GSBD Goldman Sachs BDC, Inc. Common Stock
$9,80
Harga · Agu 18, 2026
Fundamental per Agu 6, 2026
Rentang 52M
$8–$12
45% of range
Peringkat Analis
HOLD
10 analysts
Target Harga
$9
P/E (TTM)
9.5
ROE
8.1%
Margin Laba Bersih
—
GSBD Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
Harga
$9.79
Kapitalisasi Pasar
$1.10B
P/E (TTM)
9.5
EPS (TTM)
$1.03
Pendapatan (TTM)
—
Imbal Hasil Dividen
—
ROE
8.1%
D/E Utang/Ekuitas
—
Rentang 52M
$8 – $12
GSBD Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Configure
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Pendapatan & Laba Bersih
—
EPS
$1.03
2020-12-31
→
2025-12-31
Arus Kas Bebas
—
Margin
—
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Metrik
Tren 5 Tahun
GSBD
Median Rekan
P/E (TTM)
9.5
13.9
P/B
0.8
0.8
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Metrik
Tren 5 Tahun
GSBD
Median Rekan
ROA
3.4%
2.6%
ROE
8.1%
6.7%
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Metrik
Tren 5 Tahun
GSBD
Median Rekan
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Metrik
Tren 5 Tahun
GSBD
Median Rekan
EPS YoY
87.3%
—
Net Income YoY (Laba Bersih YoY)
89.7%
—
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Metrik
Tren 5 Tahun
GSBD
Median Rekan
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
Imbal Hasil Dividen
—
Rasio Pembayaran Dividen
—
CAGR Dividen 5T
—
| Tanggal ex-dividen | Jumlah |
|---|---|
| 30 Juni 2026 | $0,3200 |
| 31 Maret 2026 | $0,3200 |
| 9 Maret 2026 | $0,0300 |
| 31 Des. 2025 | $0,3200 |
| 28 Nov. 2025 | $0,0400 |
| 30 Sep. 2025 | $0,4800 |
| 29 Agu 2025 | $0,0300 |
| 30 Juni 2025 | $0,4800 |
| 30 Mei 2025 | $0,0500 |
| 31 Maret 2025 | $0,4800 |
| 31 Des. 2024 | $0,4500 |
| 30 Sep. 2024 | $0,4500 |
| 28 Juni 2024 | $0,4500 |
| 27 Maret 2024 | $0,4500 |
| 28 Des. 2023 | $0,4500 |
| 28 Sep. 2023 | $0,4500 |
| 29 Juni 2023 | $0,4500 |
| 30 Maret 2023 | $0,4500 |
| 29 Des. 2022 | $0,4500 |
| 29 Sep. 2022 | $0,4500 |
GSBD Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
JUAL
10 analis
- Beli Kuat 0 0,0%
- Beli 0 0,0%
- Tahan 5 50,0%
- Jual 3 30,0%
- Jual Kuat 2 20,0%
Target Harga 12 Bulan
4 analis · 2026-08-13
Median
$8.75
Rata-rata
$8.94
Sekarang
$9.79
Rendah
$8.00
Tinggi
$10.25
Target median
$8.75
-10,7%
Target rata-rata
$8.94
-8,8%
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
Kejutan Rata-rata
-0.00%
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $0.38 | $0.32 | 0.06% |
| 31 Maret 2026 | $0.22 | $0.30 | -0.08% |
| 31 Des. 2025 | $0.37 | $0.36 | 0.01% |
| 30 Sep. 2025 | $0.40 | $0.37 | 0.03% |
| 30 Juni 2025 | $0.38 | $0.40 | -0.02% |
| 31 Maret 2025 | $0.42 | $0.44 | -0.02% |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| GSBD | $1.04B | 9.0 | — | — | 8.1% | — |
| WLTH | $1.30B | -11.4 | 18.2% | -11.5% | -12.0% | — |
| MSDL | $1.42B | 11.8 | — | — | 6.9% | — |
| OCSL | $1.15B | 33.5 | — | — | 2.3% | — |
