HOPE Hope Bancorp, Inc. - Common Stock
HOPE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
HOPE 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 |
|---|---|
| Aug. 6, 2026 | $0.1400 |
| May 8, 2026 | $0.1400 |
| Feb. 6, 2026 | $0.1400 |
| Nov. 7, 2025 | $0.1400 |
| Aug. 1, 2025 | $0.1400 |
| May 2, 2025 | $0.1400 |
| Feb. 6, 2025 | $0.1400 |
| Nov. 7, 2024 | $0.1400 |
| Aug. 8, 2024 | $0.1400 |
| May 8, 2024 | $0.1400 |
| Feb. 8, 2024 | $0.1400 |
| Nov. 1, 2023 | $0.1400 |
| Aug. 2, 2023 | $0.1400 |
| May 3, 2023 | $0.1400 |
| Feb. 1, 2023 | $0.1400 |
| Nov. 2, 2022 | $0.1400 |
| July 28, 2022 | $0.1400 |
| April 27, 2022 | $0.1400 |
| Feb. 2, 2022 | $0.1400 |
| Nov. 3, 2021 | $0.1400 |
HOPE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 2 20.0%
- Buy 5 50.0%
- Hold 3 30.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
4 analysts · 2026-08-13Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.27 | $0.26 | 0.01% |
| March 31, 2026 | $0.23 | $0.23 | 0.00% |
| Dec. 31, 2025 | $0.27 | $0.27 | 0.00% |
| Sept. 30, 2025 | $0.25 | $0.26 | -0.01% |
| June 30, 2025 | $0.19 | $0.21 | -0.02% |
| March 31, 2025 | $0.19 | $0.19 | -0.00% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| HOPE | $1.41B | 22.4 | 5.0% | 12.3% | 2.7% | — |
| OCFC | $1.03B | 15.3 | 5.4% | 17.5% | 4.2% | — |
| NBHC | $1.44B | 13.3 | 2.9% | 232.6% | 8.0% | — |
| GABC | $1.47B | 12.8 | 37.8% | 23.1% | 10.1% | — |
| TFIN | $1.49B | 67.3 | 5.6% | 5.8% | 2.7% | — |
| TCBK | $1.53B | 12.8 | 4.1% | 227.5% | 9.4% | — |
| DCOM | $1.32B | 12.8 | 19.0% | 556.0% | 7.6% | — |
| STBA | $1.47B | 11.3 | 4.8% | 33.4% | 9.2% | — |
| CASH | — | 9.4 | 5.3% | 22.1% | 22.1% | — |
| FSUN | $1.05B | 10.8 | 8.4% | 23.4% | 8.7% | — |
| CNOB | — | — | — | — | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $523M | $138M | $54M | $131M | $218M | $162M | $91M | $59M | $41M | $36M | |
| Interest Income | $941M | $954M | $1.05B | $716M | $567M | $599M | $685M | $650M | $572M | $422M | $314M | $303M | |
| Pretax Income | $77M | $133M | $178M | $296M | $275M | $142M | $226M | $255M | $264M | $191M | $155M | $147M | |
| Income Tax | $16M | $33M | $44M | $78M | $71M | $31M | $55M | $66M | $124M | $77M | $63M | $58M | |
| Net Income | $62M | $100M | $134M | $218M | $205M | $112M | $171M | $190M | $139M | $114M | $92M | $89M | |
| EPS (Basic) | $0.49 | $0.83 | $1.11 | $1.82 | $1.67 | $0.90 | $1.35 | $1.44 | $1.03 | $1.10 | $1.16 | $1.11 | |
| EPS (Diluted) | $0.49 | $0.82 | $1.11 | $1.81 | $1.66 | $0.90 | $1.35 | $1.44 | $1.03 | $1.10 | $1.16 | $1.11 | |
| Shares (Basic) | 126,317,986 | 120,583,147 | 119,906,109 | 119,824,970 | 122,321,768 | 123,501,401 | 126,598,564 | 131,716,726 | 135,348,938 | 103,289,059 | 79,549,651 | 79,493,742 | |
| Shares (Diluted) | 126,774,552 | 121,108,594 | 120,393,257 | 120,472,345 | 123,133,025 | 123,889,343 | 126,875,320 | 131,954,192 | 135,684,969 | 103,530,318 | 79,611,800 | 79,611,037 | |
| EBITDA | $10M | $9M | $8M | $8M | $8M | $8M | · | $-2M | · | · | · | · |
Balance Sheet 19
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | $699M | $460M | $492M | $437M | $298M | $462M | |
| PP&E (Net) | $70M | $52M | $51M | $47M | $46M | $48M | $52M | $54M | $57M | $55M | $35M | $31M | |
| PP&E (Gross) | $162M | $131M | $122M | $114M | $107M | $103M | $100M | $101M | $96M | $88M | $70M | $61M | |
| Accum. Depreciation | $93M | $80M | $71M | $68M | $61M | $54M | $48M | $47M | $39M | $33M | $36M | $30M | |
| Goodwill | $481M | $464M | $464M | $464M | $464M | $464M | $464M | $464M | $464M | $463M | $105M | $105M | |
| Intangibles | $45M | $2M | $4M | $6M | $8M | $10M | $12M | $14M | $17M | $19M | $3M | $4M | |
| Total Assets | $18.53B | $17.05B | $19.13B | $19.16B | $17.89B | $17.11B | $15.67B | $15.31B | $14.21B | $13.44B | $7.91B | $7.14B | |
| Short-term Debt | $285M | $239M | $1.80B | $865M | · | · | · | · | · | · | · | · | |
| Capital Leases | $42M | $30M | $38M | $45M | $45M | $38M | $48M | · | · | · | · | · | |
| Total Liabilities | $16.25B | $14.92B | $17.01B | $17.15B | $15.80B | $15.05B | $13.63B | $13.40B | $12.28B | $11.59B | $6.97B | $6.26B | |
| Total Debt | $285M | $239M | $1.80B | · | · | · | · | · | · | · | · | · | |
