OBDC Blue Owl Capital Corporation Common Stock
$11,48
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$11–$14
24% of range
Calificación del Analista
BUY
20 analysts
Precio Objetivo
$13
+15% upside
P/E (TTM)
9.3
ROE
8.3%
Margen de Beneficio Neto
—
OBDC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$11.47
Capitalización Bursátil
$5.73B
P/E (TTM)
9.3
BPA (TTM)
$1.24
Ingresos (TTM)
—
Rendimiento div.
13.1%
ROE
8.3%
Deuda/Capital
—
Rango 52S
$11 – $14
OBDC 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
$1.24
2020-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
—
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
OBDC
Mediana de Pares
P/E (TTM)
9.3
16.1
P/B (P/C)
0.8
1.8
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
OBDC
Mediana de Pares
ROA
4.0%
3.4%
ROE
8.3%
8.4%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
OBDC
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
OBDC
Mediana de Pares
EPS YoY (EPS interanual)
-18.9%
—
Net Income YoY (Beneficio Neto interanual)
5.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
OBDC
Mediana de Pares
Payout Ratio (Ratio de Pago)
119.9%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
13.1%
Ratio de Pago
119.9%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 30 de junio de 2026 | $0,3100 |
| 31 de marzo de 2026 | $0,3700 |
| 31 de diciembre de 2025 | $0,3700 |
| 30 de septiembre de 2025 | $0,3700 |
| 29 de agosto de 2025 | $0,0200 |
| 30 de junio de 2025 | $0,3700 |
| 30 de mayo de 2025 | $0,0100 |
| 31 de marzo de 2025 | $0,3700 |
| 28 de febrero de 2025 | $0,0500 |
| 31 de diciembre de 2024 | $0,3700 |
| 29 de noviembre de 2024 | $0,0500 |
| 30 de septiembre de 2024 | $0,3700 |
| 30 de agosto de 2024 | $0,0600 |
| 28 de junio de 2024 | $0,3700 |
| 31 de mayo de 2024 | $0,0500 |
| 27 de marzo de 2024 | $0,3700 |
| 29 de febrero de 2024 | $0,0800 |
| 28 de diciembre de 2023 | $0,3500 |
| 29 de noviembre de 2023 | $0,0800 |
| 28 de septiembre de 2023 | $0,3300 |
OBDC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
20 analistas
- Compra fuerte 7 35,0%
- Compra 10 50,0%
- Mantener 3 15,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
13 analistas · 2026-08-15
Mediana
$13.00
Ahora
$11.47
Mín
$11.00
Máx
$15.00
Objetivo mediano
$13.00
+13,3%
Objetivo medio
$13.17
+14,8%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.34 | $0.33 | 0.01% |
| 31 de marzo de 2026 | $0.31 | $0.35 | -0.04% |
| 31 de diciembre de 2025 | $0.36 | $0.37 | -0.01% |
| 30 de septiembre de 2025 | $0.36 | $0.40 | -0.04% |
| 30 de junio de 2025 | $0.40 | $0.41 | -0.01% |
| 31 de marzo de 2025 | $0.39 | $0.44 | -0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| OBDC | $6.21B | 10.0 | — | — | 8.3% | — |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| GLXY | — | — | 41.8% | -0.40% | -11.6% | — |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | — |
| STEP | — | -7.0 | 69.7% | -26.9% | 457.6% | — |
| BXSL | $6.11B | 10.7 | — | — | 9.0% | — |
| HLNE | — | — | 6.5% | 32.8% | 30.5% | — |
| MAIN | $5.43B | 15.3 | — | — | 16.8% | — |
| OTF | $6.75B | 7.9 | — | — | 9.0% | — |