| PSEC | $1.45B | -2.4 | — | — | -14.6% | — |
| VRTS | $1.09B | 8.2 | -6.0% | 15.9% | 14.8% | — |
| BBDC | $961M | 8.2 | — | — | 8.7% | — |
| RPC | — | 57.7 | 0.30% | 6.6% | 4.9% | — |
| KBDC | $974M | 8.6 | — | — | 8.3% | — |
| MFIC | $1.05B | — | — | — | 4.7% | — |
| BCSF | $902M | 9.1 | — | — | 8.8% | — |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 7
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Expenses | $180M | $177M | $205M | $136M | $140M | $99M | |
| Income Tax | · | $5M | $5M | $4M | $1M | $1M | |
| Net Income | $119M | $63M | $196M | $55M | $192M | $176M | |
| EPS (Basic) | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 | $3.26 | |
| EPS (Diluted) | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 | $3.26 | |
| Shares (Basic) | 115,576,890 | 114,673,460 | 108,305,428 | 102,258,701 | 101,691,076 | 53,940,573 | |
| Shares (Diluted) | 115,576,890 | 114,673,460 | 108,305,428 | 102,258,701 | 101,691,076 | 53,940,573 |
Neraca 9
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $43M | $62M | $52M | $40M | $34M | · | |
| Total Assets | $3.38B | $3.60B | $3.52B | $3.59B | $3.55B | · | |
| Total Liabilities | $1.96B | $2.03B | $1.92B | $2.09B | $1.94B | · | |
| Long-term Debt | $1.87B | $1.93B | $1.83B | $2.01B | $1.86B | · | |
| Common Stock | $113.0K | $117.0K | $110.0K | $103.0K | $102.0K | · | |
| Retained Earnings | $-457M | $-374M | $-225M | $-206M | $-55M | $-5M | |
| Stockholders' Equity | $1.42B | $1.57B | $1.60B | $1.50B | $1.61B | $1.62B | |
| Liabilities + Equity | $3.38B | $3.60B | $3.52B | $3.59B | $3.55B | · | |
| Shares Outstanding | 112,569,067 | 117,297,222 | 109,563,525 | 102,850,589 | 101,818,811 | · |
Arus Kas 6
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $326M | $2M | $301M | $27M | $-30M | $166M | |
| Stock Issued | · | · | · | $14M | · | · | |
| Stock Repurchased | $52M | · | · | · | · | · | |
| Net Stock Activity | $-52M | · | · | $14M | · | · | |
| Financing Cash Flow | $-344M | $7M | $-288M | $-22M | $32M | $-143M | |
| Net Change in Cash | · | · | · | $6M | $2M | $23M |
Profitabilitas 2
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 3.4% | 1.8% | 5.5% | 1.5% | · | · | |
| ROE | 8.1% | 4.0% | 12.2% | 3.6% | · | · |
Tingkat Pertumbuhan 6
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | 87.3% | -69.6% | 235.2% | -71.4% | -42.0% | · | |
| EPS CAGR 3Y | 24.0% | -33.7% | -17.8% | · | · | · | |
| EPS CAGR 5Y | -20.6% | · | · | · | · | · | |
| Net Income YoY | 89.7% | -67.9% | 256.1% | -71.4% | 9.3% | · | |
| Net Income CAGR 3Y | 29.4% | -31.1% | 3.6% | · | · | · | |
| Net Income CAGR 5Y | -7.5% | · | · | · | · | · |
Valuasi (TTM) 7
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $119M | $63M | $196M | $55M | $192M | $176M | |
| Market Cap | $1.04B | $1.42B | $1.61B | $1.41B | · | · | |
| P/E | 9.0 | 22.0 | 8.1 | 25.4 | 10.1 | 5.9 | |
