PIPR Piper Sandler Companies Common Stock

NYSE · Financial Services · Visualizza su SEC EDGAR ↗
$74,03
Prezzo · Ago 18, 2026
Fondamentali al Ago 5, 2026

Informazioni su Piper Sandler Companies Common Stock Panoramica della società da Wikipedia

Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.

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Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.

Founded in 1895 and headquartered in Minneapolis, Minnesota, Piper Sandler has more than 60 offices spanning across six countries.

History

Piper Sandler's roots can be traced back to 1895 when George Lane established George B. Lane, Commercial Paper and Collateral Loans & Co., a commercial paper brokerage, in Minneapolis. In 1913, Piper, Jaffray & Co. was established as another commercial paper business by H.C. Piper Sr. and Clive Palmer Jaffray. In 1917, George B. Lane & Co. merged with Piper, Jaffray & Co. to form Lane, Piper & Jaffray.

The firm first obtained a seat on the New York Stock Exchange in 1931 with the acquisition of Hopwood & Company, which had been devastated by the stock market crash. In 1971, Piper Jaffray & Hopwood became the first regional brokerage firm to offer its own stock for public sales, becoming a publicly held corporation. Later, in 1986, Piper's common stock began trading on the NASDAQ under the ticker symbol PIPR.

In 1992, the name of the broker-dealer changed from Piper Jaffray & Hopwood Incorporated to Piper Jaffray Inc.

In 1998, the firm was acquired by U.S. Bancorp, also based in Minneapolis, for $730 million in cash. From 1999 to 2003, the firm was known as U.S. Bancorp Piper Jaffray. In 2003, U.S. Bancorp spun off Piper Jaffray in a stock dividend to its shareholders, making the company independent once again under the symbol PJC. In 2006, the company sold its brokerage business to Zurich-based UBS for $510 million in cash. The business had approximately 800 brokers at that time.

On July 9, 2019, Piper Jaffray announced the purchase of leading financial services investment bank Sandler O'Neill for $485M; the new combined firm is named Piper Sandler Companies. Piper Jaffray CEO Chad Abraham would continue to lead the combined company.

Acquisition history

2004: Piper Jaffray acquired Vie Securities, LLC.

2007: Piper Jaffray acquires FAMCO, acquires Hong Kong–based investment bank Goldbond Capital Holdings Limited

2010: Piper Jaffray acquires Advisory Research, Inc.

2013: Piper Jaffray acquires Seattle-Northwest Securities Corporation, acquires Edgeview Partners, L.P.

2015: Piper Jaffray acquires River Branch Holdings

2016: Piper Jaffray acquires Simmons & Company International

2019: Piper Jaffray acquires Weeden & Co., L.P.

2020: Piper Jaffray acquires Sandler O'Neill + Partners, becoming Piper Sandler Companies. Piper Sandler acquires The Valence Group, acquires TRS Advisors

2022: Piper Sandler acquires Cornerstone Macro, acquires Stamford partners LLC, acquires DBO Partners

Regulator fines

In 2002, Piper Sandler was fined $25 million by state and federal regulators to settle charges of providing biased stock ratings as part of the Global Analyst Research Settlements. Other firms, including JP Morgan, Goldman Sachs, Merrill Lynch, UBS, Deutsche Bank, and Morgan Stanley, were fined for similar reasons. Piper Sandler agreed to implement structural changes to its research and investment banking programs to restore confidence in its business.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

PIPR Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$74.03
Capitalizzazione di Mercato
$5.00B
P/E (TTM)
18.7
EPS (TTM)
$15.82
Ricavi (TTM)
$1.90B
Rendimento div.
2.3%
ROE
21.6%
D/E Debito/Patrimonio
0.0
Intervallo 52 sett.
$69 – $95

PIPR Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $1.90B
10-point trend, +147.3%
2016-12-31 2025-12-31
EPS $15.82
10-point trend, +1014.5%
2016-12-31 2025-12-31
Flusso di cassa libero
Margini 14.8%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
PIPR
Mediana dei peer
P/E (TTM)
5-point trend, +97.6%
18.7
19.6
P/S (TTM)
5-point trend, +143.7%
2.6
2.7
P/B
5-point trend, +76.1%
3.6
4.3

