MSIF MSC Income Fund, Inc. Common Stock
MSIF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
MSIF Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 3 de agosto de 2026 | $0,1100 |
| 2 de julio de 2026 | $0,1100 |
| 31 de marzo de 2026 | $0,3600 |
| 31 de diciembre de 2025 | $0,3600 |
| 30 de septiembre de 2025 | $0,3600 |
| 30 de junio de 2025 | $0,3600 |
| 31 de marzo de 2025 | $0,3600 |
MSIF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 2 14,3%
- Compra 9 64,3%
- Mantener 3 21,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-18Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.26 | $0.37 | -0.11% |
| 31 de marzo de 2026 | $0.36 | $0.37 | -0.01% |
| 31 de diciembre de 2025 | $0.44 | $0.37 | 0.07% |
| 30 de septiembre de 2025 | $0.35 | $0.39 | -0.04% |
| 30 de junio de 2025 | $0.35 | $0.37 | -0.02% |
| 31 de marzo de 2025 | $0.38 | $0.36 | 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 |
|---|---|---|---|---|---|---|
| MSIF | $612M | 9.9 | — | — | 12.1% | — |
| GAIN | — | — | — | — | — | — |
| ALTI | — | -3.2 | 28.5% | -46.9% | -19.0% | — |
| CCAP | $519M | 7.8 | — | — | 4.8% | — |
| NCDL | $659M | 7.2 | — | — | 7.4% | — |
| GLAD | $494M | 10.6 | — | — | 11.9% | — |
| CCAP | $519M | 7.8 | — | — | 4.8% | — |
| CION | $497M | — | — | — | -2.8% | — |
| TCPC | $463M | -5.2 | — | — | -13.3% | — |
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 |
|---|---|---|---|---|---|---|
| SG&A Expense | $4M | $4M | $4M | $4M | $4M | |
| Interest Expense | · | · | $36M | $24M | $14M | |
| Interest Income | $116M | $118M | $117M | $91M | $73M | |
| Income Tax | · | $0 | $0 | $2M | $2M | |
| Net Income | $89M | $57M | $66M | $46M | $74M | |
| EPS (Basic) | $1.33 | $1.34 | $1.38 | $1.32 | $0.67 | |
| EPS (Diluted) | $1.33 | $1.34 | $1.38 | $1.32 | $0.67 | |
| Shares (Basic) | 46,497,019 | 40,174,311 | 40,134,501 | 39,996,520 | 79,873,537 | |
| Shares (Diluted) | 46,497,019 | 40,174,311 | 40,134,501 | 39,996,520 | 79,873,537 |
Balance general 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $21M | $28M | $31M | $21M | · | |
| Total Assets | $1.38B | $1.22B | $1.14B | $1.11B | · | |
| Deferred Tax | $5M | $0 | $3M | $362.0K | · | |
| Total Liabilities | $642M | $600M | $518M | $497M | · | |
| Long-term Debt | $603M | $565M | $485M | $471M | · | |
| Common Stock | $47.0K | $40.0K | $40.0K | $80.0K | · | |
| Paid-in Capital | $782M | $690M | $686M | $684M | · | |
| Retained Earnings | $-43M | $-65M | $-64M | $-75M | · | |
| Stockholders' Equity | $739M | $625M | $622M | $610M | $613M | |
| Liabilities + Equity | $1.38B | $1.22B | $1.14B | $1.11B | · | |
| Shares Outstanding | 46,588,608 | 40,240,358 | 40,054,433 | 40,053,000 | 39,913,303 |
Flujo de Efectivo 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Deferred Tax | $6M | $-4M | $3M | $362.0K | $0 | |
| Operating Cash Flow | $-70M | $-28M | $50M | $77M | $-191M | |
| Stock Issued | $0 | $7M | $8M | $750.0K | $674.0K | |
| Stock Repurchased | $12M | $21M | $24M | $16M | $10M | |
| Net Stock Activity | $-12M | $-14M | $-16M | · | · | |
