MSB Mesabi Trust Common Stock
NYSE · Metals & Mining · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Sep 11, 2026
$18,90
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$18,50mínimo 52 semanas
$42,38máximo 52 semanas
Ingresos
$18M
tus insignias
Rango 52S
$18–$42
Calificación del Analista
·
Precio Objetivo
·
P/E
·
ROE
64.2%
Margen de Beneficio Neto
54.5%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
MSB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$18.90
Ingresos
$18M
ROE
64.2%
Rango 52S
$19–$42
MSB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$18M2017-01-31 → 2026-01-31
Margen neto54.5%2017-01-31 → 2026-01-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | MSB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen de Beneficio Neto (TTM) | 54.5%promedio 5A ≈84.3% | ≈84.3% | · | · | |
| ROA | 22.0%promedio 5A ≈91.0% | ≈91.0% | · | · | |
| ROE | 64.2%promedio 5A ≈111.5% | ≈111.5% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | MSB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | -82.2%promedio 5A ≈106.1% | ≈106.1% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 31.3%promedio 5A ≈12.8% | ≈12.8% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | -7.5% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -85.1%promedio 5A ≈133.1% | ≈133.1% | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 37.7%promedio 5A ≈13.9% | ≈13.9% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -9.9% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | MSB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.3promedio 5A ≈1.0 | ≈1.0 | · | · | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 18.0promedio 5A ≈27.4 | ≈27.4 | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Ratio de Pago659.4%
Pago anualizado≈$0.20
CAGR de Dividendos a 5 años≈-0.44%
Racha de Crecimiento≈2
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Jul 30, 2026 | $0,05 | USD | ≈3.9% |
| Abr 30, 2026 | $0,24 | USD | ≈3.5% |
| Ene 30, 2026 | $0,26 | USD | ≈3.9% |
| Oct 30, 2025 | $0,34 | USD | ≈20.0% |
| Jul 30, 2025 | $0,12 | USD | ≈24.4% |
| Abr 30, 2025 | $0,56 | USD | ≈25.8% |
| Ene 30, 2025 | $5,95 | USD | ≈27.5% |
| Oct 30, 2024 | $0,39 | USD | ≈5.7% |
| Jul 30, 2024 | $0,30 | USD | ≈7.7% |
| Abr 29, 2024 | $0,29 | USD | ≈6.0% |
| Ene 29, 2024 | $0,37 | USD | ≈3.6% |
| Oct 27, 2023 | $0,35 | USD | ≈1.7% |
| Jul 28, 2022 | $0,84 | USD | ≈19.8% |
| Abr 28, 2022 | $1,04 | USD | ≈17.5% |
| Ene 27, 2022 | $1,75 | USD | ≈14.9% |
| Oct 28, 2021 | $1,42 | USD | ≈12.3% |
| Jul 29, 2021 | $0,09 | USD | ≈5.1% |
| Abr 29, 2021 | $0,89 | USD | ≈4.9% |
| Ene 28, 2021 | $0,46 | USD | ≈5.5% |
| Oct 29, 2020 | $0,36 | USD | ≈7.0% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-5.4%
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 31 de diciembre de 2026 | $0.21 | — | — | |
| 31 de marzo de 2013 | $0.36 | $0.42 | -15.1% | |
| 31 de diciembre de 2012 | $0.89 | $0.78 | 14.4% | |
| 30 de septiembre de 2012 | $0.83 | $0.89 | -6.6% | |
| 30 de junio de 2012 | $0.26 | $0.30 | -14.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $18M | $99M | $23M | $8M | $71M | $26M | $32M | $47M | $34M | $11M | $10M | $26M | |
| Cost of Revenue | $4M | $5M | $4M | $2M | $3M | $3M | $2M | $2M | $1M | $1M | · | · | |
