GSBD Goldman Sachs BDC, Inc. Common Stock
$9,86
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$8–$12
47% of range
Calificación del Analista
HOLD
10 analysts
Precio Objetivo
$9
P/E (TTM)
9.6
ROE
8.1%
Margen de Beneficio Neto
—
GSBD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$9.86
Capitalización Bursátil
$1.11B
P/E (TTM)
9.6
BPA (TTM)
$1.03
Ingresos (TTM)
—
Rendimiento div.
—
ROE
8.1%
Deuda/Capital
—
Rango 52S
$8 – $12
GSBD 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
—
BPA
$1.03
2020-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
—
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
GSBD
Mediana de Pares
P/E (TTM)
9.6
13.9
P/B (P/C)
0.8
0.8
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
GSBD
Mediana de Pares
ROA
3.4%
2.6%
ROE
8.1%
6.7%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
GSBD
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
GSBD
Mediana de Pares
EPS YoY (EPS interanual)
87.3%
—
Net Income YoY (Beneficio Neto interanual)
89.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
GSBD
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 |
|---|---|
| 30 de junio de 2026 | $0,3200 |
| 31 de marzo de 2026 | $0,3200 |
| 9 de marzo de 2026 | $0,0300 |
| 31 de diciembre de 2025 | $0,3200 |
| 28 de noviembre de 2025 | $0,0400 |
| 30 de septiembre de 2025 | $0,4800 |
| 29 de agosto de 2025 | $0,0300 |
| 30 de junio de 2025 | $0,4800 |
| 30 de mayo de 2025 | $0,0500 |
| 31 de marzo de 2025 | $0,4800 |
| 31 de diciembre de 2024 | $0,4500 |
| 30 de septiembre de 2024 | $0,4500 |
| 28 de junio de 2024 | $0,4500 |
| 27 de marzo de 2024 | $0,4500 |
| 28 de diciembre de 2023 | $0,4500 |
| 28 de septiembre de 2023 | $0,4500 |
| 29 de junio de 2023 | $0,4500 |
| 30 de marzo de 2023 | $0,4500 |
| 29 de diciembre de 2022 | $0,4500 |
| 29 de septiembre de 2022 | $0,4500 |
GSBD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
10 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 5 50,0%
- Venta 3 30,0%
- Venta fuerte 2 20,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-13
Mediana
$8.75
Media
$8.94
Ahora
$9.86
Mín
$8.00
Máx
$10.25
Objetivo mediano
$8.75
-11,3%
Objetivo medio
$8.94
-9,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.00%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.38 | $0.32 | 0.06% |
| 31 de marzo de 2026 | $0.22 | $0.30 | -0.08% |
| 31 de diciembre de 2025 | $0.37 | $0.36 | 0.01% |
| 30 de septiembre de 2025 | $0.40 | $0.37 | 0.03% |
| 30 de junio de 2025 | $0.38 | $0.40 | -0.02% |
| 31 de marzo de 2025 | $0.42 | $0.44 | -0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| GSBD | $1.04B | 9.0 | — | — | 8.1% | — |
| WLTH | $1.30B | -11.4 | 18.2% | -11.5% | -12.0% | — |
| MSDL | $1.42B | 11.8 | — | — | 6.9% | — |
| OCSL | $1.15B | 33.5 | — | — | 2.3% | — |
| PSEC | $1.45B | -2.4 | — | — | -14.6% | — |
| VRTS | $1.09B | 8.2 | -6.0% | 15.9% | 14.8% | — |
| BBDC | $961M | 8.2 | — | — | 8.7% | — |
| RPC | — | 57.7 | 0.30% | 6.6% | 4.9% | — |
| KBDC | $974M | 8.6 | — | — | 8.3% | — |
| MFIC | $1.05B | — | — | — | 4.7% | — |
| BCSF | $902M | 9.1 | — | — | 8.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Expenses | $180M | $177M | $205M | $136M | $140M | $99M | |
| Income Tax | · | $5M | $5M | $4M | $1M | $1M | |
| Net Income | $119M | $63M | $196M | $55M | $192M | $176M | |
| EPS (Basic) | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 | $3.26 | |
