EWBC East West Bancorp, Inc. - Common Stock
East West Bancorp, Inc. - Common Stock 정보 위키백과 회사 개요
East West Bank is an American bank that is the primary subsidiary of East West Bancorp. It is the largest publicly traded bank headquartered in Southern California. The company has been ranked the #1 performing U.S. bank with more than $10 billion in assets by S&P Global Market Intelligence, and the top performing bank in its asset size by Bank Director for three straight years since 2023.
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East West Bank is an American bank that is the primary subsidiary of East West Bancorp. It is the largest publicly traded bank headquartered in Southern California. The company has been ranked the #1 performing U.S. bank with more than $10 billion in assets by S&P Global Market Intelligence, and the top performing bank in its asset size (in excess of $50 billion) by Bank Director for three straight years since 2023.
East West was founded in 1973 in Los Angeles to serve the Chinese American community. As of 2025, the company is involved in commercial banking, residential lending, private equity, media, entertainment, infrastructure, healthcare, clean energy, technology, manufacturing, commercial real estate, and other sectors.
History
In 1973, East West Federal Bank was founded as a federal savings and loan association, focused on serving the Chinese American community in Southern California.
In 1991, during the savings and loan crisis, the company acquired Pacific Coast Savings, which increased the bank's assets from $600 million to $1 billion and expanded operations to San Francisco, California.
In 1992, Dominic Ng was named CEO of the company. East West became a state-chartered commercial bank on July 31, 1995. In 1999, the company acquired First Central Bank for $13.5 million in cash.
In 2004, East West acquired Trust Bank, a Chinese American bank based in Monterey Park, California, with four branches and $235 million in assets, for $32.9 million. In 2005, the company acquired United National Bank, a commercial bank headquartered in San Marino, California, with 11 branches and $665 million in loans receivable, for $177.9 million. In 2006, the company acquired Standard Bank, a Chinese-American bank headquartered in Monterey Park, California, with 6 branches and $923 million in assets, for $200 million.
In 2007, the company acquired Desert Community Bank, a community bank operating in the Victor Valley region of California. Desert Community Bank branches remained branded as such and did not change to East West. In November 2017, East West agreed to sell Desert Community Bank to Flagstar Bank; the deal was completed in March 2018.
In 2009, East West acquired the assets of San Francisco-based United Commercial Bank (UCB), via a transaction facilitated by the Federal Deposit Insurance Corporation. This expanded East West’s reach by 63 branches, including 17 in Southern California, and branches in Houston, Boston, and Atlanta, as well as branches in Hong Kong and China.
In 2010, the company acquired the assets, including four branches, of Washington First International Bank of Seattle, Washington, via a transaction facilitated by the Federal Deposit Insurance Corporation. In 2014, East West acquired MetroCorp Bancshares, which operated as MetroBank, for $268 million in cash and stock.
In 2023, the company was named the top public bank in the United States with more than $10 billion in assets by S&P Global Market Intelligence. That same year, East West celebrated its 50th anniversary and became the largest state-chartered bank in California, surpassing $68 billion in assets.
In 2021, 2023, 2024, and 2025, East West earned recognition as the top performing bank in the $50 billion and above asset size category by Bank Director. As of June 2025, East West has more than $78 billion in assets and over 100 locations in the U.S. and Asia. In September 2024, the company marked its 25th anniversary on the Nasdaq stock exchange, with CEO Dominic Ng ringing the opening bell.
East West is also known for helping finance major films and television shows, including Everything Everywhere All at Once, Yellowstone, and Orange is the New Black.
Philanthropy
2025 wildfire relief
After the January 2025 Southern California wildfires, East West donated $250,000 to the Pasadena Community Foundation’s Eaton Fire Relief and Recovery Fund. The bank contributed an additional $100,000 to the YMCA of Metropolitan Los Angeles, while the bank’s employees created their own relief fund with the company matching contributions. East West’s donations to first responders and nonprofit organizations exceeded $1 million, as of August 2025. For customers, East West activated a “Skip-a-Pay” program, allowing affected homeowners to delay mortgage payments.
The bank also partnered with major museums, foundations, and philanthropists to help launch the “LA Arts Community Fire Relief Fund,” which raised an initial $12 million to support artists and arts workers impacted by the fires.
East West has participated in United Way’s WalkUnited LA. In July 2025, more than 500 East West-affiliated participants joined the walk, raising over $40,000. The bank pledged an additional $100,000 matching grant. East West’s other nonprofit partners include Gold House Foundation, Grameen America, Junior Achievement, Operation Hope, and San Gabriel Habitat for Humanity.
Sponsorships
In 2005, East West signed figure skater Michelle Kwan to be a spokesperson and purchased the naming rights to East West Ice Palace, an ice rink arena in Artesia, California.
In 2023, the company signed professional golfer Rose Zhang to a sponsorship deal.
In 2024, the Los Angeles County Museum of Art (LACMA) announced a new multi-year partnership with East West, which supports exhibitions and educational programs at the museum. East West has also helped LACMA expand its collection.