| Common Stock | $146.0K | $138.0K | $138.0K | $137.0K | $136.0K | $136.0K | $136.0K | $136.0K | $136.0K | $135.0K | $80.0K | $79.0K | |
| Paid-in Capital | $1.52B | $1.45B | $1.44B | $1.43B | $1.42B | $1.43B | $1.43B | $1.42B | $1.41B | $1.40B | $542M | $542M | |
| Retained Earnings | $1.17B | $1.18B | $1.15B | $1.08B | $933M | $786M | $762M | $662M | $545M | $470M | $398M | $339M | |
| Treasury Stock | $265M | $265M | $265M | $265M | $250M | $200M | $164M | $150M | $0 | · | · | · | |
| AOCI | $-148M | $-228M | $-205M | $-231M | $-11M | $33M | $9M | $-33M | $-22M | $-15M | $-2M | $2M | |
| Stockholders' Equity | $2.28B | $2.13B | $2.12B | $2.02B | $2.09B | $2.05B | $2.04B | $1.90B | $1.93B | $1.86B | $938M | $883M | |
| Liabilities + Equity | $18.53B | $17.05B | $19.13B | $19.16B | $17.89B | $17.11B | $15.67B | $15.31B | $14.21B | $13.44B | $7.91B | $7.14B | |
| Shares Outstanding | 128,201,655 | 120,755,658 | 120,126,786 | 119,495,209 | 120,006,452 | 123,264,864 | 125,756,543 | 126,639,912 | 135,511,891 | 135,240,079 | 79,566,356 | 79,503,552 |
Cash Flow 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $9M | $8M | $8M | $8M | $8M | $8M | $9M | $9M | $-2M | $-5M | $-13M | |
| Stock-based Comp | $8M | $9M | $12M | $12M | $8M | $8M | $5M | $4M | $3M | $3M | $1M | $705.0K | |
| Deferred Tax | $6M | $5M | $4M | $-9M | $20M | $-18M | $2M | $3M | $35M | $6M | $-1M | $18M | |
| Other Non-cash | $79M | $-6M | $315M | $256M | $83M | $56M | · | $26M | · | · | · | · | |
| Operating Cash Flow | $165M | $117M | $474M | $486M | $324M | $166M | $184M | $220M | $204M | $131M | $108M | $136M | |
| CapEx | $13M | $10M | $13M | $9M | $7M | $5M | $7M | $7M | $15M | $14M | $11M | $6M | |
| Investing Cash Flow | $525M | $467M | $1.29B | $-1.47B | $-993M | $-1.83B | $-37M | $-1.15B | $-767M | $-463M | $-935M | $-553M | |
| Stock Issued | $1.0K | $0 | $1.0K | $531.0K | $0 | $0 | $12.0K | $469.0K | $2M | $1M | $-22.0K | $-34.0K | |
| Stock Repurchased | · | $0 | $0 | $15M | $50M | $37M | $13M | $150M | $0 | $0 | · | · | |
| Net Stock Activity | $1.0K | $0 | $1.0K | $-14M | $-50M | $-37M | · | $-150M | · | · | · | · | |
| Dividends Paid | · | · | · | · | $69M | $69M | $71M | $72M | $68M | $42M | $33M | $28M | |
| Financing Cash Flow | $-588M | $-2.05B | $-341M | $1.18B | $635M | $1.32B | $92M | $895M | $618M | $472M | $663M | $563M | |
| Net Change in Cash | $102M | $-1.47B | $1.42B | $191M | $-34M | $-348M | $239M | $-32M | $55M | $139M | $-164M | $145M | |
| Taxes Paid | $3M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $151M | $107M | $461M | $476M | $317M | $161M | · | $213M | · | · | · | · | |
| Levered FCF | · | · | $68M | $375M | $277M | $58M | · | $93M | · | · | · | · |
Profitability 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 12.3% | 21.0% | 23.4% | 34.7% | 36.8% | 21.4% | · | 34.6% | · | · | · | · | |
| Pretax Margin | 15.5% | 28.0% | 31.1% | 47.0% | 49.5% | 27.3% | · | 46.6% | · | · | · | · | |
| EBITDA Margin | 2.1% | 1.8% | 1.5% | 1.2% | 1.5% | 1.6% | · | -0.39% | · | · | · | · | |
| ROA | 0.35% | 0.55% | 0.70% | 1.2% | 1.2% | 0.68% | · | 1.3% | · | · | · | · | |
| ROE | 2.7% | 4.6% | 6.4% | 10.9% | 9.8% | 5.5% | · | 10.0% | · | · | · | · |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.8 | · | · | · | · | · | · | · | · | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.0 | · | · | · | · |
Growth Rates 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.0% | -16.9% | -9.3% | 13.2% | 6.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.5% | -5.1% | 3.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.87% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -40.2% | -26.1% | -38.7% | 9.0% | 84.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -35.3% | -20.9% | 7.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -11.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -38.2% | -25.5% | -38.8% | 6.7% | 83.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -34.4% | -21.3% | 6.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -11.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $499M | $475M | $571M | $630M | $556M | $521M | $516M | $548M | $548M | $415M | $317M | $311M | |
