HTB HomeTrust Bancshares, Inc. Common Stock

$47,16
Fiyat · Ağu 19, 2026
Temel veriler itibarıyla Ağu 6, 2026

HomeTrust Bancshares, Inc. Common Stock Hakkında Wikipedia'dan şirket genel bakışı

HomeTrust Bancshares Inc. is an Asheville, North Carolina–based bank holding company with $4.3 billion in assets and 33 branches in North and South Carolina, Georgia and Tennessee. It is the parent of seven community banks—HomeTrust Bank, Tryon Federal Bank, Shelby Savings Bank, Home Savings Bank, Industrial Federal Bank, Cherryville Federal Bank and Rutherford County Bank.

Devamını oku

HomeTrust Bancshares Inc. is an Asheville, North Carolina–based bank holding company with $4.3 billion in assets and 33 branches in North and South Carolina, Georgia and Tennessee. It is the parent of seven community banks—HomeTrust Bank, Tryon Federal Bank, Shelby Savings Bank, Home Savings Bank, Industrial Federal Bank, Cherryville Federal Bank and Rutherford County Bank.

## History

HomeTrust Bank was founded in 1926 as Clyde Building and Loan, in Clyde, North Carolina. Later, the name changed to Clyde Savings and Loan Association, and then Clyde Savings Bank. Ed Broadwell joined the bank in 1965 at age 27, the youngest bank president in the state. The bank had $10 million in assets, and five people worked there. In 1973, the bank bought a block in Asheville and built a new three-story headquarters. Dana Stonestreet, who took over after Broadwell's retirement, said, "They hired more people to open that office than they had in the whole history of the bank." Clyde Savings Bank expanded into Buncombe County and Henderson County. In 2003, the name changed to HomeTrust Bank. By 2010 HomeTrust had two locations in Haywood County, five in Buncombe County and one in Henderson County in North Carolina. In 2013, Broadwell retired after 48 years.

Tryon Federal Bank, started in 1935, had two offices in Polk County, and Shelby Savings Bank, started in 1905, had two offices in Cleveland County.

Rutherford County Bank opened its first office in Forest City in May 2007, at which time it also became part of HomeTrust Banking Partnership.

Home Savings Bank of Rockingham County began June 9, 1909. As of its 100th anniversary in 2009, it had two offices in Eden and one in Reidsville.

Industrial Federal Bank started in 1929. On January 31, 2010, Industrial Federal Bank, with three locations in Davidson County, became part of the HomeTrust Banking Partnership. This gave the partnership 19 offices, and with $1.6 billion in assets, the partnership was the largest mutual bank in the state and the second-largest in the southeastern United States.

Cherryville Federal Savings and Loan in Cherryville joined the partnership later in 2010, adding one location.

As of January 2012, when HomeTrust Bank and its partners announced conversion from mutual to stock. HomeTrust Banking Partnership, if considered one bank, would have been the 11th largest in North Carolina. The formation of HomeTrust Bancshares was also announced at the time. In July 2012 HomeTrust had 20 branches and $1.6 billion in assets.

In 2013, HomeTrust made its first acquisition outside North Carolina, BankGreenville Financial Corp. of Greenville, South Carolina, in a $7.8 million deal.

On January 23, 2014, HomeTrust announced the acquisition of Jefferson Bancshares Inc. of eastern Tennessee, started in 1963, with over $498 million in assets and 12 offices, in a deal worth $51.2 million.

On June 10, 2014, HomeTrust announced it would buy ten Bank of America branches in southwestern Virginia with $504 million in deposits.

In 2016, HomeTrust announced a $31.8 million deal to buy Kingsport, Tennessee–based TriSummit Bank.

On July 26, 2022, HomeTrust said it was buying Quantum Capital Corp., with three branches of Quantum National bank in the Atlanta area and $600 million in assets, in a deal worth $67.6 million. The deal was completed in February 2023.

