主要股东
注:以下部分股东代表特定权益共同体,直接或间接持有上市公司股份
| 序号 | 股东名称 | 是否机构 | 持股数(股) | 持股比例 | 持股变动数(股) | 持股数变动比例 | 投票权比例 |
|---|---|---|---|---|---|---|---|
| 1 | George W. Siguler;Andrew J. Guff;Donald P. Spencer;Kenneth J. Burns | 否 | 46.06万 | 11.62% | 新增 | 新增 | -- |
| 2 | John L. Steffens;Gregory P. Ho | 否 | 42.77万 | 10.79% | 新增 | 新增 | -- |
| 3 | AllianceBernstein L.P. | 是 | 38.65万 | 9.75% | 新增 | 新增 | -- |
| 4 | Michael J. Weinbaum | 否 | 36.17万 | 9.12% | 新增 | 新增 | -- |
| 5 | Gary Rubin;Andrew Sandler | 否 | 31.72万 | 8.00% | 新增 | 新增 | -- |
| 6 | Earl A. Samson III | 否 | 28.59万 | 7.21% | 新增 | 新增 | -- |
| 序号 | 股东名称 | 是否机构 | 持股数(股) | 持股比例 | 持股变动数(股) | 持股数变动比例 | 投票权比例 |
|---|---|---|---|---|---|---|---|
| 1 | Michael A. Carrazza | 否 | 253.83万 | 64.72% |
|
|
-- |
| 序号 | 股东名称 | 是否机构 | 持股数(股) | 持股比例 | 持股变动数(股) | 持股数变动比例 | 投票权比例 |
|---|---|---|---|---|---|---|---|
| 1 | Michael A. Carrazza | 否 | 253.76万 | 64.36% | 新增 | 新增 | -- |
机构持股汇总
| 主力进出\报告期 | 2026-04-02 | 2026-03-31 | 2026-02-20 |
|---|---|---|---|
| 机构数量(家) | 81 | 81 | 81 |
| 累计持有数量(万股) | 1675.25 | 1675.25 | 1676.99 |
| 累计市值(亿) | 0.22 | 0.22 | 0.21 |
| 持仓比例(%) | 14.32% | 14.57% | 14.58% |
| 净交易量(万股) |
注:若当期数据无主力机构持仓或公司定期报告未披露完毕,则不显示。
非主要股东机构持股变动
| 机构或基金名称 | 持有数量 | 持股市值(亿美元) | 持股变动(万股) | 变动比例(%) |
|---|---|---|---|---|
|
Angel Oak Capital Advisors, Llc
|
329.28万股 | 0.31 | 314.31 | 2098.58 |
|
Axxcess Wealth Management, Llc
|
21.33万股 | 0.02 | - | 不足0.01 |
|
Bank Of New York Mellon Corp
|
14.01万股 | 0.01 | 5.39 | 62.55 |
|
Barclays Plc
|
10.75万股 | 0.01 | 3.51 | 48.37 |
|
Beacon Pointe Advisors, Llc
|
10.40万股 | 0.0097 | - | 不足0.01 |
|
Blackrock, Inc.
|
346.61万股 | 0.32 | 84.14 | 32.06 |
|
Charles Schwab Investment Management Inc
|
16.89万股 | 0.02 | 4.28 | 33.89 |
|
Composition Wealth, Llc
|
43.47万股 | 0.04 | - | 不足0.01 |
|
Curated Wealth Partners Llc
|
88.13万股 | 0.08 | -5.00 | -5.37 |
|
Geode Capital Management, Llc
|
162.15万股 | 0.15 | 41.26 | 34.13 |
|
Hightower Advisors, Llc
|
29.50万股 | 0.03 | -0.32 | -1.06 |
|
Jane Street Group, Llc
|
10.75万股 | 0.01 | 10.75 | 不足0.01 |
|
Lido Advisors, Llc
|
27.54万股 | 0.03 | - | 不足0.01 |
|
Northern Trust Corp
|
79.77万股 | 0.07 | 8.38 | 11.74 |
|
Nuveen, Llc
|
20.89万股 | 0.02 | 2.48 | 13.49 |
|
Rinkey Investments
|
12.18万股 | 0.01 | - | 不足0.01 |
|
Russell Investments Group, Ltd.
|
68.40万股 | 0.06 | 68.04 | 18696.62 |
|
State Street Corp
|
66.15万股 | 0.06 | 7.25 | 12.30 |
|
Vanguard Group Inc
|
176.69万股 | 0.17 | 48.08 | 37.39 |
|
Wells Fargo & Company
|
11.16万股 | 0.01 | 4.54 | 68.55 |
| 机构或基金名称 | 持有数量 | 持股市值(亿美元) | 持股变动(万股) | 变动比例(%) |
|---|---|---|---|---|
|
Angel Oak Capital Advisors, Llc
|
329.28万股 | 0.31 | 314.31 | 2098.58 |
|
Axxcess Wealth Management, Llc
|
21.33万股 | 0.02 | - | 不足0.01 |
|
Bank Of New York Mellon Corp
|
14.01万股 | 0.01 | 5.39 | 62.55 |
|
Barclays Plc
|
10.75万股 | 0.01 | 10.75 | 不足0.01 |
|
Beacon Pointe Advisors, Llc
|
10.40万股 | 0.0097 | - | 不足0.01 |
|
Blackrock, Inc.