| FHI | — | 10.2 | 10.3% | 22.4% | 34.9% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $436M | $308M | $219M | $153M | |
| Net Income | $627M | $595M | $793M | $466M | $625M | $388M | |
| EPS (Basic) | $1.24 | $1.53 | $2.03 | $1.18 | $1.59 | $1.00 | |
| EPS (Diluted) | $1.24 | $1.53 | $2.03 | $1.18 | $1.59 | $1.00 | |
| Shares (Basic) | 506,099,539 | 390,068,596 | 390,104,585 | 394,006,852 | 392,297,907 | 388,645,561 | |
| Shares (Diluted) | 506,099,539 | 390,068,596 | 390,104,585 | 394,006,852 | 392,297,907 | 388,645,561 |
Balance general 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Total Assets | $17.19B | $13.87B | $13.51B | $13.58B | $13.30B | · | |
| Total Liabilities | $9.79B | $7.91B | $7.49B | $7.70B | $7.36B | · | |
| Long-term Debt | $9.30B | $7.46B | $7.08B | $7.28B | $7.08B | · | |
| Common Stock | $5M | $4M | $4M | $4M | $4M | · | |
| Paid-in Capital | $7.51B | $5.92B | $5.92B | $5.97B | $5.99B | · | |
| Retained Earnings | $-120M | $29M | $93M | $-92M | $-56M | · | |
| Stockholders' Equity | $7.40B | $5.95B | $6.02B | $5.88B | $5.94B | $5.75B | |
| Liabilities + Equity | $17.19B | $13.87B | $13.51B | $13.58B | $13.30B | · | |
| Shares Outstanding | 499,448,499 | 390,217,304 | 389,732,868 | 392,476,687 | 393,766,855 | 389,966,688 |
Flujo de Efectivo 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $1.74B | $160M | $1.14B | $217M | $-1.23B | $-1.56B | |
| Stock Issued | $3M | $0 | $0 | · | · | · | |
| Stock Repurchased | $148M | $0 | $34M | $26M | $3M | $150M | |
| Net Stock Activity | $-145M | $0 | $-34M | $-26M | · | · | |
| Dividends Paid | $753M | $656M | $613M | $488M | $461M | $453M | |
| Financing Cash Flow | $-1.69B | $-306M | $-921M | $-219M | $1.32B | $1.60B | |
| Net Change in Cash | $54M | $-146M | $215M | $-2M | $89M | $41M |
Rentabilidad 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 4.0% | 4.3% | 5.9% | 3.5% | · | · | |
| ROE | 8.3% | 10.0% | 13.2% | 8.0% | · | · |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | -18.9% | -24.6% | 72.0% | -25.8% | 59.0% | · | |
| EPS CAGR 3Y | 1.7% | -1.3% | 26.6% | · | · | · | |
| EPS CAGR 5Y | 4.4% | · | · | · | · | · | |
| Net Income YoY | 5.5% | -25.0% | 70.1% | -25.4% | 61.2% | · | |
| Net Income CAGR 3Y | 10.4% | -1.6% | 27.0% | · | · | · | |
| Net Income CAGR 5Y | 10.1% | · | · | · | · | · | |
| Dividend CAGR 5Y | 10.7% | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $627M | $595M | $793M | $466M | $625M | $388M | |
| Market Cap | $6.21B | $5.90B | $5.75B | $4.53B | · | · | |
| P/E | 10.0 | 9.9 | 7.3 | 9.8 | 8.9 | 12.7 | |
| P/B | 0.8 | 1.0 | 1.0 | 0.8 | · | · | |
| P / Tangible Book | 0.8 | 1.0 | 1.0 | 0.8 | · | · | |
| P / Cash Flow | 3.6 | 36.8 | 5.1 | 20.9 | · | · | |
| Dividend Yield | 12.1% | 11.1% | 10.7% | 10.8% | · | · | |
| Earnings Yield | 10.0% | 10.1% | 13.8% | 10.2% | 11.2% | 7.9% | |
| Payout Ratio | 119.9% | 110.2% | 77.3% | 104.7% | · | · | |
| Annual Payout | $753M | $656M | $613M | $488M | $461M | $453M |
Estado de resultados 6
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $121M | $109M | $119M | $110M | $110M | $104M | $81M | $67M | |
