BEN Franklin Resources, Inc. Common Stock

NYSE · Financial Services · SEC EDGAR'da Görüntüle ↗
$34,57
Fiyat · Ağu 21, 2026
Temel veriler itibarıyla Tem 31, 2026

Franklin Resources, Inc. Common Stock Hakkında Wikipedia'dan şirket genel bakışı

Franklin Resources, Inc. is an American multinational investment management holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin, for whom the company is named, and who was admired by founder Rupert Johnson Sr. The firm became the world's largest asset managers, providing services operating in 150 countries. In 1973, the company's headquarters moved from New York to San Mateo, California.

Devamını oku

Franklin Resources, Inc. is an American multinational investment management holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin, for whom the company is named, and who was admired by founder Rupert Johnson Sr. The firm became the world's largest asset managers, providing services operating in 150 countries. In 1973, the company's headquarters moved from New York to San Mateo, California.

History

The company was founded in 1947 in New York by Rupert H. (Harris) Johnson Sr. (1900–1989), who ran a successful retail brokerage firm from an office on Wall Street. He named the company for American polymath Benjamin Franklin because Franklin espoused frugality and prudence when it came to saving and investing. The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.

After Rupert Sr. retired, his son, Charles B. Johnson (Charlie), took over as president and chief executive officer in 1957 at age 24. At that time, the funds had total assets under management of US$2.5 million. Rupert Johnson Jr., Charlie's brother, joined the company in 1965.

Franklin went public in 1971. In 1973, the company acquired Winfield & Company, a San Mateo, California-based investment firm, and moved Franklin's offices from New York to California. The combined organization had close to US$250 million in assets under management and approximately 60 employees. In 1979, Franklin Money Fund began a growth surge that made it Franklin's first billion-dollar fund and launched the company's significant asset growth in the 1980s.

Starting in 1980, the company's total assets under management doubled (or nearly doubled) every year for the next six years. The company's stock began trading on the New York Stock Exchange in 1986. In the same year, the company opened its first office outside North America in Taiwan. In 1988, Franklin acquired L.F. Rothschild Fund Management Company. Assets under management for Franklin grew from just over US$2 billion in 1982 to more than US$40 billion in 1989 (the crash of 1987 had little impact on Franklin's income and bond funds).

In October 1992, Franklin acquired Templeton, Galbraith & Hansberger Ltd. for a reported cost of $913 million, leading to the common name Franklin Templeton. Mutual fund pioneer Sir John Templeton was the owner of Templeton, Galbraith & Hansberger Ltd together with his son Dr. John Templeton and John Galbraith who together owned 70% of the firm.

In November 1996, Heine Securities Corporation, known for the Mutual Series of funds, merged into the Franklin Templeton complex. In October 2000, Franklin acquired Bissett Funds to increase its Canadian presence, and Bissett remains a key brand from Franklin in the Canadian market. The Fiduciary Trust Company was acquired by Franklin Templeton in April 2001.

Fiduciary Trust Company International, a member of the Franklin family, maintained an office of over 650 employees in 2 World Trade Center at the time of the September 11 attacks in 2001. 87 employees died in the collapse.

The firm has specialized expertise across a full range of asset classes. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names, among others. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.

In April 2007, Franklin Resources was 445th in the Fortune 500, and 7th overall among securities companies. The same month, USA Today listed BEN stock as the top stock pick for the last 25 years based on returns, claiming it is up 64,224% since 1982. As of July 31, 2008, Franklin Resources, Inc. managed over $570 billion in total assets worldwide. In February 2009, Barron's Magazine called Franklin Templeton "King of the Decade" among fund families over the ten-year period ending in 2008.

In 2013, Charles Johnson retired as chairman and his son Greg Johnson became chairman of the board, CEO and president.

In 2019, the firm acquired Benefit Street Partners, an alternative credit investment group.

In 2020, Jenny Johnson became CEO and President of the firm and Greg Johnson became Executive chairman.

Franklin Templeton acquired AdvisorEngine in May 2020, completing the deal in September 2022. Founded 2014 by Rich Cancro, the wealth management technology platform provides advisors with CRM, portfolio management, client portal, and digital onboarding tools, enhancing Franklin Templeton's digital wealth management offerings.

In July 2020, Franklin Templeton acquired Legg Mason, Inc., making Franklin Templeton one of the world's largest independent, specialized global investment managers, with a combined $1.4 trillion in assets under management (AUM). The combined footprint deepened Templeton's presence in key geographies and created an expansive investment platform that includes institutional and retail client AUM.

In November 2021, Franklin Templeton announced its acquisition of Lexington Partners in a $1.75 billion cash deal. The acquisition completed in April 2022.

In January 2022, Franklin Templeton acquired O'Shaughnessy Asset Management, an asset management firm founded by James O'Shaughnessy.

On May 31, 2022, it was announced that BNY Mellon Investment Management would sell Alcentra to Franklin Templeton. The transaction was completed on November 1, 2022.

On May 31, 2023, Great-West Lifeco announced that Franklin Templeton would acquire Putnam Investments for $925 million. Putnam Investments subsidiary, PanAgora Asset Management would not be included in the acquisition. The deal was completed in January 2024.

In August 2023, Bloomberg News reported that Franklin Templeton executives in China were mandated to attend courses on Xi Jinping Thought.

Mutual funds and ETFs

Franklin Templeton has 455 open-ended mutual funds and seven closed-end funds. Included in these are 27 state and federal tax-free income funds, an area of investment pioneered by Franklin.

Prominent funds include the Templeton Growth Fund, Inc. (opened 1954), the Mutual Shares fund (opened 1949), and the Mutual Discovery Fund (opened 1992) and the Templeton Growth (Euro) Fund.

The Franklin Income Fund (FKINX) is a mutual fund in Morningstar's "conservative allocation" category and "large/value" style box. The fund was created in 1948 and has paid uninterrupted dividends for 60 years. The Franklin Income Fund is constructed primarily of dividend-paying stocks and bonds (2%).

Franklin Templeton launched its first exchange-traded funds (ETFs) in 2013. By 2021, these included 55 active, smart beta/multifactor and passively managed ETFs in the U.S, with US$9.7 billion in assets under management.