| Net Income TTM | $62M | $100M | $134M | $218M | $205M | $112M | $171M | $190M | $139M | $114M | $92M | $89M | |
| Market Cap | $1.41B | $1.48B | $1.45B | $1.53B | $1.77B | $1.34B | · | $1.50B | · | · | · | · | |
| P/E | 22.4 | 15.0 | 10.9 | 7.1 | 8.9 | 12.1 | 11.0 | 8.2 | 17.7 | 19.9 | 14.8 | 13.0 | |
| P/S | 2.8 | 3.1 | 2.5 | 2.4 | 3.2 | 2.6 | · | 2.7 | · | · | · | · | |
| P/B | 0.6 | 0.7 | 0.7 | 0.8 | 0.8 | 0.7 | · | 0.8 | · | · | · | · | |
| P / Tangible Book | 0.8 | 0.9 | 0.9 | 1.0 | 1.1 | 0.9 | · | · | · | · | · | · | |
| P / Cash Flow | 8.5 | 12.7 | 3.1 | 3.2 | 5.4 | 8.1 | · | 6.8 | · | · | · | · | |
| P / FCF | 9.3 | 13.9 | 3.2 | 3.2 | 5.6 | 8.4 | · | 7.0 | · | · | · | · | |
| Dividend Yield | · | · | · | · | 3.9% | 5.1% | · | 4.8% | · | · | · | · | |
| Earnings Yield | 4.5% | 6.7% | 9.2% | 14.1% | 11.3% | 8.2% | 9.1% | 12.1% | 5.6% | 5.0% | 6.7% | 7.7% | |
| Payout Ratio | · | · | · | · | 33.6% | 62.1% | · | 37.8% | · | · | · | · | |
| Annual Payout | · | · | · | · | $69M | $69M | $71M | $72M | $68M | $42M | $33M | $28M |
Income Statement 10
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $113M | $118M | $122M | $116M | $124M | $130M | $127M | $145M | $143M | $140M | $136M | $103M | $74M | $36M | |
| Interest Income | $236M | $230M | $240M | $245M | $239M | $217M | $227M | $235M | $233M | $260M | $269M | $276M | $267M | $237M | $224M | $189M | |
| Pretax Income | $43M | $38M | $39M | $36M | $-26M | $28M | $30M | $32M | $35M | $36M | $34M | $40M | $51M | $53M | $70M | $73M | |
| Income Tax | $10M | $8M | $5M | $6M | $-1M | $7M | $6M | $8M | $9M | $10M | $7M | $10M | $13M | $14M | $18M | $20M | |
| Net Income | $33M | $30M | $34M | $31M | $-25M | $21M | $24M | $24M | $25M | $26M | $26M | $30M | $38M | $39M | $52M | $54M | |
| EPS (Basic) | $0.26 | $0.23 | $0.27 | $0.24 | $-0.19 | $0.17 | $0.20 | $0.20 | $0.21 | $0.22 | $0.21 | $0.25 | $0.32 | $0.33 | $0.43 | $0.45 | |
| EPS (Diluted) | $0.26 | $0.23 | $0.27 | $0.24 | $-0.19 | $0.17 | $0.20 | $0.20 | $0.21 | $0.21 | $0.21 | $0.25 | $0.32 | $0.33 | $0.43 | $0.45 | |
| Shares (Basic) | 127,778,952 | 128,081,360 | -250,663,023 | 128,167,932 | 128,001,605 | 120,811,472 | -241,003,206 | 120,734,581 | 120,664,472 | 120,187,300 | -239,618,879 | 120,020,567 | 119,953,174 | 119,551,247 | -240,002,364 | 119,476,035 | |
| Shares (Diluted) | 128,308,861 | 128,723,654 | -251,476,393 | 128,593,874 | 128,001,605 | 121,433,080 | -242,011,104 | 121,159,977 | 120,939,429 | 121,020,292 | -240,353,015 | 120,374,618 | 120,129,359 | 120,242,295 | -241,313,290 | 119,996,523 | |
| EBITDA | · | $15M | · | · | · | $10M | · | · | · | $5M | · | · | · | $4M | · | · |
Balance Sheet 18
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $70M | $69M | $70M | $69M | $69M | $52M | $52M | $52M | $51M | $51M | · | $52M | $51M | $48M | · | $46M | |
| PP&E (Gross) | · | · | $162M | · | · | · | $131M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $93M | · | · | · | $80M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $484M | $484M | $481M | $478M | $478M | $464M | $464M | $464M | $464M | $464M | · | $464M | $464M | $464M | · | $464M | |
| Intangibles | $43M | $44M | $45M | $46M | $47M | $2M | $2M | $3M | $3M | $4M | · | $4M | $5M | $5M | · | $6M | |
| Total Assets | $18.99B | $18.66B | $18.53B | $18.51B | $18.55B | $17.07B | $17.05B | $17.35B | $17.38B | $18.09B | · | $20.08B | $20.37B | $20.57B | · | $19.08B | |
| Short-term Debt | $472M | $285M | $285M | $25M | $30M | $100M | $239M | $100M | $170M | $796M | · | $1.80B | $2.26B | $2.13B | · | · | |
| Capital Leases | $40M | $40M | $42M | $42M | $44M | $27M | $30M | $33M | $33M | $36M | · | $42M | $44M | $44M | · | $46M | |
| Total Liabilities | $16.70B | $16.37B | $16.25B | $16.25B | $16.32B | $14.91B | $14.92B | $15.18B | $15.26B | $15.98B | · | $18.05B | $18.30B | $18.51B | · | $17.11B | |
| Total Debt | $472M | $285M | · | $25M | $30M | $100M | · | $100M | $170M | $796M | · | $1.80B | $2.26B | $2.13B | · | · | |
| Common Stock | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $138.0K | $138.0K | $138.0K | $138.0K | $138.0K | · | $137.0K | $137.0K | $137.0K | · | $137.0K | |
