TPVG TriplePoint Venture Growth BDC Corp. Common Stock
TPVG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
TPVG 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 |
|---|---|
| 16 de junio de 2026 | $0,2300 |
| 17 de marzo de 2026 | $0,2300 |
| 16 de diciembre de 2025 | $0,2500 |
| 16 de septiembre de 2025 | $0,2300 |
| 16 de junio de 2025 | $0,3000 |
| 17 de marzo de 2025 | $0,3000 |
| 13 de diciembre de 2024 | $0,3000 |
| 16 de septiembre de 2024 | $0,3000 |
| 14 de junio de 2024 | $0,4000 |
| 13 de marzo de 2024 | $0,4000 |
| 14 de diciembre de 2023 | $0,4000 |
| 14 de septiembre de 2023 | $0,4000 |
| 14 de junio de 2023 | $0,4000 |
| 14 de marzo de 2023 | $0,4000 |
| 21 de diciembre de 2022 | $0,1000 |
| 14 de diciembre de 2022 | $0,3700 |
| 14 de septiembre de 2022 | $0,3600 |
| 15 de junio de 2022 | $0,3600 |
| 14 de marzo de 2022 | $0,3600 |
| 29 de noviembre de 2021 | $0,3600 |
TPVG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 7 70,0%
- Venta 1 10,0%
- Venta fuerte 2 20,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-14Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.20 | $0.24 | -0.04% |
| 31 de marzo de 2026 | $0.23 | $0.24 | -0.01% |
| 31 de diciembre de 2025 | $0.25 | $0.27 | -0.02% |
| 30 de septiembre de 2025 | $0.26 | $0.30 | -0.04% |
| 30 de junio de 2025 | $0.28 | $0.30 | -0.02% |
| 31 de marzo de 2025 | $0.27 | $0.31 | -0.04% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| TPVG | $265M | 6.2 | 14.9% | 2346.5% | 14.0% | — |
| SAR | — | — | — | — | — | — |
| RWAY | — | — | — | — | — | — |
| SCM | $367M | 13.3 | — | — | 7.3% | — |
| PNNT | — | — | — | — | — | — |
| LIEN | $236M | 7.1 | — | — | 11.0% | — |
| SPMC | — | — | — | — | — | — |
| BANX | — | — | — | — | — | — |
| WHG | — | 21.8 | 3.2% | 7.2% | 5.7% | — |
| EARN | — | — | — | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| SG&A Expense | $6M | $6M | $7M | $4M | $4M | |
| Operating Expenses | · | · | · | $56M | $46M | |
| Interest Expense | · | · | $37M | $27M | $17M | |
| Interest Income | $70M | $91M | $122M | $110M | $75M | |
| Net Income | $49M | $32M | $-40M | $-20M | $77M | |
| EPS (Basic) | $1.05 | $1.40 | $2.07 | $1.94 | $1.33 | |
| EPS (Diluted) | $1.05 | $1.40 | $2.07 | $1.94 | $1.33 | |
| Shares (Basic) | 40,276,000 | 39,101,000 | 35,706,000 | 32,690,000 | 30,936,000 | |
| Shares (Diluted) | 40,276,000 | 39,101,000 | 35,706,000 | 32,690,000 | 30,936,000 |
Balance general 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $46M | $153M | $51M | $51M | |
| Total Assets | $840M | $763M | $979M | $1.01B | $928M | |
| Total Liabilities | $486M | $417M | $633M | $595M | $493M | |
| Long-term Debt | $464M | $395M | $605M | $563M | $465M | |
| Common Stock | $405.0K | $401.0K | $376.0K | $353.0K | · | |
| Paid-in Capital | $514M | $514M | $493M | $471M | · | |
| Retained Earnings | $-161M | $-168M | $-147M | $-51M | · | |
| Stockholders' Equity | $354M | $346M | $346M | $420M | $434M | |
| Liabilities + Equity | $840M | $763M | $979M | $1.01B | $928M | |
| Shares Outstanding | 40,491,000 | 40,137,000 | 37,620,000 | 35,348,000 | 31,011,000 |
Flujo de Efectivo 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | $-57M | $153M | $106M | $-101M | $-145M | |
