XZO Exzeo Group, Inc. Common Stock
$15,37
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 7, 2026
Rango 52S
$12–$25
25% of range
Calificación del Analista
BUY
7 analysts
Precio Objetivo
$26
+69% upside
P/E (TTM)
15.5
ROE
61.4%
Margen de Beneficio Neto
38.1%
XZO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$15.37
Capitalización Bursátil
$1.40B
P/E (TTM)
15.5
BPA (TTM)
$0.99
Ingresos (TTM)
$217M
Rendimiento div.
—
ROE
61.4%
Deuda/Capital
—
Rango 52S
$12 – $25
XZO 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
$217M
2023-12-31
→
2025-12-31
BPA
$0.99
2023-12-31
→
2025-12-31
Flujo de caja libre
$97M
2025-12-31
→
2025-12-31
Márgenes
38.1%
2025-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
XZO
Mediana de Pares
P/E (TTM)
15.5
13.8
P/S (TTM) (P/V (TTM))
6.4
1.1
P/B (P/C)
5.5
1.9
Price / FCF (Precio / FCF)
14.3
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
XZO
Mediana de Pares
Gross Margin (Margen Bruto)
60.4%
38.3%
Operating Margin (Margen Operativo)
48.9%
—
Net Profit Margin (Margen de Beneficio Neto)
38.1%
11.5%
ROA
37.9%
3.6%
ROE
61.4%
15.0%
ROIC
31.3%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
XZO
Mediana de Pares
Current Ratio (Ratio corriente)
3.9
0.3
Quick Ratio (Ratio Rápido)
3.7
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
XZO
Mediana de Pares
Revenue YoY (Ingresos interanuales)
62.0%
—
EPS YoY (EPS interanual)
125.0%
—
Net Income YoY (Beneficio Neto interanual)
82.6%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
XZO
Mediana de Pares
XZO Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
7 analistas
- Compra fuerte 2 28,6%
- Compra 4 57,1%
- Mantener 1 14,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
2 analistas · 2026-08-15
Mediana
$26.00
← Por Debajo de Todos los Objetivos
$15.37
Mín
$25.00
Máx
$27.00
Objetivo mediano
$26.00
+69,2%
Objetivo medio
$26.00
+69,2%
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 | $0.24 | 0.02% |
| 31 de marzo de 2026 | $0.22 | $0.21 | 0.01% |
| 31 de diciembre de 2025 | $0.25 | $0.18 | 0.07% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| XZO | $2.20B | 24.5 | 62.0% | 38.1% | 61.4% | 60.4% |
| SLDE | $2.42B | 5.8 | 36.5% | 38.4% | 57.4% | — |
| HCI | $2.49B | 8.4 | 20.1% | 33.2% | 40.0% | — |
| STC | $2.12B | 17.3 | 17.3% | 4.0% | 7.6% | — |
| KMPR | — | — | — | — | — | — |
| SAFT | — | 11.6 | 12.8% | 7.8% | 11.2% | — |
| UFCS | $928M | 8.1 | 10.6% | 8.5% | 13.7% | — |
| TRUP | $1.62B | 83.0 | 11.9% | — | — | — |
| UVE | $947M | 5.3 | 5.5% | 11.4% | 36.3% | — |
| ASIC | $1.01B | 13.3 | 23.4% | 17.4% | 14.6% | — |
| BOW | $936M | 17.9 | 29.6% | 9.8% | 13.1% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue | $217M | $134M | |
| Cost of Revenue | $86M | $81M | |
| Gross Profit | $131M | $53M | |
| R&D Expense | $9M | $7M | |
| SG&A Expense | $16M | $8M | |
| Operating Expenses | $25M | $15M | |
| Operating Income | $106M | $38M | |
| Pretax Income | $110M | $35M | |
| Income Tax | $28M | $9M | |
| Net Income | $83M | $45M | |
| EPS (Basic) | $0.99 | $0.44 | |
| EPS (Diluted) | $0.99 | $0.44 | |
| Shares (Basic) | 80,171,000 | 77,494,000 | |
| Shares (Diluted) | 80,171,000 | 77,494,000 | |
| EBITDA | $108M | · |
Balance general 23
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $305M | $55M | |
| Receivables | $3M | $0 | |
| Prepaid Expense | $1M | $609.0K | |
| Other Current Assets | $43.0K | $42.0K | |
| Current Assets | $326M | $67M | |
| PP&E (Net) | $11M | $11M | |
| PP&E (Gross) | $25M | $22M | |
| Accum. Depreciation | $14M | $11M | |
| Other Non-current Assets | $274.0K | · | |
| Total Assets | $348M | $89M | |
| Accounts Payable | $3M | $2M | |
| Current Liabilities | $84M | $56M | |
| Capital Leases | $5M | $6M | |
| Deferred Tax | $0 | $2M | |
