IBCP Independent Bank Corporation - Common Stock
$38,44
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$30–$39
91% of range
Calificación del Analista
HOLD
10 analysts
Precio Objetivo
$40
+5% upside
P/E (TTM)
11.8
ROE
14.1%
Margen de Beneficio Neto
213.7%
IBCP Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$38.44
Capitalización Bursátil
$790M
P/E (TTM)
11.8
BPA (TTM)
$3.27
Ingresos (TTM)
$32M
Rendimiento div.
2.7%
ROE
14.1%
Deuda/Capital
—
Rango 52S
$30 – $39
IBCP 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
$32M
2021-12-31
→
2025-12-31
BPA
$3.27
2021-12-31
→
2025-12-31
Flujo de caja libre
$70M
2021-12-31
→
2025-12-31
Márgenes
213.7%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
IBCP
Mediana de Pares
P/E (TTM)
11.8
11.9
P/S (TTM) (P/V (TTM))
24.6
1.9
P/B (P/C)
1.6
1.0
Price / FCF (Precio / FCF)
11.3
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
IBCP
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
213.7%
27.3%
ROA
1.3%
1.1%
ROE
14.1%
11.1%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
IBCP
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
IBCP
Mediana de Pares
Revenue YoY (Ingresos interanuales)
0.30%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
0.45%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
5.9%
—
EPS YoY (EPS interanual)
3.5%
—
Net Income YoY (Beneficio Neto interanual)
2.6%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
IBCP
Mediana de Pares
Payout Ratio (Ratio de Pago)
31.5%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.7%
Ratio de Pago
31.5%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 4 de agosto de 2026 | $0,2800 |
| 4 de mayo de 2026 | $0,2800 |
| 3 de febrero de 2026 | $0,2800 |
| 4 de noviembre de 2025 | $0,2600 |
| 5 de agosto de 2025 | $0,2600 |
| 5 de mayo de 2025 | $0,2600 |
| 4 de febrero de 2025 | $0,2600 |
| 5 de noviembre de 2024 | $0,2400 |
| 5 de agosto de 2024 | $0,2400 |
| 2 de mayo de 2024 | $0,2400 |
| 2 de febrero de 2024 | $0,2400 |
| 2 de noviembre de 2023 | $0,2300 |
| 3 de agosto de 2023 | $0,2300 |
| 4 de mayo de 2023 | $0,2300 |
| 15 de febrero de 2023 | $0,2300 |
| 3 de noviembre de 2022 | $0,2200 |
| 4 de agosto de 2022 | $0,2200 |
| 4 de mayo de 2022 | $0,2200 |
| 3 de febrero de 2022 | $0,2200 |
| 4 de noviembre de 2021 | $0,2100 |
IBCP Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
MANTENER
10 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 7 70,0%
- Venta 1 10,0%
- Venta fuerte 2 20,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-15
Mediana
$41.00
Media
$40.40
Ahora
$38.44
Mín
$38.00
Máx
$42.00
Objetivo mediano
$41.00
+6,7%
Objetivo medio
$40.40
+5,1%
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 | $0.90 | $0.86 | 0.04% |
| 31 de marzo de 2026 | $0.81 | $0.80 | 0.01% |
| 31 de diciembre de 2025 | $0.89 | $0.86 | 0.03% |
| 30 de septiembre de 2025 | $0.84 | $0.86 | -0.02% |
| 30 de junio de 2025 | $0.81 | $0.81 | 0.00% |
| 31 de marzo de 2025 | $0.74 | $0.71 | 0.03% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| IBCP | $668M | 9.9 | 0.30% | 213.7% | 14.1% | — |
| CCBG | $727M | 11.8 | 8.1% | 24.2% | 11.4% | — |
| SMBK | $630M | 12.4 | 16.9% | 25.1% | 9.7% | — |
| GSBC | $681M | 9.9 | 4.4% | 30.9% | 11.5% | — |
| EGBN | $650M | -4.7 | -3.1% | -46.1% | -11.9% | — |
| SPFI | $632M | 11.3 | 8.6% | 27.6% | 12.3% | — |
| ORRF | $691M | 8.5 | 36.0% | 217.7% | 14.2% | — |
| SMBC | — | 10.6 | 11.1% | 32.1% | 11.3% | — |
| PGC | $489M | 13.3 | 24.1% | 13.2% | 5.8% | — |
| FISI | $617M | 8.6 | 109.5% | 30.6% | 12.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $32M | $32M | $33M | $32M | $29M | $24M | $26M | $27M | |
| Interest Expense | · | · | $83M | $19M | $8M | $16M | $26M | $17M | |
| Interest Income | $270M | $267M | $240M | $169M | $138M | $140M | $149M | $131M | |
| Pretax Income | $81M | $83M | $74M | $78M | $77M | $69M | $58M | $49M | |
