EFSC Enterprise Financial Services Corporation - Common Stock
EFSC Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
EFSC Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
| Tanggal ex-dividen | Jumlah |
|---|---|
| 15 Juni 2026 | $0,3400 |
| 13 Maret 2026 | $0,3300 |
| 15 Des. 2025 | $0,3200 |
| 15 Sep. 2025 | $0,3100 |
| 16 Juni 2025 | $0,3000 |
| 14 Maret 2025 | $0,2900 |
| 16 Des. 2024 | $0,2800 |
| 16 Sep. 2024 | $0,2700 |
| 14 Juni 2024 | $0,2600 |
| 14 Maret 2024 | $0,2500 |
| 14 Des. 2023 | $0,2500 |
| 14 Sep. 2023 | $0,2500 |
| 14 Juni 2023 | $0,2500 |
| 14 Maret 2023 | $0,2500 |
| 14 Des. 2022 | $0,2400 |
| 14 Sep. 2022 | $0,2300 |
| 14 Juni 2022 | $0,2200 |
| 14 Maret 2022 | $0,2100 |
| 14 Des. 2021 | $0,2000 |
| 14 Sep. 2021 | $0,1900 |
EFSC Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
- Beli Kuat 2 18,2%
- Beli 7 63,6%
- Tahan 2 18,2%
- Jual 0 0,0%
- Jual Kuat 0 0,0%
Target Harga 12 Bulan
5 analis · 2026-08-16Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $1.09 | $1.36 | -0.27% |
| 31 Maret 2026 | $1.30 | $1.32 | -0.02% |
| 31 Des. 2025 | $1.45 | $1.37 | 0.08% |
| 30 Sep. 2025 | $1.19 | $1.32 | -0.13% |
| 30 Juni 2025 | $1.36 | $1.23 | 0.13% |
| 31 Maret 2025 | $1.31 | $1.19 | 0.12% |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| EFSC | — | — | — | — | — | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
| SYBT | $1.91B | 13.7 | — | 35.3% | 13.5% | — |
| BUSE | — | — | — | — | — | — |
| BANR | — | 11.1 | 8.5% | 33.2% | 10.2% | — |
| NWBI | $1.75B | 13.0 | 25.3% | 19.2% | 7.1% | — |
| HTH | $2.02B | 12.9 | 7.8% | 12.9% | 7.6% | — |
| FCF | $1.73B | 11.5 | 9.4% | 29.1% | 9.9% | — |
| SRCE | — | 9.7 | 12.0% | 36.5% | 13.3% | — |
| CHCO | — | 13.3 | 3.2% | 175.7% | 16.6% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 9
| Metrik | Tren | Q1 2026 | Q1 2025 | Q3 2024 |
|---|---|---|---|---|
| Interest Expense | · | · | $73M | |
| Interest Income | $225M | $212M | $216M | |
| Pretax Income | $63M | $61M | $63M | |
| Income Tax | $13M | $11M | $12M | |
| Net Income | $49M | $50M | $51M | |
| EPS (Basic) | $1.31 | $1.33 | $1.33 | |
| EPS (Diluted) | $1.30 | $1.31 | $1.32 | |
| Shares (Basic) | 36,907,000 | 36,971,000 | 37,337,000 | |
| Shares (Diluted) | 37,152,000 | 37,287,000 | 37,483,000 |
Neraca 12
| Metrik | Tren | Q1 2026 | Q1 2025 | Q3 2024 |
|---|---|---|---|---|
| PP&E (Net) | $58M | · | $44M | |
| Goodwill | $417M | · | $365M | |
| Intangibles | $20M | · | $9M | |
| Total Assets | $17.23B | · | $14.95B | |
| Total Liabilities | $15.21B | · | $13.12B | |
| Common Stock | $366.0K | · | $372.0K | |
| Paid-in Capital | $990M | · | $993M | |
| Retained Earnings | $1.04B | · | $846M | |
| AOCI | $-82M | · | $-79M | |
| Stockholders' Equity | $2.02B | · | $1.83B | |
| Liabilities + Equity | $17.23B | · | $14.95B | |
| Shares Outstanding | 36,580,552 | · | 37,183,784 |
Arus Kas 13
| Metrik | Tren | Q1 2026 | Q1 2025 | Q3 2024 |
|---|---|---|---|---|
| Stock-based Comp | $4M | $3M | · | |
| Deferred Tax | $2M | $-4M | · | |
| Amort. of Intangibles | $1M | $855.0K | · | |
| Operating Cash Flow | $59M | $40M | · | |
| CapEx | $1M | $4M | · | |
| Investing Cash Flow | $91M | $-366M | · | |
| Stock Repurchased | $27M | $11M | · | |
| Net Stock Activity | $-27M | · | · | |
| Dividends Paid | $12M | $11M | · | |
| Financing Cash Flow | $-197M | $43M | · | |
