About Comfort Systems USA, Inc. Common Stock Company overview from Wikipedia

Comfort Systems USA, Inc. is an American company that provides mechanical and electrical contracting services, primarily HVAC, plumbing, piping and controls, off-site construction, monitoring and fire protection, and installation and servicing of electrical systems.

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

Price

$1668.36

Market Cap

$58.69B

P/E (TTM)

57.8

EPS (TTM)

$28.88

Revenue (TTM)

$1.83B

Div Yield

0.12%

ROE

46.3%

Debt/Equity

0.1

52W Range

$656 – $2074

FIX 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 $1.83B

2016-12-31 → 2025-12-31

EPS $28.88

2016-12-31 → 2025-12-31

Free Cash Flow $1.03B

2016-12-31 → 2025-12-31

Margins 11.2%

2016-12-31 → 2025-12-31

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

Metric

5Y trend

FIX

Peer Median

P/E (TTM)

57.8

48.2

P/S (TTM)

32.0

3.1

P/B

24.0

7.2

EV / EBITDA

44.0

—

Price / FCF

56.9

—

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

Metric

5Y trend

FIX

Peer Median

Gross Margin

24.1%

20.7%

Operating Margin

14.4%

—

Net Profit Margin

11.2%

4.5%

ROA

18.3%

7.2%

ROE

46.3%

19.8%

ROIC

40.1%

—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric

5Y trend

FIX

Peer Median

Debt / Equity

0.1

—

Current Ratio

1.2

1.3

Quick Ratio

0.3

—

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

Metric

5Y trend

FIX

Peer Median

Revenue YoY

29.5%

—

Revenue CAGR 3Y

30.0%

—

Revenue CAGR 5Y

26.1%

—

EPS YoY

97.8%

—

Net Income YoY

95.7%

—

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

Metric

5Y trend

FIX

Peer Median

EPS (Diluted)

$28.88

—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric

5Y trend

FIX

Peer Median

Payout Ratio

6.7%

—

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

Dividend Yield

0.12%

Payout Ratio

6.7%

5Y Div CAGR

—

Ex-date	Amount
May 15, 2026	$0.8000
March 6, 2026	$0.7000
Nov. 13, 2025	$0.6000
Aug. 14, 2025	$0.5000
May 16, 2025	$0.4500
March 10, 2025	$0.4000
Nov. 14, 2024	$0.3500
Aug. 12, 2024	$0.3000
May 10, 2024	$0.3000
March 7, 2024	$0.2500
Nov. 15, 2023	$0.2500
Aug. 16, 2023	$0.2250
May 17, 2023	$0.2000
March 9, 2023	$0.1750
Nov. 16, 2022	$0.1500
Aug. 17, 2022	$0.1400
May 13, 2022	$0.1400
March 10, 2022	$0.1300
Nov. 10, 2021	$0.1300
Aug. 12, 2021	$0.1200

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

BUY 15 analysts

Strong Buy 7 46.7%
Buy 6 40.0%
Hold 2 13.3%
Sell 0 0.0%
Strong Sell 0 0.0%

12-Month Price Target

7 analysts · 2026-08-13

Median $2172.00

← Below all targets $1668.36

Low $1910.00

High $2500.00

Median target $2172.00 +30.2%

Mean target $2210.86 +32.5%

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

Avg Surprise

2.1%

Period	EPS Actual	EPS Est	Surprise
June 30, 2026	$12.53	$10.56	2.0%
March 31, 2026	$10.51	$6.87	3.6%
Dec. 31, 2025	$9.37	$6.82	2.5%
Sept. 30, 2025	$8.25	$6.29	2.0%
June 30, 2025	$6.53	$4.83	1.7%
March 31, 2025	$4.75	$3.74	1.0%

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

Ticker	Market Cap	P/E	Rev YoY	Net Margin	ROE	Gross Margin
FIX	$32.83B	32.3	29.5%	11.2%	46.3%	24.1%
PWR	$63.13B	62.1	20.3%	3.6%	12.7%	15.0%
EME	$27.24B	21.7	16.6%	7.5%	38.5%	19.3%
MTZ	—	42.9	16.2%	2.8%	12.9%	—
APG	$15.91B	-55.4	12.7%	3.8%	9.2%	31.4%
STRL	$9.40B	32.6	17.7%	11.7%	30.3%	23.0%
IESC	$7.90B	26.5	16.9%	9.1%	38.5%	25.5%
DY	$10.92B	38.1	17.9%	5.1%	17.4%	—
VMI	—	24.6	0.71%	8.5%	22.2%	30.2%
AGX	$4.84B	35.6	8.1%	14.6%	32.2%	20.5%
ACM	$17.19B	31.0	0.21%	3.5%	24.0%	7.5%

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

Income Statement 16

Annual Income Statement data for FIX
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$1.83B	$7.03B	$5.21B	$4.14B	$3.07B	$2.86B	$2.62B	$2.18B	$1.79B	$1.63B	$1.58B	$1.41B
Cost of Revenue	$1.43B	$5.55B	$4.22B	$3.40B	$2.51B	$2.31B	$2.11B	$1.74B	$1.42B	$1.29B	$1.26B	$1.16B
Gross Profit	$403M	$1.48B	$991M	$742M	$563M	$547M	$502M	$446M	$366M	$344M	$318M	$250M
SG&A Expense	$195M	$730M	$574M	$489M	$376M	$358M	$340M	$297M	$267M	$243M	$229M	$208M
Operating Income	$209M	$749M	$418M	$254M	$188M	$191M	$164M	$150M	$99M	$102M	$90M	$42M
Interest Expense	$9M	$7M	$10M	$13M	$6M	$8M	$9M	$4M	$3M	$2M	$2M	$2M
Interest Income	$22M	$12M	$3M	$46.0K	$24.0K	$103.0K	$224.0K	$73.0K	$70.0K	$9.0K	$72.0K	$18.0K
Other Non-op	$-258.0K	$432.0K	$202.0K	$134.0K	$188.0K	$52.0K	$187.0K	$4M	$1M	$1M	$76.0K	$91.0K
Pretax Income	$208M	$667M	$388M	$236M	$190M	$192M	$152M	$149M	$101M	$101M	$89M	$40M
Income Tax	$271M	$144M	$65M	$-10M	$47M	$41M	$37M	$36M	$46M	$36M	$31M	$12M
Net Income	$1.02B	$522M	$323M	$246M	$143M	$150M	$114M	$113M	$55M	$65M	$57M	$29M
EPS (Basic)	$28.93	$14.64	$9.03	$6.84	$3.95	$4.11	$3.10	$3.03	$1.48	$1.74	$1.32	$0.61
EPS (Diluted)	$28.88	$14.60	$9.01	$6.82	$3.93	$4.09	$3.08	$3.00	$1.47	$1.72	$1.30	$0.61
Shares (Basic)	35,349,000	35,689,000	35,802,000	35,932,000	36,285,000	36,542,000	36,854,000	37,202,000	37,239,000	37,335,000	37,442,000	37,547,000
Shares (Diluted)	35,413,000	35,775,000	35,895,000	36,046,000	36,450,000	36,738,000	37,131,000	37,592,000	37,672,000	37,811,000	37,868,000	37,797,000
EBITDA	$1.31B	$749M	$418M	$254M	$188M	$191M	$164M	$150M	$99M	$102M	$90M	$42M

