CIA Citizens, Inc. Class A Common Stock ($1.00 Par)
$3,88
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$4–$7
11% of range
Calificación del Analista
STRONG BUY
5 analysts
Precio Objetivo
$5
+29% upside
P/E (TTM)
—
ROE
6.3%
Margen de Beneficio Neto
5.7%
CIA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$3.88
Capitalización Bursátil
—
P/E (TTM)
—
BPA (TTM)
—
Ingresos (TTM)
$256M
Rendimiento div.
—
ROE
6.3%
Deuda/Capital
—
Rango 52S
$4 – $7
CIA 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
$256M
2019-12-31
→
2025-12-31
BPA
—
Flujo de caja libre
$18M
2019-12-31
→
2025-12-31
Márgenes
5.7%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
CIA
Mediana de Pares
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
CIA
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
5.7%
5.0%
ROA
0.85%
0.52%
ROE
6.3%
8.8%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
CIA
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
CIA
Mediana de Pares
Revenue YoY (Ingresos interanuales)
4.3%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
3.2%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
1.4%
—
Net Income YoY (Beneficio Neto interanual)
-2.1%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
CIA
Mediana de Pares
CIA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
5 analistas
- Compra fuerte 2 40,0%
- Compra 2 40,0%
- Mantener 1 20,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
1 analistas · 2026-08-17
Mín
$5.00
Máx
$5.00
Objetivo mediano
$5.00
+29,0%
Objetivo medio
$5.00
+29,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.01%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $-0.01 | $0.07 | -0.08% |
| 31 de marzo de 2026 | $0.03 | $0.05 | -0.02% |
| 31 de diciembre de 2025 | $0.14 | $0.08 | 0.06% |
| 30 de septiembre de 2025 | $0.04 | $0.06 | -0.02% |
| 30 de junio de 2025 | $0.13 | $0.04 | 0.09% |
| 31 de marzo de 2025 | $-0.03 | $0.05 | -0.08% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CIA | — | — | 4.3% | 5.7% | 6.3% | — |
| BHF | — | — | — | — | — | — |
| MET | $51.73B | 16.8 | 8.6% | 4.4% | 12.1% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $256M | $245M | $241M | $233M | $251M | $239M | $251M | $244M | $253M | $245M | $236M | $230M | |
| Pretax Income | $17M | $15M | $26M | $27M | $31M | $-12M | $6M | $2M | $-3M | $5M | $-2M | $-2M | |
| Income Tax | $3M | $68.0K | $2M | $1M | $-42M | $-1M | $7M | $13M | $35M | $4M | $1M | $4M | |
| Net Income | $15M | $15M | $24M | $26M | $73M | $-11M | $-1M | $-11M | $-38M | $2M | $-3M | $-6M | |
| Shares (Basic) | · | · | 49,696,000 | 50,139,000 | 49,972,000 | 50,402,000 | 50,216,000 | 50,082,000 | 50,082,000 | 50,082,000 | 50,082,000 | 50,082,000 | |
| Shares (Diluted) | · | · | 50,681,000 | 50,867,000 | 50,645,000 | 50,940,000 | 50,349,000 | 50,141,000 | 50,082,000 | 50,082,000 | · | · |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $23M | $29M | $27M | $23M | $27M | $34M | $46M | $45M | $46M | $36M | $83M | $51M | |
| Short-term Investments | · | · | · | $1M | $0 | · | · | · | · | · | · | · | |
| PP&E (Net) | $10M | $11M | $12M | $13M | $14M | $16M | $6M | $6M | $7M | $8M | $6M | $6M | |
| PP&E (Gross) | $19M | $19M | $22M | $23M | $23M | $25M | $14M | $13M | $15M | $23M | $21M | $21M | |
| Accum. Depreciation | $9M | $9M | $10M | $10M | $9M | $9M | $9M | $7M | $9M | $16M | $15M | $14M | |
| Goodwill | · | · | · | · | · | · | $13M | $13M | $13M | $17M | $17M | $17M | |