| Net Change in Cash | $-47M | $-282M | · | |
| Taxes Paid | $6M | $7M | · | |
| Free Cash Flow | $57M | · | · |
Profitabilitas 4
| Metrik | Tren | Q1 2026 | Q1 2025 | Q3 2024 |
|---|---|---|---|---|
| Net Margin | 26.7% | · | 30.7% | |
| Pretax Margin | 33.9% | · | 38.1% | |
| ROA | 0.30% | · | 0.35% | |
| ROE | 2.5% | · | 2.9% |
Efisiensi 1
| Metrik | Tren | Q1 2026 | Q1 2025 | Q3 2024 |
|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 |
Valuasi (TTM) 11
| Metrik | Tren | Q1 2026 | Q1 2025 | Q3 2024 |
|---|---|---|---|---|
| Revenue TTM | $732M | · | $625M | |
| Net Income TTM | $196M | · | $181M | |
| Market Cap | $1.98B | · | $1.91B | |
| P/E | 10.5 | · | 10.8 | |
| P/S | 2.7 | · | 3.1 | |
| P/B | 1.0 | · | 1.0 | |
| P / Tangible Book | 1.2 | · | 1.3 | |
| P / Cash Flow | 33.8 | · | · | |
| P / FCF | 34.4 | · | · | |
| Earnings Yield | 9.5% | · | 9.2% | |
| Payout Ratio | 24.6% | · | · |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
Sinyal Perdagangan Sinyal beli/jual terbaru dengan harga masuk dan rasio risiko/imbalan
Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap
Pilih metrik yang penting bagi Anda — klik ➕ di sebelah baris mana pun di Fundamental Lengkap di atas.
Pilihan Anda disimpan dan mengikuti Anda di semua ticker.
Pemilik institusional (13F) 280 pengaju · $1.5B total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 38 (-2 vs Kuartal sebelumnya) | 24 (+7 vs Kuartal sebelumnya) | 105 (+20 vs Kuartal sebelumnya) | 64 (-11 vs Kuartal sebelumnya) | +2.3M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $140.566.180 | 2.133.670 | 9,29% | Saham |
| WELLINGTON MANAGEMENT GROUP LLP | $137.523.051 | 2.087.478 | 9,09% | Saham |
| STATE STREET CORP | $105.643.379 | 1.603.494 | 6,98% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $102.989.545 | 1.563.290 | 6,80% | Saham |
| EARNEST PARTNERS LLC | $91.713.722 | 1.392.133 | 6,06% | Saham |
| AMERICAN CENTURY COMPANIES INC | $79.896.728 | 1.212.761 | 5,28% | Saham |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $61.257.000 | 929.832 | 4,05% | Saham |
| FIRST TRUST ADVISORS LP | $60.432.382 | 917.310 | 3,99% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $55.511.892 | 842.418 | 3,67% | Saham |
| PL Capital Advisors, LLC | $48.311.715 | 733.329 | 3,19% | Saham |
| Western Financial Corp/CA | $37.882.407 | 575.021 | 2,50% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $37.586.516 | 570.530 | 2,48% | Saham |
| JENNISON ASSOCIATES LLC | $36.585.335 | 555.333 | 2,42% | Saham |
| Enterprise Financial Services Corp | $33.069.124 | 501.960 | 2,18% | Saham |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.049.325 | 440.943 | 1,92% | Saham |
| Qube Research & Technologies Ltd | $22.804.296 | 346.149 | 1,51% | Saham |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $19.254.879 | 292.272 | 1,27% | Saham |
| ENDEAVOUR CAPITAL ADVISORS INC | $18.624.408 | 282.702 | 1,23% | Saham |
| Fisher Asset Management, LLC | $16.163.577 | 245.348 | 1,07% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $15.919.375 | 241.642 | 1,05% | Saham |
| Aptus Capital Advisors, LLC | $15.684.777 | 238.081 | 1,04% | Saham |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.555.791 | 220.944 | 0,96% | Saham |
| KENNEDY CAPITAL MANAGEMENT LLC | $13.763.320 | 208.915 | 0,91% | Saham |
