JMSB John Marshall Bancorp, Inc. - Common Stock
$23,52
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$18–$24
87% of range
Calificación del Analista
BUY
8 analysts
Precio Objetivo
$26
+8% upside
P/E (TTM)
13.4
ROE
8.2%
Margen de Beneficio Neto
33.9%
JMSB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$23.52
Capitalización Bursátil
—
P/E (TTM)
13.4
BPA (TTM)
$1.49
Ingresos (TTM)
—
Rendimiento div.
—
ROE
8.2%
Deuda/Capital
—
Rango 52S
$19 – $24
JMSB 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
$1.49
2021-12-31
→
2025-12-31
Flujo de caja libre
$22M
2022-12-31
→
2025-12-31
Márgenes
33.9%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
JMSB
Mediana de Pares
P/E (TTM)
13.4
13.3
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
JMSB
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
33.9%
22.7%
ROA
0.93%
1.0%
ROE
8.2%
10.4%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
JMSB
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
JMSB
Mediana de Pares
Revenue YoY (Ingresos interanuales)
17.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-4.6%
—
EPS YoY (EPS interanual)
24.2%
—
Net Income YoY (Beneficio Neto interanual)
24.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
JMSB
Mediana de Pares
Payout Ratio (Ratio de Pago)
20.1%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
20.1%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 5 de agosto de 2026 | $0,1000 |
| 13 de mayo de 2026 | $0,0900 |
| 11 de febrero de 2026 | $0,0900 |
| 27 de junio de 2025 | $0,3000 |
| 28 de junio de 2024 | $0,2500 |
| 26 de junio de 2023 | $0,2200 |
| 9 de mayo de 2022 | $0,2000 |
JMSB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
8 analistas
- Compra fuerte 3 37,5%
- Compra 4 50,0%
- Mantener 1 12,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-13
Mediana
$25.50
← Por Debajo de Todos los Objetivos
$23.52
Mín
$25.00
Máx
$26.00
Objetivo mediano
$25.50
+8,4%
Objetivo medio
$25.50
+8,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.50 | $0.45 | 0.05% |
| 31 de marzo de 2026 | $0.43 | $0.41 | 0.02% |
| 31 de diciembre de 2025 | $0.42 | $0.40 | 0.02% |
| 30 de septiembre de 2025 | $0.38 | $0.38 | 0.00% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| JMSB | — | 13.4 | 17.5% | 33.9% | 8.2% | — |
| FVCB | $249M | 11.5 | 13.9% | 1238.5% | 8.9% | — |
| BCML | $320M | 13.5 | 3.1% | 23.8% | 7.1% | — |
| COSO | — | 10.8 | 6.4% | 1254.0% | 10.6% | — |
| FCCO | $228M | 12.0 | -3.1% | 2083.0% | 11.9% | — |
| FSBW | $309M | 9.6 | 44.8% | 21.8% | 11.0% | — |
| FDBC | $251M | 9.0 | 15.3% | 30.2% | 12.3% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Interest Expense | · | · | $50M | $14M | $8M | |
| Interest Income | $113M | $110M | $101M | $84M | $74M | |
| Pretax Income | $27M | $22M | $8M | $40M | $32M | |
| Income Tax | $6M | $5M | $3M | $8M | $7M | |
| Net Income | $21M | $17M | $5M | $32M | $25M | |
| EPS (Basic) | $1.49 | $1.20 | $0.37 | $2.27 | $1.87 | |
| EPS (Diluted) | $1.49 | $1.20 | $0.36 | $2.25 | $1.83 | |
| Shares (Basic) | 14,189,522 | 14,172,166 | 14,076,925 | 13,931,841 | 13,581,586 | |
| Shares (Diluted) | 14,194,603 | 14,206,109 | 14,147,193 | 14,084,427 | 13,879,595 |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $130M | $122M | $99M | $62M | $106M | |
| PP&E (Net) | $1M | $1M | $1M | $1M | $2M | |
| PP&E (Gross) | $11M | $10M | $10M | $9M | $9M | |
| Accum. Depreciation | $9M | $9M | $8M | $8M | $7M | |
| Total Assets | $2.33B | $2.23B | $2.24B | $2.35B | $2.15B | |
| Short-term Debt | · | · | $54M | · | · | |
