AII American Integrity Insurance Group, Inc. Common Stock
$25,13
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 13, 2026
Rango 52S
$16–$26
88% of range
Calificación del Analista
BUY
10 analysts
Precio Objetivo
$25
P/E (TTM)
4.4
ROE
31.2%
Margen de Beneficio Neto
36.0%
AII Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$25.13
Capitalización Bursátil
$492M
P/E (TTM)
4.4
BPA (TTM)
$5.65
Ingresos (TTM)
$276M
Rendimiento div.
—
ROE
31.2%
Deuda/Capital
0.0
Rango 52S
$16 – $26
AII Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$276M
2024-12-31
→
2025-12-31
BPA
$5.65
2024-12-31
→
2025-12-31
Flujo de caja libre
$133M
2025-12-31
→
2025-12-31
Márgenes
36.0%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
AII
Mediana de Pares
P/E (TTM)
4.4
12.0
P/S (TTM) (P/V (TTM))
1.8
1.3
P/B (P/C)
1.5
1.9
EV / EBITDA
237.0
—
Price / FCF (Precio / FCF)
3.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
AII
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
36.0%
13.0%
ROA
8.2%
5.6%
ROE
31.2%
16.4%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
AII
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
50.3
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
AII
Mediana de Pares
Revenue YoY (Ingresos interanuales)
35.3%
—
EPS YoY (EPS interanual)
91.5%
—
Net Income YoY (Beneficio Neto interanual)
150.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
AII
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 16 de marzo de 2026 | $1,0200 |
AII Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
10 analistas
- Compra fuerte 2 20,0%
- Compra 6 60,0%
- Mantener 2 20,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-15
Mediana
$25.00
Media
$24.75
Ahora
$25.13
Mín
$23.00
Máx
$26.00
Objetivo mediano
$25.00
-0,5%
Objetivo medio
$24.75
-1,5%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.31%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.78 | $0.89 | 0.89% |
| 31 de marzo de 2026 | $1.03 | $0.99 | 0.04% |
| 31 de diciembre de 2025 | $1.11 | $0.80 | 0.31% |
| 30 de septiembre de 2025 | $0.71 | $0.64 | 0.07% |
| 30 de junio de 2025 | $1.84 | $1.59 | 0.25% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue | $276M | $204M | |
| SG&A Expense | $42M | $31M | |
| Pretax Income | $115M | $51M | |
| Income Tax | $15M | $11M | |
| Net Income | $100M | $40M | |
| EPS (Basic) | $5.65 | $2.95 | |
| EPS (Diluted) | $5.65 | $2.95 | |
| Shares (Basic) | 17,235,168 | 12,904,495 | |
| Shares (Diluted) | 17,235,376 | 12,904,495 | |
| EBITDA | $1M | · |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $204M | $173M | |
| Short-term Investments | $18M | $0 | |
| PP&E (Net) | $6M | $2M | |
| PP&E (Gross) | $13M | $20M | |
| Accum. Depreciation | $7M | $18M | |
| Total Assets | $1.23B | $1.20B | |
| Deferred Tax | $0 | $1M | |
| Total Liabilities | $893M | $1.04B | |
| Long-term Debt | $618.0K | $1M | |
| Total Debt | $618.0K | · | |
| Common Stock | $20.0K | $13.0K | |
| Paid-in Capital | $106M | $10M | |
| Retained Earnings | $229M | $152M | |
| AOCI | $2M | $-327.0K | |
| Stockholders' Equity | $337M | $162M | |
| Liabilities + Equity | $1.23B | $1.20B | |
| Shares Outstanding | 19,579,009 | 12,904,495 |
Flujo de Efectivo 11
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| D&A | $1M | $783.0K | |
| Stock-based Comp | $11M | $0 | |
| Deferred Tax | $-11M | $-2M | |
| Other Non-cash | $37M | · | |
| Operating Cash Flow | $138M | $149M | |
| CapEx | $5M | $1M | |
| Investing Cash Flow | $-135M | $-19M | |
| Net Debt Issued | $-411.0K | · | |
| Financing Cash Flow | $62M | $-12M | |
| Taxes Paid | $35M | $1M | |
| Free Cash Flow | $133M | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Net Margin | 36.0% | · | |
| Pretax Margin | 41.6% | · | |
| EBITDA Margin | 0.41% | · | |
| ROA | 8.2% | · | |
| ROE | 31.2% | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Debt / Equity | 0.0 | · | |