| EPS (Diluted) | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 | $3.26 | |
| Shares (Basic) | 115,576,890 | 114,673,460 | 108,305,428 | 102,258,701 | 101,691,076 | 53,940,573 | |
| Shares (Diluted) | 115,576,890 | 114,673,460 | 108,305,428 | 102,258,701 | 101,691,076 | 53,940,573 |
Balance general 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $43M | $62M | $52M | $40M | $34M | · | |
| Total Assets | $3.38B | $3.60B | $3.52B | $3.59B | $3.55B | · | |
| Total Liabilities | $1.96B | $2.03B | $1.92B | $2.09B | $1.94B | · | |
| Long-term Debt | $1.87B | $1.93B | $1.83B | $2.01B | $1.86B | · | |
| Common Stock | $113.0K | $117.0K | $110.0K | $103.0K | $102.0K | · | |
| Retained Earnings | $-457M | $-374M | $-225M | $-206M | $-55M | $-5M | |
| Stockholders' Equity | $1.42B | $1.57B | $1.60B | $1.50B | $1.61B | $1.62B | |
| Liabilities + Equity | $3.38B | $3.60B | $3.52B | $3.59B | $3.55B | · | |
| Shares Outstanding | 112,569,067 | 117,297,222 | 109,563,525 | 102,850,589 | 101,818,811 | · |
Flujo de Efectivo 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $326M | $2M | $301M | $27M | $-30M | $166M | |
| Stock Issued | · | · | · | $14M | · | · | |
| Stock Repurchased | $52M | · | · | · | · | · | |
| Net Stock Activity | $-52M | · | · | $14M | · | · | |
| Financing Cash Flow | $-344M | $7M | $-288M | $-22M | $32M | $-143M | |
| Net Change in Cash | · | · | · | $6M | $2M | $23M |
Rentabilidad 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 3.4% | 1.8% | 5.5% | 1.5% | · | · | |
| ROE | 8.1% | 4.0% | 12.2% | 3.6% | · | · |
Tasas de Crecimiento 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | 87.3% | -69.6% | 235.2% | -71.4% | -42.0% | · | |
| EPS CAGR 3Y | 24.0% | -33.7% | -17.8% | · | · | · | |
| EPS CAGR 5Y | -20.6% | · | · | · | · | · | |
| Net Income YoY | 89.7% | -67.9% | 256.1% | -71.4% | 9.3% | · | |
| Net Income CAGR 3Y | 29.4% | -31.1% | 3.6% | · | · | · | |
| Net Income CAGR 5Y | -7.5% | · | · | · | · | · |
Valoración (TTM) 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $119M | $63M | $196M | $55M | $192M | $176M | |
| Market Cap | $1.04B | $1.42B | $1.61B | $1.41B | · | · | |
| P/E | 9.0 | 22.0 | 8.1 | 25.4 | 10.1 | 5.9 | |
| P/B | 0.7 | 0.9 | 1.0 | 0.9 | · | · | |
| P / Tangible Book | 0.7 | 0.9 | 1.0 | 0.9 | · | · | |
| P / Cash Flow | 3.2 | 577.7 | 5.3 | 51.4 | · | · | |
| Earnings Yield | 11.1% | 4.5% | 12.3% | 3.9% | 9.9% | 17.1% |
Estado de resultados 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Expenses | $41M | $53M | $45M | $46M | $46M | $41M | $40M | $50M | $46M | $47M | $61M | $33M | $31M | $33M | |
| Income Tax | · | · | $907.0K | $906.0K | $1M | $1M | $1M | $1M | $2M | $877.0K | $775.0K | $829.0K | $832.0K | $305.0K | |
| Net Income | $24M | $-14M | $25M | $39M | $32M | $37M | $-54M | $42M | $52M | $66M | $28M | $-8M | $19M | $38M | |
| EPS (Basic) | $0.21 | $-0.12 | $0.22 | $0.34 | $0.27 | $0.32 | $-0.47 | $0.39 | $0.47 | $0.60 | $0.27 | $-0.07 | $0.18 | $0.37 | |
| EPS (Diluted) | $0.21 | $-0.12 | $0.22 | $0.34 | $0.27 | $0.32 | $-0.47 | $0.39 | $0.47 | $0.60 | $0.27 | $-0.07 | $0.18 | $0.37 | |
| Shares (Basic) | 112,569,067 | 112,569,067 | 114,398,468 | 117,204,952 | 117,297,222 | 116,942,390 | 114,363,722 | 110,076,876 | 109,535,156 | 109,463,144 | 104,591,739 | 102,367,005 | 101,970,098 | 101,727,464 | |