| Total Liabilities | $2.07B | $1.99B | $2.01B | $2.14B | $1.94B | |
| Long-term Debt | $81M | $81M | $25M | $25M | $43M | |
| Total Debt | · | · | $54M | · | · | |
| Paid-in Capital | $96M | $97M | $96M | $95M | $91M | |
| Retained Earnings | $177M | $160M | $146M | $147M | $118M | |
| AOCI | $-7M | $-11M | $-12M | $-29M | $-400.0K | |
| Stockholders' Equity | $266M | $247M | $230M | $213M | $208M | |
| Liabilities + Equity | $2.33B | $2.23B | $2.24B | $2.35B | $2.15B |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Stock-based Comp | $527.0K | $555.0K | $596.0K | $573.0K | $560.0K | |
| Deferred Tax | $-162.0K | $-284.0K | $921.0K | $594.0K | $-678.0K | |
| Operating Cash Flow | $23M | $17M | $18M | $33M | $32M | |
| CapEx | $554.0K | $483.0K | $612.0K | $156.0K | $353.0K | |
| Investing Cash Flow | $-89M | $31M | $145M | $-271M | $-303M | |
| Stock Repurchased | $2M | $49.0K | · | · | · | |
| Net Stock Activity | $-2M | $-49.0K | · | · | · | |
| Dividends Paid | $4M | $4M | $3M | $3M | · | |
| Financing Cash Flow | $74M | $-25M | $-125M | $194M | $238M | |
| Net Change in Cash | $8M | $23M | $37M | $-44M | $-33M | |
| Taxes Paid | $6M | $1M | · | · | · | |
| Free Cash Flow | $22M | $17M | $17M | $33M | · | |
| Levered FCF | · | · | $-15M | $22M | · |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Margin | 33.9% | 32.1% | 14.5% | 44.1% | · | |
| Pretax Margin | 43.7% | 41.0% | 22.4% | 55.6% | · | |
| ROA | 0.93% | 0.76% | 0.22% | 1.4% | · | |
| ROE | 8.2% | 7.0% | 2.3% | 15.3% | · |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.2 | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | · |
Tasas de Crecimiento 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 17.5% | 50.0% | -50.7% | 6.6% | · | |
| Revenue CAGR 3Y | -4.6% | -7.6% | · | · | · | |
| EPS YoY | 24.2% | 233.3% | -84.0% | 22.9% | · | |
| EPS CAGR 3Y | -12.8% | -13.1% | · | · | · | |
| Net Income YoY | 24.0% | 231.9% | -83.8% | 24.9% | · | |
| Net Income CAGR 3Y | -12.6% | -12.4% | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $63M | $53M | $36M | $72M | · | |
| Net Income TTM | $21M | $17M | $5M | $32M | · | |
| P/E | 13.4 | 16.7 | 62.7 | 12.8 | · | |
| Earnings Yield | 7.4% | 6.0% | 1.6% | 7.8% | · | |
| Payout Ratio | 20.1% | 20.8% | 60.3% | 8.8% | · | |
| Annual Payout | $4M | $4M | $3M | $3M | · |
Estado de resultados 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | $4.0K | |
| Interest Income | $30M | $29M | $29M | $29M | $28M | |
| Pretax Income | $9M | $8M | $8M | $7M | $7M | |
| Income Tax | $2M | $2M | $2M | $1M | $1M | |
| Net Income | $7M | $6M | $6M | $5M | $5M | |
| EPS (Basic) | $0.50 | $0.43 | $0.41 | $0.38 | $0.36 | |
| EPS (Diluted) | $0.50 | $0.43 | $0.41 | $0.38 | $0.36 | |
| Shares (Basic) | 14,044,290 | 14,125,649 | -28,428,032 | 14,172,953 | 14,221,597 | |
| Shares (Diluted) | 14,044,290 | 14,125,649 | -28,442,840 | 14,172,953 | 14,223,418 |
Balance general 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $159M | $150M | $130M | $164M | $117M | |
| PP&E (Net) | $1M | $1M | $1M | $1M | $2M | |
| PP&E (Gross) | · | · | $11M | · | · | |
| Accum. Depreciation | · | · | $9M | · | · | |
| Total Assets | $2.40B | $2.35B | $2.33B | $2.32B | $2.27B | |
| Total Liabilities | $2.13B | $2.08B | $2.07B | $2.06B | $2.01B | |
| Long-term Debt | $81M | $81M | $81M | $81M | $81M | |
| Paid-in Capital | $94M | $94M | $96M | $96M | $96M | |
| Retained Earnings | $187M | $182M | $177M | $171M | $166M | |
| AOCI | $-8M | $-8M | $-7M | $-8M | $-8M | |