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

Wikidata ↗

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

Fiyat
$47.16
Piyasa Değeri
$792M
P/E (TTM)
12.3
EPS (TTM)
$3.72
Gelir (TTM)
Temettü Verimi
1.1%
ROE
11.2%
D/E Borç/Özsermaye
52 Haftlık Aralık
$38 – $53

HTB 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
5-point trend, +15.3%
2017-06-30 2021-06-30
Hisse Başına Kâr $3.72
9-point trend, +472.3%
2017-06-30 2025-12-31
Serbest Nakit Akışı $45M
9-point trend, +268.7%
2017-06-30 2025-12-31
Marjlar 30.2%

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

Metrik
5 Yıllık trend
HTB
Akran Ortalaması
P/E (TTM)
5-point trend, -61.1%
12.3
11.9
P/S (TTM) (F/S (TTM))
5-point trend, +55.3%
74.2
1.9
P/B (F/D)
5-point trend, +5.6%
1.3
1.0
Price / FCF (Fiyat / Serbest Nakit Akışı)
5-point trend, +147.0%
17.5

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

Metrik
5 Yıllık trend
HTB
Akran Ortalaması
Net Profit Margin (Net Kâr Marjı)
5-point trend, -80.0%
30.2%
26.4%
ROA
5-point trend, +227.9%
1.4%
1.3%
ROE
5-point trend, +186.4%
11.2%
11.4%

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik
5 Yıllık trend
HTB
Akran Ortalaması

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

Metrik
5 Yıllık trend
HTB
Akran Ortalaması
EPS YoY (EPS YB)
5-point trend, +295.7%
16.2%
Net Income YoY (Net Gelir Yıllık Bazda)
5-point trend, +310.6%
17.4%

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

Metrik
5 Yıllık trend
HTB
Akran Ortalaması
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))
5-point trend, +295.7%
$3.72

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

Metrik
5 Yıllık trend
HTB
Akran Ortalaması
Payout Ratio (Temettü Ödeme Oranı)
5-point trend, -59.3%
13.0%

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

Temettü Verimi
1.1%
Temettü Ödeme Oranı
13.0%
5 Yıllık Temettü CAGR
Ex-tarihiMiktar
13 Ağustos 2026$0,1500
14 Mayıs 2026$0,1500
18 Şubat 2026$0,1300
14 Kasım 2025$0,1300
14 Ağustos 2025$0,1200
15 Mayıs 2025$0,1200
13 Şubat 2025$0,1200
14 Kasım 2024$0,1200
15 Ağustos 2024$0,1100
15 Mayıs 2024$0,1100
14 Şubat 2024$0,1100
15 Kasım 2023$0,1100
16 Ağustos 2023$0,1000
17 Mayıs 2023$0,1000
15 Şubat 2023$0,1000
16 Kasım 2022$0,1000
17 Ağustos 2022$0,0900
18 Mayıs 2022$0,0900
16 Şubat 2022$0,0900
17 Kasım 2021$0,0900

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

AL 9 analist
  • Güçlü Al 2 22,2%
  • Al 4 44,4%
  • Tut 3 33,3%
  • Sat 0 0,0%
  • Güçlü Sat 0 0,0%

12 Aylık Fiyat Hedefi

4 analist · 2026-08-18
Medyan hedef $54.00 +14,5%
Ortalama hedef $54.44 +15,4%

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

Ort. Sürpriz
0.10%
Dönem EPS Gerçek EPS Tahmin Sürpriz
30 Haziran 2026 $0.94 $0.88 0.06%
31 Mart 2026 $0.99 $0.83 0.16%
31 Aralık 2025 $0.93 $0.87 0.06%
30 Eylül 2025 $0.95 $0.88 0.07%
30 Haziran 2025 $0.92 $0.79 0.13%
31 Mart 2025 $0.84 $0.75 0.09%

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
HTB $742M 11.5 30.2% 11.2%
PGC $489M 13.3 24.1% 13.2% 5.8%
FISI $617M 8.6 109.5% 30.6% 12.2%
SHBI $591M 9.9 -0.27% 285.4% 10.3%
CCB $1.73B 37.4 -6.8% 8.7% 9.9%
TCBX $528M 10.0 21.9% 31.7% 12.9%
WASH $562M 10.9 127.6% 22.8% 9.8%
TFC $62.13B 12.9 53.0% 26.1% 8.2%