| Shares (Diluted) | 112,569,067 | 112,569,067 | 114,398,468 | 117,204,952 | 117,297,222 | 116,942,390 | 114,363,722 | 110,076,876 | 109,535,156 | 109,463,144 | 104,591,739 | 102,367,005 | 101,970,098 | 101,727,464 |
Balance general 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $14M | $42M | $115M | $108M | $83M | $53M | $62M | $52M | $77M | $42M | $47M | $33M | · | · | |
| Total Assets | $3.29B | $3.34B | $3.39B | $3.41B | $3.50B | $3.55B | $3.63B | $3.55B | $3.56B | $3.64B | $3.61B | $3.71B | · | · | |
| Total Liabilities | $1.93B | $1.97B | $1.93B | $1.90B | $1.96B | $1.96B | $2.03B | $1.92B | $1.96B | $2.04B | $2.03B | $2.17B | · | · | |
| Long-term Debt | $1.85B | $1.90B | $1.84B | $1.80B | $1.87B | $1.88B | $1.94B | $1.83B | $1.88B | $1.96B | $1.94B | $2.10B | · | · | |
| Common Stock | $113.0K | $113.0K | $114.0K | $116.0K | $117.0K | $117.0K | $117.0K | $112.0K | $110.0K | $109.0K | $109.0K | $103.0K | · | · | |
| Retained Earnings | $-522M | $-510M | $-454M | $-421M | $-398M | $-355M | $-339M | $-233M | $-209M | $-211M | $-227M | $-142M | · | · | |
| Stockholders' Equity | $1.36B | $1.37B | $1.45B | $1.51B | $1.55B | $1.59B | $1.60B | $1.63B | $1.60B | $1.60B | $1.58B | $1.54B | · | · | |
| Liabilities + Equity | $3.29B | $3.34B | $3.39B | $3.41B | $3.50B | $3.55B | $3.63B | $3.55B | $3.56B | $3.64B | $3.61B | $3.71B | · | · | |
| Shares Outstanding | 112,569,067 | 112,569,067 | 114,113,096 | 116,250,039 | 117,297,222 | 117,161,940 | 116,744,389 | 112,103,346 | 109,563,525 | 109,463,144 | 109,463,144 | 102,778,441 | · | · |
Flujo de Efectivo 6
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $54M | $10M | $47M | $174M | $134M | $104M | $-122M | $7M | $160M | $26M | $32M | $-54M | $-95M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $11M | $2M | · | |
| Stock Repurchased | · | · | $26M | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | $11M | · | · | |
| Financing Cash Flow | $-81M | $-12M | $-40M | $-149M | $-113M | $-113M | $131M | $-7M | $-125M | $-31M | $-25M | $42M | $108M | · | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | $-5M | $8M | $-12M | $13M | · |
Rentabilidad 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 0.71% | -0.40% | 0.71% | 1.1% | 0.89% | 1.0% | -1.5% | 1.2% | 1.4% | 3.6% | 1.6% | -0.40% | · | · | |
| ROE | 1.7% | -0.93% | 1.6% | 2.5% | 2.0% | 2.3% | -3.4% | 2.6% | 3.3% | 8.2% | 3.5% | -0.97% | · | · |
Valoración (TTM) 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $74M | $82M | $133M | $54M | $57M | $77M | $105M | $188M | $138M | $105M | $79M | $89M | · | · | |
| Market Cap | $1.07B | $1000M | $1.16B | $1.31B | $1.36B | $1.61B | $1.75B | $1.68B | $1.60B | $1.52B | $1.49B | $1.49B | · | · | |
| P/E | 14.6 | 12.5 | 8.8 | 24.5 | 22.8 | 19.4 | 15.2 | 8.7 | 11.5 | 14.1 | 17.7 | 16.6 | · | · | |
| P/B | 0.8 | 0.7 | 0.8 | 0.9 | 0.9 | 1.0 | 1.1 | 1.0 | 1.0 | 1.0 | 0.9 | 1.0 | · | · | |
| P / Tangible Book | 0.8 | 0.7 | 0.8 | 0.9 | 0.9 | 1.0 | 1.1 | 1.0 | 1.0 | 1.0 | 0.9 | 1.0 | · | · | |
| P / Cash Flow | · | 95.8 | · | · | 10.2 | · | · | 238.6 | · | · | 46.3 | · | · | · | |
| Earnings Yield | 6.9% | 8.0% | 11.3% | 4.1% | 4.4% | 5.2% | 6.6% | 11.6% | 8.7% | 7.1% | 5.6% | 6.0% | · | · |
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 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Beneficio neto | $119M | $63M | $196M | $55M | $192M |
