Net) 10-point trend, -48.5% $82M $82M $86M $89M $97M $103M $118M $119M $121M $160M
Accum. Depreciation 10-point trend, +52.6% $175M $166M $158M $148M $139M $128M $117M $119M $112M $115M
Goodwill 10-point trend, -0.8% $466M $466M $466M $466M $466M $466M $466M $466M $469M $469M
Intangibles · · · · · · · · · $28M
Total Assets 10-point trend, +131.2% $80.43B $75.98B $69.61B $64.11B $60.87B $52.16B $44.20B $41.04B $37.12B $34.79B
Short-term Debt 4-point trend, -52.3% · · · · · · $29M $58M $0 $60M
Total Liabilities 10-point trend, +128.1% $71.54B $68.25B $62.66B $58.13B $55.03B $46.89B $39.18B $36.62B $33.28B $31.36B
Long-term Debt 3-point trend, -21.2% · · · · · · · $147M $172M $186M
Total Debt 4-point trend, -52.3% · · · · · · $29M $58M $0 $60M
Common Stock 10-point trend, +3.7% $170.0K $170.0K $169.0K $168.0K $168.0K $167.0K $167.0K $166.0K $165.0K $164.0K
Paid-in Capital 10-point trend, +22.2% $2.11B $2.03B $1.98B $1.94B $1.89B $1.86B $1.83B $1.79B $1.76B $1.73B
Retained Earnings 10-point trend, +279.5% $8.30B $7.31B $6.47B $5.58B $4.68B $4.00B $3.69B $3.16B $2.58B $2.19B
Treasury Stock 10-point trend, +165.9% $1.17B $1.03B $875M $769M $650M $634M $480M $468M $452M $439M
AOCI 10-point trend, -617.8% $-346M $-585M $-621M $-766M $-90M $44M $-18M $-58M $-38M $-48M
Stockholders' Equity 10-point trend, +159.6% $8.90B $7.72B $6.95B $5.98B $5.84B $5.27B $5.02B $4.42B $3.84B $3.43B
Liabilities + Equity 10-point trend, +131.2% $80.43B $75.98B $69.61B $64.11B $60.87B $52.16B $44.20B $41.04B $37.12B $34.79B
Shares Outstanding 7-point trend, -5.5% 137,578,862 138,437,299 140,027,367 140,947,846 141,907,954 141,565,229 145,625,385 · · ·
Cash Flow 15
Annual Cash Flow data for EWBC
Metric Trend 2025202420232022202120202019201820172016
D&A 10-point trend, +54.9% $213M $212M $174M $160M $157M $120M $144M $139M $150M $138M
Stock-based Comp 10-point trend, +244.7% $76M $46M $40M $38M $33M $29M $31M $31M $25M $22M
Deferred Tax 10-point trend, -128.8% $-8M $-14M $-49M $-44M $5M $-42M $-22M $-16M $34M $27M
Amort. of Intangibles 2-point trend, -14.2% · · · · · · · · $7M $8M
Other Non-cash 10-point trend, -6975.2% $-105M $16M $110M $784M $101M $18M $-92M $26M $-17M $-1M
Operating Cash Flow 10-point trend, +131.0% $1.50B $1.41B $1.42B $2.07B $1.17B $693M $733M $883M $703M $650M
CapEx 6-point trend, -50.6% · · · · $6M $3M $10M $14M $14M $12M
Investing Cash Flow 10-point trend, -204.2% $-5.48B $-6.30B $-4.25B $-4.58B $-9.12B $-6.87B $-2.59B $-3.83B $-2.51B $-1.80B
Stock Repurchased 8-point trend, +115590000.00 $116M $143M $82M $100M $0 $146M $0 $0 · ·
Net Stock Activity 6-point trend, +20.8% $-116M $-143M $-82M $-100M $0 $-146M · · · ·
Financing Cash Flow 10-point trend, +72.5% $2.90B $5.53B $3.96B $2.11B $7.84B $6.91B $2.13B $3.80B $2.07B $1.68B
Net Change in Cash 10-point trend, -305.3% $-1.06B $636M $1.13B $-431M $-105M $757M $260M $827M $296M $518M
Taxes Paid 10-point trend, +604.7% $278M $247M $292M $281M $139M $116M $158M $86M $98M $39M
Free Cash Flow 5-point trend, +70.2% · · · · $1.16B $691M $726M $869M $683M ·
Levered FCF 5-point trend, +85.8% · · · · $1.09B $510M $395M $641M $587M ·
Profitability 5
