BETA Beta Technologies, Inc. Class A Common Stock
$24,95
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 12, 2026
Rango 52S
$13–$40
44% of range
Calificación del Analista
BUY
14 analysts
Precio Objetivo
$31
+26% upside
P/E (TTM)
-2.2
ROE
-70.7%
Margen de Beneficio Neto
-2094.2%
BETA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$24.95
Capitalización Bursátil
—
P/E (TTM)
-2.2
BPA (TTM)
$-12.85
Ingresos (TTM)
$36M
Rendimiento div.
—
ROE
-70.7%
Deuda/Capital
0.1
Rango 52S
$13 – $40
BETA 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
$36M
2023-12-31
→
2025-12-31
BPA
$-12.85
2023-12-31
→
2025-12-31
Flujo de caja libre
$-313M
2025-12-31
→
2025-12-31
Márgenes
-2094.2%
2025-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
BETA
Mediana de Pares
P/E (TTM)
-2.2
54.1
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
BETA
Mediana de Pares
Gross Margin (Margen Bruto)
72.2%
25.4%
Operating Margin (Margen Operativo)
-1046.3%
—
Net Profit Margin (Margen de Beneficio Neto)
-2094.2%
5.4%
ROA
-53.8%
3.8%
ROE
-70.7%
8.1%
ROIC
-18.6%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
BETA
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.1
16.4
Current Ratio (Ratio corriente)
22.8
3.0
Quick Ratio (Ratio Rápido)
22.5
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
BETA
Mediana de Pares
Revenue YoY (Ingresos interanuales)
136.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
BETA
Mediana de Pares
BETA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
14 analistas
- Compra fuerte 6 42,9%
- Compra 7 50,0%
- Mantener 1 7,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
8 analistas · 2026-08-13
Mediana
$32.00
← Por Debajo de Todos los Objetivos
$24.95
Mín
$25.00
Máx
$37.00
Objetivo mediano
$32.00
+28,3%
Objetivo medio
$31.38
+25,8%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-3.2%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $-0.64 | $-0.56 | -0.08% |
| 31 de marzo de 2026 | $-0.53 | $-0.67 | 0.14% |
| 31 de diciembre de 2025 | $-10.01 | $-0.49 | -9.5% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| BETA | — | -2.2 | 136.0% | -2094.2% | -70.7% | 72.2% |
| KRMN | $9.68B | 562.8 | 36.6% | 3.7% | 4.7% | 40.3% |
| HXL | $5.59B | 194.5 | -0.48% | 5.8% | 7.8% | 23.0% |
| LOAR | $6.37B | 90.7 | 23.2% | 14.5% | 6.4% | 52.7% |
| MRCY | $7.52B | -252.4 | 7.8% | -3.0% | -2.0% | 28.6% |
| AIR | — | 23.2 | 19.0% | 5.7% | 11.5% | 18.8% |
| VSEC | — | — | — | — | — | — |
| ACHR | $5.60B | -7.6 | — | -206066.7% | -31.8% | — |
| FLY | $3.56B | -4.6 | 162.9% | -186.6% | -219.4% | 19.2% |
| LUNR | — | -22.2 | -7.9% | -39.6% | 9.4% | — |
| ATRO | — | 67.0 | 8.4% | 3.4% | 14.8% | 29.9% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $36M | $15M | $15M | |
| Cost of Revenue | $10M | $5M | $2M | |
| Gross Profit | $26M | $11M | $13M | |
| R&D Expense | $260M | $207M | $138M | |
| SG&A Expense | $138M | $76M | $62M | |
| Operating Expenses | $398M | $283M | $200M | |
| Operating Income | $-373M | $-272M | $-187M | |
| Interest Income | $20M | $9M | $12M | |
| Other Non-op | $-372M | $-3M | $12M | |
| Pretax Income | $-745M | $-275M | $-175M | |
| Income Tax | $756.0K | $514.0K | $1M | |
| Net Income | $-746M | $-276M | $-176M | |
| EPS (Basic) | $-12.85 | $-6.77 | $-4.50 | |
| EPS (Diluted) | $-12.85 | $-6.77 | $-4.50 | |
| Shares (Basic) | 74,970,976 | 45,238,028 | 44,902,270 | |
| Shares (Diluted) | 74,970,976 | 45,238,028 | 44,902,270 | |
| EBITDA | $-351M | · | · |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $1.71B | $301M | $254M | |
| Receivables | $6M | $2M | · | |
| Prepaid Expense | $23M | $24M | · | |
| Other Current Assets | · | $3M | · | |
| Current Assets | $1.74B | $327M | · | |
| PP&E (Net) | $349M | $320M | · | |
| PP&E (Gross) | $403M | $352M | · | |
| Accum. Depreciation | $54M | $33M | · | |
