OTF Blue Owl Technology Finance Corp. Common Stock
$11,08
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$10–$16
22% of range
Calificación del Analista
BUY
14 analysts
Precio Objetivo
$14
+23% upside
P/E (TTM)
6.1
ROE
9.0%
Margen de Beneficio Neto
—
OTF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$11.08
Capitalización Bursátil
$5.14B
P/E (TTM)
6.1
BPA (TTM)
$1.52
Ingresos (TTM)
—
Rendimiento div.
7.7%
ROE
9.0%
Deuda/Capital
—
Rango 52S
$10 – $16
OTF 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
$1.52
2021-12-31
→
2024-12-31
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
OTF
Mediana de Pares
P/E (TTM)
6.1
16.1
P/B (P/C)
0.6
1.8
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
OTF
Mediana de Pares
ROA
6.7%
3.4%
ROE
9.0%
8.4%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
OTF
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
OTF
Mediana de Pares
EPS YoY (EPS interanual)
-15.6%
—
Net Income YoY (Beneficio Neto interanual)
125.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
OTF
Mediana de Pares
Payout Ratio (Ratio de Pago)
54.7%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
7.7%
Ratio de Pago
54.7%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 30 de junio de 2026 | $0,3500 |
| 22 de junio de 2026 | $0,0500 |
| 31 de marzo de 2026 | $0,3500 |
| 23 de marzo de 2026 | $0,0500 |
| 31 de diciembre de 2025 | $0,3500 |
| 23 de diciembre de 2025 | $0,0500 |
| 30 de septiembre de 2025 | $0,3500 |
| 22 de septiembre de 2025 | $0,0500 |
| 30 de junio de 2025 | $0,3500 |
OTF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
14 analistas
- Compra fuerte 2 14,3%
- Compra 6 42,9%
- Mantener 6 42,9%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
9 analistas · 2026-08-14
Mediana
$14.00
← Por Debajo de Todos los Objetivos
$11.08
Mín
$11.50
Máx
$17.00
Objetivo mediano
$14.00
+26,4%
Objetivo medio
$13.67
+23,3%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.08%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.33 | $0.30 | 0.03% |
| 31 de marzo de 2026 | $-0.56 | $0.32 | -0.88% |
| 31 de diciembre de 2025 | $0.47 | $0.33 | 0.14% |
| 30 de septiembre de 2025 | $0.54 | $0.35 | 0.19% |
| 30 de junio de 2025 | $0.45 | $0.33 | 0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| OTF | $6.75B | 7.9 | — | — | 9.0% | — |
| STEP | — | -7.0 | 69.7% | -26.9% | 457.6% | — |
| OBDC | $6.21B | 10.0 | — | — | 8.3% | — |
| BXSL | $6.11B | 10.7 | — | — | 9.0% | — |
| HLNE | — | — | 6.5% | 32.8% | 30.5% | — |
| MAIN | $5.43B | 15.3 | — | — | 16.8% | — |
| FHI | — | 10.2 | 10.3% | 22.4% | 34.9% | — |
| CNS | $3.20B | 21.1 | 7.5% | 27.6% | 28.5% | — |
| GBDC | $3.64B | 9.6 | — | — | 9.4% | — |
| AB | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Interest Expense | $321M | $193M | $196M | $137M | $94M | |
| Interest Income | $1M | $27.0K | · | · | · | |
| Net Income | $720M | $319M | $369M | $19M | $425M | |
| EPS (Basic) | · | $1.52 | $1.80 | $0.09 | $3.05 | |
| EPS (Diluted) | · | $1.52 | $1.80 | $0.09 | $3.05 | |
| Shares (Basic) | 409,416,223 | 209,770,414 | 205,005,236 | 201,368,005 | 139,198,430 | |