In 2021, Franklin Templeton launched the first "tokenised" US mutual fund as a pilot – it uses a blockchain to process transactions and record share ownership. The technology is provided by the Stellar network and Blockchain Administrator, a Delaware company. The OnChain US Government Money Fund pilot started with $1.4M of seed money and investment from employees. The automated administration can trade around the clock and removes the need for brokerages, which should result in a "highly significant decrease in fees". However, the fund actually has a high level of costs because of its small size and the fact that, as a pilot, it is maintaining traditional records in parallel.

In February 2025, Franklin Templeton launched a spot crypto exchange-traded fund that holds a combination of roughly 80% bitcoin and 20% ether. That same month Franklin applied with the SEC for a spot Solana ETF.

Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗

Wikidata ↗

BEN Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

Fiyat
$34.57
Piyasa Değeri
$18.01B
P/E (TTM)
38.0
EPS (TTM)
$0.91
Gelir (TTM)
$8.77B
Temettü Verimi
3.8%
ROE
4.3%
D/E Borç/Özsermaye
52 Haftlık Aralık
$21 – $36

BEN Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Gelir ve Net Gelir $8.77B
10-point trend, +32.5%
2016-09-30 2025-09-30
Hisse Başına Kâr $0.91
10-point trend, -69.0%
2016-09-30 2025-09-30
Serbest Nakit Akışı $912M
10-point trend, -44.1%
2016-09-30 2025-09-30
Marjlar 6.0%

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik
5 Yıllık trend
BEN
Akran Ortalaması
P/E (TTM)
5-point trend, +205.3%
38.0
24.7
P/S (TTM) (F/S (TTM))
5-point trend, -22.4%
2.1
4.1
P/B (F/D)
5-point trend, -24.9%
1.5
3.7
Price / FCF (Fiyat / Serbest Nakit Akışı)
5-point trend, +3.4%
19.8

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik
5 Yıllık trend
BEN
Akran Ortalaması
Operating Margin (Faaliyet Kâr Marjı)
5-point trend, -69.0%
6.9%
Net Profit Margin (Net Kâr Marjı)
5-point trend, -72.5%
6.0%
15.2%
ROA
5-point trend, -79.7%
1.6%
2.0%
ROE
5-point trend, -75.1%
4.3%
14.2%
ROIC
5-point trend, -75.6%
3.5%

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik
5 Yıllık trend
BEN
Akran Ortalaması

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik
5 Yıllık trend
BEN
Akran Ortalaması
Revenue YoY (Gelir Yıllık Bazda)
5-point trend, +4.1%
3.5%
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)
5-point trend, +4.1%
2.0%
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)
5-point trend, +4.1%
9.5%
EPS YoY (EPS YB)
5-point trend, -74.5%
7.1%
Net Income YoY (Net Gelir Yıllık Bazda)
5-point trend, -71.3%
12.9%

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik
5 Yıllık trend
BEN
Akran Ortalaması
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))
5-point trend, -74.5%
$0.91

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik
5 Yıllık trend
BEN
Akran Ortalaması
Payout Ratio (Temettü Ödeme Oranı)
5-point trend, +326.2%
130.2%

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

Temettü Verimi
3.8%
Temettü Ödeme Oranı
130.2%
5 Yıllık Temettü CAGR
Ex-tarihiMiktar
29 Haziran 2026$0,3300
31 Mart 2026$0,3300
30 Aralık 2025$0,3300
30 Eylül 2025$0,3200
27 Haziran 2025$0,3200
31 Mart 2025$0,3200
30 Aralık 2024$0,3200
30 Eylül 2024$0,3100
28 Haziran 2024$0,3100
27 Mart 2024$0,3100
02 Ocak 2024$0,3100
28 Eylül 2023$0,3000
29 Haziran 2023$0,3000
30 Mart 2023$0,3000
29 Aralık 2022$0,3000
29 Eylül 2022$0,2900
29 Haziran 2022$0,2900
30 Mart 2022$0,2900
30 Aralık 2021$0,2900
29 Eylül 2021$0,2800

BEN Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

TUT 17 analist
  • Güçlü Al 1 5,9%
  • Al 5 29,4%
  • Tut 9 52,9%
  • Sat 2 11,8%
  • Güçlü Sat 0 0,0%

12 Aylık Fiyat Hedefi

11 analist · 2026-08-22
Medyan hedef $36.00 +4,1%
Ortalama hedef $35.18 +1,8%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Ort. Sürpriz
0.07%
Dönem EPS Gerçek EPS Tahmin Sürpriz
30 Haziran 2026 $0.72 $0.68 0.04%
31 Mart 2026 $0.71 $0.56 0.15%
31 Aralık 2025 $0.70 $0.56 0.14%
30 Eylül 2025 $0.67 $0.58 0.09%
30 Haziran 2025 $0.49 $0.50 -0.01%
31 Mart 2025 $0.47 $0.48 -0.01%