| Income Tax | $13M | $16M | $15M | $14M | $14M | $13M | $11M | $9M | |
| Net Income | $69M | $67M | $59M | $63M | $63M | $56M | $46M | $40M | |
| EPS (Basic) | $3.30 | $3.20 | $2.82 | $3.00 | $2.91 | $2.56 | $2.03 | $1.70 | |
| EPS (Diluted) | $3.27 | $3.16 | $2.79 | $2.97 | $2.88 | $2.53 | $2.00 | $1.68 | |
| Shares (Basic) | 20,758,000 | 20,892,000 | 20,976,000 | 21,096,000 | 21,585,000 | 21,977,000 | 22,894,000 | 23,412,000 | |
| EBITDA | $10M | $10M | $10M | $11M | $12M | $9M | $6M | $6M |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $138M | $120M | $170M | $74M | $109M | $119M | $65M | $70M | |
| PP&E (Net) | $39M | $37M | $36M | $36M | $36M | $36M | $38M | $39M | |
| PP&E (Gross) | $168M | $161M | $156M | $154M | $151M | $147M | $146M | $143M | |
| Accum. Depreciation | $129M | $124M | $121M | $118M | $115M | $111M | $108M | $104M | |
| Goodwill | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | |
| Intangibles | $1M | $1M | $2M | $3M | $3M | $4M | $5M | $6M | |
| Total Assets | $5.51B | $5.34B | $5.26B | $5.00B | $4.70B | $4.20B | $3.56B | $3.35B | |
| Total Liabilities | $5.00B | $4.88B | $4.86B | $4.65B | $4.31B | $3.81B | $3.21B | $3.01B | |
| Common Stock | $308M | $319M | $317M | $321M | $323M | $339M | $352M | $377M | |
| Retained Earnings | $253M | $206M | $159M | $119M | $75M | $40M | $2M | $-28M | |
| AOCI | $-58M | $-70M | $-72M | $-93M | $501.0K | $10M | $-4M | $-10M | |
| Stockholders' Equity | $503M | $455M | $404M | $348M | $398M | $390M | $350M | $339M | |
| Liabilities + Equity | $5.51B | $5.34B | $5.26B | $5.00B | $4.70B | $4.20B | $3.56B | $3.35B | |
| Shares Outstanding | 20,548,893 | 20,895,714 | 20,835,633 | 21,063,971 | 21,171,036 | 21,853,800 | 22,481,643 | 23,579,725 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $10M | $11M | $12M | $9M | $6M | $6M | |
| Stock-based Comp | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Deferred Tax | $-4M | $-1M | $215.0K | $-359.0K | $2M | $-2M | $1M | $9M | |
| Amort. of Intangibles | $500.0K | $500.0K | $500.0K | $800.0K | $1M | $1M | $1M | $1M | |
| Other Non-cash | $-970.0K | $-15M | $4M | $19M | $31M | $-7M | $-21M | $-12M | |
| Operating Cash Flow | $77M | $63M | $76M | $95M | $110M | $59M | $34M | $45M | |
| CapEx | $6M | $8M | $6M | $6M | $6M | $4M | $5M | $4M | |
| Investing Cash Flow | $-122M | $-118M | $-163M | $-425M | $-563M | $-554M | $-182M | $-183M | |
| Stock Issued | $0 | $13.0K | $70.0K | $77.0K | $61.0K | $15.0K | $284.0K | $267.0K | |
| Stock Repurchased | $12M | $0 | $5M | $4M | $17M | $14M | $26M | $13M | |
| Net Stock Activity | $-12M | $13.0K | $-5M | $-4M | $-17M | $-14M | $-26M | $-12M | |
| Dividends Paid | $22M | $20M | $19M | $19M | $18M | $18M | $17M | $14M | |
| Financing Cash Flow | $64M | $5M | $183M | $295M | $444M | $549M | $143M | $154M | |
| Net Change in Cash | · | · | · | · | · | · | · | $16M | |
| Free Cash Flow | $70M | $55M | $70M | $89M | $104M | $54M | $29M | $41M | |
| Levered FCF | · | · | $3M | $73M | $98M | $41M | $8M | $27M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 213.7% | 208.9% | 179.5% | 200.2% | 216.2% | 233.7% | 178.9% | 146.9% | |
| Pretax Margin | 253.4% | 259.7% | 223.9% | 245.8% | 265.7% | 289.2% | 222.6% | 181.1% | |
| EBITDA Margin | 30.9% | 31.3% | 30.4% | 34.2% | 41.7% | 38.1% | 23.4% | 22.2% | |
| ROA | 1.3% | 1.3% | 1.1% | 1.3% | 1.4% | 1.5% | 1.3% | 1.3% | |
| ROE | 14.1% | 14.7% | 15.2% | 18.6% | 15.8% | 14.7% | 13.5% | 11.7% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.30% | -2.8% | 4.0% | 8.8% | 21.1% | · | · | · | |
| Revenue CAGR 3Y | 0.45% | 3.2% | 11.1% | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.9% | · | · | · | · | · | · | · | |
| EPS YoY | 3.5% | 13.3% | -6.1% | 3.1% | 13.8% | · | · | · | |
| EPS CAGR 3Y | 3.3% | 3.1% | 3.3% | · | · | · | · | · | |
| EPS CAGR 5Y | 5.3% | · | · | · | · | · | · | · | |
