SCM Stellus Capital Investment Corporation Common Stock
$8,65
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 10, 2026
Rango 52S
$7–$15
22% of range
Calificación del Analista
HOLD
9 analysts
Precio Objetivo
$10
+17% upside
P/E (TTM)
9.1
ROE
7.3%
Margen de Beneficio Neto
—
SCM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$8.65
Capitalización Bursátil
$250M
P/E (TTM)
9.1
BPA (TTM)
$0.95
Ingresos (TTM)
—
Rendimiento div.
18.1%
ROE
7.3%
Deuda/Capital
—
Rango 52S
$7 – $15
SCM 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
$0.95
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
SCM
Mediana de Pares
P/E (TTM)
9.1
11.7
P/B (P/C)
0.7
0.9
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
SCM
Mediana de Pares
ROA
2.7%
0.96%
ROE
7.3%
2.6%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SCM
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
SCM
Mediana de Pares
EPS YoY (EPS interanual)
-46.9%
—
Net Income YoY (Beneficio Neto interanual)
-41.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SCM
Mediana de Pares
Payout Ratio (Ratio de Pago)
167.4%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
18.1%
Ratio de Pago
167.4%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 31 de julio de 2026 | $0,0830 |
| 30 de junio de 2026 | $0,1130 |
| 29 de mayo de 2026 | $0,1130 |
| 30 de abril de 2026 | $0,1130 |
| 31 de marzo de 2026 | $0,1130 |
| 27 de febrero de 2026 | $0,1130 |
| 30 de enero de 2026 | $0,1130 |
| 31 de diciembre de 2025 | $0,1330 |
| 28 de noviembre de 2025 | $0,1330 |
| 31 de octubre de 2025 | $0,1330 |
| 30 de septiembre de 2025 | $0,1330 |
| 29 de agosto de 2025 | $0,1330 |
| 31 de julio de 2025 | $0,1330 |
| 30 de junio de 2025 | $0,1330 |
| 30 de mayo de 2025 | $0,1330 |
| 30 de abril de 2025 | $0,1330 |
| 31 de marzo de 2025 | $0,1330 |
| 28 de febrero de 2025 | $0,1330 |
| 31 de enero de 2025 | $0,1330 |
| 31 de diciembre de 2024 | $0,1330 |
SCM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 2 22,2%
- Compra 2 22,2%
- Mantener 5 55,6%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-19
Mediana
$10.75
Media
$10.12
Ahora
$8.65
Mín
$8.00
Máx
$11.00
Objetivo mediano
$10.75
+24,3%
Objetivo medio
$10.12
+17,1%
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 | $0.26 | 0.00% |
| 31 de marzo de 2026 | $0.26 | $0.27 | -0.01% |
| 31 de diciembre de 2025 | $0.18 | $0.31 | -0.13% |
| 30 de septiembre de 2025 | $0.32 | $0.31 | 0.01% |
| 30 de junio de 2025 | $0.34 | $0.35 | -0.01% |
| 31 de marzo de 2025 | $0.35 | $0.38 | -0.03% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SCM | $367M | 13.3 | — | — | 7.3% | — |
| HRZN | — | -107.5 | — | — | — | — |
| PSBD | $381M | 7.3 | — | — | -0.65% | — |
| SAR | — | — | — | — | — | — |
| RWAY | — | — | — | — | — | — |
| PNNT | — | — | — | — | — | — |
| TPVG | $265M | 6.2 | 14.9% | 2346.5% | 14.0% | — |
| LIEN | $236M | 7.1 | — | — | 11.0% | — |
| SPMC | — | — | — | — | — | — |