| Other Non-current Liabilities | $790.0K | · | |
| Total Liabilities | $94M | $74M | |
| Common Stock | $91.0K | $83.0K | |
| Paid-in Capital | $229M | $73M | |
| Retained Earnings | $25M | $-57M | |
| AOCI | $0 | $0 | |
| Stockholders' Equity | $254M | $16M | |
| Liabilities + Equity | $348M | $89M | |
| Shares Outstanding | 90,926,720 | 82,810,089 |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| D&A | $2M | $2M | |
| Stock-based Comp | $3M | $3M | |
| Deferred Tax | $-5M | $2M | |
| Other Non-cash | $18M | · | |
| Operating Cash Flow | $100M | $49M | |
| CapEx | $3M | $3M | |
| Net Debt Issued | $0 | · | |
| Stock Repurchased | $1M | $481.0K | |
| Net Stock Activity | $-1M | · | |
| Financing Cash Flow | $154M | $-6M | |
| Net Change in Cash | $251M | $-7M | |
| Taxes Paid | $32M | $14M | |
| Free Cash Flow | $97M | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Gross Margin | 60.4% | · | |
| Operating Margin | 48.9% | · | |
| Net Margin | 38.1% | · | |
| Pretax Margin | 50.8% | · | |
| EBITDA Margin | 50.0% | · | |
| ROA | 37.9% | · | |
| ROE | 61.4% | · | |
| ROIC | 31.3% | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Current Ratio | 3.9 | · | |
| Quick Ratio | 3.7 | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 1.0 | · | |
| Receivables Turnover | 149.3 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 62.0% | 51.6% | |
| EPS YoY | 125.0% | 193.3% | |
| Net Income YoY | 82.6% | 111.2% |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $217M | · | |
| Net Income TTM | $83M | · | |
| Market Cap | $2.20B | · | |
| P/E | 24.5 | · | |
| P/S | 10.2 | · | |
| P/B | 8.7 | · | |
| P / Tangible Book | 8.7 | · | |
| P / Cash Flow | 22.0 | · | |
| P / FCF | 22.6 | · | |
| Earnings Yield | 4.1% | · |
Estado de resultados 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $58M | $56M | $53M | $55M | $56M | $52M | $45M | |
| Cost of Revenue | $21M | $23M | $18M | $21M | $23M | $24M | $26M | |
| Gross Profit | $37M | $33M | $35M | $34M | $34M | $29M | $19M | |
| R&D Expense | $2M | $2M | $2M | $2M | $2M | $2M | $1M | |
| SG&A Expense | $6M | $5M | $6M | $4M | $3M | $3M | $2M | |
| Operating Expenses | $8M | $8M | $8M | $7M | $5M | $5M | $3M | |
| Operating Income | $28M | $25M | $27M | $27M | $28M | $24M | $16M | |
| Pretax Income | $31M | $28M | $29M | $28M | $29M | $24M | $16M | |
| Income Tax | $8M | $7M | $7M | $7M | $7M | $6M | $4M | |
| Net Income | $23M | $20M | $22M | $21M | $22M | $18M | $12M | |
| EPS (Basic) | $0.26 | $0.22 | $0.26 | $0.25 | $0.26 | $0.22 | $0.15 | |
| EPS (Diluted) | $0.26 | $0.22 | $0.26 | $0.25 | $0.26 | $0.22 | $0.15 | |
| Shares (Basic) | 88,228,000 | 88,385 | 1,440,000 | 78,741,000 | 78,741,000 | 78,709 | 402,000 | |
| Shares (Diluted) | 88,228,000 | 88,385 | 1,440,000 | 78,741,000 | 78,741,000 | 78,709 | 402,000 | |
| EBITDA | $29M | · | · | $28M | · | · | · |
Balance general 23
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $137M | $231M | $305M | $141M | · | · | $55M | |
| Receivables | $2M | $3M | $3M | · | · | · | $0 | |
| Prepaid Expense | $2M | $1M | $1M | $1M | · | · | $609.0K | |
| Other Current Assets | $4M | $541.0K | $43.0K | $2M | · | · | $42.0K | |
| Current Assets | $170M | $261M | $326M | $163M | · | · | $67M | |
| PP&E (Net) | $10M | $10M | $11M | $11M | · | · | $11M | |
| PP&E (Gross) | · | · | $25M | · | · | · | $22M | |
| Accum. Depreciation | · | · | $14M | · | · | · | $11M | |
| Other Non-current Assets | $341.0K | · | · | · | · | · | · | |
| Total Assets | $386M | $380M | $348M | $182M | · | · | $89M | |
| Accounts Payable | $8M | $6M | $3M | $12M | · | · | $2M | |
| Current Liabilities | $92M | $99M | $84M | $94M | · | · | $56M | |
| Capital Leases | $4M | $4M | $5M | $5M | · | · | $6M | |