| Shares (Diluted) | 409,416,223 | 209,770,414 | 205,005,236 | 201,368,005 | 139,198,430 |
Balance general 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | $469M | $203M | · | |
| Total Assets | $14.72B | $6.72B | $6.65B | $6.66B | · | |
| Total Liabilities | $6.67B | $3.10B | $3.12B | $3.28B | · | |
| Long-term Debt | $6.29B | $2.91B | $2.95B | $3.16B | · | |
| Common Stock | $5M | $2M | $2M | $2M | · | |
| Paid-in Capital | $7.57B | $3.35B | $3.28B | $3.22B | · | |
| Retained Earnings | $463M | $271M | $247M | $169M | · | |
| Stockholders' Equity | $8.04B | $3.63B | $3.53B | $3.39B | $3.53B | |
| Liabilities + Equity | $14.72B | $6.72B | $6.65B | $6.66B | · | |
| Shares Outstanding | 464,047,623 | 212,155,118 | 207,252,229 | 202,882,309 | 200,099,575 |
Flujo de Efectivo 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | $-916M | $64M | $708M | $-295M | $-2.62B | |
| Stock Issued | · | · | $0 | $0 | $1.70B | |
| Stock Repurchased | $73M | $0 | $0 | · | · | |
| Net Stock Activity | $-73M | · | $0 | · | · | |
| Dividends Paid | $394M | $230M | $209M | $136M | $83M | |
| Financing Cash Flow | $942M | $-276M | $-443M | $392M | $2.64B | |
| Net Change in Cash | $26M | $-212M | $266M | $96M | $25M |
Rentabilidad 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | 6.7% | 4.8% | 5.5% | · | · | |
| ROE | 9.0% | 8.9% | 10.5% | · | · |
Tasas de Crecimiento 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | · | -15.6% | 1900.0% | -97.0% | · | |
| EPS CAGR 3Y | · | -20.7% | · | · | · | |
| Net Income YoY | 125.7% | -13.5% | 1842.9% | -95.5% | · | |
| Net Income CAGR 3Y | 236.0% | -9.1% | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $720M | $319M | $369M | $19M | $425M | |
| Market Cap | $6.75B | · | · | · | · | |
| P/E | 7.9 | · | · | · | · | |
| P/B | 0.8 | · | · | · | · | |
| P / Tangible Book | 0.8 | · | · | · | · | |
| P / Cash Flow | -7.4 | · | · | · | · | |
| Dividend Yield | 5.8% | · | · | · | · | |
| Earnings Yield | 12.6% | · | · | · | · | |
| Payout Ratio | 54.7% | 72.0% | 56.5% | · | · | |
| Annual Payout | $394M | $230M | $209M | $136M | $83M |
Estado de resultados 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | $109M | $104M | $97M | $85M | $87M | $52M | $48M | $48M | $49M | $50M | $49M | $48M | $35M | |
| Interest Income | $884.0K | $693.0K | $720.0K | $432.0K | $138.0K | $55.0K | · | · | · | · | · | · | · | |
| Net Income | $154M | $-220M | $206M | $235M | $201M | $78M | $120M | $8M | $91M | $57M | $114M | $97M | $153M | |
| EPS (Basic) | $0.33 | $-0.47 | · | $0.50 | $0.43 | $0.33 | $0.57 | $0.04 | $0.44 | $0.28 | $0.56 | $0.48 | $0.76 | |
| EPS (Diluted) | $0.33 | $-0.47 | · | $0.50 | $0.43 | $0.33 | $0.57 | $0.04 | $0.44 | $0.28 | $0.56 | $0.48 | $0.76 | |
| Shares (Basic) | 460,878,695 | 464,266,454 | -757,779,323 | 466,720,357 | 465,124,070 | 235,351,119 | 210,331,300 | 209,079,502 | 208,065,044 | 205,474,428 | 204,353,656 | 203,490,453 | 201,647,113 | |
| Shares (Diluted) | 460,878,695 | 464,266,454 | -757,779,323 | 466,720,357 | 465,124,070 | 235,351,119 | 210,331,300 | 209,079,502 | 208,065,044 | 205,474,428 | 204,353,656 | 203,490,453 | 201,647,113 |