| Net Income | $66M | $-24M | $119M | $128M | $138M | $243M | $155M | $135M | $122M | $183M | $207M | $196M | $202M | $265M | $-35M | |
| EPS (Basic) | $0.13 | $-0.05 | $0.23 | $0.25 | $0.27 | $0.49 | $0.40 | $0.35 | $0.31 | $0.47 | $0.53 | $0.50 | $0.52 | $0.67 | $-0.09 | |
| EPS (Diluted) | $0.13 | $-0.05 | $0.23 | $0.25 | $0.27 | $0.49 | $0.40 | $0.35 | $0.31 | $0.47 | $0.53 | $0.50 | $0.52 | $0.67 | $-0.09 | |
| Shares (Basic) | 495,377,115 | 498,903,632 | -1,010,822,652 | 511,048,237 | 511,048,237 | 494,825,717 | -779,985,216 | 390,217,304 | 390,103,640 | 389,732,868 | 389,703,612 | 389,930,979 | 391,049,102 | 393,823,013 | 394,184,560 | |
| Shares (Diluted) | 495,377,115 | 498,903,632 | -1,010,822,652 | 511,048,237 | 511,048,237 | 494,825,717 | -779,985,216 | 390,217,304 | 390,103,640 | 389,732,868 | 389,703,612 | 389,930,979 | 391,049,102 | 393,823,013 | 394,184,560 |
Balance general 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | $15.35B | $16.02B | $17.19B | $17.61B | $17.40B | $18.38B | $13.87B | $14.09B | $13.87B | $13.33B | $13.46B | $13.39B | $13.68B | $13.41B | · | |
| Total Liabilities | $8.32B | $8.86B | $9.79B | $9.99B | $9.72B | $10.64B | $7.91B | $8.13B | $7.87B | $7.30B | $7.46B | $7.44B | $7.76B | $7.57B | · | |
| Long-term Debt | $7.90B | $8.45B | $9.30B | $9.53B | $9.23B | $10.16B | $7.46B | $7.74B | $7.41B | $6.89B | $7.06B | $7.03B | $7.38B | $7.20B | · | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | · | |
| Paid-in Capital | $7.44B | $7.48B | $7.51B | $7.67B | $7.67B | $7.67B | $5.92B | $5.93B | $5.93B | $5.92B | $5.94B | $5.94B | $5.95B | $5.99B | · | |
| Retained Earnings | $-415M | $-328M | $-120M | $-67M | $4M | $61M | $29M | $27M | $59M | $101M | $59M | $8M | $-35M | $-148M | · | |
| Stockholders' Equity | $7.03B | $7.15B | $7.40B | $7.61B | $7.68B | $7.74B | $5.95B | $5.96B | $5.99B | $6.03B | $6.00B | $5.95B | $5.92B | $5.85B | · | |
| Liabilities + Equity | $15.35B | $16.02B | $17.19B | $17.61B | $17.40B | $18.38B | $13.87B | $14.09B | $13.87B | $13.33B | $13.46B | $13.39B | $13.68B | $13.41B | · | |
| Shares Outstanding | 493,142,569 | 496,305,391 | 499,448,499 | 511,048,237 | 511,048,237 | 511,048,237 | 390,217,304 | 390,217,304 | 390,217,304 | 389,732,868 | 389,732,868 | 389,732,875 | 390,676,080 | 393,823,013 | · |
Flujo de Efectivo 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $547M | $967M | $823M | $-131M | $1.01B | $39M | $446M | $-4M | $-726M | $444M | $179M | $497M | $46M | $48M | $88M | |
| Stock Issued | $0 | $0 | $0 | $0 | $0 | $3M | $0 | $0 | $0 | $0 | · | · | · | · | · | |
| Stock Repurchased | $35M | $35M | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12M | $22M | $0 | $10M | |
| Net Stock Activity | · | $-35M | · | · | · | $3M | · | · | · | $0 | · | · | $-22M | · | · | |
| Dividends Paid | $184M | $185M | $189M | $199M | $194M | $170M | $164M | $168M | $156M | $168M | $156M | $152M | $145M | $122M | $122M | |
| Financing Cash Flow | $-765M | $-1.08B | $-576M | $92M | $-1.16B | $-39M | $-413M | $105M | $364M | $-361M | $-115M | $-528M | $-92M | $64M | $-78M | |