Balance Sheet 27

Annual Balance Sheet data for FIX
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$982M	$550M	$205M	$57M	$59M	$55M	$51M	$46M	$37M	$32M	$56M	$32M
Receivables	·	·	·	·	·	·	·	·	$383M	$319M	$302M	$304M
Inventory	$84M	$59M	$66M	$35M	$22M	$13M	$10M	$12M	$10M	$9M	$8M	$9M
Prepaid Expense	$139M	$46M	$54M	$48M	$24M	$16M	$14M	$7M	$8M	$6M	$6M	$6M
Current Assets	$4.11B	$2.79B	$1.91B	$1.31B	$1.03B	$812M	$790M	$610M	$489M	$416M	$424M	$394M
PP&E (Net)	$388M	$277M	$209M	$144M	$129M	$117M	$110M	$100M	$88M	$68M	$61M	$56M
PP&E (Gross)	$681M	$527M	$426M	$334M	$293M	$264M	$239M	$219M	$196M	$165M	$148M	$135M
Accum. Depreciation	$293M	$250M	$217M	$190M	$165M	$147M	$129M	$119M	$108M	$97M	$88M	$80M
Goodwill	$1.03B	$875M	$667M	$612M	$592M	$464M	$332M	$235M	$201M	$149M	$144M	$140M
Intangibles	$485M	$434M	$280M	$274M	$305M	$232M	$160M	$95M	$76M	$42M	$41M	$46M
Other Non-current Assets	$25M	$19M	$15M	$14M	$9M	$8M	$7M	$5M	$5M	$6M	$5M	$20M
Total Assets	$6.44B	$4.71B	$3.31B	$2.60B	$2.21B	$1.76B	$1.51B	$1.06B	$881M	$709M	$692M	$656M
Accounts Payable	$696M	$655M	$420M	$337M	$255M	$204M	$196M	$176M	$132M	$103M	$107M	$106M
Short-term Debt	·	·	·	·	·	·	·	·	·	·	$500.0K	·
Current Liabilities	$3.39B	$2.58B	$1.72B	$1.17B	$837M	$693M	$608M	$467M	$374M	$318M	$305M	$282M
Capital Leases	$303M	$212M	$188M	$112M	$108M	$81M	$73M	·	·	$93.0K	$256.0K	$529.0K
Deferred Tax	$4M	$2M	$1M	·	$2M	$1M	$1M	$1M	$2M	$2M	$2M	$1M
Other Non-current Liabilities	$153M	$147M	$78M	$68M	$72M	$50M	$32M	$22M	$27M	$10M	$9M	$11M
Total Liabilities	$3.99B	$3.01B	$2.03B	$1.60B	$1.40B	$1.06B	$920M	$565M	$463M	$332M	$327M	$335M
Long-term Debt	$145M	$68M	$44M	$256M	$388M	$236M	$226M	$77M	$60M	$3M	$11M	$40M
Total Debt	$145M	$68M	$44M	$256M	$388M	$236M	$226M	$77M	$61M	$3M	$11M	$40M
Common Stock	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K
Retained Earnings	$2.58B	$1.63B	$1.15B	$855M	$629M	$503M	$369M	$269M	$168M	$124M	$69M	$29M
Treasury Stock	$496M	$274M	$210M	$187M	$151M	$129M	$104M	$88M	$64M	$57M	$47M	$44M
Stockholders' Equity	$2.45B	$1.70B	$1.28B	$1000M	$806M	$696M	$585M	$498M	$418M	$377M	$347M	$306M
Liabilities + Equity	$6.44B	$4.71B	$3.31B	$2.60B	$2.21B	$1.76B	$1.51B	$1.06B	$881M	$709M	$692M	$656M
Shares Outstanding	35,177,000	35,561,000	35,685,000	35,761,000	36,091,000	36,188,000	36,658,000	36,894,000	37,187,000	37,209,000	37,427,000	37,270,000

Cash Flow 16

Annual Cash Flow data for FIX
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$62M	$48M	$38M	$34M	$28M	$28M	$24M	·	·	·	·	·
Stock-based Comp	$22M	$17M	$13M	$11M	$11M	$7M	$6M	$7M	$6M	$5M	$6M	$5M
Deferred Tax	$-5M	$-67M	$95M	$-95M	$7M	$-8M	$-4M	$4M	$4M	$-1M	$-414.0K	$-5M
Amort. of Intangibles	$20M	$97M	$43M	$48M	$41M	$33M	$27M	$20M	$17M	$8M	$7M	$8M
Operating Cash Flow	$1.19B	$849M	$640M	$302M	$180M	$287M	$142M	$147M	$114M	$91M	$98M	$43M
CapEx	$155M	$111M	$95M	$48M	$22M	$24M	$32M	$27M	$35M	$23M	$21M	$19M
Investing Cash Flow	$-467M	$-344M	$-193M	$-97M	$-247M	$-208M	$-224M	$-96M	$-129M	$-79M	$-26M	$-74M
Net Debt Issued	·	·	·	·	·	·	·	·	·	·	·	$-2M
Stock Repurchased	$216M	$58M	$21M	$38M	$27M	$30M	$20M	$29M	$9M	$13M	$8M	$8M
Net Stock Activity	$-216M	$-58M	$-21M	$-38M	$-27M	$-30M	$-20M	$-29M	$-9M	$-13M	$-8M	$-8M
Dividends Paid	$69M	$43M	$30M	$20M	$17M	$15M	$15M	$12M	$11M	$10M	$9M	$8M
Financing Cash Flow	$-287M	$-161M	$-299M	$-206M	$70M	$-75M	$88M	$-42M	$19M	$-36M	$-48M	$12M
Net Change in Cash	$432M	$345M	$148M	$-2M	$4M	$4M	$5M	$9M	$4M	$-24M	$24M	$-20M
Taxes Paid	$254M	$103M	$100M	$44M	$52M	$51M	$45M	$33M	$38M	$29M	·	·
Free Cash Flow	$1.03B	$738M	$545M	$253M	$158M	$262M	$110M	$120M	$79M	$68M	$77M	$23M
Levered FCF	$1.02B	$733M	$536M	$239M	$153M	$256M	$103M	$117M	$77M	$66M	$76M	$22M

Profitability 8

Annual Profitability data for FIX
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	24.1%	21.0%	19.0%	17.9%	18.3%	19.1%	19.2%	20.4%	20.5%	21.1%	20.1%	17.7%
Operating Margin	14.4%	10.7%	8.0%	6.1%	6.1%	6.7%	6.3%	6.9%	5.5%	6.2%	5.7%	3.0%
Net Margin	11.2%	7.4%	6.2%	5.9%	4.7%	5.3%	4.4%	5.2%	3.1%	4.0%	3.1%	2.0%
Pretax Margin	14.2%	9.5%	7.5%	5.7%	6.2%	6.7%	5.8%	6.8%	5.7%	6.2%	5.6%	2.9%
EBITDA Margin	14.4%	10.7%	8.0%	6.1%	6.1%	6.7%	6.3%	6.9%	5.5%	6.2%	5.7%	3.0%
ROA	18.3%	13.0%	11.0%	10.2%	7.2%	9.2%	8.9%	11.6%	7.0%	9.3%	7.3%	4.5%
ROE	46.3%	31.7%	26.0%	25.2%	18.2%	22.0%	20.0%	22.8%	13.9%	17.9%	15.1%	9.5%
ROIC	40.1%	33.1%	26.4%	21.1%	11.9%	16.0%	15.2%	19.8%	11.4%	17.2%	16.3%	8.7%

Liquidity & Solvency 5

Annual Liquidity & Solvency data for FIX
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	1.2	1.1	1.1	1.1	1.2	1.2	1.3	1.3	1.3	1.3	1.4	1.5
Quick Ratio	0.3	0.2	0.1	0.0	0.1	0.1	0.1	0.1	1.1	1.1	1.2	1.2
Debt / Equity	0.1	0.0	0.0	0.3	0.5	0.3	0.4	0.2	0.1	0.0	0.0	0.1
LT Debt / Equity	0.1	0.0	0.0	0.2	0.5	0.3	0.4	0.1	0.1	0.0	0.0	0.1
Interest Coverage	145.9	112.7	40.7	19.0	30.4	22.7	17.6	40.5	31.5	43.3	51.4	22.7

Efficiency 3

Annual Efficiency data for FIX
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	1.6	1.8	1.8	1.7	1.5	1.8	2.0	2.2	2.2	2.3	2.3	2.2
Inventory Turnover	96.4	89.0	83.6	118.9	142.1	196.4	188.1	152.9	145.7	150.5	152.2	136.0
Receivables Turnover	·	·	·	·	·	·	·	·	5.1	5.3	5.2	4.9

Per Share 6

Annual Per Share data for FIX
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$69.61	$47.94	$35.81	$27.96	$22.32	$19.24	$15.97	$13.50	$11.24	$10.12	$9.26	$7.45
Revenue / Share	$257.01	$196.44	$145.06	$114.86	$84.32	$77.76	$70.43	$58.07	$47.46	$43.22	$41.74	$37.33
Cash Flow / Share	$33.50	$23.73	$17.82	$8.37	$4.94	$7.80	$3.83	$3.92	$3.03	$2.41	$2.58	$1.13
Cash / Share	$27.91	$15.46	$5.75	$1.60	$1.63	$1.52	$1.39	$1.24	$0.98	$0.86	$1.51	$0.78
Dividend / Share	$2	$1	$1	$1	$0	$0	$0	$0	$0	$0	$0	$0
EPS (TTM)	$28.88	$14.60	$9.01	$6.82	$3.93	$4.09	$3.08	$3.00	$1.47	$1.72	$1.30	$0.61

Growth Rates 10

Annual Growth Rates data for FIX
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	29.5%	35.0%	25.8%	34.7%	7.6%	·	·	·	·	·	·	·
Revenue CAGR 3Y	30.0%	31.7%	22.1%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	26.1%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	97.8%	62.0%	32.1%	73.5%	-3.9%	·	·	·	·	·	·	·
EPS CAGR 3Y	61.8%	54.9%	30.1%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	47.8%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	95.7%	61.5%	31.5%	71.6%	-4.5%	·	·	·	·	·	·	·
Net Income CAGR 3Y	60.8%	53.9%	29.1%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	46.8%	·	·	·	·	·	·	·	·	·	·	·
Dividend CAGR 5Y	34.7%	·	·	·	·	·	·	·	·	·	·	·