| P/B | 0.7 | 0.9 | 1.0 | 0.9 | · | · | |
| P / Tangible Book | 0.7 | 0.9 | 1.0 | 0.9 | · | · | |
| P / Cash Flow | 3.2 | 577.7 | 5.3 | 51.4 | · | · | |
| Earnings Yield | 11.1% | 4.5% | 12.3% | 3.9% | 9.9% | 17.1% |
Laporan Laba Rugi 7
| Metrik | Tren | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Expenses | $41M | $53M | $45M | $46M | $46M | $41M | $40M | $50M | $46M | $47M | $61M | $33M | $31M | $33M | |
| Income Tax | · | · | $907.0K | $906.0K | $1M | $1M | $1M | $1M | $2M | $877.0K | $775.0K | $829.0K | $832.0K | $305.0K | |
| Net Income | $24M | $-14M | $25M | $39M | $32M | $37M | $-54M | $42M | $52M | $66M | $28M | $-8M | $19M | $38M | |
| EPS (Basic) | $0.21 | $-0.12 | $0.22 | $0.34 | $0.27 | $0.32 | $-0.47 | $0.39 | $0.47 | $0.60 | $0.27 | $-0.07 | $0.18 | $0.37 | |
| EPS (Diluted) | $0.21 | $-0.12 | $0.22 | $0.34 | $0.27 | $0.32 | $-0.47 | $0.39 | $0.47 | $0.60 | $0.27 | $-0.07 | $0.18 | $0.37 | |
| Shares (Basic) | 112,569,067 | 112,569,067 | 114,398,468 | 117,204,952 | 117,297,222 | 116,942,390 | 114,363,722 | 110,076,876 | 109,535,156 | 109,463,144 | 104,591,739 | 102,367,005 | 101,970,098 | 101,727,464 | |
| Shares (Diluted) | 112,569,067 | 112,569,067 | 114,398,468 | 117,204,952 | 117,297,222 | 116,942,390 | 114,363,722 | 110,076,876 | 109,535,156 | 109,463,144 | 104,591,739 | 102,367,005 | 101,970,098 | 101,727,464 |
Neraca 9
| Metrik | Tren | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $14M | $42M | $115M | $108M | $83M | $53M | $62M | $52M | $77M | $42M | $47M | $33M | · | · | |
| Total Assets | $3.29B | $3.34B | $3.39B | $3.41B | $3.50B | $3.55B | $3.63B | $3.55B | $3.56B | $3.64B | $3.61B | $3.71B | · | · | |
| Total Liabilities | $1.93B | $1.97B | $1.93B | $1.90B | $1.96B | $1.96B | $2.03B | $1.92B | $1.96B | $2.04B | $2.03B | $2.17B | · | · | |
| Long-term Debt | $1.85B | $1.90B | $1.84B | $1.80B | $1.87B | $1.88B | $1.94B | $1.83B | $1.88B | $1.96B | $1.94B | $2.10B | · | · | |
| Common Stock | $113.0K | $113.0K | $114.0K | $116.0K | $117.0K | $117.0K | $117.0K | $112.0K | $110.0K | $109.0K | $109.0K | $103.0K | · | · | |
| Retained Earnings | $-522M | $-510M | $-454M | $-421M | $-398M | $-355M | $-339M | $-233M | $-209M | $-211M | $-227M | $-142M | · | · | |
| Stockholders' Equity | $1.36B | $1.37B | $1.45B | $1.51B | $1.55B | $1.59B | $1.60B | $1.63B | $1.60B | $1.60B | $1.58B | $1.54B | · | · | |
| Liabilities + Equity | $3.29B | $3.34B | $3.39B | $3.41B | $3.50B | $3.55B | $3.63B | $3.55B | $3.56B | $3.64B | $3.61B | $3.71B | · | · | |
| Shares Outstanding | 112,569,067 | 112,569,067 | 114,113,096 | 116,250,039 | 117,297,222 | 117,161,940 | 116,744,389 | 112,103,346 | 109,563,525 | 109,463,144 | 109,463,144 | 102,778,441 | · | · |
Arus Kas 6
| Metrik | Tren | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $54M | $10M | $47M | $174M | $134M | $104M | $-122M | $7M | $160M | $26M | $32M | $-54M | $-95M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $11M | $2M | · | |
