PFLT PennantPark Floating Rate Capital Ltd. Common Stock
$7,27
Precio · Ago 18, 2026
Fundamentales a fecha de May 7, 2026
Rango 52S
$7–$10
13% of range
Calificación del Analista
BUY
14 analysts
Precio Objetivo
$10
+39% upside
P/E (TTM)
—
ROE
6.2%
Margen de Beneficio Neto
—
Acerca de PennantPark Floating Rate Capital Ltd. Common Stock Descripción general de la empresa de Wikipedia
PFLT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$7.27
Capitalización Bursátil
$721M
P/E (TTM)
—
BPA (TTM)
—
Ingresos (TTM)
—
Rendimiento div.
15.5%
ROE
6.2%
Deuda/Capital
—
Rango 52S
$7 – $10
PFLT 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
—
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
PFLT
Mediana de Pares
P/B (P/C)
0.7
0.8
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
PFLT
Mediana de Pares
ROA
2.6%
2.6%
ROE
6.2%
6.7%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
PFLT
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
PFLT
Mediana de Pares
Net Income YoY (Beneficio Neto interanual)
-27.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
PFLT
Mediana de Pares
Payout Ratio (Ratio de Pago)
168.1%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
15.5%
Ratio de Pago
168.1%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 14 de agosto de 2026 | $0,0830 |
| 15 de julio de 2026 | $0,0830 |
| 15 de junio de 2026 | $0,0830 |
| 15 de mayo de 2026 | $0,1030 |
| 15 de abril de 2026 | $0,1030 |
| 16 de marzo de 2026 | $0,1030 |
| 17 de febrero de 2026 | $0,1030 |
| 16 de enero de 2026 | $0,1030 |
| 15 de diciembre de 2025 | $0,1030 |
| 17 de noviembre de 2025 | $0,1030 |
| 15 de octubre de 2025 | $0,1030 |
| 15 de septiembre de 2025 | $0,1030 |
| 15 de agosto de 2025 | $0,1030 |
| 15 de julio de 2025 | $0,1030 |
| 16 de junio de 2025 | $0,1030 |
| 15 de mayo de 2025 | $0,1030 |
| 15 de abril de 2025 | $0,1030 |
| 14 de marzo de 2025 | $0,1030 |
| 18 de febrero de 2025 | $0,1030 |
| 15 de enero de 2025 | $0,1030 |
PFLT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
14 analistas
- Compra fuerte 3 21,4%
- Compra 7 50,0%
- Mantener 4 28,6%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-15
Mediana
$10.00
← Por Debajo de Todos los Objetivos
$7.27
Mín
$9.00
Máx
$11.00
Objetivo mediano
$10.00
+37,6%
Objetivo medio
$10.08
+38,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.26 | $0.27 | -0.01% |
| 31 de marzo de 2026 | $0.26 | $0.29 | -0.03% |
| 31 de diciembre de 2025 | $0.27 | $0.30 | -0.03% |
| 30 de septiembre de 2025 | $0.28 | $0.29 | -0.01% |
| 30 de junio de 2025 | $0.25 | $0.30 | -0.05% |
| 31 de marzo de 2025 | $0.28 | $0.33 | -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 |
|---|---|---|---|---|---|---|
| PFLT | $882M | — | — | — | 6.2% | — |
| MFIC | $1.05B | — | — | — | 4.7% | — |
| BCSF | $902M | 9.1 | — | — | 8.8% | — |
| CGBD | $897M | 12.4 | — | — | 5.9% | — |
| FDUS | $733M | 9.3 | — | — | 11.5% | — |
| NMFC | $945M | 57.6 | — | — | 1.3% | — |
| SLRC | $843M | 9.1 | — | — | — | — |
| GAIN | — | — | — | — | — | — |
| ALTI | — | -3.2 | 28.5% | -46.9% | -19.0% | — |
| CCAP | $519M | 7.8 | — | — | 4.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| SG&A Expense | $3M | $2M | $999.0K | $575.0K | $900.0K | $1M | |
| Operating Expenses | · | · | · | $57M | $43M | $52M | |
| Net Income | $66M | $92M | $39M | $3M | $57M | $18M |
Balance general 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $82M | $112M | $101M | $51M | $50M | · | |
| Total Assets | $2.91B | $2.11B | $1.18B | $1.23B | $1.17B | · | |