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EWBC 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
EWBC 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의
10년 성과 매출, 순이익, 마진 및 EPS 추세
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR
| 배당락일 | 금액 |
|---|---|
| 2026년 8월 3일 | $0.8000 |
| 2026년 5월 4일 | $0.8000 |
| 2026년 2월 2일 | $0.8000 |
| 2025년 11월 3일 | $0.6000 |
| 2025년 8월 4일 | $0.6000 |
| 2025년 5월 2일 | $0.6000 |
| 2025년 2월 3일 | $0.6000 |
| 2024년 11월 4일 | $0.5500 |
| 2024년 8월 2일 | $0.5500 |
| 2024년 5월 2일 | $0.5500 |
| 2024년 2월 1일 | $0.5500 |
| 2023년 10월 31일 | $0.4800 |
| 2023년 7월 31일 | $0.4800 |
| 2023년 4월 28일 | $0.4800 |
| 2023년 2월 3일 | $0.4800 |
| 2022년 10월 31일 | $0.4000 |
| 2022년 7월 29일 | $0.4000 |
| 2022년 4월 29일 | $0.4000 |
| 2022년 2월 4일 | $0.4000 |
| 2021년 10월 29일 | $0.3300 |
EWBC 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
- 적극 매수 6 26.1%
- 매수 12 52.2%
- 보유 5 21.7%
- 매도 0 0.0%
- 적극 매도 0 0.0%
12개월 목표 주가
16 명의 애널리스트 · 2026-08-15실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $2.63 | $2.67 | -0.04% |
| 2026년 3월 31일 | $2.57 | $2.52 | 0.05% |
| 2025년 12월 31일 | $2.52 | $2.55 | -0.03% |
| 2025년 9월 30일 | $2.62 | $2.42 | 0.20% |
| 2025년 6월 30일 | $2.28 | $2.29 | -0.01% |
| 2025년 3월 31일 | $2.09 | $2.10 | -0.01% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| EWBC | $15.46B | 11.8 | 12.2% | 45.2% | 15.5% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
| MTB | — | 11.9 | 7.5% | 172.1% | 9.9% | — |
| HBAN | — | — | — | — | — | — |
| CFG | $25.07B | 15.1 | 5.6% | 22.2% | 7.1% | — |
| RF | — | 11.8 | — | 28.6% | 11.4% | — |
| PNFP | $7.41B | 11.8 | 18.3% | 31.2% | 9.5% | — |
| WBS | — | 10.7 | 11.9% | — | — | — |
| FHN | $11.59B | 12.8 | 7.2% | 28.7% | 11.1% | — |
| UMBF | $8.74B | 12.4 | 62.8% | 26.5% | 9.4% | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 11
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | · | · | $55M | $53M | $54M | $52M | |
| Interest Expense | · | · | $1.38B | $275M | $87M | $218M | $414M | $265M | $140M | $105M | |
| Interest Income | $4.29B | $4.19B | $3.69B | $2.32B | $1.62B | $1.60B | $1.88B | $1.65B | $1.33B | $1.14B | |
| Pretax Income | $1.73B | $1.48B | $1.46B | $1.41B | $1.06B | $686M | $844M | $819M | $735M | $572M | |
| Income Tax | $400M | $316M | $299M | $284M | $183M | $118M | $170M | $115M | $229M | $141M | |
| Net Income | $1.33B | $1.17B | $1.16B | $1.13B | $873M | $568M | $674M | $704M | $506M | $432M | |
| EPS (Basic) | $9.58 | $8.39 | $8.23 | $7.98 | $6.16 | $3.99 | $4.63 | $4.86 | $3.50 | $3.00 | |
| EPS (Diluted) | $9.52 | $8.33 | $8.18 | $7.92 | $6.10 | $3.97 | $4.61 | $4.81 | $3.47 | $2.97 | |
| Shares (Basic) | 138,342,000 | 138,898,000 | 141,164,000 | 141,326,000 | 141,826,000 | 142,336,000 | 145,497,000 | 144,862,000 | 144,444,000 | 144,087,000 | |
| Shares (Diluted) | 139,130,000 | 139,958,000 | 141,902,000 | 142,492,000 | 143,140,000 | 142,991,000 | 146,179,000 | 146,169,000 | 145,913,000 | 145,172,000 | |
| EBITDA | $213M | $198M | $163M | $160M | $157M | $120M | $144M | $139M | $150M | $163M |
대차대조표 18
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4.19B | $5.25B | $4.61B | $3.48B | $3.91B | $4.02B | $3.26B | $3.00B | $2.17B | $1.88B | |
| PP&E (Net) | $82M | $82M | $86M | $89M | $97M | $103M | $118M | $119M | $121M | $160M | |
| Accum. Depreciation | $175M | $166M | $158M | $148M | $139M | $128M | $117M | $119M | $112M | $115M | |
| Goodwill | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $469M | $469M | |
| Intangibles | · | · | · | · | · | · | · | · | · | $28M | |
| Total Assets | $80.43B | $75.98B | $69.61B | $64.11B | $60.87B | $52.16B | $44.20B | $41.04B | $37.12B | $34.79B | |
| Short-term Debt | · | · | · | · | · | · | $29M | $58M | $0 | $60M | |
| Total Liabilities | $71.54B | $68.25B | $62.66B | $58.13B | $55.03B | $46.89B | $39.18B | $36.62B | $33.28B | $31.36B | |
| Long-term Debt | · | · | · | · | · | · | · | $147M | $172M | $186M | |
| Total Debt | · | · | · | · | · | · | $29M | $58M | $0 | $60M | |
| Common Stock | $170.0K | $170.0K | $169.0K | $168.0K | $168.0K | $167.0K | $167.0K | $166.0K | $165.0K | $164.0K | |
| Paid-in Capital | $2.11B | $2.03B | $1.98B | $1.94B | $1.89B | $1.86B | $1.83B | $1.79B | $1.76B | $1.73B | |
| Retained Earnings | $8.30B | $7.31B | $6.47B | $5.58B | $4.68B | $4.00B | $3.69B | $3.16B | $2.58B | $2.19B | |
| Treasury Stock | $1.17B | $1.03B | $875M | $769M | $650M | $634M | $480M | $468M | $452M | $439M | |