| Dividends Paid | $68M | $58M | $56M | $52M | · | |
| Financing Cash Flow | $63M | $26M | $-41M | $-81M | $168M | |
| Net Change in Cash | $-8M | $-2M | $9M | $-5M | $-23M | |
| Taxes Paid | $6M | $709.0K | $2M | · | · |
Rentabilidad 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | 6.8% | 4.8% | 5.9% | · | · | |
| ROE | 12.1% | 9.1% | 10.7% | · | · |
Tasas de Crecimiento 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | -0.75% | -2.9% | 4.5% | 97.0% | · | |
| EPS CAGR 3Y | 0.25% | 26.0% | · | · | · | |
| Net Income YoY | 56.9% | -14.6% | 45.2% | -38.1% | · | |
| Net Income CAGR 3Y | 24.9% | -8.4% | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $89M | $57M | $66M | $46M | $74M | |
| Market Cap | $612M | · | · | · | · | |
| P/E | 9.9 | · | · | · | · | |
| P/B | 0.8 | · | · | · | · | |
| P / Tangible Book | 0.8 | · | · | · | · | |
| P / Cash Flow | -8.7 | · | · | · | · | |
| Dividend Yield | 11.1% | · | · | · | · | |
| Earnings Yield | 10.1% | · | · | · | · | |
| Payout Ratio | 76.2% | 102.9% | 84.7% | · | · | |
| Annual Payout | $68M | $58M | $56M | $52M | · |
Estado de resultados 9
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $1M | $1M | $827.0K | $1M | $1M | $1M | $991.0K | $1M | $1M | $1M | $962.0K | $1M | $1M | $880.0K | $941.0K | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $10M | · | $9M | $9M | $8M | $7M | |
| Interest Income | $30M | $29M | $29M | $30M | $29M | $27M | $30M | $30M | $29M | $29M | $30M | $29M | $28M | $29M | $23M | |
| Income Tax | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | $-3M | $-27.0K | $2M | $1M | $722.0K | |
| Net Income | $29M | $13M | $30M | $27M | $16M | $16M | $20M | $7M | $18M | $11M | $21M | $13M | $19M | $12M | $15M | |
| EPS (Basic) | · | $0.35 | $0.28 | $0.35 | $0.35 | $0.35 | $0.34 | $0.32 | $0.33 | $0.35 | $0.84 | $0.18 | $0.18 | $0.18 | $0.16 | |
| EPS (Diluted) | · | $0.35 | $0.28 | $0.35 | $0.35 | $0.35 | $0.34 | $0.32 | $0.33 | $0.35 | $0.84 | $0.18 | $0.18 | $0.18 | $0.16 | |
| Shares (Basic) | 45,345,229 | 46,116,898 | -92,534,157 | 47,303,204 | 47,047,888 | 44,680,084 | -80,289,733 | 40,167,985 | 40,166,664 | 40,129,395 | -200,601,570 | 80,300,145 | 80,299,938 | 80,135,988 | 80,048,855 | |
| Shares (Diluted) | 45,345,229 | 46,116,898 | -92,534,157 | 47,303,204 | 47,047,888 | 44,680,084 | -80,289,733 | 40,167,985 | 40,166,664 | 40,129,395 | -200,601,570 | 80,300,145 | 80,299,938 | 80,135,988 | 80,048,855 |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $28M | $16M | $21M | $18M | $28M | $39M | $28M | $49M | $29M | $25M | · | $23M | $30M | $27M | · | |
| Total Assets | $1.44B | $1.41B | $1.38B | $1.30B | $1.29B | $1.32B | $1.22B | $1.23B | $1.21B | $1.16B | · | $1.15B | $1.13B | $1.11B | · | |
| Deferred Tax | $10M | $6M | $5M | $782.0K | · | · | $0 | $7M | $6M | $4M | · | $3M | $3M | $1M | · | |
| Total Liabilities | $695M | $690M | $642M | $564M | $570M | $604M | $600M | $609M | $588M | $540M | · | $539M | $519M | $504M | · | |