| BANX | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| SG&A Expense | $2M | $2M | $2M | $2M | $2M | $2M | |
| Operating Expenses | $69M | $65M | $64M | $47M | $44M | $35M | |
| Interest Expense | · | · | $32M | $24M | $19M | $16M | |
| Interest Income | $98M | $100M | $102M | $73M | $62M | $55M | |
| Income Tax | $2M | $2M | $1M | $1M | $1M | $771.1K | |
| Net Income | $27M | $46M | $18M | $14M | $34M | $20M | |
| EPS (Basic) | $0.95 | $1.79 | $0.80 | $0.74 | $1.72 | $1.04 | |
| EPS (Diluted) | $0.95 | $1.79 | $0.80 | $0.74 | $1.72 | $1.04 | |
| Shares (Basic) | 28,364,809 | 25,596,593 | 22,004,648 | 19,552,931 | 19,489,750 | 19,471,500 | |
| Shares (Diluted) | 28,364,809 | 25,596,593 | 22,004,648 | 19,552,931 | 19,489,750 | 19,471,500 |
Balance general 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $25M | $20M | $26M | $48M | $44M | · | |
| Total Assets | $1.04B | $981M | $908M | $898M | $821M | · | |
| Deferred Tax | · | · | $188.9K | $61.9K | · | · | |
| Total Liabilities | $670M | $611M | $588M | $622M | $536M | · | |
| Common Stock | $28.9K | $27.5K | $24.1K | $19.7K | $19.5K | · | |
| Paid-in Capital | $398M | $380M | $336M | $275M | $275M | · | |
| Retained Earnings | $-27M | $-10M | $-16M | $642.2K | $11M | · | |
| Stockholders' Equity | $371M | $370M | $320M | $276M | $285M | · | |
| Liabilities + Equity | $1.04B | $981M | $908M | $898M | $821M | · | |
| Shares Outstanding | 28,947,254 | 27,481,118 | 24,125,642 | 19,666,769 | 19,517,595 | · |
Flujo de Efectivo 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Deferred Tax | $0 | $-188.9K | $127.0K | $213.2K | $-510.9K | $224.9K | |
| Operating Cash Flow | $-24M | $-29M | $-17M | $-56M | $-76M | $-3M | |
| Debt Issued | · | · | $11M | $64M | $74M | $16M | |
| Net Debt Issued | $-26M | · | $11M | $64M | · | · | |
| Stock Issued | $21M | $46M | $63M | $2M | $449.5K | $5M | |
| Net Stock Activity | $21M | $46M | $63M | $2M | · | · | |
| Dividends Paid | $45M | $38M | $36M | $27M | $21M | $24M | |
| Financing Cash Flow | $29M | $23M | $-5M | $60M | $102M | $6M | |
| Net Change in Cash | $5M | $-6M | $-22M | $4M | $26M | $2M | |
| Taxes Paid | $2M | $2M | $3M | $3M | $1M | $940.0K |
Rentabilidad 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 2.7% | 4.9% | 1.9% | 1.7% | · | · | |
| ROE | 7.3% | 13.3% | 5.9% | 5.2% | · | · |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | -46.9% | 123.8% | 8.1% | -57.0% | 65.4% | · | |
| EPS CAGR 3Y | 8.7% | 1.3% | -8.4% | · | · | · | |
| EPS CAGR 5Y | -1.8% | · | · | · | · | · | |
| Net Income YoY | -41.0% | 161.5% | 21.0% | -56.8% | 66.3% | · | |
| Net Income CAGR 3Y | 23.1% | 10.9% | -4.6% | · | · | · | |
| Net Income CAGR 5Y | 6.0% | · | · | · | · | · | |
| Dividend CAGR 5Y | 13.2% | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $27M | $46M | $18M | $14M | $34M | $20M | |
| Market Cap | $367M | $378M | $310M | $261M | · | · | |
| P/E | 13.3 | 7.7 | 16.1 | 17.9 | 7.6 | 10.5 | |