| Total Assets | $1.75B | $1.69B | $1.67B | $1.59B | $1.85B | $1.84B | $1.74B | $1.62B | $1.64B | $1.58B | $1.48B | $1.42B | |
| Deferred Tax | $6M | $3M | $1M | $4M | $15M | $10M | $12M | · | · | · | · | $-66M | |
| Total Liabilities | $1.52B | $1.47B | $1.50B | $1.46B | $1.53B | $1.54B | $1.49B | $1.43B | $1.42B | $1.33B | $1.23B | $1.16B | |
| Retained Earnings | $72M | $57M | $42M | $16M | $-46M | $-82M | $-71M | $-70M | $-54M | $-16M | $-18M | $-19M | |
| Treasury Stock | $24M | $24M | $24M | $23M | $20M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | |
| AOCI | $-88M | $-96M | $-118M | $-137M | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $235M | $210M | $172M | $128M | $100M | $301M | $260M | $188M | $224M | $249M | $247M | $262M | |
| Liabilities + Equity | $1.75B | $1.69B | $1.67B | $1.59B | $1.85B | $1.84B | $1.74B | $1.62B | $1.64B | $1.58B | $1.48B | $1.42B |
Flujo de Efectivo 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $1M | $-2M | $860.0K | $2M | $2M | $-402.0K | $2M | $63M | $-21M | $10M | $-4M | $79M | |
| Operating Cash Flow | $18M | $32M | $22M | $57M | $40M | $49M | $72M | $85M | $93M | $102M | $87M | $98M | |
| CapEx | $447.0K | $663.0K | $442.0K | $100.0K | $1M | $221.0K | $511.0K | $724.0K | $1M | $2M | $590.0K | $481.0K | |
| Investing Cash Flow | $-20M | $-27M | $-14M | $-61M | $-41M | $-62M | $-69M | $-85M | $-85M | $-152M | $-58M | $-104M | |
| Stock Issued | · | · | $0 | $2M | $2M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | · | · | $0 | $2M | $2M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-5M | $-2M | $-4M | $-499.0K | $-6M | $904.0K | $-2M | $-58.0K | $3M | $2M | $3M | $2M | |
| Net Change in Cash | $-6M | $2M | $4M | $-4M | $-7M | $-12M | $713.0K | $-572.0K | $11M | $-47M | $32M | $-4M | |
| Taxes Paid | $2M | $500.0K | $2M | $300.0K | $1M | $0 | $2M | $3M | $3M | $4M | $5M | $5M | |
| Free Cash Flow | $18M | $31M | $22M | $57M | $39M | $49M | $72M | $84M | $92M | $100M | $87M | $97M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 5.7% | 6.1% | 10.2% | -2.9% | 14.7% | -4.6% | -0.55% | -4.5% | -15.1% | 0.80% | -1.5% | -2.8% | |
| Pretax Margin | 6.8% | 6.1% | 10.9% | -3.0% | -2.7% | -5.2% | 2.3% | 0.82% | -1.2% | 2.2% | -1.1% | -1.2% | |
| ROA | 0.85% | 0.87% | 1.5% | -0.39% | 2.0% | -0.61% | -0.08% | -0.68% | -2.4% | 0.13% | -0.25% | -0.49% | |
| ROE | 6.3% | 7.1% | 15.0% | -11.8% | 12.6% | -3.7% | -0.53% | -5.9% | -15.6% | 0.79% | -1.4% | -2.6% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 |
Tasas de Crecimiento 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.3% | 1.8% | 3.5% | -7.2% | 4.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.2% | -0.74% | 0.25% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -2.1% | -39.0% | -6.0% | -64.2% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -17.5% | -41.0% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $256M | $245M | $241M | $233M | $251M | $239M | $251M | $244M | $253M | $245M | $236M | $230M | |
| Net Income TTM | $15M | $15M | $24M | $26M | $73M | $-11M | $-1M | $-11M | $-38M | $2M | $-3M | $-6M |
Estado de resultados 4
| Métrica | Tendencia | 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 | $60M | $60M | $72M | $63M | $65M | $56M | $63M | $62M | $62M | $58M | $67M | $59M | $59M | $56M | $67M | $56M | |
| Pretax Income | $-529.0K | $2M | $8M | $4M | $7M | $-2M | $4M | $3M | $3M | $5M | $9M | $5M | $6M | $7M | $11M | $5M | |
| Income Tax | $-104.0K | $106.0K | $526.0K | $2M | $455.0K | $-164.0K | $95.0K | $247.0K | $-657.0K | $383.0K | $-2M | $2M | $-82.0K | $2M | $-2M | $1M | |