| AOCI | $-346M | $-585M | $-621M | $-766M | $-90M | $44M | $-18M | $-58M | $-38M | $-48M | |
| Stockholders' Equity | $8.90B | $7.72B | $6.95B | $5.98B | $5.84B | $5.27B | $5.02B | $4.42B | $3.84B | $3.43B | |
| Liabilities + Equity | $80.43B | $75.98B | $69.61B | $64.11B | $60.87B | $52.16B | $44.20B | $41.04B | $37.12B | $34.79B | |
| Shares Outstanding | 137,578,862 | 138,437,299 | 140,027,367 | 140,947,846 | 141,907,954 | 141,565,229 | 145,625,385 | · | · | · |
현금 흐름 15
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $213M | $212M | $174M | $160M | $157M | $120M | $144M | $139M | $150M | $138M | |
| Stock-based Comp | $76M | $46M | $40M | $38M | $33M | $29M | $31M | $31M | $25M | $22M | |
| Deferred Tax | $-8M | $-14M | $-49M | $-44M | $5M | $-42M | $-22M | $-16M | $34M | $27M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | $7M | $8M | |
| Other Non-cash | $-105M | $16M | $110M | $784M | $101M | $18M | $-92M | $26M | $-17M | $-1M | |
| Operating Cash Flow | $1.50B | $1.41B | $1.42B | $2.07B | $1.17B | $693M | $733M | $883M | $703M | $650M | |
| CapEx | · | · | · | · | $6M | $3M | $10M | $14M | $14M | $12M | |
| Investing Cash Flow | $-5.48B | $-6.30B | $-4.25B | $-4.58B | $-9.12B | $-6.87B | $-2.59B | $-3.83B | $-2.51B | $-1.80B | |
| Stock Repurchased | $116M | $143M | $82M | $100M | $0 | $146M | $0 | $0 | · | · | |
| Net Stock Activity | $-116M | $-143M | $-82M | $-100M | $0 | $-146M | · | · | · | · | |
| Financing Cash Flow | $2.90B | $5.53B | $3.96B | $2.11B | $7.84B | $6.91B | $2.13B | $3.80B | $2.07B | $1.68B | |
| Net Change in Cash | $-1.06B | $636M | $1.13B | $-431M | $-105M | $757M | $260M | $827M | $296M | $518M | |
| Taxes Paid | $278M | $247M | $292M | $281M | $139M | $116M | $158M | $86M | $98M | $39M | |
| Free Cash Flow | · | · | · | · | $1.16B | $691M | $726M | $869M | $683M | · | |
| Levered FCF | · | · | · | · | $1.09B | $510M | $395M | $641M | $587M | · |
수익성 5
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 45.2% | 44.6% | 44.5% | 48.1% | 48.0% | 35.2% | 1218.5% | 1311.8% | 35.0% | 35.5% | |
| Pretax Margin | 58.9% | 56.7% | 56.0% | 60.2% | 58.1% | 42.5% | 1525.6% | 1526.2% | 50.9% | 47.1% | |
| EBITDA Margin | 7.3% | 7.6% | 6.3% | 6.8% | 8.6% | 7.4% | 260.6% | 260.0% | 10.4% | 13.4% | |
| ROA | 1.7% | 1.6% | 1.7% | 1.8% | 1.4% | 1.1% | 1.5% | 1.8% | 1.4% | 1.3% | |
| ROE | 15.5% | 15.2% | 17.1% | 19.4% | 15.2% | 10.9% | 13.6% | 16.2% | 13.3% | 12.7% |
유동성 및 지급능력 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 |
효율성 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
성장률 9
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.2% | 0.33% | 11.1% | 29.0% | 12.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.7% | 12.9% | 17.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 14.3% | 1.8% | 3.3% | 29.8% | 53.6% | · | · | · | · | · | |
| EPS CAGR 3Y | 6.3% | 10.9% | 27.3% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 19.1% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 13.7% | 0.38% | 2.9% | 29.2% | 53.8% | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.5% | 10.1% | 26.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.5% | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM) 9
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $61M | $61M | $61M | $61M | $61M | $61M | $55M | $53M | $54M | $52M | |
| Net Income TTM | $1.33B | $1.17B | $1.16B | $1.13B | $873M | $568M | $674M | $704M | $506M | $432M | |
| Market Cap | $15.46B | $13.26B | $10.07B | $9.29B | · | · | · | · | · | · | |
| P/E | 11.8 | 11.5 | 8.8 | 8.3 | 12.9 | 12.8 | 10.6 | 9.0 | 17.5 | 17.1 | |
| P/S | 251.6 | 215.7 | 163.9 | 151.1 | · | · | · | · | · | · | |
| P/B | 1.7 | 1.7 | 1.4 | 1.6 | · | · | · | · | · | · | |
| P / Tangible Book | 1.8 | 1.8 | 1.6 | 1.7 | · | · | · | · | · | · | |
| P / Cash Flow | 10.3 | 9.4 | 7.1 | 4.5 | · | · | · | · | · | · | |
| Earnings Yield | 8.5% | 8.7% | 11.4% | 12.0% | 7.8% | 7.8% | 9.5% | 11.1% | 5.7% | 5.8% |
손익계산서 10
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $481M | $458M | · | $391M | $339M | $236M | · | $76M | |
| Interest Income | $1.08B | $1.06B | $1.07B | $1.13B | $1.06B | $1.03B | $1.06B | $1.08B | $1.03B | $1.02B | $990M | $962M | $906M | $836M | $761M | $628M | |
| Pretax Income | $468M | $457M | $467M | $465M | $402M | $391M | $356M | $389M | $364M | $372M | $327M | $354M | $358M | $421M | $388M | $384M | |