| SG&A Expense | · | · | · | · | · | · | · | · | $1M | $1M | $1M | $1M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | $1M | $1M | |
| Interest Income | · | · | · | · | · | $35.5K | $283.0K | $260.0K | $92.5K | $5.1K | $7.1K | $9.1K | |
| Net Income | $14M | $93M | $19M | $5M | $69M | $23M | $30M | $46M | $33M | $10M | $9M | $25M | |
| EPS (Basic) | $1.06 | $7.11 | $1.45 | $0.41 | $5.24 | $1.78 | $2.29 | $3.47 | $2.55 | $0.74 | $0.65 | $1.89 | |
| Shares (Basic) | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | |
| Shares (Diluted) | · | · | · | · | · | · | · | · | · | · | · | 13,120,010 |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | $314.8K | $14M | $3M | $9M | |
| Receivables | $782.4K | $1M | $2M | $23.6K | $5M | $249.5K | $69.6K | $2M | $2M | · | · | · | |
| Prepaid Expense | $147.4K | $122.5K | $297.6K | $127.2K | $122.5K | $94.6K | $67.7K | $54.5K | $54.6K | $53.6K | $54.9K | $55.0K | |
| Current Assets | $24M | $102M | $27M | $14M | $54M | $23M | $24M | $35M | $26M | $14M | $9M | $10M | |
| Total Assets | $24M | $102M | $27M | $14M | $54M | $23M | $24M | $35M | $26M | $14M | $10M | $10M | |
| Total Liabilities | $4M | $78M | $6M | $3M | $23M | $6M | $12M | $19M | $16M | $4M | $827.8K | $8M | |
| Stockholders' Equity | $20M | $23M | $21M | $11M | $31M | $16M | $12M | $17M | $11M | · | · | · | |
| Liabilities + Equity | $24M | $102M | $27M | $14M | $54M | $23M | $24M | $35M | $26M | $14M | $10M | $10M |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $14M | $94M | $15M | $14M | $63M | $21M | $35M | $45M | $30M | $13M | $8M | $24M | |
| Investing Cash Flow | · | · | · | · | $10M | $3M | $19M | $-8M | $-23M | $6M | $-5M | · | |
| Dividends Paid | $91M | $18M | $5M | $48M | $38M | $22M | $44M | $37M | $20M | $7M | $9M | $23M | |
| Net Change in Cash | · | · | · | · | $35M | $2M | $9M | $567.0K | $-13M | $11M | $-6M | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 79.1% | 94.6% | 83.0% | 68.6% | 96.2% | 90.2% | 94.0% | 96.3% | 96.9% | 89.5% | 88.0% | 95.0% | |
| ROA | 22.0% | 145.3% | 93.0% | 15.6% | 179.0% | 100.5% | 101.7% | 147.7% | 165.9% | 79.9% | 86.0% | 265.6% | |
| ROE | 64.2% | 157.2% | 90.1% | 41.0% | 204.9% | 161.5% | 216.5% | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 1.5 | 1.1 | 0.2 | 1.9 | 1.1 | 1.1 | 1.5 | 1.7 | 0.9 | 1.0 | 2.8 | |
| Receivables Turnover | 18.0 | 63.2 | 23.0 | 3.3 | 29.3 | 162.7 | 26.6 | 22.0 | · | · | · | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | · | · | · | · | · | · | · | · | · | · | · | $1.99 | |
| Cash Flow / Share | · | · | · | · | · | · | · | · | · | · | · | $1.85 |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -82.2% | 331.3% | 195.3% | -89.2% | 175.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 31.3% | 11.3% | -4.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -7.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -85.1% | 391.4% | 257.6% | -92.3% | 193.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 37.7% | 10.7% | -6.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -9.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 33.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $18M | $99M | $23M | $8M | $71M | $26M | $32M | $47M | $34M | $11M | $10M | $26M | |