| Deferred Tax | $2M | $2M | $2M | $5M | · | · | |
| Total Liabilities | $1.84B | $1.23B | $526M | $700M | $680M | · | |
| Common Stock | $99.0K | $78.0K | $59.0K | $45.0K | $39.0K | · | |
| Retained Earnings | $-145M | $-100M | $-112M | $-91M | $-48M | $-61M | |
| Stockholders' Equity | $1.07B | $877M | $654M | $527M | $491M | · | |
| Liabilities + Equity | $2.91B | $2.11B | $1.18B | $1.23B | $1.17B | · | |
| Shares Outstanding | 99,217,896 | 77,579,896 | 58,734,702 | 45,345,638 | 38,880,728 | 38,772,074 |
Flujo de Efectivo 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $-721M | $-801M | $141M | $-47M | $50M | $-5M | |
| Dividends Paid | $112M | $79M | $59M | $46M | $44M | $44M | |
| Financing Cash Flow | $731M | $813M | $-92M | $48M | $-56M | $-909.0K | |
| Net Change in Cash | · | · | · | $-2M | $-7M | $-6M | |
| Taxes Paid | $975.0K | $1M | $530.0K | $1M | $405.0K | $502.0K |
Rentabilidad 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 2.6% | 5.6% | 3.3% | 0.29% | · | · | |
| ROE | 6.2% | 10.8% | 6.2% | 0.67% | · | · |
Tasas de Crecimiento 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income YoY | -27.7% | 133.9% | 1037.0% | -93.9% | 206.9% | · | |
| Net Income CAGR 3Y | 167.9% | 17.6% | 28.7% | · | · | · | |
| Net Income CAGR 5Y | 29.2% | · | · | · | · | · | |
| Dividend CAGR 5Y | 20.3% | · | · | · | · | · |
Valoración (TTM) 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $66M | $92M | $39M | $3M | $57M | $18M | |
| Market Cap | $882M | $898M | $626M | $435M | · | · | |
| P/B | 0.8 | 1.0 | 1.0 | 0.8 | · | · | |
| P / Tangible Book | 0.8 | 1.0 | 1.0 | 0.8 | · | · | |
| P / Cash Flow | -1.2 | -1.1 | 4.5 | -8.7 | · | · | |
| Dividend Yield | 12.7% | 8.8% | 9.4% | 10.6% | · | · | |
| Payout Ratio | 168.1% | 85.8% | 149.6% | 1334.1% | · | · | |
| Annual Payout | $112M | $79M | $59M | $46M | $44M | $44M |
Estado de resultados 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $988.0K | $1M | $705.0K | $706.0K | $655.0K | $144.0K | |
| Operating Expenses | $40M | $43M | $39M | $37M | $37M | $27M | · | · | · | · | $18M | · | $14M | |
| Net Income | $29M | $-4M | $19M | $1M | $28M | $17M | $31M | $22M | $6M | $7M | $-2M | $-5M | $14M | |
| Shares (Basic) | 99,217,896 | 99,217,896 | 99,217,896 | 90,086,785 | 81,663,331 | 68,481,874 | 61,151,898 | 58,734,702 | 50,799,353 | 48,529,037 | 45,368,844 | · | · | |
| Shares (Diluted) | 99,217,896 | 99,217,896 | 99,217,896 | 90,086,785 | 81,663,331 | 68,481,874 | 61,151,898 | 58,734,702 | 50,799,353 | 48,529,037 | 45,368,844 | · | · |
Balance general 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $122M | $55M | $103M | $111M | $102M | $85M | $125M | $76M | $59M | $50M | $53M | · | · | |
| Total Assets | $2.75B | $2.72B | $2.52B | $2.47B | $2.34B | $1.76B | $1.62B | $1.36B | $1.18B | $1.22B | $1.23B | · | · | |
| Deferred Tax | $2M | $1M | $890.0K | $612.0K | $1M | $2M | $2M | $2M | $2M | $2M | $5M | · | · | |
| Total Liabilities | $1.71B | $1.68B | $1.43B | $1.40B | $1.38B | $940M | $895M | $701M | $575M | $670M | $713M | · | · | |
| Common Stock | $99.0K | $99.0K | $99.0K | $96.0K | $85.0K | $72.0K | $63.0K | $59.0K | $56.0K | $50.0K | $45.0K | · | · | |
| Retained Earnings | $-181M | $-179M | $-134M | $-123M | $-96M | $-99M | $-95M | $-107M | $-122M | $-112M | $-106M | · | · | |
| Stockholders' Equity | $1.04B | $1.04B | $1.09B | $1.07B | $963M | $817M | $721M | $658M | $608M | $555M | $514M | · | · | |