| Long-term Debt | $661M | $649M | $603M | $529M | $539M | $570M | $565M | $556M | $551M | $504M | · | $506M | $487M | $473M | · | |
| Common Stock | $45.0K | $45.0K | $47.0K | $47.0K | $47.0K | $47.0K | $40.0K | $80.0K | $80.0K | $80.0K | · | $80.0K | $80.0K | $80.0K | · | |
| Paid-in Capital | $766M | $766M | $782M | $791M | $789M | $785M | $690M | $690M | $688M | $687M | · | $685M | $685M | $685M | · | |
| Retained Earnings | $-17M | $-46M | $-43M | $-57M | $-66M | $-66M | $-65M | $-72M | $-64M | $-68M | $-64M | $-72M | $-71M | $-76M | · | |
| Stockholders' Equity | $749M | $720M | $739M | $734M | $723M | $719M | $625M | $618M | $623M | $619M | $622M | $614M | $614M | $608M | · | |
| Liabilities + Equity | $1.44B | $1.41B | $1.38B | $1.30B | $1.29B | $1.32B | $1.22B | $1.23B | $1.21B | $1.16B | · | $1.15B | $1.13B | $1.11B | · | |
| Shares Outstanding | 45,345,229 | 45,345,229 | 46,588,608 | 47,268,027 | 47,148,802 | 46,849,531 | 40,240,358 | 80,434,891 | 80,141,342 | 80,112,588 | 40,054,433 | 80,013,948 | 80,049,691 | 80,150,887 | · |
Flujo de Efectivo 10
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $4M | $796.0K | $4M | $2M | $2M | $-2M | $-8M | $785.0K | $2M | $611.0K | $662.0K | $-458.0K | $2M | $860.0K | $144.0K | |
| Operating Cash Flow | $17M | $-18M | $-45M | $15M | $33M | $-72M | $-15M | $26M | $-28M | $-12M | $41M | $-10M | $3M | $16M | $20M | |
| Debt Issued | $0 | $150M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | $150M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | · | $0 | $-91M | $0 | $91M | $-4.0K | $2M | $2M | $2M | $4M | $3M | $2M | $0 | $0 | |
| Stock Repurchased | $0 | $16M | $9M | $3M | $146.0K | $0 | $4M | $4M | $6M | $7M | $7M | $7M | $7M | $4M | $4M | |
| Net Stock Activity | · | $-16M | · | · | · | $91M | · | · | · | $-4M | · | · | · | $-4M | · | |
| Dividends Paid | $16M | $16M | $17M | $17M | $17M | $17M | $14M | $14M | $14M | $15M | $14M | $14M | $14M | $14M | $13M | |
| Financing Cash Flow | $-4M | $13M | $48M | $-25M | $-44M | $84M | $-6M | $-7M | $33M | $5M | $-34M | $3M | $202.0K | $-10M | $-12M | |
| Net Change in Cash | $12M | $-5M | $3M | $-10M | $-11M | $11M | $-21M | $19M | $5M | $-6M | $8M | $-7M | $3M | $6M | $8M |
Rentabilidad 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 2.1% | 0.97% | · | 2.1% | 1.3% | 1.3% | · | 0.62% | 1.6% | 0.93% | · | 2.3% | 3.4% | 2.2% | · | |
| ROE | 4.0% | 1.8% | · | 3.9% | 2.4% | 2.4% | · | 1.2% | 2.9% | 1.7% | · | 4.4% | 6.3% | 4.0% | · |
Valoración (TTM) 10
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $85M | $72M | · | $66M | $58M | $52M | · | $49M | $61M | $55M | · | $60M | $49M | $46M | · | |
| Market Cap | $525M | $552M | · | $621M | $775M | $772M | · | · | · | · | · | · | · | · | · | |
| P/E | 8.3 | 8.7 | · | 9.6 | 12.2 | 12.2 | · | · | · | · | · | · | · | · | · | |
| P/B | 0.7 | 0.8 | · | 0.8 | 1.1 | 1.1 | · | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 0.7 | 0.8 | · | 0.8 | 1.1 | 1.1 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | -30.0 | · | · | · | -10.6 | · | · | · | · | · | · | · | · | · | |