| P/B | 1.0 | 1.0 | 1.0 | 0.9 | · | · | |
| P / Tangible Book | 1.0 | 1.0 | 1.0 | 0.9 | · | · | |
| P / Cash Flow | -15.0 | -13.2 | -18.0 | -4.6 | · | · | |
| Dividend Yield | 12.3% | 9.9% | 11.5% | 10.2% | · | · | |
| Earnings Yield | 7.5% | 13.0% | 6.2% | 5.6% | 13.2% | 9.6% | |
| Payout Ratio | 167.4% | 81.9% | 202.6% | 183.5% | · | · | |
| Annual Payout | $45M | $38M | $36M | $27M | $21M | $24M |
Estado de resultados 10
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $550.2K | $649.1K | $618.8K | $592.4K | $474.3K | $449.3K | $474.8K | $469.3K | $481.3K | $490.9K | $470.8K | $466.4K | $462.0K | $447.4K | $466.9K | |
| Operating Expenses | $15M | $16M | $17M | $18M | $17M | $16M | $16M | $16M | $16M | $16M | $16M | $16M | $15M | $13M | $10M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $8M | $8M | $8M | $8M | $6M | $6M | |
| Interest Income | $22M | $22M | $24M | $25M | $25M | $24M | $24M | $25M | $25M | $25M | $26M | $26M | $23M | $20M | $16M | |
| Income Tax | $29.7K | $360.5K | $136.2K | $515.7K | $429.0K | $499.5K | $503.9K | $360.2K | $574.0K | $370.7K | $335.5K | $371.8K | $374.8K | $361.1K | $426.2K | |
| Net Income | $16M | $2M | $5M | $7M | $10M | $5M | $9M | $15M | $9M | $13M | $-2M | $4M | $5M | $4M | $1M | |
| EPS (Basic) | $0.56 | $0.06 | $0.18 | $0.23 | $0.36 | $0.18 | $0.31 | $0.59 | $0.35 | $0.54 | $-0.11 | $0.17 | $0.24 | $0.20 | $0.07 | |
| EPS (Diluted) | $0.56 | $0.06 | $0.18 | $0.23 | $0.36 | $0.18 | $0.31 | $0.59 | $0.35 | $0.54 | $-0.11 | $0.17 | $0.24 | $0.20 | $0.07 | |
| Shares (Basic) | 28,869,028 | 28,947,254 | -56,131,124 | 28,480,472 | 28,412,849 | 27,602,612 | -49,589,441 | 26,326,426 | 24,733,966 | 24,125,642 | 22,824,221 | 21,231,979 | 19,779,988 | 19,545,935 | 19,543,117 | |
| Shares (Diluted) | 28,869,028 | 28,947,254 | -56,131,124 | 28,480,472 | 28,412,849 | 27,602,612 | -49,589,441 | 26,326,426 | 24,733,966 | 24,125,642 | 22,824,221 | 21,231,979 | 19,779,988 | 19,545,935 | 19,543,117 |
Balance general 10
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5M | $3M | $25M | $9M | $40M | $11M | $20M | $39M | $36M | $49M | $19M | $15M | $18M | $12M | · | |
| Total Assets | $982M | $1.00B | $1.04B | $1.03B | $1.03B | $1.01B | $981M | $957M | $947M | $935M | $912M | $902M | $901M | $889M | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $381.5K | $206.4K | $206.0K | $140.7K | · | · | |
| Total Liabilities | $615M | $638M | $670M | $651M | $659M | $639M | $611M | $591M | $599M | $612M | $594M | $593M | $620M | $612M | · | |
| Common Stock | $28.7K | $28.9K | $28.9K | $28.9K | $28.4K | $28.1K | $27.5K | $27.0K | $26.0K | $24.1K | $24.1K | $22.6K | $20.2K | $19.5K | · | |
| Paid-in Capital | $395M | $398M | $398M | $399M | $392M | $388M | $380M | $375M | $361M | $336M | $337M | $316M | $283M | $275M | · | |
| Retained Earnings | $-28M | $-35M | $-27M | $-22M | $-17M | $-16M | $-10M | $-9M | $-14M | $-13M | $-19M | $-8M | $-3M | $2M | · | |