| Net Income YoY | 2.6% | 13.1% | -6.8% | 0.73% | 12.0% | · | · | · | |
| Net Income CAGR 3Y | 2.7% | 2.0% | 1.7% | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.1% | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 4.2% | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $32M | $32M | $33M | $32M | $29M | $24M | $26M | $27M | |
| Net Income TTM | $69M | $67M | $59M | $63M | $63M | $56M | $46M | $40M | |
| Market Cap | $668M | $728M | $542M | $504M | $505M | $404M | $509M | $496M | |
| P/E | 9.9 | 11.0 | 9.3 | 8.1 | 8.3 | 7.3 | 11.3 | 12.5 | |
| P/S | 20.8 | 22.8 | 16.5 | 15.9 | 17.4 | 16.8 | 19.6 | 18.3 | |
| P/B | 1.3 | 1.6 | 1.3 | 1.4 | 1.3 | 1.0 | 1.5 | 1.5 | |
| P / Tangible Book | 1.4 | 1.7 | 1.4 | 1.6 | 1.4 | 1.1 | · | · | |
| P / Cash Flow | 8.7 | 11.5 | 7.2 | 5.3 | 4.6 | 6.9 | 15.0 | 11.0 | |
| P / FCF | 9.5 | 13.2 | 7.8 | 5.7 | 4.8 | 7.5 | 17.5 | 12.1 | |
| Dividend Yield | 3.2% | 2.8% | 3.6% | 3.7% | 3.6% | 4.4% | 3.2% | 2.8% | |
| Earnings Yield | 10.1% | 9.1% | 10.7% | 12.4% | 12.1% | 13.7% | 8.8% | 8.0% | |
| Payout Ratio | 31.5% | 30.0% | 32.7% | 29.3% | 28.9% | 31.4% | 35.6% | 35.3% | |
| Annual Payout | $22M | $20M | $19M | $19M | $18M | $18M | $17M | $14M |
Estado de resultados 11
| 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 | $8M | $8M | $8M | $9M | $8M | $7M | $8M | $9M | $8M | $8M | $8M | $9M | $8M | $8M | $8M | $9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $25M | · | $23M | $20M | $15M | · | $5M | |
| Interest Income | $67M | $66M | $67M | $69M | $67M | $66M | $67M | $68M | $66M | $65M | $65M | $62M | $58M | $54M | $51M | $45M | |
| Pretax Income | $23M | $20M | $20M | $21M | $21M | $19M | $23M | $17M | $23M | $20M | $18M | $22M | $18M | $16M | $19M | $21M | |
| Income Tax | $4M | $3M | $2M | $4M | $4M | $4M | $4M | $3M | $5M | $4M | $4M | $4M | $3M | $3M | $4M | $4M | |
| Net Income | $19M | $17M | $19M | $18M | $17M | $16M | $18M | $14M | $19M | $16M | $14M | $18M | $15M | $13M | $15M | $17M | |
| EPS (Basic) | $0.91 | $0.82 | $0.90 | $0.85 | $0.81 | $0.74 | $0.88 | $0.66 | $0.89 | $0.77 | $0.66 | $0.84 | $0.70 | $0.62 | $0.71 | $0.82 | |
| EPS (Diluted) | $0.90 | $0.81 | $0.89 | $0.84 | $0.81 | $0.74 | $0.87 | $0.65 | $0.88 | $0.76 | $0.65 | $0.83 | $0.70 | $0.61 | $0.71 | $0.81 | |
| Shares (Basic) | 20,604,000 | 20,575,000 | -41,637,000 | 20,702,000 | 20,750,000 | 20,943,000 | -41,783,000 | 20,896,000 | 20,902,000 | 20,877,000 | -42,091,000 | 20,922,000 | 21,041,000 | 21,104,000 | -42,224,000 | 21,058,000 | |
| Shares (Diluted) | 20,807,000 | 20,780,000 | · | · | 20,946,000 | 21,150,000 | · | · | · | · | · | · | · | · | · | · | |
| EBITDA | · | $2M | · | · | · | $2M | · | · | · | $3M | · | · | · | $2M | · | · |
Balance general 14
| 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 | $165M | $175M | $138M | $209M | $146M | $128M | $120M | $122M | $214M | $162M | · | $127M | $129M | $227M | · | $71M | |
| PP&E (Net) | $45M | $42M | $39M | $39M | $38M | $37M | $37M | $35M | $35M | $35M | · | $35M | $36M | $36M | · | $36M | |
| PP&E (Gross) | · | · | $168M | · | · | · | $161M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $129M | · | · | · | $124M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | · | $28M | $28M | $28M | · | $28M | |
| Intangibles | $771.0K | $886.0K | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $3M | |
| Total Assets | $5.66B | $5.56B | $5.51B | $5.49B | $5.42B | $5.33B | $5.34B | $5.26B | $5.28B | $5.23B | $5.26B | $5.20B | $5.14B | $5.14B | $5.00B | $4.93B | |
| Total Liabilities | $5.14B | $5.05B | $5.00B | $5.00B | $4.95B | $4.86B | $4.88B | $4.81B | $4.85B | $4.82B | · | $4.83B | $4.76B | $4.77B | · | $4.60B | |
| Common Stock | $308M | $308M | $308M | $312M | $312M | $318M | $319M | $318M | $318M | $317M | · | $317M | $318M | $321M | · | $320M | |
