SUNC SunocoCorp LLC Common Units, representing limited liability company interests
SUNC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SUNC Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 7 de agosto de 2026 | $1,0020 |
| 8 de mayo de 2026 | $0,9900 |
| 6 de febrero de 2026 | $0,9320 |
SUNC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 44,4%
- Compra 4 44,4%
- Mantener 1 11,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-13Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de marzo de 2026 | $-3.84 | $1.93 | -5.8% |
| 31 de diciembre de 2025 | $2.19 | $1.35 | 0.84% |
| 31 de marzo de 2018 | $0.28 | $0.28 | 0.00% |
| 31 de diciembre de 2017 | $0.17 | $0.23 | -0.06% |
| 30 de septiembre de 2017 | $0.26 | $0.28 | -0.02% |
| 30 de junio de 2017 | $0.52 | $0.36 | 0.16% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SUNC | — | -492.8 | 11.1% | -0.02% | — | — |
| SUN | — | — | 11.1% | 2.1% | — | — |
| PBF | — | -19.5 | -11.4% | -0.54% | -2.9% | — |
| CLMT | $1.72B | -50.9 | -1.2% | -0.82% | 3.9% | 5.9% |
| DK | $2.29B | -78.1 | -9.5% | -0.21% | -5.4% | — |
| PARR | — | 4.9 | -6.4% | 5.0% | 27.8% | — |
| CVI | $2.56B | 94.2 | -5.9% | 0.38% | 3.8% | — |
| WKC | $1.27B | -2.1 | -12.4% | -1.7% | -37.8% | 2.6% |
| CLMT | $1.72B | -50.9 | -1.2% | -0.82% | 3.9% | 5.9% |
| REX | $1.11B | 13.5 | 1.2% | 14.6% | 16.2% | 14.4% |
| GPRE | $684M | -5.4 | -14.9% | -5.8% | -14.9% | 6.6% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue | $25.20B | $22.69B | |
| Cost of Revenue | $22.41B | $20.59B | |
| SG&A Expense | $296M | $277M | |
| Operating Expenses | $24.27B | $21.90B | |
| Operating Income | $935M | $791M | |
| Interest Expense | $541M | $391M | |
| Other Non-op | $83M | $5M | |
| Income Tax | $58M | $175M | |
| Net Income | $-5M | $0 | |
| EPS (Basic) | $-0.10 | · | |
| EPS (Diluted) | $-0.10 | · | |
| Shares (Basic) | 51,517,198 | · | |
| Shares (Diluted) | 51,517,198 | · | |
| EBITDA | $1.62B | · |
Balance general 21
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $891M | $94M | |
| Receivables | $1.97B | $1.16B | |
| Inventory | $2.38B | $1.07B | |
| Other Current Assets | $270M | $141M | |
| Current Assets | $5.52B | $2.46B | |
| PP&E (Net) | $13.41B | $7.67B | |
| PP&E (Gross) | $15.26B | $8.91B | |
| Accum. Depreciation | $1.85B | $1.24B | |
| Goodwill | $3.03B | $1.48B | |
| Intangibles | $2.41B | $547M | |
| Other Non-current Assets | $928M | $400M | |
| Total Assets | $28.36B | $14.38B | |
| Accrued Liabilities | $953M | $457M | |
| Current Liabilities | $4.00B | $1.95B | |
| Capital Leases | $1.25B | $479M | |
| Deferred Tax | $1.14B | $157M | |
| Other Non-current Liabilities | $512M | $158M | |
| Total Liabilities | $20.35B | $10.31B | |
| Long-term Debt | $13.37B | $7.48B | |
| AOCI | $-6M | $0 | |
| Liabilities + Equity | $28.36B | $14.38B |
Flujo de Efectivo 9
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| D&A | $688M | $368M | |
| Stock-based Comp | $19M | $17M | |
| Deferred Tax | $34M | $-14M | |
| Amort. of Intangibles | $45M | $37M | |
| Other Non-cash | $75M | · | |
| Operating Cash Flow | $1.19B | $549M | |
| Investing Cash Flow | $-2.81B | $477M | |
| Financing Cash Flow | $2.41B | $-961M | |
| Net Change in Cash | $797M | $65M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Operating Margin | 3.7% | · | |
| Net Margin | -0.02% | · | |
| EBITDA Margin | 6.4% | · | |
| ROA | -0.02% | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Current Ratio | 1.4 | · | |
| Quick Ratio | 0.7 | · | |