Balance general 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | $186M | $331M | $500M | $261M | $79M | $218M | · | |
| Total Assets | $15.05B | $14.87B | $14.72B | $13.40B | $13.04B | $13.22B | $6.69B | $6.55B | $6.67B | $6.56B | $6.56B | $6.79B | · | |
| Total Liabilities | $7.52B | $7.26B | $6.67B | $5.35B | $5.06B | $5.27B | $3.11B | $3.04B | $3.10B | $3.08B | $3.07B | $3.36B | · | |
| Long-term Debt | $7.16B | $6.90B | $6.29B | $4.97B | $4.75B | $5.13B | $2.96B | $2.88B | $2.95B | $2.92B | $2.93B | $3.21B | · | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $5M | $2M | $2M | $2M | $2M | $2M | $2M | · | |
| Paid-in Capital | $7.48B | $7.51B | $7.57B | $7.69B | $7.67B | $7.67B | $3.34B | $3.32B | $3.30B | $3.27B | $3.25B | $3.23B | · | |
| Retained Earnings | $58M | $87M | $463M | $363M | $315M | $276M | $230M | $187M | $262M | $213M | $234M | $196M | · | |
| Stockholders' Equity | $7.54B | $7.61B | $8.04B | $8.06B | $7.99B | $7.95B | $3.58B | $3.51B | $3.57B | $3.48B | $3.49B | $3.43B | · | |
| Liabilities + Equity | $15.05B | $14.87B | $14.72B | $13.40B | $13.04B | $13.22B | $6.69B | $6.55B | $6.67B | $6.56B | $6.56B | $6.79B | · | |
| Shares Outstanding | 457,612,537 | 461,123,693 | 464,047,623 | 466,464,720 | 465,126,583 | 465,122,953 | 210,978,842 | 209,654,978 | 208,464,789 | 206,046,339 | 204,877,097 | 203,794,524 | · |
Flujo de Efectivo 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $-317M | $-197M | $-1.21B | $159M | $-410M | $542M | $-154M | $-23M | $79M | $238M | $206M | $12M | $-53M | |
| Stock Repurchased | $55M | $50M | $65M | $9M | $0 | $0 | · | · | · | · | · | · | · | |
| Dividends Paid | $166M | $167M | $156M | $132M | $-1.0K | $106M | $61M | $56M | $56M | $56M | $52M | $44M | $35M | |
| Financing Cash Flow | $42M | $402M | $1.09B | $68M | $-420M | $202M | $9M | $-146M | $-48M | $-56M | $-345M | $3M | $-22M | |
| Net Change in Cash | $-275M | $205M | $-114M | $227M | $-830M | $744M | $-145M | $-169M | $31M | $182M | $-139M | $15M | $-74M |
Rentabilidad 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 1.1% | · | · | 2.3% | 2.1% | 0.79% | 1.8% | 0.12% | 1.4% | 1.7% | 3.5% | 2.9% | · | |
| ROE | 2.0% | · | · | 4.0% | 3.5% | 1.4% | 3.4% | 0.23% | 2.6% | 3.3% | 6.5% | 5.7% | · |
Valoración (TTM) 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $371M | $295M | · | $634M | $407M | $297M | $275M | $270M | $358M | $421M | $220M | $71M | · | |
| Market Cap | $4.74B | · | · | $6.45B | $7.09B | · | · | · | · | · | · | · | · | |
| P/E | 13.1 | 15.7 | · | 7.6 | 11.1 | · | · | · | · | · | · | · | · | |
| P/B | 0.6 | · | · | 0.8 | 0.9 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 0.6 | 0.8 | · | 0.8 | 0.9 | · | · | · | · | · | · | · | · | |
| Earnings Yield | 7.6% | 6.4% | · | 13.2% | 9.0% | · | · | · | · | · | · | · | · | |
| Payout Ratio | · | · | · | · | · | 135.1% | · | · | 62.0% | · | · | 45.2% | · |
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 | $720M | $319M | $369M | $19M | $425M |
| EPS Diluido | — | $1.52 | $1.80 | $0.09 | $3.05 |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 198 declarantes · $2.1B 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 |
