JYNT The Joint Corp. - Common Stock

NASDAQ · Health Care · View on SEC EDGAR ↗
$8.54
Price · Aug 18, 2026
Fundamentals as of Aug 7, 2026

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

Price
$8.54
Market Cap
$134M
P/E (TTM)
50.0
EPS (TTM)
$0.19
Revenue (TTM)
$55M
Div Yield
ROE
16.3%
Debt/Equity
52W Range
$8 – $11

JYNT 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 $55M
5-point trend, -31.4%
2021-12-31 2025-12-31
EPS $0.19
5-point trend, -62.7%
2021-12-31 2025-12-31
Free Cash Flow $334.7K
5-point trend, -95.9%
2021-12-31 2025-12-31
Margins 5.3%

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

Metric
5Y trend
JYNT
Peer Median
P/E (TTM)
5-point trend, -64.4%
50.0
13.1
P/S (TTM)
3-point trend, -81.0%
2.4
1.1
P/B
3-point trend, -74.4%
8.9
1.8
Price / FCF
3-point trend, +220.6%
401.6

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

Metric
5Y trend
JYNT
Peer Median
Operating Margin
5-point trend, -125.1%
-1.7%
Net Profit Margin
5-point trend, -34.8%
5.3%
2.9%
ROA
3-point trend, -48.8%
4.0%
2.7%
ROE
3-point trend, -26.9%
16.3%
1.3%
ROIC
3-point trend, -131.4%
-7.1%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
JYNT
Peer Median
Current Ratio
3-point trend, +26.5%
1.6
1.5
Quick Ratio
3-point trend, -25.6%
0.8

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

Metric
5Y trend
JYNT
Peer Median
Revenue YoY
5-point trend, -31.4%
5.2%
Revenue CAGR 3Y
5-point trend, -31.4%
1.7%
Revenue CAGR 5Y
5-point trend, -31.4%
-1.3%

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

Metric
5Y trend
JYNT
Peer Median
EPS (Diluted)
5-point trend, -62.7%
$0.19

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
JYNT
Peer Median

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

BUY 10 analysts
  • Strong Buy 2 20.0%
  • Buy 4 40.0%
  • Hold 4 40.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-18
Median target $9.00 +5.4%
Mean target $10.00 +17.1%

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

Avg Surprise
0.00%
Period EPS Actual EPS Est Surprise
June 30, 2026 $-0.01 $0.05 -0.06%
March 31, 2026 $0.08 $0.03 0.05%
Dec. 31, 2025 $0.07 $0.04 0.03%
Sept. 30, 2025 $0.02 $0.00 0.02%
June 30, 2025 $-0.06 $-0.02 -0.04%
March 31, 2025 $-0.03 $0.00 -0.03%
Dec. 31, 2024 $0.06 $0.01 0.05%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
JYNT $123M 45.9 5.2% 5.3% 16.3%
ARDT $1.26B 9.2 6.0% 2.1% 11.2%
NUTX $1.17B 15.7 82.4% 8.1% 30.6% 50.8%
USPH 55.0 16.3% 5.1% 8.2% 19.2%
CYH $433M 0.8 -1.2% 4.1% -30.8%
HCA $104.86B 16.5 7.1% 9.0% -159.1%