| Income Tax | $104M | $100M | $111M | $97M | $92M | $101M | $63M | $90M | $76M | $87M | $88M | $66M | $46M | $99M | $52M | $89M | |
| Net Income | $364M | $358M | $356M | $368M | $310M | $290M | $293M | $299M | $288M | $285M | $239M | $288M | $312M | $322M | $337M | $295M | |
| EPS (Basic) | $2.65 | $2.59 | $2.55 | $2.68 | $2.25 | $2.10 | $2.12 | $2.16 | $2.07 | $2.04 | $1.71 | $2.03 | $2.21 | $2.28 | $2.38 | $2.10 | |
| EPS (Diluted) | $2.63 | $2.57 | $2.55 | $2.65 | $2.24 | $2.08 | $2.10 | $2.14 | $2.06 | $2.03 | $1.69 | $2.02 | $2.20 | $2.27 | $2.37 | $2.08 | |
| Shares (Basic) | 137,450,000 | 138,054,000 | -275,353,000 | 137,676,000 | 137,818,000 | 138,201,000 | -278,097,000 | 138,606,000 | 138,980,000 | 139,409,000 | -282,901,000 | 141,485,000 | 141,468,000 | 141,112,000 | -283,045,000 | 140,917,000 | |
| Shares (Diluted) | 138,301,000 | 138,919,000 | -277,892,000 | 138,942,000 | 138,789,000 | 139,291,000 | -279,752,000 | 139,648,000 | 139,801,000 | 140,261,000 | -284,009,000 | 142,122,000 | 141,876,000 | 141,913,000 | -285,114,000 | 142,011,000 | |
| EBITDA | · | $62M | · | · | · | $49M | · | · | · | $51M | · | · | · | $33M | · | · |
대차대조표 14
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5.09B | $4.44B | $4.19B | $4.69B | $4.41B | $3.45B | $5.25B | $4.86B | $4.37B | $4.21B | · | $4.56B | $6.38B | $5.93B | · | $2.16B | |
| PP&E (Net) | $186M | $178M | $82M | $79M | $81M | $82M | $82M | $81M | $82M | $84M | · | $88M | $89M | $90M | · | $92M | |
| Accum. Depreciation | $184M | $178M | $175M | $172M | $170M | $169M | $166M | $164M | $162M | $160M | · | $155M | $153M | $151M | · | $146M | |
| Goodwill | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | $466M | · | $466M | $466M | $466M | · | $466M | |
| Total Assets | $84.76B | $82.89B | $80.43B | $79.67B | $78.16B | $76.17B | $75.98B | $74.48B | $72.47B | $70.88B | $69.61B | $68.29B | $68.53B | $67.24B | $64.11B | $62.58B | |
| Total Liabilities | $75.52B | $73.89B | $71.54B | $71.09B | $69.96B | $68.24B | $68.25B | $66.82B | $65.25B | $63.85B | · | $61.69B | $62.07B | $60.94B | · | $56.92B | |
| Common Stock | $171.0K | $171.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | $170.0K | · | $169.0K | $169.0K | $169.0K | · | $168.0K | |
| Paid-in Capital | $2.15B | $2.13B | $2.11B | $2.10B | $2.06B | $2.04B | $2.03B | $2.02B | $2.01B | $1.99B | · | $1.97B | $1.96B | $1.95B | · | $1.93B | |
| Retained Earnings | $8.80B | $8.55B | $8.30B | $8.03B | $7.74B | $7.52B | $7.31B | $7.10B | $6.87B | $6.66B | · | $6.29B | $6.08B | $5.83B | · | $5.30B | |
| Treasury Stock | $1.29B | $1.29B | $1.17B | $1.17B | $1.14B | $1.14B | $1.03B | $1.01B | $1.01B | $971M | · | $792M | $792M | $791M | · | $769M | |
| AOCI | $-414M | $-388M | $-346M | $-376M | $-462M | $-495M | $-585M | $-437M | $-654M | $-663M | · | $-875M | $-782M | $-680M | · | $-800M | |
| Stockholders' Equity | $9.25B | $9.00B | $8.90B | $8.58B | $8.20B | $7.93B | $7.72B | $7.66B | $7.22B | $7.02B | $6.95B | $6.60B | $6.46B | $6.31B | $5.98B | $5.66B | |
| Liabilities + Equity | $84.76B | $82.89B | $80.43B | $79.67B | $78.16B | $76.17B | $75.98B | $74.48B | $72.47B | $70.88B | · | $68.29B | $68.53B | $67.24B | · | $62.58B | |
| Shares Outstanding | 137,010,612 | 136,979,112 | 137,578,862 | 137,568,060 | 137,816,091 | 137,802,089 | 138,437,299 | 138,609,253 | 138,604,437 | 139,121,162 | 140,027,367 | 141,485,949 | 141,483,668 | 141,395,800 | 140,947,846 | 140,917,512 |
현금 흐름 13
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $65M | $62M | $54M | $28M | $81M | $49M | $62M | $50M | $55M | $52M | $-673.0K | $68M | $74M | $33M | $78M | $33M | |
| Stock-based Comp | $17M | $20M | $14M | $36M | $13M | $13M | $11M | $11M | $11M | $13M | $10M | $9M | $9M | $11M | $8M | $12M | |
| Deferred Tax | $8M | $-299.0K | $18M | $-2M | $-2M | $-22M | $-2M | $-4M | $-2M | $-7M | $-50M | $-15.0K | $489.0K | $609.0K | $-38M | $1M | |
| Other Non-cash | · | $-11M | · | · | · | $-53M | · | · | · | $-76M | · | · | · | $-144M | · | · | |
| Operating Cash Flow | $601M | $429M | $713M | $232M | $279M | $278M | $500M | $386M | $259M | $266M | $562M | $382M | $257M | $223M | $450M | $687M | |
| CapEx | $13M | $99M | · | · | $2M | $3M | · | · | · | · | · | · | · | · | · | · | |
| Investing Cash Flow | $-1.46B | $-2.26B | $-1.56B | $-952M | $-934M | $-2.04B | $-1.52B | $-1.50B | $-1.41B | $-1.87B | $-1.35B | $-1.56B | $-707M | $-633M | $-333M | $-275M | |