| Stock Issued | $0 | $19M | $21M | $55M | $0 | |
| Net Stock Activity | $0 | $19M | $21M | $55M | · | |
| Financing Cash Flow | $26M | $-246M | $6M | $101M | $159M | |
| Net Change in Cash | $-31M | $-93M | $112M | $113.0K | $14M |
Rentabilidad 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Margin | 2346.5% | 1756.0% | -1697.4% | · | · | |
| ROA | 6.1% | 3.7% | -4.0% | · | · | |
| ROE | 14.0% | 9.0% | -11.1% | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | · |
Tasas de Crecimiento 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 14.9% | -22.2% | -12.8% | -25.1% | 197.3% | |
| Revenue CAGR 3Y | -8.0% | -20.2% | 24.8% | · | · | |
| Revenue CAGR 5Y | 11.7% | · | · | · | · | |
| EPS YoY | -25.0% | -32.4% | 6.7% | 45.9% | -15.3% | |
| EPS CAGR 3Y | -18.5% | 1.7% | 9.7% | · | · | |
| EPS CAGR 5Y | -7.7% | · | · | · | · | |
| Net Income YoY | 53.5% | · | · | · | · | |
| Net Income CAGR 3Y | · | -25.2% | · | · | · |
Valoración (TTM) 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $2M | $2M | $2M | $3M | $4M | |
| Net Income TTM | $49M | $32M | $-40M | $-20M | $77M | |
| Market Cap | $265M | $296M | $409M | $369M | · | |
| P/E | 6.2 | 5.3 | 5.2 | 5.4 | 13.5 | |
| P/S | 126.3 | 162.3 | 174.1 | 137.0 | · | |
| P/B | 0.7 | 0.9 | 1.2 | 0.9 | · | |
| P / Tangible Book | 0.7 | 0.9 | 1.2 | 0.9 | · | |
| P / Cash Flow | -4.6 | 1.9 | 3.8 | -3.7 | · | |
| Earnings Yield | 16.1% | 19.0% | 19.1% | 18.6% | 7.4% |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $1M | $1M | $2M | $2M | $1M | $1M | $2M | $2M | $1M | $2M | $2M | $1M | $921.0K | $1M | $1M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | $17M | $16M | $15M | $13M | $15M | |
| Interest Income | $19M | $19M | $17M | $17M | $17M | $18M | $22M | $22M | $23M | $25M | $31M | $32M | $30M | $29M | $27M | |
| Net Income | $11M | $6M | $8M | $15M | $13M | $13M | $-7M | $23M | $9M | $8M | $2M | $-21M | $8M | $432.0K | $-14M | |
| EPS (Basic) | $0.21 | $0.23 | $0.24 | $0.26 | $0.28 | $0.27 | $0.31 | $0.35 | $0.33 | $0.41 | $0.54 | $0.53 | $0.53 | $0.51 | $0.41 | |
| EPS (Diluted) | $0.21 | $0.23 | $0.24 | $0.26 | $0.28 | $0.27 | $0.31 | $0.35 | $0.33 | $0.41 | $0.54 | $0.53 | $0.53 | $0.51 | $0.41 | |
| Shares (Basic) | 40,600,000 | 40,492,000 | -80,421,000 | 40,325,000 | 40,234,000 | 40,138,000 | -77,231,000 | 39,954,000 | 38,729,000 | 37,649,000 | 35,609,000 | 35,398,000 | 35,349,000 | 33,373,000 | 31,037,000 | |
| Shares (Diluted) | 40,600,000 | 40,492,000 | -80,421,000 | 40,325,000 | 40,234,000 | 40,138,000 | -77,231,000 | 39,954,000 | 38,729,000 | 37,649,000 | 35,609,000 | 35,398,000 | 35,349,000 | 33,373,000 | 31,037,000 |
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 | $14M | $9M | $20M | $20M | $62M | $35M | $46M | $48M | $50M | $124.0K | $105M | $78M | $57M | $7M | · | |
| Total Assets | $809M | $807M | $840M | $836M | $788M | $735M | $763M | $778M | $771M | $783M | $998M | $1.04B | $1.05B | $984M | · | |
| Total Liabilities | $456M | $456M | $486M | $480M | $440M | $388M | $417M | $414M | $418M | $441M | $624M | $658M | $632M | $536M | · | |
| Long-term Debt | $440M | $442M | $464M | $466M | $420M | $375M | $395M | $399M | $401M | $430M | $600M | $629M | $608M | $508M | · | |