Annual Profitability data for EWBC
Metric Trend 2025202420232022202120202019201820172016
Net Margin 10-point trend, +27.3% 45.2% 44.6% 44.5% 48.1% 48.0% 35.2% 1218.5% 1311.8% 35.0% 35.5%
Pretax Margin 10-point trend, +25.0% 58.9% 56.7% 56.0% 60.2% 58.1% 42.5% 1525.6% 1526.2% 50.9% 47.1%
EBITDA Margin 10-point trend, -45.7% 7.3% 7.6% 6.3% 6.8% 8.6% 7.4% 260.6% 260.0% 10.4% 13.4%
ROA 10-point trend, +33.1% 1.7% 1.6% 1.7% 1.8% 1.4% 1.1% 1.5% 1.8% 1.4% 1.3%
ROE 10-point trend, +22.1% 15.5% 15.2% 17.1% 19.4% 15.2% 10.9% 13.6% 16.2% 13.3% 12.7%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for EWBC
Metric Trend 2025202420232022202120202019201820172016
Debt / Equity 4-point trend, -67.4% · · · · · · 0.0 0.0 0.0 0.0
Efficiency 1
Annual Efficiency data for EWBC
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover 10-point trend, +5.0% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 6
Annual Per Share data for EWBC
Metric Trend 2025202420232022202120202019201820172016
Book Value / Share 4-point trend, +52.3% $64.68 $55.79 $49.64 $42.46 · · · · · ·
Revenue / Share 10-point trend, +151.7% $21.07 $18.68 $18.38 $16.45 $12.70 $11.28 $0.38 $0.37 $9.89 $8.37
Cash Flow / Share 10-point trend, +144.1% $10.79 $10.09 $10.04 $14.50 $8.16 $4.85 $5.03 $6.04 $4.78 $4.42
Cash / Share 4-point trend, +23.2% $30.44 $37.93 $32.96 $24.70 · · · · · ·
Dividend / Share 10-point trend, +200.0% $2 $2 $2 $2 $1 $1 $1 $1 $1 $1
EPS (TTM) 10-point trend, +220.5% $9.52 $8.33 $8.18 $7.92 $6.10 $3.97 $4.61 $4.81 $3.47 $2.97
Growth Rates 9
Annual Growth Rates data for EWBC
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY 5-point trend, -4.2% 12.2% 0.33% 11.1% 29.0% 12.7% · · · · ·
Revenue CAGR 3Y 3-point trend, -55.4% 7.7% 12.9% 17.3% · · · · · · ·
Revenue CAGR 5Y 12.7% · · · · · · · · ·
EPS YoY 5-point trend, -73.4% 14.3% 1.8% 3.3% 29.8% 53.6% · · · · ·
EPS CAGR 3Y 3-point trend, -76.8% 6.3% 10.9% 27.3% · · · · · · ·
EPS CAGR 5Y 19.1% · · · · · · · · ·
Net Income YoY 5-point trend, -74.5% 13.7% 0.38% 2.9% 29.2% 53.8% · · · · ·
Net Income CAGR 3Y 3-point trend, -79.5% 5.5% 10.1% 26.9% · · · · · · ·
Net Income CAGR 5Y 18.5% · · · · · · · · ·
Valuation (TTM) 9
Annual Valuation (TTM) data for EWBC
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM 10-point trend, +17.6% $61M $61M $61M $61M $61M $61M $55M $53M $54M $52M
Net Income TTM 10-point trend, +207.0% $1.33B $1.17B $1.16B $1.13B $873M $568M $674M $704M $506M $432M
Market Cap 4-point trend, +66.5% $15.46B $13.26B $10.07B $9.29B · · · · · ·
P/E 10-point trend, -31.0% 11.8 11.5 8.8 8.3 12.9 12.8 10.6 9.0 17.5 17.1
P/S 4-point trend, +66.5% 251.6 215.7 163.9 151.1 · · · · · ·
P/B 4-point trend, +11.9% 1.7 1.7 1.4 1.6 · · · · · ·
P / Tangible Book 4-point trend, +8.9% 1.8 1.8 1.6 1.7 · · · · · ·
P / Cash Flow 4-point trend, +129.0% 10.3 9.4 7.1 4.5 · · · · · ·
Earnings Yield 10-point trend, +45.0% 8.5% 8.7% 11.4% 12.0% 7.8% 7.8% 9.5% 11.1% 5.7% 5.8%

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312025-06-302025-03-312024-12-312024-09-30
Net Income $1.33B$1.17B
Diluted EPS $9.52$8.33

Latest News Recent headlines mentioning this company