| Stock Repurchased | $-1.0K | $98M | $1M | $25M | $4M | $85M | $20M | $0 | $41M | $82M | $82M | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-98M | · | · | · | $-85M | · | · | · | $-82M | · | · | · | · | · | · | |
| Financing Cash Flow | $1.50B | $2.07B | $305M | $1.02B | $1.62B | $-46M | $1.42B | $1.59B | $1.31B | $1.20B | $836M | $-645M | $916M | $2.86B | $1.19B | $-130M | |
| Net Change in Cash | $650M | $251M | $-506M | $284M | $962M | $-1.80B | $391M | $494M | $155M | $-404M | $54M | $-1.82B | $444M | $2.45B | $1.32B | $261M | |
| Taxes Paid | $134M | $15M | $14M | $37M | $208M | $19M | $5M | $9M | $194M | $39M | $7M | $29M | $255M | $0 | $48M | $45M | |
| Free Cash Flow | · | $330M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
수익성 5
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 46.0% | 46.2% | · | 47.3% | 44.1% | 41.9% | · | 45.5% | 45.2% | 44.3% | · | 44.4% | 48.4% | 48.9% | · | 47.1% | |
| Pretax Margin | 59.1% | 59.1% | · | 59.8% | 57.2% | 56.5% | · | 59.2% | 57.1% | 57.8% | · | 54.6% | 55.4% | 63.9% | · | 61.3% | |
| EBITDA Margin | · | 8.1% | · | · | · | 7.1% | · | · | · | 7.9% | · | · | · | 4.9% | · | · | |
| ROA | 0.45% | 0.45% | · | 0.48% | 0.41% | 0.39% | · | 0.42% | 0.41% | 0.41% | · | 0.44% | 0.48% | 0.50% | · | 0.48% | |
| ROE | 4.2% | 4.2% | · | 4.5% | 4.0% | 3.9% | · | 4.2% | 4.2% | 4.3% | · | 4.7% | 5.2% | 5.4% | · | 5.2% |
효율성 1
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
가치 평가 (TTM) 10
| 지표 | 추세 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $61M | $61M | · | $61M | $61M | $61M | · | $61M | $61M | $61M | · | $61M | $61M | $61M | · | $61M | |
| Net Income TTM | $1.40B | $1.33B | · | $1.27B | $1.19B | $1.16B | · | $1.16B | $1.17B | $1.21B | · | $1.22B | $1.19B | $1.11B | · | $1.02B | |
| Market Cap | $17.69B | $14.62B | · | $14.64B | $13.92B | $12.37B | · | $11.47B | $10.15B | $11.01B | · | $7.46B | $7.47B | $7.85B | · | $9.46B | |
| P/E | 12.8 | 11.2 | · | 11.7 | 11.9 | 10.8 | · | 10.0 | 8.8 | 9.3 | · | 6.2 | 6.3 | 7.1 | · | 9.4 | |
| P/S | 287.8 | 237.9 | · | 238.3 | 226.4 | 201.2 | · | 186.6 | 165.1 | 179.1 | · | 121.3 | 121.5 | 127.7 | · | 153.9 | |
| P/B | 1.9 | 1.6 | · | 1.7 | 1.7 | 1.6 | · | 1.5 | 1.4 | 1.6 | · | 1.1 | 1.2 | 1.2 | · | 1.7 | |
| P / Tangible Book | 2.0 | 1.7 | · | 1.8 | 1.8 | 1.7 | · | 1.6 | 1.5 | 1.7 | · | 1.2 | 1.2 | 1.3 | · | 1.8 | |
| P / Cash Flow | · | 34.1 | · | · | · | 44.5 | · | · | · | 41.3 | · | · | · | 35.2 | · | · | |
| P / FCF | · | 44.4 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 7.8% | 8.9% | · | 8.6% | 8.4% | 9.3% | · | 10.0% | 11.3% | 10.8% | · | 16.3% | 15.8% | 14.1% | · | 10.6% |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| 순이익 | $1.33B | — | — | $1.17B | — |
| 희석 EPS | $9.52 | — | — | $8.33 | — |
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기관 투자자 (13F) 683개의 제출자 · $9.8B 전체 · 기준일 2026년 6월 30일
분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 110 (+20 이전 분기 대비) | 52 (-1 이전 분기 대비) | 227 (+2 이전 분기 대비) | 199 (+21 이전 분기 대비) | +10.1M |
Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.
| 기관 | 가치 | 주식 | % 추적된 13F 중 | 유형 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $851,374,239 | 6,595,199 | 8.71% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $798,159,468 | 6,182,969 | 8.16% | 주식 |
| FMR LLC | $713,687,833 | 5,528,607 | 7.30% | 주식 |
| STATE STREET CORP | $648,357,752 | 5,022,525 | 6.63% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $574,877,659 | 4,453,309 | 5.88% | 주식 |
| FIRST TRUST ADVISORS LP | $403,383,659 | 3,124,825 | 4.13% | 주식 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $377,898,711 | 2,927,405 | 3.86% | 주식 |
| Capital International Investors | $367,927,991 | 2,850,167 | 3.76% | 주식 |
| Himalaya Capital Management LLC | $358,399,151 | 2,776,351 | 3.67% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $298,647,578 | 2,290,633 | 3.05% | 주식 |
| Capital Research Global Investors | $241,816,939 | 1,873,243 | 2.47% | 주식 |
| NORGES BANK | $213,004,696 | 1,650,048 | 2.18% | 주식 |
| EARNEST PARTNERS LLC | $209,929,127 | 1,626,223 | 2.15% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $201,241,163 | 1,558,921 | 2.06% | 주식 |
| CITADEL ADVISORS LLC | $169,912,002 | 1,316,229 | 1.74% | 주식 |
| JENNISON ASSOCIATES LLC | $128,273,117 | 993,672 | 1.31% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $111,769,607 | 865,827 | 1.14% | 주식 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $96,734,108 | 749,354 | 0.99% | 주식 |
| VANGUARD GROUP INC | $93,900,946 | 835,492 | 0.96% | 주식 |