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

Gelir Tablosu 11
HTB için Yıllık Gelir Tablosu verileri
Metrik Eğilim 202520242023202220212020201920182017
Revenue 5-point trend, +15.3% · · · · $10M $11M $11M $10M $9M
Interest Expense 6-point trend, -35.2% · · · $5M $15M $32M $30M $16M $8M
Interest Income 8-point trend, +157.6% $256M $262M · $116M $119M $136M $137M $117M $99M
Pretax Income 8-point trend, +375.1% $81M $70M · $45M $19M $29M $34M $35M $17M
Income Tax 8-point trend, +219.5% $17M $15M · $10M $3M $6M $7M $27M $5M
Net Income 8-point trend, +443.3% $64M $55M · $36M $16M $23M $27M $8M $12M
EPS (Basic) 8-point trend, +468.2% $3.75 $3.21 · $2.27 $0.96 $1.34 $1.52 $0.45 $0.66
EPS (Diluted) 8-point trend, +472.3% $3.72 $3.20 · $2.23 $0.94 $1.30 $1.46 $0.44 $0.65
Shares (Basic) 8-point trend, -2.3% 16,987,894 16,914,741 · 15,516,173 16,078,066 16,729,056 17,692,493 18,028,854 17,379,487
Shares (Diluted) 8-point trend, -4.7% 17,106,783 16,977,330 · 15,810,409 16,495,115 17,292,239 18,393,184 18,726,431 17,956,443
EBITDA 8-point trend, +266.9% $11M $12M · $9M $-997.0K $-5M $-7M $-6M $-7M
Bilanço 13
HTB için Yıllık Bilanço verileri
Metrik Eğilim 202520242023202220212020201920182017
Cash & Equivalents 9-point trend, +273.3% $325M $279M $347M $105M $51M $122M $71M $45M $87M
PP&E (Net) 9-point trend, -2.0% $62M $70M $71M $69M $71M $58M $61M $63M $64M
Goodwill 9-point trend, +33.0% $34M $34M $34M $26M $26M $26M $26M $26M $26M
Intangibles 8-point trend, -32.4% $5M $7M · $93.0K $343.0K $1M $2M $5M $7M
Total Assets 9-point trend, +41.8% $4.55B $4.60B $4.67B $3.55B $3.52B $3.72B $3.48B $3.30B $3.21B
Total Liabilities 9-point trend, +40.4% $3.94B $4.04B $4.17B $3.16B $3.13B $3.31B $3.07B $2.89B $2.81B
Common Stock 9-point trend, -8.9% $173.0K $175.0K $174.0K $156.0K $167.0K $170.0K $180.0K $191.0K $190.0K
Paid-in Capital 9-point trend, -21.8% $167M $177M $172M $126M $161M $170M $190M $217M $213M
Retained Earnings 9-point trend, +127.8% $437M $381M $333M $270M $240M $243M $225M $201M $192M
AOCI 9-point trend, +110.6% $575.0K $-2M $-2M $-2M $2M $2M $733.0K $-2M $273.0K
Stockholders' Equity 9-point trend, +51.1% $601M $552M $500M $389M $397M $408M $409M $409M $398M
Liabilities + Equity 9-point trend, +41.8% $4.55B $4.60B $4.67B $3.55B $3.52B $3.72B $3.48B $3.30B $3.21B
Shares Outstanding 9-point trend, -8.9% 17,286,289 17,527,709 17,387,069 15,591,466 16,636,483 17,021,357 17,984,105 19,041,668 18,967,875
Nakit Akışı 17
HTB için Yıllık Nakit Akışı verileri
Metrik Eğilim 202520242023202220212020201920182017
D&A 8-point trend, +266.9% $11M $12M · $9M $9M $6M $-7M $-6M $-7M
Deferred Tax 8-point trend, -97.3% $132.0K $1M · $7M $4M $5M $5M $26M $5M
Restructuring 4-point trend, +0.00 · · · $0 $2M $0 $0 · ·
Other Non-cash 8-point trend, -624.6% $-26M $-23M · $-17M $-15M $-65M $-18M $3M $5M
Operating Cash Flow 8-point trend, +227.4% $49M $45M · $39M $10M $-39M $8M $31M $15M
CapEx 8-point trend, +47.7% $4M $3M · $7M $16M $3M $2M $3M $3M
Investing Cash Flow 8-point trend, +203.1% $110M $21M · $29M $149M $-128M $-150M $-134M $-107M
Debt Issued 4-point trend, -100.0% · $0 · $60M $0 $175M · · ·
Net Debt Issued Flat — no change across 3 periods $0 $0 · $0 · · · · ·