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

Income Statement 13
Annual Income Statement data for JYNT
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +671.4% $55M $52M $47M $52M $80M $59M $48M $37M $25M $21M $14M $7M
Cost of Revenue 12-point trend, +378.5% $11M $12M $10M $12M $8M $7M $6M $4M $3M $3M $3M $2M
SG&A Expense 12-point trend, +596.8% $45M $42M $36M $42M $66M $47M $39M $32M $25M $29M $20M $6M
Operating Income 12-point trend, +43.9% $-913.4K $-2M $318.3K $-2M $6M $5M $3M $142.6K $-3M $-15M $-9M $-2M
Other Non-op 12-point trend, +1167.3% $683.9K $280.3K $-64.3K $-133.1K $-69.9K $-79.5K $-61.5K $-46.8K $-64.5K $-1.5K $22.1K $-64.1K
Pretax Income 12-point trend, +86.4% $-229.5K $-2M $254.0K $-2M $6M $5M $3M $109.0K $-3M $-15M $-9M $-2M
Income Tax 12-point trend, -97.1% $38.7K $5.6K $11M $5.6K $-2M $-8M $48.7K $-37.7K $35.9K $164.4K $-235.9K $1M
Net Income 12-point trend, +195.9% $3M $-6M $-10M $-6M $8M $13M $3M $146.7K $-3M $-15M $-9M $-3M
EPS (Basic) 10-point trend, +133.9% $0.19 $-0.39 $-0.66 $-0.39 $0.53 $0.94 $0.24 $0.01 $-0.26 · · $-0.56
EPS (Diluted) 10-point trend, +133.9% $0.19 $-0.38 $-0.65 $-0.38 $0.51 $0.90 $0.23 $0.01 $-0.26 · · $-0.56
Shares (Basic) 12-point trend, +177.6% 15,134,215 14,919,091 14,688,115 14,488,314 14,319,448 14,003,708 13,819,149 13,669,107 13,245,119 12,696,649 10,042,001 5,451,851
Shares (Diluted) 12-point trend, +178.6% 15,186,868 15,147,247 14,935,217 14,868,093 14,935,577 14,582,877 14,467,567 14,031,717 13,245,119 12,696,649 10,042,001 5,451,851
EBITDA 12-point trend, +156.5% $800.3K $3M $7M $7M $11M $8M $5M $2M $-1M $-12M $-8M $-1M
Balance Sheet 27
Annual Balance Sheet data for JYNT
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +13.5% $24M $25M $18M $10M $20M $21M $8M $9M $4M $3M $17M $21M
Receivables 12-point trend, +304.3% $3M $3M $3M $2M $4M $2M $3M $806.4K $1M $1M $743.2K $704.9K
Prepaid Expense 12-point trend, +364.1% $2M $2M $2M $2M $2M $2M $1M $882.0K $542.3K $499.5K $366.0K $375.9K
Current Assets 12-point trend, +125.0% $52M $75M $44M $18M $27M $25M $13M $11M $7M $6M $19M $23M
PP&E (Net) 10-point trend, +178.5% $3M $3M $4M · · $1M $7M $4M $4M $5M $7M $1M
PP&E (Gross) 5-point trend, +441.4% · · · · · · · $8M $7M $7M $6M $1M
Accum. Depreciation 5-point trend, +1506.1% · · · · · · · $5M $4M $3M $1M $305.6K
Goodwill 10-point trend, +1055.9% · · $7M $8M $5M $5M $4M $3M $3M $3M $2M $636.1K
Intangibles 10-point trend, +3181.7% · · $5M $11M $5M $3M $3M $2M $2M $2M $3M $153.0K
Total Assets 11-point trend, +114.1% $61M $83M $87M $93M $87M $66M $44M $23M $18M · $33M $28M
Accounts Payable 12-point trend, +34.7% $2M $2M $1M $3M $2M $2M $2M $1M $1M $1M $2M $1M
Accrued Liabilities 12-point trend, +1525.0% $2M $2M $1M $1M $2M $770.2K $216.8K $266.3K $87.0K $300.0K $375.5K $92.4K
Short-term Debt 5-point trend, -100.0% · · · · · · $0 $1M $100.0K $331.5K $451.9K ·
Current Liabilities 12-point trend, +685.5% $33M $49M $34M $23M $21M $18M $14M $10M $5M $6M $7M $4M
Capital Leases 7-point trend, -84.7% $2M $311.7K $448.3K $19M $17M $11M $12M · · · · ·
Deferred Tax 5-point trend, -100.0% · · · · · $0 $89.9K $76.7K $136.4K $120.7K · ·
Other Non-current Liabilities 11-point trend, -100.0% · $0 $57.2K $1M $895.7K $27.2K $27.2K $389.4K $411.5K $512.4K $238.6K $299.4K