| Dividend Yield | 12.7% | 12.2% | · | 10.5% | 8.1% | 7.8% | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 12.1% | 11.5% | · | 10.4% | 8.2% | 8.2% | · | · | · | · | · | · | · | · | · | |
| Payout Ratio | 55.8% | 123.4% | · | 64.1% | 104.2% | 106.2% | · | 196.7% | 79.4% | 139.8% | · | 104.6% | 72.7% | 114.5% | · | |
| Annual Payout | $67M | $67M | · | $65M | $63M | $61M | · | $58M | $57M | $57M | · | $55M | $54M | $53M | · |
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 | $89M | $57M | $66M | $46M | $74M |
| EPS Diluido | $1.33 | $1.34 | $1.38 | $1.32 | $0.67 |
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Propietarios institucionales (13F) 171 declarantes · $149.7M 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 30 (-16 vs trimestre anterior) | 21 (-5 vs trimestre anterior) | 45 (-41 vs trimestre anterior) | 55 (+34 vs trimestre anterior) | +1.3M |
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 |
|---|---|---|---|---|
| SANDERS MORRIS HARRIS LLC | $26 187 835 | 2 263 426 | 17,49% | Acciones |
| ARES MANAGEMENT LLC | $14 669 719 | 1 267 910 | 9,80% | Acciones |
| VAN ECK ASSOCIATES CORP | $10 594 302 | 915 670 | 7,08% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $9 069 584 | 783 888 | 6,06% | Acciones |
| FRANKLIN RESOURCES INC | $9 019 139 | 779 528 | 6,03% | Acciones |
| North Ground Capital | $6 220 032 | 537 600 | 4,16% | Acciones |
| LPL Financial LLC | $5 143 964 | 444 595 | 3,44% | Acciones |
| Cetera Investment Advisers | $2 993 636 | 258 741 | 2,00% | Acciones |
| Qube Research & Technologies Ltd | $2 583 072 | 223 256 | 1,73% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 423 016 | 184 400 | 1,62% | Acciones |
| FJ Capital Management LLC | $2 386 359 | 206 254 | 1,59% | Acciones |
| J.W. COLE ADVISORS, INC. | $2 338 942 | 202 156 | 1,56% | Acciones |
| Clayton Partners LLC | $2 314 000 | 200 000 | 1,55% | Acciones |
| Sigma Planning Corp | $2 112 412 | 182 577 | 1,41% | Acciones |
| BlackRock, Inc. | $2 023 315 | 174 876 | 1,35% | Acciones |
| Alpine Global Management, LLC | $1 764 332 | 152 492 | 1,18% | Acciones |
| BARCLAYS PLC | $1 653 735 | 142 933 | 1,10% | Acciones |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $1 504 100 | 130 000 | 1,00% | Acciones |
| U.S. Capital Wealth Advisors, LLC | $1 335 802 | 109 672 | 0,89% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $1 329 917 | 114 945 | 0,89% | Acciones |
| AVISO WEALTH MANAGEMENT | $1 321 873 | 114 250 | 0,88% | Acciones |
| Atom Investors LP | $1 303 002 | 112 619 | 0,87% | Acciones |
| Arax Advisory Partners | $1 235 612 | 106 794 | 0,83% | Acciones |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1 218 261 | 106 159 | 0,81% | Acciones |
| Diversify Advisory Services, LLC | $1 218 261 | 106 159 | 0,81% | Acciones |
| Rockport Wealth LLC | $1 124 038 | 97 151 | 0,75% | Acciones |
| CWM, LLC | $1 084 994 | 89 080 | 0,72% | Acciones |
| Garrett Wealth Advisory Group, LLC | $1 041 741 | 90 038 | 0,70% | Acciones |