| Liabilities + Equity | $2.75B | $2.72B | $2.52B | $2.47B | $2.34B | $1.76B | $1.62B | $1.36B | $1.18B | $1.22B | $1.23B | · | · | |
| Shares Outstanding | 99,217,896 | 99,217,896 | 99,217,896 | 96,417,896 | 84,855,896 | 71,998,138 | 63,228,138 | 58,734,702 | 55,537,299 | 49,731,815 | 45,431,815 | · | · |
Flujo de Efectivo 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $24M | $149M | $-35M | $-118M | $-233M | $-155M | $-173M | $-182M | $44M | $8M | $6M | $-10M | $-82M | |
| Dividends Paid | $31M | $31M | $30M | $27M | $24M | $20M | $18M | $18M | $15M | $13M | $13M | $12M | $11M | |
| Financing Cash Flow | $2M | $-176M | $27M | $127M | $223M | $114M | $222M | $157M | $-38M | $-13M | $-3M | $129.0K | $93M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $9M | $-3M | $5M | $-9M | $11M | |
| Taxes Paid | $758.0K | $32.0K | $75.0K | $900.0K | $0 | $0 | $900.0K | $160.0K | $525.0K | $0 | $5.0K | $824.0K | $183.0K |
Rentabilidad 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 1.1% | -0.14% | 0.90% | 0.06% | 1.5% | 1.1% | 2.2% | 1.7% | 0.95% | 1.2% | -0.26% | · | · | |
| ROE | 2.7% | -0.36% | 2.0% | 0.14% | 3.5% | 2.4% | 4.9% | 3.8% | 1.8% | 2.6% | -0.63% | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $46M | $45M | $66M | $78M | $99M | $76M | $66M | $34M | $6M | $8M | $15M | · | · | |
| Market Cap | $798M | $920M | $1.02B | $1.08B | $927M | $831M | $720M | $711M | $591M | $528M | $499M | · | · | |
| P/B | 0.8 | 0.9 | 0.9 | 1.0 | 1.0 | 1.0 | 1.0 | 1.1 | 1.0 | 1.0 | 1.0 | · | · | |
| P / Tangible Book | 0.8 | 0.9 | 0.9 | 1.0 | 1.0 | 1.0 | 1.0 | 1.1 | 1.0 | 1.0 | 1.0 | · | · | |
| P / Cash Flow | · | 6.2 | · | · | -4.0 | · | · | -3.9 | · | · | 64.3 | · | · | |
| Payout Ratio | · | -852.7% | · | · | 85.8% | · | · | 80.4% | · | · | -797.8% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 | |
|---|---|---|---|---|---|
| Beneficio neto | $66M | $92M | $39M | $3M | $57M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 142 declarantes · $132.6M 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 |
|---|---|---|---|---|
| 21 (-2 vs trimestre anterior) | 24 (+3 vs trimestre anterior) | 43 (-5 vs trimestre anterior) | 36 (+3 vs trimestre anterior) | +2.9M |
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 |
|---|---|---|---|---|
| Sound Income Strategies, LLC | $39 065 171 | 5 222 616 | 29,47% | Acciones |
| VAN ECK ASSOCIATES CORP | $14 986 674 | 2 003 566 | 11,30% | Acciones |
| Invesco Ltd. | $13 435 965 | 1 796 252 | 10,14% | Acciones |
| Altshuler Shaham Ltd | $6 950 207 | 929 172 | 5,24% | Acciones |
| Diameter Capital Partners LP | $6 732 000 | 900 000 | 5,08% | Acciones |
| Legal & General Group Plc | $6 060 910 | 810 824 | 4,57% | Acciones |
| FRANKLIN RESOURCES INC | $4 372 696 | 584 585 | 3,30% | Acciones |
| Advisors Asset Management, Inc. | $3 411 909 | 312 160 | 2,57% | Acciones |
| BlackRock, Inc. | $2 770 757 | 370 422 | 2,09% | Acciones |
| GraniteShares Advisors LLC | $2 261 518 | 302 342 | 1,71% | Acciones |
| Independent Advisor Alliance | $2 027 454 | 271 050 | 1,53% | Acciones |
| OSAIC HOLDINGS, INC. | $1 826 173 | 244 143 | 1,38% | Acciones |
| CITADEL ADVISORS LLC | $1 294 347 | 173 041 | 0,98% | Acciones |
| Muzinich & Co., Inc. | $1 287 278 | 172 096 | 0,97% | Acciones |
| NewEdge Wealth, LLC | $1 260 821 | 168 559 | 0,95% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 227 700 | 164 131 | 0,93% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 171 166 | 156 573 | 0,88% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $1 101 153 | 147 213 | 0,83% | Acciones |