| Net Change in Cash | $-217M | $-113M | $247M | $-39M | $-154M | $56.0K | $33M | $101M | $-363M | $83M | $64M | $-32M | $-46M | $112M | $10M |
Rentabilidad 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 0.40% | -0.14% | · | 0.81% | 0.88% | 1.5% | · | 0.98% | 0.90% | 1.4% | 1.5% | 2.9% | 2.9% | 4.0% | · | |
| ROE | 0.89% | -0.33% | · | 1.9% | 2.0% | 3.5% | · | 2.3% | 2.1% | 3.1% | 3.5% | 6.6% | 6.8% | 9.1% | · |
Valoración (TTM) 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $307M | $484M | · | $644M | $638M | $683M | · | $647M | $707M | $787M | $870M | $628M | $476M | $417M | · | |
| Market Cap | $5.36B | $5.49B | · | $6.53B | $7.33B | $7.49B | · | $5.69B | $5.99B | $5.99B | $5.40B | $5.23B | $4.93B | $4.08B | · | |
| P/E | 18.1 | 11.5 | · | 9.4 | 10.1 | 9.0 | · | 8.8 | 8.5 | 7.6 | 6.2 | 8.4 | 10.4 | 9.9 | · | |
| P/B | 0.8 | 0.8 | · | 0.9 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | 0.9 | 0.9 | 0.8 | 0.7 | · | |
| P / Tangible Book | 0.8 | 0.8 | · | 0.9 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | 0.9 | 0.9 | 0.8 | 0.7 | · | |
| P / Cash Flow | · | 5.7 | · | · | · | 192.4 | · | · | · | 13.5 | · | · | 106.5 | · | · | |
| Earnings Yield | 5.5% | 8.7% | · | 10.7% | 9.9% | 11.1% | · | 11.4% | 11.8% | 13.1% | 16.0% | 11.9% | 9.6% | 10.1% | · | |
| Payout Ratio | · | -758.2% | · | · | · | 70.0% | · | · | · | 91.8% | · | · | 72.0% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Beneficio neto | $627M | $595M | $793M | $466M | $625M |
| EPS Diluido | $1.24 | $1.53 | $2.03 | $1.18 | $1.59 |
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Propietarios institucionales (13F) 475 declarantes · $2.5B 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 |
|---|---|---|---|---|
| 46 (-31 vs trimestre anterior) | 67 (+2 vs trimestre anterior) | 156 (0 vs trimestre anterior) | 140 (-13 vs trimestre anterior) | +181K |
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 |
|---|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $181 889 752 | 16 445 728 | 7,23% | Acciones |
| State of New Jersey Common Pension Fund A | $165 918 300 | 15 263 873 | 6,59% | Acciones |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $158 364 737 | 14 568 973 | 6,29% | Acciones |
| STRS OHIO | $146 369 692 | 13 465 473 | 5,82% | Acciones |
| FMR LLC | $127 964 738 | 11 772 285 | 5,09% | Acciones |
| VAN ECK ASSOCIATES CORP | $95 847 008 | 8 817 572 | 3,81% | Acciones |
| MORGAN STANLEY | $92 394 685 | 8 499 971 | 3,67% | Acciones |
| Cresset Asset Management, LLC | $86 068 197 | 7 698 410 | 3,42% | Acciones |
| AMERIPRISE FINANCIAL INC | $61 850 769 | 5 688 513 | 2,46% | Acciones |
| CITADEL ADVISORS LLC | $51 604 771 | 4 747 449 | 2,05% | Acciones |
| Generali Asset Management SPA SGR | $47 304 001 | 4 351 794 | 1,88% | Acciones |
| ROBERT WOOD JOHNSON FOUNDATION | $45 859 052 | 4 218 864 | 1,82% | Acciones |
| Sound Income Strategies, LLC | $45 705 541 | 4 204 742 | 1,82% | Acciones |
| PRIVATE MANAGEMENT GROUP INC | $44 096 840 | 4 056 747 | 1,75% | Acciones |
| HAMILTON LANE ADVISORS LLC | $37 025 720 | 3 406 230 | 1,47% | Acciones |
| JPMORGAN CHASE & CO | $36 938 645 | 3 312 883 | 1,47% | Acciones |