Valuation (TTM) 17

Annual Valuation (TTM) data for FIX
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$1.83B	$7.03B	$5.21B	$4.14B	$3.07B	$2.86B	$2.62B	$2.18B	$1.79B	$1.63B	$1.58B	$1.41B
Net Income TTM	$1.02B	$522M	$323M	$246M	$143M	$150M	$114M	$113M	$55M	$65M	$57M	$29M
Market Cap	$32.83B	$15.08B	$7.34B	$4.12B	$3.57B	$1.91B	$1.83B	$1.61B	$1.62B	$1.24B	$1.06B	$704M
Enterprise Value	$31.99B	$14.60B	$7.18B	$4.31B	$3.90B	$2.09B	$2.00B	$1.64B	$1.65B	$1.21B	$1.02B	$712M
P/E	32.3	29.0	22.8	16.9	25.2	12.9	16.2	14.6	29.7	19.4	21.9	28.1
P/S	17.9	2.1	1.4	1.0	1.2	0.7	0.7	0.7	0.9	0.8	0.7	0.5
P/B	13.4	8.8	5.7	4.1	4.4	2.7	3.1	3.2	3.9	3.3	3.1	2.3
P / Tangible Book	35.0	38.2	22.2	36.0	·	8285.5	·	·	·	·	·	·
P / Cash Flow	27.7	17.8	11.5	13.6	19.8	6.7	12.9	10.9	14.2	13.6	10.9	16.5
P / FCF	31.8	20.4	13.5	16.3	22.6	7.3	16.6	13.4	20.6	18.2	13.8	30.1
EV / EBITDA	24.3	19.5	17.2	17.0	20.7	10.9	12.2	10.9	16.6	11.9	11.3	16.9
EV / FCF	31.0	19.8	13.2	17.0	24.7	8.0	18.2	13.7	21.0	17.8	13.2	30.5
EV / Revenue	17.5	2.1	1.4	1.0	1.3	0.7	0.8	0.8	0.9	0.7	0.6	0.5
Dividend Yield	0.21%	0.28%	0.41%	0.49%	0.49%	0.81%	0.80%	0.76%	0.68%	0.83%	0.88%	1.2%
Earnings Yield	3.1%	3.4%	4.4%	5.9%	4.0%	7.8%	6.2%	6.9%	3.4%	5.2%	4.6%	3.6%
Payout Ratio	6.7%	8.2%	9.4%	8.2%	12.1%	10.3%	12.7%	10.9%	19.9%	15.8%	19.0%	29.5%
Annual Payout	$69M	$43M	$30M	$20M	$17M	$15M	$15M	$12M	$11M	$10M	$9M	$8M

Income Statement 16

Quarterly Income Statement data for FIX
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$3.27B	$2.87B	$2.65B	$2.45B	$2.17B	$1.83B	$1.87B	$1.81B	$1.81B	$1.54B	$1.36B	$1.38B	$1.30B	$1.17B	$1.12B	$1.12B
Cost of Revenue	$2.42B	$2.11B	$1.97B	$1.84B	$1.66B	$1.43B	$1.43B	$1.43B	$1.45B	$1.24B	$1.08B	$1.10B	$1.07B	$969M	$906M	$918M
Gross Profit	$844M	$754M	$675M	$608M	$510M	$403M	$434M	$382M	$364M	$297M	$280M	$277M	$228M	$205M	$211M	$202M
SG&A Expense	$287M	$269M	$248M	$230M	$210M	$195M	$208M	$180M	$180M	$163M	$160M	$143M	$136M	$135M	$132M	$121M
Operating Income	$558M	$486M	$427M	$379M	$300M	$209M	$226M	$203M	$185M	$135M	$120M	$135M	$92M	$71M	$80M	$81M
Interest Expense	·	·	·	·	·	·	·	·	$2M	$2M	$401.0K	$2M	$4M	$4M	$5M	$4M
Interest Income	$11M	$9M	$8M	$6M	$3M	$4M	$5M	$4M	$1M	$2M	$1M	$952.0K	$92.0K	$1M	$32.0K	$5.0K
Other Non-op	$708.0K	$464.0K	$-32.0K	$280.0K	$-530.0K	$24.0K	$109.0K	$87.0K	$119.0K	$117.0K	$201.0K	$-44.0K	$44.0K	$1.0K	$33.0K	$46.0K
Pretax Income	$566M	$482M	$418M	$370M	$296M	$208M	$186M	$188M	$170M	$123M	$112M	$125M	$85M	$66M	$70M	$74M
Income Tax	$125M	$112M	$88M	$79M	$66M	$39M	$40M	$42M	$36M	$27M	$20M	$20M	$16M	$9M	$15M	$13M
Net Income	$442M	$370M	$331M	$292M	$231M	$169M	$146M	$146M	$134M	$96M	$92M	$105M	$69M	$57M	$55M	$62M
EPS (Basic)	$12.54	$10.52	$9.36	$8.26	$6.54	$4.77	$4.09	$4.10	$3.75	$2.70	$2.56	$2.93	$1.94	$1.60	$1.55	$1.72
EPS (Diluted)	$12.53	$10.51	$9.35	$8.25	$6.53	$4.75	$4.08	$4.09	$3.74	$2.69	$2.56	$2.93	$1.93	$1.59	$1.54	$1.71
Shares (Basic)	35,221,000	35,207,000	-70,789,000	35,307,000	35,307,000	35,524,000	-71,465,000	35,669,000	35,746,000	35,739,000	-71,652,000	35,820,000	35,822,000	35,812,000	-71,967,000	35,853,000
Shares (Diluted)	35,254,000	35,251,000	-70,926,000	35,365,000	35,369,000	35,605,000	-71,636,000	35,755,000	35,828,000	35,828,000	-71,835,000	35,917,000	35,906,000	35,907,000	-72,187,000	35,972,000
EBITDA	$558M	$486M	·	$379M	$300M	$209M	·	$203M	$185M	$135M	·	$135M	$92M	$71M	·	$81M

Balance Sheet 25

Quarterly Balance Sheet data for FIX
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$1.85B	$1.05B	$982M	$861M	$332M	$205M	$550M	$416M	$199M	$101M	·	$138M	$60M	$49M	·	$71M
Inventory	$105M	$94M	$84M	$79M	$71M	$63M	$59M	$56M	$64M	$71M	·	$54M	$42M	$37M	·	$38M
Prepaid Expense	$147M	$178M	$139M	$63M	$38M	$51M	$46M	$36M	$45M	$62M	·	$43M	$50M	$47M	·	$27M
Current Assets	$5.79B	$4.50B	$4.11B	$3.70B	$3.04B	$2.60B	$2.79B	$2.54B	$2.32B	$2.05B	·	$1.81B	$1.50B	$1.46B	·	$1.36B
PP&E (Net)	$654M	$516M	$388M	$337M	$311M	$295M	$277M	$250M	$240M	$226M	·	$187M	$170M	$155M	·	$138M
PP&E (Gross)	·	·	$681M	·	·	·	$527M	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$293M	·	·	·	$250M	·	·	·	·	·	·	·	·	·
Goodwill	$1.10B	$1.03B	$1.03B	$928M	$928M	$906M	$875M	$875M	$875M	$863M	$667M	$637M	$637M	$637M	$612M	$611M
Intangibles	$535M	$465M	$485M	$432M	$451M	$442M	$434M	$456M	$481M	$490M	·	$274M	$285M	$296M	·	$285M
Other Non-current Assets	$29M	$26M	$25M	$24M	$19M	$19M	$19M	$19M	$18M	$17M	·	$15M	$16M	$14M	·	$12M
Total Assets	$8.49B	$6.94B	$6.44B	$5.78B	$5.06B	$4.57B	$4.71B	$4.41B	$4.21B	$3.90B	·	$3.14B	$2.92B	$2.84B	·	$2.55B
Accounts Payable	$772M	$720M	$696M	$665M	$573M	$561M	$655M	$604M	$591M	$558M	·	$441M	$396M	$352M	·	$330M
Current Liabilities	$4.77B	$3.63B	$3.39B	$3.03B	$2.70B	$2.41B	$2.58B	$2.43B	$2.33B	$2.14B	·	$1.63B	$1.48B	$1.41B	·	$1.04B
Capital Leases	$274M	$300M	$303M	$258M	$211M	$210M	$212M	$208M	$209M	$210M	·	$191M	$115M	$115M	·	$114M
Deferred Tax	$4M	$4M	$4M	$2M	$2M	$2M	$2M	$1M	$1M	$1M	·	$7M	·	·	·	$2M
Other Non-current Liabilities	$170M	$150M	$153M	$121M	$119M	$105M	$147M	$124M	$114M	$103M	·	$72M	$73M	$67M	·	$60M
Total Liabilities	$5.27B	$4.12B	$3.99B	$3.54B	$3.09B	$2.79B	$3.01B	$2.83B	$2.73B	$2.53B	·	$1.93B	$1.80B	$1.79B	·	$1.60B
Long-term Debt	$54M	$39M	$145M	$136M	$73M	$68M	$68M	$68M	$91M	$90M	·	$47M	$147M	$209M	·	$381M
Total Debt	$54M	$39M	·	$136M	$73M	$68M	·	$68M	$91M	$90M	·	$47M	$147M	$209M	·	$381M
Common Stock	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	$411.0K	·	$411.0K	$411.0K	$411.0K	·	$411.0K
Retained Earnings	$3.34B	$2.93B	$2.58B	$2.27B	$2.00B	$1.78B	$1.63B	$1.49B	$1.36B	$1.24B	·	$1.07B	$968M	$906M	·	$805M
Treasury Stock	$517M	$500M	$496M	$401M	$388M	$368M	$274M	$257M	$226M	$212M	·	$197M	$195M	$191M	·	$186M
Stockholders' Equity	$3.22B	$2.82B	$2.45B	$2.23B	$1.97B	$1.78B	$1.70B	$1.59B	$1.48B	$1.37B	$1.28B	$1.21B	$1.11B	$1.05B	$1000M	$951M
Liabilities + Equity	$8.49B	$6.94B	$6.44B	$5.78B	$5.06B	$4.57B	$4.71B	$4.41B	$4.21B	$3.90B	·	$3.14B	$2.92B	$2.84B	·	$2.55B
Shares Outstanding	35,200,000	35,187,000	35,177,000	35,272,000	35,281,000	35,308,000	35,561,000	35,593,000	35,691,000	35,695,000	35,685,000	35,760,000	35,770,000	35,752,000	35,761,000	35,774,000