Total Liabilities 12-point trend, +257.2% $46M $62M $62M $61M $57M $45M $38M $23M $17M $10M $13M $13M
Long-term Debt 3-point trend, -82.8% · · · · · · · · $100.0K $331.5K $581.9K ·
Total Debt 5-point trend, -100.0% · · · · · · $0 $1M $100.0K $331.5K $451.9K ·
Common Stock 12-point trend, +51.7% $15.5K $15.2K $14.8K $14.6K $14.4K $14.2K $13.9K $13.8K $13.6K $13.3K $13.1K $10.2K
Paid-in Capital 12-point trend, +142.9% $52M $49M $47M $46M $44M $41M $39M $38M $37M $36M $35M $21M
Retained Earnings 12-point trend, -394.7% $-25M $-28M $-22M $-12M $-13M $-20M $-34M $-37M $-36M $-29M $-14M $-5M
Treasury Stock 12-point trend, +1440.1% $12M $870.1K $860.5K $856.6K $850.8K $143.1K $111.0K $90.9K $86.0K $503.1K $791.6K $791.6K
Stockholders' Equity 12-point trend, -3.7% $15M $21M $25M $33M $30M $21M $6M $727.5K $1M $7M $21M $16M
Liabilities + Equity 12-point trend, +114.1% $61M $83M $87M $93M $87M $66M $44M $23M $18M $17M $33M $28M
Shares Outstanding 12-point trend, +46.4% 14,142,626 15,192,893 14,783,757 14,560,353 14,451,355 14,174,237 13,882,932 13,742,530 13,586,254 13,020,889 12,536,180 9,662,510
Cash Flow 15
Annual Cash Flow data for JYNT
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +715.6% $2M $5M $9M $7M $4M $3M $2M $2M $2M $3M $1M $210.1K
Stock-based Comp 12-point trend, +1174.1% $1M $2M $2M $1M $1M $886.0K $720.7K $628.4K $594.4K $1M $825.1K $101.8K
Deferred Tax 12-point trend, -100.0% $0 $-57.2K $11M $-441.4K $-2M $-8M $1.6K $-77.0K $15.7K $120.7K $40.8K $2M
Amort. of Intangibles 9-point trend, +621.2% · · $3M $2M $2M $1M $1M $506.3K $578.9K $747.7K $476.2K ·
Other Non-cash 12-point trend, -879.0% $-4M $9M $3M $103.6K $3M $2M $2M $3M $804.2K $516.2K $-134.1K $523.7K
Operating Cash Flow 12-point trend, +520.3% $2M $9M $15M $8M $14M $11M $8M $5M $-74.1K $-11M $-7M $-437.4K
CapEx 12-point trend, +128.1% $2M $1M $5M $6M $7M $3M $3M $1M $449.2K $2M $4M $659.3K
Investing Cash Flow 10-point trend, +332.7% $6M $-631.5K $-6M $-18M $-13M $-5M $-7M $-1M $-372.9K $-3M · ·
Stock Issued · · · · · · · · · · $14M ·
Stock Repurchased 10-point trend, +13466.9% $11M $0 $3.8K $5.8K $707.7K $32.1K $20.2K $4.8K $2.7K $83.4K · ·
Net Stock Activity 11-point trend, -178.7% $-11M $-9.6K $-3.8K $-5.8K $-707.7K $-32.1K $-20.2K $-4.8K $-2.7K $-83.4K $14M ·
Financing Cash Flow 10-point trend, -3989.0% $-10M $-2M $174.1K $328.6K $-2M $6M $-597.0K $326.3K $1M $-239.9K · ·
Net Change in Cash 12-point trend, -109.8% $-2M $7M $9M $-9M $-907.3K $12M $-213.1K $5M $975.8K $-14M $-4M $17M
Taxes Paid 4-point trend, +10.6% $626.8K $610.5K $569.8K · $566.8K · · · · · · ·
Free Cash Flow 12-point trend, +130.5% $334.7K $8M $10M $2M $8M $8M $4M $4M $-292.8K $-12M $-11M $-1M
Profitability 7
Annual Profitability data for JYNT
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, +92.7% -1.7% -3.6% -1.8% 0.82% 6.6% 9.4% 7.0% 0.65% -12.6% -73.2% -67.3% -22.9%
Net Margin 12-point trend, +112.4% 5.3% -11.1% -8.3% 0.62% 8.1% 22.4% 6.9% 0.80% -13.0% -73.9% -63.6% -42.6%
Pretax Margin 12-point trend, +98.2% -0.42% -3.1% 1.4% 0.69% 6.5% 9.2% 7.0% 0.68% -12.9% -73.1% -65.3% -23.8%
EBITDA Margin 12-point trend, +107.3% 1.5% 5.4% 5.5% 7.4% 14.1% 14.0% 11.0% 5.5% -4.6% -60.7% -58.2% -19.9%