| Stockholders' Equity | $274M | $268M | $266M | $260M | $254M | |
| Liabilities + Equity | $2.40B | $2.35B | $2.33B | $2.32B | $2.27B |
Flujo de Efectivo 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Stock-based Comp | $141.0K | $141.0K | $169.0K | $120.0K | $120.0K | |
| Deferred Tax | $50.0K | $-47.0K | $175.0K | $-82.0K | $87.0K | |
| Operating Cash Flow | $5M | $9M | $7M | $1M | $8M | |
| CapEx | $6.0K | $1.0K | $18.0K | $33.0K | $161.0K | |
| Investing Cash Flow | $-40M | $-414.0K | $-43M | $-10M | $-46M | |
| Stock Repurchased | $0 | $2M | $768.0K | $294.0K | $1M | |
| Net Stock Activity | · | $-2M | · | · | · | |
| Dividends Paid | $1M | $1M | $1.0K | $0 | · | |
| Financing Cash Flow | $44M | $12M | $3M | $55M | $-14M | |
| Net Change in Cash | $9M | $20M | $-34M | $47M | $-52M | |
| Free Cash Flow | · | $9M | · | · | · |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Net Margin | 37.4% | 36.3% | · | 33.2% | 33.1% | |
| Pretax Margin | 48.1% | 46.7% | · | 42.2% | 42.7% | |
| ROA | 0.30% | 0.26% | · | 0.24% | 0.22% | |
| ROE | 2.7% | 2.3% | · | 2.1% | 2.1% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|---|
| Revenue TTM | · | $63M | · | $60M | $56M | |
| Net Income TTM | $24M | $21M | · | $20M | $18M | |
| P/E | 13.1 | 13.4 | · | 14.4 | 14.6 | |
| Earnings Yield | 7.7% | 7.4% | · | 7.0% | 6.9% | |
| Payout Ratio | · | 20.9% | · | · | · |
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 | $21M | $17M | $5M | $32M | $25M |
| EPS Diluido | $1.49 | $1.20 | $0.36 | $2.25 | $1.83 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | 0.2 | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $22M | $17M | $17M | $33M | — |
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Propietarios institucionales (13F) 99 declarantes · $88.5M 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 |
|---|---|---|---|---|
| 27 (+20 vs trimestre anterior) | 5 (+2 vs trimestre anterior) | 33 (+5 vs trimestre anterior) | 13 (-8 vs trimestre anterior) | +519K |
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 GROUP INC | $12 169 632 | 608 786 | 13,75% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $11 653 626 | 534 570 | 13,17% | Acciones |
| EVERMAY WEALTH MANAGEMENT LLC | $7 655 049 | 351 149 | 8,65% | Acciones |
| TOTH FINANCIAL ADVISORY CORP | $7 330 310 | 336 253 | 8,28% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $5 848 235 | 268 192 | 6,61% | Acciones |
| STATE STREET CORP | $4 763 780 | 218 522 | 5,38% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 882 841 | 178 112 | 4,39% | Acciones |
| MAI Capital Management | $2 903 150 | 133 172 | 3,28% | Acciones |
| BROWN ADVISORY INC | $2 361 856 | 108 342 | 2,67% | Acciones |
| Elizabeth Park Capital Advisors, Ltd. | $2 296 390 | 105 339 | 2,59% | Acciones |
| Cresset Asset Management, LLC | $2 277 981 | 104 494 | 2,57% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $2 260 660 | 103 700 | 2,55% | Acciones |
| MACKENZIE FINANCIAL CORP | $1 922 825 | 88 203 | 2,17% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 842 471 | 84 517 | 2,08% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 806 392 | 82 862 | 2,04% | Acciones |
| Wealthspire Advisors, LLC | $1 402 451 | 64 333 | 1,58% | Acciones |
| Meridian Financial Partners LLC | $1 264 161 | 57 619 | 1,43% | Acciones |
| Quantinno Capital Management LP | $991 900 | 45 500 | 1,12% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $912 328 | 41 850 | 1,03% | Acciones |