| EPS Diluido | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 217 declarantes · $328.1M 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 |
|---|---|---|---|---|
| 37 (+1 vs trimestre anterior) | 28 (-13 vs trimestre anterior) | 60 (+13 vs trimestre anterior) | 51 (-19 vs trimestre anterior) | +8.1M |
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 |
|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | $49 093 488 | 5 178 638 | 14,96% | Acciones |
| Generali Asset Management SPA SGR | $31 227 329 | 3 294 022 | 9,52% | Acciones |
| ARES MANAGEMENT LLC | $29 835 939 | 3 147 251 | 9,09% | Acciones |
| Lunate Capital Ltd | $20 783 876 | 2 192 392 | 6,33% | Acciones |
| VAN ECK ASSOCIATES CORP | $20 256 674 | 2 136 780 | 6,17% | Acciones |
| Lalia Capital, LLC | $11 313 489 | 1 193 406 | 3,45% | Acciones |
| Legal & General Group Plc | $8 880 826 | 939 770 | 2,71% | Acciones |
| Muzinich & Co., Inc. | $8 095 370 | 853 942 | 2,47% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $6 652 903 | 701 783 | 2,03% | Acciones |
| Cetera Investment Advisers | $6 600 997 | 696 308 | 2,01% | Acciones |
| GOLDMAN SACHS GROUP INC | $6 533 711 | 689 210 | 1,99% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $5 924 716 | 624 970 | 1,81% | Acciones |
| Columbus Macro, LLC | $5 876 187 | 619 851 | 1,79% | Acciones |
| Union Bancaire Privee, UBP SA | $5 686 944 | 3 713 | 1,73% | Acciones |
| OSAIC HOLDINGS, INC. | $5 314 260 | 560 573 | 1,62% | Acciones |
| Coppell Advisory Solutions LLC | $5 074 107 | 446 | 1,55% | Acciones |
| AMERICAN FINANCIAL GROUP INC | $4 802 208 | 506 562 | 1,46% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $4 715 760 | 497 443 | 1,44% | Acciones |
| BlackRock, Inc. | $4 100 726 | 432 566 | 1,25% | Acciones |
| TRANSCEND CAPITAL ADVISORS, LLC | $3 383 975 | 356 959 | 1,03% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 115 431 | 328 632 | 0,95% | Acciones |
| GraniteShares Advisors LLC | $2 756 670 | 290 788 | 0,84% | Acciones |
| Naviter Wealth, LLC | $2 483 197 | 253 413 | 0,76% | Acciones |
| Callodine Capital Management, LP | $2 370 000 | 250 000 | 0,72% | Acciones |
| Russell Investments Group, Ltd. | $2 233 336 | 235 584 | 0,68% | Acciones |
| Adams Asset Advisors, LLC | $2 157 136 | 227 546 | 0,66% | Acciones |
| Privium Fund Management (UK) Ltd | $2 097 360 | 216 000 | 0,64% | Acciones |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1 922 164 | 202 760 | 0,59% | Acciones |
| Significant Wealth Partners LLC | $1 870 243 | 197 283 | 0,57% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 636 661 | 173 144 | 0,50% | Acciones |
| STATE STREET CORP | $1 608 366 | 164 155 | 0,49% | Acciones |
| Quadrant Private Wealth Management, LLC | $1 570 281 | 160 233 | 0,48% | Acciones |
| LPL Financial LLC | $1 433 892 | 151 254 | 0,44% | Acciones |
| Stiles Financial Services Inc | $1 401 573 | 147 845 | 0,43% | Acciones |
| Advisors Asset Management, Inc. | $1 348 908 | 111 480 | 0,41% | Acciones |
| SAXON INTERESTS, INC. | $1 347 443 | 142 135 | 0,41% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 336 509 | 140 982 | 0,41% | Acciones |
| LOOMIS SAYLES & CO L P | $1 327 200 | 140 000 | 0,40% | Acciones |
| CITADEL ADVISORS LLC | $1 301 670 | 137 307 | 0,40% | Acciones |
| Capital Market Strategies LLC | $1 282 500 | 114 000 | 0,39% | Acciones |