| Net Income | $-425.0K | $2M | $7M | $2M | $6M | $-2M | $4M | $3M | $4M | $5M | $11M | $3M | $6M | $5M | $14M | $3M |
Balance general 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17M | $19M | $23M | $23M | $23M | $18M | $29M | $32M | $26M | $23M | $27M | $17M | $21M | $19M | $23M | $21M | |
| PP&E (Net) | $9M | $10M | $10M | $10M | $10M | $10M | $11M | $11M | $11M | $11M | $12M | $12M | $12M | $13M | $13M | $13M | |
| PP&E (Gross) | · | · | $19M | · | · | · | $19M | · | · | · | $22M | · | · | · | $23M | · | |
| Accum. Depreciation | · | · | $9M | · | · | · | $9M | · | · | · | $10M | · | · | · | $10M | · | |
| Total Assets | $1.75B | $1.74B | $1.75B | $1.74B | $1.71B | $1.70B | $1.69B | $1.74B | $1.66B | $1.67B | $1.67B | $1.56B | $1.62B | $1.64B | $1.59B | $1.54B | |
| Deferred Tax | $5M | $6M | $6M | $5M | $5M | $4M | $3M | $2M | $2M | $4M | $1M | $2M | $5M | $6M | $4M | $0 | |
| Total Liabilities | $1.52B | $1.50B | $1.52B | $1.52B | $1.48B | $1.48B | $1.47B | $1.53B | $1.47B | $1.47B | $1.50B | $1.41B | $1.48B | $1.48B | $1.46B | $1.56B | |
| Retained Earnings | $73M | $74M | $72M | $64M | $62M | $55M | $57M | $53M | $51M | $47M | $42M | $31M | $27M | $21M | $16M | $-56M | |
| Treasury Stock | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $23M | $23M | $22M | |
| AOCI | $-91M | $-87M | $-88M | $-89M | $-84M | $-87M | $-96M | $-95M | $-108M | $-100M | $-118M | $-127M | $-128M | $-115M | $-137M | · | |
| Stockholders' Equity | $235M | $239M | $235M | $226M | $229M | $218M | $210M | $208M | $191M | $195M | $172M | $153M | $147M | $154M | $128M | $-14M | |
| Liabilities + Equity | $1.75B | $1.74B | $1.75B | $1.74B | $1.71B | $1.70B | $1.69B | $1.74B | $1.66B | $1.67B | $1.67B | $1.56B | $1.62B | $1.64B | $1.59B | $1.54B |
Flujo de Efectivo 8
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $2M | $-323.0K | $9M | $5M | $3M | $748.0K | $11M | $10M | $5M | $7M | $7M | $3M | $5M | $7M | $17M | $17M | |
| CapEx | $35.0K | $326.0K | $104.0K | $60.0K | $176.0K | $107.0K | $102.0K | $372.0K | $131.0K | $58.0K | $150.0K | $208.0K | $11.0K | $73.0K | $24.0K | $25.0K | |
| Investing Cash Flow | $-3M | $-3M | $-9M | $-5M | $5M | $-11M | $-14M | $-3M | $-735.0K | $-9M | $4M | $-7M | $-885.0K | $-11M | $-15M | $-18M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Financing Cash Flow | $-603.0K | $-705.0K | $-733.0K | $307.0K | $-4M | $-231.0K | $-98.0K | $-545.0K | $-751.0K | $-1M | $-375.0K | $-815.0K | $-2M | $-377.0K | $-586.0K | $-593.0K | |
| Net Change in Cash | $-2M | $-4M | $-147.0K | $452.0K | $4M | $-11M | $-3M | $6M | $3M | $-4M | $10M | $-4M | $2M | $-4M | $2M | $-1M | |
| Free Cash Flow | · | $-649.0K | · | · | · | $641.0K | · | · | · | $7M | · | · | · | $7M | · | · |
Rentabilidad 4
| Métrica | Tendencia | 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 | -0.70% | 3.8% | · | 3.9% | 9.9% | -2.9% | · | 4.5% | 6.4% | 7.9% | · | 4.5% | 10.5% | 8.7% | · | -9.1% | |
| Pretax Margin | -0.88% | 4.0% | · | 7.1% | 10.6% | -3.2% | · | 4.9% | 5.3% | 8.5% | · | 7.8% | 10.3% | 12.0% | · | -8.5% | |
| ROA | -0.02% | 0.13% | · | 0.14% | 0.38% | -0.10% | · | 0.17% | 0.24% | 0.27% | · | 0.17% | 0.38% | 0.29% | · | -0.30% | |
| ROE | -0.18% | 0.99% | · | 1.1% | 3.1% | -0.79% | · | 1.6% | 2.3% | 2.6% | · | 3.9% | 5.5% | 2.8% | · | -4.1% |
Eficiencia 1
| Métrica | Tendencia | 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 |
Valoración (TTM) 2