| Net Income TTM | $14M | $93M | $19M | $5M | $69M | $23M | $30M | $46M | $33M | $10M | $9M | $25M | |
| Payout Ratio | 659.4% | 19.0% | 24.2% | 897.1% | 54.6% | 93.6% | 146.7% | 80.3% | 58.4% | 75.1% | · | · | |
| Annual Payout | $91M | $18M | $5M | $48M | $38M | $22M | $44M | $37M | $20M | $7M | $9M | $23M |
Estado de resultados
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q3 2026 | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2M | $2M | $4M | $6M | $5M | $79M | $6M | $6M | $5M | $10M | $2M | $84.7K | $-4M | $14M | $16M | $28M | |
| Cost of Revenue | $3M | $1M | $823.0K | $862.9K | $1M | $676.3K | $1M | $3M | $810.0K | $705.9K | $825.7K | $498.4K | $490.6K | $601.1K | $365.3K | $988.2K | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $179 | |
| Net Income | $-95.0K | $1M | $3M | $5M | $4M | $78M | $5M | $3M | $4M | $9M | $1M | $-413.7K | $-5M | $14M | $16M | $27M | |
| EPS (Basic) | $-0.01 | $0.08 | $0.21 | $0.36 | $0.28 | $5.97 | $0.41 | $0.27 | $0.31 | $0.70 | $0.08 | $-0.03 | $-0.37 | $1.04 | $1.22 | $2.04 | |
| Shares (Basic) | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 | 13,120,010 |
Balance general
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q3 2026 | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $968.0K | $631.6K | $2M | $1M | $2M | $4M | $3M | $2M | $2M | $2M | $1M | $34.5K | $9.5K | $2M | $8M | $13M | |
| Prepaid Expense | $439.7K | $137.7K | $229.3K | $318.2K | $111.5K | $204.2K | $292.7K | $112.4K | $212.8K | $303.9K | $112.7K | $210.3K | $299.5K | $106.5K | $202.5K | $288.3K | |
| Current Assets | $20M | $22M | $26M | $25M | $27M | $101M | $26M | $25M | $26M | $22M | $15M | $15M | $26M | $45M | $55M | $41M | |
| Total Assets | $20M | $22M | $26M | $25M | $27M | $101M | $26M | $25M | $26M | $22M | $15M | $15M | $26M | $45M | $55M | $41M | |
| Total Liabilities | $2M | $4M | $5M | $2M | $8M | $5M | $4M | $4M | $5M | $256.4K | $2M | $296.1K | $11M | $14M | $19M | $2M | |
| Stockholders' Equity | $18M | $18M | $21M | $23M | $20M | $95M | $22M | $21M | $21M | $22M | $12M | $14M | $15M | $31M | $36M | $39M | |
| Liabilities + Equity | $20M | $22M | $26M | $25M | $27M | $101M | $26M | $25M | $26M | $22M | $15M | $15M | $26M | $45M | $55M | $41M |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q3 2026 | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $249.1K | $533.7K | $4M | $4M | $2M | $78M | $4M | $3M | $5M | $5M | $-863.6K | $-264.2K | $2M | $13M | $19M | $18M | |
| Investing Cash Flow | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $10M | |
| Dividends Paid | $3M | $3M | $2M | $7M | $78M | $4M | $4M | $5M | · | · | · | $11M | $14M | $23M | $1M | $12M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | · | $12M | $-35M | $-10M | $18M | $16M |
Rentabilidad
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q3 2026 | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -3.8% | 48.4% | 77.1% | 84.6% | 76.7% | 99.1% | 83.2% | 55.7% | 83.5% | 92.9% | 55.3% | -488.5% | 111.2% | 95.8% | 97.8% | 96.4% | |
| ROA | -0.43% | 4.4% | 4.4% | 18.6% | 13.8% | 123.7% | 22.4% | 17.5% | 20.1% | 38.3% | 3.5% | -1.2% | -14.4% | 37.7% | 44.1% | 98.8% | |
| ROE | -0.47% | 5.7% | 4.8% | 21.1% | 18.0% | 134.5% | 24.7% | 21.0% | 23.0% | 50.3% | 4.7% | -1.6% | -18.1% | 61.6% | 65.5% | 104.8% |