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
PIPR
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
5-point trend, +8.3%
14.8%
14.2%
ROA
5-point trend, -5.0%
11.6%
3.0%
ROE
5-point trend, -26.5%
21.6%
20.2%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
PIPR
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, -84.0%
0.0

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
PIPR
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, -6.7%
24.3%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, -6.7%
9.9%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, -6.7%
8.7%
EPS YoY
5-point trend, -3.7%
54.5%
Net Income YoY (Utile Netto YoY)
5-point trend, +1.0%
55.3%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
PIPR
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -3.7%
$15.82

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
PIPR
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +13.7%
40.6%

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
2.3%
Rapporto di Distribuzione Utili
40.6%
CAGR Dividendi 5Y
Data ex-dividendoImporto
29 Maggio 2026$0,2000
03 Marzo 2026$1,4250
25 Novembre 2025$0,1750
29 Agosto 2025$0,1750
30 Maggio 2025$0,1625
04 Marzo 2025$0,9125
22 Novembre 2024$0,1625
29 Agosto 2024$0,1625
23 Maggio 2024$0,1500
01 Marzo 2024$0,4000
20 Novembre 2023$0,1500
24 Agosto 2023$0,1500
25 Maggio 2023$0,1500
02 Marzo 2023$0,4625
22 Novembre 2022$0,1500
25 Agosto 2022$0,1500
26 Maggio 2022$0,1500
01 Marzo 2022$1,2750
22 Novembre 2021$0,8875
26 Agosto 2021$0,1375

PIPR Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 11 analisti
  • Acquisto forte 3 27,3%
  • Compra 5 45,5%
  • Mantieni 2 18,2%
  • Vendi 1 9,1%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

4 analisti · 2026-08-19
Target mediano $87.25 +17,9%
Target medio $87.12 +17,7%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.22%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $1.04 $0.88 0.16%
31 Marzo 2026 $1.00 $0.95 0.05%
31 Dicembre 2025 $1.72 $1.22 0.50%
30 Settembre 2025 $0.95 $0.82 0.14%
30 Giugno 2025 $0.74 $0.57 0.17%
31 Marzo 2025 $1.02 $0.73 0.30%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
PIPR $1.43B 5.4 24.3% 14.8% 21.6%
FRHC $8.88B 57.7 9.3% 7.0% 11.3%
VIRT 6.5 26.2% 12.9% 58.4%
HLI 23.1 9.6% 16.3% 18.6%
SNEX $5.27B 17.1 32.5% 0.23% 14.4% 3.1%
MC 51.4%
BGC 28.8 30.0%
PJT 14.8% 10.5% 72.7%
LAZ 22.4 1.5% 7.4% 31.4%
BULL
LCLN