| Selective Wealth Management, Inc. | $911 665 | 41 103 | 1,03% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $838 493 | 38 463 | 0,95% | Acciones |
| BlackRock, Inc. | $782 467 | 35 893 | 0,88% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $669 020 | 30 689 | 0,76% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $601 375 | 27 586 | 0,68% | Acciones |
| Trexquant Investment LP | $529 958 | 24 310 | 0,60% | Acciones |
| GOLDMAN SACHS GROUP INC | $481 170 | 22 072 | 0,54% | Acciones |
| Advisory Services Network, LLC | $469 790 | 21 550 | 0,53% | Acciones |
| NewEdge Advisors, LLC | $459 676 | 21 086 | 0,52% | Acciones |
| Snowden Capital Advisors LLC | $458 149 | 21 016 | 0,52% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $432 032 | 19 818 | 0,49% | Acciones |
| Mariner, LLC | $388 826 | 17 836 | 0,44% | Acciones |
| MARSHALL WACE, LLP | $369 116 | 16 932 | 0,42% | Acciones |
| Man Group plc | $366 153 | 16 796 | 0,41% | Acciones |
| RHUMBLINE ADVISERS | $339 858 | 15 590 | 0,38% | Acciones |
| Blue Edge Capital, LLC | $337 900 | 15 500 | 0,38% | Acciones |
| KFA Private Wealth Group, LLC | $324 057 | 14 865 | 0,37% | Acciones |
| Bank of New York Mellon Corp | $307 772 | 14 118 | 0,35% | Acciones |
| XTX Topco Ltd | $306 879 | 14 077 | 0,35% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $284 599 | 13 055 | 0,32% | Acciones |
| Lido Advisors, LLC | $272 609 | 12 505 | 0,31% | Acciones |
| DEUTSCHE BANK AG\ | $239 909 | 11 005 | 0,27% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $232 693 | 10 674 | 0,26% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $231 603 | 10 624 | 0,26% | Acciones |
| WELLS FARGO & COMPANY/MN | $230 164 | 10 558 | 0,26% | Acciones |
| Quadrature Capital Ltd | $202 173 | 9 274 | 0,23% | Acciones |
| UBS Group AG | $191 731 | 8 795 | 0,22% | Acciones |
| OSAIC HOLDINGS, INC. | $183 839 | 8 433 | 0,21% | Acciones |
| MetLife Investment Management, LLC | $157 941 | 7 245 | 0,18% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $126 549 | 5 805 | 0,14% | Acciones |
| CITADEL ADVISORS LLC | $122 472 | 5 618 | 0,14% | Acciones |
| CITIGROUP INC | $117 764 | 5 402 | 0,13% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $101 741 | 4 667 | 0,11% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $101 152 | 4 640 | 0,11% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $98 580 | 4 522 | 0,11% | Acciones |
| Vanguard Global Advisers, LLC | $92 301 | 4 234 | 0,10% | Acciones |
| BARCLAYS PLC | $76 343 | 3 502 | 0,09% | Acciones |
| Atlantic Union Bankshares Corp | $73 575 | 3 375 | 0,08% | Acciones |
| Russell Investments Group, Ltd. | $62 416 | 2 854 | 0,07% | Acciones |
| Sandy Spring Bank | $55 755 | 3 375 | 0,06% | Acciones |
| Tower Research Capital LLC (TRC) | $49 181 | 2 256 | 0,06% | Acciones |
| NORTHERN TRUST CORP | $43 295 | 1 986 | 0,05% | Acciones |
| T. Rowe Price Investment Management, Inc. | $42 849 | 1 965 531 | 0,05% | Acciones |
| STRS OHIO | $34 880 | 1 600 | 0,04% | Acciones |
| Ameritas Investment Partners, Inc. | $27 468 | 1 260 | 0,03% | Acciones |
| Legal & General Group Plc | $25 397 | 1 165 | 0,03% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13 872 | 684 | 0,02% | Acciones |
| MORGAN STANLEY | $10 944 | 502 | 0,01% | Acciones |
| Versant Capital Management, Inc | $10 355 | 475 | 0,01% | Acciones |
| CWM, LLC | $8 051 | 397 | 0,01% | Acciones |
| Nuveen, LLC | $7 913 | 363 | 0,01% | Acciones |