|---|---|---|---|---|
| 49 (-8 vs trimestre anterior) | 20 (-1 vs trimestre anterior) | 97 (+15 vs trimestre anterior) | 26 (+6 vs trimestre anterior) | +14.3M |
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 |
|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | $451 513 285 | 43 624 472 | 21,90% | Acciones |
| Mubadala Investment Co PJSC | $308 303 771 | 29 787 804 | 14,96% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $250 556 217 | 20 222 455 | 12,15% | Acciones |
| Orange County Employees Retirement System | $210 106 563 | 20 300 151 | 10,19% | Acciones |
| Cresset Asset Management, LLC | $128 586 790 | 11 961 124 | 6,24% | Acciones |
| State of New Jersey Common Pension Fund E | $64 895 525 | 6 270 099 | 3,15% | Acciones |
| Cliffwater LLC | $61 157 684 | 5 908 955 | 2,97% | Acciones |
| Capricorn Investment Group LLC | $58 348 328 | 5 648 797 | 2,83% | Acciones |
| CAZ INVESTMENTS LP | $46 707 252 | 4 512 778 | 2,27% | Acciones |
| VAN ECK ASSOCIATES CORP | $45 786 858 | 4 423 851 | 2,22% | Acciones |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $39 214 618 | 3 788 852 | 1,90% | Acciones |
| Auto-Owners Insurance Co | $31 916 947 | 3 083 763 | 1,55% | Acciones |
| Arax Advisory Partners | $25 262 913 | 2 436 370 | 1,23% | Acciones |
| CITADEL ADVISORS LLC | $24 506 181 | 2 367 747 | 1,19% | Acciones |
| ARES MANAGEMENT LLC | $20 351 671 | 1 966 345 | 0,99% | Acciones |
| Requisite Capital Management, LLC | $20 267 481 | 1 885 709 | 0,98% | Acciones |
| GCM Grosvenor Holdings, LLC | $18 591 674 | 1 796 297 | 0,90% | Acciones |
| Pine Ridge Advisers LLC | $15 877 956 | 1 534 102 | 0,77% | Acciones |
| STEPHENS INC /AR/ | $14 273 933 | 1 379 124 | 0,69% | Acciones |
| Laura & John Arnold Foundation | $12 420 000 | 1 200 000 | 0,60% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $11 665 951 | 1 127 145 | 0,57% | Acciones |
| SOROS FUND MANAGEMENT LLC | $10 401 750 | 1 005 000 | 0,50% | Acciones |
| Balyasny Asset Management L.P. | $8 949 438 | 864 680 | 0,43% | Acciones |
| Bulldog Investors, LLP | $8 205 242 | 792 777 | 0,40% | Acciones |
| OMERS ADMINISTRATION Corp | $7 912 751 | 764 517 | 0,38% | Acciones |
| Sanctuary Advisors, LLC | $7 415 175 | 716 442 | 0,36% | Acciones |
| NOMURA HOLDINGS INC | $7 314 987 | 706 762 | 0,35% | Acciones |
| Bayshore Capital Advisors, LLC | $6 115 867 | 590 905 | 0,30% | Acciones |
| FIRST TRUST ADVISORS LP | $5 346 603 | 516 580 | 0,26% | Acciones |
| World Investment Advisors | $5 315 620 | 429 025 | 0,26% | Acciones |
| HighTower Advisors, LLC | $4 900 631 | 473 491 | 0,24% | Acciones |
| Rockefeller Capital Management L.P. | $4 519 048 | 436 623 | 0,22% | Acciones |
| Cerity Partners LLC | $4 328 567 | 418 219 | 0,21% | Acciones |
| Summit Financial, LLC | $4 251 044 | 395 445 | 0,21% | Acciones |
| Pettinga Financial Advisors LLC | $3 945 016 | 381 161 | 0,19% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $3 804 941 | 367 627 | 0,18% | Acciones |
| Fiduciary Trust Co | $3 669 499 | 354 541 | 0,18% | Acciones |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $3 622 500 | 350 000 | 0,18% | Acciones |