| Other Non-current Assets | $2M | $3M | · | |
| Total Assets | $2.11B | $666M | · | |
| Accounts Payable | $25M | $16M | · | |
| Accrued Liabilities | $35M | $25M | · | |
| Current Liabilities | $76M | $57M | · | |
| Capital Leases | $17M | $17M | · | |
| Other Non-current Liabilities | $3M | $2M | · | |
| Total Liabilities | $288M | $230M | · | |
| Long-term Debt | $186M | $152M | · | |
| Total Debt | $186M | · | · | |
| Paid-in Capital | $3.73B | $0 | · | |
| Retained Earnings | $-1.91B | $-969M | · | |
| Treasury Stock | $0 | $6M | · | |
| AOCI | $-10.0K | $-207.0K | · | |
| Stockholders' Equity | $1.82B | $436M | $385M | |
| Liabilities + Equity | $2.11B | $666M | · | |
| Shares Outstanding | · | 37,040,639 | · |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $22M | $16M | $9M | |
| Stock-based Comp | $35M | $12M | $9M | |
| Deferred Tax | $238.0K | $-236.0K | $633.0K | |
| Other Non-cash | $421M | · | · | |
| Operating Cash Flow | $-268M | $-223M | $-158M | |
| CapEx | $45M | $74M | $153M | |
| Investing Cash Flow | $-44M | $-69M | $-152M | |
| Net Debt Issued | $-4M | · | · | |
| Stock Repurchased | $0 | $530.0K | $0 | |
| Net Stock Activity | $0 | · | · | |
| Financing Cash Flow | $1.73B | $339M | $134M | |
| Net Change in Cash | $1.41B | $48M | $-176M | |
| Taxes Paid | $168.0K | $30.0K | $196.0K | |
| Free Cash Flow | $-313M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Gross Margin | 72.2% | · | · | |
| Operating Margin | -1046.3% | · | · | |
| Net Margin | -2094.2% | · | · | |
| Pretax Margin | -2092.1% | · | · | |
| EBITDA Margin | -984.5% | · | · | |
| ROA | -53.8% | · | · | |
| ROE | -70.7% | · | · | |
| ROIC | -18.6% | · | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 22.8 | · | · | |
| Quick Ratio | 22.5 | · | · | |
| Debt / Equity | 0.1 | · | · | |
| LT Debt / Equity | 0.1 | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.0 | · | · | |
| Receivables Turnover | 9.0 | · | · |
Tasas de Crecimiento 1
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 136.0% | -1.7% | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $36M | · | · | |
| Net Income TTM | $-746M | · | · | |
| P/E | -2.2 | · | · | |
| Earnings Yield | -45.6% | · | · |
Estado de resultados 17
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $15M | $10M | $11M | $9M | $6M | $10M | $4M | |
| Cost of Revenue | $7M | $4M | $4M | $3M | $1M | $2M | $1M | |
| Gross Profit | $8M | $6M | $7M | $6M | $5M | $8M | $3M | |
| R&D Expense | $122M | $92M | $89M | $56M | $58M | $58M | $61M | |
| SG&A Expense | $44M | $47M | $52M | $30M | $26M | $28M | $18M | |
| Operating Expenses | $166M | $139M | $142M | $87M | $84M | $86M | $79M | |
| Operating Income | $-158M | $-133M | $-135M | $-81M | $-79M | $-78M | $-76M | |
| Interest Income | $13M | $14M | $13M | $3M | $2M | $3M | $3M | |
| Other Non-op | $10M | $11M | $-15M | $-356M | $-867.0K | $-163.0K | $-149.0K | |
| Pretax Income | $-148M | $-122M | $-150M | $-437M | $-80M | $-78M | $-76M | |
| Income Tax | $267.0K | $216.0K | $176.0K | $253.0K | $229.0K | $98.0K | $268.0K | |
| Net Income | $-149M | $-122M | $-150M | $-437M | $-80M | $-78M | $-76M | |
| EPS (Basic) | $-0.64 | $-0.53 | $1.01 | $-9.83 | $-2.02 | $-1.98 | $-1.92 | |
| EPS (Diluted) | $-0.64 | $-0.53 | $1.01 | $-9.83 | $-2.02 | $-1.98 | $-1.92 | |
| Shares (Basic) | 231,977,950 | 229,644,583 | 29,163,416 | 45,948,603 | 45,834,973 | 45,634,214 | 63,448 | |
| Shares (Diluted) | 231,977,950 | 229,644,583 | 29,163,416 | 45,948,603 | 45,834,973 | 45,634,214 | 63,448 | |
| EBITDA | $-158M | $-127M | · | $-75M | · | · | · |
Balance general 25
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.48B | $1.59B | $1.71B | $688M | · | · | $301M | |
| Receivables | $4M | $6M | $6M | $8M | · | · | $2M | |
| Prepaid Expense | $21M | $25M | $23M | $17M | · | · | $24M | |