| Stock Repurchased | · | · | $26M | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | $11M | · | · | |
| Financing Cash Flow | $-81M | $-12M | $-40M | $-149M | $-113M | $-113M | $131M | $-7M | $-125M | $-31M | $-25M | $42M | $108M | · | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | $-5M | $8M | $-12M | $13M | · |
Profitabilitas 2
| Metrik | Tren | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 0.71% | -0.40% | 0.71% | 1.1% | 0.89% | 1.0% | -1.5% | 1.2% | 1.4% | 3.6% | 1.6% | -0.40% | · | · | |
| ROE | 1.7% | -0.93% | 1.6% | 2.5% | 2.0% | 2.3% | -3.4% | 2.6% | 3.3% | 8.2% | 3.5% | -0.97% | · | · |
Valuasi (TTM) 7
| Metrik | Tren | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $74M | $82M | $133M | $54M | $57M | $77M | $105M | $188M | $138M | $105M | $79M | $89M | · | · | |
| Market Cap | $1.07B | $1000M | $1.16B | $1.31B | $1.36B | $1.61B | $1.75B | $1.68B | $1.60B | $1.52B | $1.49B | $1.49B | · | · | |
| P/E | 14.6 | 12.5 | 8.8 | 24.5 | 22.8 | 19.4 | 15.2 | 8.7 | 11.5 | 14.1 | 17.7 | 16.6 | · | · | |
| P/B | 0.8 | 0.7 | 0.8 | 0.9 | 0.9 | 1.0 | 1.1 | 1.0 | 1.0 | 1.0 | 0.9 | 1.0 | · | · | |
| P / Tangible Book | 0.8 | 0.7 | 0.8 | 0.9 | 0.9 | 1.0 | 1.1 | 1.0 | 1.0 | 1.0 | 0.9 | 1.0 | · | · | |
| P / Cash Flow | · | 95.8 | · | · | 10.2 | · | · | 238.6 | · | · | 46.3 | · | · | · | |
| Earnings Yield | 6.9% | 8.0% | 11.3% | 4.1% | 4.4% | 5.2% | 6.6% | 11.6% | 8.7% | 7.1% | 5.6% | 6.0% | · | · |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
Laporan Laba Rugi
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Laba Bersih | $119M | $63M | $196M | $55M | $192M |
| EPS Dilusian | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 |
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Pemilik institusional (13F) 217 pengaju · $328.1M 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.
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 37 (+1 vs Kuartal sebelumnya) | 28 (-13 vs Kuartal sebelumnya) | 60 (+13 vs Kuartal sebelumnya) | 51 (-19 vs Kuartal sebelumnya) | +8.1M |
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 |
|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | $49.093.488 | 5.178.638 | 14,96% | Saham |
| Generali Asset Management SPA SGR | $31.227.329 | 3.294.022 | 9,52% | Saham |
| ARES MANAGEMENT LLC | $29.835.939 | 3.147.251 | 9,09% | Saham |
| Lunate Capital Ltd | $20.783.876 | 2.192.392 | 6,33% | Saham |
| VAN ECK ASSOCIATES CORP | $20.256.674 | 2.136.780 | 6,17% | Saham |
| Lalia Capital, LLC | $11.313.489 | 1.193.406 | 3,45% | Saham |
| Legal & General Group Plc | $8.880.826 | 939.770 | 2,71% | Saham |
| Muzinich & Co., Inc. | $8.095.370 | 853.942 | 2,47% | Saham |
| Sumitomo Mitsui Trust Group, Inc. | $6.652.903 | 701.783 | 2,03% | Saham |