Cash Flow 13

Quarterly Cash Flow data for FIX
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Stock-based Comp	$9M	$19M	$6M	$4M	$4M	$8M	$5M	$2M	$3M	$7M	$4M	$880.0K	$2M	$6M	$3M	$1M
Deferred Tax	$2M	$956.0K	$-13M	$6M	$-935.0K	$2M	$-34M	$-122.0K	$-18M	$-14M	$-21M	$172M	$-28M	$-28M	$-106M	$5M
Amort. of Intangibles	$23M	$20M	$20M	$20M	$20M	$20M	$22M	$24M	$27M	$24M	$11M	$11M	$11M	$10M	$11M	$11M
Operating Cash Flow	$1.14B	$389M	$469M	$553M	$252M	$-88M	$210M	$302M	$190M	$147M	$173M	$214M	$125M	$127M	$132M	$61M
CapEx	$141M	$147M	$66M	$35M	$31M	$22M	$41M	$22M	$23M	$25M	$25M	$28M	$25M	$17M	$14M	$15M
Investing Cash Flow	$-283M	$-184M	$-231M	$-53M	$-86M	$-97M	$-39M	$-22M	$-61M	$-222M	$-74M	$-25M	$-25M	$-69M	$-14M	$-23M
Stock Repurchased	$6M	$3M	$92M	$13M	$20M	$91M	$16M	$31M	$11M	$295.0K	$13M	$2M	$3M	$4M	$2M	$4M
Net Stock Activity	·	$-3M	·	·	·	$-91M	·	·	·	$-295.0K	·	·	·	$-4M	·	·
Dividends Paid	$28M	$25M	$21M	$18M	$16M	$14M	$12M	$11M	$11M	$9M	$9M	$8M	$7M	$6M	$5M	$5M
Financing Cash Flow	$-51M	$-137M	$-116M	$29M	$-39M	$-160M	$-37M	$-64M	$-30M	$-29M	$-32M	$-111M	$-89M	$-67M	$-132M	$-36M
Net Change in Cash	$805M	$68M	$121M	$529M	$127M	$-345M	$134M	$216M	$99M	$-104M	$68M	$78M	$11M	$-9M	$-14M	$2M
Free Cash Flow	·	$241M	·	·	·	$-110M	·	·	·	$122M	·	·	·	$110M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$120M	·	·	·	$107M	·	·

Profitability 8

Quarterly Profitability data for FIX
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	25.9%	26.3%	·	24.8%	23.5%	22.0%	·	21.1%	20.1%	19.4%	·	20.1%	17.6%	17.5%	·	18.1%
Operating Margin	17.1%	17.0%	·	15.5%	13.8%	11.4%	·	11.2%	10.2%	8.8%	·	9.8%	7.1%	6.0%	·	7.3%
Net Margin	13.5%	12.9%	·	11.9%	10.6%	9.2%	·	8.1%	7.4%	6.3%	·	7.6%	5.4%	4.9%	·	5.5%
Pretax Margin	17.3%	16.8%	·	15.1%	13.6%	11.4%	·	10.4%	9.4%	8.0%	·	9.1%	6.6%	5.6%	·	6.7%
EBITDA Margin	17.1%	17.0%	·	15.5%	13.8%	11.4%	·	11.2%	10.2%	8.8%	·	9.8%	7.1%	6.0%	·	7.3%
ROA	6.5%	6.4%	·	5.7%	5.0%	4.0%	·	3.9%	3.8%	2.9%	·	3.7%	2.6%	2.2%	·	2.7%
ROE	17.0%	16.1%	·	15.3%	13.4%	10.8%	·	10.5%	10.3%	7.9%	·	9.7%	6.9%	5.9%	·	7.1%
ROIC	13.3%	13.1%	·	12.6%	11.4%	9.2%	·	9.5%	9.3%	7.2%	·	9.0%	6.0%	4.9%	·	5.1%

Liquidity & Solvency 5

Quarterly Liquidity & Solvency data for FIX
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	1.2	1.2	·	1.2	1.1	1.1	·	1.0	1.0	1.0	·	1.1	1.0	1.0	·	1.3
Quick Ratio	0.4	0.3	·	0.3	0.1	0.1	·	0.2	0.1	0.0	·	0.1	0.0	0.0	·	0.1
Debt / Equity	0.0	0.0	·	0.1	0.0	0.0	·	0.0	0.1	0.1	·	0.0	0.1	0.2	·	0.4
LT Debt / Equity	0.0	0.0	·	0.1	0.0	0.0	·	0.0	0.0	0.1	·	0.0	0.1	0.2	·	0.4
Interest Coverage	·	·	·	·	·	·	·	·	108.1	83.0	·	71.7	23.5	17.4	·	22.6

Efficiency 2

Quarterly Efficiency data for FIX
Metric	Trend	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.5	0.5	·	0.5	0.5	0.4	·	0.5	0.5	0.5	·	0.5	0.5	0.5	·	0.5
Inventory Turnover		27.6	26.9	·	27.4	24.7	21.3	·	26.1	27.5	22.9	·	23.9	29.3	31.3	·	31.6

Per Share 6

Quarterly Per Share data for FIX
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$91.40	$80.00	·	$63.32	$55.87	$50.33	·	$44.61	$41.53	$38.45	·	$33.76	$31.07	$29.47	·	$26.59
Revenue / Share	$92.63	$81.28	·	$69.30	$61.45	$51.43	·	$50.69	$50.53	$42.90	·	$38.37	$36.11	$32.71	·	$31.14
Cash Flow / Share	·	$11.03	·	·	·	$-2.47	·	·	·	$4.09	·	·	·	$3.53	·	·
Cash / Share	$52.69	$29.85	·	$24.40	$9.40	$5.80	·	$11.68	$5.59	$2.82	·	$3.85	$1.68	$1.36	·	$1.99
Dividend / Share	$1	$1	$1	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
EPS (TTM)	$37.82	$30.04	·	$23.62	$19.11	$15.27	·	$13.45	$11.29	$9.14	·	$8.16	$6.40	$6.87	·	$6.55