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
BEN $12.05B 25.4 3.5% 6.0% 4.3%
NTRS
ARES 28.9% 11.1% 13.5%
TROW $22.38B 11.1 3.1% 28.5% 19.7%
TPG
OWL 149.4 7.6% 13.9% 3.6%
CG
PS
ARCC 10.9
IVZ $11.66B -16.4 5.1% -2.7% -1.3%
SEIC $10.03B 14.6 8.1% 31.1% 29.9% 35.2%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Gelir Tablosu 15
BEN için Yıllık Gelir Tablosu verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +3.3% $8.77B $8.48B $7.85B $8.28B $8.43B $5.57B $5.67B $6.20B $6.39B $6.62B $7.95B $8.49B
SG&A Expense 12-point trend, +115.1% $774M $703M $565M $565M $537M $450M $391M $372M $322M $340M $348M $360M
Operating Expenses 12-point trend, +55.0% $8.17B $8.07B $6.75B $6.50B $6.55B $4.52B $4.20B $4.18B $4.13B $4.25B $4.92B $5.27B
Operating Income 12-point trend, -81.2% $604M $408M $1.10B $1.77B $1.88B $1.05B $1.47B $2.03B $2.26B $2.37B $3.03B $3.22B
Interest Expense 12-point trend, +100.2% $95M $97M $124M $98M $85M $33M $22M $46M $52M $50M $40M $47M
Interest Income 8-point trend, -3.3% · · · · $9M $14M $31M $76M $75M $36M $11M $9M
Other Non-op 12-point trend, -9.8% $213M $396M $262M $91M $265M $-38M $141M $200M $336M $184M $40M $236M
Pretax Income 12-point trend, -76.9% $787M $823M $1.34B $1.73B $2.44B $1.02B $1.65B $2.22B $2.55B $2.50B $3.03B $3.41B
Income Tax 12-point trend, -76.2% $238M $215M $312M $396M $350M $231M $442M $1.47B $759M $742M $924M $998M
Net Income 12-point trend, -78.0% $525M $465M $883M $1.29B $1.83B $799M $1.20B $764M $1.70B $1.73B $2.04B $2.38B
EPS (Basic) 12-point trend, -76.0% $0.91 $0.85 $1.72 $2.53 $3.58 $1.59 $2.35 $1.39 $3.01 $2.94 $3.29 $3.79
EPS (Diluted) 12-point trend, -76.0% $0.91 $0.85 $1.72 $2.53 $3.57 $1.59 $2.35 $1.39 $3.01 $2.94 $3.29 $3.79
Shares (Basic) 12-point trend, -17.3% 516,700,000 509,500,000 490,000,000 488,700,000 489,900,000 491,900,000 503,600,000 537,400,000 558,800,000 583,800,000 614,800,000 624,800,000
Shares (Diluted) 12-point trend, -17.2% 517,400,000 510,300,000 490,800,000 489,300,000 490,600,000 492,400,000 504,300,000 538,000,000 559,100,000 583,800,000 614,900,000 625,200,000
EBITDA 12-point trend, -77.9% $729M $524M $1.21B $1.87B $1.95B $1.12B $1.64B $2.20B $2.35B $2.45B $3.11B $3.30B
Bilanço 16
BEN için Yıllık Bilanço verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Cash & Equivalents 8-point trend, -38.8% · · · · $4.65B $3.99B $6.21B $6.91B $8.75B $8.48B $8.37B $7.60B
PP&E (Net) 12-point trend, +78.8% $949M $946M $800M $743M $770M $814M $684M $535M $517M $523M $510M $531M
PP&E (Gross) 12-point trend, +42.4% $1.89B $1.91B $1.76B $1.70B $1.95B $1.91B $1.72B $1.50B $1.46B $1.39B $1.36B $1.33B
Accum. Depreciation 12-point trend, +18.2% $945M $962M $957M $958M $1.18B $1.10B $1.03B $966M $943M $871M $855M $799M
Goodwill 12-point trend, +267.0% $6.21B $6.21B $6.00B $5.78B $4.46B $4.50B $2.13B $1.79B $1.69B $1.66B $1.66B $1.69B
Intangibles 12-point trend, +4661.1% $4.17B $4.80B $4.90B $5.08B $4.71B $4.91B $864M $8M $6M $19M $58M $88M
Total Assets 12-point trend, +97.9% $32.37B $32.46B $30.12B $28.06B $24.17B $21.68B $14.53B $14.38B $17.53B $16.10B $16.34B $16.36B
Deferred Tax 8-point trend, +8.4% $262M $285M $450M $348M $312M $305M $120M · · · $241M ·
Total Liabilities 12-point trend, +365.0% $18.18B $17.90B $16.55B $14.24B $11.42B $10.27B $3.16B $3.13B $2.66B $3.51B $3.78B $3.91B
Long-term Debt 12-point trend, +97.1% $2.36B $2.78B $3.05B $3.38B $3.40B $3.02B $697M $696M $1.04B $1.40B $1.35B $1.20B
Common Stock 12-point trend, -16.4% $52M $52M $50M $50M $50M $50M $50M $52M $56M $57M $60M $62M
Retained Earnings 12-point trend, -0.9% $11.52B $11.93B $12.38B $12.05B $11.55B $10.47B $10.29B $10.22B $12.85B $12.23B $12.09B $11.63B
AOCI 12-point trend, -279.9% $-447M $-420M $-509M $-621M $-378M $-408M $-432M $-371M $-285M $-347M $-314M $-118M
Stockholders' Equity 12-point trend, +4.3% $12.08B $12.51B $11.92B $11.47B $11.22B $10.11B $9.91B $9.90B $12.62B $11.94B $11.84B $11.58B
Liabilities + Equity 12-point trend, +97.9% $32.37B $32.46B $30.12B $28.06B $24.17B $21.68B $14.53B $14.38B $17.53B $16.10B $16.34B $16.36B
Shares Outstanding 12-point trend, -16.4% 520,951,796 523,596,548 495,937,891 499,575,175 501,807,677 495,116,677 499,303,269 519,122,574 554,865,343 570,345,156 603,517,181 622,893,090
Nakit Akışı 16
BEN için Yıllık Nakit Akışı verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
D&A 12-point trend, +51.7% $125M $116M $104M $96M $79M $74M $79M $75M $82M $81M $82M $83M
Stock-based Comp 12-point trend, +68.2% $215M $246M $183M $208M $172M $122M $112M $118M $123M $132M $140M $128M
Deferred Tax 10-point trend, -624.4% $-47M $-125M $42M $98M $4M $-7M $-1M $-51M $9M $9M · ·
Amort. of Intangibles 12-point trend, +1854.3% $406M $338M $341M $282M $232M $54M $15M $2M $4M $10M $20M $21M
Other Non-cash 12-point trend, +154.4% $248M $268M $-72M $263M $-840M $33M $-1.19B $1.32B $-766M $-212M $-5M $-457M
Operating Cash Flow 12-point trend, -50.1% $1.07B $971M $1.09B $1.96B $1.25B $1.08B $268M $2.23B $1.14B $1.73B $2.25B $2.14B
CapEx 12-point trend, +191.0% $154M $177M $149M $90M $79M $104M $234M $106M $75M $98M $69M $53M