| Cetera Investment Advisers | $6.600.997 | 696.308 | 2,01% | Saham |
| GOLDMAN SACHS GROUP INC | $6.533.711 | 689.210 | 1,99% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $5.924.716 | 624.970 | 1,81% | Saham |
| Columbus Macro, LLC | $5.876.187 | 619.851 | 1,79% | Saham |
| Union Bancaire Privee, UBP SA | $5.686.944 | 3.713 | 1,73% | Saham |
| OSAIC HOLDINGS, INC. | $5.314.260 | 560.573 | 1,62% | Saham |
| Coppell Advisory Solutions LLC | $5.074.107 | 446 | 1,55% | Saham |
| AMERICAN FINANCIAL GROUP INC | $4.802.208 | 506.562 | 1,46% | Saham |
| VICTORY CAPITAL MANAGEMENT INC | $4.715.760 | 497.443 | 1,44% | Saham |
| BlackRock, Inc. | $4.100.726 | 432.566 | 1,25% | Saham |
| TRANSCEND CAPITAL ADVISORS, LLC | $3.383.975 | 356.959 | 1,03% | Saham |
| BANK OF AMERICA CORP /DE/ | $3.115.431 | 328.632 | 0,95% | Saham |
| GraniteShares Advisors LLC | $2.756.670 | 290.788 | 0,84% | Saham |
| Naviter Wealth, LLC | $2.483.197 | 253.413 | 0,76% | Saham |
| Callodine Capital Management, LP | $2.370.000 | 250.000 | 0,72% | Saham |
| Russell Investments Group, Ltd. | $2.233.336 | 235.584 | 0,68% | Saham |
| Adams Asset Advisors, LLC | $2.157.136 | 227.546 | 0,66% | Saham |
| Privium Fund Management (UK) Ltd | $2.097.360 | 216.000 | 0,64% | Saham |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1.922.164 | 202.760 | 0,59% | Saham |
| Significant Wealth Partners LLC | $1.870.243 | 197.283 | 0,57% | Saham |
| AMERIPRISE FINANCIAL INC | $1.636.661 | 173.144 | 0,50% | Saham |
| STATE STREET CORP | $1.608.366 | 164.155 | 0,49% | Saham |
| Quadrant Private Wealth Management, LLC | $1.570.281 | 160.233 | 0,48% | Saham |
| LPL Financial LLC | $1.433.892 | 151.254 | 0,44% | Saham |
| Stiles Financial Services Inc | $1.401.573 | 147.845 | 0,43% | Saham |
| Advisors Asset Management, Inc. | $1.348.908 | 111.480 | 0,41% | Saham |
| SAXON INTERESTS, INC. | $1.347.443 | 142.135 | 0,41% | Saham |
| WELLS FARGO & COMPANY/MN | $1.336.509 | 140.982 | 0,41% | Saham |
| LOOMIS SAYLES & CO L P | $1.327.200 | 140.000 | 0,40% | Saham |
| CITADEL ADVISORS LLC | $1.301.670 | 137.307 | 0,40% | Saham |
| Capital Market Strategies LLC | $1.282.500 | 114.000 | 0,39% | Saham |
| NORDEN GROUP LLC | $1.276.938 | 134.698 | 0,39% | Saham |
| Lido Advisors, LLC | $1.176.260 | 120.200 | 0,36% | Saham |
| J.W. COLE ADVISORS, INC. | $1.143.821 | 120.656 | 0,35% | Saham |
| RAYMOND JAMES FINANCIAL INC | $1.109.848 | 117.073 | 0,34% | Saham |
| Ethos Financial Group, LLC | $1.086.194 | 120.283 | 0,33% | Saham |
| Global Wealth Management Investment Advisory, Inc. | $1.064.576 | 112.297 | 0,32% | Saham |
| Corient Private Wealth LP | $1.025.370 | 108.144 | 0,31% | Saham |
| DENALI ADVISORS LLC | $1.001.847 | 105.680 | 0,31% | Saham |
| United Advisor Group, LLC | $957.129 | 100.963 | 0,29% | Saham |
| Garde Capital, Inc. | $920.575 | 97.107 | 0,28% | Saham |