ROA 10-point trend, +125.5% 4.0% · -10.4% · 7.9% 24.1% 9.9% 1.2% -38.7% -60.2% -28.4% -15.8%
ROE 10-point trend, +138.7% 16.3% · -32.5% · 22.3% 99.5% 103.1% 14.4% -55.4% -109.9% -48.5% -42.1%
ROIC 10-point trend, +62.0% -7.1% · 49.9% · 22.6% 64.4% 58.8% 7.0% -64.2% -209.3% -42.9% -18.7%
Liquidity & Solvency 3
Annual Liquidity & Solvency data for JYNT
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 10-point trend, -71.1% 1.6 · 1.3 · 1.3 1.3 1.0 1.3 1.3 1.0 2.5 5.5
Quick Ratio 10-point trend, -84.0% 0.8 · 0.7 · 1.1 1.2 0.8 1.1 1.1 0.7 2.3 5.0
Debt / Equity 5-point trend, -100.0% · · · · · · 0.0 0.5 0.0 0.0 0.0 ·
Efficiency 2
Annual Efficiency data for JYNT
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, +105.1% 0.8 · 1.3 · 1.0 1.1 1.4 1.5 3.0 0.8 0.4 0.4
Receivables Turnover 10-point trend, +56.0% 20.2 · 38.5 · 28.1 26.1 28.1 27.0 23.3 23.3 19.1 12.9
Per Share 5
Annual Per Share data for JYNT
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, -34.2% $1.06 · $1.68 · $2.05 $1.47 $0.41 $0.63 $0.36 $0.53 $1.65 $1.62
Revenue / Share 12-point trend, +176.9% $3.61 $3.44 $7.88 $6.81 $5.41 $4.02 $3.35 $2.27 $1.90 $1.62 $1.38 $1.31
Cash Flow / Share 12-point trend, +251.0% $0.12 $0.62 $0.98 $0.55 $1.02 $0.77 $0.52 $0.39 $0.01 $-0.85 $-0.68 $-0.08
Cash / Share 10-point trend, -22.5% $1.67 · $1.23 · $1.35 $1.45 $0.61 $2.33 $0.31 $0.23 $1.34 $2.15
EPS (TTM) 10-point trend, +133.9% $0.19 $-0.38 $-0.65 $-0.38 $0.51 $0.90 $0.23 $0.01 $-0.26 · · $-0.56
Growth Rates 7
Annual Growth Rates data for JYNT
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -85.6% 5.2% 11.0% -9.9% -34.8% 36.3% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +124.1% 1.7% -13.3% -7.1% · · · · · · · · ·
Revenue CAGR 5Y -1.3% · · · · · · · · · · ·
EPS YoY · · · · -43.3% · · · · · · ·
EPS CAGR 5Y -26.7% · · · · · · · · · · ·
Net Income YoY · · · · -42.5% · · · · · · ·
Net Income CAGR 5Y -26.1% · · · · · · · · · · ·
Valuation (TTM) 14
Annual Valuation (TTM) data for JYNT
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +671.4% $55M $52M $47M $52M $80M $59M $48M $37M $25M $21M $14M $7M
Net Income TTM 12-point trend, +195.9% $3M $-6M $-10M $-6M $8M $13M $3M $146.7K $-3M $-15M $-9M $-3M
Market Cap 10-point trend, +100.0% $123M · $142M · $947M $372M $224M $31M $67M $35M $75M $62M
Enterprise Value 5-point trend, +268.6% · · · · · · $216M $24M $63M $32M $58M ·
P/E 10-point trend, +502.8% 45.9 -28.0 -14.8 -36.8 128.8 29.2 70.2 832.0 -19.1 · · -11.4
P/S 10-point trend, -74.1% 2.2 · 3.0 · 11.8 6.3 4.6 0.8 2.7 1.7 5.4 8.7
P/B 10-point trend, +107.7% 8.2 · 5.7 · 32.1 17.9 39.2 13.2 13.8 5.0 3.6 3.9
P / Tangible Book 6-point trend, -70.0% 8.2 7.8 11.5 15.5 46.2 27.3 · · · · · ·
P / Cash Flow 10-point trend, +147.6% 67.1 · 9.7 · 62.2 33.2 29.8 5.7 430.7 -3.2 -11.0 -140.9
P / FCF 10-point trend, +755.5% 368.4 · 14.6 · 114.9 46.3 55.5 7.2 -230.2 -2.8 -6.9 -56.2
EV / EBITDA 5-point trend, +658.2% · · · · · · 40.6 13.4 -54.7 -2.6 -7.3 ·
EV / FCF 5-point trend, +1091.4% · · · · · · 53.4 5.4 -216.1 -2.6 -5.4 ·
EV / Revenue 5-point trend, +5.2% · · · · · · 4.5 0.6 2.5 1.6 4.2 ·
Earnings Yield 10-point trend, +124.8% 2.2% -3.6% -6.8% -2.7% 0.78% 3.4% 1.4% 0.12% -5.2% · · -8.8%