| Common Stock | $407.0K | $406.0K | $405.0K | $404.0K | $403.0K | $402.0K | $401.0K | $400.0K | $399.0K | $378.0K | · | · | · | · | · | |
| Paid-in Capital | $515M | $515M | $514M | $515M | $515M | $514M | $514M | $515M | $514M | $495M | · | · | · | · | · | |
| Retained Earnings | $-163M | $-164M | $-161M | $-161M | $-167M | $-168M | $-168M | $-151M | $-161M | $-154M | $-105M | · | · | · | · | |
| Stockholders' Equity | $353M | $351M | $354M | $355M | $349M | $347M | $346M | $364M | $353M | $341M | $374M | $379M | $414M | $448M | · | |
| Liabilities + Equity | $809M | $807M | $840M | $836M | $788M | $735M | $763M | $778M | $771M | $783M | $998M | $1.04B | $1.05B | $984M | · | |
| Shares Outstanding | 40,710,000 | 40,599,000 | 40,491,000 | 40,400,000 | 40,324,000 | 40,233,000 | 40,137,000 | 40,049,000 | 39,953,000 | 37,846,000 | 36,086,000 | 35,447,000 | 35,397,000 | 35,282,000 | · |
Flujo de Efectivo 5
| 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 | $17M | $-6M | $31M | $-70M | $-13M | $-5M | $47M | $12M | $76M | $18M | $71M | $25M | $-33M | $-84M | $-77M | |
| Stock Issued | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $18M | $1M | $6M | $0 | $0 | · | · | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $1M | · | · | · | · | · | |
| Financing Cash Flow | $-11M | $-32M | $-12M | $36M | $33M | $-32M | $-16M | $-14M | $-26M | $-189M | $-37M | $6M | $31M | $56M | $69M | |
| Net Change in Cash | $6M | $-38M | $19M | $-34M | $21M | $-37M | $30M | $-2M | $50M | $-171M | $33M | $32M | $-2M | $-28M | $-8M |
Rentabilidad 3
| 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 Margin | 106670.0% | 2566.7% | · | 3377.6% | 1782.7% | 2845.1% | · | 5440.9% | 1666.7% | 1765.3% | 214.8% | -3791.8% | · | · | · | |
| ROA | 1.3% | 0.80% | · | 1.9% | 1.7% | 1.7% | · | 2.5% | 0.95% | 0.87% | 0.22% | -4.0% | · | · | · | |
| ROE | 3.0% | 1.8% | · | 4.2% | 3.8% | 3.7% | · | 6.1% | 2.4% | 2.1% | 0.52% | -11.0% | · | · | · |
Eficiencia 1
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1M | $2M | · | $2M | $2M | $2M | · | $2M | $3M | $2M | $2M | $2M | $3M | $4M | · | |
| Net Income TTM | $45M | $47M | · | $64M | $57M | $52M | · | $41M | $-2M | $-3M | $-11M | $-27M | · | · | · | |
| Market Cap | $200M | $203M | · | $233M | $283M | $281M | · | $283M | $321M | $359M | $377M | $418M | $428M | $383M | · | |
| P/E | 5.0 | 4.8 | · | 5.0 | 5.7 | 5.1 | · | 4.3 | 4.4 | 4.7 | 4.8 | 5.5 | 6.0 | 6.1 | 8.0 | |
| P/S | 138.8 | 108.0 | · | 113.6 | 133.5 | 153.4 | · | 118.6 | 127.4 | 149.2 | 161.6 | 236.0 | 165.1 | 85.3 | · | |
| P/B | 0.6 | 0.6 | · | 0.7 | 0.8 | 0.8 | · | 0.8 | 0.9 | 1.1 | 1.0 | 1.1 | 1.0 | 0.9 | · | |
| P / Tangible Book | 0.6 | 0.6 | · | 0.7 | 0.8 | 0.8 | · | 0.8 | 0.9 | 1.1 | 1.0 | 1.1 | 1.0 | 0.9 | · | |
| P / Cash Flow | · | -31.6 | · | · | · | -57.2 | · | · | · | 19.7 | · | · | -13.0 | · | · | |
| Earnings Yield | 20.0% | 20.8% | · | 20.1% | 17.5% | 19.5% | · | 23.1% | 22.5% | 21.2% | 20.8% | 18.2% | 16.8% | 16.4% | 12.5% |
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 | $49M | $32M | $-40M | $-20M | $77M |
| EPS Diluido | $1.05 | $1.40 | $2.07 | $1.94 | $1.33 |