| LT Debt / Equity | 0.0 | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.2 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 35.3% | · | |
| EPS YoY | 91.5% | · | |
| Net Income YoY | 150.7% | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $276M | · | |
| Net Income TTM | $100M | · | |
| Market Cap | $408M | · | |
| Enterprise Value | $186M | · | |
| P/E | 3.7 | · | |
| P/S | 1.5 | · | |
| P/B | 1.2 | · | |
| P / Tangible Book | 1.2 | · | |
| P / Cash Flow | 3.0 | · | |
| P / FCF | 3.1 | · | |
| EV / EBITDA | 163.2 | · | |
| EV / FCF | 1.4 | · | |
| EV / Revenue | 0.7 | · | |
| Earnings Yield | 27.1% | · |
Estado de resultados 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $115M | $91M | $68M | $62M | $74M | $72M | $67M | $47M | $46M | $44M | |
| SG&A Expense | $18M | $16M | $7M | $7M | $23M | $5M | $12M | $7M | $7M | $5M | |
| Pretax Income | $46M | $27M | $29M | $19M | $24M | $43M | $11M | $7M | $20M | $13M | |
| Income Tax | $12M | $7M | $8M | $6M | $-3M | $5M | $2M | $2M | $6M | $1M | |
| Net Income | $34M | $20M | $21M | $13M | $27M | $38M | $8M | $5M | $15M | $12M | |
| EPS (Basic) | $1.74 | $1.02 | $1.07 | $0.67 | $1.62 | $2.78 | $0.62 | $0.33 | $1.09 | $0.90 | |
| EPS (Diluted) | $1.74 | $1.02 | $1.07 | $0.67 | $1.62 | $2.78 | $0.62 | $0.33 | $1.09 | $0.90 | |
| Shares (Basic) | 19,586,994 | 19,579,035 | -19,422,402 | 19,572,595 | 16,962,075 | 12,904,495 | -13,027,395 | 12,904,495 | 12,904,495 | 122,900 | |
| Shares (Diluted) | 19,590,448 | 19,579,308 | -19,422,194 | 19,572,595 | 16,962,075 | 12,904,495 | -13,027,395 | 12,904,495 | 12,904,495 | 122,900 | |
| EBITDA | $648.0K | $595.0K | · | · | · | $497.0K | · | · | · | · |
Balance general 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $288M | $171M | $204M | $145M | $260M | $236M | $173M | · | · | · | |
| Short-term Investments | $5M | $2M | $18M | $27M | · | · | $0 | · | · | · | |
| PP&E (Net) | $9M | $6M | $6M | $6M | $2M | $2M | $2M | · | · | · | |
| PP&E (Gross) | $17M | $14M | $13M | · | · | · | $20M | · | · | · | |
| Accum. Depreciation | $8M | $8M | $7M | · | · | · | $18M | · | · | · | |
| Total Assets | $1.61B | $1.18B | $1.23B | $1.43B | $1.59B | $1.13B | $1.20B | · | · | · | |
| Deferred Tax | · | · | $0 | $0 | $0 | $33.0K | $1M | · | · | · | |
| Total Liabilities | $1.24B | $840M | $888M | $1.12B | $1.29B | $949M | $1.04B | · | · | · | |
| Long-term Debt | $412.0K | $515.0K | $618.0K | $721.0K | $824.0K | $926.0K | $1M | · | · | · | |
| Common Stock | $20.0K | $20.0K | $20.0K | $20.0K | $20.0K | · | $13.0K | · | · | · | |
| Paid-in Capital | $107M | $106M | $106M | $106M | $106M | · | $10M | · | · | · | |
| Retained Earnings | $263M | $229M | $229M | $208M | $195M | $176M | $152M | · | · | · | |
| AOCI | $-420.0K | $184.0K | $2M | $2M | $987.0K | $118.0K | $-327.0K | · | · | · | |
| Stockholders' Equity | $370M | $335M | $337M | $316M | $302M | · | $162M | · | · | · | |
| Liabilities + Equity | $1.61B | $1.18B | $1.23B | $1.43B | $1.59B | $1.13B | $1.20B | · | · | · | |
| Shares Outstanding | 19,593,427 | 19,581,343 | 19,579,009 | 19,576,804 | 19,571,965 | · | 12,904,495 | · | · | · |
Flujo de Efectivo 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $648.0K | $595.0K | $-403.0K | $398.0K | $210.0K | $196.0K | $-1M | $723.0K | $706.0K | $688.0K | |
| Stock-based Comp | $614.0K | $266.0K | $76.0K | $100.0K | $10M | $0 | $0 | $0 | · | · | |
| Deferred Tax | · | · | $-3M | $2M | $-9M | $-1M | $-1M | $-1M | $1M | $-914.0K | |
| Other Non-cash | · | $-14M | · | · | · | $31M | · | · | · | · | |
| Operating Cash Flow | $123M | $7M | $50M | $-7M | $27M | $68M | $153M | $-31M | $47M | $-20M | |
| CapEx | $3M | $1M | $-19.0K | $4M | $471.0K | $108.0K | $93.0K | $275.0K | $344.0K | $595.0K | |
| Investing Cash Flow | $-5M | $-4M | $10M | $-85M | $-68M | $8M | $-43M | $-18M | $47M | $-5M | |