| Retained Earnings | $277M | $264M | $253M | $240M | $227M | $216M | $206M | $192M | $184M | $170M | · | $150M | $137M | $127M | · | $109M | |
| AOCI | $-56M | $-61M | $-58M | $-61M | $-70M | $-67M | $-70M | $-58M | $-71M | $-72M | · | $-92M | $-81M | $-81M | · | $-97M | |
| Stockholders' Equity | $528M | $511M | $503M | $491M | $469M | $467M | $455M | $452M | $430M | $416M | $404M | $375M | $375M | $368M | $348M | $332M | |
| Liabilities + Equity | $5.66B | $5.56B | $5.51B | $5.49B | $5.42B | $5.33B | $5.34B | $5.26B | $5.28B | $5.23B | · | $5.20B | $5.14B | $5.14B | · | $4.93B | |
| Shares Outstanding | 20,602,535 | 20,585,805 | 20,548,893 | 20,691,604 | 20,715,650 | 20,970,115 | 20,895,714 | 20,893,800 | 20,899,358 | 20,903,677 | · | 20,850,455 | 20,943,694 | 21,138,303 | · | 21,063,954 |
Flujo de Efectivo 13
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $3M | |
| Stock-based Comp | $675.0K | $688.0K | $748.0K | $571.0K | $639.0K | $758.0K | $588.0K | $574.0K | $579.0K | $591.0K | $559.0K | $624.0K | $477.0K | $569.0K | $554.0K | $535.0K | |
| Other Non-cash | · | $-29M | · | · | · | $13M | · | · | · | $2M | · | · | · | $8M | · | · | |
| Operating Cash Flow | $20M | $-9M | $8M | $18M | $19M | $19M | $16M | $17M | $9M | $21M | $17M | $25M | $10M | $23M | $827.0K | $33M | |
| CapEx | $4M | $5M | $1M | $2M | $2M | $1M | $4M | $1M | $2M | $676.0K | $2M | $1M | $2M | $1M | $2M | $1M | |
| Investing Cash Flow | $-105M | $-17M | $-46M | $-10M | $-71M | $16M | $-85M | $-67M | $17M | $18M | $-7M | $-79M | $-82M | $5M | $-44M | $-115M | |
| Stock Issued | · | · | · | · | · | · | $13.0K | $0 | $0 | $0 | $-1.0K | $0 | $23.0K | $48.0K | $3.0K | $42.0K | |
| Stock Repurchased | $0 | $0 | $5M | $413.0K | $7M | $33.0K | $0 | $0 | $0 | $0 | $194.0K | $2M | $3M | $0 | $0 | $0 | |
| Net Stock Activity | · | $0 | · | · | · | $-33.0K | · | · | · | $0 | · | · | · | $48.0K | · | · | |
| Dividends Paid | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Financing Cash Flow | $75M | $62M | $-33M | $54M | $70M | $-27M | $67M | $-43M | $27M | $-46M | $32M | $51M | $-25M | $124M | $47M | $93M | |
| Free Cash Flow | · | $-14M | · | · | · | $31M | · | · | · | $20M | · | · | · | $22M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $45.0K | · | · | · | $10M | · | · |
Rentabilidad 5
| 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 | 229.2% | 222.4% | · | 196.2% | 214.2% | 212.3% | · | 156.3% | 234.6% | 211.1% | · | 192.6% | 183.3% | 171.7% | · | 202.9% | |
| Pretax Margin | 276.8% | 266.6% | · | 237.4% | 262.5% | 260.5% | · | 195.7% | 293.4% | 261.7% | · | 237.7% | 225.6% | 209.8% | · | 249.3% | |
| EBITDA Margin | · | 31.3% | · | · | · | 32.0% | · | · | · | 33.1% | · | · | · | 32.1% | · | · | |
| ROA | 0.34% | 0.31% | · | 0.33% | 0.32% | 0.30% | · | 0.26% | 0.36% | 0.31% | · | 0.35% | 0.30% | 0.26% | · | 0.36% | |
| ROE | 3.8% | 3.5% | · | 3.7% | 3.8% | 3.5% | · | 3.3% | 4.6% | 4.1% | · | 5.0% | 4.2% | 3.6% | · | 4.7% |
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) 11
| 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 | $33M | $32M | · | $33M | $32M | $32M | · | $33M | $33M | $32M | · | $33M | $32M | $31M | · | $32M | |
| Net Income TTM | $72M | $70M | · | $68M | $65M | $66M | · | $66M | $67M | $61M | · | $63M | $58M | $61M | · | $64M | |
| Market Cap | $743M | $686M | · | $641M | $671M | $646M | · | $697M | $564M | $530M | · | $382M | $355M | $376M | · | $402M | |
| P/E | 10.5 | 9.9 | · | 9.5 | 10.6 | 9.8 | · | 10.7 | 8.5 | 8.7 | · | 6.2 | 6.2 | 6.2 | · | 6.4 | |
| P/S | 22.8 | 21.6 | · | 19.4 | 21.0 | 20.4 | · | 20.9 | 17.3 | 16.4 | · | 11.5 | 11.1 | 12.0 | · | 12.5 | |
| P/B | 1.4 | 1.3 | · | 1.3 | 1.4 | 1.4 | · | 1.5 | 1.3 | 1.3 | · | 1.0 | 0.9 | 1.0 | · | 1.2 | |
| P / Tangible Book | 1.5 | 1.4 | · | 1.4 | 1.5 | 1.5 | · | 1.6 | 1.4 | 1.4 | · | 1.1 | 1.0 | 1.1 | · | 1.3 | |
| P / Cash Flow | · | -74.9 | · | · | · | 20.4 | · | · | · | 25.4 | · | · | · | 15.9 | · | · | |