| Lalia Capital, LLC | $34 952 126 | 3 215 467 | 1,39% | Acciones |
| OMERS ADMINISTRATION Corp | $34 480 890 | 3 172 115 | 1,37% | Acciones |
| ARES MANAGEMENT LLC | $31 226 869 | 2 872 757 | 1,24% | Acciones |
| Liberty Mutual Group Asset Management Inc. | $29 021 509 | 2 669 872 | 1,15% | Acciones |
| SOROS FUND MANAGEMENT LLC | $26 643 848 | 2 451 136 | 1,06% | Acciones |
| Muzinich & Co., Inc. | $26 562 454 | 2 443 648 | 1,06% | Acciones |
| LPL Financial LLC | $26 078 807 | 2 399 154 | 1,04% | Acciones |
| SAGE ADVISORS, LLC | $25 630 029 | 2 061 949 | 1,02% | Acciones |
| Blue Owl Capital Holdings LP | $22 229 911 | 2 045 070 | 0,88% | Acciones |
| Union Bancaire Privee, UBP SA | $21 395 166 | 12 226 | 0,85% | Acciones |
| BlackRock, Inc. | $21 052 962 | 1 936 795 | 0,84% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $20 377 043 | 1 874 613 | 0,81% | Acciones |
| Apollon Wealth Management, LLC | $19 065 979 | 1 754 000 | 0,76% | Acciones |
| Russell Investments Group, Ltd. | $19 019 912 | 1 749 762 | 0,76% | Acciones |
| Next Capital Management LLC | $18 473 368 | 1 688 690 | 0,73% | Acciones |
| STEPHENS INC /AR/ | $16 853 610 | 1 550 470 | 0,67% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $16 550 305 | 1 522 567 | 0,66% | Acciones |
| GOLDMAN SACHS GROUP INC | $15 679 975 | 1 442 500 | 0,62% | Acciones |
| Mariner, LLC | $15 674 474 | 1 441 994 | 0,62% | Acciones |
| Corient Private Wealth LP | $13 520 163 | 1 243 806 | 0,54% | Acciones |
| NORTHERN TRUST CORP | $13 446 016 | 1 236 984 | 0,53% | Acciones |
| Lunate Capital Ltd | $13 046 652 | 1 200 244 | 0,52% | Acciones |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $12 963 301 | 1 192 576 | 0,52% | Acciones |
| Trinity Financial Advisors LLC | $12 539 393 | 1 121 592 | 0,50% | Acciones |
| HighTower Advisors, LLC | $12 306 794 | 1 132 180 | 0,49% | Acciones |
| TRANSCEND CAPITAL ADVISORS, LLC | $12 260 504 | 1 127 921 | 0,49% | Acciones |
| CAZ INVESTMENTS LP | $12 221 195 | 1 124 305 | 0,49% | Acciones |
| BANK OF AMERICA CORP /DE/ | $11 953 859 | 1 099 711 | 0,48% | Acciones |
| Cerity Partners LLC | $11 842 487 | 1 089 465 | 0,47% | Acciones |
| Edge Capital Group, LLC | $10 401 985 | 687 962 | 0,41% | Acciones |
| AlphaCore Capital LLC | $9 974 574 | 917 624 | 0,40% | Acciones |
| STIFEL FINANCIAL CORP | $9 836 555 | 904 927 | 0,39% | Acciones |
| Allen Investment Management, LLC | $9 364 005 | 861 454 | 0,37% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9 338 417 | 859 100 | 0,37% | Opción de venta |
| BROWN BROTHERS HARRIMAN & CO | $9 261 240 | 852 000 | 0,37% | Acciones |
| OSAIC HOLDINGS, INC. | $9 210 068 | 847 287 | 0,37% | Acciones |
| JNB Advisors LLC | $8 461 288 | 590 048 | 0,34% | Acciones |
| Melia Wealth LLC | $8 458 670 | 778 167 | 0,34% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8 269 896 | 760 800 | 0,33% | Opción de compra |
| STATE STREET CORP | $8 188 561 | 732 566 | 0,33% | Acciones |
| NICOLA WEALTH MANAGEMENT LTD. | $7 772 050 | 715 000 | 0,31% | Acciones |
| Cetera Investment Advisers | $7 405 970 | 681 322 | 0,29% | Acciones |