| Paid-in Capital | $1.53B | $1.52B | $1.52B | $1.52B | $1.52B | $1.45B | $1.45B | $1.44B | $1.44B | $1.44B | · | $1.44B | $1.43B | $1.43B | · | $1.43B | |
| Retained Earnings | $1.20B | $1.18B | $1.17B | $1.15B | $1.14B | $1.19B | $1.18B | $1.17B | $1.17B | $1.16B | · | $1.14B | $1.13B | $1.11B | · | $1.05B | |
| Treasury Stock | $273M | $271M | $265M | $265M | $265M | $265M | $265M | $265M | $265M | $265M | · | $265M | $265M | $265M | · | $265M | |
| AOCI | $-156M | $-152M | $-148M | $-154M | $-171M | $-206M | $-228M | $-183M | $-233M | $-222M | · | $-283M | $-229M | $-214M | · | $-237M | |
| Stockholders' Equity | $2.30B | $2.28B | $2.28B | $2.26B | $2.22B | $2.16B | $2.13B | $2.17B | $2.11B | $2.11B | $2.12B | $2.03B | $2.07B | $2.06B | $2.02B | $1.98B | |
| Liabilities + Equity | $18.99B | $18.66B | $18.53B | $18.51B | $18.55B | $17.07B | $17.05B | $17.35B | $17.38B | $18.09B | · | $20.08B | $20.37B | $20.57B | · | $19.08B | |
| Shares Outstanding | 127,741,836 | 127,822,689 | 128,201,655 | 128,185,271 | 128,124,458 | 121,074,988 | 120,755,658 | 120,737,908 | 120,731,342 | 120,610,029 | · | 120,026,220 | 120,014,888 | 119,865,732 | · | 119,479,253 |
Cash Flow 13
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $13M | $15M | $-36M | $28M | $8M | $10M | $-19M | $10M | $13M | $5M | $-7M | $8M | $14M | $4M | $-8M | $4M | |
| Stock-based Comp | $3M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $4M | $3M | $3M | $2M | $3M | $3M | |
| Other Non-cash | · | $-32M | · | · | · | $-7M | · | · | · | $-4M | · | · | · | $31M | · | · | |
| Operating Cash Flow | $60M | $14M | $77M | $52M | $9M | $27M | $50M | $63M | $-26M | $30M | $79M | $193M | $126M | $76M | $118M | $101M | |
| CapEx | $4M | $2M | $3M | $5M | $2M | $3M | $2M | $3M | $3M | $2M | $2M | $3M | $5M | $3M | $3M | $2M | |
| Investing Cash Flow | $-332M | $-76M | $15M | $-145M | $410M | $246M | $8M | $33M | $179M | $247M | $353M | $366M | $266M | $305M | $44M | $-921M | |
| Stock Issued | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $1.0K | $0 | $0 | $0 | $0 | $0 | |
| Stock Repurchased | $2M | $7M | · | · | $0 | $0 | · | · | · | · | · | $0 | · | · | $0 | $0 | |
| Net Stock Activity | · | $-7M | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Financing Cash Flow | $317M | $97M | $14M | $-141M | $-463M | $3M | $-280M | $-69M | $-685M | $-1.02B | $-1.00B | $-361M | $-302M | $1.32B | $13M | $955M | |
| Net Change in Cash | $46M | $35M | $105M | $-235M | $-44M | $275M | $-223M | $27M | $-531M | $-744M | $-571M | $198M | $90M | $1.71B | $175M | $134M | |
| Free Cash Flow | · | $12M | · | · | · | $24M | · | · | · | $28M | · | · | · | $73M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-77M | · | · | · | $-4M | · | · |
Profitability 5
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 22.4% | 20.9% | · | 21.7% | -29.5% | 18.1% | · | 20.7% | 21.6% | 21.0% | · | 20.9% | 25.7% | 27.0% | · | 32.3% | |
| Pretax Margin | 28.8% | 26.9% | · | 25.7% | -31.6% | 23.9% | · | 27.5% | 29.5% | 29.1% | · | 27.9% | 34.8% | 36.4% | · | 44.1% | |
| EBITDA Margin | · | 10.7% | · | · | · | 8.8% | · | · | · | 4.4% | · | · | · | 2.7% | · | · | |
| ROA | 0.18% | 0.17% | · | 0.17% | -0.16% | 0.12% | · | 0.13% | 0.13% | 0.13% | · | 0.15% | 0.20% | 0.20% | · | 0.29% | |
| ROE | 1.5% | 1.3% | · | 1.4% | -1.3% | 0.99% | · | 1.1% | 1.2% | 1.2% | · | 1.5% | 1.9% | 1.9% | · | 2.6% |
Liquidity & Solvency 1
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.1 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.1 | 0.4 | · | 0.9 | 1.1 | 1.0 | · | · |
Efficiency 1
| 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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valuation (TTM) 10
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $577M | $523M | · | $471M | $446M | $468M | · | $492M | $519M | $550M | · | $599M | $622M | $628M | · | $614M | |
| Net Income TTM | $128M | $70M | · | $51M | $45M | $95M | · | $102M | $108M | $120M | · | $159M | $183M | $197M | · | $218M | |
| Market Cap | $1.75B | $1.43B | · | $1.38B | $1.37B | $1.27B | · | $1.52B | $1.30B | $1.39B | · | $1.06B | $1.01B | $1.18B | · | $1.51B | |