| Private Advisor Group, LLC | $1 040 290 | 89 913 | 0,69% | Acciones |
| HARBOUR INVESTMENTS, INC. | $948 057 | 81 941 | 0,63% | Acciones |
| XTX Topco Ltd | $901 037 | 77 877 | 0,60% | Acciones |
| MARSHALL WACE, LLP | $893 876 | 77 258 | 0,60% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $871 001 | 75 281 | 0,58% | Acciones |
| Legacy Wealth Managment, LLC/ID | $832 458 | 71 950 | 0,56% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $793 690 | 68 599 | 0,53% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $665 402 | 57 511 | 0,44% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $660 660 | 57 101 | 0,44% | Acciones |
| RFG Advisory, LLC | $655 600 | 56 664 | 0,44% | Acciones |
| BOS Asset Management, LLC | $639 705 | 55 290 | 0,43% | Acciones |
| OSAIC HOLDINGS, INC. | $638 358 | 55 169 | 0,43% | Acciones |
| Stratos Wealth Partners, LTD. | $571 616 | 49 405 | 0,38% | Acciones |
| MERIDIAN INVESTMENT COUNSEL INC. | $554 782 | 47 950 | 0,37% | Acciones |
| Prospera Financial Services Inc | $553 453 | 47 824 | 0,37% | Acciones |
| Wealthcare Advisory Partners LLC | $536 866 | 46 402 | 0,36% | Acciones |
| Joel Isaacson & Co., LLC | $534 233 | 46 174 | 0,36% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $496 880 | 42 946 | 0,33% | Acciones |
| Beacon Financial Advisory LLC | $484 984 | 41 917 | 0,32% | Acciones |
| Brevan Howard Capital Management LP | $482 469 | 41 700 | 0,32% | Acciones |
| Triumph Capital Management | $471 744 | 40 773 | 0,32% | Acciones |
| CoreCap Advisors, LLC | $467 208 | 40 381 | 0,31% | Acciones |
| First Financial Bankshares Inc | $444 693 | 38 435 | 0,30% | Acciones |
| TCFG WEALTH MANAGEMENT, LLC | $431 063 | 34 941 | 0,29% | Acciones |
| Perigon Wealth Management, LLC | $421 842 | 36 460 | 0,28% | Acciones |
| Creative Planning | $398 586 | 34 450 | 0,27% | Acciones |
| Simplicity Wealth,LLC | $393 935 | 34 048 | 0,26% | Acciones |
| VARCOV Co. | $390 522 | 33 753 | 0,26% | Acciones |
| Virtus Investment Advisers, LLC | $384 321 | 33 217 | 0,26% | Acciones |
| Magnetar Financial LLC | $380 873 | 32 919 | 0,25% | Acciones |
| Advisory Alpha, LLC | $370 147 | 31 992 | 0,25% | Acciones |
| WCG Wealth Advisors LLC | $367 942 | 31 801 | 0,25% | Acciones |
| MML INVESTORS SERVICES, LLC | $366 172 | 31 648 | 0,24% | Acciones |
| TCFG Investment Advisors, LLC | $363 383 | 31 281 | 0,24% | Acciones |
| Quaker Wealth Management, LLC | $345 353 | 29 849 | 0,23% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $329 699 | 28 496 | 0,22% | Acciones |
| Strategic Financial Partners, Ltd. | $327 662 | 28 320 | 0,22% | Acciones |
| Shepherd Financial Partners LLC | $326 124 | 28 187 | 0,22% | Acciones |
| Mariner, LLC | $326 065 | 28 182 | 0,22% | Acciones |
| Allworth Financial LP | $317 053 | 27 403 | 0,21% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $315 340 | 27 255 | 0,21% | Acciones |
| INDEPENDENT FINANCIAL GROUP, LLC | $308 907 | 26 699 | 0,21% | Acciones |
| EAGLE GLOBAL ADVISORS LLC | $304 812 | 26 345 | 0,20% | Acciones |