| Prairiewood Capital, LLC | $6 832 574 | 628 572 | 0,27% | Acciones |
| Enstar Group LTD | $6 761 129 | 621 999 | 0,27% | Acciones |
| NewEdge Wealth, LLC | $6 675 068 | 614 082 | 0,27% | Acciones |
| DANSKE BANK A/S | $6 406 398 | 589 365 | 0,25% | Acciones |
| INTRUST BANK NA | $6 153 865 | 566 133 | 0,24% | Acciones |
| CERTUITY, LLC | $6 111 492 | 562 235 | 0,24% | Acciones |
| Advisors Asset Management, Inc. | $6 101 117 | 403 513 | 0,24% | Acciones |
| Rothschild Wealth LLC | $6 079 362 | 559 279 | 0,24% | Acciones |
| Northeast Financial Consultants Inc | $6 008 684 | 419 016 | 0,24% | Acciones |
| Creative Planning | $5 941 570 | 546 603 | 0,24% | Acciones |
| SCS Capital Management LLC | $5 867 510 | 524 822 | 0,23% | Acciones |
| EPIQ PARTNERS, LLC | $5 844 092 | 537 635 | 0,23% | Acciones |
| Legal & General Group Plc | $5 836 159 | 537 152 | 0,23% | Acciones |
| Callodine Capital Management, LP | $5 706 750 | 525 000 | 0,23% | Acciones |
| Chicago Partners Investment Group LLC | $5 694 382 | 532 185 | 0,23% | Acciones |
| Prota Financial, LLC | $5 672 070 | 525 192 | 0,23% | Acciones |
| UBS Group AG | $5 616 072 | 516 658 | 0,22% | Acciones |
| Jain Global LLC | $5 556 309 | 511 160 | 0,22% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $5 326 029 | 489 975 | 0,21% | Acciones |
| IEQ CAPITAL, LLC | $5 165 216 | 475 181 | 0,21% | Acciones |
| Bayshore Capital Advisors, LLC | $5 081 780 | 467 505 | 0,20% | Acciones |
| Balyasny Asset Management L.P. | $5 058 768 | 465 388 | 0,20% | Acciones |
| DENALI ADVISORS LLC | $4 665 037 | 429 166 | 0,19% | Acciones |
| Steward Partners Investment Advisory, LLC | $4 641 451 | 426 996 | 0,18% | Acciones |
| Ilex Capital Partners (UK) LLP | $4 600 358 | 423 216 | 0,18% | Acciones |
| GP Brinson Investments LLC | $4 394 187 | 404 249 | 0,17% | Acciones |
| Perennial Investment Advisors, LLC | $4 377 698 | 402 734 | 0,17% | Acciones |
| D. E. Shaw & Co., Inc. | $4 360 827 | 401 180 | 0,17% | Acciones |
| Columbus Macro, LLC | $4 263 244 | 392 203 | 0,17% | Acciones |
| OPPENHEIMER & CO INC | $4 208 625 | 387 178 | 0,17% | Acciones |
| Pettinga Financial Advisors LLC | $4 200 338 | 386 416 | 0,17% | Acciones |
| CITADEL ADVISORS LLC | $4 131 687 | 380 100 | 0,16% | Opción de venta |
| Lido Advisors, LLC | $4 105 243 | 367 950 | 0,16% | Acciones |
| Trexquant Investment LP | $3 970 844 | 365 303 | 0,16% | Acciones |
| Texas Capital Bank Wealth Management Services Inc | $3 877 470 | 356 713 | 0,15% | Acciones |
| Naviter Wealth, LLC | $3 857 349 | 344 956 | 0,15% | Acciones |
| TT Capital Management LLC | $3 794 290 | 349 061 | 0,15% | Acciones |
| Arax Advisory Partners | $3 694 093 | 339 843 | 0,15% | Acciones |
| Siligmueller & Norvid Wealth Advisors LLC | $3 660 826 | 286 674 | 0,15% | Acciones |
| HB Wealth Management, LLC | $3 645 449 | 335 367 | 0,14% | Acciones |
| ELEVATION POINT WEALTH PARTNERS, LLC | $3 586 630 | 320 944 | 0,14% | Acciones |
| CONDOR CAPITAL MANAGEMENT | $3 554 813 | 327 029 | 0,14% | Acciones |