| Net Debt Issued | · | $-103.0K | · | · | · | $-103.0K | · | · | · | · | |
| Dividends Paid | $0 | $20M | · | · | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $-223.0K | $-20M | $-103.0K | $-102.0K | $77M | $-15M | $-103.0K | $-103.0K | $-8M | $-4M | |
| Taxes Paid | $15M | $5M | $9M | $5M | $21M | $0 | $0 | $0 | $1M | $0 | |
| Free Cash Flow | · | $6M | · | · | · | $68M | · | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.6% | 21.9% | · | 21.2% | 36.9% | 53.0% | · | · | · | · | |
| Pretax Margin | 40.3% | 30.0% | · | 30.3% | 32.4% | 59.7% | · | · | · | · | |
| EBITDA Margin | 0.56% | 0.65% | · | · | · | 0.69% | · | · | · | · | |
| ROA | 2.1% | 1.7% | · | 1.8% | 3.5% | 6.7% | · | · | · | · | |
| ROE | 10.2% | 11.9% | · | 8.3% | 18.2% | · | · | · | · | · |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | · | · | · |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $336M | $296M | · | $276M | $260M | $232M | · | · | · | · | |
| Net Income TTM | $88M | $81M | · | $87M | $79M | $66M | · | · | · | · | |
| Market Cap | $369M | $378M | · | $437M | $360M | · | · | · | · | · | |
| P/E | 4.2 | 4.4 | · | 3.9 | 3.4 | · | · | · | · | · | |
| P/S | 1.1 | 1.3 | · | 1.6 | 1.4 | · | · | · | · | · | |
| P/B | 1.0 | 1.1 | · | 1.4 | 1.2 | · | · | · | · | · | |
| P / Tangible Book | 1.0 | 1.1 | · | 1.4 | 1.2 | · | · | · | · | · | |
| P / Cash Flow | · | 55.6 | · | · | · | · | · | · | · | · | |
| P / FCF | · | 68.3 | · | · | · | · | · | · | · | · | |
| Earnings Yield | 23.9% | 22.7% | · | 25.5% | 29.1% | · | · | · | · | · | |
| Payout Ratio | · | 100.3% | · | · | · | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Ingresos | $276M | $204M |
| Beneficio neto | $100M | $40M |
| EPS Diluido | $5.65 | $2.95 |
Balance general
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Deuda / Patrimonio | 0.0 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Flujo de caja libre | $133M | — |
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Propietarios institucionales (13F) 105 declarantes · $137.8M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 20 (+2 vs trimestre anterior) | 12 (-1 vs trimestre anterior) | 40 (-2 vs trimestre anterior) | 36 (+10 vs trimestre anterior) | -2.5M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| WASATCH ADVISORS LP | $22 985 462 | 1 192 192 | 16,68% | Acciones |
| Mink Brook Asset Management LLC | $18 415 156 | 977 969 | 13,36% | Acciones |
| Pacific Ridge Capital Partners, LLC | $10 910 931 | 579 444 | 7,92% | Acciones |
| Freestone Grove Partners LP | $9 250 652 | 491 272 | 6,71% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $8 633 932 | 458 520 | 6,26% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $5 529 317 | 293 644 | 4,01% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $5 318 477 | 282 447 | 3,86% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $4 904 370 | 260 415 | 3,56% | Acciones |
| STATE STREET CORP | $4 073 306 | 216 320 | 2,96% | Acciones |
| ALGERT GLOBAL LLC | $2 925 353 | 155 356 | 2,12% | Acciones |
| CITADEL ADVISORS LLC | $2 788 591 | 148 093 | 2,02% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 448 954 | 130 056 | 1,78% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $2 254 045 | 119 705 | 1,64% | Acciones |
| DONALD SMITH & CO., INC. | $2 192 189 | 116 420 | 1,59% | Acciones |
| Interval Partners, LP | $1 983 081 | 105 315 | 1,44% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 940 262 | 103 041 | 1,41% | Acciones |
| Alyeska Investment Group, L.P. | $1 852 382 | 98 374 | 1,34% | Acciones |
| Lighthouse Investment Partners, LLC | $1 394 512 | 74 058 | 1,01% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 359 526 | 72 200 | 0,99% | Acciones |