| Stockholders' Equity | $367M | $363M | $371M | $378M | $375M | $373M | $370M | $366M | $347M | $323M | $318M | $308M | $281M | $277M | · | |
| Liabilities + Equity | $982M | $1.00B | $1.04B | $1.03B | $1.03B | $1.01B | $981M | $957M | $947M | $935M | $912M | $902M | $901M | $889M | · | |
| Shares Outstanding | 28,672,911 | 28,947,254 | 28,947,254 | 28,947,254 | 28,416,148 | 28,137,203 | 27,481,118 | 27,039,364 | 25,980,998 | 24,125,642 | 24,125,642 | 22,557,904 | 20,248,383 | 19,545,935 | · |
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 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $-381.5K | $192.6K | $-312 | $65.4K | $78.8K | $-30.5K | $160.7K | |
| Operating Cash Flow | $33M | $23M | $9M | $-20M | $24M | $-37M | $-32M | $12M | $-13M | $4M | $-10M | $82.6K | $-32M | $-16M | $-14M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $12M | $24M | |
| Net Debt Issued | · | $-39M | · | · | · | $-16M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | · | $0 | $7M | $4M | $9M | $6M | $15M | · | · | $22M | $33M | $8M | $0 | $198.8K | |
| Net Stock Activity | · | · | · | · | · | $9M | · | · | · | · | · | · | $8M | · | · | |
| Dividends Paid | $10M | $10M | $12M | $11M | $11M | $11M | $11M | $10M | $10M | $6M | $9M | $8M | $5M | $7M | $7M | |
| Financing Cash Flow | $-32M | $-44M | $7M | $-11M | $5M | $28M | $13M | $-9M | $210.4K | $18M | $15M | $-3M | $2M | $2M | $16M | |
| Net Change in Cash | $2M | $-22M | $16M | $-31M | $29M | $-9M | $-19M | $3M | $-13M | $23M | $4M | $-3M | $-30M | $-14M | $2M | |
| Taxes Paid | $66.7K | $-1M | $-657 | $-7.8K | $90.9K | $2M | $275.2K | $3.1K | $74.8K | $1M | $1.5K | $1M | $303 | $117.2K | $2M |
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 | 1.6% | 0.16% | · | 0.67% | 1.0% | 0.51% | · | 1.7% | 0.92% | 1.4% | -0.53% | 0.41% | 1.1% | · | · | |
| ROE | 4.4% | 0.45% | · | 1.8% | 2.8% | 1.4% | · | 4.5% | 2.6% | 4.3% | -1.5% | 1.3% | 3.4% | · | · |
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 | $35M | $23M | · | $37M | $39M | $42M | · | $35M | $23M | $19M | $10M | $14M | $15M | $23M | · | |
| Market Cap | $241M | $267M | · | $378M | $396M | $394M | · | $370M | $357M | $316M | $328M | $317M | $285M | · | · | |
| P/E | 7.0 | 11.1 | · | 9.6 | 9.4 | 8.4 | · | 10.0 | 14.5 | 15.6 | 27.2 | 20.7 | 18.1 | 9.9 | · | |
| P/B | 0.7 | 0.7 | · | 1.0 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | · | · | |
| P / Tangible Book | 0.7 | 0.7 | · | 1.0 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | · | · | |
| P / Cash Flow | · | 11.7 | · | · | · | -10.7 | · | · | · | 70.8 | · | · | -8.9 | · | · | |
| Earnings Yield | 14.4% | 9.0% | · | 10.4% | 10.6% | 11.9% | · | 10.0% | 6.9% | 6.4% | 3.7% | 4.8% | 5.5% | 10.1% | · | |
| Payout Ratio | · | 629.2% | · | · | · | 220.3% | · | · | · | 48.9% | · | · | 110.9% | · | · |
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 | $27M | $46M | $18M | $14M | $34M |
| EPS Diluido | $0.95 | $1.79 | $0.80 | $0.74 | $1.72 |