| Other Current Assets | · | · | · | $3M | · | · | · | |
| Current Assets | $1.50B | $1.62B | $1.74B | $713M | · | · | $327M | |
| PP&E (Net) | $403M | $371M | $349M | $332M | · | · | $320M | |
| PP&E (Gross) | $462M | $431M | $403M | $380M | · | · | $352M | |
| Accum. Depreciation | $59M | $60M | $54M | $49M | · | · | $33M | |
| Other Non-current Assets | $6M | $3M | $2M | · | · | · | $3M | |
| Total Assets | $1.93B | $2.01B | $2.11B | $1.07B | · | · | $666M | |
| Accounts Payable | $23M | $22M | $25M | $13M | · | · | $16M | |
| Accrued Liabilities | $44M | $29M | $35M | $33M | · | · | $25M | |
| Current Liabilities | $104M | $76M | $76M | $68M | · | · | $57M | |
| Capital Leases | $21M | $18M | $17M | $17M | · | · | $17M | |
| Other Non-current Liabilities | $3M | $3M | $3M | $3M | · | · | $2M | |
| Total Liabilities | $318M | $288M | $288M | $279M | · | · | $230M | |
| Long-term Debt | $184M | $185M | $186M | $185M | · | · | $152M | |
| Total Debt | $184M | $185M | · | $185M | · | · | · | |
| Paid-in Capital | $3.80B | $3.76B | $3.73B | $0 | · | · | $0 | |
| Retained Earnings | $-2.18B | $-2.04B | $-1.91B | $-1.59B | · | · | $-969M | |
| Treasury Stock | · | · | $0 | $6M | · | · | $6M | |
| AOCI | $-199.0K | $-87.0K | $-10.0K | $-93.0K | · | · | $-207.0K | |
| Stockholders' Equity | $1.62B | $1.73B | $1.82B | $790M | · | · | $436M | |
| Liabilities + Equity | $1.93B | $2.01B | $2.11B | $1.07B | · | · | $666M | |
| Shares Outstanding | · | · | · | 37,578,571 | · | · | · |
Flujo de Efectivo 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $6M | $6M | $5M | $5M | $5M | |
| Stock-based Comp | $15M | $23M | $18M | $5M | $4M | $7M | $3M | |
| Other Non-cash | · | $-3M | · | · | · | · | · | |
| Operating Cash Flow | $-75M | $-95M | $-84M | $-69M | $-56M | $-58M | $-57M | |
| CapEx | $41M | $24M | $20M | $13M | $6M | $7M | $22M | |
| Investing Cash Flow | $-41M | $-24M | $-20M | $-13M | $-6M | $-6M | $-18M | |
| Net Debt Issued | · | $-1M | · | · | · | · | · | |
| Stock Repurchased | · | · | $0 | · | · | · | $0 | |
| Financing Cash Flow | $6M | $-1M | $1.13B | $596M | $3M | $-310.0K | $324M | |
| Net Change in Cash | $-110M | $-121M | $1.02B | $515M | $-59M | $-65M | $249M | |
| Taxes Paid | · | · | $51.0K | · | · | · | $-4.0K | |
| Free Cash Flow | · | $-120M | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 54.7% | 57.6% | · | 69.3% | · | · | · | |
| Operating Margin | -1078.7% | -1312.1% | · | -903.5% | · | · | · | |
| Net Margin | -1014.8% | -1207.0% | · | -4902.6% | · | · | · | |
| Pretax Margin | -1013.0% | -1204.9% | · | -4899.8% | · | · | · | |
| EBITDA Margin | -1078.7% | -1251.4% | · | -838.5% | · | · | · | |
| ROA | -15.4% | -12.2% | · | -81.8% | · | · | · | |
| ROE | -18.4% | -14.2% | · | -110.7% | · | · | · | |
| ROIC | -8.8% | -7.0% | · | -8.3% | · | · | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 14.5 | 21.4 | · | 10.4 | · | · | · | |
| Quick Ratio | 14.3 | 21.0 | · | 10.2 | · | · | · | |
| Debt / Equity | 0.1 | 0.1 | · | 0.2 | · | · | · | |
| LT Debt / Equity | 0.1 | 0.1 | · | 0.2 | · | · | · |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | · | · | · | |
| Receivables Turnover | 8.1 | 3.2 | · | 2.3 | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $40M | · | · | · | · | · | · | |
| Net Income TTM | $-789M | · | · | · | · | · | · | |
| P/E | -1.3 | · | · | · | · | · | · | |
| Earnings Yield | -77.7% | · | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Ingresos | $36M | $15M | $15M |
| Margen Bruto % | 72.2% | — | — |
| Margen Operativo % | -1046.3% | — | — |
| Beneficio neto | $-746M | $-276M | $-176M |
| EPS Diluido | $-12.85 | $-6.77 | $-4.50 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Deuda / Patrimonio | 0.1 | — | — |
| Ratio corriente | 22.8 | — | — |