| Métrica | Tendencia | 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 | $255M | $260M | · | $247M | $246M | $243M | · | $248M | $246M | $242M | · | $241M | $238M | $233M | · | $235M | |
| Net Income TTM | $12M | $18M | · | $11M | $11M | $9M | · | $22M | $22M | $24M | · | $27M | $28M | $24M | · | $50M |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Ingresos | $256M | $245M | — | — | — |
| Beneficio neto | $15M | $15M | — | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $18M | $31M | — | — | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 85 declarantes · $59.5M 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 |
|---|---|---|---|---|
| 19 (+9 vs trimestre anterior) | 3 (-1 vs trimestre anterior) | 29 (+8 vs trimestre anterior) | 14 (-4 vs trimestre anterior) | +3.1M |
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 |
|---|---|---|---|---|
| CONTINENTAL GENERAL INSURANCE CO | $15 199 049 | 2 647 918 | 25,53% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $11 394 755 | 1 985 149 | 19,14% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $5 439 534 | 947 391 | 9,14% | Acciones |
| STATE STREET CORP | $3 832 632 | 667 706 | 6,44% | Acciones |
| First Eagle Investment Management, LLC | $3 352 447 | 584 050 | 5,63% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2 942 944 | 512 708 | 4,94% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 765 079 | 307 505 | 2,96% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 749 586 | 304 806 | 2,94% | Acciones |
| Empowered Funds, LLC | $1 473 900 | 256 777 | 2,48% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $1 461 037 | 254 536 | 2,45% | Acciones |
| VANGUARD GROUP INC | $1 396 512 | 289 133 | 2,35% | Acciones |
| UBS Group AG | $1 340 807 | 233 590 | 2,25% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $932 142 | 162 394 | 1,57% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $753 392 | 131 253 | 1,27% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $511 428 | 89 099 | 0,86% | Acciones |
| GOLDMAN SACHS GROUP INC | $444 442 | 77 429 | 0,75% | Acciones |
| CITADEL ADVISORS LLC | $410 410 | 71 500 | 0,69% | Opción de venta |
| Squarepoint Ops LLC | $381 457 | 66 456 | 0,64% | Acciones |
| HighTower Advisors, LLC | $358 750 | 62 500 | 0,60% | Acciones |
| Nuveen, LLC | $351 196 | 61 184 | 0,59% | Acciones |
| Bank of New York Mellon Corp | $318 329 | 55 458 | 0,53% | Acciones |
| BARCLAYS PLC | $255 597 | 44 529 | 0,43% | Acciones |
| DEUTSCHE BANK AG\ | $224 026 | 39 029 | 0,38% | Acciones |
| RHUMBLINE ADVISERS | $209 044 | 36 420 | 0,35% | Acciones |
| BANK OF AMERICA CORP /DE/ | $200 280 | 34 892 | 0,34% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $181 958 | 31 700 | 0,31% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $156 702 | 27 300 | 0,26% | Opción de venta |
| BlackRock, Inc. | $151 329 | 26 364 | 0,25% | Acciones |
| Russell Investments Group, Ltd. | $150 037 | 26 139 | 0,25% | Acciones |
| MetLife Investment Management, LLC | $147 065 | 25 621 | 0,25% | Acciones |
| Metis Global Partners, LLC | $138 294 | 24 093 | 0,23% | Acciones |
| Marietta Wealth Management, LLC | $136 578 | 23 794 | 0,23% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $121 527 | 21 172 | 0,20% | Acciones |
| JPMORGAN CHASE & CO | $117 791 | 19 060 | 0,20% | Acciones |
| CITIGROUP INC | $106 408 | 18 538 | 0,18% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $103 079 | 17 958 | 0,17% | Acciones |
| FRANKLIN RESOURCES INC | $100 335 | 17 480 | 0,17% | Acciones |