| Callodine Capital Management, LP | $3 105 000 | 300 000 | 0,15% | Acciones |
| North Ground Capital | $2 871 783 | 277 467 | 0,14% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $2 778 706 | 268 474 | 0,13% | Acciones |
| Blue Pool Management Ltd. | $2 460 084 | 198 554 | 0,12% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 400 258 | 231 909 | 0,12% | Acciones |
| BANK OF MONTREAL /CAN/ | $2 344 730 | 226 544 | 0,11% | Acciones |
| CWM, LLC | $2 294 986 | 185 229 | 0,11% | Acciones |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2 187 849 | 217 264 | 0,11% | Acciones |
| Diversify Advisory Services, LLC | $2 187 849 | 217 264 | 0,11% | Acciones |
| SCS Capital Management LLC | $2 149 364 | 207 668 | 0,10% | Acciones |
| DENALI ADVISORS LLC | $2 141 477 | 206 906 | 0,10% | Acciones |
| Invesco Ltd. | $2 042 883 | 197 380 | 0,10% | Acciones |
| Blue Trust, Inc. | $1 981 181 | 191 418 | 0,10% | Acciones |
| STIFEL FINANCIAL CORP | $1 897 782 | 183 359 | 0,09% | Acciones |
| LPL Financial LLC | $1 846 217 | 178 378 | 0,09% | Acciones |
| Focus Partners Wealth | $1 775 470 | 171 513 | 0,09% | Acciones |
| Apollon Wealth Management, LLC | $1 704 614 | 164 697 | 0,08% | Acciones |
| Bank of New York Mellon Corp | $1 684 183 | 162 723 | 0,08% | Acciones |
| Closed-End Fund Advisors, Inc. | $1 650 690 | 159 487 | 0,08% | Acciones |
| Steward Partners Investment Advisory, LLC | $1 520 380 | 146 897 | 0,07% | Acciones |
| ADAPT WEALTH ADVISORS, LLC | $1 493 764 | 144 325 | 0,07% | Acciones |
| INDEPENDENT FINANCIAL GROUP, LLC | $1 493 743 | 144 323 | 0,07% | Acciones |
| Truvestments Capital LLC | $1 472 898 | 142 309 | 0,07% | Acciones |
| Perennial Investment Advisors, LLC | $1 408 183 | 136 056 | 0,07% | Acciones |
| Alpine Global Management, LLC | $1 335 429 | 129 027 | 0,06% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 321 022 | 127 635 | 0,06% | Acciones |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1 262 245 | 121 956 | 0,06% | Acciones |
| Global Retirement Partners, LLC | $1 255 084 | 121 264 | 0,06% | Acciones |
| OSAIC HOLDINGS, INC. | $1 243 175 | 120 109 | 0,06% | Acciones |
| Palogic Value Management, L.P. | $1 231 319 | 118 968 | 0,06% | Acciones |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1 202 321 | 111 833 | 0,06% | Acciones |
| Vestmark Advisory Solutions, Inc. | $1 187 090 | 114 695 | 0,06% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 175 409 | 113 786 | 0,06% | Acciones |
| Corient Private Wealth LP | $1 103 573 | 106 626 | 0,05% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 064 073 | 102 809 | 0,05% | Acciones |
| JANE STREET GROUP, LLC | $1 027 165 | 99 243 | 0,05% | Acciones |
| CAPSTONE INVESTMENT ADVISORS, LLC | $1 023 791 | 98 917 | 0,05% | Acciones |
| U.S. Capital Wealth Advisors, LLC | $1 000 493 | 80 750 | 0,05% | Acciones |
| Prota Financial, LLC | $936 396 | 87 842 | 0,05% | Acciones |
| GRIES FINANCIAL LLC | $910 364 | 65 168 | 0,04% | Acciones |
| Stratos Wealth Partners, LTD. | $910 241 | 87 946 | 0,04% | Acciones |