| Ratio Rápido | 22.5 | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Flujo de caja libre | $-313M | — | — |
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Propietarios institucionales (13F) 198 declarantes · $1.8B 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 |
|---|---|---|---|---|
| 72 (+24 vs trimestre anterior) | 25 (-6 vs trimestre anterior) | 62 (+14 vs trimestre anterior) | 26 (-2 vs trimestre anterior) | +9.0M |
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 |
|---|---|---|---|---|
| FMR LLC | $458 109 971 | 27 349 849 | 26,00% | Acciones |
| General Electric Co | $340 199 317 | 20 310 407 | 19,31% | Acciones |
| TPG GP A, LLC | $274 623 536 | 16 395 435 | 15,59% | Acciones |
| AMAZON COM INC | $196 877 758 | 11 753 896 | 11,17% | Acciones |
| VANGUARD GROUP INC | $71 555 032 | 2 536 513 | 4,06% | Acciones |
| STATE STREET CORP | $43 155 437 | 2 576 444 | 2,45% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $31 752 590 | 1 895 677 | 1,80% | Acciones |
| HITE Hedge Asset Management LLC | $31 695 606 | 1 892 275 | 1,80% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $30 498 367 | 1 820 798 | 1,73% | Acciones |
| Empire Life Investments Inc. | $22 408 803 | 1 337 839 | 1,27% | Acciones |
| NORGES BANK | $20 930 767 | 1 249 598 | 1,19% | Acciones |
| MASTERS CAPITAL MANAGEMENT LLC | $17 222 350 | 1 028 200 | 0,98% | Acciones |
| Liberty Street Advisors, Inc. | $16 736 634 | 999 202 | 0,95% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $16 269 225 | 971 297 | 0,92% | Acciones |
| Clearbridge Investments, LLC | $14 911 679 | 890 249 | 0,85% | Acciones |
| CITADEL ADVISORS LLC | $14 611 427 | 872 324 | 0,83% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $11 338 798 | 676 701 | 0,64% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $11 264 459 | 672 505 | 0,64% | Acciones |
| Granahan Investment Management, LLC | $7 076 758 | 422 493 | 0,40% | Acciones |
| Pictet Asset Management Holding SA | $6 663 418 | 397 816 | 0,38% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $6 044 154 | 360 845 | 0,34% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 516 110 | 329 320 | 0,31% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 499 025 | 328 300 | 0,31% | Opción de venta |
| Marino Management, LLC | $5 259 366 | 313 992 | 0,30% | Acciones |
| SEVEN GRAND MANAGERS, LLC | $5 025 000 | 300 000 | 0,29% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 830 700 | 288 400 | 0,27% | Opción de compra |
| GILDER GAGNON HOWE & CO LLC | $4 418 064 | 263 765 | 0,25% | Acciones |
| CITADEL ADVISORS LLC | $3 869 250 | 231 000 | 0,22% | Opción de compra |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $3 768 750 | 225 000 | 0,21% | Acciones |
| Burkehill Global Management, LP | $3 768 750 | 225 000 | 0,21% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $3 697 161 | 220 726 | 0,21% | Acciones |
| Alyeska Investment Group, L.P. | $2 979 272 | 177 867 | 0,17% | Acciones |
| Quantinno Capital Management LP | $2 783 063 | 166 153 | 0,16% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 512 282 | 149 987 | 0,14% | Acciones |
| Corient Private Wealth LP | $2 321 573 | 138 601 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 275 890 | 135 874 | 0,13% | Acciones |
| MARSHALL WACE, LLP | $2 256 074 | 134 691 | 0,13% | Acciones |
| Aureus Asset Management, LLC | $2 204 200 | 131 594 | 0,13% | Acciones |
| JANE STREET GROUP, LLC | $2 159 075 | 128 900 | 0,12% | Opción de compra |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2 090 400 | 124 800 | 0,12% | Acciones |
| Squarepoint Ops LLC | $2 044 840 | 122 080 | 0,12% | Acciones |
| JANE STREET GROUP, LLC | $2 004 975 | 119 700 | 0,11% | Opción de venta |
| Weiss Asset Management LP | $1 982 597 | 118 364 | 0,11% | Acciones |
| Holocene Advisors, LP | $1 978 979 | 118 148 | 0,11% | Acciones |