| Invesco Ltd. | $98 401 | 17 143 | 0,17% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $98 016 | 17 076 | 0,16% | Acciones |
| LPL Financial LLC | $94 067 | 16 388 | 0,16% | Acciones |
| Vanguard Global Advisers, LLC | $89 647 | 15 618 | 0,15% | Acciones |
| Brandywine Global Investment Management, LLC | $84 428 | 17 480 | 0,14% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $78 810 | 13 730 | 0,13% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $64 384 | 12 800 | 0,11% | Acciones |
| CITADEL ADVISORS LLC | $63 714 | 11 100 | 0,11% | Opción de compra |
| INTECH INVESTMENT MANAGEMENT LLC | $63 502 | 11 063 | 0,11% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $63 479 | 11 059 | 0,11% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $60 391 | 10 521 | 0,10% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $59 914 | 10 438 | 0,10% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $56 826 | 9 900 | 0,10% | Acciones |
| NORTHERN TRUST CORP | $41 334 | 7 201 | 0,07% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $37 379 | 6 512 | 0,06% | Acciones |
| Tower Research Capital LLC (TRC) | $36 415 | 6 344 | 0,06% | Acciones |
| Ameritas Investment Partners, Inc. | $26 502 | 4 617 | 0,04% | Acciones |
| Legal & General Group Plc | $23 500 | 4 094 | 0,04% | Acciones |
| MORGAN STANLEY | $21 571 | 3 758 | 0,04% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12 308 | 2 447 | 0,02% | Acciones |
| Activest Wealth Management | $11 090 | 1 932 | 0,02% | Acciones |
| ROYAL BANK OF CANADA | $8 000 | 1 389 | 0,01% | Acciones |
| WELLS FARGO & COMPANY/MN | $5 464 | 952 | 0,01% | Acciones |
| Sterling Capital Management LLC | $5 321 | 927 | 0,01% | Acciones |
| FMR LLC | $3 214 | 560 | 0,01% | Acciones |
| Farther Finance Advisors, LLC | $2 399 | 418 | 0,00% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $2 072 | 361 | 0,00% | Acciones |
| OSAIC HOLDINGS, INC. | $1 687 | 294 | 0,00% | Acciones |
| CWM, LLC | $1 308 | 260 | 0,00% | Acciones |
| Rockefeller Capital Management L.P. | $913 | 159 | 0,00% | Acciones |
| UMB Bank, n.a. | $895 | 156 | 0,00% | Acciones |
| Financial Management Professionals, Inc. | $821 | 143 | 0,00% | Acciones |
| Arax Advisory Partners | $665 | 116 | 0,00% | Acciones |
| Merit Financial Group, LLC | $654 | 114 | 0,00% | Acciones |
| PNC Financial Services Group, Inc. | $597 | 104 | 0,00% | Acciones |
| PRICE T ROWE ASSOCIATES INC /MD/ | $520 | 90 568 | 0,00% | Acciones |
| GSA CAPITAL PARTNERS LLP | $186 | 32 479 | 0,00% | Acciones |
| Essential Partners LLC | $98 | 17 | 0,00% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $87 | 15 165 | 0,00% | Acciones |
| IFP Advisors, Inc | $75 | 13 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $52 | 9 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $51 | 9 | 0,00% | Acciones |
| Allworth Financial LP | $46 | 8 | 0,00% | Acciones |
| Clearstead Advisors, LLC | $35 | 6 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $29 | 5 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $6 | 1 | 0,00% | Acciones |
| Sunbelt Securities, Inc. | $5 | 1 | 0,00% | Acciones |
| Covestor Ltd | $0 | 14 | 0,00% | Acciones |
Informantes de la empresa 43 insiders · 20 directivos · 21 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Geoffrey Martin Kolander | CEO | 5 de agosto de 2020 M | 311 226 | 0 | 0 | $0 |
| Rick D Riley | Chairman & CEO | 13 de abril de 2016 P | 535 864 | 0 | 0 | $0 |