Valuation (TTM) 15

Quarterly Valuation (TTM) data for FIX
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$10.76B	$9.32B	·	$8.27B	$7.63B	$6.99B	·	$6.54B	$6.02B	$5.39B	·	$4.97B	$4.61B	$4.20B	·	$3.86B
Net Income TTM	$1.33B	$1.06B	·	$838M	$680M	$546M	·	$482M	$405M	$328M	·	$293M	$230M	$248M	·	$237M
Market Cap	$69.76B	$48.52B	·	$29.11B	$18.92B	$11.38B	·	$13.89B	$10.85B	$11.34B	·	$6.09B	$5.87B	$5.22B	·	$3.48B
Enterprise Value	$67.96B	$47.51B	·	$28.38B	$18.66B	$11.24B	·	$13.55B	$10.75B	$11.33B	·	$6.00B	$5.96B	$5.38B	·	$3.79B
P/E	52.4	45.9	·	34.9	28.1	21.1	·	29.0	26.9	34.8	·	20.9	25.7	21.2	·	14.9
P/S	6.5	5.2	·	3.5	2.5	1.6	·	2.1	1.8	2.1	·	1.2	1.3	1.2	·	0.9
P/B	21.7	17.2	·	13.0	9.6	6.4	·	8.8	7.3	8.3	·	5.0	5.3	5.0	·	3.7
P / Tangible Book	44.1	36.6	·	33.3	32.0	26.5	·	54.3	85.8	575.1	·	20.6	31.1	43.5	·	63.3
P / Cash Flow	·	124.8	·	·	·	-129.4	·	·	·	77.4	·	·	·	41.1	·	·
P / FCF	·	201.0	·	·	·	-103.3	·	·	·	93.3	·	·	·	47.3	·	·
EV / EBITDA	121.8	97.8	·	74.9	62.2	53.8	·	66.8	58.2	83.6	·	44.4	64.7	75.9	·	46.6
EV / FCF	·	196.9	·	·	·	-102.1	·	·	·	93.2	·	·	·	48.7	·	·
EV / Revenue	6.3	5.1	·	3.4	2.4	1.6	·	2.1	1.8	2.1	·	1.2	1.3	1.3	·	1.0
Earnings Yield	1.9%	2.2%	·	2.9%	3.6%	4.7%	·	3.5%	3.7%	2.9%	·	4.8%	3.9%	4.7%	·	6.7%
Payout Ratio	·	6.7%	·	·	·	8.4%	·	·	·	9.3%	·	·	·	10.9%	·	·

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

Income Statement

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Revenue	$1.83B	$7.03B	$5.21B	$4.14B	$3.07B
Gross Margin %	24.1%	21.0%	19.0%	17.9%	18.3%
Operating Margin %	14.4%	10.7%	8.0%	6.1%	6.1%
Net Income	$1.02B	$522M	$323M	$246M	$143M
Diluted EPS	$28.88	$14.60	$9.01	$6.82	$3.93

Balance Sheet

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debt / Equity	0.1	0.0	0.0	0.3	0.5
Current Ratio	1.2	1.1	1.1	1.1	1.2
Quick Ratio	0.3	0.2	0.1	0.0	0.1

Cash Flow

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Free Cash Flow	$1.03B	$738M	$545M	$253M	$158M

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Institutional owners (13F) 1,447 filers · $41.8B 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
250 (-15 vs prior Q)	74 (+8 vs prior Q)	494 (+75 vs prior Q)	468 (+54 vs prior Q)	+4.3M

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	$4,553,547,963	2,297,509	10.89%	Shares
VANGUARD PORTFOLIO MANAGEMENT LLC	$3,698,655,631	1,866,170	8.84%	Shares
STATE STREET CORP	$3,046,532,641	1,537,139	7.28%	Shares
FMR LLC	$2,760,689,020	1,392,916	6.60%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$2,063,974,827	1,039,639	4.93%	Shares
Capital World Investors	$1,427,487,596	720,244	3.41%	Shares
NORGES BANK	$934,616,270	471,564	2.23%	Shares
FIRST TRUST ADVISORS LP	$743,408,316	375,090	1.78%	Shares
WESTFIELD CAPITAL MANAGEMENT CO LP	$704,451,409	355,433	1.68%	Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$590,284,169	297,830	1.41%	Shares
DIMENSIONAL FUND ADVISORS LP	$483,339,730	243,872	1.16%	Shares
Value Aligned Research Advisors, LLC	$482,816,894	243,607	1.15%	Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$439,404,261	221,703	1.05%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$412,840,185	208,300	0.99%	Put option
Artisan Partners Limited Partnership	$400,578,231	202,113	0.96%	Shares
VANGUARD FIDUCIARY TRUST CO	$400,229,037	201,937	0.96%	Shares
Point72 Asset Management, L.P.	$356,209,928	179,727	0.85%	Shares
AMERICAN CENTURY COMPANIES INC	$322,810,106	162,875	0.77%	Shares
JACOBS LEVY EQUITY MANAGEMENT, INC	$287,031,945	144,823	0.69%	Shares
WCM INVESTMENT MANAGEMENT, LLC	$282,410,001	144,923	0.68%	Shares
Capital International Investors	$280,231,874	141,392	0.67%	Shares
ROYAL LONDON ASSET MANAGEMENT LTD	$279,548,104	141,047	0.67%	Shares
FULLER & THALER ASSET MANAGEMENT, INC.	$259,304,020	130,833	0.62%	Shares
JANE STREET GROUP, LLC	$249,329,310	125,800	0.60%	Call option
GOLDMAN SACHS GROUP INC	$248,887,335	125,577	0.59%	Shares
Temasek Holdings (Private) Ltd	$246,625,930	124,436	0.59%	Shares
Caisse de depot et placement du Quebec	$243,843,272	123,032	0.58%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$240,014,145	121,100	0.57%	Call option
JANE STREET GROUP, LLC	$226,140,495	114,100	0.54%	Put option
CITADEL ADVISORS LLC	$221,185,620	111,600	0.53%	Put option
CITADEL ADVISORS LLC	$217,419,915	109,700	0.52%	Call option
AMF Tjanstepension AB	$217,201,901	109,590	0.52%	Shares
WELLINGTON MANAGEMENT GROUP LLP	$207,954,122	104,924	0.50%	Shares
Swiss National Bank	$196,708,538	99,250	0.47%	Shares
Castle Hook Partners LP	$195,186,400	98,482	0.47%	Shares
Capital Research Global Investors	$190,219,633	95,976	0.45%	Shares
Arax Advisory Partners	$181,693,286	91,674	0.43%	Shares
BlackRock, Inc.	$177,830,464	89,725	0.43%	Shares
Zurcher Kantonalbank (Zurich Cantonalbank)	$172,229,473	86,899	0.41%	Shares
Mitsubishi UFJ Asset Management Co., Ltd.	$170,887,693	86,222	0.41%	Shares
AustralianSuper Pty Ltd	$170,794,541	86,175	0.41%	Shares
Sumitomo Mitsui Trust Group, Inc.	$168,533,136	85,034	0.40%	Shares
PANAGORA ASSET MANAGEMENT INC	$159,505,354	80,479	0.38%	Shares
ROYAL BANK OF CANADA	$154,057,000	77,730	0.37%	Shares
California Public Employees Retirement System	$152,439,702	76,914	0.36%	Shares
Vanguard Global Advisers, LLC	$151,712,327	76,547	0.36%	Shares
RENAISSANCE TECHNOLOGIES LLC	$150,945,312	76,160	0.36%	Shares
PRINCIPAL FINANCIAL GROUP INC	$145,804,134	73,566	0.35%	Shares
IEQ CAPITAL, LLC	$139,795,699	70,534	0.33%	Shares
Legal & General Group Plc	$139,293,427	70,281	0.33%	Shares
VANGUARD ASSET MANAGEMENT, Ltd	$135,381,059	68,307	0.32%	Shares
BARCLAYS PLC	$135,212,592	68,222	0.32%	Shares
National Pension Service	$133,958,019	67,589	0.32%	Shares
BNP PARIBAS FINANCIAL MARKETS	$133,563,611	67,390	0.32%	Shares
RHUMBLINE ADVISERS	$130,693,599	65,942	0.31%	Shares
Clearbridge Investments, LLC	$129,552,144	65,366	0.31%	Shares
Amundi	$127,831,811	64,498	0.31%	Shares
ENVESTNET ASSET MANAGEMENT INC	$126,647,083	63,900	0.30%	Shares
JANUS HENDERSON GROUP PLC	$125,925,930	91,336	0.30%	Shares
JENNISON ASSOCIATES LLC	$125,807,803	63,477	0.30%	Shares
LAZARD ASSET MANAGEMENT LLC	$122,609,373	61,863	0.29%	Shares
VICTORY CAPITAL MANAGEMENT INC	$121,786,863	61,448	0.29%	Shares
PRUDENTIAL FINANCIAL INC	$119,761,311	60,426	0.29%	Shares
AMERIPRISE FINANCIAL INC	$116,564,426	58,813	0.28%	Shares
BANK OF AMERICA CORP /DE/	$116,239,386	58,649	0.28%	Shares
BAILLIE GIFFORD & CO	$109,691,023	55,345	0.26%	Shares
Pictet Asset Management Holding SA	$106,934,130	53,954	0.26%	Shares
Polar Capital Holdings Plc	$105,628,025	53,295	0.25%	Shares
Bank Julius Baer & Co. Ltd, Zurich	$103,718,928	52,483	0.25%	Shares
SCHRODER INVESTMENT MANAGEMENT GROUP	$103,683,732	52,314	0.25%	Shares
UBS Group AG	$103,097,075	52,018	0.25%	Shares
LPL Financial LLC	$102,944,402	51,941	0.25%	Shares
Smith Group Asset Management, LLC	$102,611,497	51,773	0.25%	Shares
TimesSquare Capital Management, LLC	$102,001,132	73,968	0.24%	Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$99,074,000	49,988	0.24%	Shares
MACQUARIE GROUP LTD	$98,938,944	49,920	0.24%	Shares
Bridgewater Associates, LP	$96,136,467	48,506	0.23%	Shares
STOREBRAND ASSET MANAGEMENT AS	$95,191,077	48,029	0.23%	Shares
Jain Global LLC	$93,349,845	47,100	0.22%	Put option
D. E. Shaw & Co., Inc.	$92,681,928	46,763	0.22%	Shares
RAYMOND JAMES FINANCIAL INC	$92,528,091	46,685	0.22%	Shares
Korea Investment CORP	$91,976,354	46,407	0.22%	Shares
Gotham Asset Management, LLC	$91,377,805	46,105	0.22%	Shares
NEUBERGER BERMAN GROUP LLC	$88,581,333	44,694	0.21%	Shares
Mariner, LLC	$87,187,239	43,994	0.21%	Shares
CITADEL ADVISORS LLC	$86,129,601	43,457	0.21%	Shares
Focus Partners Wealth	$81,351,716	41,046	0.19%	Shares
Balyasny Asset Management L.P.	$80,806,083	40,771	0.19%	Shares
LOS ANGELES CAPITAL MANAGEMENT LLC	$76,394,266	38,545	0.18%	Shares
CIBC WORLD MARKET INC.	$75,357,703	38,022	0.18%	Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$74,846,061	54,276	0.18%	Shares
Merewether Investment Management, LP	$72,658,287	36,660	0.17%	Shares
MILLENNIUM MANAGEMENT LLC	$72,228,204	36,443	0.17%	Shares
Robeco Institutional Asset Management B.V.	$72,176,675	36,417	0.17%	Shares
Universal- Beteiligungs- und Servicegesellschaft mbH	$69,302,847	34,967	0.17%	Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$66,769,914	33,689	0.16%	Shares
CANADA PENSION PLAN INVESTMENT BOARD	$65,166,516	32,880	0.16%	Shares
NEW YORK STATE COMMON RETIREMENT FUND	$65,095,166	32,844	0.16%	Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$65,007,960	32,800	0.16%	Shares
AVIVA PLC	$62,538,450	31,554	0.15%	Shares