| P/E | 13.7 | 20.3 | · | 25.6 | 28.2 | 13.4 | · | 15.0 | 12.1 | 11.5 | · | 6.7 | 5.5 | 6.0 | · | 7.0 | |
| P/S | 3.0 | 2.7 | · | 2.9 | 3.1 | 2.7 | · | 3.1 | 2.5 | 2.5 | · | 1.8 | 1.6 | 1.9 | · | 2.5 | |
| P/B | 0.8 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.7 | · | 0.5 | 0.5 | 0.6 | · | 0.8 | |
| P / Tangible Book | 1.0 | 0.8 | · | 0.8 | 0.8 | 0.7 | · | 0.9 | 0.8 | 0.8 | · | 0.7 | 0.6 | 0.7 | · | 1.0 | |
| P / Cash Flow | · | 103.4 | · | · | · | 47.5 | · | · | · | 46.9 | · | · | · | 15.5 | · | · | |
| P / FCF | · | 121.0 | · | · | · | 52.8 | · | · | · | 50.5 | · | · | · | 16.1 | · | · | |
| Earnings Yield | 7.3% | 4.9% | · | 3.9% | 3.5% | 7.4% | · | 6.7% | 8.3% | 8.7% | · | 15.0% | 18.2% | 16.7% | · | 14.3% |
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 | |
|---|---|---|---|---|---|
| Net Income | $62M | $100M | $134M | $218M | $205M |
| Diluted EPS | $0.49 | $0.82 | $1.11 | $1.81 | $1.66 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.8 | — | — |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $151M | $107M | $461M | $476M | $317M |
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Institutional owners (13F) 274 filers · $1.2B 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 |
|---|---|---|---|---|
| 40 (+5 vs prior Q) | 20 (-5 vs prior Q) | 83 (-9 vs prior Q) | 66 (+11 vs prior Q) | +14.5M |
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 |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $156,484,603 | 11,438,933 | 12.91% | Shares |
| STATE STREET CORP | $103,662,225 | 7,577,648 | 8.55% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $103,593,127 | 7,572,597 | 8.54% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $99,934,287 | 7,305,138 | 8.24% | Shares |
| HoldCo Asset Management, LP | $85,666,718 | 6,262,187 | 7.07% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $78,159,083 | 5,713,383 | 6.45% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $75,598,484 | 5,526,205 | 6.24% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $58,006,000 | 4,240,170 | 4.78% | Shares |
| AMERICAN CENTURY COMPANIES INC | $49,381,722 | 3,609,775 | 4.07% | Shares |
| TWO SIGMA INVESTMENTS, LP | $44,851,029 | 3,278,584 | 3.70% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $40,195,100 | 2,937,624 | 3.32% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $33,133,110 | 2,422,011 | 2.73% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27,364,337 | 2,000,317 | 2.26% | Shares |
| TWO SIGMA ADVISERS, LP | $17,284,610 | 1,577,063 | 1.43% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15,260,190 | 1,115,511 | 1.26% | Shares |
| Rhino Investment Partners, Inc | $12,283,778 | 897,937 | 1.01% | Shares |
| GOLDMAN SACHS GROUP INC | $11,677,905 | 853,648 | 0.96% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $11,494,948 | 840,274 | 0.95% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $11,079,692 | 809,919 | 0.91% | Shares |
| CITADEL ADVISORS LLC | $8,892,807 | 650,059 | 0.73% | Shares |
| Dana Investment Advisors, Inc. | $8,154,867 | 596,116 | 0.67% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $8,006,986 | 585,306 | 0.66% | Shares |
| GAMCO INVESTORS, INC. ET AL | $7,797,600 | 570,000 | 0.64% | Shares |
| Empowered Funds, LLC | $6,793,748 | 496,619 | 0.56% | Shares |
| Public Sector Pension Investment Board | $6,018,338 | 439,937 | 0.50% | Shares |
| AMERIPRISE FINANCIAL INC | $5,521,918 | 403,649 | 0.46% | Shares |
| ALLIANCEBERNSTEIN L.P. | $5,067,561 | 453,676 | 0.42% | Shares |
| Bank of New York Mellon Corp | $4,931,216 | 360,469 | 0.41% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,784,662 | 349,756 | 0.39% | Shares |
| RHUMBLINE ADVISERS | $4,540,891 | 331,938 | 0.37% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3,655,309 | 267,201 | 0.30% | Shares |
| Verition Fund Management LLC | $3,623,381 | 264,867 | 0.30% | Shares |
| Swiss National Bank | $3,344,172 | 244,457 | 0.28% | Shares |
| Quantinno Capital Management LP | $3,343,256 | 244,390 | 0.28% | Shares |
| GABELLI FUNDS LLC | $3,146,400 | 230,000 | 0.26% | Shares |
| FIRST TRUST ADVISORS LP | $2,767,682 | 202,316 | 0.23% | Shares |
| Legal & General Group Plc | $2,675,029 | 195,543 | 0.22% | Shares |