| Fisher Asset Management, LLC | $92,155,821 | 713,888 | 0.94% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $88,105,291 | 825,265 | 0.90% | 주식 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $83,862,157 | 649,641 | 0.86% | 주식 |
| MILLER HOWARD INVESTMENTS INC /NY | $79,063,799 | 612,470 | 0.81% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $78,353,037 | 606,964 | 0.80% | 주식 |
| Balyasny Asset Management L.P. | $77,280,503 | 598,656 | 0.79% | 주식 |
| GOLDMAN SACHS GROUP INC | $60,129,864 | 465,798 | 0.61% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $59,572,324 | 461,479 | 0.61% | 주식 |
| VICTORY CAPITAL MANAGEMENT INC | $55,709,305 | 431,554 | 0.57% | 주식 |
| BANK OF AMERICA CORP /DE/ | $50,592,566 | 391,917 | 0.52% | 주식 |
| RHUMBLINE ADVISERS | $48,213,505 | 373,488 | 0.49% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $45,883,879 | 355,441 | 0.47% | 주식 |
| ENVESTNET ASSET MANAGEMENT INC | $43,569,885 | 337,516 | 0.45% | 주식 |
| Retirement Systems of Alabama | $39,026,231 | 302,318 | 0.40% | 주식 |
| Qube Research & Technologies Ltd | $37,733,007 | 292,300 | 0.39% | 주식 |
| California Public Employees Retirement System | $37,172,369 | 287,957 | 0.38% | 주식 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $36,995,258 | 286,585 | 0.38% | 주식 |
| RAYMOND JAMES FINANCIAL INC | $36,719,052 | 284,445 | 0.38% | 주식 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $35,744,000 | 276,889 | 0.37% | 주식 |
| Swiss National Bank | $35,654,658 | 276,200 | 0.36% | 주식 |
| WHITTIER TRUST CO | $34,283,879 | 260,496 | 0.35% | 주식 |
| RENAISSANCE TECHNOLOGIES LLC | $33,593,478 | 260,233 | 0.34% | 주식 |
| Boston Trust Walden Corp | $31,909,886 | 247,191 | 0.33% | 주식 |
| Erste Asset Management GmbH | $31,642,799 | 245,122 | 0.32% | 주식 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $30,566,582 | 236,785 | 0.31% | 주식 |
| Aware Super Pty Ltd as trustee of Aware Super | $29,267,930 | 226,725 | 0.30% | 주식 |
| Arbejdsmarkedets Tillaegspension | $29,135,613 | 225,700 | 0.30% | 주식 |
| BANK OF MONTREAL /CAN/ | $28,441,109 | 220,320 | 0.29% | 주식 |
| ZWJ INVESTMENT COUNSEL INC | $27,863,222 | 215,843 | 0.28% | 주식 |
| Quantinno Capital Management LP | $27,752,085 | 214,982 | 0.28% | 주식 |
| JONES FINANCIAL COMPANIES LLLP | $27,060,230 | 209,008 | 0.28% | 주식 |
| UBS Group AG | $27,025,508 | 209,354 | 0.28% | 주식 |
| Boston Partners | $26,713,760 | 206,939 | 0.27% | 주식 |
| STATE OF WISCONSIN INVESTMENT BOARD | $25,930,437 | 200,871 | 0.27% | 주식 |
| Point72 Asset Management, L.P. | $24,933,475 | 193,148 | 0.26% | 주식 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $24,735,580 | 191,615 | 0.25% | 주식 |
| PRUDENTIAL FINANCIAL INC | $24,218,962 | 187,613 | 0.25% | 주식 |
| Capital International, Inc./CA/ | $23,656,130 | 183,253 | 0.24% | 주식 |
| BlackRock, Inc. | $23,390,333 | 181,194 | 0.24% | 주식 |
| AMERIPRISE FINANCIAL INC | $22,515,749 | 174,419 | 0.23% | 주식 |
| PRINCIPAL FINANCIAL GROUP INC | $21,898,415 | 169,625 | 0.22% | 주식 |
| STRS OHIO | $21,452,563 | 166,183 | 0.22% | 주식 |
| NEW YORK STATE COMMON RETIREMENT FUND | $21,414,095 | 165,885 | 0.22% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $21,341,288 | 165,321 | 0.22% | 주식 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $20,735,985 | 160,632 | 0.21% | 주식 |
| Stieven Capital Advisors, L.P. | $20,383,827 | 157,904 | 0.21% | 주식 |
| TRILLIUM ASSET MANAGEMENT, LLC | $19,438,675 | 150,582 | 0.20% | 주식 |
| DNB Asset Management AS | $19,186,259 | 148,627 | 0.20% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17,483,018 | 163,760 | 0.18% | 주식 |
| VANGUARD ASSET MANAGEMENT, Ltd | $16,869,868 | 130,683 | 0.17% | 주식 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $16,673,029 | 156,173 | 0.17% | 주식 |
| Access Investment Management LLC | $16,342,278 | 126,596 | 0.17% | 주식 |
| Carmel Capital Management L.L.C. | $16,249,849 | 125,880 | 0.17% | 주식 |
| WHITTIER TRUST CO OF NEVADA INC | $16,171,267 | 123,927 | 0.17% | 주식 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15,655,648 | 121,277 | 0.16% | 주식 |
| Nuveen, LLC | $15,483,184 | 119,941 | 0.16% | 주식 |
| VAN ECK ASSOCIATES CORP | $14,794,230 | 114,604 | 0.15% | 주식 |
| Mirae Asset Global Investments Co., Ltd. | $14,778,352 | 114,481 | 0.15% | 주식 |
| IEQ CAPITAL, LLC | $12,371,204 | 95,834 | 0.13% | 주식 |
| MARSICO CAPITAL MANAGEMENT LLC | $12,352,880 | 95,692 | 0.13% | 주식 |