| TrueMark Investments, LLC | $894 933 | 86 467 | 0,04% | Acciones |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $876 883 | 84 723 | 0,04% | Acciones |
| Generali Investments CEE, investicni spolecnost, a.s. | $873 861 | 84 431 | 0,04% | Acciones |
| TT Capital Management LLC | $839 385 | 81 100 | 0,04% | Acciones |
| NorthRock Partners, LLC | $835 990 | 80 772 | 0,04% | Acciones |
| Blackstone Inc. | $834 872 | 80 664 | 0,04% | Acciones |
| Cerberus Capital Management, L.P. | $828 000 | 80 000 | 0,04% | Acciones |
| Pallas Capital Advisors LLC | $749 272 | 72 393 | 0,04% | Acciones |
| Jain Global LLC | $739 984 | 71 496 | 0,04% | Acciones |
| TRUIST FINANCIAL CORP | $737 915 | 71 296 | 0,04% | Acciones |
| Elm Partners Management LLC | $682 665 | 65 958 | 0,03% | Acciones |
| UBS Group AG | $648 169 | 62 625 | 0,03% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $634 455 | 61 300 | 0,03% | Acciones |
| Fort Point Capital Partners LLC | $598 195 | 55 646 | 0,03% | Acciones |
| PVG ASSET MANAGEMENT CORP | $576 971 | 55 746 | 0,03% | Acciones |
| Beacon Bridge Wealth Partners, LLC | $550 290 | 53 168 | 0,03% | Acciones |
| NewEdge Advisors, LLC | $485 905 | 46 948 | 0,02% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $478 325 | 46 215 | 0,02% | Acciones |
| PINNACLE ASSOCIATES LTD | $457 066 | 44 161 | 0,02% | Acciones |
| Pinnacle Wealth Management Advisory Group, LLC | $457 066 | 44 161 | 0,02% | Acciones |
| Cullen/Frost Bankers, Inc. | $444 915 | 42 987 | 0,02% | Acciones |
Informantes de la empresa 10 insiders · 4 directivos · 6 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Craig Packer | CEO and President | 5 de noviembre de 2021 P | 4 081 653 | 0 | 0 | $0 |
| Jonathan Lamm, | CFO and COO | 5 de noviembre de 2021 P | 5 443 | 0 | 0 | $0 |
| Erik Bissonnette | President | 5 de septiembre de 2025 P | 166 525 | 3 | 0 | $312 875 |
| Alan Kirshenbaum | Executive Vice President | 5 de noviembre de 2021 P | 4 081 653 | 0 | 0 | $0 |
| Chris Temple | Consejero | 22 de mayo de 2026 P | 12 000 | 2 | 0 | $132 420 |
| Melissa Weiler | Consejero | 13 de mayo de 2026 P | 10 000 | 1 | 0 | $109 000 |
| Eric A. Kaye | Consejero | 11 de mayo de 2026 P | 2 000 | 3 | 0 | $22 181 |
| Victor Woolridge | Consejero | 24 de marzo de 2025 A | 10 049 | 0 | 0 | $0 |
| Edward H Dalelio | Consejero | 5 de noviembre de 2021 P | 33 145 | 0 | 0 | $0 |
| Douglas I Ostrover | — | 16 de marzo de 2021 P | 2 321 734 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 7 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 |
|---|---|---|---|---|
| HYIN · WisdomTree Trust | 2,87% | 132 888 NS | 31 de mayo de 2026 | N-PORT |
| PSP · Invesco Exchange-Traded Fund Trust | 0,94% | 197 380 | 8 de agosto de 2026 | Diario |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,65% | 123 001 NS | 30 de abril de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,31% | 367 159 NS | 30 de abril de 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0,29% | 8 239 000 | 8 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,19% | 23 771 NS | 30 de abril de 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,15% | 5 367 000 | 8 de agosto de 2026 | Diario |