Informantes de la empresa 15 insiders · 7 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Craig Packer | Chief Executive Officer | 18 de noviembre de 2025 P | 41 600 | 2 | 0 | $977 600 |
| Jonathan Lamm, | CFO and COO | 13 de diciembre de 2023 J | 6 500 | 0 | 0 | $0 |
| Alan Kirshenbaum | COO and CFO | 17 de junio de 2019 P | 27 994 | 0 | 0 | $0 |
| Logan Nicholson | President | 27 de febrero de 2026 P | 24 443 | 3 | 0 | $406 950 |
| Neena Reddy | Vice President and Secretary | 26 de noviembre de 2025 P | 7 890 | 1 | 0 | $103 043 |
| Matthew Swatt | Co-Treasurer and Co-Controller | 25 de mayo de 2023 P | 2 379 | 0 | 0 | $0 |
| Alexis Maged | Vice President | 9 de septiembre de 2022 P | 48 435 | 0 | 0 | $0 |
| Eric A. Kaye | Consejero | 11 de mayo de 2026 P | 21 144 | 3 | 0 | $23 123 |
| Chris Temple | Consejero | 12 de noviembre de 2025 P | 59 000 | 1 | 0 | $96 240 |
| Melissa Weiler | Consejero | 10 de noviembre de 2025 P | 49 734 | 1 | 0 | $119 900 |
| Victor Woolridge | Consejero | 27 de mayo de 2025 P | 28 191 | 0 | 0 | $0 |
| Edward H Dalelio | Consejero | 27 de agosto de 2024 P | 9 016 | 0 | 0 | $0 |
| Douglas I Ostrover | Consejero | 17 de junio de 2019 P | 1 675 489 | 0 | 0 | $0 |
| Brian D Finn | Consejero | 17 de junio de 2019 P | 35 779 | 0 | 0 | $0 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | Propietario del 10% | 16 de junio de 2021 S | 39 139 093 | 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 |
|---|---|---|---|---|---|
| DOUGLAS I. OSTROVER | 21 de junio de 2016 | — | 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 17 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 |
|---|---|---|---|---|
| FBDC · First Trust Exchange-Traded Fund VI… | 6,61% | 201 437 NS | 31 de mayo de 2026 | N-PORT |
| HYIN · WisdomTree Trust | 3,14% | 143 829 NS | 31 de mayo de 2026 | N-PORT |
| KBWD · Invesco Exchange-Traded Fund Trust … | 2,74% | 992 254 | 8 de agosto de 2026 | Diario |
| PSP · Invesco Exchange-Traded Fund Trust | 0,96% | 202 292 | 8 de agosto de 2026 | Diario |
| FXED · Tidal Trust I | 0,82% | 29 180 NS | 31 de mayo de 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,24% | 6 859 000 | 8 de agosto de 2026 | Diario |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,13% | 3 590 000 | 8 de agosto de 2026 | Diario |
| GINN · Goldman Sachs ETF Trust | 0,13% | 24 702 NS | 31 de mayo de 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,11% | 5 182 000 | 8 de agosto de 2026 | Diario |
| GMOV · GMO ETF Trust | 0,06% | 5 041 NS | 31 de mayo de 2026 | N-PORT |
| VCSH · VANGUARD SCOTTSDALE FUNDS | 0,02% | 13 582 000 PA | 8 de agosto de 2026 | Diario |
| GTO · Invesco Actively Managed Exchange-T… | 0,02% | 585 000 | 8 de agosto de 2026 | Diario |
| BSV · VANGUARD BOND INDEX FUNDS | 0,01% | 6 691 000 PA | 8 de agosto de 2026 | Diario |
| BND · VANGUARD BOND INDEX FUNDS | 0,01% | 28 889 000 PA | 8 de agosto de 2026 | Diario |
| VCEB · VANGUARD WORLD FUND | 0,01% | 175 000 PA | 8 de agosto de 2026 | Diario |
| VTC · VANGUARD SCOTTSDALE FUNDS | 0,00% | 85 000 PA | 8 de agosto de 2026 | Diario |
| BNDW · VANGUARD SCOTTSDALE FUNDS | 0,00% | 71 495 PA | 8 de agosto de 2026 | Diario |