| GLENMEDE TRUST CO NA | $11.195.581 | 169.939 | 0,74% | Saham |
| Empowered Funds, LLC | $10.776.123 | 163.572 | 0,71% | Saham |
| GOLDMAN SACHS GROUP INC | $10.580.987 | 160.610 | 0,70% | Saham |
| TWO SIGMA INVESTMENTS, LP | $10.304.291 | 156.410 | 0,68% | Saham |
| Foundry Partners, LLC | $9.357.209 | 174.120 | 0,62% | Saham |
| MILLENNIUM MANAGEMENT LLC | $9.248.037 | 140.377 | 0,61% | Saham |
| DENALI ADVISORS LLC | $8.900.388 | 135.100 | 0,59% | Saham |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $8.852.954 | 134.380 | 0,58% | Saham |
| Bank of New York Mellon Corp | $7.070.571 | 107.325 | 0,47% | Saham |
| Boston Partners | $6.636.030 | 100.729 | 0,44% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.595.181 | 100.109 | 0,44% | Saham |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.560.182 | 99.578 | 0,43% | Saham |
| Phocas Financial Corp. | $6.534.505 | 99.188 | 0,43% | Saham |
| Trexquant Investment LP | $6.101.476 | 92.615 | 0,40% | Saham |
| Emerald Investment Advisers, LLC | $5.922.414 | 89.897 | 0,39% | Saham |
| Plancorp, LLC | $5.777.076 | 87.704 | 0,38% | Saham |
| NFJ INVESTMENT GROUP, LLC | $5.537.280 | 84.051 | 0,37% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $5.292.982 | 80.343 | 0,35% | Saham |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.108.599 | 77.544 | 0,34% | Saham |
| BlackRock, Inc. | $5.088.835 | 77.244 | 0,34% | Saham |
| Swiss National Bank | $4.872.748 | 73.964 | 0,32% | Saham |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.509.552 | 68.451 | 0,30% | Saham |
| D. E. Shaw & Co., Inc. | $4.462.118 | 67.731 | 0,29% | Saham |
| FRANKLIN RESOURCES INC | $4.401.245 | 66.807 | 0,29% | Saham |
| SEI INVESTMENTS CO | $4.007.480 | 60.830 | 0,26% | Saham |
| Vest Financial, LLC | $3.974.738 | 60.333 | 0,26% | Saham |
| Nuveen Asset Management, LLC | $3.822.341 | 67.772 | 0,25% | Saham |
| BANK OF AMERICA CORP /DE/ | $3.634.138 | 55.163 | 0,24% | Saham |
| Quantinno Capital Management LP | $3.594.348 | 54.559 | 0,24% | Saham |
| Brandywine Global Investment Management, LLC | $3.569.994 | 66.111 | 0,24% | Saham |
| RHUMBLINE ADVISERS | $3.520.025 | 53.431 | 0,23% | Saham |
| PRUDENTIAL FINANCIAL INC | $3.190.700 | 48.432 | 0,21% | Saham |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2.895.690 | 43.954 | 0,19% | Saham |
| AlphaQuest LLC | $2.691.738 | 49.847 | 0,18% | Saham |
| RBF Capital, LLC | $2.681.316 | 40.700 | 0,18% | Saham |
| MAI Capital Management | $2.671.142 | 40.546 | 0,18% | Saham |
| MARSHALL WACE, LLP | $2.600.943 | 39.480 | 0,17% | Saham |
| Corient Private Wealth LP | $2.598.176 | 39.438 | 0,17% | Saham |
| XTX Topco Ltd | $2.456.863 | 37.293 | 0,16% | Saham |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $2.366.541 | 35.922 | 0,16% | Saham |
| ALLIANCEBERNSTEIN L.P. | $2.327.433 | 43.013 | 0,15% | Saham |
| FIRST MANHATTAN CO. LLC. | $2.270.620 | 34.466 | 0,15% | Saham |
| Midwest Trust Co | $2.199.667 | 33.389 | 0,15% | Saham |
| ASSETMARK, INC | $2.052.425 | 31.154 | 0,14% | Saham |
| Acropolis Investment Management, LLC | $2.049.198 | 31.105 | 0,14% | Saham |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.034.506 | 30.882 | 0,13% | Saham |
| Atom Investors LP | $2.024.558 | 30.731 | 0,13% | Saham |