| P / FCF | · | -49.8 | · | · | · | 21.1 | · | · | · | 26.3 | · | · | · | 16.9 | · | · | |
| Earnings Yield | 9.5% | 10.1% | · | 10.5% | 9.5% | 10.2% | · | 9.4% | 11.7% | 11.4% | · | 16.1% | 16.1% | 16.2% | · | 15.7% | |
| Payout Ratio | · | 34.2% | · | · | · | 34.9% | · | · | · | 31.3% | · | · | · | 37.4% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $32M | — | — | $32M | — |
| Beneficio neto | $69M | — | — | $67M | — |
| EPS Diluido | $3.27 | — | — | $3.16 | — |
Flujo de Efectivo
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $70M | — | — | $55M | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 200 declarantes · $426.9M 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 |
|---|---|---|---|---|
| 42 (+18 vs trimestre anterior) | 20 (-4 vs trimestre anterior) | 66 (+2 vs trimestre anterior) | 34 (-7 vs trimestre anterior) | +1.8M |
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 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $31 728 074 | 879 625 | 7,43% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $30 094 863 | 834 346 | 7,05% | Acciones |
| STATE STREET CORP | $29 738 380 | 824 463 | 6,97% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $28 170 406 | 780 992 | 6,60% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25 166 905 | 697 724 | 5,90% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $22 273 225 | 617 500 | 5,22% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $16 651 953 | 461 544 | 3,90% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $13 718 215 | 380 322 | 3,21% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $12 502 728 | 346 624 | 2,93% | Acciones |
| Qube Research & Technologies Ltd | $12 214 492 | 338 633 | 2,86% | Acciones |
| PL Capital Advisors, LLC | $11 505 789 | 318 985 | 2,70% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $11 493 273 | 318 638 | 2,69% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $9 836 686 | 272 711 | 2,30% | Acciones |
| BlackRock, Inc. | $8 583 686 | 237 973 | 2,01% | Acciones |
| Allspring Global Investments Holdings, LLC | $7 932 731 | 219 926 | 1,86% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 629 995 | 211 533 | 1,79% | Acciones |
| CITADEL ADVISORS LLC | $7 472 766 | 207 174 | 1,75% | Acciones |
| FJ Capital Management LLC | $7 344 104 | 203 607 | 1,72% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7 312 038 | 202 718 | 1,71% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6 916 423 | 191 750 | 1,62% | Acciones |
| ProShare Advisors LLC | $6 902 427 | 191 362 | 1,62% | Acciones |
| Foundry Partners, LLC | $6 522 708 | 211 845 | 1,53% | Acciones |
| FEDERATED HERMES, INC. | $6 046 162 | 167 623 | 1,42% | Acciones |
| Ategra Capital Management, LLC | $5 021 774 | 139 223 | 1,18% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $4 862 344 | 134 803 | 1,14% | Acciones |
| Nuveen Asset Management, LLC | $4 389 590 | 126 029 | 1,03% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $3 719 971 | 103 132 | 0,87% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3 673 333 | 101 839 | 0,86% | Acciones |
| TWO SIGMA ADVISERS, LP | $3 575 047 | 109 900 | 0,84% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 886 900 | 80 036 | 0,68% | Acciones |
| BARCLAYS PLC | $2 791 565 | 77 393 | 0,65% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 749 580 | 76 229 | 0,64% | Acciones |
| HSBC HOLDINGS PLC | $2 665 693 | 74 150 | 0,62% | Acciones |
| Point72 Asset Management, L.P. | $2 539 725 | 70 411 | 0,59% | Acciones |
| JPMORGAN CHASE & CO | $2 243 850 | 62 260 | 0,53% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $2 212 209 | 61 331 | 0,52% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $2 125 749 | 58 934 | 0,50% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2 105 478 | 58 372 | 0,49% | Acciones |