Eficiencia
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q3 2026 | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 1.2 | 0.3 | 0.3 | 0.2 | 0.4 | 0.1 | 0.0 | -0.1 | 0.4 | 0.5 | 1.0 | |
| Receivables Turnover | 2.1 | 1.8 | 1.3 | 2.8 | 2.5 | 27.4 | 3.0 | 3.9 | 5.1 | 10.9 | 1.0 | 0.0 | -0.7 | 3.6 | 3.4 | 4.1 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q3 2026 | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $12M | $15M | $21M | $96M | $97M | $98M | $24M | $27M | $14M | $10M | $-5M | $28M | $44M | $76M | $64M | $54M | |
| Net Income TTM | $6M | $11M | $17M | $93M | $93M | $92M | $18M | $21M | $11M | $7M | $-7M | $26M | $42M | $74M | $61M | $50M | |
| Payout Ratio | · | 313.7% | · | · | 2149.8% | · | · | 139.3% | · | · | · | · | · | 168.9% | · | · | |
| Annual Payout | $13M | $17M | $92M | $94M | $91M | · | · | · | $48M | $48M | $48M | $66M | $56M | $54M | $24M | $23M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Ingresos | $18M | $99M | $23M | $8M | $71M |
| Beneficio neto | $14M | $93M | $19M | $5M | $69M |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 71 declarantes · $169.5M 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.
Tenedores
71
Valor en tenencia
$169.5M
Nuevas posiciones
7
Posiciones cerradas
12
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 7 (-4 vs trimestre anterior) | 12 (-4 vs trimestre anterior) | 22 (0 vs trimestre anterior) | 17 (-7 vs trimestre anterior) | -55K |
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 |
|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | $81 450 362 | 3 219 382 | 48,05% | Acciones |
| VALUEWORKS LLC | $16 944 253 | 669 733 | 10,00% | Acciones |
| CWA Asset Management Group, LLC | $13 130 052 | 518 974 | 7,75% | Acciones |
| FIRST MANHATTAN CO. LLC. | $10 028 237 | 396 373 | 5,92% | Acciones |
| MAD RIVER INVESTORS | $8 190 493 | 323 735 | 4,83% | Acciones |
| Advisory Services Network, LLC | $4 697 424 | 185 669 | 2,77% | Acciones |
| Moors & Cabot, Inc. | $4 510 711 | 178 289 | 2,66% | Acciones |
| EagleClaw Capital Managment, LLC | $4 315 548 | 170 575 | 2,55% | Acciones |
| MORGAN STANLEY | $2 866 313 | 113 293 | 1,69% | Acciones |
| Bank of New York Mellon Corp | $2 567 051 | 101 464 | 1,51% | Acciones |
| SEI INVESTMENTS CO | $2 122 240 | 83 883 | 1,25% | Acciones |
| Lido Advisors, LLC | $2 023 562 | 79 982 | 1,19% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $1 509 119 | 59 649 | 0,89% | Acciones |
| MSRH, LLC | $1 421 091 | 45 114 | 0,84% | Acciones |
| ROYAL BANK OF CANADA | $1 387 000 | 54 825 | 0,82% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 129 848 | 44 658 | 0,67% | Acciones |
| CITADEL ADVISORS LLC | $888 030 | 35 100 | 0,52% | Opción de compra |
| JPMORGAN CHASE & CO | $873 339 | 36 572 | 0,52% | Acciones |
| PECAUT & CO. | $859 264 | 33 963 | 0,51% | Acciones |
| LANARK FINANCIAL, INC. | $777 772 | 30 742 | 0,46% | Acciones |
| HighTower Advisors, LLC | $648 077 | 25 616 | 0,38% | Acciones |
| Steward Partners Investment Advisory, LLC | $623 341 | 24 638 | 0,37% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $457 210 | 18 071 | 0,27% | Acciones |
| WELLS FARGO & COMPANY/MN | $446 746 | 17 658 | 0,26% | Acciones |