| Schonfeld Strategic Advisors LLC | $2.017.836 | 30.629 | 0,13% | Saham |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.906.025 | 35.225 | 0,13% | Saham |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.816.641 | 27.575 | 0,12% | Saham |
| CITADEL ADVISORS LLC | $1.741.340 | 26.432 | 0,12% | Saham |
| Mariner, LLC | $1.691.392 | 25.674 | 0,11% | Saham |
| STIFEL FINANCIAL CORP | $1.677.893 | 25.469 | 0,11% | Saham |
| BARCLAYS PLC | $1.620.976 | 24.605 | 0,11% | Saham |
| OSAIC HOLDINGS, INC. | $1.593.817 | 24.191 | 0,11% | Saham |
| Mutual Advisors, LLC | $1.589.833 | 24.132 | 0,11% | Saham |
| OPPENHEIMER ASSET MANAGEMENT INC. | $1.510.694 | 22.931 | 0,10% | Saham |
| AMERIPRISE FINANCIAL INC | $1.501.734 | 22.795 | 0,10% | Saham |
| Squarepoint Ops LLC | $1.452.390 | 22.046 | 0,10% | Saham |
| Rafferty Asset Management, LLC | $1.430.979 | 21.721 | 0,09% | Saham |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.423.206 | 21.603 | 0,09% | Saham |
| MetLife Investment Management, LLC | $1.416.288 | 21.498 | 0,09% | Saham |
| Vanguard Global Advisers, LLC | $1.415.168 | 21.481 | 0,09% | Saham |
| Quadrature Capital Ltd | $1.342.041 | 20.371 | 0,09% | Saham |
| VANGUARD GROUP INC | $1.330.776 | 24.644 | 0,09% | Saham |
| Visionary Wealth Advisors | $1.304.424 | 19.800 | 0,09% | Saham |
| Entropy Technologies, LP | $1.295.201 | 19.660 | 0,09% | Saham |
| Knights of Columbus Asset Advisors LLC | $1.290.655 | 19.591 | 0,09% | Saham |
| MALTESE CAPITAL MANAGEMENT LLC | $1.286.241 | 19.524 | 0,08% | Saham |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1.267.268 | 19.236 | 0,08% | Saham |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.237.161 | 18.779 | 0,08% | Saham |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.144.533 | 17.373 | 0,08% | Saham |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.120.355 | 17.006 | 0,07% | Saham |
| STRS OHIO | $1.100.196 | 16.700 | 0,07% | Saham |
| BNP PARIBAS FINANCIAL MARKETS | $1.097.824 | 16.664 | 0,07% | Saham |
| PANAGORA ASSET MANAGEMENT INC | $1.080.103 | 16.395 | 0,07% | Saham |
| Engineers Gate Manager LP | $1.056.518 | 16.037 | 0,07% | Saham |
Orang dalam perusahaan 65 orang dalam · 26 pejabat · 37 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| James Brian Lally | CEO | 4 Maret 2026 A | 115.696 | 0 | 0 | $0 |
| Peter Benoist | President & CEO | 2 Mei 2017 M | 2.933 | 0 | 0 | $0 |
| VOGEL PAUL L | President & CEO Trust | 15 Des. 2007 M | 3.178 | 0 | 0 | $0 |
| Turner S Keene | SEVP, Chief Financial Officer | 4 Maret 2026 A | 64.319 | 0 | 0 | $0 |
| Scott Richard Goodman | President | 4 Maret 2025 A | 62.790 | 0 | 0 | $0 |
| Richard C Leuck | President | 30 Sep. 2014 M | 15.500 | 0 | 0 | $0 |
| James E Graser | President | 31 Juli 2012 M | 6.707 | 0 | 0 | $0 |
| Linda Hanson | President | 22 Mei 2012 S | 10.315 | 0 | 0 | $0 |
| Steven L Ray | President, Trust | 15 Des. 2009 M | 8.967 | 0 | 0 | $0 |
| Jack L Sutherland | President | 26 Mei 2006 A | 9.297 | 0 | 0 | $0 |
| Frank H Sanfilippo | EVP & COO | 2 Maret 2016 G | 35.529 | 0 | 0 | $0 |
| Mark G Ponder | SEVP, Chief Admin. Officer | 28 April 2026 S | 0 | 0 | 2 | $-75.687 |
| Kevin L Handley | Chief Credit Officer | 14 April 2026 M | 6.400 | 0 | 0 | $0 |
| Bridget Huffman | SEVP, Chief Risk Officer | 14 April 2026 M | 7.061 | 0 | 0 | $0 |
| Troy Dumlao | EVP, Chief Accounting Officer | 14 April 2026 M | 8.473 | 0 | 0 | $0 |