| Cresset Asset Management, LLC | $2,487,583 | 181,841 | 0.21% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2,344,902 | 171,411 | 0.19% | Shares |
| Bridge City Capital, LLC | $2,194,751 | 160,435 | 0.18% | Shares |
| Vanguard Global Advisers, LLC | $2,173,027 | 158,847 | 0.18% | Shares |
| Squarepoint Ops LLC | $2,132,178 | 155,861 | 0.18% | Shares |
| Qube Research & Technologies Ltd | $2,105,420 | 153,905 | 0.17% | Shares |
| AlphaQuest LLC | $2,073,358 | 189,175 | 0.17% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2,020,276 | 147,681 | 0.17% | Shares |
| FIFTH THIRD BANCORP | $2,016,753 | 147,424 | 0.17% | Shares |
| Balyasny Asset Management L.P. | $2,008,484 | 146,819 | 0.17% | Shares |
| Trexquant Investment LP | $1,880,631 | 137,473 | 0.16% | Shares |
| PRUDENTIAL FINANCIAL INC | $1,831,342 | 133,870 | 0.15% | Shares |
| Y-Intercept (Hong Kong) Ltd | $1,719,549 | 125,698 | 0.14% | Shares |
| MORGAN STANLEY | $1,560,747 | 114,089 | 0.13% | Shares |
| XTX Topco Ltd | $1,521,462 | 111,218 | 0.13% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $1,404,621 | 102,677 | 0.12% | Shares |
| BlackRock, Inc. | $1,396,837 | 102,108 | 0.12% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $1,277,356 | 93,374 | 0.11% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1,267,393 | 113,464 | 0.10% | Shares |
| FRANKLIN RESOURCES INC | $1,098,983 | 80,335 | 0.09% | Shares |
| NATIXIS | $1,038,312 | 75,900 | 0.09% | Shares |
| MetLife Investment Management, LLC | $997,559 | 72,921 | 0.08% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $997,505 | 72,917 | 0.08% | Shares |
| Rafferty Asset Management, LLC | $996,027 | 72,809 | 0.08% | Shares |
| STRS OHIO | $968,544 | 70,800 | 0.08% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $935,192 | 68,362 | 0.08% | Shares |
| VANGUARD GROUP INC | $934,000 | 85,219 | 0.08% | Shares |
| BARCLAYS PLC | $922,963 | 67,468 | 0.08% | Shares |
| Illinois Municipal Retirement Fund | $917,189 | 67,046 | 0.08% | Shares |
| SummerHaven Investment Management, LLC | $869,542 | 63,563 | 0.07% | Shares |
| Brandywine Global Investment Management, LLC | $866,103 | 79,024 | 0.07% | Shares |
| RAYMOND JAMES FINANCIAL INC | $862,319 | 63,035 | 0.07% | Shares |
| Four Tree Island Advisory LLC | $809,719 | 59,190 | 0.07% | Shares |
| FMR LLC | $800,950 | 58,549 | 0.07% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $788,255 | 57,621 | 0.07% | Shares |
| Engineers Gate Manager LP | $772,072 | 56,438 | 0.06% | Shares |
| Louisiana State Employees Retirement System | $766,080 | 56,000 | 0.06% | Shares |
| SEI INVESTMENTS CO | $763,836 | 55,836 | 0.06% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $761,839 | 55,690 | 0.06% | Shares |
| Nuveen, LLC | $761,771 | 55,685 | 0.06% | Shares |
| CAXTON ASSOCIATES LLP | $758,898 | 55,475 | 0.06% | Shares |
| NorthCrest Asset Manangement, LLC | $746,795 | 55,856 | 0.06% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $740,964 | 54,164 | 0.06% | Shares |
| JANUS HENDERSON GROUP PLC | $722,765 | 64,677 | 0.06% | Shares |
| JPMORGAN CHASE & CO | $705,884 | 52,018 | 0.06% | Shares |
| Invesco Ltd. | $683,672 | 49,976 | 0.06% | Shares |
| IEQ CAPITAL, LLC | $672,632 | 49,169 | 0.06% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $644,396 | 47,105 | 0.05% | Shares |
| Steward Partners Investment Advisory, LLC | $591,667 | 43,251 | 0.05% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $590,579 | 43,171 | 0.05% | Shares |
| Vanguard Investments Australia, Ltd. | $561,482 | 41,044 | 0.05% | Shares |
| Man Group plc | $545,203 | 39,854 | 0.04% | Shares |
| Atom Investors LP | $540,415 | 39,504 | 0.04% | Shares |
| Police & Firemen's Retirement System of New Jersey | $504,874 | 36,906 | 0.04% | Shares |
| Watershed Asset Management, L.L.C. | $501,427 | 36,654 | 0.04% | Shares |
| Russell Investments Group, Ltd. | $495,522 | 36,516 | 0.04% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $490,018 | 35,820 | 0.04% | Shares |
| Skopos Labs, Inc. | $485,583 | 43,472 | 0.04% | Shares |
| YOUSIF CAPITAL MANAGEMENT, LLC | $464,053 | 33,922 | 0.04% | Shares |