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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Institutional owners (13F) 682 filers · $9.8B 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.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
111 (+14 vs prior Q) 53 (0 vs prior Q) 227 (+2 vs prior Q) 199 (+21 vs prior Q) -3.9M

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 PORTFOLIO MANAGEMENT LLC $851,374,239 6,595,199 8.71% Shares
VANGUARD CAPITAL MANAGEMENT LLC $798,159,468 6,182,969 8.16% Shares
FMR LLC $713,687,833 5,528,607 7.30% Shares
STATE STREET CORP $648,357,752 5,022,525 6.63% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $574,877,659 4,453,309 5.88% Shares
FIRST TRUST ADVISORS LP $403,383,659 3,124,825 4.13% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $377,898,711 2,927,405 3.86% Shares
Capital International Investors $367,927,991 2,850,167 3.76% Shares
Himalaya Capital Management LLC $358,399,151 2,776,351 3.67% Shares
GEODE CAPITAL MANAGEMENT, LLC $298,647,578 2,290,633 3.05% Shares
Capital Research Global Investors $241,816,939 1,873,243 2.47% Shares
NORGES BANK $213,004,696 1,650,048 2.18% Shares
EARNEST PARTNERS LLC $209,929,127 1,626,223 2.15% Shares
DIMENSIONAL FUND ADVISORS LP $201,241,163 1,558,921 2.06% Shares
CITADEL ADVISORS LLC $169,912,002 1,316,229 1.74% Shares
JENNISON ASSOCIATES LLC $128,273,117 993,672 1.31% Shares
VANGUARD FIDUCIARY TRUST CO $111,769,607 865,827 1.14% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $96,734,108 749,354 0.99% Shares
VANGUARD GROUP INC $93,900,946 835,492 0.96% Shares
Fisher Asset Management, LLC $92,155,821 713,888 0.94% Shares
ALLIANCEBERNSTEIN L.P. $88,105,291 825,265 0.90% Shares
WESTFIELD CAPITAL MANAGEMENT CO LP $83,862,157 649,641 0.86% Shares
MILLER HOWARD INVESTMENTS INC /NY $79,063,799 612,470 0.81% Shares
AMERICAN CENTURY COMPANIES INC $78,353,037 606,964 0.80% Shares
Balyasny Asset Management L.P. $77,280,503 598,656 0.79% Shares
GOLDMAN SACHS GROUP INC $60,129,864 465,798 0.61% Shares
TWO SIGMA INVESTMENTS, LP $59,572,324 461,479 0.61% Shares
VICTORY CAPITAL MANAGEMENT INC $55,709,305 431,554 0.57% Shares
BANK OF AMERICA CORP /DE/ $50,592,566 391,917 0.52% Shares
RHUMBLINE ADVISERS $48,213,505 373,488 0.49% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $45,883,879 355,441 0.47% Shares
ENVESTNET ASSET MANAGEMENT INC $43,569,885 337,516 0.45% Shares
Retirement Systems of Alabama $39,026,231 302,318 0.40% Shares
Qube Research & Technologies Ltd $37,733,007 292,300 0.39% Shares
California Public Employees Retirement System $37,172,369 287,957 0.38% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $36,995,258 286,585 0.38% Shares
RAYMOND JAMES FINANCIAL INC $36,719,052 284,445 0.38% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $35,744,000 276,889 0.37% Shares
Swiss National Bank $35,654,658 276,200 0.36% Shares
WHITTIER TRUST CO $34,283,879 260,496 0.35% Shares
RENAISSANCE TECHNOLOGIES LLC $33,593,478 260,233 0.34% Shares
Boston Trust Walden Corp $31,909,886 247,191 0.33% Shares
Erste Asset Management GmbH $31,642,799 245,122 0.32% Shares
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $30,566,582 236,785 0.31% Shares