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 10
Dati annuali Conto Economico per PIPR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +182.9% $1.90B $1.53B $1.36B $1.44B $2.04B $1.25B $846M $758M $844M $770M $696M $673M
Interest Income 12-point trend, -24.2% $37M $33M $27M $20M $7M $13M $27M $33M $32M $33M $42M $49M
Pretax Income 12-point trend, +239.5% $375M $218M $123M $134M $442M $69M $119M $72M $79M $-31M $86M $110M
Income Tax 12-point trend, +123.9% $81M $61M $24M $33M $111M $19M $25M $18M $54M $-17M $28M $36M
Net Income 12-point trend, +345.3% $281M $181M $85M $111M $279M $41M $112M $57M $-62M $-22M $52M $63M
EPS (Basic) 12-point trend, +335.3% $16.89 $11.44 $5.72 $7.92 $19.52 $2.94 $7.90 $3.78 $-5.07 $-1.73 $3.34 $3.88
EPS (Diluted) 12-point trend, +308.8% $15.82 $10.24 $4.96 $6.52 $16.43 $2.72 $7.69 $3.72 $-4.99 $-1.73 $3.34 $3.87
Shares (Basic) 12-point trend, +11.3% 16,658,000 15,838,000 14,958,000 13,982,000 14,265,000 13,781,000 13,555,000 13,234,000 12,807,000 12,674,000 14,368,000 14,971,000
Shares (Diluted) 12-point trend, +18.4% 17,785,000 17,695,000 17,224,000 16,965,000 16,955,000 14,901,000 13,937,000 13,425,000 12,978,000 12,779,000 14,389,000 15,025,000
EBITDA 12-point trend, +228.3% $17M $17M $18M $16M $13M $11M $9M $8M $7M $6M $5M $5M
Stato Patrimoniale 18
Dati annuali Stato Patrimoniale per PIPR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 8-point trend, +6019.4% · · · · $971M $508M $250M $50M $34M $70M $190M $16M
PP&E (Net) 12-point trend, +325.6% $77M $59M $61M $68M $52M $44M $30M $32M $25M $25M $19M $18M
PP&E (Gross) 12-point trend, +154.4% $167M $166M $152M $144M $129M $119M $96M $91M $81M $84M $71M $65M
Accum. Depreciation 12-point trend, +88.7% $89M $107M $91M $76M $77M $75M $66M $59M $56M $58M $52M $47M
Goodwill 12-point trend, +50.7% $319M $312M $302M $301M $228M $228M $88M $82M $82M $196M $218M $212M
Intangibles 12-point trend, +224.9% $100M $108M $116M $136M $120M $150M $17M $4M $9M $37M $31M $31M
Total Assets 12-point trend, -1.2% $2.59B $2.26B $2.14B $2.18B $2.57B $2.00B $1.63B $1.35B $2.02B $2.13B $2.14B $2.62B
Short-term Debt 11-point trend, -96.0% $15M $10M $30M $0 · $0 $50M $50M $290M $419M $446M $378M
Total Liabilities 12-point trend, -39.0% $1.01B $840M $842M $928M $1.34B $1.07B $822M $615M $1.28B $1.31B $1.31B $1.65B
Long-term Debt 5-point trend, -100.0% · · $0 $125M $125M $195M $175M · · · · ·
Total Debt 10-point trend, -96.0% $15M $10M $30M · · $0 $50M $50M $290M $419M $446M $378M
Common Stock 12-point trend, +299.5% $779.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K
Retained Earnings 12-point trend, +221.0% $729M $562M $454M $453M $450M $271M $259M $183M $176M $257M $279M $227M
Treasury Stock 12-point trend, +122.6% $319M $315M $356M $442M $313M $289M $284M $300M $274M $284M $248M $143M
AOCI 12-point trend, +624.9% $3M $-1M $-894.0K $-2M $-964.0K $-197.0K $-872.0K $-1M $-1M $-3M $-189.0K $377.0K
Stockholders' Equity 12-point trend, +67.2% $1.37B $1.23B $1.09B $1.05B $1.06B $829M $731M $677M $693M $759M $784M $820M