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Propietarios institucionales (13F) 73 declarantes · $15.5M 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 |
|---|---|---|---|---|
| 15 (-1 vs trimestre anterior) | 19 (+4 vs trimestre anterior) | 18 (-1 vs trimestre anterior) | 19 (0 vs trimestre anterior) | -685K |
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 | $3 140 456 | 480 192 | 20,29% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $3 034 385 | 618 001 | 19,61% | Acciones |
| Legal & General Group Plc | $1 596 989 | 325 584 | 10,32% | Acciones |
| BlackRock, Inc. | $749 570 | 152 662 | 4,84% | Acciones |
| BANK OF AMERICA CORP /DE/ | $619 981 | 126 269 | 4,01% | Acciones |
| MORGAN STANLEY | $601 500 | 122 505 | 3,89% | Acciones |
| Kovack Advisors, Inc. | $401 640 | 79 219 | 2,60% | Acciones |
| LPL Financial LLC | $322 113 | 65 604 | 2,08% | Acciones |
| Samalin Investment Counsel, LLC | $303 160 | 61 743 | 1,96% | Acciones |
| Cetera Investment Advisers | $285 160 | 58 077 | 1,84% | Acciones |
| Virtus Investment Advisers, LLC | $261 816 | 53 323 | 1,69% | Acciones |
| CITADEL ADVISORS LLC | $215 549 | 43 900 | 1,39% | Opción de compra |
| EAGLE GLOBAL ADVISORS LLC | $199 812 | 40 695 | 1,29% | Acciones |
| Arax Advisory Partners | $197 873 | 40 300 | 1,28% | Acciones |
| Prospera Financial Services Inc | $195 239 | 39 760 | 1,26% | Acciones |
| Ethos Financial Group, LLC | $194 368 | 40 360 | 1,26% | Acciones |
| U.S. Capital Wealth Advisors, LLC | $178 642 | 35 800 | 1,15% | Acciones |
| Closed-End Fund Advisors, Inc. | $165 978 | 33 804 | 1,07% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $164 485 | 33 500 | 1,06% | Opción de venta |
| Cresset Asset Management, LLC | $161 117 | 32 814 | 1,04% | Acciones |
| OSAIC HOLDINGS, INC. | $157 219 | 32 014 | 1,02% | Acciones |
| Meridian Wealth Management, LLC | $147 300 | 30 000 | 0,95% | Acciones |
| WOLVERINE TRADING, LLC | $122 688 | 21 300 | 0,79% | Opción de venta |
| MARSHALL WACE, LLP | $121 102 | 24 664 | 0,78% | Acciones |
| &PARTNERS | $117 150 | 23 860 | 0,76% | Acciones |
| NORDEN GROUP LLC | $112 856 | 22 985 | 0,73% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $107 356 | 21 865 | 0,69% | Acciones |
| IMC-Chicago, LLC | $105 226 | 21 431 | 0,68% | Acciones |
| UBS Group AG | $100 655 | 20 500 | 0,65% | Acciones |
| SMH CAPITAL ADVISORS INC | $95 716 | 19 494 | 0,62% | Acciones |
| Catalyst Capital Advisors LLC | $95 716 | 19 494 | 0,62% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $93 594 | 19 062 | 0,60% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $80 691 | 16 434 | 0,52% | Acciones |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $71 975 | 14 659 | 0,47% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $67 787 | 13 806 | 0,44% | Acciones |
| Attessa Capital LLC | $66 825 | 13 610 | 0,43% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $66 285 | 13 500 | 0,43% | Opción de compra |
| CITADEL ADVISORS LLC | $66 285 | 13 500 | 0,43% | Opción de venta |
| AMERIPRISE FINANCIAL INC | $65 098 | 13 258 | 0,42% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $63 701 | 12 974 | 0,41% | Acciones |
| ROYAL BANK OF CANADA | $63 000 | 12 873 | 0,41% | Acciones |
| Private Advisor Group, LLC | $60 176 | 12 256 | 0,39% | Acciones |