Aware Super Pty Ltd as trustee of Aware Super $29,267,930 226,725 0.30% Shares
Arbejdsmarkedets Tillaegspension $29,135,613 225,700 0.30% Shares
BANK OF MONTREAL /CAN/ $28,441,109 220,320 0.29% Shares
ZWJ INVESTMENT COUNSEL INC $27,863,222 215,843 0.28% Shares
Quantinno Capital Management LP $27,752,085 214,982 0.28% Shares
JONES FINANCIAL COMPANIES LLLP $27,060,230 209,008 0.28% Shares
UBS Group AG $27,025,508 209,354 0.28% Shares
Boston Partners $26,713,760 206,939 0.27% Shares
STATE OF WISCONSIN INVESTMENT BOARD $25,930,437 200,871 0.27% Shares
Point72 Asset Management, L.P. $24,933,475 193,148 0.26% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $24,735,580 191,615 0.25% Shares
PRUDENTIAL FINANCIAL INC $24,218,962 187,613 0.25% Shares
Capital International, Inc./CA/ $23,656,130 183,253 0.24% Shares
BlackRock, Inc. $23,390,333 181,194 0.24% Shares
AMERIPRISE FINANCIAL INC $22,515,749 174,419 0.23% Shares
PRINCIPAL FINANCIAL GROUP INC $21,898,415 169,625 0.22% Shares
STRS OHIO $21,452,563 166,183 0.22% Shares
NEW YORK STATE COMMON RETIREMENT FUND $21,414,095 165,885 0.22% Shares
MILLENNIUM MANAGEMENT LLC $21,341,288 165,321 0.22% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $20,735,985 160,632 0.21% Shares
Stieven Capital Advisors, L.P. $20,383,827 157,904 0.21% Shares
TRILLIUM ASSET MANAGEMENT, LLC $19,438,675 150,582 0.20% Shares
DNB Asset Management AS $19,186,259 148,627 0.20% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $17,483,018 163,760 0.18% Shares
VANGUARD ASSET MANAGEMENT, Ltd $16,869,868 130,683 0.17% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $16,673,029 156,173 0.17% Shares
Access Investment Management LLC $16,342,278 126,596 0.17% Shares
Carmel Capital Management L.L.C. $16,249,849 125,880 0.17% Shares
WHITTIER TRUST CO OF NEVADA INC $16,171,267 123,927 0.17% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $15,655,648 121,277 0.16% Shares
Nuveen, LLC $15,483,184 119,941 0.16% Shares
VAN ECK ASSOCIATES CORP $14,794,230 114,604 0.15% Shares
Mirae Asset Global Investments Co., Ltd. $14,778,352 114,481 0.15% Shares
IEQ CAPITAL, LLC $12,371,204 95,834 0.13% Shares
MARSICO CAPITAL MANAGEMENT LLC $12,352,880 95,692 0.13% Shares
Focus Partners Wealth $11,944,331 92,527 0.12% Shares
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $11,913,071 92,285 0.12% Shares
SEI INVESTMENTS CO $11,341,490 87,865 0.12% Shares
Horizon Investments, LLC $11,097,822 86,499 0.11% Shares
INTECH INVESTMENT MANAGEMENT LLC $10,987,753 85,117 0.11% Shares
Squarepoint Ops LLC $10,794,506 83,620 0.11% Shares
JANE STREET GROUP, LLC $10,491,402 81,272 0.11% Shares
Legal & General Group Plc $10,375,480 80,374 0.11% Shares
Mariner, LLC $10,212,363 79,110 0.10% Shares
TUDOR INVESTMENT CORP ET AL $10,161,578 78,717 0.10% Shares
LPL Financial LLC $9,763,260 75,632 0.10% Shares
Nuveen Asset Management, LLC $9,666,110 100,941 0.10% Shares
Matthew 25 Management Corp $9,359,025 72,500 0.10% Shares
NISA INVESTMENT ADVISORS, LLC $9,232,775 71,522 0.09% Shares
PRUDENTIAL PLC $9,186,948 71,167 0.09% Shares
KENNEDY CAPITAL MANAGEMENT LLC $9,130,494 70,730 0.09% Shares