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Propietarios institucionales (13F) 68 declarantes · $33.9M 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 |
|---|---|---|---|---|
| 11 (-6 vs trimestre anterior) | 9 (-6 vs trimestre anterior) | 22 (+4 vs trimestre anterior) | 17 (0 vs trimestre anterior) | -355K |
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 |
|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | $3 362 736 | 265 200 | 9,93% | Acciones |
| Corient Private Wealth LP | $2 397 559 | 284 746 | 7,08% | Acciones |
| LPL Financial LLC | $2 217 456 | 263 356 | 6,55% | Acciones |
| Muzinich & Co., Inc. | $2 147 325 | 255 026 | 6,34% | Acciones |
| Legal & General Group Plc | $2 009 114 | 238 329 | 5,93% | Acciones |
| Sunbelt Securities, Inc. | $1 871 382 | 203 190 | 5,53% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 844 781 | 219 095 | 5,45% | Acciones |
| Ethos Financial Group, LLC | $1 828 769 | 217 193 | 5,40% | Acciones |
| CONDOR CAPITAL MANAGEMENT | $1 784 934 | 211 987 | 5,27% | Acciones |
| Advisors Asset Management, Inc. | $1 636 931 | 118 963 | 4,83% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $1 314 791 | 156 151 | 3,88% | Acciones |
| Icon Wealth Advisors, LLC | $1 141 213 | 135 536 | 3,37% | Acciones |
| Samjo Management, LLC | $1 125 754 | 133 700 | 3,32% | Acciones |
| BlackRock, Inc. | $921 670 | 109 462 | 2,72% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $811 890 | 96 424 | 2,40% | Acciones |
| Inspire Advisors, LLC | $726 073 | 86 232 | 2,14% | Acciones |
| GABLES CAPITAL MANAGEMENT INC. | $564 578 | 67 052 | 1,67% | Acciones |
| Trexquant Investment LP | $535 925 | 63 649 | 1,58% | Acciones |
| Virtus Investment Advisers, LLC | $523 177 | 62 135 | 1,55% | Acciones |
| XTX Topco Ltd | $488 175 | 57 978 | 1,44% | Acciones |
| BANK OF AMERICA CORP /DE/ | $482 609 | 57 317 | 1,43% | Acciones |
| PFG Investments, LLC | $448 448 | 53 260 | 1,32% | Acciones |
| CITADEL ADVISORS LLC | $388 078 | 46 090 | 1,15% | Acciones |
| Campbell & CO Investment Adviser LLC | $294 321 | 34 955 | 0,87% | Acciones |
| Gallagher Capital Advisors, LLC | $286 280 | 34 000 | 0,85% | Acciones |
| MORGAN STANLEY | $247 472 | 29 391 | 0,73% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $242 597 | 28 812 | 0,72% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $193 660 | 23 000 | 0,57% | Opción de venta |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $164 451 | 19 531 | 0,49% | Acciones |
| Qube Research & Technologies Ltd | $163 887 | 19 464 | 0,48% | Acciones |
| ROYAL BANK OF CANADA | $150 000 | 17 817 | 0,44% | Acciones |
| OPPENHEIMER & CO INC | $129 070 | 15 329 | 0,38% | Acciones |
| SANDERS MORRIS HARRIS LLC | $117 440 | 13 948 | 0,35% | Acciones |
| Concurrent Investment Advisors, LLC | $117 114 | 13 909 | 0,35% | Acciones |
| U.S. Capital Wealth Advisors, LLC | $101 614 | 11 033 | 0,30% | Acciones |