| Deferred Tax | · | · | $0 | $0 | · | · | $2M | |
| Other Non-current Liabilities | $908.0K | · | · | · | · | · | · | |
| Total Liabilities | $98M | $105M | $94M | $104M | · | · | $74M | |
| Common Stock | $90.0K | $91.0K | $91.0K | $83.0K | · | · | $83.0K | |
| Paid-in Capital | $220M | $229M | $229M | $75M | · | · | $73M | |
| Retained Earnings | $69M | $46M | $25M | $3M | · | · | $-57M | |
| AOCI | $-1M | $-361.0K | · | · | · | · | · | |
| Stockholders' Equity | $288M | $275M | $254M | $78M | · | · | $16M | |
| Liabilities + Equity | $386M | $380M | $348M | $182M | · | · | $89M | |
| Shares Outstanding | 90,200,252 | 90,918,430 | 90,926,720 | 82,775,789 | · | · | 82,810,089 |
Flujo de Efectivo 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| D&A | $579.0K | $570.0K | $585.0K | $622.0K | $608.0K | $597.0K | $569.0K | |
| Stock-based Comp | $759.0K | $740.0K | $476.0K | $731.0K | $706.0K | $723.0K | $551.0K | |
| Deferred Tax | $723.0K | $191.0K | $-3M | $3M | $-3M | $-2M | $2M | |
| Operating Cash Flow | $15M | $25M | $11M | $31M | $38M | $20M | $20M | |
| CapEx | $209.0K | $327.0K | $403.0K | $1M | $483.0K | $769.0K | $648.0K | |
| Investing Cash Flow | $-100M | $-99M | · | · | $-483.0K | $-769.0K | · | |
| Stock Repurchased | · | · | $1M | $0 | · | · | $0 | |
| Financing Cash Flow | $-10M | $-57.0K | $154M | $0 | $0 | $0 | $-3M | |
| Net Change in Cash | $-95M | $-74M | $164M | $30M | $37M | $19M | $16M |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 63.7% | · | · | 61.2% | · | · | · | |
| Operating Margin | 49.3% | · | · | 49.4% | · | · | · | |
| Net Margin | 40.3% | · | · | 38.3% | · | · | · | |
| Pretax Margin | 54.4% | · | · | 51.4% | · | · | · | |
| EBITDA Margin | 50.3% | · | · | 50.5% | · | · | · | |
| ROA | 12.1% | · | · | 23.2% | · | · | · | |
| ROE | 16.2% | · | · | 53.9% | · | · | · | |
| ROIC | 7.3% | · | · | 25.9% | · | · | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | · | · | 1.7 | · | · | · | |
| Quick Ratio | 1.5 | · | · | 1.5 | · | · | · |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | · | · | 0.6 | · | · | · | |
| Receivables Turnover | 64.7 | · | · | · | · | · | · |
Valoración (TTM) 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $225M | · | · | · | · | · | · | |
| Net Income TTM | $86M | · | · | · | · | · | · | |
| Market Cap | $1.52B | · | · | · | · | · | · | |
| P/E | 17.0 | · | · | · | · | · | · | |
| P/S | 6.8 | · | · | · | · | · | · | |
| P/B | 5.3 | · | · | · | · | · | · | |
| P / Tangible Book | 5.3 | 4.9 | · | · | · | · | · | |
| Earnings Yield | 5.9% | · | · | · | · | · | · |
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 | |
|---|---|---|---|
| Ingresos | $217M | $134M | $88M |
| Margen Bruto % | 60.4% | — | — |
| Margen Operativo % | 48.9% | — | — |
| Beneficio neto | $83M | $45M | $21M |
| EPS Diluido | $0.99 | $0.44 | $0.15 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Ratio corriente | 3.9 | — | — |
| Ratio Rápido | 3.7 | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Flujo de caja libre | $97M | — | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 86 declarantes · $72.9M 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 |
|---|---|---|---|---|
| 35 (-1 vs trimestre anterior) | 11 (-2 vs trimestre anterior) | 21 (+8 vs trimestre anterior) | 22 (+9 vs trimestre anterior) | -801K |
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 |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | $10 169 742 | 602 830 | 13,94% | Acciones |
| Whetstone Capital Advisors, LLC | $9 135 847 | 541 544 | 12,53% | Acciones |
| JENNISON ASSOCIATES LLC | $6 762 980 | 400 888 | 9,27% | Acciones |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $4 533 036 | 268 704 | 6,22% | Acciones |