Liabilities + Equity 12-point trend, -1.2% $2.59B $2.26B $2.14B $2.18B $2.57B $2.00B $1.63B $1.35B $2.02B $2.13B $2.14B $2.62B
Shares Outstanding 12-point trend, +342.1% 67,483,432 16,111,723 15,200,149 13,673,064 14,129,519 13,776,025 13,717,315 12,995,397 12,911,149 12,391,970 13,311,016 15,265,420
Flusso di cassa 16
Dati annuali Flusso di cassa per PIPR
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +228.3% $17M $17M $18M $16M $13M $11M $9M $8M $7M $6M $5M $5M
Stock-based Comp 12-point trend, +330.8% $124M $103M $94M $131M $171M $122M $32M $44M $40M $56M $49M $29M
Deferred Tax 12-point trend, +156.7% $5M $17M $14M $-33M $-54M $-39M $25M $-3M $18M $-31M $-13M $-10M
Amort. of Intangibles 12-point trend, +7.8% $10M $10M $19M $15M $30M $45M $4M $5M $10M $21M $8M $9M
Restructuring 11-point trend, -50.2% $5M $-42.0K $8M $6M $4M $6M $7M $3M $0 $9M $9M ·
Other Non-cash 12-point trend, +215.1% $159M $-5M $65M $-449M $298M $646M $-110M $399M $250M $39M $287M $-138M
Operating Cash Flow 12-point trend, +1271.6% $587M $313M $276M $-225M $707M $780M $68M $510M $203M $-3M $380M $-50M
Investing Cash Flow 12-point trend, -710.4% $-44M $-32M $-10M $-127M $-21M $-435M $27M $-16M $-8M $-84M $-16M $-5M
Debt Issued 4-point trend, +0.00 · · · · $0 $0 $175M $0 · · · ·
Net Debt Issued 6-point trend, +0.00 $0 $0 $-125M $0 $-70M $0 · · · · · ·
Stock Repurchased 12-point trend, +1052.0% $125M $66M $71M $187M $70M $22M $51M $71M $25M $71M $133M $11M
Net Stock Activity 12-point trend, -1052.0% $-125M $-66M $-71M $-187M $-70M $-22M $-51M $-71M $-25M $-71M $-133M $-11M
Dividends Paid 11-point trend, +114146000.00 $114M $74M $84M $108M $99M $28M $36M $47M $19M $0 $0 ·
Financing Cash Flow 12-point trend, -320.5% $-219M $-181M $-250M $-250M $-223M $-88M $105M $-477M $-233M $-112M $-189M $-52M
Net Change in Cash 12-point trend, +402.9% $327M $100M $17M $-605M $463M $258M $200M $17M $-8M $-149M $174M $-108M
Taxes Paid 12-point trend, -29.9% $41M $11M $19M $85M $166M $29M $10M $17M $32M $27M $32M $59M
Redditività 5
Dati annuali Redditività per PIPR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +57.5% 14.8% 11.8% 6.3% 7.7% 13.6% 3.2% 13.2% 7.1% -6.9% -2.9% 7.5% 9.4%
Pretax Margin 12-point trend, +20.0% 19.7% 14.3% 9.0% 9.4% 21.6% 5.5% 14.1% 9.3% -3.3% -4.0% 12.4% 16.4%
EBITDA Margin 12-point trend, +15.2% 0.91% 1.1% 1.3% 1.1% 0.62% 0.85% 1.1% 1.1% 0.82% 0.83% 0.73% 0.79%
ROA 12-point trend, +353.1% 11.6% 8.2% 4.0% 4.7% 12.2% 2.2% 7.5% 3.4% -3.0% -1.0% 2.2% 2.6%
ROE 12-point trend, +166.3% 21.6% 15.7% 8.0% 10.5% 29.4% 5.2% 15.9% 8.3% -8.5% -2.9% 6.5% 8.1%
Liquidità e Solvibilità 1
Dati annuali Liquidità e Solvibilità per PIPR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Debt / Equity 10-point trend, -97.6% 0.0 0.0 0.0 · · 0.0 0.1 0.1 0.4 0.6 0.6 0.5
Efficienza 1
Dati annuali Efficienza per PIPR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +188.4% 0.8 0.7 0.6 0.6 0.9 0.7 0.6 0.5 0.4 0.4 0.3 0.3
Per Azione 7
Dati annuali Per Azione per PIPR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +51.3% $81.26 $76.21 $71.41 $77.09 $75.18 $60.21 $53.31 $52.13 $53.70 $61.27 $58.87 $53.71