| Focus Partners Wealth | $11,944,331 | 92,527 | 0.12% | 주식 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $11,913,071 | 92,285 | 0.12% | 주식 |
| SEI INVESTMENTS CO | $11,341,490 | 87,865 | 0.12% | 주식 |
| Horizon Investments, LLC | $11,097,822 | 86,499 | 0.11% | 주식 |
| INTECH INVESTMENT MANAGEMENT LLC | $10,987,753 | 85,117 | 0.11% | 주식 |
| Squarepoint Ops LLC | $10,794,506 | 83,620 | 0.11% | 주식 |
| JANE STREET GROUP, LLC | $10,491,402 | 81,272 | 0.11% | 주식 |
| Legal & General Group Plc | $10,375,480 | 80,374 | 0.11% | 주식 |
| Mariner, LLC | $10,212,363 | 79,110 | 0.10% | 주식 |
| TUDOR INVESTMENT CORP ET AL | $10,161,578 | 78,717 | 0.10% | 주식 |
| LPL Financial LLC | $9,763,260 | 75,632 | 0.10% | 주식 |
| Nuveen Asset Management, LLC | $9,666,110 | 100,941 | 0.10% | 주식 |
| Matthew 25 Management Corp | $9,359,025 | 72,500 | 0.10% | 주식 |
| NISA INVESTMENT ADVISORS, LLC | $9,232,775 | 71,522 | 0.09% | 주식 |
| PRUDENTIAL PLC | $9,186,948 | 71,167 | 0.09% | 주식 |
| KENNEDY CAPITAL MANAGEMENT LLC | $9,130,494 | 70,730 | 0.09% | 주식 |
| Polar Capital Holdings Plc | $9,044,691 | 70,065 | 0.09% | 주식 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $8,894,688 | 68,903 | 0.09% | 주식 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8,551,660 | 82,955 | 0.09% | 주식 |
| MetLife Investment Management, LLC | $8,512,582 | 65,943 | 0.09% | 주식 |
| Vanguard Global Advisers, LLC | $8,367,227 | 64,817 | 0.09% | 주식 |
회사 내부자 40 명의 내부자 · 19 임원 · 18 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Dominic Ng | Chief Executive Officer | 2026년 5월 6일 S | 707,930 | 0 | 7 | $-16,763,638 |
| Gregory L Guyett | President and COO | 2018년 2월 16일 A | 30 | 0 | 0 | $0 |
| Julia S Gouw | President | 2016년 3월 18일 S | 0 | 0 | 0 | $0 |
| Robert Bulseco | Executive Vice-President | 2004년 3월 5일 A | 5,596 | 0 | 0 | $0 |
| Parker Shi | Chief Operating Officer | 2025년 3월 4일 F | 23,794 | 0 | 0 | $0 |
| Irene H Oh | Chief Risk Officer | 2026년 6월 15일 S | 84,698 | 0 | 6 | $-4,061,132 |
| Gary Teo | Executive Vice President | 2025년 8월 27일 S | 12,235 | 0 | 2 | $-697,376 |
| Lisa L. Kim | Executive Vice President | 2025년 5월 15일 S | 14,849 | 0 | 0 | $0 |
| Andy Yen | Executive Vice President | 2021년 3월 8일 F | 65,150 | 0 | 0 | $0 |
| Catherine Zhou | Executive Vice President | 2020년 10월 2일 M | 19,259 | 0 | 0 | $0 |
| Albert Sun | Executive Vice President | 2016년 3월 1일 A | — | 0 | 0 | $0 |
| James Schuler | Executive Vice President | 2015년 2월 27일 A | 16,240 | 0 | 0 | $0 |
| Wellington Chen | Executive Vice President | 2011년 2월 28일 F | 29,857 | 0 | 0 | $0 |
| William J Lewis | Executive Vice President | 2010년 3월 10일 F | 17,933 | 0 | 0 | $0 |
| Donald Sang Chow | Executive Vice President | 2010년 3월 10일 F | 50,763 | 0 | 0 | $0 |
| Karen Fukumura | Executive Vice President | 2010년 3월 2일 A | 33,432 | 0 | 0 | $0 |
| Thomas J. Tolda | Executive Vice President | 2009년 12월 11일 A | 23,423 | 0 | 0 | $0 |
| David Spigner | Executive Vice President | 2008년 2월 19일 A | 12,317 | 0 | 0 | $0 |
| Michael W Lai | Executive Vice President | 2008년 2월 19일 A | 9,831 | 0 | 0 | $0 |
| Serge Dumont | 이사 | 2025년 5월 20일 A | 7,844 | 0 | 0 | $0 |
| Alvarez Manuel Pham | 이사 | 2025년 5월 20일 A | 10,283 | 0 | 0 | $0 |
| Mark R Hutchins | 이사 | 2025년 5월 20일 A | 5,516 | 0 | 0 | $0 |
| Sabrina Kay | 이사 | 2025년 5월 20일 A | 14,684 | 0 | 0 | $0 |
| Molly Campbell | 이사 | 2025년 5월 20일 A | 12,056 | 0 | 0 | $0 |
| Archana Deskus | 이사 | 2025년 5월 20일 A | 15,031 | 0 | 0 | $0 |
| Paul H Irving | 이사 | 2025년 5월 20일 A | 42,406 | 0 | 0 | $0 |
| Rudolph Estrada | 이사 | 2024년 11월 5일 S | 17,750 | 0 | 0 | $0 |
| Iris S Chan | 이사 | 2021년 5월 28일 A | 29,710 | 0 | 0 | $0 |
| Herman Y Li | 이사 | 2020년 3월 25일 S | 25,789 | 0 | 0 | $0 |
| Keith W Renken | 이사 | 2018년 2월 1일 G | 74,183 | 0 | 0 | $0 |
| Tak-Chuen Clarence Kwan | 이사 | 2014년 8월 5일 A | 8,452 | 0 | 0 | $0 |
| Andrew Kane | 이사 | 2013년 7월 23일 A | 28,302 | 0 | 0 | $0 |
| Peggy Cherng | 이사 | 2010년 7월 29일 A | 147,008 | 0 | 0 | $0 |
| Keith Renken | 이사 | 2010년 1월 19일 M | 42,663 | 0 | 0 | $0 |
| John Kooken | 이사 | 2006년 7월 26일 A | 6,245 | 0 | 0 | $0 |
| Jack C Liu | — | 2026년 8월 12일 S | 13,709 | 0 | 3 | $-409,119 |
| Douglas Paul Krause | — | 2026년 8월 6일 S | 36,974 | 0 | 4 | $-3,559,100 |
| Lester Sussman | — | 2026년 5월 18일 A | 25,946 | 0 | 0 | $0 |
| Wendy H Cai-Lee | — | 2016년 12월 8일 S | 42,007 | 0 | 0 | $0 |
| John Lee | — | 2016년 8월 1일 A | 316,528 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 122 ETF 보유
가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.