Investing Cash Flow 12-point trend, -699.8% $-2.34B $-2.42B $-3.61B $-3.33B $-2.62B $-4.06B $-1.28B $-290M $52M $192M $249M $391M
Stock Issued 12-point trend, -26.1% $24M $21M $23M $25M $22M $21M $23M $25M $25M $24M $26M $33M
Stock Repurchased 12-point trend, -61.4% $240M $274M $256M $181M $208M $218M $754M $1.42B $765M $1.31B $1.06B $622M
Net Stock Activity 12-point trend, +65.3% $-216M $-254M $-233M $-156M $-186M $-198M $-731M $-1.40B $-740M $-1.28B $-1.03B $-622M
Dividends Paid 12-point trend, +135.4% $684M $656M $607M $583M $560M $533M $519M $2.12B $441M $409M $666M $290M
Financing Cash Flow 12-point trend, +137.8% $452M $1.42B $2.11B $1.58B $2.03B $734M $340M $-3.76B $-956M $-1.80B $-1.61B $-1.20B
Net Change in Cash 12-point trend, -165.6% $-835M $6M $-380M $135M $657M $-2.22B $-704M $-1.84B $266M $115M $772M $1.27B
Free Cash Flow 12-point trend, -56.3% $912M $794M $990M $1.87B $1.17B $918M $-32M $2.12B $1.06B $1.63B $2.18B $2.08B
Levered FCF 12-point trend, -58.8% $845M $722M $893M $1.79B $1.09B $892M $-50M $2.11B $1.02B $1.60B $2.16B $2.05B
Kârlılık 7
BEN için Yıllık Kârlılık verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -81.8% 6.9% 4.8% 14.0% 21.4% 22.2% 18.8% 27.0% 33.5% 35.4% 35.8% 38.1% 37.9%
Net Margin 12-point trend, -78.7% 6.0% 5.5% 11.2% 15.6% 21.7% 14.3% 20.7% 12.1% 26.5% 26.1% 25.6% 28.1%
Pretax Margin 12-point trend, -77.7% 9.0% 9.7% 18.0% 20.9% 29.0% 18.3% 28.5% 35.1% 39.9% 37.8% 38.1% 40.2%
EBITDA Margin 12-point trend, -78.6% 8.3% 6.2% 15.4% 22.6% 23.2% 20.2% 28.4% 34.8% 36.7% 37.0% 39.1% 38.9%
ROA 12-point trend, -89.2% 1.6% 1.5% 3.0% 5.0% 8.0% 4.6% 8.3% 4.8% 10.1% 10.7% 12.4% 15.0%
ROE 12-point trend, -80.6% 4.3% 3.8% 7.5% 11.4% 17.2% 8.0% 12.1% 6.8% 13.8% 14.5% 17.4% 22.0%
ROIC 12-point trend, -82.3% 3.5% 2.4% 7.2% 11.9% 14.3% 8.0% 11.5% 7.2% 12.6% 13.9% 17.8% 19.7%
Likidite ve Solventlik 1
BEN için Yıllık Likidite ve Solventlik verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Interest Coverage 12-point trend, -90.6% 6.4 4.2 8.9 18.1 22.0 31.4 63.1 43.5 44.0 47.4 76.5 68.0
Verimlilik 1
BEN için Yıllık Verimlilik verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -49.4% 0.3 0.3 0.3 0.3 0.4 0.3 0.4 0.4 0.4 0.4 0.5 0.5
Hisse Başına 6
BEN için Yıllık Hisse Başına verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +24.7% $23.18 $23.89 $24.03 $22.97 $22.37 $20.43 $19.84 $19.07 $22.74 $20.93 $19.62 $18.60
Revenue / Share 12-point trend, +24.8% $16.95 $16.61 $15.99 $16.91 $17.17 $11.30 $11.45 $11.75 $11.43 $11.34 $12.93 $13.58
Cash Flow / Share 12-point trend, -39.7% $2.06 $1.90 $2.32 $4.00 $2.54 $2.07 $0.40 $4.14 $2.03 $2.96 $3.66 $3.42
Cash / Share 8-point trend, -24.1% · · · · $9.26 $7.99 $11.93 $13.31 $15.77 $14.87 $13.87 $12.19
Dividend / Share 12-point trend, +166.7% $1 $1 $1 $1 $1 $1 $1 $4 $1 $1 $1 $0
EPS (TTM) 12-point trend, -76.0% $0.91 $0.85 $1.72 $2.53 $3.57 $1.59 $2.35 $1.39 $3.01 $2.94 $3.29 $3.79
Büyüme Oranları 10
BEN için Yıllık Büyüme Oranları verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -93.3% 3.5% 8.0% -5.1% -1.8% 51.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -83.9% 2.0% 0.21% 12.1% · · · · · · · · ·
Revenue CAGR 5Y 9.5% · · · · · · · · · · ·
EPS YoY 5-point trend, -94.3% 7.1% -50.6% -32.0% -29.1% 124.5% · · · · · · ·
EPS CAGR 3Y 3-point trend, -1189.8% -28.9% -38.0% 2.6% · · · · · · · · ·
EPS CAGR 5Y -10.6% · · · · · · · · · · ·
Net Income YoY 5-point trend, -90.0% 12.9% -47.3% -31.7% -29.4% 129.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -867.2% -25.9% -36.7% 3.4% · · · · · · · · ·
Net Income CAGR 5Y -8.1% · · · · · · · · · · ·
Dividend CAGR 5Y 5.1% · · · · · · · · · · ·
Değerleme (TTM) 13
BEN için Yıllık Değerleme (TTM) verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +3.3% $8.77B $8.48B $7.85B $8.28B $8.43B $5.57B $5.67B $6.20B $6.39B $6.62B $7.95B $8.49B
Net Income TTM 12-point trend, -78.0% $525M $465M $883M $1.29B $1.83B $799M $1.20B $764M $1.70B $1.73B $2.04B $2.38B
Market Cap 12-point trend, -64.6% $12.05B $10.55B $12.19B $10.75B $14.91B $10.08B $14.41B $15.79B $24.70B $20.29B $22.49B $34.02B
P/E 12-point trend, +76.4% 25.4 23.7 14.3 8.5 8.3 12.8 12.3 21.9 14.8 12.1 11.3 14.4
P/S 12-point trend, -65.7% 1.4 1.2 1.6 1.3 1.8 1.8 2.5 2.5 3.9 3.1 2.8 4.0
P/B 12-point trend, -66.0% 1.0 0.8 1.0 0.9 1.3 1.0 1.5 1.6 2.0 1.7 1.9 2.9
P / Tangible Book 6-point trend, -51.0% 7.1 7.1 12.1 17.5 7.3 14.4 · · · · · ·
P / Cash Flow 12-point trend, -29.0% 11.3 10.9 10.7 5.5 12.0 9.9 71.5 7.1 21.8 11.7 10.0 15.9
P / FCF 12-point trend, -19.0% 13.2 13.3 12.3 5.8 12.8 11.0 -448.9 7.4 23.3 12.4 10.3 16.3
Dividend Yield 12-point trend, +567.1% 5.7% 6.2% 5.0% 5.4% 3.8% 5.3% 3.6% 13.4% 1.8% 2.0% 3.0% 0.85%
Earnings Yield 12-point trend, -43.4% 3.9% 4.2% 7.0% 11.8% 12.0% 7.8% 8.1% 4.6% 6.8% 8.3% 8.8% 6.9%
Payout Ratio 12-point trend, +969.4% 130.2% 141.2% 68.8% 45.1% 30.6% 66.7% 43.4% 276.9% 26.0% 23.7% 32.7% 12.2%
Annual Payout 12-point trend, +135.4% $684M $656M $607M $583M $560M $533M $519M $2.12B $441M $409M $666M $290M