| Russell Investments Group, Ltd. | $432 048 | 17 077 | 0,25% | Acciones |
| Westmount Partners, LLC | $426 455 | 16 856 | 0,25% | Acciones |
| One Charles Private Wealth Services, LLC | $410 619 | 16 230 | 0,24% | Acciones |
| PKS Advisory Services, LLC | $404 194 | 15 975 | 0,24% | Acciones |
| LPL Financial LLC | $396 788 | 15 683 | 0,23% | Acciones |
| UBS Group AG | $376 793 | 14 893 | 0,22% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $367 356 | 14 520 | 0,22% | Acciones |
| Essex Financial Services, Inc. | $354 993 | 14 031 | 0,21% | Acciones |
| XTX Topco Ltd | $321 108 | 12 692 | 0,19% | Acciones |
| JANE STREET GROUP, LLC | $316 250 | 12 500 | 0,19% | Opción de compra |
| Acorn Wealth Advisors, LLC | $278 300 | 11 000 | 0,16% | Acciones |
| Inspire Advisors, LLC | $270 786 | 10 703 | 0,16% | Acciones |
| STEINBERGANNA WEALTH MANAGEMENT | $264 754 | 10 465 | 0,16% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $237 820 | 9 400 | 0,14% | Opción de venta |
| RAYMOND JAMES FINANCIAL INC | $235 392 | 9 304 | 0,14% | Acciones |
| Quent Capital, LLC | $73 140 | 3 041 | 0,04% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $63 250 | 2 500 | 0,04% | Acciones |
| OSAIC HOLDINGS, INC. | $49 153 | 1 942 | 0,03% | Acciones |
| NewEdge Advisors, LLC | $41 568 | 1 643 | 0,02% | Acciones |
| Farther Finance Advisors, LLC | $38 096 | 1 506 | 0,02% | Acciones |
| Medallion Wealth Advisors, LLC | $31 372 | 1 240 | 0,02% | Acciones |
| CITIGROUP INC | $27 425 | 1 084 | 0,02% | Acciones |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $25 300 | 1 000 | 0,01% | Acciones |
| United Financial Planning Group LLC | $25 300 | 1 000 | 0,01% | Acciones |
| CWM, LLC | $21 436 | 682 | 0,01% | Acciones |
| COMERICA BANK | $21 186 | 550 | 0,01% | Acciones |
Informantes de la empresa 2 insiders · 0 directivos · 0 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robin M. Radke | · | 11 de junio de 2019 P | 595 | 0 | 0 | $0 |
| James A Ehrenberg | · | 28 de octubre de 2008 P | 3 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 13 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 |
|---|---|---|---|---|
| FSMD · FIDELITY COVINGTON TRUST | 0,04% | 44 641 NS | 31 de julio de 2026 | N-PORT |
| SCZ · iShares Trust | 0,03% | 2 884 365 SH | 11 de septiembre de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 3 089 463 SH | 19 de agosto de 2026 | Diario |
| IPAC · iShares Trust | 0,01% | 248 281 SH | 11 de septiembre de 2026 | Diario |
| WSML · iShares Trust | 0,01% | 49 221 SH | 11 de septiembre de 2026 | Diario |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 878 924 SH | 19 de agosto de 2026 | Diario |
| IDEV · iShares Trust | 0,01% | 1 248 946 SH | 11 de septiembre de 2026 | Diario |
| IEFA · iShares Trust | 0,01% | 6 980 801 SH | 11 de septiembre de 2026 | Diario |
| IXUS · iShares Trust | 0,00% | 753 365 SH | 11 de septiembre de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 12 104 365 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 701 866 SH | 19 de agosto de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,00% | 8 008 646 SH | 19 de agosto de 2026 | Diario |
| VSGX · VANGUARD WORLD FUND | 0,00% | 168 521 SH | 19 de agosto de 2026 | Diario |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Sep 11, 2026