Company insiders 24 insiders · 7 officers · 14 directors

Insider	Role	Last activity	Shares owned	Sells 12m	Net 12m
William George III	CHIEF FINANCIAL OFFICER	Aug. 17, 2026 S	30,250	5	$-31,668,222
Gordon J Beittenmiller	Chief Financial Officer	June 8, 2004 A	167,000	0	$0
Brian E. Lane	President/Chief Executive Off.	Nov. 1, 2021 M	264,195	0	$0
Terrence Andrew Young	Senior Vice President Service	April 1, 2021 F	5,274	0	$0
Laura Finley Howell	VP, General Counsel, Secretary	April 1, 2021 F	5,168	0	$0
James Matthew Mylett	SrVP - Service	April 4, 2016 F	12,329	0	$0
Thomas N Tanner	Senior Regional Vice President	Nov. 6, 2009 M	88,910	0	$0
Rhoman J Hardy	Director	May 27, 2026 S	1,890	1	$-649,827
Herman E Bulls	Director	May 18, 2026 A	29,879	1	$-2,027,240
Darcy Anderson	Director	May 18, 2026 A	18,140	2	$-9,998,710
Constance Ellen Skidmore	Director	March 10, 2022 S	34,853	0	$0
Vance W Tang	Director	Nov. 17, 2021 S	28,797	0	$0
Cindy L. Wallis-Lage	Director	May 18, 2021 A	1,939	0	$0
William J Sandbrook	Director	May 18, 2021 A	23,442	0	$0
Alan Krusi	Director	May 18, 2021 A	32,853	0	$0
James H Schultz	Director	May 19, 2020 A	88,914	0	$0
Alfred J Giardenelli JR	Director	Sept. 12, 2016 S	23,516	0	$0
William F Murdy	Director	April 2, 2014 F	10,197	0	$0
HARTER STEVEN S	Director	Dec. 12, 2006 S	55,000	0	$0
Franklin Myers	—	Aug. 11, 2026 S	8,495	6	$-52,099,267
Julie Shaeff	—	May 11, 2026 S	12,624	2	$-5,407,393
Trent T McKenna	—	April 1, 2026 F	22,346	0	$0
Pablo G. Mercado,	—	May 18, 2021 A	12,604	0	$0
Robert D Wagner	—	Nov. 5, 2013 M	35,000	0	$0