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Gelir Tablosu
2025-09-302024-09-302023-09-302022-09-302021-09-30
Gelir $8.77B$8.48B$7.85B$8.28B$8.43B
Faaliyet Kâr Marjı % 6.9%4.8%14.0%21.4%22.2%
Net Gelir $525M$465M$883M$1.29B$1.83B
Seyreltilmiş Hisse Başı Kâr $0.91$0.85$1.72$2.53$3.57
Nakit Akışı
2025-09-302024-09-302023-09-302022-09-302021-09-30
Serbest Nakit Akışı $912M$794M$990M$1.87B$1.17B

Son Haberler Bu şirketten bahseden son manşetler

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

📊

Sizin için önemli olan metrikleri seçin — yukarıdaki Tam Temeller'deki herhangi bir satırın yanındaki ➕ düğmesine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kurumsal Sahipler (13F) 720 dosya · $7.3B toplam · Tarih itibarıyla 30 Haziran 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
113 (+8 önceki Ç'ye göre) 48 (+1 önceki Ç'ye göre) 228 (+17 önceki Ç'ye göre) 220 (+18 önceki Ç'ye göre) -16.5M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
Power Corp of Canada $843.062.831 25.340.031 11,59% Hisse senetleri
VANGUARD GROUP INC $811.729.809 33.977.807 11,16% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $669.912.676 20.135.638 9,21% Hisse senetleri
STATE STREET CORP $662.930.550 19.733.211 9,11% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $456.980.784 13.735.521 6,28% Hisse senetleri
DIMENSIONAL FUND ADVISORS LP $313.906.539 9.435.124 4,31% Hisse senetleri
Azora Capital LP $229.849.821 6.908.621 3,16% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $229.346.094 6.908.199 3,15% Hisse senetleri
ProShare Advisors LLC $200.362.752 6.022.325 2,75% Hisse senetleri
Artemis Investment Management LLP $176.703.923 5.311.209 2,43% Hisse senetleri
GOLDMAN SACHS GROUP INC $136.998.361 4.117.775 1,88% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $107.846.235 3.241.546 1,48% Hisse senetleri
Verition Fund Management LLC $99.156.012 2.980.343 1,36% Hisse senetleri
NORGES BANK $98.359.461 2.956.401 1,35% Hisse senetleri
BARCLAYS PLC $92.279.667 2.773.660 1,27% Hisse senetleri
Balyasny Asset Management L.P. $74.846.488 2.249.669 1,03% Hisse senetleri
Holocene Advisors, LP $58.680.096 1.763.754 0,81% Hisse senetleri
Vest Financial, LLC $58.465.936 1.757.317 0,80% Hisse senetleri
Woodline Partners LP $58.179.449 1.748.706 0,80% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $57.280.626 1.721.690 0,79% Hisse senetleri
FIRST TRUST ADVISORS LP $56.667.731 1.703.268 0,78% Hisse senetleri
TWO SIGMA INVESTMENTS, LP $49.231.382 1.479.753 0,68% Hisse senetleri
NOMURA ASSET MANAGEMENT CO LTD $45.724.625 1.374.350 0,63% Hisse senetleri
Point72 Asset Management, L.P. $44.683.307 1.343.051 0,61% Hisse senetleri
Kopernik Global Investors, LLC $43.935.397 1.320.571 0,60% Hisse senetleri
Allianz Asset Management GmbH $43.339.665 1.302.665 0,60% Hisse senetleri
VICTORY CAPITAL MANAGEMENT INC $41.656.136 1.252.063 0,57% Hisse senetleri
BlackRock, Inc. $38.714.236 1.163.638 0,53% Hisse senetleri
Quantinno Capital Management LP $38.605.883 1.160.381 0,53% Hisse senetleri
Freestone Grove Partners LP $32.469.291 975.933 0,45% Hisse senetleri
CITADEL ADVISORS LLC $30.263.390 909.630 0,42% Hisse senetleri
Longaeva Partners L.P. $30.254.607 909.366 0,42% Hisse senetleri
WEDGE CAPITAL MANAGEMENT L L P/NC $29.453.573 1.246.976 0,40% Hisse senetleri
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $27.167.217 816.568 0,37% Hisse senetleri
BANK OF AMERICA CORP /DE/ $26.429.522 794.395 0,36% Hisse senetleri
Swiss Life Asset Management Ltd $23.644.823 710.695 0,32% Hisse senetleri
TWO SIGMA ADVISERS, LP $23.622.432 988.800 0,32% Hisse senetleri
Cubist Systematic Strategies, LLC $23.087.144 998.147 0,32% Hisse senetleri
Vanguard Global Advisers, LLC $22.082.730 663.743 0,30% Hisse senetleri
FIRST CITIZENS BANK & TRUST CO $19.645.635 590.491 0,27% Hisse senetleri
FOUNDATION RESOURCE MANAGEMENT INC $19.400.753 583.131 0,27% Hisse senetleri
BNP PARIBAS FINANCIAL MARKETS $19.362.275 581.974 0,27% Hisse senetleri
California Public Employees Retirement System $19.251.453 578.643 0,26% Hisse senetleri
RHUMBLINE ADVISERS $19.157.977 575.836 0,26% Hisse senetleri