| Man Group plc | $1 308 610 | 69 496 | 0,95% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 291 460 | 62 000 | 0,94% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 259 294 | 66 877 | 0,91% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 250 877 | 66 430 | 0,91% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1 211 353 | 64 331 | 0,88% | Acciones |
| JPMORGAN CHASE & CO | $1 111 285 | 58 152 | 0,81% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $961 949 | 51 086 | 0,70% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $907 606 | 48 200 | 0,66% | Acciones |
| Shay Capital LLC | $847 350 | 45 000 | 0,61% | Acciones |
| Boston Partners | $796 170 | 42 282 | 0,58% | Acciones |
| Verdad Advisers, LP | $794 212 | 42 178 | 0,58% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $747 438 | 39 694 | 0,54% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $742 938 | 39 455 | 0,54% | Acciones |
| Harbor Advisors LLC | $719 155 | 38 192 | 0,52% | Acciones |
| GOLDMAN SACHS GROUP INC | $699 968 | 37 173 | 0,51% | Acciones |
| STRS OHIO | $687 295 | 36 500 | 0,50% | Acciones |
| Bank of New York Mellon Corp | $587 816 | 31 217 | 0,43% | Acciones |
| Point72 Asset Management, L.P. | $572 903 | 30 425 | 0,42% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $557 538 | 29 609 | 0,40% | Acciones |
| Schonfeld Strategic Advisors LLC | $534 601 | 28 391 | 0,39% | Acciones |
| AMERIPRISE FINANCIAL INC | $531 138 | 28 207 | 0,39% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $529 292 | 28 109 | 0,38% | Acciones |
| MARSHALL WACE, LLP | $525 489 | 27 907 | 0,38% | Acciones |
| BlackRock, Inc. | $464 235 | 24 654 | 0,34% | Acciones |
| HSBC HOLDINGS PLC | $439 244 | 22 949 | 0,32% | Acciones |
| FIRST TRUST ADVISORS LP | $428 514 | 22 757 | 0,31% | Acciones |
| R Squared Ltd | $421 566 | 22 388 | 0,31% | Acciones |
| XTX Topco Ltd | $418 195 | 22 209 | 0,30% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $414 768 | 22 027 | 0,30% | Acciones |
| BANK OF AMERICA CORP /DE/ | $384 961 | 20 444 | 0,28% | Acciones |
| BARCLAYS PLC | $323 782 | 17 195 | 0,23% | Acciones |
| State of Tennessee, Department of Treasury | $307 833 | 16 348 | 0,22% | Acciones |
| BAILARD, INC. | $299 397 | 15 900 | 0,22% | Acciones |
| Graham Capital Management, L.P. | $285 595 | 15 167 | 0,21% | Acciones |
| Centiva Capital, LP | $275 219 | 14 616 | 0,20% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $271 905 | 14 440 | 0,20% | Acciones |
| D. E. Shaw & Co., Inc. | $230 178 | 12 224 | 0,17% | Acciones |
| RHUMBLINE ADVISERS | $224 938 | 11 946 | 0,16% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $218 880 | 11 624 | 0,16% | Acciones |
| PDT Partners, LLC | $216 357 | 11 490 | 0,16% | Acciones |
| State of Wyoming | $213 833 | 11 356 | 0,16% | Acciones |
| DEUTSCHE BANK AG\ | $198 788 | 10 557 | 0,14% | Acciones |
| WELLS FARGO & COMPANY/MN | $191 350 | 10 162 | 0,14% | Acciones |
| MetLife Investment Management, LLC | $172 276 | 9 149 | 0,12% | Acciones |
| Nuveen, LLC | $147 345 | 7 825 | 0,11% | Acciones |
| FEDERATED HERMES, INC. | $105 448 | 5 600 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $105 222 | 5 588 | 0,08% | Acciones |
| CITIGROUP INC | $99 441 | 5 281 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $92 832 | 4 930 | 0,07% | Acciones |
| Aquatic Capital Management LLC | $86 015 | 4 568 | 0,06% | Acciones |
| OSAIC HOLDINGS, INC. | $76 823 | 4 080 | 0,06% | Acciones |
| VANGUARD GROUP INC | $60 032 | 2 882 | 0,04% | Acciones |
| NewEdge Advisors, LLC | $56 490 | 3 000 | 0,04% | Acciones |
| Vanguard Global Advisers, LLC | $54 268 | 2 882 | 0,04% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $37 660 | 2 000 | 0,03% | Acciones |
| NORTHERN TRUST CORP | $36 719 | 1 950 | 0,03% | Acciones |
| Legal & General Group Plc | $24 140 | 1 282 | 0,02% | Acciones |
| Tower Research Capital LLC (TRC) | $24 065 | 1 278 | 0,02% | Acciones |