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

Activists & 5%+ owners 2 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
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person	June 29, 2004	—	Initial filing	—	SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person	Aug. 29, 2003	—	Initial filing	Passive investment	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 208 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
NUMG · Nushares ETF Trust	5.00%	9,615 NS	April 30, 2026	N-PORT
PRN · Invesco Exchange-Traded Fund Trust	4.64%	12,044 SH	Aug. 8, 2026	Daily
PKB · Invesco Exchange-Traded Fund Trust	4.49%	10,078 SH	Aug. 8, 2026	Daily
JSMD · Janus Detroit Street Trust	4.49%	23,908 NS	April 30, 2026	N-PORT
CSMD · Professionally Managed Portfolios	4.41%	10,381 NS	April 30, 2026	N-PORT
AMID · EA Series Trust	4.37%	2,509 NS	May 29, 2026	N-PORT
ULTY · Tidal Trust II	4.31%	20,000 NS	April 30, 2026	N-PORT
JMID · Janus Detroit Street Trust	4.04%	400 NS	April 30, 2026	N-PORT
FMTM · EA Series Trust	3.40%	2,149 NS	April 30, 2026	N-PORT
RPG · Invesco Exchange-Traded Fund Trust	3.14%	37,498 SH	Aug. 8, 2026	Daily
FCUS · Tidal Trust II	2.98%	1,526 NS	May 31, 2026	N-PORT
PDP · Invesco Exchange-Traded Fund Trust	2.46%	21,854 SH	Aug. 8, 2026	Daily
BOBP · EXCHANGE TRADED CONCEPTS TRUST	2.26%	22 NS	April 30, 2026	N-PORT
IFRA · iShares Trust	2.17%	58,125 SH	Aug. 8, 2026	Daily
SDVD · First Trust Exchange-Traded Fund IV	1.88%	8,507 NS	April 30, 2026	N-PORT
SPGP · Invesco Exchange-Traded Fund Trust	1.80%	24,683 SH	Aug. 8, 2026	Daily
CGMM · Capital Group Equity ETF Trust I	1.79%	27,324 NS	May 31, 2026	N-PORT
FFSM · FIDELITY COVINGTON TRUST	1.78%	12,507 NS	April 30, 2026	N-PORT
YOKE · EA Series Trust	1.71%	2,090 NS	April 30, 2026	N-PORT
IWP · iShares Trust	1.71%	201,434 SH	Aug. 8, 2026	Daily
SMIZ · Zacks Trust	1.54%	2,169 NS	May 31, 2026	N-PORT
VOT · VANGUARD INDEX FUNDS	1.53%	269,569 SH	Aug. 8, 2026	Daily
QGRO · AMERICAN CENTURY ETF TRUST	1.52%	18,394 NS	May 31, 2026	N-PORT
TAX · EA Series Trust	1.47%	205 NS	May 29, 2026	N-PORT
FXR · First Trust Exchange-Traded AlphaDE…	1.43%	5,412 NS	April 30, 2026	N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS	1.29%	5,350 NS	May 31, 2026	N-PORT
PWB · Invesco Exchange-Traded Fund Trust	1.28%	18,259 SH	Aug. 8, 2026	Daily
ROE · EA Series Trust	1.12%	1,595 NS	May 29, 2026	N-PORT
RSPN · Invesco Exchange-Traded Fund Trust	1.10%	7,034 SH	Aug. 8, 2026	Daily
FTC · First Trust Exchange-Traded AlphaDE…	1.06%	7,320 NS	April 30, 2026	N-PORT
WINN · Harbor ETF Trust	1.06%	6,286 NS	April 30, 2026	N-PORT
TEXN · iShares Trust	1.03%	101 SH	Aug. 8, 2026	Daily
AVMV · AMERICAN CENTURY ETF TRUST	1.03%	3,519 NS	May 31, 2026	N-PORT
QIDX · Spinnaker ETF Series	1.03%	215 NS	April 30, 2026	N-PORT
PWRD · TCW ETF Trust	1.02%	8,183 NS	April 30, 2026	N-PORT
SPHB · Invesco Exchange-Traded Fund Trust …	0.97%	5,412 SH	Aug. 8, 2026	Daily
FSMD · FIDELITY COVINGTON TRUST	0.95%	12,239 NS	April 30, 2026	N-PORT
VIS · VANGUARD WORLD FUND	0.93%	42,725 SH	Aug. 8, 2026	Daily
FIDU · FIDELITY COVINGTON TRUST	0.93%	10,463 NS	April 30, 2026	N-PORT
HIBL · Direxion Shares ETF Trust	0.87%	371 NS	April 30, 2026	N-PORT
CGGO · Capital Group Global Growth Equity …	0.84%	52,143 NS	May 31, 2026	N-PORT
DUSL · Direxion Shares ETF Trust	0.84%	246 NS	April 30, 2026	N-PORT
AFMC · First Trust Exchange-Traded Fund VI…	0.80%	709 NS	May 31, 2026	N-PORT
IMCG · iShares Trust	0.78%	18,531 SH	Aug. 8, 2026	Daily
UXI · ProShares Trust	0.76%	118 NS	May 31, 2026	N-PORT
JSTC · Tidal Trust I	0.74%	1,364 NS	May 31, 2026	N-PORT
WLDR · Two Roads Shared Trust	0.74%	287 NS	April 30, 2026	N-PORT
FCPI · FIDELITY COVINGTON TRUST	0.73%	1,083 NS	April 30, 2026	N-PORT
TMFE · RBB Fund, Inc.	0.73%	340 NS	May 31, 2026	N-PORT
AVMC · AMERICAN CENTURY ETF TRUST	0.70%	1,563 NS	May 31, 2026	N-PORT
IYJ · iShares Trust	0.69%	7,923 SH	Aug. 8, 2026	Daily
FDMO · FIDELITY COVINGTON TRUST	0.68%	3,090 NS	April 30, 2026	N-PORT
VO · VANGUARD INDEX FUNDS	0.67%	762,793 SH	Aug. 8, 2026	Daily
OASC · Unified Series Trust	0.66%	305 NS	May 31, 2026	N-PORT
FQAL · FIDELITY COVINGTON TRUST	0.66%	4,872 NS	April 30, 2026	N-PORT
MTUM · iShares Trust	0.64%	94,285 SH	Aug. 8, 2026	Daily
CLSE · Trust for Professional Managers	0.61%	2,065 NS	May 31, 2026	N-PORT
AFSM · First Trust Exchange-Traded Fund VI…	0.60%	324 NS	May 31, 2026	N-PORT
FHEQ · Fidelity Greenwood Street Trust	0.60%	2,698 NS	April 30, 2026	N-PORT
SPHQ · Invesco Exchange-Traded Fund Trust	0.60%	69,556 SH	Aug. 8, 2026	Daily
QUAL · iShares Trust	0.59%	165,881 SH	Aug. 8, 2026	Daily
AFLG · First Trust Exchange-Traded Fund VI…	0.59%	2,092 NS	May 31, 2026	N-PORT
EXI · iShares Trust	0.58%	4,961 SH	Aug. 8, 2026	Daily
FEX · First Trust Exchange-Traded AlphaDE…	0.55%	4,455 NS	April 30, 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0.53%	1,387 NS	April 30, 2026	N-PORT
SNPG · DBX ETF Trust	0.52%	38 NS	May 29, 2026	N-PORT
FYEE · Fidelity Greenwood Street Trust	0.50%	453 NS	April 30, 2026	N-PORT
GQQQ · EA Series Trust	0.48%	384 NS	May 29, 2026	N-PORT
FBUF · Fidelity Greenwood Street Trust	0.47%	48 NS	April 30, 2026	N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST	0.45%	626 NS	May 31, 2026	N-PORT
SPMO · Invesco Exchange-Traded Fund Trust …	0.44%	56,926 SH	Aug. 8, 2026	Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr…	0.43%	5,097 NS	April 30, 2026	N-PORT
IWR · iShares Trust	0.43%	141,893 SH	Aug. 8, 2026	Daily
FNDA · SCHWAB STRATEGIC TRUST	0.41%	19,976 NS	May 31, 2026	N-PORT
ESUM · Strategy Shares	0.41%	340 NS	April 30, 2026	N-PORT
SZNE · Pacer Funds Trust	0.40%	29 NS	April 30, 2026	N-PORT
IMCB · iShares Trust	0.40%	3,921 SH	Aug. 8, 2026	Daily
INFO · Harbor ETF Trust	0.39%	1,637 NS	April 30, 2026	N-PORT
FSCC · Federated Hermes ETF Trust	0.39%	585 NS	May 31, 2026	N-PORT
GARP · iShares Trust	0.38%	6,297 SH	Aug. 8, 2026	Daily
DUHP · Dimensional ETF Trust	0.37%	22,946 NS	April 30, 2026	N-PORT
EGUS · iShares Trust	0.37%	61 SH	Aug. 8, 2026	Daily
VFQY · VANGUARD WELLINGTON FUND	0.36%	868 SH	Aug. 8, 2026	Daily
GEW · EA Series Trust	0.35%	266 NS	May 29, 2026	N-PORT
XOEF · iShares Trust	0.33%	44 SH	Aug. 8, 2026	Daily
LCOW · Pacer Funds Trust	0.31%	39 NS	April 30, 2026	N-PORT
BFOR · ALPS ETF Trust	0.31%	361 NS	May 31, 2026	N-PORT
VIG · VANGUARD SPECIALIZED FUNDS	0.30%	198,544 SH	Aug. 8, 2026	Daily
DFVX · Dimensional ETF Trust	0.30%	785 NS	April 30, 2026	N-PORT
FBCG · FIDELITY COVINGTON TRUST	0.30%	9,972 NS	April 30, 2026	N-PORT
AVUS · AMERICAN CENTURY ETF TRUST	0.26%	19,017 NS	May 31, 2026	N-PORT
RILA · Spinnaker ETF Series	0.26%	60 NS	April 30, 2026	N-PORT
TMFC · RBB Fund, Inc.	0.25%	2,926 NS	May 31, 2026	N-PORT
GGUS · Goldman Sachs ETF Trust	0.25%	622 NS	May 31, 2026	N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe…	0.24%	6,911 SH	Aug. 8, 2026	Daily
SGLC · RBB Fund, Inc.	0.24%	255 NS	May 31, 2026	N-PORT
USXF · iShares Trust	0.24%	2,047 SH	Aug. 8, 2026	Daily
QARP · DBX ETF Trust	0.23%	95 NS	May 29, 2026	N-PORT
VEGN · ETF Series Solutions	0.23%	195 NS	April 30, 2026	N-PORT