Swiss National Bank $19.120.269 574.700 0,26% Hisse senetleri
Envestnet Portfolio Solutions, Inc. $18.178.495 546.393 0,25% Hisse senetleri
Mitsubishi UFJ Asset Management Co., Ltd. $18.077.554 543.359 0,25% Hisse senetleri
Alyeska Investment Group, L.P. $18.005.358 541.189 0,25% Hisse senetleri
SEB Asset Management AB $15.963.814 479.827 0,22% Hisse senetleri
Caisse de depot et placement du Quebec $15.882.200 477.373 0,22% Hisse senetleri
Sound Income Strategies, LLC $15.836.572 476.002 0,22% Hisse senetleri
Meiji Yasuda Asset Management Co Ltd. $15.464.295 464.812 0,21% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $14.633.337 446.300 0,20% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $14.630.470 439.750 0,20% Hisse senetleri
Fideuram Asset Management (Ireland) dac $14.254.703 452.093 0,20% Hisse senetleri
MACKENZIE FINANCIAL CORP $13.943.790 419.110 0,19% Hisse senetleri
LPL Financial LLC $12.463.091 374.604 0,17% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12.343.170 371.000 0,17% Alım opsiyonu
ARGENT CAPITAL MANAGEMENT LLC $12.081.501 363.135 0,17% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $11.811.885 355.031 0,16% Hisse senetleri
JANE STREET GROUP, LLC $11.488.131 345.300 0,16% Alım opsiyonu
Erste Asset Management GmbH $11.413.797 344.100 0,16% Hisse senetleri
PRINCIPAL FINANCIAL GROUP INC $11.019.357 331.210 0,15% Hisse senetleri
Squarepoint Ops LLC $10.882.085 327.084 0,15% Hisse senetleri
YOUSIF CAPITAL MANAGEMENT, LLC $10.494.782 315.443 0,14% Hisse senetleri
BancorpSouth Bank $10.051.741 420.751 0,14% Hisse senetleri
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9.561.499 287.391 0,13% Hisse senetleri
Cambria Investment Management, L.P. $9.445.020 283.890 0,13% Hisse senetleri
MERCER GLOBAL ADVISORS INC /ADV $9.249.494 278.013 0,13% Hisse senetleri
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $9.225.372 277.288 0,13% Hisse senetleri
FIL Ltd $9.172.838 275.709 0,13% Hisse senetleri
VANGUARD ASSET MANAGEMENT, Ltd $9.119.407 274.103 0,13% Hisse senetleri
Focus Partners Wealth $9.036.069 271.525 0,12% Hisse senetleri
Engineers Gate Manager LP $8.760.024 263.301 0,12% Hisse senetleri
Cresset Asset Management, LLC $8.229.142 244.915 0,11% Hisse senetleri
UBS Group AG $8.199.159 246.443 0,11% Hisse senetleri
AMERIPRISE FINANCIAL INC $7.983.206 239.557 0,11% Hisse senetleri
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7.918.865 335.261 0,11% Hisse senetleri
XTX Topco Ltd $7.771.706 233.595 0,11% Hisse senetleri
Public Sector Pension Investment Board $7.490.042 225.129 0,10% Hisse senetleri
Altrius Capital Management Inc $7.408.974 222.692 0,10% Hisse senetleri
STATE OF WISCONSIN INVESTMENT BOARD $7.232.100 217.376 0,10% Hisse senetleri
Del-Sette Capital Management, LLC $7.062.855 212.289 0,10% Hisse senetleri
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI $6.982.042 209.860 0,10% Hisse senetleri
ALLIANCEBERNSTEIN L.P. $6.824.479 288.928 0,09% Hisse senetleri
Schonfeld Strategic Advisors LLC $6.751.712 202.937 0,09% Hisse senetleri
Sumitomo Mitsui Trust Group, Inc. $6.273.158 188.553 0,09% Hisse senetleri
CHATHAM CAPITAL GROUP, INC. $6.135.820 184.425 0,08% Hisse senetleri
CITADEL ADVISORS LLC $6.088.410 183.000 0,08% Alım opsiyonu
APG Asset Management N.V. $6.066.413 208.468 0,08% Hisse senetleri
Cannell & Spears LLC $5.922.659 178.018 0,08% Hisse senetleri
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $5.830.035 175.234 0,08% Hisse senetleri
Kinloch Capital, LLC $5.736.646 172.427 0,08% Hisse senetleri
Fire Capital Management LLC $5.733.519 172.333 0,08% Hisse senetleri
PNC Financial Services Group, Inc. $5.574.122 167.542 0,08% Hisse senetleri
Uncommon Cents Investing LLC $5.511.974 165.674 0,08% Hisse senetleri
NATIXIS $5.387.278 161.926 0,07% Hisse senetleri
Robeco Institutional Asset Management B.V. $5.343.760 160.618 0,07% Hisse senetleri
Point72 Europe (London) LLP $5.264.450 227.603 0,07% Hisse senetleri
IEQ CAPITAL, LLC $5.117.218 153.808 0,07% Hisse senetleri

Şirket yöneticileri 53 içeriden öğrenenler · 28 yöneticiler · 24 yönetim kurulu üyeleri

İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
Jennifer M Johnson Chief Executive Officer 21 Temmuz 2026 A 3.554.034 0 0 $0
Martin L Flanagan President and Co-CEO 15 Aralık 2004 A 664.146 0 0 $0
Matthew Nicholls Co-President, CFO & COO 21 Temmuz 2026 A 778.797 0 0 $0
Kenneth A Lewis EVP and CFO 20 Aralık 2018 F 149.378 0 0 $0
BAIO JAMES R EVP, CFO and Treasurer 29 Eylül 2006 F 23.610 0 0 $0
Daniel Gamba Co-President, Chief Commercial 21 Temmuz 2026 A 672.720 0 0 $0
Terrence Murphy Co-President, Public Markets 21 Temmuz 2026 A 416.009 0 0 $0
Vijay Chandur Advani Co-President 01 Kasım 2016 A 99.800 0 0 $0
Penelope S Alexander Vice-President, HR - US 16 Şubat 2011 S 20.467 0 0 $0
Gregory E Johnson Executive Chairman 26 Aralık 2025 G 27.716 0 0 $0
Thomas C Merchant EVP, General Counsel 01 Aralık 2025 F 92.612 0 0 $0
Lindsey Harumi Oshita Chief Accounting Officer 14 Ekim 2025 A 28.727 0 0 $0
Alok Sethi EVP, Head of Global Operations 31 Ağustos 2025 F 90.510 0 0 $0
Adam Benjamin Spector EVP, Head Global Distribution 31 Ağustos 2025 F 593.282 0 0 $0
Gwen L Shaneyfelt Chief Accounting Officer 01 Aralık 2023 F 99.732 0 0 $0
Jed A. Plafker Executive Vice President 31 Ağustos 2022 F 117.648 0 0 $0
Craig Steven Tyle EVP & General Counsel 13 Aralık 2021 A 134.220 0 0 $0
Rupert H. Johnson, Jr. Vice Chairman 26 Aralık 2019 S 102.453.045 0 0 $0
William Young Yun EVP-Alternative Strategies 31 Ağustos 2015 F 152.711 0 0 $0
John M Lusk EVP-Investment Management 31 Ağustos 2015 F 42.888 0 0 $0
Holly E Gibson Vice President, Corp Comm 15 Aralık 2010 S 5.068 0 0 $0
Norman Rickard Frisbie JR SVP & Chief Admin Officer 01 Aralık 2010 F 17.336 0 0 $0
Donna S Ikeda VP - HR International 01 Aralık 2010 F 12.565 0 0 $0
Leslie M Kratter SVP & Assistant Secretary 31 Ağustos 2010 F 26.316 0 0 $0
SIMPSON MURRAY Executive Vice President 09 Haziran 2009 S 15.371 0 0 $0
GREEN BARBARA J VP, Dep Gen Counsel & Sec 02 Mayıs 2007 M 11.927 0 0 $0
Harmon E Burns Vice Chariman 31 Ekim 2006 S 830.970 0 0 $0
Charles R Sims Vice President 31 Ocak 2005 A 33.710 0 0 $0
Karen Matsushima King Yönetim kurulu üyesi 01 Temmuz 2026 A 0 0 $0
John Y Kim Yönetim kurulu üyesi 01 Temmuz 2026 A 0 0 $0
Alexander S Friedman Yönetim kurulu üyesi 03 Şubat 2026 A 0 0 $0
John W Thiel Yönetim kurulu üyesi 03 Şubat 2026 A 40.792 0 0 $0
Seth H. Waugh Yönetim kurulu üyesi 03 Şubat 2026 A 2.414 0 0 $0
Anthony Noto Yönetim kurulu üyesi 03 Şubat 2026 A 47.152 0 0 $0
Mariann H Byerwalter Yönetim kurulu üyesi 03 Şubat 2026 A 34.781 0 0 $0
Geoffrey Y Yang Yönetim kurulu üyesi 03 Şubat 2026 A 74.064 0 0 $0
Laura Stein Yönetim kurulu üyesi 04 Ocak 2021 A 3.047 0 0 $0
Mark C Pigott Yönetim kurulu üyesi 01 Ocak 2021 I 857 0 0 $0
Charles Endler Johnson Yönetim kurulu üyesi 12 Şubat 2019 A 30.310 0 0 $0
Samuel H Armacost Yönetim kurulu üyesi 10 Mart 2015 A 0 0 $0
Anne M Tatlock Yönetim kurulu üyesi 05 Kasım 2014 G 480.230 0 0 $0
Charles Crocker Yönetim kurulu üyesi 11 Mart 2014 A 8.660 0 0 $0
Sanchayan Ratnathicam Yönetim kurulu üyesi 14 Mart 2012 A 4.952 0 0 $0
Joseph R Hardiman Yönetim kurulu üyesi 14 Mart 2012 A 7.404 0 0 $0
Peter M Sacerdote Yönetim kurulu üyesi 01 Temmuz 2011 A 29.319 0 0 $0
Robert D Joffe Yönetim kurulu üyesi 01 Ocak 2010 A 6.848 0 0 $0
Louis E Woodworth Yönetim kurulu üyesi 11 Mart 2009 A 1.028.751 0 0 $0
Thomas H Kean Yönetim kurulu üyesi 25 Ocak 2005 A 10.030 0 0 $0
JOHNSON CHARLES B 10% sahip 26 Aralık 2025 G 90.108.421 2 0 $2.134.500
FRANKLIN RESOURCES INC 20 Temmuz 2026 S 5.103.658 1 5 $-93.749.992