| Man Group plc | $2 080 049 | 57 667 | 0,49% | Acciones |
| Quantinno Capital Management LP | $1 930 161 | 53 511 | 0,45% | Acciones |
| Empowered Funds, LLC | $1 860 202 | 51 572 | 0,44% | Acciones |
| Bank of New York Mellon Corp | $1 645 622 | 45 623 | 0,39% | Acciones |
| Swiss National Bank | $1 417 551 | 39 300 | 0,33% | Acciones |
| Campbell & CO Investment Adviser LLC | $1 398 650 | 38 776 | 0,33% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $1 288 096 | 35 711 | 0,30% | Acciones |
| State of New Jersey Common Pension Fund D | $1 208 201 | 33 496 | 0,28% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 173 357 | 32 530 | 0,27% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $1 136 350 | 31 504 | 0,27% | Acciones |
| Skopos Labs, Inc. | $1 098 567 | 32 990 | 0,26% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $1 095 987 | 30 385 | 0,26% | Acciones |
| GLOBEFLEX CAPITAL L P | $1 054 254 | 29 228 | 0,25% | Acciones |
| BAILARD, INC. | $1 004 910 | 27 860 | 0,24% | Acciones |
| D. E. Shaw & Co., Inc. | $999 103 | 27 699 | 0,23% | Acciones |
| HUDSON EDGE INVESTMENT PARTNERS INC. | $953 114 | 26 424 | 0,22% | Acciones |
| Atom Investors LP | $910 263 | 25 236 | 0,21% | Acciones |
| RHUMBLINE ADVISERS | $898 929 | 24 922 | 0,21% | Acciones |
| FRANKLIN RESOURCES INC | $870 622 | 24 137 | 0,20% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $823 609 | 24 733 | 0,19% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $819 613 | 24 613 | 0,19% | Acciones |
| SummerHaven Investment Management, LLC | $775 180 | 21 491 | 0,18% | Acciones |
| Brandywine Global Investment Management, LLC | $765 691 | 23 538 | 0,18% | Acciones |
| DEUTSCHE BANK AG\ | $759 959 | 21 069 | 0,18% | Acciones |
| Cetera Investment Advisers | $735 821 | 20 399 | 0,17% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $722 377 | 21 693 | 0,17% | Acciones |
| Integrated Wealth Concepts LLC | $673 325 | 18 667 | 0,16% | Acciones |
| Cubist Systematic Strategies, LLC | $667 364 | 21 546 | 0,16% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $662 931 | 18 379 | 0,16% | Acciones |
| Mariner, LLC | $657 652 | 18 233 | 0,15% | Acciones |
| Mirae Asset Global Investments Co., Ltd. | $621 089 | 17 219 | 0,15% | Acciones |
| Odyssean, LLC | $609 655 | 16 902 | 0,14% | Acciones |
| WELLS FARGO & COMPANY/MN | $606 265 | 16 808 | 0,14% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $580 655 | 16 098 | 0,14% | Acciones |
| Rafferty Asset Management, LLC | $516 162 | 14 310 | 0,12% | Acciones |
| Rockefeller Capital Management L.P. | $505 557 | 14 016 | 0,12% | Acciones |
| AlphaQuest LLC | $494 911 | 15 214 | 0,12% | Acciones |
| ALLSTATE CORP | $458 089 | 12 700 | 0,11% | Acciones |
| Rehmann Capital Advisory Group | $453 420 | 13 616 | 0,11% | Acciones |
| Schonfeld Strategic Advisors LLC | $441 279 | 12 234 | 0,10% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $434 824 | 12 055 | 0,10% | Acciones |
| MetLife Investment Management, LLC | $423 570 | 11 743 | 0,10% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $414 474 | 11 491 | 0,10% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $412 677 | 11 441 | 0,10% | Acciones |
| Quadrature Capital Ltd | $376 535 | 10 439 | 0,09% | Acciones |
| EVERGREEN CAPITAL MANAGEMENT LLC | $375 958 | 10 423 | 0,09% | Acciones |
| Entropy Technologies, LP | $375 128 | 10 400 | 0,09% | Acciones |
| Vanguard Global Advisers, LLC | $375 020 | 10 397 | 0,09% | Acciones |
| Boston Partners | $365 320 | 10 128 | 0,09% | Acciones |
| IEQ CAPITAL, LLC | $358 446 | 9 938 | 0,08% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $356 446 | 9 882 | 0,08% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $352 873 | 9 783 | 0,08% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $346 272 | 9 600 | 0,08% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $336 136 | 9 319 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $333 323 | 9 241 | 0,08% | Acciones |