| Nicole M Iannacone | SEVP, Chief Legal Officer | 4 Maret 2026 A | 22.855 | 0 | 0 | $0 |
| Douglas Bauche | SEVP, Chief Banking Officer | 4 Maret 2026 A | 28.421 | 0 | 0 | $0 |
| Loren E White | SVP, Human Resources | 26 Feb. 2020 A | 6.655 | 0 | 0 | $0 |
| Mark G Murtha | Sr. Vice President - HR | 16 Sep. 2013 S | 0 | 0 | 0 | $0 |
| Robert J Witterschein | Executive Vice President | 3 Mei 2012 F | 6.889 | 0 | 0 | $0 |
| John G Barry | EVP | 3 Mei 2012 F | 21.530 | 0 | 0 | $0 |
| Jerome M Mueller | SVP Marketing | 3 Mei 2012 A | 21.685 | 0 | 0 | $0 |
| Deborah N Barstow | SVP & Controller | 3 Mei 2012 A | 8.690 | 0 | 0 | $0 |
| Karen Sher | Corporate Secretary | 1 Agu 2007 P | 10.496 | 0 | 0 | $0 |
| James C Wagner | Executive Vice President | 5 Feb. 2007 X | 0 | 0 | 0 | $0 |
| Duncan C Burdette | EXECUTIVE VICE PRESIDENT | 30 Agu 2004 X | 30.573 | 0 | 0 | $0 |
| Lina A Young | Direktur | 22 Agu 2025 A | 4.532 | 0 | 0 | $0 |
| Marcela Manjarrez | Direktur | 22 Agu 2025 A | 4.472 | 0 | 0 | $0 |
| Lyne Andrich | Direktur | 22 Agu 2025 A | 6.384 | 0 | 0 | $0 |
| Nevada A Kent | Direktur | 22 Agu 2025 A | 9.332 | 0 | 0 | $0 |
| Michael E Finn | Direktur | 22 Agu 2025 A | 3.509 | 0 | 0 | $0 |
| Lars C Anderson | Direktur | 22 Agu 2025 A | — | 0 | 0 | $0 |
| Michael A Decola | Direktur | 22 Agu 2025 A | 7.694 | 0 | 0 | $0 |
| Michael Holmes | Direktur | 22 Agu 2025 A | 3.272 | 0 | 0 | $0 |
| Sandra Van Trease | Direktur | 22 Agu 2025 A | 3.719 | 0 | 0 | $0 |
| Stephen P Marsh | Direktur | 22 Agu 2025 A | 47.540 | 0 | 0 | $0 |
| Richard Sanborn | Direktur | 22 Agu 2025 A | 1.032 | 0 | 0 | $0 |
| James M Havel | Direktur | 28 Feb. 2025 S | 15.447 | 0 | 0 | $0 |
| Eloise Schmitz | Direktur | 10 Juli 2024 A | 3.455 | 0 | 0 | $0 |
| Daniel A Rodrigues | Direktur | 10 Juli 2024 A | — | 0 | 0 | $0 |
| Robert E Guest JR | Direktur | 10 Juli 2024 A | 3.399 | 0 | 0 | $0 |
| Peter Hui | Direktur | 8 Des. 2022 A | 0 | 0 | 0 | $0 |
| John S Eulich | Direktur | 13 Juli 2022 A | 15.940 | 0 | 0 | $0 |
| Judith S Heeter | Direktur | 9 Des. 2021 A | 3.855 | 0 | 0 | $0 |
| Tony Scavuzzo | Direktur | 24 Nov. 2021 S | 756.385 | 0 | 0 | $0 |
| John Q Arnold | Direktur | 14 Jan. 2019 A | 1.000 | 0 | 0 | $0 |
| Michael T Normile | Direktur | 13 Des. 2018 A | 624 | 0 | 0 | $0 |
| James Murphy | Direktur | 18 April 2017 S | 99.744 | 0 | 0 | $0 |
| William H Downey | Direktur | 9 Des. 2016 A | 1.940 | 0 | 0 | $0 |
| MULLINS BIRCH M | Direktur | 16 Des. 2015 G | 0 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Aktivis & pemilik 5%+ 2 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 9 Feb. 2009 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 14 Jan. 2003 | — | Pengajuan awal | Investasi pasif | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Kepemilikan ETF Dimiliki oleh 60 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| OSCV · ETF Series Solutions | 2,00% | 235.767 NS | 30 April 2026 | N-PORT |
| VAMO · Cambria ETF Trust | 0,90% | 12.940 NS | 30 April 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,60% | 86.114 NS | 30 April 2026 | N-PORT |
| SVAL · iShares Trust | 0,43% | 13.618 SH | 8 Agu 2026 | Harian |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,37% | 11.887 NS | 30 April 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,24% | 51.320 NS | 30 April 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,24% | 20.810 NS | 30 April 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,21% | 959.423 NS | 31 Mei 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,20% | 25.381 SH | 8 Agu 2026 | Harian |