Stock Repurchased 8-point trend, +13612000.00 $14M $645.0K · $43M $16M $24M $31M $0 $0
Net Stock Activity 8-point trend, -13612000.00 $-14M $-645.0K · $-43M $-16M $-24M $-31M $0 $0
Dividends Paid 8-point trend, +8381000.00 $8M $8M · $5M $5M $5M $3M $0 $0
Financing Cash Flow 8-point trend, -190.5% $-114M $-134M · $-14M $-230M $218M $143M $86M $126M
Net Change in Cash 8-point trend, +32.2% $45M $-68M · $54M $-71M $51M $297.0K $-16M $34M
Taxes Paid $19M · · · · · · · ·
Free Cash Flow 8-point trend, +268.7% $45M $42M · $28M $-13M $-45M $6M $28M $12M
Levered FCF 6-point trend, +265.7% · · · $24M $-26M $-70M $-19M $24M $7M
Kârlılık 5
HTB için Yıllık Kârlılık verileri
Metrik Eğilim 202520242023202220212020201920182017
Net Margin 8-point trend, +171.9% 30.2% 27.1% · 23.8% 151.1% 215.5% 243.9% 6.9% 11.1%
Pretax Margin 8-point trend, +137.7% 38.0% 34.6% · 30.3% 184.1% 272.4% 304.9% 29.1% 16.0%
EBITDA Margin 8-point trend, +183.7% 5.2% 5.8% · 6.2% -9.6% -50.6% -61.4% -5.0% -6.2%
ROA 8-point trend, +252.5% 1.4% 1.2% · 1.0% 0.43% 0.63% 0.80% 0.25% 0.40%
ROE 8-point trend, +256.9% 11.2% 10.4% · 9.1% 3.9% 5.6% 6.6% 2.0% 3.1%
Verimlilik 1
HTB için Yıllık Verimlilik verileri
Metrik Eğilim 202520242023202220212020201920182017
Asset Turnover 8-point trend, +29.4% 0.0 0.0 · 0.0 0.0 0.0 0.0 0.0 0.0
Hisse Başına 6
HTB için Yıllık Hisse Başına verileri
Metrik Eğilim 202520242023202220212020201920182017
Book Value / Share 8-point trend, +65.8% $34.75 $31.48 · $24.94 $23.83 $23.99 $22.74 $21.49 $20.96
Revenue / Share 8-point trend, +109.7% $12.46 $11.91 · $9.49 $0.63 $0.61 $0.61 $6.42 $5.94
Cash Flow / Share 8-point trend, +243.7% $2.89 $2.65 · $2.20 $0.17 $-2.43 $0.42 $1.67 $0.84
Cash / Share 8-point trend, +309.6% $18.78 $15.93 · $6.74 $3.06 $7.15 $2.27 $3.72 $4.59
Dividend Paid / Share 6-point trend, +172.2% $0 $0 · $0 $0 $0 $0 · ·
EPS (TTM) 8-point trend, +472.3% $3.72 $3.20 · $2.23 $0.94 $1.30 $1.46 $0.44 $0.65
Büyüme Oranları 3
HTB için Yıllık Büyüme Oranları verileri
Metrik Eğilim 202520242023202220212020201920182017
Revenue YoY · · · · -1.9% · · · ·
EPS YoY 3-point trend, +158.7% 16.2% · · 137.2% -27.7% · · · ·
Net Income YoY 3-point trend, +155.9% 17.4% · · 127.5% -31.2% · · · ·
Değerleme (TTM) 13
HTB için Yıllık Değerleme (TTM) verileri
Metrik Eğilim 202520242023202220212020201920182017
Revenue TTM 8-point trend, +18.7% $11M $11M · $11M $10M $11M $11M $10M $9M
Net Income TTM 8-point trend, +443.3% $64M $55M · $36M $16M $23M $27M $8M $12M
Market Cap 8-point trend, +60.4% $742M $590M · $390M $464M $272M $452M $536M $463M
P/E 8-point trend, -69.3% 11.5 10.5 · 11.2 29.7 12.3 17.2 64.0 37.5
P/S 8-point trend, +35.1% 69.5 55.2 · 36.5 44.7 25.8 40.6 52.8 51.4
P/B 8-point trend, +6.2% 1.2 1.1 · 1.0 1.2 0.7 1.1 1.3 1.2
P / Tangible Book 5-point trend, +85.1% 1.3 1.2 · 1.1 1.3 0.7 · · ·
P / Cash Flow 8-point trend, -51.0% 15.0 13.1 · 11.2 168.4 -6.5 59.0 17.1 30.6
P / FCF 8-point trend, -56.5% 16.4 14.1 · 13.8 -34.8 -6.1 81.6 19.2 37.6
Dividend Yield 8-point trend, +0.01 1.1% 1.3% · 1.4% 1.1% 1.7% 0.70% 0.00% 0.00%
Earnings Yield 8-point trend, +225.6% 8.7% 9.5% · 8.9% 3.4% 8.1% 5.8% 1.6% 2.7%
Payout Ratio 6-point trend, +11.3% 13.0% 14.0% · 15.3% 32.0% 20.0% 11.7% · ·
Annual Payout 8-point trend, +8381000.00 $8M $8M · $5M $5M $5M $3M $0 $0