| Jeffery P. Conklin | CFO & Treasurer | 31 de marzo de 2025 A | 169 467 | 0 | 0 | $0 |
| Kay E Osbourn | Chief Financial Officer | 2 de abril de 2019 L | 9 135 | 0 | 0 | $0 |
| Thomas Frank Kopetic | VP, CFO & Treasurer | 29 de septiembre de 2008 S | 0 | 0 | 0 | $0 |
| OLIVER MARK A | President | 6 de febrero de 2007 L | 22 160 | 0 | 0 | $0 |
| Terry B Festervand | VP, COO | 15 de febrero de 2018 A | — | 0 | 0 | $0 |
| Paula L Guerrero | Chief Information Officer | 15 de agosto de 2026 M | 20 204 | 0 | 0 | $0 |
| Bryon Matthew Lewis | Chief Operations Officer | 15 de agosto de 2026 M | 12 767 | 0 | 0 | $0 |
| Harvey J. Waite | Chief Actuary | 26 de diciembre de 2025 L | 84 032 | 0 | 0 | $0 |
| Sheryl L Kinlaw | Chief Legal Officer | 28 de mayo de 2025 P | 69 289 | 0 | 0 | $0 |
| Robert M Mauldin III | VP, Chief Marketing Officer | 31 de marzo de 2025 M | 145 073 | 0 | 0 | $0 |
| James A. Eliasberg | Former VP, Chief Legal Officer | 7 de mayo de 2021 M | 46 939 | 0 | 0 | $0 |
| Chad M Mellon | VP, Chief Info. & Ser. Officer | 31 de enero de 2021 M | 326 | 0 | 0 | $0 |
| Amanda L Crews | Vice President, Operations | 5 de agosto de 2019 L | 127 | 0 | 0 | $0 |
| Gregory S. Broer | Vice President, Chief Actuary | 15 de febrero de 2018 A | — | 0 | 0 | $0 |
| David S Jorgensen | General Manager of Subsidiary | 2 de noviembre de 2017 P | 2 900 | 0 | 0 | $0 |
| Cheri D. Duncan | Corporate Secretary | 8 de septiembre de 2016 S | 0 | 0 | 0 | $0 |
| Randall H. Riley | VP, International Division | 25 de septiembre de 2015 S | 101 992 | 0 | 0 | $0 |
| Joshua G Arnold | Asst. VP/Investment Officer | 19 de septiembre de 2008 S | 0 | 0 | 0 | $0 |
| Sean Samuel Mclaughlin | Consejero | 17 de junio de 2026 A | — | 0 | 0 | $0 |
| HARWOOD MICHAEL PHILIP | Consejero | 17 de junio de 2026 A | 463 | 0 | 0 | $0 |
| Mary Taylor | Consejero | 17 de junio de 2026 A | 60 831 | 0 | 0 | $0 |
| Cynthia H Davis | Consejero | 17 de junio de 2026 A | 58 252 | 0 | 0 | $0 |
| Christopher W Claus | Consejero | 17 de junio de 2026 A | 84 405 | 0 | 0 | $0 |
| Peter M Carlson | Consejero | 17 de junio de 2026 A | 12 012 | 0 | 0 | $0 |
| Jerry Dodd Davis Jr. | Consejero | 30 de enero de 2026 L | 74 985 | 0 | 0 | $0 |
| James Keith Morgan | Consejero | 18 de junio de 2025 M | 94 182 | 0 | 0 | $0 |
| Terry Sam Maness | Consejero | 18 de junio de 2025 M | 48 164 | 0 | 0 | $0 |
| Gerald Shields | Consejero | 31 de marzo de 2025 M | 303 943 | 0 | 0 | $0 |
| Frank A Keating | Consejero | 6 de junio de 2024 M | 42 130 | 0 | 0 | $0 |
| Robert B Sloan JR | Consejero | 7 de junio de 2023 M | 62 542 | 0 | 0 | $0 |
| Errol Dean Gage | Consejero | 2 de junio de 2022 M | 8 393 | 0 | 0 | $0 |
| Grant Garland Teaff | Consejero | 15 de febrero de 2019 M | 21 668 | 0 | 0 | $0 |
| Steven F Shelton | Consejero | 15 de febrero de 2018 A | — | 0 | 0 | $0 |
| Dottie S. Riley | Consejero | 13 de enero de 2017 G | 419 936 | 0 | 0 | $0 |
| Harold E Riley | Consejero | 13 de enero de 2017 G | 419 936 | 0 | 0 | $0 |
| Richard C Scott | Consejero | 12 de mayo de 2010 S | 2 | 0 | 0 | $0 |
| Seth Alan Hoxworth | — | 11 de agosto de 2026 P | 11 194 | 1 | 0 | $20 590 |
| Jon Stenberg | — | 11 de agosto de 2026 P | 389 574 | 2 | 0 | $243 300 |
| Constance K Weaver | — | 1 de junio de 2021 M | 4 591 | 0 | 0 | $0 |
| Ray A Riley | — | 3 de enero de 2012 S | 151 798 | 0 | 0 | $0 |
| Larry E Carson | — | 15 de noviembre de 2011 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 7 tenencias
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 |
