HTB HomeTrust Bancshares, Inc. Common Stock

NYSE · Banking · 在 SEC EDGAR 上查看 ↗
$47.16
价格 · 八月 19, 2026
截至...的财报数据 八月 6, 2026
52周区间
$38–$52
62% of range
分析师评级
BUY
9 analysts
目标价
$54
+15% upside
P/E (TTM)
12.3
ROE
11.2%
净利润率
30.2%

关于 HomeTrust Bancshares, Inc. Common Stock 公司概况（来自维基百科）

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.

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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.

来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

HTB 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$47.16
市值
$792M
P/E (TTM)
12.3
每股收益 (TTM)
$3.72
营收 (TTM)
—
股息收益率
1.1%
ROE
11.2%
负债/权益
—
52周区间
$38 – $53

HTB 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 —
5-point trend, +15.3%
2017-06-30 → 2021-06-30
EPS $3.72
9-point trend, +472.3%
2017-06-30 → 2025-12-31
自由现金流 $45M
9-point trend, +268.7%
2017-06-30 → 2025-12-31
利润率 30.2%

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？

指标
5年趋势
HTB
同行中位数
P/E (TTM)
5-point trend, -61.1%
12.3
11.9
P/S (TTM) (市销率 (TTM))
5-point trend, +55.3%
74.2
1.9
P/B (市净率)
5-point trend, +5.6%
1.3
1.0
Price / FCF (股价/自由现金流)
5-point trend, +147.0%
17.5
—

盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
HTB
同行中位数
Net Profit Margin (净利润率)
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%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
HTB
同行中位数

成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
HTB
同行中位数
EPS YoY
5-point trend, +295.7%
16.2%
—
Net Income YoY (净利润同比增长)
5-point trend, +310.6%
17.4%
—

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
HTB
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +295.7%
$3.72
—

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
HTB
同行中位数
Payout Ratio (派息率)
5-point trend, -59.3%
13.0%
—

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
1.1%
派息率
13.0%
5年股息复合年增长率 (CAGR)
—
除息日金额
2026年8月13日$0.1500
2026年5月14日$0.1500
2026年2月18日$0.1300
2025年11月14日$0.1300
2025年8月14日$0.1200
2025年5月15日$0.1200
2025年2月13日$0.1200
2024年11月14日$0.1200
2024年8月15日$0.1100
2024年5月15日$0.1100
2024年2月14日$0.1100
2023年11月15日$0.1100
2023年8月16日$0.1000
2023年5月17日$0.1000
2023年2月15日$0.1000
2022年11月16日$0.1000
2022年8月17日$0.0900
2022年5月18日$0.0900
2022年2月16日$0.0900
2021年11月17日$0.0900

HTB 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 9 位分析师
  • 强烈买入 2 22.2%
  • 买入 4 44.4%
  • 持有 3 33.3%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

4 位分析师 · 2026-08-18
中位数目标 $54.00 +14.5%
平均目标 $54.44 +15.4%

收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期

平均惊喜
0.10%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $0.94 $0.88 0.06%
2026年3月31日 $0.99 $0.83 0.16%
2025年12月31日 $0.93 $0.87 0.06%
2025年9月30日 $0.95 $0.88 0.07%
2025年6月30日 $0.92 $0.79 0.13%
2025年3月31日 $0.84 $0.75 0.09%

同行比较（GICS 子行业） 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
HTB $742M 11.5 — 30.2% 11.2% —
SMBC — 10.6 11.1% 32.1% 11.3% —
FISI $617M 8.6 109.5% 30.6% 12.2% —
PGC $489M 13.3 24.1% 13.2% 5.8% —
SHBI $591M 9.9 -0.27% 285.4% 10.3% —
WASH $562M 10.9 127.6% 22.8% 9.8% —
TCBX $528M 10.0 21.9% 31.7% 12.9% —
CCB $1.73B 37.4 -6.8% 8.7% 9.9% —
AROW — 11.8 17.6% — — —
TFC $62.13B 12.9 53.0% 26.1% 8.2% —