| Interest Coverage | 1.7 | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 1.2 | · | |
| Inventory Turnover | 13.0 | · | |
| Receivables Turnover | 16.1 | · |
Tasas de Crecimiento 1
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 11.1% | -1.6% |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $25.20B | · | |
| Net Income TTM | $-5M | · | |
| P/E | -492.8 | · | |
| Earnings Yield | -0.20% | · |
Estado de resultados 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Revenue | $14.26B | $10.69B | · | $5.39B | $5.18B | |
| Cost of Revenue | $12.79B | $9.00B | · | $4.82B | $4.53B | |
| SG&A Expense | $159M | $155M | · | $50M | $39M | |
| Operating Expenses | $13.68B | $9.82B | · | $5.19B | $4.88B | |
| Operating Income | $583M | $866M | · | $203M | $296M | |
| Interest Expense | $204M | $201M | · | $123M | $121M | |
| Other Non-op | $-64M | $-27M | · | $-1M | $0 | |
| Income Tax | $89M | $74M | · | $7M | $-2M | |
| Net Income | $39M | $110M | · | $0 | $0 | |
| EPS (Basic) | $0.76 | $2.14 | · | · | · | |
| EPS (Diluted) | $0.76 | $2.13 | · | · | · | |
| Shares (Basic) | 51,517,198 | 51,517,198 | · | · | · | |
| Shares (Diluted) | 51,571,018 | 51,540,822 | · | · | · | |
| EBITDA | $865M | $1.15B | · | · | · |
Balance general 22
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | $891M | · | · | |
| Receivables | $3.28B | $3.44B | $1.97B | · | · | |
| Inventory | $2.39B | $2.35B | $2.38B | · | · | |
| Other Current Assets | $269M | $342M | $270M | · | · | |
| Current Assets | $6.78B | $6.85B | $5.52B | · | · | |
| PP&E (Net) | $13.67B | $13.82B | $13.41B | · | · | |
| PP&E (Gross) | $16.00B | $15.98B | $15.26B | · | · | |
| Accum. Depreciation | $2.33B | $2.16B | $1.85B | · | · | |
| Goodwill | $3.06B | $3.06B | $3.03B | · | · | |
| Intangibles | $2.34B | $2.37B | $2.41B | · | · | |
| Other Non-current Assets | $963M | $1.03B | $928M | · | · | |
| Total Assets | $29.93B | $30.26B | $28.36B | · | · | |
| Accrued Liabilities | $1.06B | $923M | $953M | · | · | |
| Current Liabilities | $5.26B | $4.91B | $4.00B | · | · | |
| Capital Leases | $1.34B | $1.31B | $1.25B | · | · | |
| Deferred Tax | $1.10B | $1.20B | $1.14B | · | · | |
| Other Non-current Liabilities | $528M | $536M | $512M | · | · | |
| Total Liabilities | $21.62B | $21.95B | $20.35B | · | · | |
| Long-term Debt | · | · | $13.37B | · | · | |
| Total Debt | $6M | $12M | · | · | · | |
| AOCI | $-45M | $-16M | $-6M | · | · | |
| Liabilities + Equity | $29.93B | $30.26B | $28.36B | · | · |
Flujo de Efectivo 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| D&A | $282M | $286M | · | $154M | $156M | |
| Stock-based Comp | $7M | $6M | · | $5M | $4M | |
| Deferred Tax | $3M | $56M | · | $1M | $-7M | |
| Other Non-cash | · | $-57M | · | · | · | |
| Operating Cash Flow | $1.10B | $454M | · | $243M | $156M | |
| Investing Cash Flow | $-268M | $-430M | · | $-249M | $-101M | |
| Debt Issued | $0 | $1.20B | · | $0 | $1.00B | |
| Net Debt Issued | · | $-11M | · | · | · | |
| Financing Cash Flow | $-778M | $-197M | · | $-50M | $23M | |
| Net Change in Cash | $55M | $-173M | · | $-56M | $78M |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Operating Margin | 4.1% | 8.1% | · | · | · | |
| Net Margin | 0.27% | 1.0% | · | · | · | |
| EBITDA Margin | 6.1% | 10.8% | · | · | · | |
| ROA | 0.26% | 0.73% | · | · | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | · | · | · | |
| Quick Ratio | 0.6 | 0.7 | · | · | · | |
| Interest Coverage | 2.9 | 4.3 | · | · | · |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 0.7 | · | · | · | |