| LJI Wealth Management, LLC | $324 630 | 9 000 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $316 262 | 8 768 | 0,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $309 143 | 9 278 | 0,07% | Acciones |
| XTX Topco Ltd | $308 976 | 8 566 | 0,07% | Acciones |
| Vanguard Investments Australia, Ltd. | $296 856 | 8 230 | 0,07% | Acciones |
| Corient Private Wealth LP | $294 910 | 8 176 | 0,07% | Acciones |
| Invesco Ltd. | $293 393 | 8 134 | 0,07% | Acciones |
Informantes de la empresa 41 insiders · 18 directivos · 19 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Stephen A. Erickson | Executive Vice President & CFO | 23 de junio de 2020 D | 0 | 0 | 0 | $0 |
| Ronald L Long | President of Affiliate Bank | 24 de abril de 2007 A | 6 708 | 0 | 0 | $0 |
| Edward B Swanson | President of Affiliate Bank | 15 de diciembre de 2005 A | 42 125 | 0 | 0 | $0 |
| Patrick J Ervin | Executive Vice President | 9 de junio de 2026 S | 34 720 | 0 | 1 | $-27 628 |
| Stefanie M Kimball | Executive Vice President | 29 de mayo de 2026 S | 64 327 | 0 | 2 | $-93 884 |
| Christopher S Michaels | Executive Vice President | 6 de febrero de 2026 F | 11 399 | 0 | 0 | $0 |
| Gavin A. Mohr | Executive Vice President | 5 de agosto de 2025 P | 23 826 | 0 | 0 | $0 |
| Larry R Daniel Jr | Executive Vice President | 19 de febrero de 2025 M | 24 230 | 0 | 0 | $0 |
| Kristopher Kreter | First Vice Pres. & Controller | 4 de febrero de 2025 A | 2 861 | 0 | 0 | $0 |
| Dennis J Mack | Executive Vice President | 23 de enero de 2021 M | 38 060 | 0 | 0 | $0 |
| Robert N Shuster | Executive Vice President | 31 de enero de 2020 F | 36 044 | 0 | 0 | $0 |
| David C Reglin | Executive Vice President | 22 de enero de 2019 A | 76 817 | 0 | 0 | $0 |
| Mark L Collins | Executive Vice President | 16 de marzo de 2017 S | 56 682 | 0 | 0 | $0 |
| Richard E/ Butler | Senior Vice President | 21 de enero de 2016 A | 3 545 | 0 | 0 | $0 |
| Peter R Graves | Senior Vice President | 21 de enero de 2016 A | 4 484 | 0 | 0 | $0 |
| Shelby L Reno | Senior Vice President | 24 de abril de 2007 A | 1 220 | 0 | 0 | $0 |
| Dean M Morse | Senior Vice President | 24 de abril de 2007 A | 4 780 | 0 | 0 | $0 |
| Laurinda M Neve | Senior Vice President | 24 de abril de 2007 A | 1 033 | 0 | 0 | $0 |
| Ronia F Kruse | Consejero | 1 de julio de 2026 A | 1 000 | 0 | 0 | $0 |
| Michael J Cok | Consejero | 1 de julio de 2026 A | — | 0 | 0 | $0 |
| Christina Keller | Consejero | 1 de julio de 2026 A | 4 163 | 0 | 0 | $0 |
| Michael G. Wooldridge | Consejero | 1 de julio de 2026 A | — | 0 | 0 | $0 |
| William J Boer | Consejero | 1 de julio de 2026 A | 17 074 | 0 | 0 | $0 |
| Dennis W. Archer Jr | Consejero | 14 de mayo de 2026 A | 11 000 | 0 | 0 | $0 |
| Joan A Budden | Consejero | 14 de mayo de 2026 A | 5 703 | 0 | 0 | $0 |
| GULIS STEPHEN L JR | Consejero | 14 de mayo de 2026 A | 0 | 0 | 0 | $0 |
| Terance L Beia | Consejero | 13 de junio de 2025 P | 40 001 | 0 | 0 | $0 |
| Michael M Magee JR | Consejero | 29 de abril de 2025 S | 8 381 | 0 | 0 | $0 |
| Matthew J Missad | Consejero | 1 de abril de 2024 A | 7 326 | 0 | 0 | $0 |
| Terry L Haske | Consejero | 15 de noviembre de 2019 A | 30 538 | 0 | 0 | $0 |
| James E Mccarty | Consejero | 15 de febrero de 2018 A | 19 188 | 0 | 0 | $0 |
| Charles C Van Loan | Consejero | 1 de marzo de 2017 S | 43 299 | 0 | 0 | $0 |
| Robert L Hetzler | Consejero | 8 de diciembre de 2014 S | 1 000 | 0 | 0 | $0 |
| Charles A Palmer | Consejero | 1 de octubre de 2014 A | 71 885 | 0 | 0 | $0 |
| Jeffrey A Bratsburg | Consejero | 1 de octubre de 2013 A | 6 450 | 0 | 0 | $0 |
| Donna J Banks | Consejero | 1 de julio de 2013 A | 46 339 | 0 | 0 | $0 |
| Arch V Wright JR | Consejero | 20 de enero de 2004 M | 95 106 | 0 | 0 | $0 |