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

Gelir Tablosu
2025-12-312024-12-312023-12-312023-06-302022-06-30
Net Gelir $64M$55M$45M$36M
Seyreltilmiş Hisse Başı Kâr $3.72$3.20$2.80$2.23
Nakit Akışı
2025-12-312024-12-312023-12-312023-06-302022-06-30
Serbest Nakit Akışı $45M$42M$-46M$28M

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) 187 dosya · $385.5M 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
49 (+31 önceki Ç'ye göre) 5 (-7 önceki Ç'ye göre) 53 (+13 önceki Ç'ye göre) 35 (-4 önceki Ç'ye göre) +501K

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
FJ Capital Management LLC $41.863.447 839.115 10,86% Hisse senetleri
DIMENSIONAL FUND ADVISORS LP $40.791.461 817.628 10,58% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $32.144.776 644.313 8,34% Hisse senetleri
AMERICAN CENTURY COMPANIES INC $27.760.891 556.442 7,20% Hisse senetleri
STATE STREET CORP $23.094.630 462.911 5,99% Hisse senetleri
RENAISSANCE TECHNOLOGIES LLC $21.792.700 436.815 5,65% Hisse senetleri
ALLIANCEBERNSTEIN L.P. $20.454.172 479.582 5,31% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $15.650.275 313.617 4,06% Hisse senetleri
Private Capital Management, LLC $12.389.433 248.335 3,21% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $7.525.457 150.841 1,95% Hisse senetleri
ROYCE & ASSOCIATES LP $7.255.553 145.431 1,88% Hisse senetleri
Qube Research & Technologies Ltd $6.848.799 137.278 1,78% Hisse senetleri
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6.218.838 124.651 1,61% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $5.693.746 114.126 1,48% Hisse senetleri
Polaris Capital Management, LLC $5.373.153 107.700 1,39% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $4.427.837 88.752 1,15% Hisse senetleri
BlackRock, Inc. $4.410.376 88.402 1,14% Hisse senetleri
GOLDMAN SACHS GROUP INC $4.283.206 85.853 1,11% Hisse senetleri
TWO SIGMA INVESTMENTS, LP $4.132.139 82.825 1,07% Hisse senetleri
Empowered Funds, LLC $4.098.513 82.151 1,06% Hisse senetleri
MORGAN STANLEY $3.978.877 79.753 1,03% Hisse senetleri
WELLINGTON MANAGEMENT GROUP LLP $3.951.288 79.200 1,03% Hisse senetleri
SALZHAUER MICHAEL $3.927.592 78.725 1,02% Hisse senetleri
VANGUARD GROUP INC $3.753.557 87.414 0,97% Hisse senetleri
Foundry Partners, LLC $3.603.685 105.125 0,93% Hisse senetleri
Oppenheimer & Close, LLC $2.629.602 52.708 0,68% Hisse senetleri
Rosenthal | Henry Capital Advisors, Inc. $2.496.844 50.047 0,65% Hisse senetleri
BARCLAYS PLC $2.324.275 46.588 0,60% Hisse senetleri
Bank of New York Mellon Corp $2.187.876 43.854 0,57% Hisse senetleri
FIRST TRUST ADVISORS LP $2.154.998 43.195 0,56% Hisse senetleri
AQR CAPITAL MANAGEMENT LLC $2.151.513 43.125 0,56% Hisse senetleri
Elizabeth Park Capital Advisors, Ltd. $2.033.516 40.760 0,53% Hisse senetleri
JACOBS LEVY EQUITY MANAGEMENT, INC $1.972.251 39.532 0,51% Hisse senetleri
CITADEL ADVISORS LLC $1.932.339 38.732 0,50% Hisse senetleri
FRANKLIN RESOURCES INC $1.847.826 37.038 0,48% Hisse senetleri
LAZARD ASSET MANAGEMENT LLC $1.759.221 35.262 0,46% Hisse senetleri
Brandywine Global Investment Management, LLC $1.560.354 36.338 0,40% Hisse senetleri
Goepper Burkhardt LLC $1.277.134 25.599 0,33% Hisse senetleri
MILLENNIUM MANAGEMENT LLC $1.270.948 25.475 0,33% Hisse senetleri
Round Hill Asset Management $1.199.555 24.044 0,31% Hisse senetleri
D. E. Shaw & Co., Inc. $1.150.563 23.062 0,30% Hisse senetleri
Flywheel Private Wealth LLC $1.097.580 22.000 0,28% Hisse senetleri
Sanctuary Advisors, LLC $1.024.840 20.542 0,27% Hisse senetleri
RHUMBLINE ADVISERS $1.011.014 20.265 0,26% Hisse senetleri
Huber Capital Management LLC $885.148 17.742 0,23% Hisse senetleri