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

Income Statement
2025-12-312024-12-312023-12-312023-03-312022-12-31
Revenue $55M$52M$47M$52M
Operating Margin % -1.7%-3.6%-1.8%0.82%
Net Income $3M$-6M$-10M$-6M
Diluted EPS $0.19$-0.38$-0.65$-0.38
Balance Sheet
2025-12-312024-12-312023-12-312023-03-312022-12-31
Current Ratio 1.61.3
Quick Ratio 0.80.7
Cash Flow
2025-12-312024-12-312023-12-312023-03-312022-12-31
Free Cash Flow $334.7K$8M$10M$2M

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 92 filers · $82.6M 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
24 (+12 vs prior Q) 18 (+12 vs prior Q) 25 (-1 vs prior Q) 24 (-5 vs prior Q) +643K

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
Bandera Partners LLC $34,569,459 3,937,296 41.86% Shares
VANGUARD GROUP INC $7,888,443 904,638 9.55% Shares
Skylands Capital, LLC $7,863,122 895,572 9.52% Shares
JCP Investment Management, LLC $5,214,495 593,906 6.31% Shares
VANGUARD CAPITAL MANAGEMENT LLC $4,890,925 557,053 5.92% Shares
FIRST FOUNDATION ADVISORS $2,672,816 304,421 3.24% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,973,217 224,740 2.39% Shares
RENAISSANCE TECHNOLOGIES LLC $1,927,017 219,478 2.33% Shares
DIMENSIONAL FUND ADVISORS LP $1,249,543 142,317 1.51% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,080,038 122,905 1.31% Shares
VERUS CAPITAL PARTNERS, LLC $1,071,731 122,065 1.30% Shares
CITADEL ADVISORS LLC $1,056,234 120,300 1.28% Put option
D. E. Shaw & Co., Inc. $1,015,828 115,698 1.23% Shares
Squarepoint Ops LLC $926,000 105,467 1.12% Shares
MILLENNIUM MANAGEMENT LLC $923,235 105,152 1.12% Shares
JANE STREET GROUP, LLC $870,677 99,166 1.05% Shares
VANGUARD FIDUCIARY TRUST CO $691,135 78,717 0.84% Shares
Point72 Asset Management, L.P. $671,837 76,519 0.81% Shares
STATE STREET CORP $635,242 72,351 0.77% Shares
CITADEL ADVISORS LLC $499,266 56,864 0.60% Shares
GOLDMAN SACHS GROUP INC $488,818 55,674 0.59% Shares
RBF Capital, LLC $445,576 50,749 0.54% Shares
ADELL HARRIMAN & CARPENTER INC $439,000 50,000 0.53% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $378,752 43,138 0.46% Shares
Bridge City Capital, LLC $266,772 30,384 0.32% Shares
NORTHERN TRUST CORP $263,505 30,012 0.32% Shares
STATE OF WISCONSIN INVESTMENT BOARD $243,206 27,700 0.29% Shares
Boston Partners $229,330 26,120 0.28% Shares
Qube Research & Technologies Ltd $223,723 25,481 0.27% Shares
Quadrature Capital Ltd $210,632 23,990 0.26% Shares
Aster Capital Management (DIFC) Ltd $206,330 23,500 0.25% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $198,630 22,623 0.24% Shares
JANE STREET GROUP, LLC $152,772 17,400 0.18% Put option
XTX Topco Ltd $143,878 16,387 0.17% Shares
AMERICAN CENTURY COMPANIES INC $102,024 11,620 0.12% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $99,952 11,384 0.12% Shares