| James J Twarozynski | — | 10 de agosto de 2026 S | 8 195 | 0 | 2 | $-33 798 |
| Nathaniel Ernest Tagg | — | 31 de julio de 2026 A | — | 0 | 0 | $0 |
| Joel F Rahn | — | 6 de abril de 2026 M | 29 526 | 0 | 0 | $0 |
| William B Kessel | — | 6 de abril de 2026 M | 159 836 | 0 | 0 | $0 |
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 |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC, Richard J. Lashley, John W. Palmer ×3 presentaciones | 22 de mayo de 2019 | — | 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 49 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 |
|---|---|---|---|---|
| SMDV · ProShares Trust | 0,96% | 182 458 NS | 31 de mayo de 2026 | N-PORT |
| IWC · iShares Trust | 0,18% | 67 964 SH | 8 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,13% | 16 558 SH | 8 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,13% | 24 435 SH | 8 de agosto de 2026 | Diario |
| DPST · Direxion Shares ETF Trust | 0,11% | 15 806 NS | 30 de abril de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,09% | 1 506 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,08% | 63 247 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,08% | 633 476 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 19 765 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 45 420 NS | 31 de mayo de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 11 742 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 17 494 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,05% | 186 332 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,03% | 114 868 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 500 656 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 1 775 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 16 611 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,02% | 8 628 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 115 451 SH | 8 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,02% | 7 687 NS | 30 de abril de 2026 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0,02% | 486 125 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 941 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 68 427 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 98 828 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 23 819 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 735 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 237 297 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 32 251 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 5 175 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 743 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 869 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 420 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 43 596 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 12 465 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 19 NS | 31 de mayo de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,00% | 586 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,00% | 524 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,00% | 443 SH | 8 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,00% | 2 017 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 33 749 SH | 8 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 7 643 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 4 157 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 5 031 SH | 8 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 12 311 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 522 NS | 30 de abril de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 44 NS | 31 de mayo de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 622 500 SH | 8 de agosto de 2026 | Diario |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,00% | 116 425 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 623 SH | 8 de agosto de 2026 | Diario |