| Nuveen Asset Management, LLC | $7 289 | 363 | 0,01% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $7 216 | 331 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $7 000 | 317 | 0,01% | Acciones |
| Arax Advisory Partners | $6 933 | 318 | 0,01% | Acciones |
| Sterling Capital Management LLC | $5 537 | 254 | 0,01% | Acciones |
| GAMMA Investing LLC | $5 363 | 246 | 0,01% | Acciones |
| Quarry LP | $2 943 | 135 | 0,00% | Acciones |
| Optiver Holding B.V. | $2 747 | 126 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $2 596 | 119 | 0,00% | Acciones |
| Allworth Financial LP | $2 159 | 99 | 0,00% | Acciones |
| Larson Financial Group LLC | $2 158 | 99 | 0,00% | Acciones |
| FMR LLC | $2 049 | 94 | 0,00% | Acciones |
| ACADIAN ASSET MANAGEMENT LLC | $1 995 | 91 906 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $1 422 | 65 | 0,00% | Acciones |
| IFP Advisors, Inc | $959 | 44 | 0,00% | Acciones |
| Essential Partners LLC | $916 | 42 | 0,00% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $385 | 19 | 0,00% | Acciones |
| GSA CAPITAL PARTNERS LLP | $327 | 14 985 | 0,00% | Acciones |
| SG Americas Securities, LLC | $303 | 13 898 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $283 | 13 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $196 | 9 | 0,00% | Acciones |
| True Wealth Design, LLC | $131 | 6 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $44 | 2 | 0,00% | Acciones |
| Keating Financial Advisory Services, Inc. | $22 | 1 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $22 | 1 | 0,00% | Acciones |
| Wealth Enhancement Trust Services, Inc. | $22 | 1 | 0,00% | Acciones |
| Sunbelt Securities, Inc. | $20 | 1 | 0,00% | Acciones |
| HARBOR CAPITAL ADVISORS, INC. | $3 | 134 | 0,00% | Acciones |
| Covestor Ltd | $0 | 3 | 0,00% | Acciones |
Informantes de la empresa 4 insiders · 1 directivos · 3 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Christopher W Bergstrom | CHIEF EXECUTIVE OFFICER | 17 de junio de 2026 G | 32 720 | 0 | 0 | $0 |
| Oscar Leland Mahan | Consejero | 3 de junio de 2026 P | 94 981 | 1 | 0 | $3 764 |
| Jonathan Craig Kinney | Consejero | 3 de junio de 2026 P | 278 688 | 10 | 0 | $125 607 |
| GARCIA MICHAEL A | — | 16 de diciembre de 2025 A | 36 273 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 21 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,07% | 43 591 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,02% | 134 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,02% | 135 108 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 10 993 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1 267 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 72 536 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 329 655 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 5 588 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 596 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 465 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 472 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 559 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 12 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 32 162 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 5 995 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,00% | 1 425 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 916 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 143 868 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 379 425 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 988 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,00% | 146 NS | 30 de abril de 2026 | N-PORT |