Revenue / Share 12-point trend, +139.0% $107.07 $86.56 $78.85 $84.59 $120.42 $84.07 $60.72 $59.66 $68.98 $60.25 $48.39 $44.81
Cash Flow / Share 12-point trend, +1089.8% $32.98 $17.70 $16.00 $-13.26 $41.70 $52.33 $4.86 $37.98 $17.89 $3.82 $26.38 $-3.33
Cash / Share 7-point trend, +6511.4% · · · · $68.72 $36.87 $18.23 · $2.62 $3.34 $14.27 $1.04
Dividend / Share 11-point trend, +5.70 $6 $4 $4 $7 $7 $2 $3 $3 $1 $0 $0 ·
Dividend Paid / Share 2-point trend, +148.4% · · · · · · · $47M $19M · · ·
EPS (TTM) 12-point trend, +308.8% $15.82 $10.24 $4.96 $6.52 $16.43 $2.72 $7.69 $3.72 $-4.99 $-1.73 $3.34 $3.87
Tassi di Crescita 10
Dati annuali Tassi di Crescita per PIPR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -61.4% 24.3% 12.8% -5.4% -29.7% 63.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +262.3% 9.9% -9.1% 2.7% · · · · · · · · ·
Revenue CAGR 5Y 8.7% · · · · · · · · · · ·
EPS YoY 5-point trend, -89.2% 54.5% 106.5% -23.9% -60.3% 504.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, +55.1% 34.4% -14.6% 22.2% · · · · · · · · ·
EPS CAGR 5Y 42.2% · · · · · · · · · · ·
Net Income YoY 5-point trend, -90.6% 55.3% 111.9% -22.8% -60.3% 587.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +29.0% 36.5% -13.4% 28.3% · · · · · · · · ·
Net Income CAGR 5Y 47.3% · · · · · · · · · · ·
Dividend CAGR 5Y 32.3% · · · · · · · · · · ·
Valutazione (TTM) 15
Dati annuali Valutazione (TTM) per PIPR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +182.9% $1.90B $1.53B $1.36B $1.44B $2.04B $1.25B $846M $758M $844M $770M $696M $673M
Net Income TTM 12-point trend, +345.3% $281M $181M $85M $111M $279M $41M $112M $57M $-62M $-22M $52M $63M
Market Cap 12-point trend, +546.3% $1.43B $1.21B $665M $445M $631M $348M $274M $214M $278M $225M $134M $222M
Enterprise Value 6-point trend, -127.5% · · · · · $-160M $74M · $535M $602M $391M $584M
P/E 12-point trend, +43.1% 5.4 7.3 8.8 5.0 2.7 9.3 2.6 4.4 -4.3 -10.5 3.0 3.8
P/S 12-point trend, +128.5% 0.8 0.8 0.5 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.2 0.3
P/B 12-point trend, +286.5% 1.0 1.0 0.6 0.4 0.6 0.4 0.4 0.3 0.4 0.3 0.2 0.3
P / Tangible Book 6-point trend, +95.8% 1.5 1.5 1.0 0.7 0.9 0.8 · · · · · ·
P / Cash Flow 12-point trend, +155.2% 2.4 3.9 2.4 -2.0 0.9 0.4 4.0 0.4 1.2 4.6 0.4 -4.4
EV / EBITDA 6-point trend, -113.6% · · · · · -15.0 8.0 · 73.2 94.1 76.6 110.1
EV / Revenue 6-point trend, -114.8% · · · · · -0.1 0.1 · 0.6 0.8 0.6 0.9
Dividend Yield 11-point trend, +0.08 8.0% 6.1% 12.7% 24.2% 15.8% 8.1% 13.0% 22.1% 6.8% 0.00% 0.00% ·
Earnings Yield 12-point trend, -30.1% 18.6% 13.7% 11.3% 20.0% 36.8% 10.8% 38.5% 22.6% -23.1% -9.5% 33.1% 26.7%
Payout Ratio 9-point trend, +232.6% 40.6% 40.7% 98.8% 97.2% 35.7% 69.5% 31.9% 82.7% -30.6% · · ·
Annual Payout 11-point trend, +114146000.00 $114M $74M $84M $108M $99M $28M $36M $47M $19M $0 $0 ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $1.90B$1.53B$1.36B$1.44B$2.04B
Utile netto $281M$181M$85M$111M$279M
EPS Diluito $15.82$10.24$4.96$6.52$16.43
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 0.00.00.0