|---|---|---|---|---|---|
| Galindo, Arias & Lopez S.S. or, Gala Trust and Management Services, Inc., formerly known as Gala Management Services, Inc. S.S. or, GAMASE Insureds Trust S.S. or, Regal Trust (BVI) Ltd. S.S. or, CICA Policyholders Trust S.S. or ×6 presentaciones | 24 de diciembre de 2008 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 5 de marzo de 2008 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 13 de noviembre de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 23 de agosto de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 14 de junio de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 20 de marzo de 2007 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 13 de diciembre de 2006 | — | 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 37 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 |
|---|---|---|---|---|
| ISVL · iShares Trust | 0,15% | 196 788 SH | 8 de agosto de 2026 | Diario |
| PICK · iShares, Inc. | 0,06% | 569 255 SH | 8 de agosto de 2026 | Diario |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,06% | 84 324 SH | 8 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,05% | 156 897 SH | 8 de agosto de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 1 569 736 SH | 8 de agosto de 2026 | Diario |
| SCZ · iShares Trust | 0,03% | 1 500 076 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 44 788 NS | 31 de mayo de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 40 083 SH | 8 de agosto de 2026 | Diario |
| ISCF · iShares Trust | 0,02% | 53 274 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,01% | 464 307 SH | 8 de agosto de 2026 | Diario |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 431 649 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 264 636 SH | 8 de agosto de 2026 | Diario |
| IPAC · iShares Trust | 0,01% | 109 126 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,01% | 23 099 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 19 589 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 1 233 004 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,01% | 2 130 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 4 052 SH | 8 de agosto de 2026 | Diario |
| IDEV · iShares Trust | 0,01% | 648 847 SH | 8 de agosto de 2026 | Diario |
| IEFA · iShares Trust | 0,00% | 2 918 514 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,00% | 1 664 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 13 730 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 1 684 NS | 31 de mayo de 2026 | N-PORT |
| IXUS · iShares Trust | 0,00% | 561 816 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,00% | 48 245 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 40 091 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 42 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 4 015 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 520 022 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 418 858 SH | 8 de agosto de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 6 000 164 SH | 8 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 335 486 SH | 8 de agosto de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,00% | 4 082 714 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 786 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 24 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 24 NS | 30 de abril de 2026 | N-PORT |
| VSGX · VANGUARD WORLD FUND | 0,00% | 87 836 SH | 8 de agosto de 2026 | Diario |