| ARIZONA STATE RETIREMENT SYSTEM | $459,730 | 33,606 | 0.04% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $454,774 | 33,244 | 0.04% | Shares |
| Corient Private Wealth LP | $425,620 | 31,112 | 0.04% | Shares |
| Mariner, LLC | $418,427 | 30,589 | 0.03% | Shares |
Company insiders 73 insiders · 35 officers · 40 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Kevin Sung Kim | Chairman, Pres & CEO | July 21, 2025 F | 981,501 | 0 | 0 | $0 |
| Soo Bong Min | Bank President & CEO | May 1, 2013 A | — | 0 | 0 | $0 |
| Alvin D Kang | President and CEO | Feb. 10, 2012 A | 23,677 | 0 | 0 | $0 |
| Min J Kim | President & CEO | Nov. 27, 2009 A | 73,307 | 0 | 0 | $0 |
| Ho Yang | President & CEO | Feb. 4, 2005 A | — | 0 | 0 | $0 |
| Benjamin Hong | President & CEO | Nov. 30, 2004 S | 333,214 | 0 | 0 | $0 |
| Seong Hoon Hong | President and CEO | Sept. 5, 2003 A | — | 0 | 0 | $0 |
| Julianna Balicka | EVP, CFO | April 27, 2026 F | 47,850 | 0 | 0 | $0 |
| Alex Ko | SEVP, Chief Financial Officer | May 23, 2022 F | 51,100 | 0 | 0 | $0 |
| Douglas Goddard | EVP, Chief Financial Officer | July 27, 2017 A | — | 0 | 0 | $0 |
| Philip Guldeman | EVP & Chief Financial Officer | Feb. 10, 2012 A | 4,206 | 0 | 0 | $0 |
| Timothy Chang | SVP & Chief Financial Officer | Oct. 21, 2004 P | 1,400 | 0 | 0 | $0 |
| Peter Koh | SEVP & COO | July 21, 2025 F | 136,068 | 0 | 0 | $0 |
| Bonita Lee | COO & Senior EVP | July 19, 2013 M | 36,552 | 0 | 0 | $0 |
| Thomas Stenger | SEVP, Chief Risk Officer | June 8, 2026 S | 26,128 | 0 | 5 | $-98,052 |
| John Bunting | EVP, Chief Corp. Inst. Bnk Ofr | April 16, 2025 A | 37,500 | 0 | 0 | $0 |
| Elworth Williams | SEVP, Chief Comm Banking Ofcr | April 16, 2025 A | 23,404 | 0 | 0 | $0 |
| Kyu S. Kim | SEVP, Chief Commercial Bnk Ofr | March 21, 2025 A | 94,107 | 0 | 0 | $0 |
| Craig Lewis Campbell | EVP, Chief Corp Banking Ofr. | July 19, 2024 A | 51,070 | 0 | 0 | $0 |
| Jason K Kim | SEVP, Western Regional Pres. | May 19, 2023 F | 103,490 | 0 | 0 | $0 |
| Quoc Van Hung | EVP, Chief Information Officer | May 24, 2020 M | 5,008 | 0 | 0 | $0 |
| David W. Kim | EVP, Chief Retail Banking Ofc | May 23, 2019 A | 8,644 | 0 | 0 | $0 |
| David Lee Song | EVP, Chief Lending Ofc (West) | March 8, 2019 A | 4,023 | 0 | 0 | $0 |
| Johann Minkyun You | EVP, Chief Risk Officer | April 26, 2018 A | 7,861 | 0 | 0 | $0 |
| Janette Mah | EVP, Chief Mortgage Banking | June 12, 2017 M | 7,693 | 0 | 0 | $0 |
| Daniel Hyungjun Kim | EVP, Chief Planning Officer | Sept. 1, 2016 A | — | 0 | 0 | $0 |
| Young K. Lee | SVP, Director Human Resources | Sept. 1, 2016 A | — | 0 | 0 | $0 |
| Domenico Roy Tallerico | SVP, Chief Internal Auditor | Sept. 1, 2016 A | — | 0 | 0 | $0 |
| Brian Van Dyk | EVP & Chief Info.Officer | Sept. 1, 2016 A | — | 0 | 0 | $0 |
| Mark Hakjoon Lee | SEVP, Head of Corporate Bankin | Sept. 1, 2016 A | 16,799 | 0 | 0 | $0 |
| Sook Kyong Goo | EVP & Chief Operations Admin. | Feb. 10, 2012 A | — | 0 | 0 | $0 |
| Myung Hee Hyun | EVP, Cheif Deposit Officer | Feb. 10, 2012 A | 0 | 0 | 0 | $0 |
| Shumun Mona Chui | SVP & IT Manager | Aug. 10, 2009 M | 0 | 0 | 0 | $0 |
| Christine Yoon Oh | SVP & Controller | Aug. 10, 2009 M | 1,050 | 0 | 0 | $0 |
| Jasna Penich | SVP & Chief Risk Officer | Nov. 30, 2007 A | 1,540 | 0 | 0 | $0 |
| Daisy Y Ha | Director | Aug. 3, 2026 S | 346,120 | 0 | 4 | $-1,242,849 |
| David P Malone | Director | Dec. 11, 2025 S | 66,658 | 0 | 1 | $-239,430 |
| Joon Kyung Kim | Director | May 22, 2025 A | 36,209 | 0 | 0 | $0 |
| Rachel H. Lee | Director | May 22, 2025 A | 10,494 | 0 | 0 | $0 |
| Jinho Doo | Director | May 22, 2025 A | 22,598 | 0 | 0 | $0 |
| Dale S. Zuehls | Director | May 22, 2025 A | 60,343 | 0 | 0 | $0 |
| Scott Yoon-Suk Whang | Director | May 22, 2025 A | 49,416 | 0 | 0 | $0 |
| Lisa K Pai | Director | May 22, 2025 A | 54,821 | 0 | 0 | $0 |
| Steven Koh | Director | May 22, 2025 A | 86,508 | 0 | 0 | $0 |
| William J Lewis | Director | July 3, 2024 A | 40,140 | 0 | 0 | $0 |
| Mary E Thigpen | Director | May 23, 2023 A | 13,460 | 0 | 0 | $0 |
| Jin Chul Jhung | Director | May 20, 2021 M | 53,808 | 0 | 0 | $0 |
| Chung Hyun Lee | Director | May 20, 2021 M | 236,501 | 0 | 0 | $0 |