| Krilogy Financial LLC | $926 625 | 123 880 | 0,70% | Acciones |
| Naviter Wealth, LLC | $879 038 | 116 148 | 0,66% | Acciones |
| PFG Investments, LLC | $782 280 | 104 583 | 0,59% | Acciones |
| JNB Advisors LLC | $777 868 | 75 302 | 0,59% | Acciones |
| Trexquant Investment LP | $760 133 | 101 622 | 0,57% | Acciones |
| Cerity Partners LLC | $654 257 | 87 479 | 0,49% | Acciones |
| LPL Financial LLC | $634 927 | 84 883 | 0,48% | Acciones |
| Nebula Research & Development LLC | $578 945 | 56 045 | 0,44% | Acciones |
| GUGGENHEIM CAPITAL LLC | $554 971 | 74 194 | 0,42% | Acciones |
| HighTower Advisors, LLC | $531 585 | 71 067 | 0,40% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $522 600 | 69 866 | 0,39% | Acciones |
| Cetera Investment Advisers | $486 329 | 65 017 | 0,37% | Acciones |
| GOLDMAN SACHS GROUP INC | $479 386 | 64 089 | 0,36% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $469 744 | 62 800 | 0,35% | Opción de compra |
| Curi Capital, LLC | $448 800 | 60 000 | 0,34% | Acciones |
| Virtus Investment Advisers, LLC | $440 826 | 58 934 | 0,33% | Acciones |
| CITADEL ADVISORS LLC | $439 076 | 58 700 | 0,33% | Opción de compra |
| XTX Topco Ltd | $436 570 | 58 365 | 0,33% | Acciones |
| GREENWOOD GEARHART LLC | $423 832 | 56 662 | 0,32% | Acciones |
| Yelin Lapidot Holdings Management Ltd. | $410 854 | 54 927 | 0,31% | Acciones |
| STIFEL FINANCIAL CORP | $405 864 | 54 260 | 0,31% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $403 920 | 54 000 | 0,30% | Opción de venta |
| ENVESTNET ASSET MANAGEMENT INC | $371 957 | 49 727 | 0,28% | Acciones |
| MQS Management LLC | $370 814 | 49 574 | 0,28% | Acciones |
| Vantage Financial Partners, LLC | $356 886 | 38 499 | 0,27% | Acciones |
| DENALI ADVISORS LLC | $322 029 | 43 052 | 0,24% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $311 108 | 41 592 | 0,23% | Acciones |
| Sovran Advisors, LLC | $278 171 | 39 124 | 0,21% | Acciones |
| Squarepoint Ops LLC | $248 987 | 33 287 | 0,19% | Acciones |
| Brevan Howard Capital Management LP | $237 939 | 31 810 | 0,18% | Acciones |
| Freestone Capital Holdings, LLC | $217 257 | 29 045 | 0,16% | Acciones |
| ROYAL BANK OF CANADA | $214 000 | 28 642 | 0,16% | Acciones |
| FIRST CITIZENS BANK & TRUST CO | $201 960 | 27 000 | 0,15% | Acciones |
| CERTUITY, LLC | $199 402 | 26 658 | 0,15% | Acciones |
| Black Maple Capital Management LP | $187 000 | 25 000 | 0,14% | Acciones |
| Foundations Investment Advisors, LLC | $185 145 | 24 752 | 0,14% | Acciones |
| Strategic Financial Concepts, LLC | $184 756 | 24 700 | 0,14% | Acciones |
| PW Nova Financial Services LLC | $173 864 | 23 244 | 0,13% | Acciones |
| Mariner, LLC | $168 787 | 22 565 | 0,13% | Acciones |
| M&T Bank Corp | $163 805 | 21 899 | 0,12% | Acciones |
| BEACON INVESTMENT ADVISORS LLC | $163 228 | 21 821 | 0,12% | Acciones |
| JANE STREET GROUP, LLC | $160 820 | 21 500 | 0,12% | Opción de compra |
| CITADEL ADVISORS LLC | $160 072 | 21 400 | 0,12% | Opción de venta |
| OPTIMUM INVESTMENT ADVISORS | $155 575 | 17 500 | 0,12% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $153 340 | 20 500 | 0,12% | Acciones |
| Ethos Financial Group, LLC | $144 491 | 19 317 | 0,11% | Acciones |
| WOLVERINE TRADING, LLC | $142 305 | 15 900 | 0,11% | Opción de compra |
| NewEdge Advisors, LLC | $128 409 | 17 167 | 0,10% | Acciones |
| Sunbelt Securities, Inc. | $126 461 | 15 729 | 0,10% | Acciones |