| NORDEN GROUP LLC | $1 276 938 | 134 698 | 0,39% | Acciones |
| Lido Advisors, LLC | $1 176 260 | 120 200 | 0,36% | Acciones |
| J.W. COLE ADVISORS, INC. | $1 143 821 | 120 656 | 0,35% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 109 848 | 117 073 | 0,34% | Acciones |
| Ethos Financial Group, LLC | $1 086 194 | 120 283 | 0,33% | Acciones |
| Global Wealth Management Investment Advisory, Inc. | $1 064 576 | 112 297 | 0,32% | Acciones |
| Corient Private Wealth LP | $1 025 370 | 108 144 | 0,31% | Acciones |
| DENALI ADVISORS LLC | $1 001 847 | 105 680 | 0,31% | Acciones |
| United Advisor Group, LLC | $957 129 | 100 963 | 0,29% | Acciones |
| Garde Capital, Inc. | $920 575 | 97 107 | 0,28% | Acciones |
| HB Wealth Management, LLC | $918 286 | 96 865 | 0,28% | Acciones |
| Stratos Wealth Partners, LTD. | $890 620 | 93 947 | 0,27% | Acciones |
| Creative Planning | $860 374 | 90 757 | 0,26% | Acciones |
| XTX Topco Ltd | $837 274 | 88 320 | 0,26% | Acciones |
| STEEL GROVE CAPITAL ADVISORS, LLC | $815 744 | 86 049 | 0,25% | Acciones |
| HighTower Advisors, LLC | $780 392 | 82 320 | 0,24% | Acciones |
| Cordoba Advisory Partners LLC | $779 551 | 79 546 | 0,24% | Acciones |
| Meridian Wealth Management, LLC | $749 652 | 79 077 | 0,23% | Acciones |
| Arax Advisory Partners | $746 628 | 78 758 | 0,23% | Acciones |
| Icon Wealth Advisors, LLC | $706 159 | 74 489 | 0,22% | Acciones |
| OLYMPUS WEALTH MANAGEMENT, LLC | $701 190 | 62 328 | 0,21% | Acciones |
| FreeGulliver LLC | $688 836 | 72 662 | 0,21% | Acciones |
| TT Capital Management LLC | $681 138 | 71 850 | 0,21% | Acciones |
| Virtus Investment Advisers, LLC | $642 242 | 67 747 | 0,20% | Acciones |
| PFG Investments, LLC | $639 008 | 67 406 | 0,19% | Acciones |
| GUGGENHEIM CAPITAL LLC | $619 366 | 65 334 | 0,19% | Acciones |
| Argentarii, LLC | $611 100 | 63 000 | 0,19% | Acciones |
| BLAIR WILLIAM & CO/IL | $609 374 | 64 280 | 0,19% | Acciones |
| All Terrain Financial Advisors, LLC | $601 923 | 63 494 | 0,18% | Acciones |
| Texas Yale Capital Corp. | $599 231 | 63 210 | 0,18% | Acciones |
| BROWN ADVISORY INC | $599 127 | 63 199 | 0,18% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $586 812 | 61 900 | 0,18% | Opción de compra |
| CIDEL ASSET MANAGEMENT INC | $570 700 | 60 200 | 0,17% | Acciones |
| Invesco Ltd. | $559 320 | 59 000 | 0,17% | Acciones |
| U.S. Capital Wealth Advisors, LLC | $479 313 | 53 977 | 0,15% | Acciones |
| Almitas Capital LLC | $474 000 | 50 000 | 0,14% | Acciones |
| Delphi Financial Group, Inc. | $447 238 | 47 177 | 0,14% | Acciones |
| Garner Asset Management Corp | $427 028 | 45 045 | 0,13% | Acciones |
| AXXCESS WEALTH MANAGEMENT, LLC | $419 841 | 44 287 | 0,13% | Acciones |
| Founders Financial Alliance, LLC | $411 983 | 43 458 | 0,13% | Acciones |
| Closed-End Fund Advisors, Inc. | $395 714 | 41 742 | 0,12% | Acciones |
| BluePointe Capital Management, LLC | $390 062 | 32 210 | 0,12% | Acciones |
| Autumn Glory Partners, LLC | $388 140 | 40 943 | 0,12% | Acciones |
| Jefferies Financial Group Inc. | $372 517 | 39 295 | 0,11% | Acciones |
| Cohen Capital Management, Inc. | $366 820 | 38 694 | 0,11% | Acciones |
| Kendall Capital Management | $366 639 | 38 675 | 0,11% | Acciones |
| Black Maple Capital Management LP | $355 500 | 37 500 | 0,11% | Acciones |
| WEALTH ALLIANCE, LLC | $341 621 | 36 036 | 0,10% | Acciones |