JANE STREET GROUP, LLC $96,580 11,000 0.12% Call option
R Squared Ltd $93,296 10,626 0.11% Shares
BARCLAYS PLC $88,898 10,125 0.11% Shares
Catalyst Funds Management Pty Ltd $88,678 10,100 0.11% Shares
Steward Partners Investment Advisory, LLC $56,540 6,440 0.07% Shares
BlackRock, Inc. $54,208 6,174 0.07% Shares
Vanguard Global Advisers, LLC $46,552 5,302 0.06% Shares
RHUMBLINE ADVISERS $36,120 4,114 0.04% Shares
Tower Research Capital LLC (TRC) $33,092 3,769 0.04% Shares
UBS Group AG $31,687 3,609 0.04% Shares
WELLS FARGO & COMPANY/MN $28,096 3,200 0.03% Shares
MARSHALL WACE, LLP $26,111 2,974 0.03% Shares
MERCER GLOBAL ADVISORS INC /ADV $20,317 2,314 0.02% Shares
JONES FINANCIAL COMPANIES LLLP $18,522 2,174 0.02% Shares
CWM, LLC $12,381 1,399 0.01% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $11,186 1,264 0.01% Shares
Arax Advisory Partners $9,816 1,118 0.01% Shares
Integrated Wealth Concepts LLC $8,939 1,018 0.01% Shares
Smartleaf Asset Management LLC $5,573 669 0.01% Shares
C M BIDWELL & ASSOCIATES LTD $4,399 501 0.01% Shares
FMR LLC $4,320 492 0.01% Shares
Nuveen Asset Management, LLC $3,635 342 0.00% Shares
BNP PARIBAS FINANCIAL MARKETS $2,792 318 0.00% Shares
JPMORGAN CHASE & CO $2,182 262 0.00% Shares
Russell Investments Group, Ltd. $1,949 222 0.00% Shares
OSAIC HOLDINGS, INC. $1,799 205 0.00% Shares
Allworth Financial LP $1,625 185 0.00% Shares
Clearstead Advisors, LLC $1,581 180 0.00% Shares
MORGAN STANLEY $1,466 167 0.00% Shares
AQR CAPITAL MANAGEMENT LLC $1,282 146 0.00% Shares
Advisors Asset Management, Inc. $1,169 110 0.00% Shares
ROYAL BANK OF CANADA $1,000 63 0.00% Shares
Essential Partners LLC $948 108 0.00% Shares
Farther Finance Advisors, LLC $762 87 0.00% Shares
IFP Advisors, Inc $553 63 0.00% Shares
PNC Financial Services Group, Inc. $500 57 0.00% Shares
Rockefeller Capital Management L.P. $474 54 0.00% Shares
SBI Securities Co., Ltd. $465 53 0.00% Shares
NISA INVESTMENT ADVISORS, LLC $413 47 0.00% Shares
PRICE T ROWE ASSOCIATES INC /MD/ $408 46,415 0.00% Shares
SIMPLEX TRADING, LLC $359 41 0.00% Shares
GAMMA Investing LLC $281 32 0.00% Shares
True Wealth Design, LLC $264 30 0.00% Shares
ROTHSCHILD INVESTMENT LLC $263 30 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $201 23,275 0.00% Shares
HRT FINANCIAL LP $177 20,227 0.00% Shares
Transamerica Financial Advisors, LLC $149 17 0.00% Shares
EverSource Wealth Advisors, LLC $97 11 0.00% Shares
Sunbelt Securities, Inc. $71 8 0.00% Shares
SJS Investment Consulting Inc. $62 7 0.00% Shares
Versant Capital Management, Inc $44 5 0.00% Shares
Caitong International Asset Management Co., Ltd $44 5 0.00% Shares
Optiver Holding B.V. $35 4 0.00% Shares
Fortitude Family Office, LLC $18 2 0.00% Shares
State of Alaska, Department of Revenue $17 1,989 0.00% Shares
Covestor Ltd $0 45 0.00% Shares