| Inventory Turnover | 10.7 | 7.7 | · | · | · | |
| Receivables Turnover | 8.7 | 6.2 | · | · | · |
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 | |
|---|---|---|---|
| Ingresos | $25.20B | $22.69B | $23.07B |
| Margen Operativo % | 3.7% | — | — |
| Beneficio neto | $-5M | $0 | $0 |
| EPS Diluido | $-0.10 | — | — |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Ratio corriente | 1.4 | — | — |
| Ratio Rápido | 0.7 | — | — |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
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Propietarios institucionales (13F) 174 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 43 (-18 vs trimestre anterior) | 23 (-1 vs trimestre anterior) | 57 (+20 vs trimestre anterior) | 45 (+11 vs trimestre anterior) | +7.3M |
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 |
|---|---|---|---|---|
| FMR LLC | $275 180 393 | 4 066 505 | 13,36% | Acciones |
| Blackstone Inc. | $203 568 887 | 3 008 259 | 9,89% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $125 508 767 | 1 854 718 | 6,09% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $98 524 138 | 1 455 652 | 4,78% | Acciones |
| NORGES BANK | $95 803 870 | 1 415 751 | 4,65% | Acciones |
| Invesco Ltd. | $93 319 772 | 1 379 042 | 4,53% | Acciones |
| BCV Asset Management Inc. | $86 504 294 | 1 261 725 | 4,20% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $77 266 350 | 1 141 811 | 3,75% | Acciones |
| Assenagon Asset Management S.A. | $71 501 814 | 1 056 625 | 3,47% | Acciones |
| GOLDMAN SACHS GROUP INC | $70 528 448 | 1 042 241 | 3,42% | Acciones |
| Qube Research & Technologies Ltd | $65 159 984 | 962 908 | 3,16% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $57 972 280 | 856 691 | 2,82% | Acciones |
| Clearbridge Investments, LLC | $51 657 789 | 763 378 | 2,51% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $48 790 070 | 721 000 | 2,37% | Acciones |
| JANUS HENDERSON GROUP PLC | $34 822 632 | 565 031 | 1,69% | Acciones |
| Merewether Investment Management, LP | $30 864 287 | 456 100 | 1,50% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $29 318 231 | 433 253 | 1,42% | Acciones |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $27 474 020 | 406 000 | 1,33% | Acciones |
| TIG Advisors, LLC | $27 107 587 | 400 585 | 1,32% | Acciones |
| Voleon Capital Management LP | $25 202 135 | 372 427 | 1,22% | Acciones |
| Energy Income Partners, LLC | $25 051 637 | 370 203 | 1,22% | Acciones |
| Northwest & Ethical Investments L.P. | $20 920 834 | 309 107 | 1,02% | Acciones |
| JPMORGAN CHASE & CO | $19 632 845 | 286 946 | 0,95% | Acciones |
| PICTON MAHONEY ASSET MANAGEMENT | $19 226 135 | 284 116 | 0,93% | Acciones |
| Allspring Global Investments Holdings, LLC | $18 841 020 | 278 425 | 0,91% | Acciones |
| Nearwater Capital Markets, Ltd | $18 609 250 | 275 000 | 0,90% | Acciones |
| D. E. Shaw & Co., Inc. | $18 518 843 | 273 664 | 0,90% | Acciones |
| MILLER HOWARD INVESTMENTS INC /NY | $16 452 172 | 243 124 | 0,80% | Acciones |
| Point72 Asset Management, L.P. | $15 660 056 | 231 418 | 0,76% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $14 736 225 | 217 766 | 0,72% | Acciones |
| Holocene Advisors, LP | $13 984 073 | 206 651 | 0,68% | Acciones |
| Cardinal Point Capital Management ULC | $13 657 836 | 201 830 | 0,66% | Acciones |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $11 822 355 | 174 706 | 0,57% | Acciones |
| Hudson Bay Capital Management LP | $10 358 924 | 153 080 | 0,50% | Acciones |