| Arax Advisory Partners | $96 544 | 11 466 | 0,29% | Acciones |
| CITADEL ADVISORS LLC | $95 988 | 11 400 | 0,28% | Opción de compra |
| Mariner, LLC | $92 620 | 11 000 | 0,27% | Acciones |
| DOLIVER CAPITAL ADVISORS, INC. | $92 100 | 10 000 | 0,27% | Acciones |
| JANE STREET GROUP, LLC | $91 778 | 10 900 | 0,27% | Opción de compra |
| UBS Group AG | $85 354 | 10 137 | 0,25% | Acciones |
| Significant Wealth Partners LLC | $85 303 | 10 131 | 0,25% | Acciones |
| WELLS FARGO & COMPANY/MN | $81 506 | 9 680 | 0,24% | Acciones |
| CHILTON CAPITAL MANAGEMENT LLC | $77 616 | 9 218 | 0,23% | Acciones |
| OSAIC HOLDINGS, INC. | $45 193 | 5 367 | 0,13% | Acciones |
| PNC Financial Services Group, Inc. | $42 100 | 5 000 | 0,12% | Acciones |
| HIGHLINE WEALTH PARTNERS LLC | $29 790 | 3 538 | 0,09% | Acciones |
| Rockefeller Capital Management L.P. | $28 240 | 3 353 | 0,08% | Acciones |
| Integrated Wealth Concepts LLC | $25 632 | 3 044 | 0,08% | Acciones |
| ORG Partners LLC | $19 020 | 1 500 | 0,06% | Acciones |
| MARSHALL WACE, LLP | $18 893 | 2 244 | 0,06% | Acciones |
| Aquatic Capital Management LLC | $13 573 | 1 612 | 0,04% | Acciones |
| Tower Research Capital LLC (TRC) | $9 750 | 1 158 | 0,03% | Acciones |
| PRIVATE TRUST CO NA | $9 237 | 1 097 | 0,03% | Acciones |
| Crewe Advisors LLC | $8 673 | 1 030 | 0,03% | Acciones |
| NOMURA ASSET MANAGEMENT CO LTD | $7 418 | 881 | 0,02% | Acciones |
| Lindbrook Capital, LLC | $4 623 | 330 | 0,01% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $4 215 | 500 | 0,01% | Acciones |
| Key Financial Inc | $4 210 | 500 | 0,01% | Acciones |
| Aventura Private Wealth, LLC | $3 974 | 472 | 0,01% | Acciones |
| CWM, LLC | $3 684 | 400 | 0,01% | Acciones |
| VALLEY NATIONAL ADVISERS INC | $1 684 | 200 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $1 131 | 132 | 0,00% | Acciones |
| Janney Montgomery Scott LLC | $361 | 42 833 | 0,00% | Acciones |
| CANADA LIFE ASSURANCE Co | $292 | 34 747 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $84 | 10 | 0,00% | Acciones |
| State of Alaska, Department of Revenue | $9 | 1 166 | 0,00% | Acciones |
| DANSKE BANK A/S | $8 | 1 | 0,00% | Acciones |
Informantes de la empresa 8 insiders · 3 directivos · 7 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robert T. Ladd | President and CEO | 16 de marzo de 2026 P | 669 635 | 2 | 0 | $318 865 |
| Robert Ladd | President and CEO | 24 de agosto de 2015 P | 135 072 | 0 | 0 | $0 |
| Todd W. Huskinson | CFO and CCO | 13 de marzo de 2026 P | 54 297 | 1 | 0 | $50 046 |
| Tim J Arnoult | Consejero | 23 de junio de 2026 P | 51 569 | 3 | 0 | $96 523 |
| Bruce R Bilger | Consejero | 13 de marzo de 2026 P | 228 055 | 4 | 0 | $397 491 |
| Dean D'Angelo | Consejero | 16 de junio de 2022 P | 196 682 | 0 | 0 | $0 |
| Joshua T. Davis | Consejero | 19 de marzo de 2020 P | 321 584 | 0 | 0 | $0 |
| Paul Keglevic | Consejero | 19 de junio de 2015 P | 8 165 | 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.