EJF Capital LP $858.258 17.203 0,22% Hisse senetleri
BANK OF AMERICA CORP /DE/ $856.461 17.167 0,22% Hisse senetleri
LOS ANGELES CAPITAL MANAGEMENT LLC $852.719 17.092 0,22% Hisse senetleri
Daytona Street Capital LLC $825.095 17.000 0,21% Hisse senetleri
BNP PARIBAS FINANCIAL MARKETS $817.448 16.385 0,21% Hisse senetleri
STRS OHIO $778.284 15.600 0,20% Hisse senetleri
Concurrent Investment Advisors, LLC $773.794 15.510 0,20% Hisse senetleri
Point72 Asset Management, L.P. $755.384 15.141 0,20% Hisse senetleri
DEUTSCHE BANK AG\ $754.387 15.121 0,20% Hisse senetleri
XTX Topco Ltd $711.232 14.256 0,18% Hisse senetleri
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $694.718 13.925 0,18% Hisse senetleri
ANCHYRA PARTNERS LLC $692.573 13.882 0,18% Hisse senetleri
Quantinno Capital Management LP $685.756 13.745 0,18% Hisse senetleri
CAPTRUST FINANCIAL ADVISORS $673.260 13.495 0,17% Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $658.648 13.202 0,17% Hisse senetleri
Odyssean, LLC $655.555 13.140 0,17% Hisse senetleri
WELLS FARGO & COMPANY/MN $648.021 12.989 0,17% Hisse senetleri
Park Capital Management, LLC / WI $599.927 12.025 0,16% Hisse senetleri
EQUITABLE TRUST CO $597.433 11.975 0,15% Hisse senetleri
ALPS ADVISORS INC $593.242 11.891 0,15% Hisse senetleri
AMERIPRISE FINANCIAL INC $563.956 11.304 0,15% Hisse senetleri
Trexquant Investment LP $549.039 11.005 0,14% Hisse senetleri
AMG National Trust Bank $548.790 11.000 0,14% Hisse senetleri
GAMCO INVESTORS, INC. ET AL $536.318 10.750 0,14% Hisse senetleri
Symmetry Partners, LLC $531.428 10.652 0,14% Hisse senetleri
TWO SIGMA ADVISERS, LP $510.986 11.900 0,13% Hisse senetleri
Aquatic Capital Management LLC $466.372 9.348 0,12% Hisse senetleri
MetLife Investment Management, LLC $461.383 9.248 0,12% Hisse senetleri
Able Wealth Management LLC $457.491 9.170 0,12% Hisse senetleri
Fifth Third Wealth Advisors LLC $453.849 9.097 0,12% Hisse senetleri
CARY STREET PARTNERS FINANCIAL LLC $452.203 9.064 0,12% Hisse senetleri
FEDERATED HERMES, INC. $447.264 8.965 0,12% Hisse senetleri
JPMORGAN CHASE & CO $435.588 8.814 0,11% Hisse senetleri
ExodusPoint Capital Management, LP $430.850 8.636 0,11% Hisse senetleri
HUB Investment Partners, LLC $419.575 8.410 0,11% Hisse senetleri
Squarepoint Ops LLC $400.467 8.027 0,10% Hisse senetleri
Engineers Gate Manager LP $370.034 7.417 0,10% Hisse senetleri
Empirical Asset Management, LLC $364.147 7.299 0,09% Hisse senetleri
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $356.264 7.141 0,09% Hisse senetleri
ZACKS INVESTMENT MANAGEMENT $356.165 7.139 0,09% Hisse senetleri
Integrated Quantitative Investments LLC $350.577 7.027 0,09% Hisse senetleri
NEW YORK STATE COMMON RETIREMENT FUND $350.427 7.024 0,09% Hisse senetleri
Harbor Advisors LLC $348.981 6.995 0,09% Hisse senetleri
TUDOR INVESTMENT CORP ET AL $346.286 6.941 0,09% Hisse senetleri
Cetera Investment Advisers $336.758 6.750 0,09% Hisse senetleri
OCCUDO QUANTITATIVE STRATEGIES LP $320.543 6.425 0,08% Hisse senetleri
AlphaQuest LLC $309.340 7.204 0,08% Hisse senetleri
Invesco Ltd. $307.173 6.157 0,08% Hisse senetleri
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $302.084 6.055 0,08% Hisse senetleri
PANAGORA ASSET MANAGEMENT INC $298.592 5.985 0,08% Hisse senetleri
COBBLESTONE CAPITAL ADVISORS LLC /NY/ $297.020 7.255 0,08% Hisse senetleri
Cubist Systematic Strategies, LLC $295.095 7.208 0,08% Hisse senetleri
TWO SIGMA SECURITIES, LLC $292.655 5.866 0,08% Hisse senetleri
Rafferty Asset Management, LLC $287.117 5.755 0,07% Hisse senetleri
BEESE FULMER INVESTMENT MANAGEMENT, INC. $283.176 5.676 0,07% Hisse senetleri