Polar Capital Holdings Plc $9,044,691 70,065 0.09% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $8,894,688 68,903 0.09% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $8,551,660 82,955 0.09% Shares
MetLife Investment Management, LLC $8,512,582 65,943 0.09% Shares
Vanguard Global Advisers, LLC $8,367,227 64,817 0.09% Shares

Company insiders 40 insiders · 19 officers · 18 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Dominic Ng Chief Executive Officer May 6, 2026 S 707,930 0 7 $-16,763,638
Gregory L Guyett President and COO Feb. 16, 2018 A 30 0 0 $0
Julia S Gouw President March 18, 2016 S 0 0 0 $0
Robert Bulseco Executive Vice-President March 5, 2004 A 5,596 0 0 $0
Parker Shi Chief Operating Officer March 4, 2025 F 23,794 0 0 $0
Irene H Oh Chief Risk Officer June 15, 2026 S 84,698 0 6 $-4,061,132
Gary Teo Executive Vice President Aug. 27, 2025 S 12,235 0 2 $-697,376
Lisa L. Kim Executive Vice President May 15, 2025 S 14,849 0 0 $0
Andy Yen Executive Vice President March 8, 2021 F 65,150 0 0 $0
Catherine Zhou Executive Vice President Oct. 2, 2020 M 19,259 0 0 $0
Albert Sun Executive Vice President March 1, 2016 A 0 0 $0
James Schuler Executive Vice President Feb. 27, 2015 A 16,240 0 0 $0
Wellington Chen Executive Vice President Feb. 28, 2011 F 29,857 0 0 $0
William J Lewis Executive Vice President March 10, 2010 F 17,933 0 0 $0
Donald Sang Chow Executive Vice President March 10, 2010 F 50,763 0 0 $0
Karen Fukumura Executive Vice President March 2, 2010 A 33,432 0 0 $0
Thomas J. Tolda Executive Vice President Dec. 11, 2009 A 23,423 0 0 $0
David Spigner Executive Vice President Feb. 19, 2008 A 12,317 0 0 $0
Michael W Lai Executive Vice President Feb. 19, 2008 A 9,831 0 0 $0
Serge Dumont Director May 20, 2025 A 7,844 0 0 $0
Alvarez Manuel Pham Director May 20, 2025 A 10,283 0 0 $0
Mark R Hutchins Director May 20, 2025 A 5,516 0 0 $0
Sabrina Kay Director May 20, 2025 A 14,684 0 0 $0
Molly Campbell Director May 20, 2025 A 12,056 0 0 $0
Archana Deskus Director May 20, 2025 A 15,031 0 0 $0
Paul H Irving Director May 20, 2025 A 42,406 0 0 $0
Rudolph Estrada Director Nov. 5, 2024 S 17,750 0 0 $0
Iris S Chan Director May 28, 2021 A 29,710 0 0 $0
Herman Y Li Director March 25, 2020 S 25,789 0 0 $0
Keith W Renken Director Feb. 1, 2018 G 74,183 0 0 $0
Tak-Chuen Clarence Kwan Director Aug. 5, 2014 A 8,452 0 0 $0
Andrew Kane Director July 23, 2013 A 28,302 0 0 $0
Peggy Cherng Director July 29, 2010 A 147,008 0 0 $0
Keith Renken Director Jan. 19, 2010 M 42,663 0 0 $0
John Kooken Director July 26, 2006 A 6,245 0 0 $0
Jack C Liu Aug. 12, 2026 S 13,709 0 3 $-409,119
Douglas Paul Krause Aug. 6, 2026 S 36,974 0 4 $-3,559,100
Lester Sussman May 18, 2026 A 25,946 0 0 $0
Wendy H Cai-Lee Dec. 8, 2016 S 42,007 0 0 $0
John Lee Aug. 1, 2016 A 316,528 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 122 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
SCAP · Series Portfolios Trust 3.27% 5,437 NS May 31, 2026 N-PORT
PJFM · PGIM ETF Trust 3.00% 4,072 NS May 29, 2026 N-PORT
AMID · EA Series Trust 2.00% 17,162 NS May 29, 2026 N-PORT
EPMB · Harbor ETF Trust 1.65% 588 NS April 30, 2026 N-PORT