| HB Wealth Management, LLC | $918.286 | 96.865 | 0,28% | Saham |
| Stratos Wealth Partners, LTD. | $890.620 | 93.947 | 0,27% | Saham |
| Creative Planning | $860.374 | 90.757 | 0,26% | Saham |
| XTX Topco Ltd | $837.274 | 88.320 | 0,26% | Saham |
| STEEL GROVE CAPITAL ADVISORS, LLC | $815.744 | 86.049 | 0,25% | Saham |
| HighTower Advisors, LLC | $780.392 | 82.320 | 0,24% | Saham |
| Cordoba Advisory Partners LLC | $779.551 | 79.546 | 0,24% | Saham |
| Meridian Wealth Management, LLC | $749.652 | 79.077 | 0,23% | Saham |
| Arax Advisory Partners | $746.628 | 78.758 | 0,23% | Saham |
| Icon Wealth Advisors, LLC | $706.159 | 74.489 | 0,22% | Saham |
| OLYMPUS WEALTH MANAGEMENT, LLC | $701.190 | 62.328 | 0,21% | Saham |
| FreeGulliver LLC | $688.836 | 72.662 | 0,21% | Saham |
| TT Capital Management LLC | $681.138 | 71.850 | 0,21% | Saham |
| Virtus Investment Advisers, LLC | $642.242 | 67.747 | 0,20% | Saham |
| PFG Investments, LLC | $639.008 | 67.406 | 0,19% | Saham |
| GUGGENHEIM CAPITAL LLC | $619.366 | 65.334 | 0,19% | Saham |
| Argentarii, LLC | $611.100 | 63.000 | 0,19% | Saham |
| BLAIR WILLIAM & CO/IL | $609.374 | 64.280 | 0,19% | Saham |
| All Terrain Financial Advisors, LLC | $601.923 | 63.494 | 0,18% | Saham |
| Texas Yale Capital Corp. | $599.231 | 63.210 | 0,18% | Saham |
| BROWN ADVISORY INC | $599.127 | 63.199 | 0,18% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $586.812 | 61.900 | 0,18% | Opsi beli |
| CIDEL ASSET MANAGEMENT INC | $570.700 | 60.200 | 0,17% | Saham |
| Invesco Ltd. | $559.320 | 59.000 | 0,17% | Saham |
| U.S. Capital Wealth Advisors, LLC | $479.313 | 53.977 | 0,15% | Saham |
| Almitas Capital LLC | $474.000 | 50.000 | 0,14% | Saham |
| Delphi Financial Group, Inc. | $447.238 | 47.177 | 0,14% | Saham |
| Garner Asset Management Corp | $427.028 | 45.045 | 0,13% | Saham |
| AXXCESS WEALTH MANAGEMENT, LLC | $419.841 | 44.287 | 0,13% | Saham |
| Founders Financial Alliance, LLC | $411.983 | 43.458 | 0,13% | Saham |
| Closed-End Fund Advisors, Inc. | $395.714 | 41.742 | 0,12% | Saham |
| BluePointe Capital Management, LLC | $390.062 | 32.210 | 0,12% | Saham |
| Autumn Glory Partners, LLC | $388.140 | 40.943 | 0,12% | Saham |
| Jefferies Financial Group Inc. | $372.517 | 39.295 | 0,11% | Saham |
| Cohen Capital Management, Inc. | $366.820 | 38.694 | 0,11% | Saham |
| Kendall Capital Management | $366.639 | 38.675 | 0,11% | Saham |
| Black Maple Capital Management LP | $355.500 | 37.500 | 0,11% | Saham |
| WEALTH ALLIANCE, LLC | $341.621 | 36.036 | 0,10% | Saham |
| Ascent Capital Management, LLC | $328.796 | 32.330 | 0,10% | Saham |
| MAS Advisors LLC | $328.368 | 32.288 | 0,10% | Saham |
| Tyche Wealth Partners LLC | $323.268 | 34.100 | 0,10% | Saham |
| UBS Group AG | $322.301 | 33.998 | 0,10% | Saham |
| Investment Partners Asset Management, Inc. | $319.704 | 33.724 | 0,10% | Saham |