| Ameritas Investment Partners, Inc. | $20 732 | 1 101 | 0,02% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $18 830 | 1 000 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12 744 | 661 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $7 000 | 376 | 0,01% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $6 478 | 344 | 0,00% | Acciones |
| Sterling Capital Management LLC | $4 613 | 245 | 0,00% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $3 255 | 173 093 | 0,00% | Acciones |
| CWM, LLC | $3 143 | 163 | 0,00% | Acciones |
| Arax Advisory Partners | $2 561 | 136 | 0,00% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2 294 | 119 | 0,00% | Acciones |
| FMR LLC | $1 280 | 68 | 0,00% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $955 | 51 | 0,00% | Acciones |
| Russell Investments Group, Ltd. | $734 | 39 | 0,00% | Acciones |
| UBS Group AG | $584 | 31 | 0,00% | Acciones |
| Quarry LP | $339 | 18 | 0,00% | Acciones |
| GAMMA Investing LLC | $339 | 18 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $338 | 18 | 0,00% | Acciones |
| Allworth Financial LP | $302 | 16 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $207 | 11 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $188 | 10 | 0,00% | Acciones |
| SG Americas Securities, LLC | $180 | 9 563 | 0,00% | Acciones |
| MORGAN STANLEY | $151 | 8 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $132 | 7 | 0,00% | Acciones |
Informantes de la empresa 8 insiders · 5 directivos · 5 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robert C Ritchie | Chief Executive Officer | 17 de agosto de 2026 S | 2 151 611 | 0 | 12 | $-16 555 279 |
| Brian Foley | Chief Financial Officer | 6 de abril de 2026 A | 4 262 | 0 | 0 | $0 |
| Benjamin A Lurie | Chief Financial Officer | 2 de marzo de 2026 A | 85 534 | 0 | 0 | $0 |
| Jon P Ritchie | President | 7 de mayo de 2026 F | 179 701 | 0 | 0 | $0 |
| David Lewis Clark | Chairman | 22 de mayo de 2026 P | 23 426 | 1 | 0 | $99 984 |
| Ernest N Csiszar | Consejero | 30 de junio de 2026 A | 3 996 | 0 | 0 | $0 |
| Steven E Smathers | Consejero | 30 de junio de 2026 A | 178 697 | 1 | 1 | $-3 214 929 |
| Steven B Mathis | Consejero | 30 de junio de 2026 A | 6 996 | 1 | 0 | $50 460 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 24 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,09% | 818 328 SH | 8 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,06% | 40 920 SH | 8 de agosto de 2026 | Diario |
| HAPS · Harbor ETF Trust | 0,03% | 2 538 NS | 30 de abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 3 247 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,02% | 121 168 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,01% | 198 796 NS | 31 de mayo de 2026 | N-PORT |
| VXUS · VANGUARD STAR FUNDS | 0,01% | 3 173 524 SH | 8 de agosto de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,01% | 2 118 690 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 69 758 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 10 577 SH | 8 de agosto de 2026 | Diario |
| VSGX · VANGUARD WORLD FUND | 0,01% | 43 377 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 336 815 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 14 668 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 567 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 444 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,00% | 33 277 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 445 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 11 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 6 295 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 5 000 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 77 407 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 368 687 SH | 8 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 179 837 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 330 SH | 8 de agosto de 2026 | Diario |