SCHG · SCHWAB STRATEGIC TRUST	0.23%	75,226 NS	May 31, 2026	N-PORT
AQLT · iShares Trust	0.22%	396 SH	Aug. 8, 2026	Daily
AVLC · AMERICAN CENTURY ETF TRUST	0.22%	1,488 NS	May 31, 2026	N-PORT
VUG · VANGUARD INDEX FUNDS	0.21%	400,141 SH	Aug. 8, 2026	Daily
PFM · Invesco Exchange-Traded Fund Trust	0.21%	1,001 SH	Aug. 8, 2026	Daily
DEUS · DBX ETF Trust	0.21%	308 NS	May 29, 2026	N-PORT
VOOG · VANGUARD ADMIRAL FUNDS	0.20%	26,106 SH	Aug. 8, 2026	Daily
VONG · VANGUARD SCOTTSDALE FUNDS	0.20%	55,097 SH	Aug. 8, 2026	Daily
VFMO · VANGUARD WELLINGTON FUND	0.19%	1,887 SH	Aug. 8, 2026	Daily
USSG · DBX ETF Trust	0.19%	587 NS	May 29, 2026	N-PORT
RSP · Invesco Exchange-Traded Fund Trust	0.19%	108,004 SH	Aug. 8, 2026	Daily
DXUV · Dimensional ETF Trust	0.18%	399 NS	April 30, 2026	N-PORT
EGLE · Global X Funds	0.18%	2 NS	April 30, 2026	N-PORT
HLAL · Listed Funds Trust	0.18%	897 NS	May 31, 2026	N-PORT
GSEW · Goldman Sachs ETF Trust	0.18%	1,732 NS	May 31, 2026	N-PORT
DFAC · Dimensional ETF Trust	0.18%	43,154 NS	April 30, 2026	N-PORT
ILCG · iShares Trust	0.18%	3,381 SH	Aug. 8, 2026	Daily
IWF · iShares Trust	0.18%	131,559 SH	Aug. 8, 2026	Daily
SUSL · iShares Trust	0.17%	1,216 SH	Aug. 8, 2026	Daily
FFLG · FIDELITY COVINGTON TRUST	0.17%	538 NS	April 30, 2026	N-PORT
EUSA · iShares, Inc.	0.17%	1,859 SH	Aug. 8, 2026	Daily
SIZE · iShares Trust	0.17%	423 SH	Aug. 8, 2026	Daily
IVW · iShares Trust	0.17%	74,461 SH	Aug. 8, 2026	Daily
SPUS · Tidal Trust I	0.16%	2,421 NS	May 31, 2026	N-PORT
SNPE · DBX ETF Trust	0.16%	2,436 NS	May 29, 2026	N-PORT
SPXT · ProShares Trust	0.16%	236 NS	May 31, 2026	N-PORT
IUSG · iShares Trust	0.16%	30,874 SH	Aug. 8, 2026	Daily
DFSU · Dimensional ETF Trust	0.15%	1,742 NS	April 30, 2026	N-PORT
XMAG · Tidal Trust II	0.15%	116 NS	May 31, 2026	N-PORT
CATH · Global X Funds	0.14%	890 NS	April 30, 2026	N-PORT
SFY · Tidal Trust I	0.13%	467 NS	May 31, 2026	N-PORT
EBI · RBB Fund Trust	0.13%	451 NS	May 31, 2026	N-PORT
ROUS · Lattice Strategies Trust	0.13%	400 NS	April 30, 2026	N-PORT
ESGV · VANGUARD WORLD FUND	0.12%	7,880 SH	Aug. 8, 2026	Daily
USCA · DBX ETF Trust	0.12%	2,129 NS	May 29, 2026	N-PORT
GSLC · Goldman Sachs ETF Trust	0.12%	10,150 NS	May 31, 2026	N-PORT
HQGO · Lattice Strategies Trust	0.12%	31 NS	April 30, 2026	N-PORT
SPXN · ProShares Trust	0.11%	49 NS	May 31, 2026	N-PORT
DFAU · Dimensional ETF Trust	0.11%	7,074 NS	April 30, 2026	N-PORT
XCLR · Global X Funds	0.11%	2 NS	April 30, 2026	N-PORT
XYLD · Global X Funds	0.11%	1,883 NS	April 30, 2026	N-PORT
USCL · iShares Trust	0.11%	1,861 SH	Aug. 8, 2026	Daily
VOO · VANGUARD INDEX FUNDS	0.11%	914,446 SH	Aug. 8, 2026	Daily
VV · VANGUARD INDEX FUNDS	0.11%	41,113 SH	Aug. 8, 2026	Daily
SPXV · ProShares Trust	0.11%	24 NS	May 31, 2026	N-PORT
ESGU · iShares Trust	0.11%	11,587 SH	Aug. 8, 2026	Daily
TOPC · iShares Trust	0.11%	20 SH	Aug. 8, 2026	Daily
CHRI · Global X Funds	0.11%	3 NS	April 30, 2026	N-PORT
QVML · Invesco Exchange-Traded Fund Trust …	0.11%	966 SH	Aug. 8, 2026	Daily
BBUS · J.P. Morgan Exchange-Traded Fund Tr…	0.10%	4,457 NS	April 30, 2026	N-PORT
PTLC · Pacer Funds Trust	0.10%	1,822 NS	April 30, 2026	N-PORT
SPXE · ProShares Trust	0.10%	48 NS	May 31, 2026	N-PORT
VOTE · TCW ETF Trust	0.10%	585 NS	April 30, 2026	N-PORT
BKLC · BNY Mellon ETF Trust	0.10%	2,951 NS	April 30, 2026	N-PORT
XTR · Global X Funds	0.10%	2 NS	April 30, 2026	N-PORT
DSPY · Tema ETF Trust	0.10%	499 NS	May 31, 2026	N-PORT
XVV · iShares Trust	0.10%	404 SH	Aug. 8, 2026	Daily
ONOF · Global X Funds	0.10%	80 NS	May 31, 2026	N-PORT
XYLG · Global X Funds	0.10%	35 NS	April 30, 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0.10%	1,117,592 SH	Aug. 8, 2026	Daily
VFMF · VANGUARD WELLINGTON FUND	0.10%	346 SH	Aug. 8, 2026	Daily
VONE · VANGUARD SCOTTSDALE FUNDS	0.10%	5,750 SH	Aug. 8, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	0.10%	2,932 SH	Aug. 8, 2026	Daily
TOV · EA Series Trust	0.10%	119 NS	April 30, 2026	N-PORT
DYNF · BlackRock ETF Trust	0.10%	23,261 SH	Aug. 8, 2026	Daily
GSUS · Goldman Sachs ETF Trust	0.10%	1,723 NS	May 31, 2026	N-PORT
XRMI · Global X Funds	0.10%	26 NS	April 30, 2026	N-PORT
DFUS · Dimensional ETF Trust	0.10%	10,550 NS	April 30, 2026	N-PORT
SPUU · Direxion Shares ETF Trust	0.10%	118 NS	April 30, 2026	N-PORT
DCOR · Dimensional ETF Trust	0.09%	1,519 NS	April 30, 2026	N-PORT
PBP · Invesco Exchange-Traded Fund Trust	0.09%	202 SH	Aug. 8, 2026	Daily
SCHX · SCHWAB STRATEGIC TRUST	0.09%	37,140 NS	May 31, 2026	N-PORT
QDPL · Pacer Funds Trust	0.09%	789 NS	April 30, 2026	N-PORT
SCHK · SCHWAB STRATEGIC TRUST	0.09%	2,845 NS	May 31, 2026	N-PORT
IVV · iShares Trust	0.09%	475,005 SH	Aug. 8, 2026	Daily
GUSA · Goldman Sachs ETF Trust II	0.09%	1,168 NS	May 31, 2026	N-PORT
PBUS · Invesco Exchange-Traded Fund Trust …	0.09%	6,213 SH	Aug. 8, 2026	Daily
SCHB · SCHWAB STRATEGIC TRUST	0.09%	20,793 NS	May 31, 2026	N-PORT
ILCB · iShares Trust	0.09%	664 SH	Aug. 8, 2026	Daily
CRBN · iShares Trust	0.09%	588 SH	Aug. 8, 2026	Daily
IYY · iShares Trust	0.08%	1,510 SH	Aug. 8, 2026	Daily
ISPY · ProShares Trust	0.08%	599 NS	May 31, 2026	N-PORT
IWB · iShares Trust	0.08%	24,157 SH	Aug. 8, 2026	Daily
GLOV · Goldman Sachs ETF Trust	0.08%	762 NS	May 31, 2026	N-PORT
ITOT · iShares Trust	0.08%	45,593 SH	Aug. 8, 2026	Daily
GXLC · Global X Funds	0.08%	2 NS	May 31, 2026	N-PORT
IWV · iShares Trust	0.08%	9,449 SH	Aug. 8, 2026	Daily
KOKU · DBX ETF Trust	0.08%	338 NS	May 29, 2026	N-PORT
SPXL · Direxion Shares ETF Trust	0.07%	2,377 NS	April 30, 2026	N-PORT
TILT · FlexShares Trust	0.07%	810 NS	April 30, 2026	N-PORT
PHDG · Invesco Actively Managed Exchange-T…	0.07%	28 SH	Aug. 8, 2026	Daily
TOK · iShares Trust	0.07%	103 SH	Aug. 8, 2026	Daily
SSO · ProShares Trust	0.07%	3,035 NS	May 31, 2026	N-PORT
URTH · iShares, Inc.	0.07%	3,158 SH	Aug. 8, 2026	Daily
MSLC · MORGAN STANLEY PATHWAY FUNDS	0.06%	1,340 NS	May 31, 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0.06%	29,197 SH	Aug. 8, 2026	Daily
ACWI · iShares Trust	0.06%	11,294 SH	Aug. 8, 2026	Daily
SPXD · DBX ETF Trust	0.05%	2 NS	May 31, 2026	N-PORT
EQL · ALPS ETF Trust	0.05%	390 NS	May 31, 2026	N-PORT
RWL · Invesco Exchange-Traded Fund Trust …	0.05%	2,867 SH	Aug. 8, 2026	Daily
GLOF · iShares Trust	0.05%	59 SH	Aug. 8, 2026	Daily
UPRO · ProShares Trust	0.04%	1,329 NS	May 31, 2026	N-PORT
HCMT · Direxion Shares ETF Trust	0.04%	122 NS	April 30, 2026	N-PORT
EQAL · Invesco Exchange-Traded Fund Trust …	0.04%	181 SH	Aug. 8, 2026	Daily
FNDB · SCHWAB STRATEGIC TRUST	0.03%	212 NS	May 31, 2026	N-PORT
GDE · WisdomTree Trust	0.03%	89 NS	May 31, 2026	N-PORT
IUS · Invesco Exchange-Traded Self-Indexe…	0.03%	143 SH	Aug. 8, 2026	Daily
DGRO · iShares Trust	0.02%	6,043 SH	Aug. 8, 2026	Daily
PRF · Invesco Exchange-Traded Fund Trust	0.02%	1,042 SH	Aug. 8, 2026	Daily

About Comfort Systems USA, Inc. Common Stock Company overview from Wikipedia

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Institutional owners (13F) 1,447 filers · $41.8B total · As of June 30, 2026

Company insiders 24 insiders · 7 officers · 14 directors

Activists & 5%+ owners 2 positions

ETF ownership Held by 208 ETFs