| James Hwang | Director | June 18, 2020 A | — | 0 | 0 | $0 |
| John Taylor | Director | June 18, 2020 A | 13,500 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
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 |
|---|---|---|---|---|---|
| Chong-Moon Lee | Sept. 9, 2005 | — | 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 69 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 |
|---|---|---|---|---|
| XSVM · Invesco Exchange-Traded Fund Trust | 0.98% | 459,145 SH | Aug. 8, 2026 | Daily |
| SVAL · iShares Trust | 0.41% | 61,923 SH | Aug. 8, 2026 | Daily |
| RZV · Invesco Exchange-Traded Fund Trust | 0.41% | 89,593 SH | Aug. 8, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.39% | 7,491 SH | Aug. 8, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.29% | 116,313 NS | April 30, 2026 | N-PORT |
| IJS · iShares Trust | 0.19% | 1,131,269 SH | Aug. 8, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.19% | 271,265 SH | Aug. 8, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.13% | 78,967 SH | Aug. 8, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 61,183 NS | April 30, 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.13% | 19,076 NS | April 30, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.13% | 123,968 NS | April 30, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.13% | 2,739,884 NS | May 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.12% | 693,496 NS | April 30, 2026 | N-PORT |
| XJR · iShares Trust | 0.11% | 15,106 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.11% | 1,159,087 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.11% | 109,032 SH | Aug. 8, 2026 | Daily |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.11% | 244,438 NS | May 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.11% | 19,908 SH | Aug. 8, 2026 | Daily |
| IJR · iShares Trust | 0.10% | 7,769,634 SH | Aug. 8, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.09% | 447,983 SH | Aug. 8, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 47,208 NS | April 30, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.08% | 548,831 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.07% | 785,838 NS | April 30, 2026 | N-PORT |
| SAA · ProShares Trust | 0.07% | 1,533 NS | May 31, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.07% | 97,815 SH | Aug. 8, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.06% | 125,215 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.06% | 27,727 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.05% | 3,126,947 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.05% | 720,101 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.05% | 53,618 NS | April 30, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 9,380 SH | Aug. 8, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.04% | 1,771,137 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 30,713 NS | May 31, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.04% | 5,825 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.04% | 408,926 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.03% | 619,759 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.03% | 10,041 NS | April 30, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.03% | 2,967 NS | April 30, 2026 | N-PORT |
| ISCB · iShares Trust | 0.03% | 5,422 SH | Aug. 8, 2026 | Daily |
| JSTC · Tidal Trust I | 0.03% | 6,684 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.02% | 4,555 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 1,467,814 SH | Aug. 8, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.02% | 2,789,259 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.02% | 197,730 SH | Aug. 8, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.02% | 33,769 NS | April 30, 2026 | N-PORT |
| URTY · ProShares Trust | 0.02% | 4,611 NS | May 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.02% | 7,317 SH | Aug. 8, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 491,702 SH | Aug. 8, 2026 | Daily |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.01% | 3,312 NS | May 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 14,002 NS | April 30, 2026 | N-PORT |