| Trexquant Investment LP | $1 945 513 | 116 150 | 0,11% | Acciones |
| Swiss National Bank | $1 822 400 | 108 800 | 0,10% | Acciones |
| Corps Capital Advisors, LLC | $1 704 342 | 101 752 | 0,10% | Acciones |
| Ghisallo Capital Management LLC | $1 675 000 | 100 000 | 0,10% | Acciones |
| SCS Capital Management LLC | $1 645 520 | 98 240 | 0,09% | Acciones |
| SORA INVESTORS LLC | $1 440 500 | 86 000 | 0,08% | Acciones |
| CITADEL ADVISORS LLC | $1 348 375 | 80 500 | 0,08% | Opción de venta |
| Wealthspire Advisors, LLC | $1 342 188 | 80 131 | 0,08% | Acciones |
| Capricorn Fund Managers Ltd | $1 298 963 | 77 550 | 0,07% | Acciones |
| TD Asset Management Inc | $1 278 025 | 76 300 | 0,07% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 187 742 | 70 910 | 0,07% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $999 975 | 59 700 | 0,06% | Acciones |
| AMERIPRISE FINANCIAL INC | $964 264 | 57 568 | 0,05% | Acciones |
| CITIGROUP INC | $867 700 | 51 803 | 0,05% | Acciones |
| IEQ CAPITAL, LLC | $789 411 | 47 129 | 0,04% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $746 196 | 44 549 | 0,04% | Acciones |
| RHUMBLINE ADVISERS | $732 790 | 43 749 | 0,04% | Acciones |
| BlackRock, Inc. | $728 056 | 43 466 | 0,04% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $715 743 | 48 690 | 0,04% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $714 120 | 42 634 | 0,04% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $646 299 | 38 585 | 0,04% | Acciones |
| Mariner, LLC | $637 546 | 38 063 | 0,04% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $631 140 | 37 680 | 0,04% | Acciones |
| FIRST FOUNDATION ADVISORS | $597 138 | 35 650 | 0,03% | Acciones |
| Advisory Services Network, LLC | $558 529 | 33 345 | 0,03% | Acciones |
| Composition Wealth, LLC | $543 940 | 32 474 | 0,03% | Acciones |
| IMC-Chicago, LLC | $539 082 | 32 184 | 0,03% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $525 347 | 31 364 | 0,03% | Acciones |
| Bank of New York Mellon Corp | $520 272 | 31 061 | 0,03% | Acciones |
| WELLS FARGO & COMPANY/MN | $512 249 | 30 582 | 0,03% | Acciones |
| MOODY NATIONAL BANK TRUST DIVISION | $445 332 | 26 587 | 0,03% | Acciones |
| Aquatic Capital Management LLC | $444 428 | 26 533 | 0,03% | Acciones |
| SIMPLEX TRADING, LLC | $437 711 | 26 132 | 0,02% | Acciones |
| Vident Advisory, LLC | $430 190 | 25 683 | 0,02% | Acciones |
| Woodline Partners LP | $418 750 | 25 000 | 0,02% | Acciones |
| LPL Financial LLC | $413 373 | 24 679 | 0,02% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $403 223 | 24 073 | 0,02% | Acciones |
| Sowell Financial Services LLC | $365 602 | 21 827 | 0,02% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $358 886 | 21 426 | 0,02% | Acciones |
| Green Alpha Advisors, LLC | $357 546 | 21 346 | 0,02% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $356 021 | 21 255 | 0,02% | Acciones |
| MetLife Investment Management, LLC | $312 270 | 18 643 | 0,02% | Acciones |
| SummitTX Capital, L.P. | $307 564 | 18 362 | 0,02% | Acciones |
| Wealthfront Advisers LLC | $300 797 | 17 958 | 0,02% | Acciones |
| Renaissance Capital LLC | $282 589 | 16 871 | 0,02% | Acciones |
| Pathstone Holdings, LLC | $277 484 | 16 500 | 0,02% | Acciones |
| State of Wyoming | $275 320 | 16 437 | 0,02% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $273 002 | 15 415 | 0,02% | Acciones |
| Evercore Wealth Management, LLC | $262 824 | 15 691 | 0,01% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $261 300 | 15 600 | 0,01% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $252 540 | 15 077 | 0,01% | Acciones |
| ARIZONA STATE RETIREMENT SYSTEM | $250 530 | 14 957 | 0,01% | Acciones |
| Cresset Asset Management, LLC | $246 543 | 14 719 | 0,01% | Acciones |
| MORGAN STANLEY | $246 342 | 14 707 | 0,01% | Acciones |