| 펀드 | 비중 | 단위 | 기준일 | 출처 |
|---|---|---|---|---|
| SCAP · Series Portfolios Trust | 3.27% | 5,437 NS | 2026년 5월 31일 | N-PORT |
| PJFM · PGIM ETF Trust | 3.00% | 4,072 NS | 2026년 5월 29일 | N-PORT |
| IAT · iShares Trust | 2.84% | 145,986 SH | 2026년 8월 8일 | 일간 |
| AMID · EA Series Trust | 2.00% | 17,162 NS | 2026년 5월 29일 | N-PORT |
| KBWB · Invesco Exchange-Traded Fund Trust … | 1.97% | 1,023,295 SH | 2026년 8월 8일 | 일간 |
| EPMB · Harbor ETF Trust | 1.65% | 588 NS | 2026년 4월 30일 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 1.63% | 396,627 NS | 2026년 4월 30일 | N-PORT |
| EPSB · Harbor ETF Trust | 1.59% | 585 NS | 2026년 4월 30일 | N-PORT |
| GDIV · Harbor ETF Trust | 1.55% | 27,729 NS | 2026년 4월 30일 | N-PORT |
| SMDX · Tidal Trust III | 1.25% | 12,373 NS | 2026년 4월 30일 | N-PORT |
| DPST · Direxion Shares ETF Trust | 1.11% | 43,635 NS | 2026년 4월 30일 | N-PORT |
| NUSC · Nushares ETF Trust | 1.08% | 109,608 NS | 2026년 4월 30일 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1.01% | 103,029 NS | 2026년 4월 30일 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.98% | 64,643 NS | 2026년 4월 30일 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 0.90% | 34,483 SH | 2026년 8월 8일 | 일간 |
| CZA · Invesco Exchange-Traded Fund Trust | 0.86% | 12,507 SH | 2026년 8월 8일 | 일간 |
| IQSM · New York Life Investments ETF Trust | 0.73% | 18,173 NS | 2026년 4월 30일 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0.70% | 59,709 NS | 2026년 4월 30일 | N-PORT |
| MIDE · DBX ETF Trust | 0.68% | 185 NS | 2026년 5월 29일 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0.60% | 61,745 NS | 2026년 4월 30일 | N-PORT |
| SMIZ · Zacks Trust | 0.59% | 12,515 NS | 2026년 5월 31일 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0.59% | 63,451 NS | 2026년 4월 30일 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0.58% | 65,600 SH | 2026년 8월 8일 | 일간 |
| XJH · iShares Trust | 0.57% | 18,514 SH | 2026년 8월 8일 | 일간 |
| QDEF · FlexShares Trust | 0.54% | 22,659 NS | 2026년 4월 30일 | N-PORT |
| CGDG · Capital Group Dividend Growers ETF | 0.53% | 217,243 NS | 2026년 5월 31일 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.52% | 17,499 SH | 2026년 8월 8일 | 일간 |
| QDF · FlexShares Trust | 0.52% | 88,110 NS | 2026년 4월 30일 | N-PORT |
| ESLV · Strategy Shares | 0.51% | 478 NS | 2026년 4월 30일 | N-PORT |
| PTMC · Pacer Funds Trust | 0.51% | 15,785 NS | 2026년 4월 30일 | N-PORT |
| IJJ · iShares Trust | 0.50% | 342,137 SH | 2026년 8월 8일 | 일간 |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.50% | 57,633 SH | 2026년 8월 8일 | 일간 |
| IJH · iShares Trust | 0.50% | 4,726,953 SH | 2026년 8월 8일 | 일간 |
| IJK · iShares Trust | 0.49% | 408,332 SH | 2026년 8월 8일 | 일간 |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.48% | 221,271 SH | 2026년 8월 8일 | 일간 |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.47% | 68,940 SH | 2026년 8월 8일 | 일간 |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.45% | 22,818 NS | 2026년 5월 31일 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.45% | 21,965 NS | 2026년 4월 30일 | N-PORT |
| SCHD · SCHWAB STRATEGIC TRUST | 0.42% | 3,285,925 NS | 2026년 5월 31일 | N-PORT |
| SMLF · iShares Trust | 0.42% | 136,373 SH | 2026년 8월 8일 | 일간 |
| JSTC · Tidal Trust I | 0.40% | 10,953 NS | 2026년 5월 31일 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.39% | 46,028 NS | 2026년 4월 30일 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.38% | 1,994,291 SH | 2026년 8월 8일 | 일간 |
| ABCS · EA Series Trust | 0.38% | 352 NS | 2026년 5월 29일 | N-PORT |
| MVV · ProShares Trust | 0.36% | 4,755 NS | 2026년 5월 31일 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.35% | 21,878 NS | 2026년 5월 31일 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.34% | 2,278 NS | 2026년 4월 30일 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.32% | 60,475 NS | 2026년 4월 30일 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.31% | 372,040 NS | 2026년 5월 31일 | N-PORT |
| AVLV · AMERICAN CENTURY ETF TRUST | 0.31% | 323,632 NS | 2026년 5월 31일 | N-PORT |