| Crestwood Advisors Group, LLC | $312.603 | 32.975 | 0,10% | Saham |
| Parallel Advisors, LLC | $312.423 | 32.956 | 0,10% | Saham |
| INDEPENDENT FINANCIAL GROUP, LLC | $294.525 | 31.068 | 0,09% | Saham |
| Caption Management, LLC | $294.496 | 31.065 | 0,09% | Saham |
| COMMONWEALTH EQUITY SERVICES, LLC | $290.400 | 30.633 | 0,09% | Saham |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $285.592 | 32.380 | 0,09% | Saham |
| Private Advisor Group, LLC | $282.276 | 29.776 | 0,09% | Saham |
Orang dalam perusahaan 21 orang dalam · 12 pejabat · 9 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Vivek Bantwal | Co-Chief Executive Officer | 12 Sep. 2025 P | 22.000 | 1 | 0 | $249.920 |
| David Miller | Co-Chief Executive Officer and Co-President. | 8 Mei 2023 P | 20.000 | 0 | 0 | $0 |
| Brendan Mcgovern, | Chief Executive Officer and President | 12 Okt. 2020 A | 53.890 | 0 | 0 | $0 |
| Jonathan Lamm, | CFO & Treasurer | 2 Maret 2021 S | 10.945 | 0 | 0 | $0 |
| Tucker Greene | President and Chief Operating Officer | 12 Nov. 2025 P | 10.500 | 1 | 0 | $103.530 |
| Jon Yoder, | Chief Operating Officer | 20 Maret 2020 P | 11.000 | 0 | 0 | $0 |
| John Lanza | Principal Accounting Officer. | 22 Nov. 2024 S | 0 | 0 | 0 | $0 |
| David Yu, | Executive Vice President and Head of Research | 12 Okt. 2020 A | 11.223 | 0 | 0 | $0 |
| Jordan Walter | Executive Vice President | 27 Maret 2020 P | 4.577 | 0 | 0 | $0 |
| Michael Mastropaolo | Executive Vice President | 23 Maret 2020 P | 5.075 | 0 | 0 | $0 |
| Salvatore Lentini, | Executive Vice President | 11 Jan. 2017 L | 1.733 | 0 | 0 | $0 |
| Scott Turco, | Executive Vice President | 17 Maret 2015 P | 2.500 | 0 | 0 | $0 |
| Timothy J Leach | Direktur | 10 Juni 2026 P | 19.675 | 1 | 0 | $18.116 |
| Carlos E Evans | Direktur | 2 April 2026 P | 64.446 | 1 | 0 | $451.000 |
| Susan B Mcgee | Direktur | 11 Maret 2021 P | 21.787 | 0 | 0 | $0 |
| Ann B Lane | Direktur | 10 Maret 2021 P | 16.890 | 0 | 0 | $0 |
| Richard A Mark | Direktur | 12 Okt. 2020 A | 17.667 | 0 | 0 | $0 |
| Katherine Uniacke | Direktur | 12 Okt. 2020 A | 22.557 | 0 | 0 | $0 |
| Ross Jay Kari | Direktur | 20 Maret 2020 P | 10.000 | 0 | 0 | $0 |
| Jaime Ardila | Direktur | 9 Maret 2020 P | 19.414 | 0 | 0 | $0 |
| John P Coblentz JR | Direktur | 17 Maret 2015 P | 5.523 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Kepemilikan ETF Dimiliki oleh 5 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 |
|---|---|---|---|---|
| KBWD · Invesco Exchange-Traded Fund Trust … | 3,67% | 1.585.602 | 8 Agu 2026 | Harian |
| VPC · ETFis Series Trust I | 2,23% | 75.330 NS | 30 April 2026 | N-PORT |
| PEX · ProShares Trust | 1,65% | 20.491 NS | 31 Mei 2026 | N-PORT |
| PSP · Invesco Exchange-Traded Fund Trust | 0,25% | 62.550 | 8 Agu 2026 | Harian |
| LBO · EA Series Trust | 0,01% | 91 NS | 30 April 2026 | N-PORT |