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 11
HTB 的年度损益表数据
指标 趋势 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
资产负债表 13
HTB 的年度资产负债表数据
指标 趋势 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
现金流 17
HTB 的年度现金流数据
指标 趋势 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
盈利能力 5
HTB 的年度盈利能力数据
指标 趋势 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%
效率 1
HTB 的年度效率数据
指标 趋势 202520242023202220212020201920182017
Asset Turnover 8-point trend, +29.4% 0.0 0.0 · 0.0 0.0 0.0 0.0 0.0 0.0
每股 6
HTB 的年度每股数据
指标 趋势 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
增长率 3
HTB 的年度增长率数据
指标 趋势 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% · · · ·
估值 (TTM) 13
HTB 的年度估值 (TTM)数据
指标 趋势 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

财务报表 损益表、资产负债表、现金流量表 — 年度，近5年

损益表
2025-12-312024-12-312023-12-312023-06-302022-06-30
净收入 $64M$55M—$45M$36M
稀释后每股收益 (EPS) $3.72$3.20—$2.80$2.23
现金流
2025-12-312024-12-312023-12-312023-06-302022-06-30
自由现金流 $45M$42M—$-46M$28M

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机构持有人 (13F) 187 家申报者 · $385.5M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
49 (+27 与上一季度对比) 5 (-7 与上一季度对比) 53 (+13 与上一季度对比) 35 (-4 与上一季度对比) -400K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
FJ Capital Management LLC $41863447 839115 10.86% 股份
DIMENSIONAL FUND ADVISORS LP $40791461 817628 10.58% 股份
VANGUARD CAPITAL MANAGEMENT LLC $32144776 644313 8.34% 股份
AMERICAN CENTURY COMPANIES INC $27760891 556442 7.20% 股份
STATE STREET CORP $23094630 462911 5.99% 股份
RENAISSANCE TECHNOLOGIES LLC $21792700 436815 5.65% 股份
ALLIANCEBERNSTEIN L.P. $20454172 479582 5.31% 股份
GEODE CAPITAL MANAGEMENT, LLC $15650275 313617 4.06% 股份
Private Capital Management, LLC $12389433 248335 3.21% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $7525457 150841 1.95% 股份
ROYCE & ASSOCIATES LP $7255553 145431 1.88% 股份
Qube Research & Technologies Ltd $6848799 137278 1.78% 股份
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6218838 124651 1.61% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $5693746 114126 1.48% 股份
Polaris Capital Management, LLC $5373153 107700 1.39% 股份
VANGUARD FIDUCIARY TRUST CO $4427837 88752 1.15% 股份
BlackRock, Inc. $4410376 88402 1.14% 股份
GOLDMAN SACHS GROUP INC $4283206 85853 1.11% 股份
TWO SIGMA INVESTMENTS, LP $4132139 82825 1.07% 股份
Empowered Funds, LLC $4098513 82151 1.06% 股份
MORGAN STANLEY $3978877 79753 1.03% 股份
WELLINGTON MANAGEMENT GROUP LLP $3951288 79200 1.03% 股份
SALZHAUER MICHAEL $3927592 78725 1.02% 股份
VANGUARD GROUP INC $3753557 87414 0.97% 股份
Foundry Partners, LLC $3603685 105125 0.93% 股份
Oppenheimer & Close, LLC $2629602 52708 0.68% 股份
Rosenthal | Henry Capital Advisors, Inc. $2496844 50047 0.65% 股份
BARCLAYS PLC $2324275 46588 0.60% 股份
Bank of New York Mellon Corp $2187876 43854 0.57% 股份
FIRST TRUST ADVISORS LP $2154998 43195 0.56% 股份
AQR CAPITAL MANAGEMENT LLC $2151513 43125 0.56% 股份
Elizabeth Park Capital Advisors, Ltd. $2033516 40760 0.53% 股份
JACOBS LEVY EQUITY MANAGEMENT, INC $1972251 39532 0.51% 股份
CITADEL ADVISORS LLC $1932339 38732 0.50% 股份
FRANKLIN RESOURCES INC $1847826 37038 0.48% 股份
LAZARD ASSET MANAGEMENT LLC $1759221 35262 0.46% 股份
Brandywine Global Investment Management, LLC $1560354 36338 0.40% 股份