| Summit Financial, LLC | $291 518 | 25 196 | 0,19% | Acciones |
| Kestra Advisory Services, LLC | $288 943 | 24 973 | 0,19% | Acciones |
| Intrua Financial, LLC | $278 224 | 24 047 | 0,19% | Acciones |
| Fisher Asset Management, LLC | $273 433 | 23 632 | 0,18% | Acciones |
| Integrated Wealth Concepts LLC | $262 918 | 22 724 | 0,18% | Acciones |
| Independent Solutions Wealth Management, LLC | $242 264 | 20 939 | 0,16% | Acciones |
| Global Assets Advisory, LLC | $242 197 | 20 437 | 0,16% | Acciones |
| Arkadios Wealth Advisors | $239 768 | 20 723 | 0,16% | Acciones |
| Harvest Investment Services, LLC | $226 425 | 19 570 | 0,15% | Acciones |
| MACKENZIE FINANCIAL CORP | $213 166 | 18 424 | 0,14% | Acciones |
| JANE STREET GROUP, LLC | $198 611 | 17 166 | 0,13% | Acciones |
| Princeton Global Asset Management LLC | $198 090 | 17 121 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $195 140 | 16 866 | 0,13% | Acciones |
| Savvy Advisors, Inc. | $190 662 | 16 479 | 0,13% | Acciones |
| IHT Wealth Management, LLC | $187 261 | 16 185 | 0,13% | Acciones |
| SageView Advisory Group, LLC | $186 698 | 15 885 | 0,12% | Acciones |
| Brookstone Capital Management | $183 824 | 15 888 | 0,12% | Acciones |
| CHILDRESS CAPITAL ADVISORS, LLC | $181 411 | 15 679 | 0,12% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $179 601 | 15 523 | 0,12% | Acciones |
| Focus Partners Wealth | $178 317 | 15 412 | 0,12% | Acciones |
| Tactive Advisors, LLC | $176 327 | 15 240 | 0,12% | Acciones |
| BostonPremier Wealth LLC | $173 927 | 15 033 | 0,12% | Acciones |
| PFG Investments, LLC | $171 768 | 14 846 | 0,11% | Acciones |
| True Freedom Investing, LLC | $171 409 | 14 073 | 0,11% | Acciones |
| PINKERTON WEALTH, LLC | $171 409 | 14 073 | 0,11% | Acciones |
| Schonfeld Strategic Advisors LLC | $170 610 | 14 746 | 0,11% | Acciones |
| Prime Capital Investment Advisors, LLC | $169 218 | 14 626 | 0,11% | Acciones |
| Carmel Capital Partners, LLC | $167 210 | 14 452 | 0,11% | Acciones |
| BridgePort Financial Solutions, LLC | $165 474 | 14 302 | 0,11% | Acciones |
Informantes de la empresa 9 insiders · 6 directivos · 3 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Dwayne L. Hyzak | CEO, SMD | 30 de junio de 2026 P | 70 712 | 2 | 0 | $118 332 |
| Cory Gilbert | CFO and Treasurer | 11 de junio de 2026 P | 6 514 | 1 | 0 | $11 780 |
| Ryan T. Sims | CFO and Secretary | 9 de junio de 2016 P | 8 657 | 0 | 0 | $0 |
| Nicholas Meserve | Managing Director | 23 de junio de 2026 P | 12 500 | 1 | 0 | $28 575 |
| David Matthew Covington | Chief Accounting Officer | 12 de mayo de 2016 P | 3 157 | 0 | 0 | $0 |
| Susan Dudley | Chief Compliance Officer | 16 de octubre de 2012 P | 2 444 | 0 | 0 | $0 |
| Jeffrey B. Walker | Consejero | 4 de junio de 2026 P | 26 311 | 1 | 0 | $2 755 |
| John O. Niemann Jr. | Consejero | 26 de marzo de 2015 P | 23 210 | 0 | 0 | $0 |
| Sherri W Schugart | — | 28 de abril de 2016 P | 23 882 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 2 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.