| ROSC · Lattice Strategies Trust | 0,18% | 1.687 NS | 30 April 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,17% | 75.970 NS | 31 Mei 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,16% | 11.404 SH | 8 Agu 2026 | Harian |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,16% | 32.116 SH | 8 Agu 2026 | Harian |
| IWN · iShares Trust | 0,16% | 343.632 SH | 8 Agu 2026 | Harian |
| DFSV · Dimensional ETF Trust | 0,15% | 197.904 NS | 30 April 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,13% | 13.620 SH | 8 Agu 2026 | Harian |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 14.014 NS | 30 April 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,11% | 249.627 NS | 30 April 2026 | N-PORT |
| IWM · iShares Trust | 0,08% | 956.651 SH | 8 Agu 2026 | Harian |
| ISCV · iShares Trust | 0,08% | 8.248 SH | 8 Agu 2026 | Harian |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,08% | 3.351 SH | 8 Agu 2026 | Harian |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,08% | 1.838 NS | 30 April 2026 | N-PORT |
| ESML · iShares Trust | 0,08% | 32.777 SH | 8 Agu 2026 | Harian |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 212.379 SH | 8 Agu 2026 | Harian |
| RSSL · Global X Funds | 0,06% | 15.900 NS | 30 April 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,06% | 4.413 NS | 30 April 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 25.697 SH | 8 Agu 2026 | Harian |
| ITWO · ProShares Trust | 0,06% | 1.726 NS | 31 Mei 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,05% | 8.434 NS | 31 Mei 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,05% | 74.357 NS | 31 Mei 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 121.497 NS | 30 April 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 177.524 NS | 31 Mei 2026 | N-PORT |
| ISCB · iShares Trust | 0,04% | 1.608 SH | 8 Agu 2026 | Harian |
| UWM · ProShares Trust | 0,03% | 1.351 NS | 31 Mei 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 419.458 SH | 8 Agu 2026 | Harian |
| VFH · VANGUARD WORLD FUND | 0,03% | 59.854 SH | 8 Agu 2026 | Harian |
| FNCL · FIDELITY COVINGTON TRUST | 0,03% | 9.959 NS | 30 April 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 1.369 NS | 31 Mei 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 2.271 SH | 8 Agu 2026 | Harian |
| TILT · FlexShares Trust | 0,02% | 7.546 NS | 30 April 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,02% | 1.635 NS | 31 Mei 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 31.660 NS | 30 April 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 90.164 NS | 30 April 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1.451 NS | 31 Mei 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,01% | 206.688 SH | 8 Agu 2026 | Harian |
| HDG · ProShares Trust | 0,01% | 34 NS | 31 Mei 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,01% | 1.040 SH | 8 Agu 2026 | Harian |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,01% | 18.756 NS | 31 Mei 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 14.274 NS | 31 Mei 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 3.924 NS | 30 April 2026 | N-PORT |