RDVI · First Trust Exchange-Traded Fund IV 1.63% 396,627 NS April 30, 2026 N-PORT
EPSB · Harbor ETF Trust 1.59% 585 NS April 30, 2026 N-PORT
GDIV · Harbor ETF Trust 1.55% 27,729 NS April 30, 2026 N-PORT
SMDX · Tidal Trust III 1.25% 12,373 NS April 30, 2026 N-PORT
DPST · Direxion Shares ETF Trust 1.11% 43,635 NS April 30, 2026 N-PORT
NUSC · Nushares ETF Trust 1.08% 109,608 NS April 30, 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 1.01% 103,029 NS April 30, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.98% 64,643 NS April 30, 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0.73% 18,173 NS April 30, 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0.70% 59,709 NS April 30, 2026 N-PORT
MIDE · DBX ETF Trust 0.68% 185 NS May 29, 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0.60% 61,745 NS April 30, 2026 N-PORT
SMIZ · Zacks Trust 0.59% 12,515 NS May 31, 2026 N-PORT
FQAL · FIDELITY COVINGTON TRUST 0.59% 63,451 NS April 30, 2026 N-PORT
QDEF · FlexShares Trust 0.54% 22,659 NS April 30, 2026 N-PORT
CGDG · Capital Group Dividend Growers ETF 0.53% 217,243 NS May 31, 2026 N-PORT
QDF · FlexShares Trust 0.52% 88,110 NS April 30, 2026 N-PORT
ESLV · Strategy Shares 0.51% 478 NS April 30, 2026 N-PORT
PTMC · Pacer Funds Trust 0.51% 15,785 NS April 30, 2026 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0.45% 22,818 NS May 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.45% 21,965 NS April 30, 2026 N-PORT
SCHD · SCHWAB STRATEGIC TRUST 0.42% 3,285,925 NS May 31, 2026 N-PORT
JSTC · Tidal Trust I 0.40% 10,953 NS May 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.39% 46,028 NS April 30, 2026 N-PORT
ABCS · EA Series Trust 0.38% 352 NS May 29, 2026 N-PORT
MVV · ProShares Trust 0.36% 4,755 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.35% 21,878 NS May 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.34% 2,278 NS April 30, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.32% 60,475 NS April 30, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.31% 372,040 NS May 31, 2026 N-PORT
AVLV · AMERICAN CENTURY ETF TRUST 0.31% 323,632 NS May 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.30% 3,267 NS April 30, 2026 N-PORT
BFOR · ALPS ETF Trust 0.27% 4,711 NS May 31, 2026 N-PORT
UMDD · ProShares Trust 0.25% 664 NS May 31, 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0.21% 6,888 NS May 31, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.21% 36,004 NS April 30, 2026 N-PORT
TILT · FlexShares Trust 0.17% 27,258 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.14% 154,940 NS April 30, 2026 N-PORT
FTLS · First Trust Exchange-Traded Fund III 0.13% 23,222 NS April 30, 2026 N-PORT
EBI · RBB Fund Trust 0.12% 6,671 NS May 31, 2026 N-PORT
ACVF · ETF Opportunities Trust 0.12% 1,324 NS April 30, 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.11% 4,210 NS May 31, 2026 N-PORT
ESUM · Strategy Shares 0.11% 1,293 NS April 30, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.10% 108,746 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.07% 80,893 NS May 31, 2026 N-PORT
AVLC · AMERICAN CENTURY ETF TRUST 0.07% 7,589 NS May 31, 2026 N-PORT