| J. Derek Lewis & Associates Inc. | $244 550 | 14 600 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $237 135 | 14 157 | 0,01% | Acciones |
Informantes de la empresa 13 insiders · 6 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Kyle Clark | President and Chief Executive Officer | 18 de agosto de 2026 S | 5 319 141 | 0 | 27 | $-8 787 488 |
| Herman Cueto | CHIEF FINANCIAL OFFICER | 14 de abril de 2026 A | 109 051 | 1 | 0 | $141 678 |
| Sean Donovan | CHIEF OPERATING OFFICER | 14 de abril de 2026 A | 195 203 | 0 | 0 | $0 |
| Mark William Hunter | CHIEF ACCOUNTING OFFICER | 14 de abril de 2026 A | 14 725 | 1 | 0 | $19 992 |
| David Lawrence Churchill | CHIEF TECHNOLOGY OFFICER | 14 de abril de 2026 A | 3 640 | 1 | 0 | $51 000 |
| Brian Dunkiel | Chief Legal Officer, Vice President and Secretary | 14 de abril de 2026 A | 141 925 | 1 | 0 | $51 000 |
| Michael Robert Stone | Consejero | 11 de junio de 2026 A | 8 213 | 0 | 0 | $0 |
| James Mcconville | Consejero | 11 de junio de 2026 A | 9 213 | 1 | 0 | $34 000 |
| John S. Slattery | Consejero | 11 de junio de 2026 A | 274 658 | 0 | 0 | $0 |
| Martine A Rothblatt | Consejero | 11 de junio de 2026 A | 8 213 | 0 | 0 | $0 |
| DAVIS CHARLES A /NJ/ | Consejero | 11 de junio de 2026 A | 8 213 | 1 | 0 | $97 000 017 |
| John E Abele | Consejero | 11 de junio de 2026 A | 8 213 | 0 | 0 | $0 |
| Dean Kamen | Consejero | 30 de enero de 2026 A | 51 071 | 1 | 0 | $1 700 000 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| General Electric Company | 10 de noviembre de 2025 | 9,20% | Presentación inicial | — | 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.
Propiedad de ETFs Mantenido por 30 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 |
|---|---|---|---|---|
| PBW · Invesco Exchange-Traded Fund Trust | 2,57% | 499 218 SH | 8 de agosto de 2026 | Diario |
| FBOT · Fidelity Covington Trust | 0,12% | 14 300 NS | 31 de mayo de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,09% | 4 612 NS | 30 de abril de 2026 | N-PORT |
| ITA · iShares Trust | 0,05% | 317 750 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,03% | 213 198 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 20 865 SH | 8 de agosto de 2026 | Diario |
| DFEN · Direxion Shares ETF Trust | 0,03% | 6 727 NS | 30 de abril de 2026 | N-PORT |
| ISCG · iShares Trust | 0,03% | 11 152 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,02% | 860 609 SH | 8 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 584 673 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 194 876 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,02% | 1 565 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,01% | 90 868 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,01% | 1 586 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,01% | 3 481 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 146 096 NS | 31 de mayo de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,01% | 85 219 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 362 189 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,01% | 1 015 962 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 10 601 SH | 8 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,01% | 65 878 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 1 224 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 1 238 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 6 595 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 31 NS | 31 de mayo de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 11 638 SH | 8 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 49 466 SH | 8 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 17 000 NS | 31 de mayo de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 419 170 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 822 SH | 8 de agosto de 2026 | Diario |