| STATE STREET CORP | $10 302 284 | 152 243 | 0,50% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $10 189 681 | 150 579 | 0,49% | Acciones |
| BANK OF AMERICA CORP /DE/ | $9 704 081 | 143 403 | 0,47% | Acciones |
| ALPINE ASSOCIATES MANAGEMENT INC. | $8 629 482 | 127 523 | 0,42% | Acciones |
| CITADEL ADVISORS LLC | $8 540 495 | 126 208 | 0,41% | Acciones |
| JANE STREET GROUP, LLC | $8 507 134 | 125 715 | 0,41% | Acciones |
| K2 PRINCIPAL FUND, L.P. | $8 311 297 | 122 821 | 0,40% | Acciones |
| CIBC WORLD MARKET INC. | $7 262 006 | 107 315 | 0,35% | Acciones |
| CI INVESTMENTS INC. | $7 117 666 | 105 182 | 0,35% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $7 029 898 | 103 885 | 0,34% | Acciones |
| Aventail Capital Group, LP | $6 478 996 | 95 744 | 0,31% | Acciones |
| EAGLE GLOBAL ADVISORS LLC | $6 415 116 | 94 800 | 0,31% | Acciones |
| ROYAL BANK OF CANADA | $6 310 000 | 93 242 | 0,31% | Acciones |
| Waverly Advisors, LLC | $6 216 978 | 91 872 | 0,30% | Acciones |
| Walleye Capital LLC | $6 094 969 | 90 069 | 0,30% | Acciones |
| Swiss National Bank | $5 243 816 | 77 491 | 0,25% | Acciones |
| Lighthouse Investment Partners, LLC | $4 484 897 | 66 276 | 0,22% | Acciones |
| Trexquant Investment LP | $3 726 181 | 55 064 | 0,18% | Acciones |
| WEXFORD CAPITAL LP | $3 578 457 | 52 881 | 0,17% | Acciones |
| SummitTX Capital, L.P. | $3 310 619 | 48 923 | 0,16% | Acciones |
| ALGERT GLOBAL LLC | $3 229 889 | 47 730 | 0,16% | Acciones |
| Engineers Gate Manager LP | $3 120 399 | 46 112 | 0,15% | Acciones |
| Quantbot Technologies LP | $3 087 647 | 45 628 | 0,15% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 949 891 | 47 849 | 0,14% | Acciones |
| Verition Fund Management LLC | $2 926 118 | 43 241 | 0,14% | Acciones |
| BTG Pactual Asset Management US LLC | $2 905 750 | 42 940 | 0,14% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $2 523 617 | 37 293 | 0,12% | Acciones |
| J. Goldman & Co LP | $2 420 488 | 35 769 | 0,12% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $2 364 322 | 34 939 | 0,11% | Acciones |
| BlackRock, Inc. | $2 348 826 | 34 710 | 0,11% | Acciones |
| XTX Topco Ltd | $2 134 109 | 31 537 | 0,10% | Acciones |
| CAXTON ASSOCIATES LLP | $2 032 807 | 30 040 | 0,10% | Acciones |
| Skandinaviska Enskilda Banken AB (publ) | $1 993 423 | 29 458 | 0,10% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 969 197 | 29 100 | 0,10% | Acciones |
| TRUIST FINANCIAL CORP | $1 962 448 | 29 000 | 0,10% | Acciones |
| CREDIT AGRICOLE S A | $1 919 798 | 28 370 | 0,09% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 766 525 | 26 105 | 0,09% | Acciones |
| Recurrent Investment Advisors LLC | $1 764 834 | 26 080 | 0,09% | Acciones |
| BANK OF MONTREAL /CAN/ | $1 682 885 | 24 869 | 0,08% | Acciones |
| SCOTIA CAPITAL INC. | $1 640 563 | 24 218 | 0,08% | Acciones |
| NATIONAL BANK OF CANADA /FI/ | $1 637 012 | 24 209 | 0,08% | Acciones |
| SUSQUEHANNA ADVISORS GROUP, INC. | $1 628 885 | 24 071 | 0,08% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 569 741 | 23 197 | 0,08% | Acciones |
| TD Waterhouse Canada Inc. | $1 441 965 | 21 217 | 0,07% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 361 926 | 20 126 | 0,07% | Acciones |
| PDT Partners, LLC | $1 319 565 | 19 500 | 0,06% | Acciones |
| Man Group plc | $1 315 775 | 19 444 | 0,06% | Acciones |
| Allianz Asset Management GmbH | $1 311 309 | 19 378 | 0,06% | Acciones |
| LPL Financial LLC | $1 237 686 | 18 290 | 0,06% | Acciones |