Goepper Burkhardt LLC $1277134 25599 0.33% 股份
MILLENNIUM MANAGEMENT LLC $1270948 25475 0.33% 股份
Round Hill Asset Management $1199555 24044 0.31% 股份
D. E. Shaw & Co., Inc. $1150563 23062 0.30% 股份
Flywheel Private Wealth LLC $1097580 22000 0.28% 股份
Sanctuary Advisors, LLC $1024840 20542 0.27% 股份
RHUMBLINE ADVISERS $1011014 20265 0.26% 股份
Huber Capital Management LLC $885148 17742 0.23% 股份
EJF Capital LP $858258 17203 0.22% 股份
BANK OF AMERICA CORP /DE/ $856461 17167 0.22% 股份
LOS ANGELES CAPITAL MANAGEMENT LLC $852719 17092 0.22% 股份
Daytona Street Capital LLC $825095 17000 0.21% 股份
BNP PARIBAS FINANCIAL MARKETS $817448 16385 0.21% 股份
STRS OHIO $778284 15600 0.20% 股份
Concurrent Investment Advisors, LLC $773794 15510 0.20% 股份
Point72 Asset Management, L.P. $755384 15141 0.20% 股份
DEUTSCHE BANK AG\ $754387 15121 0.20% 股份
XTX Topco Ltd $711232 14256 0.18% 股份
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $694718 13925 0.18% 股份
ANCHYRA PARTNERS LLC $692573 13882 0.18% 股份
Quantinno Capital Management LP $685756 13745 0.18% 股份
CAPTRUST FINANCIAL ADVISORS $673260 13495 0.17% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $658648 13202 0.17% 股份
Odyssean, LLC $655555 13140 0.17% 股份
WELLS FARGO & COMPANY/MN $648021 12989 0.17% 股份
Park Capital Management, LLC / WI $599927 12025 0.16% 股份
EQUITABLE TRUST CO $597433 11975 0.15% 股份
ALPS ADVISORS INC $593242 11891 0.15% 股份
AMERIPRISE FINANCIAL INC $563956 11304 0.15% 股份
Trexquant Investment LP $549039 11005 0.14% 股份
AMG National Trust Bank $548790 11000 0.14% 股份
GAMCO INVESTORS, INC. ET AL $536318 10750 0.14% 股份
Symmetry Partners, LLC $531428 10652 0.14% 股份
TWO SIGMA ADVISERS, LP $510986 11900 0.13% 股份
Aquatic Capital Management LLC $466372 9348 0.12% 股份
MetLife Investment Management, LLC $461383 9248 0.12% 股份
Able Wealth Management LLC $457491 9170 0.12% 股份
Fifth Third Wealth Advisors LLC $453849 9097 0.12% 股份
CARY STREET PARTNERS FINANCIAL LLC $452203 9064 0.12% 股份
FEDERATED HERMES, INC. $447264 8965 0.12% 股份
JPMORGAN CHASE & CO $435588 8814 0.11% 股份
ExodusPoint Capital Management, LP $430850 8636 0.11% 股份
HUB Investment Partners, LLC $419575 8410 0.11% 股份
Squarepoint Ops LLC $400467 8027 0.10% 股份
Engineers Gate Manager LP $370034 7417 0.10% 股份
Empirical Asset Management, LLC $364147 7299 0.09% 股份
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $356264 7141 0.09% 股份
ZACKS INVESTMENT MANAGEMENT $356165 7139 0.09% 股份
Integrated Quantitative Investments LLC $350577 7027 0.09% 股份
NEW YORK STATE COMMON RETIREMENT FUND $350427 7024 0.09% 股份
Harbor Advisors LLC $348981 6995 0.09% 股份
TUDOR INVESTMENT CORP ET AL $346286 6941 0.09% 股份
Cetera Investment Advisers $336758 6750 0.09% 股份
OCCUDO QUANTITATIVE STRATEGIES LP $320543 6425 0.08% 股份
AlphaQuest LLC $309340 7204 0.08% 股份
Invesco Ltd. $307173 6157 0.08% 股份
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $302084 6055 0.08% 股份
PANAGORA ASSET MANAGEMENT INC $298592 5985 0.08% 股份
COBBLESTONE CAPITAL ADVISORS LLC /NY/ $297020 7255 0.08% 股份
Cubist Systematic Strategies, LLC $295095 7208 0.08% 股份
TWO SIGMA SECURITIES, LLC $292655 5866 0.08% 股份
Rafferty Asset Management, LLC $287117 5755 0.07% 股份
BEESE FULMER INVESTMENT MANAGEMENT, INC. $283176 5676 0.07% 股份