| FJ Capital Management LLC | $3 775 304 | 223 788 | 5,18% | Acciones |
| CITADEL ADVISORS LLC | $2 729 768 | 161 812 | 3,74% | Acciones |
| STATE STREET CORP | $2 530 551 | 150 003 | 3,47% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2 360 299 | 139 911 | 3,24% | Acciones |
| Nuveen, LLC | $2 307 310 | 136 770 | 3,16% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 044 914 | 121 216 | 2,80% | Acciones |
| Ionic Capital Management LLC | $1 958 219 | 116 077 | 2,68% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 955 992 | 115 945 | 2,68% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 762 544 | 104 478 | 2,42% | Acciones |
| Atom Investors LP | $1 654 238 | 98 058 | 2,27% | Acciones |
| Alden Global Capital LLC | $1 653 344 | 98 005 | 2,27% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $1 640 270 | 97 230 | 2,25% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $1 212 582 | 71 878 | 1,66% | Acciones |
| Boston Partners | $1 147 130 | 67 998 | 1,57% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 145 473 | 67 900 | 1,57% | Acciones |
| Trexquant Investment LP | $1 069 204 | 63 379 | 1,47% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $957 676 | 56 768 | 1,31% | Acciones |
| Balyasny Asset Management L.P. | $871 133 | 51 638 | 1,19% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $829 144 | 49 149 | 1,14% | Acciones |
| STRS OHIO | $784 455 | 46 500 | 1,08% | Acciones |
| SEI INVESTMENTS CO | $759 437 | 45 017 | 1,04% | Acciones |
| FEDERATED HERMES, INC. | $691 670 | 41 000 | 0,95% | Acciones |
| MARSHALL WACE, LLP | $689 510 | 40 872 | 0,95% | Acciones |
| Sidoxia Capital Management, LLC | $646 442 | 38 319 | 0,89% | Acciones |
| State of Wyoming | $539 638 | 31 988 | 0,74% | Acciones |
| PARSONS CAPITAL MANAGEMENT INC/RI | $421 750 | 25 000 | 0,58% | Acciones |
| Creative Planning | $386 407 | 22 905 | 0,53% | Acciones |
| BANK OF AMERICA CORP /DE/ | $366 079 | 21 700 | 0,50% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $333 064 | 19 743 | 0,46% | Acciones |
| Qube Research & Technologies Ltd | $308 873 | 18 309 | 0,42% | Acciones |
| Cornerstone Investment Partners, LLC | $303 002 | 17 961 | 0,42% | Acciones |
| JANE STREET GROUP, LLC | $288 224 | 17 085 | 0,40% | Acciones |
| Engineers Gate Manager LP | $271 658 | 16 103 | 0,37% | Acciones |
| JANUS HENDERSON GROUP PLC | $250 417 | 17 070 | 0,34% | Acciones |
| XTX Topco Ltd | $205 122 | 12 159 | 0,28% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $199 758 | 11 841 | 0,27% | Acciones |
| D. E. Shaw & Co., Inc. | $171 568 | 10 170 | 0,24% | Acciones |
| Centiva Capital, LP | $168 987 | 10 017 | 0,23% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $130 540 | 7 738 | 0,18% | Acciones |
| WELLS FARGO & COMPANY/MN | $126 525 | 7 500 | 0,17% | Acciones |
| RHUMBLINE ADVISERS | $90 402 | 5 359 | 0,12% | Acciones |
| Bank of New York Mellon Corp | $89 681 | 5 316 | 0,12% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $72 541 | 4 300 | 0,10% | Acciones |
| CITIGROUP INC | $68 863 | 4 082 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $63 887 | 3 787 | 0,09% | Acciones |
| JPMORGAN CHASE & CO | $58 089 | 3 409 | 0,08% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $44 183 | 2 619 | 0,06% | Acciones |
| BlackRock, Inc. | $39 341 | 2 332 | 0,05% | Acciones |
| Tower Research Capital LLC (TRC) | $19 384 | 1 149 | 0,03% | Acciones |
| NORTHERN TRUST CORP | $18 017 | 1 068 | 0,02% | Acciones |
| BARCLAYS PLC | $17 933 | 1 063 | 0,02% | Acciones |
| FMR LLC | $14 188 | 841 | 0,02% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $13 412 | 795 | 0,02% | Acciones |
| Legal & General Group Plc | $10 771 | 640 | 0,01% | Acciones |
| Ameritas Investment Partners, Inc. | $10 628 | 630 | 0,01% | Acciones |