Company insiders 24 insiders · 7 officers · 16 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Sanjiv Kumar Razdan The reporting person is President, Chief Executive Officer, and Director. March 10, 2025 A 89,032 0 0 $0
Peter D Holt President and CEO March 4, 2024 A 125,632 0 0 $0
John B Richards CEO March 28, 2016 P 429,245 0 0 $0
Scott Justin Bowman Chief Financial Officer June 10, 2026 F 46,893 0 0 $0
Jake Singleton Chief Financial Officer March 10, 2025 A 69,224 0 0 $0
Francis T Joyce Chief Financial Officer March 22, 2016 P 97,000 0 0 $0
David M Orwasher Former Chief Dev/Strat Officer Sept. 22, 2016 S 117,723 0 0 $0
Milind Pant Director May 20, 2026 A 5,714 0 0 $0
Christopher M Grandpre Director Aug. 20, 2025 P 39,383 3 0 $367,641
Abe Hong Director May 21, 2025 A 26,143 0 0 $0
Suzanne M Decker Director May 21, 2025 A 36,093 0 0 $0
Ronald V Davella Director May 21, 2025 A 17,529 0 0 $0
Glenn J Krevlin Director May 22, 2024 A 15,646 0 0 $0
James H. Amos JR Director May 26, 2022 A 36,817 0 0 $0
Richard A Kerley Director June 1, 2018 A 33,737 0 0 $0
Bret Sanders Director June 2, 2017 A 45,295 0 0 $0
Craig Colmar Director May 6, 2016 A 531,446 0 0 $0
Steve Colmar Director May 6, 2016 A 18,345 0 0 $0
William R Fields Director May 6, 2016 A 12,345 0 0 $0
John Leonesio Director Aug. 4, 2015 A 0 0 $0
Charles E Jobson 10% owner May 13, 2026 P 1,793,854 15 0 $1,976,613
Sandra R Karrmann May 20, 2026 A 10,563 0 0 $0
Matthew E Rubel May 20, 2026 A 23,177 0 0 $0
John P Meloun June 28, 2018 M 2,000 0 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
Bandera Partners LLC, Bylinsky Gregory, Gramm Jefferson ×7 filings March 16, 2026 27.90% Amendment SEC
Glenhill Advisors, LLC, Glenn J. Krevlin, Glenhill Capital Advisors, LLC, Glenhill Capital Management, LLC, Glenhill Capital Overseas Master Fund, LP ×3 filings May 16, 2018 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 18 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
GSSC · Goldman Sachs ETF Trust 0.02% 21,091 NS May 31, 2026 N-PORT
IWC · iShares Trust 0.02% 27,638 SH Aug. 8, 2026 Daily
SMLF · iShares Trust 0.01% 47,492 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.00% 41,384 NS April 30, 2026 N-PORT
RSSL · Global X Funds 0.00% 3,853 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.00% 421 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.00% 328 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 2,400 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.00% 334 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 396 NS May 31, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.00% 1,337 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 8 NS May 31, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 1,133 NS May 31, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.00% 4,120 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 6,965 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 156,473 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 388,276 SH Aug. 8, 2026 Daily
DCOR · Dimensional ETF Trust 0.00% 16 NS April 30, 2026 N-PORT