Şirket yöneticileri 36 içeriden öğrenenler · 15 yöneticiler · 24 yönetim kurulu üyeleri

İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
Hunter Westbrook President and CEO 11 Eylül 2023 F 71.531 0 0 $0
Edward F. Broadwell Jr. Chief Executive Officer 11 Şubat 2013 A 204.500 0 0 $0
Tony J. Vuncannon EVP, CFO and Treasurer 11 Eylül 2023 J 60.114 0 0 $0
Marty T. Caywood EVP, Chief Information Officer 11 Eylül 2023 F 9.187 0 0 $0
Dana L. Stonestreet Executive Chairman 11 Eylül 2023 F 244.396 0 0 $0
Keith J Houghton EVP, Chief Credit Officer 11 Eylül 2023 F 12.781 0 0 $0
Lora Jex EVP and Chief Risk Officer 08 Eylül 2023 A 1.000 0 0 $0
Parrish R. Little EVP, Chief Risk Officer 28 Şubat 2023 M 12.334 0 0 $0
Megan Pelletier EVP and Chief People Officer 10 Şubat 2023 A 4.837 0 0 $0
Kristin Y. Powell EVP 10 Şubat 2023 A 13.268 0 0 $0
Anna Marie Smith EVP and Chief HR Officer 20 Mayıs 2021 A 2.000 0 0 $0
Paula C. Labian EVP, Chief Human Resources Off 11 Şubat 2020 A 7.750 0 0 $0
Howard L. Sellinger EVP, Chief Information Officer 11 Şubat 2019 F 26.150 0 0 $0
Teresa M. White EVP, CAO and Corp Secretary 11 Şubat 2017 F 16.198 0 0 $0
Charles I. Abbitt Jr. SVP, Chief Risk Officer 11 Şubat 2014 F 21.232 0 0 $0
Laura C Kendall Yönetim kurulu üyesi 30 Temmuz 2026 M 24.229 0 1 $-511.300
Rebekah M. Lowe Yönetim kurulu üyesi 02 Haziran 2026 F 5.455 0 0 $0
Jesse Cureton Yönetim kurulu üyesi 01 Haziran 2026 A 3.201 0 0 $0
Narasimhulu Neelagaru Yönetim kurulu üyesi 01 Haziran 2026 A 224.941 0 0 $0
John Switzer Yönetim kurulu üyesi 01 Haziran 2026 A 9.750 0 0 $0
Dwight L. Jacobs Yönetim kurulu üyesi 01 Haziran 2026 A 3.746 0 0 $0
Richard Tyrone Williams Yönetim kurulu üyesi 01 Haziran 2026 A 26.229 0 0 $0
Bonnie V Hancock Yönetim kurulu üyesi 01 Haziran 2026 A 3.601 0 0 $0
Robert E. James Yönetim kurulu üyesi 19 Mayıs 2023 P 16.447 0 0 $0
Craig C. Koontz Yönetim kurulu üyesi 11 Şubat 2023 F 33.811 0 0 $0
Sidney A. Biesecker Yönetim kurulu üyesi 11 Şubat 2023 F 33.473 0 0 $0
K. F. Mcfarland III Yönetim kurulu üyesi 10 Şubat 2023 A 40.274 0 0 $0
Steven J. Goforth Yönetim kurulu üyesi 11 Şubat 2020 A 26.416 0 0 $0
Robert G Dinsmore JR Yönetim kurulu üyesi 11 Şubat 2019 A 15.500 0 0 $0
Peggy C. Melville Yönetim kurulu üyesi 11 Şubat 2018 A 34.800 0 0 $0
Anderson L Smith Yönetim kurulu üyesi 06 Mayıs 2016 S 0 0 0 $0
Stanford H. Allen Yönetim kurulu üyesi 11 Şubat 2016 F 16.933 0 0 $0
Larry S. Mcdevitt Yönetim kurulu üyesi 11 Eylül 2015 S 19.960 0 0 $0
Robert E. Shepherd Sr. Yönetim kurulu üyesi 11 Şubat 2015 F 17.135 0 0 $0
William T. Flynt Yönetim kurulu üyesi 11 Şubat 2013 A 24.100 0 0 $0
Franklin V. Beam Yönetim kurulu üyesi 10 Temmuz 2012 P 20.000 0 0 $0