| Arax Advisory Partners | $8 671 | 514 | 0,01% | Acciones |
| Aster Capital Management (DIFC) Ltd | $7 642 | 453 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 352 | 433 | 0,01% | Acciones |
| MORGAN STANLEY | $5 415 | 321 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $4 000 | 242 | 0,01% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $3 871 | 243 | 0,01% | Acciones |
| DEUTSCHE BANK AG\ | $3 728 | 221 | 0,01% | Acciones |
| Allworth Financial LP | $2 177 | 129 | 0,00% | Acciones |
| UBS Group AG | $1 687 | 100 | 0,00% | Acciones |
| IFP Advisors, Inc | $1 670 | 99 | 0,00% | Acciones |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1 485 | 88 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $1 182 | 70 | 0,00% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $1 080 | 64 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $1 080 | 64 | 0,00% | Acciones |
| HRT FINANCIAL LP | $898 | 53 275 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $760 | 45 | 0,00% | Acciones |
| Essential Partners LLC | $675 | 40 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $540 | 32 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $523 | 31 | 0,00% | Acciones |
| Sterling Capital Management LLC | $489 | 29 | 0,00% | Acciones |
| Russell Investments Group, Ltd. | $270 | 16 | 0,00% | Acciones |
| Clearstead Advisors, LLC | $237 | 14 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $135 | 8 | 0,00% | Acciones |
| True Wealth Design, LLC | $85 | 5 | 0,00% | Acciones |
| Quantbot Technologies LP | $17 | 1 | 0,00% | Acciones |
| Wealth Enhancement Trust Services, Inc. | $17 | 1 | 0,00% | Acciones |
| Covestor Ltd | $1 | 35 | 0,00% | Acciones |
Informantes de la empresa 8 insiders · 4 directivos · 6 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Paresh Patel | Chief Executive Officer | 27 de mayo de 2026 P | 1 672 013 | 58 | 0 | $2 530 606 |
| Suela Bulku | Chief Financial Officer | 18 de diciembre de 2025 P | 314 874 | 2 | 0 | $217 192 |
| Kevin Andrew Mitchell | President | 18 de diciembre de 2025 P | 715 135 | 2 | 0 | $265 946 |
| Brook Armstrong Baker | General Counsel | 18 de diciembre de 2025 P | 248 026 | 2 | 0 | $217 192 |
| James J Macchiarola | Consejero | 23 de marzo de 2026 P | 140 000 | 2 | 0 | $480 480 |
| Robert A. Lopes Jr. | Consejero | 9 de marzo de 2026 P | 127 335 | 2 | 0 | $248 375 |
| Irene Hurst | Consejero | 6 de noviembre de 2025 P | 109 500 | 1 | 0 | $42 000 |
| Loreen M Spencer | Consejero | 6 de noviembre de 2025 P | 110 000 | 1 | 0 | $84 000 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 16 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 |
|---|---|---|---|---|
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 4 579 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 35 675 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,01% | 211 494 NS | 31 de mayo de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 8 903 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 75 348 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,01% | 4 795 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,00% | 210 026 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,00% | 682 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,00% | 3 305 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 362 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 18 082 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 283 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 287 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 7 NS | 31 de mayo de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 47 039 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 826 SH | 8 de agosto de 2026 | Diario |