| AE Wealth Management LLC | $126 389 | 16 897 | 0,10% | Acciones |
| Savvy Advisors, Inc. | $125 462 | 16 773 | 0,09% | Acciones |
| KW WEALTH MANAGEMENT LLC | $120 531 | 13 002 | 0,09% | Acciones |
| Advisory Services Network, LLC | $118 408 | 15 830 | 0,09% | Acciones |
| Strategies Wealth Advisors, LLC | $110 479 | 14 770 | 0,08% | Acciones |
| Bluespring Wealth Management, LLC | $109 769 | 14 675 | 0,08% | Acciones |
| VestGen Advisors, LLC | $108 460 | 14 500 | 0,08% | Acciones |
| Avior Wealth Management, LLC | $105 012 | 14 039 | 0,08% | Acciones |
| Corient Private Wealth LP | $95 783 | 12 805 | 0,07% | Acciones |
| BCO Wealth Management LLC | $89 902 | 12 019 | 0,07% | Acciones |
| NOMURA HOLDINGS INC | $89 760 | 12 000 | 0,07% | Acciones |
| FULTON BREAKEFIELD BROENNIMAN LLC | $88 249 | 11 798 | 0,07% | Acciones |
| TWO SIGMA SECURITIES, LLC | $88 212 | 11 793 | 0,07% | Acciones |
| Glenview Trust Co | $85 626 | 10 650 | 0,06% | Acciones |
| Qube Research & Technologies Ltd | $84 561 | 11 305 | 0,06% | Acciones |
| Garner Asset Management Corp | $83 894 | 11 216 | 0,06% | Acciones |
| Miller Financial Services LLC | $83 797 | 11 203 | 0,06% | Acciones |
| StoneX Group Inc. | $83 653 | 10 510 | 0,06% | Acciones |
| Balyasny Asset Management L.P. | $82 467 | 11 025 | 0,06% | Acciones |
| WESTBOURNE INVESTMENTS, INC. | $82 280 | 11 000 | 0,06% | Acciones |
| AllSquare Wealth Management LLC | $81 788 | 9 200 | 0,06% | Acciones |
| UBS Group AG | $79 812 | 10 670 | 0,06% | Acciones |
| NORTHERN TRUST CORP | $78 084 | 10 439 | 0,06% | Acciones |
| CALTON & ASSOCIATES, INC. | $75 548 | 10 100 | 0,06% | Acciones |
| INVESTMENT PARTNERS, LTD. | $74 800 | 10 000 | 0,06% | Acciones |
| Golden State Wealth Management, LLC | $73 693 | 9 852 | 0,06% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $73 394 | 9 812 | 0,06% | Acciones |
| CIBC Private Wealth Group LLC | $63 318 | 7 122 | 0,05% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $50 497 | 6 751 | 0,04% | Acciones |
| Farther Finance Advisors, LLC | $47 193 | 6 309 | 0,04% | Acciones |
| CWM, LLC | $43 014 | 5 350 | 0,03% | Acciones |
| Integrated Wealth Concepts LLC | $39 968 | 5 343 | 0,03% | Acciones |
| McIlrath & Eck, LLC | $37 702 | 4 689 | 0,03% | Acciones |
Informantes de la empresa 7 insiders · 3 directivos · 5 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Arthur H Penn | Chairman and CEO | 20 de marzo de 2020 P | 344 009 | 0 | 0 | $0 |
| Richard T Allorto JR | CFO and Treasurer | 11 de marzo de 2026 P | 25 000 | 1 | 0 | $122 250 |
| Aviv Efrat | Chief Financial Officer | 23 de marzo de 2020 P | 109 000 | 0 | 0 | $0 |
| Jose A Briones | Consejero | 12 de mayo de 2026 P | 348 083 | 3 | 0 | $150 066 |
| Jeffrey Flug | Consejero | 17 de febrero de 2022 J | 8 400 | 0 | 0 | $0 |
| Samuel L Katz | Consejero | 18 de diciembre de 2020 S | 26 500 | 0 | 0 | $0 |
| Adam K Bernstein | Consejero | 31 de marzo de 2020 P | 9 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 5 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 |
|---|---|---|---|---|
| KBWD · Invesco Exchange-Traded Fund Trust … | 3,25% | 1 818 147 | 8 de agosto de 2026 | Diario |
| FXED · Tidal Trust I | 2,17% | 105 656 NS | 31 de mayo de 2026 | N-PORT |
| VPC · ETFis Series Trust I | 1,72% | 63 677 NS | 30 de abril de 2026 | N-PORT |
| PFF · iShares Trust | 0,05% | 252 400 SH | 8 de agosto de 2026 | Diario |
| LBO · EA Series Trust | 0,01% | 90 NS | 30 de abril de 2026 | N-PORT |