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Proprietari istituzionali (13F) 32 filer · $714.7M totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
0 (-2 vs trimestre precedente) 11 (-357 vs trimestre precedente) 1 (-14 vs trimestre precedente) 3 (+2 vs trimestre precedente) -330K

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD GROUP INC $675.249.720 1.987.724 94,48% Azioni
Mesirow Institutional Investment Management, Inc. $10.905.582 36.358 1,53% Azioni
Nuveen Asset Management, LLC $9.920.546 33.074 1,39% Azioni
EFG Asset Management (North America) Corp. $4.329.807 12.464 0,61% Azioni
KING LUTHER CAPITAL MANAGEMENT CORP $3.843.497 53.131 0,54% Azioni
Orion Portfolio Solutions, LLC $3.777.694 15.254 0,53% Azioni
WOLVERINE TRADING, LLC $1.707.580 4.842 0,24% Azioni
Glenmede Investment Management, LP $1.193.992 3.441 0,17% Azioni
Toroso Investments, LLC $575.469 1.694 0,08% Azioni
Truepoint, Inc. $562.299 7.773 0,08% Azioni
H D Vest Advisory Services $509.487 1.833 0,07% Azioni
WOLVERINE TRADING, LLC $423.192 1.200 0,06% Opzione Call
CIBC WORLD MARKETS CORP $393.384 1.158 0,06% Azioni
SCHULHOFF & CO INC $392.950 5.432 0,05% Azioni
CIBC Private Wealth Group LLC $270.999 781 0,04% Azioni
WOLVERINE TRADING, LLC $246.862 700 0,03% Opzione Put
FULLCIRCLE WEALTH LLC $240.064 735 0,03% Azioni
Investors Research Corp $107.170 1.400 0,01% Azioni
Greenwich Wealth Management LLC $30.441 420.805 0,00% Azioni
PROEQUITIES, INC. $16.939 55 0,00% Azioni
COMERICA BANK $15.128 45 0,00% Azioni
FSA Wealth Management LLC $14.227 41 0,00% Azioni
Cassady Schiller Wealth Management, LLC $4.799 16 0,00% Azioni
Lindbrook Capital, LLC $3.220 13 0,00% Azioni
West Oak Capital, LLC $520 150 0,00% Azioni
Pineridge Advisors LLC $351 1 0,00% Azioni
Parkworth Wealth Management, Inc. $278 1 0,00% Azioni
SHELL ASSET MANAGEMENT CO $273 787 0,00% Azioni
HUNTINGTON NATIONAL BANK $73 1 0,00% Azioni
Harvest Fund Management Co., Ltd $70 912 0,00% Azioni
Hemington Wealth Management $12 37 0,00% Azioni
Motiv8 Investments LLC $2 6 0,00% Azioni