公司内部人士 36 位内幕人士 · 15 位高管 · 24 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Hunter Westbrook President and CEO 2023年9月11日 F 71531 0 0 $0
Edward F. Broadwell Jr. Chief Executive Officer 2013年2月11日 A 204500 0 0 $0
Tony J. Vuncannon EVP, CFO and Treasurer 2023年9月11日 J 60114 0 0 $0
Marty T. Caywood EVP, Chief Information Officer 2023年9月11日 F 9187 0 0 $0
Dana L. Stonestreet Executive Chairman 2023年9月11日 F 244396 0 0 $0
Keith J Houghton EVP, Chief Credit Officer 2023年9月11日 F 12781 0 0 $0
Lora Jex EVP and Chief Risk Officer 2023年9月8日 A 1000 0 0 $0
Parrish R. Little EVP, Chief Risk Officer 2023年2月28日 M 12334 0 0 $0
Megan Pelletier EVP and Chief People Officer 2023年2月10日 A 4837 0 0 $0
Kristin Y. Powell EVP 2023年2月10日 A 13268 0 0 $0
Anna Marie Smith EVP and Chief HR Officer 2021年5月20日 A 2000 0 0 $0
Paula C. Labian EVP, Chief Human Resources Off 2020年2月11日 A 7750 0 0 $0
Howard L. Sellinger EVP, Chief Information Officer 2019年2月11日 F 26150 0 0 $0
Teresa M. White EVP, CAO and Corp Secretary 2017年2月11日 F 16198 0 0 $0
Charles I. Abbitt Jr. SVP, Chief Risk Officer 2014年2月11日 F 21232 0 0 $0
Laura C Kendall 董事 2026年7月30日 M 24229 0 1 $-511300
Rebekah M. Lowe 董事 2026年6月2日 F 5455 0 0 $0
Jesse Cureton 董事 2026年6月1日 A 3201 0 0 $0
Narasimhulu Neelagaru 董事 2026年6月1日 A 224941 0 0 $0
John Switzer 董事 2026年6月1日 A 9750 0 0 $0
Dwight L. Jacobs 董事 2026年6月1日 A 3746 0 0 $0
Richard Tyrone Williams 董事 2026年6月1日 A 26229 0 0 $0
Bonnie V Hancock 董事 2026年6月1日 A 3601 0 0 $0
Robert E. James 董事 2023年5月19日 P 16447 0 0 $0
Craig C. Koontz 董事 2023年2月11日 F 33811 0 0 $0
Sidney A. Biesecker 董事 2023年2月11日 F 33473 0 0 $0
K. F. Mcfarland III 董事 2023年2月10日 A 40274 0 0 $0
Steven J. Goforth 董事 2020年2月11日 A 26416 0 0 $0
Robert G Dinsmore JR 董事 2019年2月11日 A 15500 0 0 $0
Peggy C. Melville 董事 2018年2月11日 A 34800 0 0 $0
Anderson L Smith 董事 2016年5月6日 S 0 0 0 $0
Stanford H. Allen 董事 2016年2月11日 F 16933 0 0 $0
Larry S. Mcdevitt 董事 2015年9月11日 S 19960 0 0 $0
Robert E. Shepherd Sr. 董事 2015年2月11日 F 17135 0 0 $0
William T. Flynt 董事 2013年2月11日 A 24100 0 0 $0
Franklin V. Beam 董事 2012年7月10日 P 20000 0 0 $0