| Tradition Wealth Management, LLC | $55 682 | 11 341 | 0,36% | Acciones |
| AVENIR CORP | $54 010 | 11 000 | 0,35% | Acciones |
| HUB Investment Partners, LLC | $52 940 | 10 782 | 0,34% | Acciones |
| FARMERS & MERCHANTS INVESTMENTS INC | $50 539 | 10 293 | 0,33% | Acciones |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $36 428 | 7 185 | 0,24% | Acciones |
| CIBC Private Wealth Group LLC | $25 561 | 4 430 | 0,17% | Acciones |
| SUMMIT SECURITIES GROUP LLC | $24 550 | 5 000 | 0,16% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $15 262 | 3 108 | 0,10% | Acciones |
| SOA Wealth Advisors, LLC. | $14 730 | 3 000 | 0,10% | Acciones |
| Aventura Private Wealth, LLC | $12 255 | 2 496 | 0,08% | Acciones |
| GROUP ONE TRADING LLC | $12 064 | 2 457 | 0,08% | Acciones |
| Atlantic Union Bankshares Corp | $11 784 | 2 400 | 0,08% | Acciones |
| NewEdge Advisors, LLC | $9 820 | 2 000 | 0,06% | Acciones |
| WELLS FARGO & COMPANY/MN | $7 365 | 1 500 | 0,05% | Acciones |
| SIMPLEX TRADING, LLC | $6 952 | 1 416 | 0,04% | Acciones |
| Accordant Advisory Group Inc | $6 874 | 1 400 | 0,04% | Acciones |
| NOMURA ASSET MANAGEMENT CO LTD | $6 069 | 1 236 | 0,04% | Acciones |
| JPMORGAN CHASE & CO | $5 472 | 1 133 | 0,04% | Acciones |
| Elequin Capital, LP | $5 077 | 1 034 | 0,03% | Acciones |
| Rockefeller Capital Management L.P. | $4 910 | 1 000 | 0,03% | Acciones |
| Farther Finance Advisors, LLC | $4 561 | 929 | 0,03% | Acciones |
| Financial Network Wealth Advisors LLC | $4 159 | 847 | 0,03% | Acciones |
| CWM, LLC | $3 226 | 646 | 0,02% | Acciones |
| NFSG Corp | $1 964 | 400 | 0,01% | Acciones |
| HARBOUR INVESTMENTS, INC. | $1 506 | 307 | 0,01% | Acciones |
| Triumph Capital Management | $1 473 | 300 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $614 | 125 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $511 | 104 | 0,00% | Acciones |
| CANADA LIFE ASSURANCE Co | $240 | 49 091 | 0,00% | Acciones |
| CITIGROUP INC | $29 | 6 | 0,00% | Acciones |
| Russell Investments Group, Ltd. | $5 | 1 | 0,00% | Acciones |
Informantes de la empresa 11 insiders · 5 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| James Labe | Chief Executive Officer | 12 de agosto de 2025 P | 105 087 | 2 | 0 | $661 480 |
| Christopher M. Mathieu | Chief Financial Officer | 9 de septiembre de 2022 P | 35 500 | 0 | 0 | $0 |
| Andrew Olson | Chief Financial Officer | 25 de octubre de 2017 P | 7 386 | 0 | 0 | $0 |
| Harold F Zagunis | Chief Financial Officer | 5 de noviembre de 2014 P | 22 495 | 0 | 0 | $0 |
| Sajal Srivastava | President and CIO | 12 de agosto de 2025 P | 105 087 | 0 | 0 | $0 |
| Katherine J Park | Consejero | 9 de noviembre de 2023 P | 2 500 | 0 | 0 | $0 |
| Kimberley H Vogel | Consejero | 19 de diciembre de 2022 P | 2 764 | 0 | 0 | $0 |
| Cynthia M. Fornelli | Consejero | 19 de diciembre de 2022 P | 6 733 | 0 | 0 | $0 |
| Stephen Cassani | Consejero | 28 de mayo de 2020 P | 4 597 | 0 | 0 | $0 |
| Gilbert Ahye | Consejero | 24 de marzo de 2020 P | 3 000 | 0 | 0 | $0 |
| Steven Bird | Consejero | 22 de marzo de 2018 P | 50 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 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.