Insider aziendali 54 insider · 1 dirigenti · 7 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Benjamin T May Head of Fixed Income Services 15 Maggio 2008 A 37.967 0 0 $0
Ann C Gallo Direttore 30 Giugno 2026 A 8.071 0 0 $0
Brian R Sterling Direttore 30 Giugno 2026 A 104.910 0 0 $0
Philip Soran Direttore 30 Giugno 2026 A 81.633 0 1 $-189.596
Robbin Mitchell Direttore 12 Giugno 2026 A 15.755 0 0 $0
Scott C Taylor Direttore 12 Giugno 2026 A 68.014 0 0 $0
Victoria M Holt Direttore 12 Giugno 2026 A 31.863 0 0 $0
Stuart Essig Direttore 20 Maggio 2026 A 2.575 0 0 $0
Thomas S Schreier JR 20 Maggio 2026 A 32.479 0 0 $0
Jean-Paul M Peltier 26 Febbraio 2026 F 37.587 0 0 $0
Jonathan J Doyle 04 Agosto 2025 S 132.910 0 0 $0
Sherry M Smith 13 Giugno 2025 A 10.831 0 0 $0
William R Fitzgerald 13 Giugno 2025 A 25.517 0 0 $0
James P Baker 16 Maggio 2025 P 59.867 0 0 $0
Michael R Dillahunt 27 Febbraio 2025 F 19.487 0 0 $0
John W Geelan 27 Febbraio 2025 F 14.645 0 0 $0
Chad R Abraham 27 Febbraio 2025 F 53.558 0 0 $0
Debbra L. Schoneman 27 Febbraio 2025 F 7.774 0 0 $0
Katherine Patricia Clune 16 Febbraio 2025 F 13.256 0 0 $0
Timothy L Carter 24 Febbraio 2023 F 18.688 0 0 $0
Addison L Piper 12 Marzo 2021 A 31.542 0 0 $0
Scott R Larue 25 Febbraio 2021 G 51.732 0 0 $0
Kristine B Johnson 13 Dicembre 2019 A 11.794 0 0 $0
Andrew S Duff 16 Febbraio 2019 F 185.485 0 0 $0
Michele Volpi 17 Maggio 2018 F 12.342 0 0 $0
Francis E Fairman IV 02 Febbraio 2018 S 47.469 0 0 $0
Christopher D Crawshaw 04 Agosto 2017 S 26.583 0 0 $0
Thomas Gregory Smith 31 Luglio 2017 S 15.279 0 0 $0
Martin Bradley Winges 28 Luglio 2017 S 46.133 0 0 $0
Christine N Esckilsen 22 Maggio 2017 M 8.425 0 0 $0
Jeffrey P Klinefelter 22 Maggio 2017 M 54.759 0 0 $0
Michael E Frazier 11 Maggio 2017 A 161.639 0 0 $0
Stuart C. Harvey JR 08 Novembre 2016 P 4.000 0 0 $0
Lisa Polsky 13 Maggio 2015 A 14.254 0 0 $0
Michael Francis 30 Gennaio 2014 M 12.751 0 0 $0
Hope B Woodhouse 08 Maggio 2013 A 8.613 0 0 $0
Brien M O'Brien 27 Febbraio 2013 S 116.616 0 0 $0
Ronald T Firebaugh 15 Maggio 2012 A 41.000 0 0 $0
Robert W Peterson 15 Maggio 2012 A 102.760 0 0 $0
Jean M Taylor 09 Maggio 2012 A 9.483 0 0 $0
Frank L Sims 09 Maggio 2012 A 17.483 0 0 $0
James L Chosy 01 Marzo 2012 G 3.827 0 0 $0
Thomas P Schnettler 15 Febbraio 2011 A 167.249 0 0 $0
David I Wilson 15 Maggio 2010 F 37.087 0 0 $0
Virginia Gambale 05 Maggio 2010 A 3.033 0 0 $0
Alex Po-Ming Ko 16 Febbraio 2010 A 6.828 0 0 $0
Jon W Salveson 16 Febbraio 2010 A 125.444 0 0 $0
Samuel L Kaplan 07 Maggio 2009 A 3.000 0 0 $0
Richard A Zona 02 Maggio 2006 A 2.589 0 0 $0
Sandra G Sponem 21 Febbraio 2006 A 12.060 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 34 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
XSHQ · Invesco Exchange-Traded Fund Trust … 1,29% 55.400 SH 08 Agosto 2026 Giornaliero
PSCF · Invesco Exchange-Traded Fund Trust … 1,09% 3.994 SH 08 Agosto 2026 Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe… 0,90% 34.635 SH 08 Agosto 2026 Giornaliero
IAI · iShares Trust 0,45% 81.917 SH 08 Agosto 2026 Giornaliero
IWO · iShares Trust 0,33% 647.155 SH 08 Agosto 2026 Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust … 0,32% 11.077 SH 08 Agosto 2026 Giornaliero
XJR · iShares Trust 0,31% 7.985 SH 08 Agosto 2026 Giornaliero
IJT · iShares Trust 0,30% 338.817 SH 08 Agosto 2026 Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS 0,30% 75.680 SH 08 Agosto 2026 Giornaliero
VIOG · VANGUARD ADMIRAL FUNDS 0,29% 43.436 SH 08 Agosto 2026 Giornaliero
IJR · iShares Trust 0,27% 4.121.211 SH 08 Agosto 2026 Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS 0,26% 236.298 SH 08 Agosto 2026 Giornaliero
IJS · iShares Trust 0,25% 276.716 SH 08 Agosto 2026 Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS 0,24% 65.961 SH 08 Agosto 2026 Giornaliero
SMLF · iShares Trust 0,21% 121.248 SH 08 Agosto 2026 Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust 0,17% 67.232 SH 08 Agosto 2026 Giornaliero
IWM · iShares Trust 0,17% 1.809.864 SH 08 Agosto 2026 Giornaliero
ISCG · iShares Trust 0,16% 21.245 SH 08 Agosto 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,15% 406.766 SH 08 Agosto 2026 Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust … 0,12% 34.320 SH 08 Agosto 2026 Giornaliero
VBR · VANGUARD INDEX FUNDS 0,10% 982.508 SH 08 Agosto 2026 Giornaliero
ESML · iShares Trust 0,09% 36.218 SH 08 Agosto 2026 Giornaliero
ISCB · iShares Trust 0,08% 2.996 SH 08 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,06% 775.925 SH 08 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,06% 1.548.396 SH 08 Agosto 2026 Giornaliero
VFH · VANGUARD WORLD FUND 0,06% 113.259 SH 08 Agosto 2026 Giornaliero
WSML · iShares Trust 0,05% 4.304 SH 08 Agosto 2026 Giornaliero
VYM · VANGUARD WHITEHALL FUNDS 0,02% 276.833 SH 08 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,01% 2.139.588 SH 08 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 5.724 SH 08 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,01% 15.538 SH 08 Agosto 2026 Giornaliero
ITOT · iShares Trust 0,01% 88.780 SH 08 Agosto 2026 Giornaliero
IWV · iShares Trust 0,01% 18.112 SH 08 Agosto 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 53.553 SH 08 Agosto 2026 Giornaliero