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

Aktivistler ve %5+ sahipler 1 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
Infinity Trust dated as of December 1, 2017, Narasimhulu Neelagaru M.D. 22 Şubat 2023 İlk başvuru Pasif yatırım 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 46 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
OASC · Unified Series Trust 0,40% 7.225 NS 31 Mayıs 2026 N-PORT
BFOR · ALPS ETF Trust 0,25% 11.717 NS 31 Mayıs 2026 N-PORT
IWC · iShares Trust 0,18% 52.831 SH 08 Ağustos 2026 Günlük
FSCC · Federated Hermes ETF Trust 0,14% 8.437 NS 31 Mayıs 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,08% 450.585 NS 31 Mayıs 2026 N-PORT
DPST · Direxion Shares ETF Trust 0,08% 8.187 NS 30 Nisan 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0,06% 7.779 SH 08 Ağustos 2026 Günlük
AVSC · AMERICAN CENTURY ETF TRUST 0,06% 35.404 NS 31 Mayıs 2026 N-PORT
IWN · iShares Trust 0,05% 152.135 SH 08 Ağustos 2026 Günlük
VTWV · VANGUARD SCOTTSDALE FUNDS 0,05% 13.515 SH 08 Ağustos 2026 Günlük
DFSV · Dimensional ETF Trust 0,04% 69.435 NS 30 Nisan 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,03% 6.730 NS 31 Mayıs 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,03% 1.749 SH 08 Ağustos 2026 Günlük
DFAT · Dimensional ETF Trust 0,03% 78.664 NS 30 Nisan 2026 N-PORT
IWM · iShares Trust 0,02% 382.753 SH 08 Ağustos 2026 Günlük
ROSC · Lattice Strategies Trust 0,02% 285 NS 30 Nisan 2026 N-PORT
RSSL · Global X Funds 0,02% 6.851 NS 30 Nisan 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,02% 2.204 SH 08 Ağustos 2026 Günlük
VTWO · VANGUARD SCOTTSDALE FUNDS 0,02% 89.154 SH 08 Ağustos 2026 Günlük
ITWO · ProShares Trust 0,02% 741 NS 31 Mayıs 2026 N-PORT
DFAS · Dimensional ETF Trust 0,02% 55.333 NS 30 Nisan 2026 N-PORT
ISCV · iShares Trust 0,02% 2.450 SH 08 Ağustos 2026 Günlük
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 8.324 SH 08 Ağustos 2026 Günlük
SCHA · SCHWAB STRATEGIC TRUST 0,01% 64.937 NS 31 Mayıs 2026 N-PORT
ISCB · iShares Trust 0,01% 672 SH 08 Ağustos 2026 Günlük
UWM · ProShares Trust 0,01% 581 NS 31 Mayıs 2026 N-PORT
ISCG · iShares Trust 0,01% 2.095 SH 08 Ağustos 2026 Günlük
VXF · VANGUARD INDEX FUNDS 0,01% 148.349 SH 08 Ağustos 2026 Günlük
VFH · VANGUARD WORLD FUND 0,01% 24.439 SH 08 Ağustos 2026 Günlük
URTY · ProShares Trust 0,01% 590 NS 31 Mayıs 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 540 NS 30 Nisan 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 788 NS 31 Mayıs 2026 N-PORT
HDG · ProShares Trust 0,00% 15 NS 31 Mayıs 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 28.096 NS 30 Nisan 2026 N-PORT
EBI · RBB Fund Trust 0,00% 392 NS 31 Mayıs 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 7.737 NS 31 Mayıs 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 1.462 NS 30 Nisan 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 792 NS 30 Nisan 2026 N-PORT
ITOT · iShares Trust 0,00% 27.475 SH 08 Ağustos 2026 Günlük
DFAU · Dimensional ETF Trust 0,00% 3.727 NS 30 Nisan 2026 N-PORT
IWV · iShares Trust 0,00% 5.526 SH 08 Ağustos 2026 Günlük
DFUS · Dimensional ETF Trust 0,00% 5.179 NS 30 Nisan 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 8.573 NS 31 Mayıs 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,00% 30 NS 31 Mayıs 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 480.117 SH 08 Ağustos 2026 Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.289 SH 08 Ağustos 2026 Günlük