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

Aktivistler ve %5+ sahipler 9 pozisyon

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi Dosyalandı Hisse Durum Amaç Başvuru
FRANKLIN RESOURCES INC, JOHNSON CHARLES B, JOHNSON RUPERT H JR, BSP FUND HOLDCO (DEBT STRATEGY) LP ×64 başvurular 12 Ağustos 2026 4,80% Değişiklik Pasif yatırım SEC
Franklin Resources, Inc., Charles B. Johnson 2, Rupert H. Johnson, Jr. 3, Franklin Advisers, Inc. ×109 başvurular 12 Aralık 2024 İlk başvuru Pasif yatırım SEC
Franklin Resources, Inc. (, Charles B. Johnson, Rupert H. Johnson, Jr., Templeton Asset Management Ltd. ×5 başvurular 02 Şubat 2009 İlk başvuru SEC
Templeton Asset Management Ltd., Franklin Resources, Inc. (, Charles B. Johnson, Rupert H. Johnson, Jr. ×13 başvurular 31 Aralık 2007 İlk başvuru SEC
Franklin Advisers, Inc., Franklin Resources, Inc. (, Charles B. Johnson, Rupert H. Johnson, Jr. ×6 başvurular 30 Ağustos 2007 İlk başvuru SEC
Franklin Advisory Services, LLC, Franklin Resources, Inc., Charles B. Johnson, Rupert H. Johnson, Jr. ×4 başvurular 03 Mart 2006 İlk başvuru SEC
John H. Norberg, Jr. 27 Aralık 2005 İlk başvuru Pasif yatırım SEC
Franklin Advisers, Inc. ("FAI"), Franklin Resources, Inc., Charles B. Johnson, Rupert H. Johnson, Jr. ×3 başvurular 31 Mart 2004 İlk başvuru SEC
Franklin Advisory Services, LLC ("FAS"), Franklin Resources, Inc., Charles B. Johnson, Rupert H. Johnson, Jr. 05 Şubat 2004 İlk başvuru 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.

ETF sahipliği 170 ETF'ler tarafından tutuluyor

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon Ağırlık Birimler Tarih itibarıyla Kaynak
DIVY · Tidal Trust I 3,30% 30.203 NS 31 Mayıs 2026 N-PORT
SNPD · DBX ETF Trust 2,22% 1.867 NS 29 Mayıs 2026 N-PORT
WBIY · Absolute Shares Trust 1,87% 33.230 NS 30 Haziran 2026 N-PORT
TMDV · ProShares Trust 1,86% 2.648 NS 31 Mayıs 2026 N-PORT
SPHD · Invesco Exchange-Traded Fund Trust … 1,81% 1.842.768 SH 20 Ağustos 2026 Günlük
NOBL · ProShares Trust 1,67% 5.955.642 NS 31 Mayıs 2026 N-PORT
PEY · Invesco Exchange-Traded Fund Trust 1,67% 579.403 SH 20 Ağustos 2026 Günlük
WBIG · Absolute Shares Trust 1,63% 13.452 NS 30 Haziran 2026 N-PORT
KNG · First Trust Exchange-Traded Fund IV 1,60% 1.799.892 NS 30 Nisan 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1,29% 119.155 SH 20 Ağustos 2026 Günlük
DVYA · iShares, Inc. 1,29% 126.237 SH 20 Ağustos 2026 Günlük
DIVD · EA Series Trust 1,24% 7.249 NS 30 Nisan 2026 N-PORT
KBWD · Invesco Exchange-Traded Fund Trust … 1,24% 152.581 SH 20 Ağustos 2026 Günlük
RPV · Invesco Exchange-Traded Fund Trust 1,23% 627.776 SH 20 Ağustos 2026 Günlük
SYLD · Cambria ETF Trust 1,17% 376.050 NS 30 Nisan 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 1,13% 404.831 NS 30 Nisan 2026 N-PORT
RFDA · ALPS ETF Trust 1,07% 30.312 NS 31 Mayıs 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 1,04% 42.293 SH 20 Ağustos 2026 Günlük
DVY · iShares Trust 0,90% 6.346.628 SH 20 Ağustos 2026 Günlük
HWSM · HOTCHKIS & WILEY FUNDS /DE/ 0,70% 582 NS 30 Haziran 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 0,66% 202.000 20 Ağustos 2026 Günlük
AUSF · Global X Funds 0,56% 151.727 NS 31 Mayıs 2026 N-PORT
QLC · FlexShares Trust 0,54% 162.960 NS 30 Nisan 2026 N-PORT
QDEF · FlexShares Trust 0,54% 95.118 NS 30 Nisan 2026 N-PORT
QDF · FlexShares Trust 0,54% 380.160 NS 30 Nisan 2026 N-PORT
DFAT · Dimensional ETF Trust 0,50% 2.289.927 NS 30 Nisan 2026 N-PORT
NUSC · Nushares ETF Trust 0,39% 167.584 NS 30 Nisan 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,38% 39.433 NS 30 Nisan 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,36% 25.698 NS 30 Nisan 2026 N-PORT
ISCV · iShares Trust 0,30% 61.817 SH 20 Ağustos 2026 Günlük
CSM · ProShares Trust 0,28% 47.906 NS 31 Mayıs 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,26% 115.282 NS 30 Nisan 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,25% 52.004 NS 30 Nisan 2026 N-PORT
DFVE · DoubleLine ETF Trust 0,22% 2.145 NS 30 Haziran 2026 N-PORT
DFSV · Dimensional ETF Trust 0,22% 552.201 NS 30 Nisan 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,22% 4.539.450 SH 19 Ağustos 2026 Günlük
AFMC · First Trust Exchange-Traded Fund VI… 0,21% 11.099 NS 31 Mayıs 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,21% 54.195 SH 19 Ağustos 2026 Günlük
RSP · Invesco Exchange-Traded Fund Trust 0,20% 5.983.487 SH 20 Ağustos 2026 Günlük
BSCU · Invesco Exchange-Traded Self-Indexe… 0,20% 6.150.000 20 Ağustos 2026 Günlük
GMOV · GMO ETF Trust 0,20% 5.801 NS 31 Mayıs 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,18% 830.332 NS 31 Mayıs 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 115.982 NS 30 Nisan 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 40.618 NS 30 Nisan 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0,16% 220.000 20 Ağustos 2026 Günlük
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,16% 23.780 NS 30 Nisan 2026 N-PORT
AFLG · First Trust Exchange-Traded Fund VI… 0,16% 33.103 NS 31 Mayıs 2026 N-PORT
ESML · iShares Trust 0,15% 133.370 SH 20 Ağustos 2026 Günlük
VFMO · VANGUARD WELLINGTON FUND 0,15% 89.541 SH 19 Ağustos 2026 Günlük
ISCB · iShares Trust 0,15% 12.505 SH 20 Ağustos 2026 Günlük