| Ascent Capital Management, LLC | $328 796 | 32 330 | 0,10% | Acciones |
| MAS Advisors LLC | $328 368 | 32 288 | 0,10% | Acciones |
| Tyche Wealth Partners LLC | $323 268 | 34 100 | 0,10% | Acciones |
| UBS Group AG | $322 301 | 33 998 | 0,10% | Acciones |
| Investment Partners Asset Management, Inc. | $319 704 | 33 724 | 0,10% | Acciones |
| Crestwood Advisors Group, LLC | $312 603 | 32 975 | 0,10% | Acciones |
| Parallel Advisors, LLC | $312 423 | 32 956 | 0,10% | Acciones |
| INDEPENDENT FINANCIAL GROUP, LLC | $294 525 | 31 068 | 0,09% | Acciones |
| Caption Management, LLC | $294 496 | 31 065 | 0,09% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $290 400 | 30 633 | 0,09% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $285 592 | 32 380 | 0,09% | Acciones |
| Private Advisor Group, LLC | $282 276 | 29 776 | 0,09% | Acciones |
Informantes de la empresa 21 insiders · 12 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Vivek Bantwal | Co-Chief Executive Officer | 12 de septiembre de 2025 P | 22 000 | 1 | 0 | $249 920 |
| David Miller | Co-Chief Executive Officer and Co-President. | 8 de mayo de 2023 P | 20 000 | 0 | 0 | $0 |
| Brendan Mcgovern, | Chief Executive Officer and President | 12 de octubre de 2020 A | 53 890 | 0 | 0 | $0 |
| Jonathan Lamm, | CFO & Treasurer | 2 de marzo de 2021 S | 10 945 | 0 | 0 | $0 |
| Tucker Greene | President and Chief Operating Officer | 12 de noviembre de 2025 P | 10 500 | 1 | 0 | $103 530 |
| Jon Yoder, | Chief Operating Officer | 20 de marzo de 2020 P | 11 000 | 0 | 0 | $0 |
| John Lanza | Principal Accounting Officer. | 22 de noviembre de 2024 S | 0 | 0 | 0 | $0 |
| David Yu, | Executive Vice President and Head of Research | 12 de octubre de 2020 A | 11 223 | 0 | 0 | $0 |
| Jordan Walter | Executive Vice President | 27 de marzo de 2020 P | 4 577 | 0 | 0 | $0 |
| Michael Mastropaolo | Executive Vice President | 23 de marzo de 2020 P | 5 075 | 0 | 0 | $0 |
| Salvatore Lentini, | Executive Vice President | 11 de enero de 2017 L | 1 733 | 0 | 0 | $0 |
| Scott Turco, | Executive Vice President | 17 de marzo de 2015 P | 2 500 | 0 | 0 | $0 |
| Timothy J Leach | Consejero | 10 de junio de 2026 P | 19 675 | 1 | 0 | $18 116 |
| Carlos E Evans | Consejero | 2 de abril de 2026 P | 64 446 | 1 | 0 | $451 000 |
| Susan B Mcgee | Consejero | 11 de marzo de 2021 P | 21 787 | 0 | 0 | $0 |
| Ann B Lane | Consejero | 10 de marzo de 2021 P | 16 890 | 0 | 0 | $0 |
| Richard A Mark | Consejero | 12 de octubre de 2020 A | 17 667 | 0 | 0 | $0 |
| Katherine Uniacke | Consejero | 12 de octubre de 2020 A | 22 557 | 0 | 0 | $0 |
| Ross Jay Kari | Consejero | 20 de marzo de 2020 P | 10 000 | 0 | 0 | $0 |
| Jaime Ardila | Consejero | 9 de marzo de 2020 P | 19 414 | 0 | 0 | $0 |
| John P Coblentz JR | Consejero | 17 de marzo de 2015 P | 5 523 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 5 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 |
|---|---|---|---|---|
| KBWD · Invesco Exchange-Traded Fund Trust … | 3,67% | 1 585 602 | 8 de agosto de 2026 | Diario |
| VPC · ETFis Series Trust I | 2,23% | 75 330 NS | 30 de abril de 2026 | N-PORT |
| PEX · ProShares Trust | 1,65% | 20 491 NS | 31 de mayo de 2026 | N-PORT |
| PSP · Invesco Exchange-Traded Fund Trust | 0,25% | 62 550 | 8 de agosto de 2026 | Diario |
| LBO · EA Series Trust | 0,01% | 91 NS | 30 de abril de 2026 | N-PORT |