| EVERETT HARRIS & CO /CA/ | $1 218 060 | 18 000 | 0,06% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1 204 729 | 17 803 | 0,06% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1 072 028 | 15 842 | 0,05% | Acciones |
| GLENMEDE TRUST CO NA | $1 004 561 | 14 845 | 0,05% | Acciones |
| Entropy Technologies, LP | $967 004 | 14 290 | 0,05% | Acciones |
| Nuveen, LLC | $961 794 | 14 213 | 0,05% | Acciones |
| Legal & General Group Plc | $839 446 | 12 405 | 0,04% | Acciones |
| NAPLES GLOBAL ADVISORS, LLC | $815 424 | 12 050 | 0,04% | Acciones |
| Sanctuary Advisors, LLC | $800 265 | 11 826 | 0,04% | Acciones |
| Perbak Capital Partners LLP | $772 598 | 12 532 | 0,04% | Acciones |
| Aviso Financial Inc. | $763 114 | 11 277 | 0,04% | Acciones |
| Federation des caisses Desjardins du Quebec | $749 039 | 11 069 | 0,04% | Acciones |
| Cypress Capital Group | $725 896 | 10 727 | 0,04% | Acciones |
| ARIZONA STATE RETIREMENT SYSTEM | $721 430 | 10 661 | 0,04% | Acciones |
| BARCLAYS PLC | $708 911 | 10 476 | 0,03% | Acciones |
| Cresset Asset Management, LLC | $704 719 | 10 414 | 0,03% | Acciones |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $702 685 | 10 384 | 0,03% | Acciones |
Informantes de la empresa 3 insiders · 1 directivos · 3 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Joseph Kim | President & CEO | 10 de noviembre de 2025 P | 6 000 | 1 | 0 | $293 820 |
| Richard D Brannon | Consejero | 6 de marzo de 2026 A | 4 936 | 0 | 0 | $0 |
| Michael Jennings | Consejero | 6 de marzo de 2026 A | 13 526 | 5 | 0 | $201 037 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 23 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 |
|---|---|---|---|---|
| NBET · Neuberger Berman ETF Trust | 3,18% | 21 388 NS | 30 de abril de 2026 | N-PORT |
| EIPI · First Trust Exchange-Traded Fund VI… | 1,35% | 216 764 NS | 31 de mayo de 2026 | N-PORT |
| SMMV · iShares Trust | 0,42% | 16 896 SH | 8 de agosto de 2026 | Diario |
| EMLP · First Trust Exchange-Traded Fund IV | 0,25% | 151 121 NS | 30 de abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,22% | 42 993 NS | 30 de abril de 2026 | N-PORT |
| JIII · Janus Detroit Street Trust | 0,21% | 5 229 NS | 30 de abril de 2026 | N-PORT |
| FENY · FIDELITY COVINGTON TRUST | 0,15% | 44 199 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,11% | 44 848 SH | 8 de agosto de 2026 | Diario |
| DFIS · Dimensional ETF Trust | 0,06% | 50 138 NS | 30 de abril de 2026 | N-PORT |
| AVDS · AMERICAN CENTURY ETF TRUST | 0,04% | 1 973 NS | 31 de mayo de 2026 | N-PORT |
| DXIV · Dimensional ETF Trust | 0,03% | 730 NS | 30 de abril de 2026 | N-PORT |
| DFSI · Dimensional ETF Trust | 0,03% | 4 819 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 2 444 SH | 8 de agosto de 2026 | Diario |
| DFIC · Dimensional ETF Trust | 0,02% | 40 312 NS | 30 de abril de 2026 | N-PORT |
| DFAX · Dimensional ETF Trust | 0,01% | 24 942 NS | 30 de abril de 2026 | N-PORT |
| DFAI · Dimensional ETF Trust | 0,01% | 24 294 NS | 30 de abril de 2026 | N-PORT |
| AVDE · AMERICAN CENTURY ETF TRUST | 0,01% | 15 678 NS | 31 de mayo de 2026 | N-PORT |
| DIHP · Dimensional ETF Trust | 0,01% | 4 662 NS | 30 de abril de 2026 | N-PORT |
| IXUS · iShares Trust | 0,00% | 23 048 SH | 8 de agosto de 2026 | Diario |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,00% | 264 NS | 31 de mayo de 2026 | N-PORT |
| IDEV · iShares Trust | 0,00% | 4 008 SH | 8 de agosto de 2026 | Diario |
| AVIV · AMERICAN CENTURY ETF TRUST | 0,00% | 85 NS | 31 de mayo de 2026 | N-PORT |
| VDE · VANGUARD WORLD FUND | 0,00% | 5 932 SH | 8 de agosto de 2026 | Diario |