来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖

激进投资者及 5%+ 股东 1 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
Infinity Trust dated as of December 1, 2017, Narasimhulu Neelagaru M.D. 2023年2月22日 — 初始申报 被动投资 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持仓 由 46 只交易所交易基金持有

权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
OASC · Unified Series Trust 0.40% 7225 NS 2026年5月31日 N-PORT
BFOR · ALPS ETF Trust 0.25% 11717 NS 2026年5月31日 N-PORT
FSCC · Federated Hermes ETF Trust 0.14% 8437 NS 2026年5月31日 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.08% 450585 NS 2026年5月31日 N-PORT
DPST · Direxion Shares ETF Trust 0.08% 8187 NS 2026年4月30日 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.06% 35404 NS 2026年5月31日 N-PORT
DFSV · Dimensional ETF Trust 0.04% 69435 NS 2026年4月30日 N-PORT
GSSC · Goldman Sachs ETF Trust 0.03% 6730 NS 2026年5月31日 N-PORT
DFAT · Dimensional ETF Trust 0.03% 78664 NS 2026年4月30日 N-PORT
ROSC · Lattice Strategies Trust 0.02% 285 NS 2026年4月30日 N-PORT
RSSL · Global X Funds 0.02% 6851 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.02% 741 NS 2026年5月31日 N-PORT
DFAS · Dimensional ETF Trust 0.02% 55333 NS 2026年4月30日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.01% 64937 NS 2026年5月31日 N-PORT
UWM · ProShares Trust 0.01% 581 NS 2026年5月31日 N-PORT
URTY · ProShares Trust 0.01% 590 NS 2026年5月31日 N-PORT
DXUV · Dimensional ETF Trust 0.01% 540 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 788 NS 2026年5月31日 N-PORT
HDG · ProShares Trust 0.00% 15 NS 2026年5月31日 N-PORT
DFAC · Dimensional ETF Trust 0.00% 28096 NS 2026年4月30日 N-PORT
EBI · RBB Fund Trust 0.00% 392 NS 2026年5月31日 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 7737 NS 2026年5月31日 N-PORT
DCOR · Dimensional ETF Trust 0.00% 1462 NS 2026年4月30日 N-PORT
DFSU · Dimensional ETF Trust 0.00% 792 NS 2026年4月30日 N-PORT
DFAU · Dimensional ETF Trust 0.00% 3727 NS 2026年4月30日 N-PORT
DFUS · Dimensional ETF Trust 0.00% 5179 NS 2026年4月30日 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 8573 NS 2026年5月31日 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.00% 30 NS 2026年5月31日 N-PORT
VXF · VANGUARD INDEX FUNDS — — 2026年7月15日 每日
VTI · VANGUARD INDEX FUNDS — — 2026年7月15日 每日
VFQY · VANGUARD WELLINGTON FUND — — 2026年7月30日 每日
VFMF · VANGUARD WELLINGTON FUND — — 2026年7月30日 每日
VTWO · VANGUARD SCOTTSDALE FUNDS — — 2026年7月13日 每日
VTWV · VANGUARD SCOTTSDALE FUNDS — — 2026年7月15日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS — — 2026年7月15日 每日
ITOT · iShares Trust — — 2026年7月22日 每日
IWV · iShares Trust — — 2026年8月18日 每日
IWN · iShares Trust — — 2026年8月17日 每日
IWM · iShares Trust — — 2026年8月18日 每日
IWC · iShares Trust — — 2026年8月18日 每日
PRFZ · Invesco Exchange-Traded Fund Trust — — 2026年7月13日 每日
OMFS · Invesco Exchange-Traded Self-Inde... — — 2026年7月13日 每日
VFH · VANGUARD WORLD FUND — — 2026年7月20日 每日
ISCB · iShares Trust — — 2026年7月20日 每日
ISCG · iShares Trust — — 2026年7月21日 每日
ISCV · iShares Trust — — 2026年7月20日 每日