|
346.61万股 | 0.32 | 84.14 | 32.06 |
|
Charles Schwab Investment Management Inc
|
16.89万股 | 0.02 | 4.28 | 33.89 |
|
Composition Wealth, Llc
|
43.47万股 | 0.04 | - | 不足0.01 |
|
Curated Wealth Partners Llc
|
88.13万股 | 0.08 | -5.00 | -5.37 |
|
Geode Capital Management, Llc
|
162.15万股 | 0.15 | 41.26 | 34.13 |
|
Hightower Advisors, Llc
|
29.50万股 | 0.03 | -0.32 | -1.06 |
|
Jane Street Group, Llc
|
10.75万股 | 0.01 | 10.75 | 不足0.01 |
|
Lido Advisors, Llc
|
27.54万股 | 0.03 | - | 不足0.01 |
|
Northern Trust Corp
|
79.77万股 | 0.07 | 8.38 | 11.74 |
|
Nuveen, Llc
|
20.89万股 | 0.02 | 2.48 | 13.49 |
|
Rinkey Investments
|
12.18万股 | 0.01 | - | 不足0.01 |
|
Russell Investments Group, Ltd.
|
68.40万股 | 0.06 | 68.04 | 18696.62 |
|
State Street Corp
|
66.15万股 | 0.06 | 7.25 | 12.30 |
|
Vanguard Group Inc
|
176.69万股 | 0.17 | 48.08 | 37.39 |
|
Wells Fargo & Company
|
11.16万股 | 0.01 | 4.54 | 68.55 |
| 机构或基金名称 | 持有数量 | 持股市值(亿美元) | 持股变动(万股) | 变动比例(%) |
|---|---|---|---|---|
|
Angel Oak Capital Advisors, Llc
|
329.28万股 | 0.31 | 314.31 | 2098.58 |
|
Axxcess Wealth Management, Llc
|
21.33万股 | 0.02 | - | 不足0.01 |
|
Bank Of New York Mellon Corp
|
14.01万股 | 0.01 | 5.39 | 62.55 |
|
Barclays Plc
|
10.75万股 | 0.01 | 3.51 | 48.37 |
|
Beacon Pointe Advisors, Llc
|
10.40万股 | 0.0097 | - | 不足0.01 |
|
Blackrock, Inc.
|
346.61万股 | 0.32 | 84.14 | 32.06 |
|
Charles Schwab Investment Management Inc
|
16.89万股 | 0.02 | 4.28 | 33.89 |
|
Composition Wealth, Llc
|
43.47万股 | 0.04 | - | 不足0.01 |
|
Curated Wealth Partners Llc
|
88.13万股 | 0.08 | -5.00 | -5.37 |
|
Geode Capital Management, Llc
|
162.15万股 | 0.15 | 41.26 | 34.13 |
|
Hightower Advisors, Llc
|
29.50万股 | 0.03 | -0.32 | -1.06 |
|
Jane Street Group, Llc
|
10.75万股 | 0.01 | 10.75 | 不足0.01 |
|
Lido Advisors, Llc
|
27.54万股 | 0.03 | - | 不足0.01 |
|
Northern Trust Corp
|
79.77万股 | 0.07 | 8.38 | 11.74 |
|
Nuveen, Llc
|
20.89万股 | 0.02 | 2.48 | 13.49 |
|
Rinkey Investments
|
12.18万股 | 0.01 | - | 不足0.01 |
|
Russell Investments Group, Ltd.
|
68.40万股 | 0.06 | 68.04 | 18696.62 |
|
State Street Corp
|
66.15万股 | 0.06 | 7.25 | 12.30 |
|
Vanguard Group Inc
|
176.69万股 | 0.17 | 48.08 | 37.39 |
|
Wells Fargo & Company
|
11.16万股 | 0.01 | 4.54 | 68.55 |
| 机构或基金名称 | 持有数量 | 持股市值(亿美元) | 持股变动(万股) | 变动比例(%) |
|---|---|---|---|---|
|
Angel Oak Capital Advisors, Llc
|
329.28万股 | 0.31 | 314.31 | 2098.58 |
|
Axxcess Wealth Management, Llc
|
21.33万股 | 0.02 | - | 不足0.01 |
|
Bank Of New York Mellon Corp
|
14.01万股 | 0.01 | 5.39 | 62.55 |
|
Barclays Plc
|
10.75万股 | 0.01 | 3.51 | 48.37 |
|
Beacon Pointe Advisors, Llc
|
10.40万股 | 0.0097 | - | 不足0.01 |
|
Blackrock, Inc.
|
346.61万股 | 0.32 | 84.14 | 32.06 |
|
Charles Schwab Investment Management Inc
|
16.89万股 | 0.02 | 4.28 | 33.89 |
|
Composition Wealth, Llc
|
43.47万股 | 0.04 | - | 不足0.01 |
|
Curated Wealth Partners Llc
|
88.13万股 | 0.08 | -5.00 | -5.37 |
|
Geode Capital Management, Llc
|
162.15万股 | 0.15 | 41.26 | 34.13 |
|
Hightower Advisors, Llc
|
29.50万股 | 0.03 | -0.32 | -1.06 |
|
Jane Street Group, Llc
|
10.75万股 | 0.01 | 10.75 | 不足0.01 |
|
Lido Advisors, Llc
|
27.54万股 | 0.03 | - | 不足0.01 |
|
Northern Trust Corp
|
79.77万股 | 0.07 | 8.38 | 11.74 |
|
Nuveen, Llc
|
20.89万股 | 0.02 | 2.48 | 13.49 |
|
Rinkey Investments
|
12.18万股 | 0.01 | - | 不足0.01 |
|
Russell Investments Group, Ltd.
|
68.40万股 | 0.06 | 68.04 | 18696.62 |
|
State Street Corp
|
66.15万股 | 0.06 | 7.25 | 12.30 |
|
Vanguard Group Inc
|
176.69万股 | 0.17 | 48.08 | 37.39 |
|
Wells Fargo & Company
|
11.16万股 | 0.01 | 4.54 | 68.55 |
| 机构或基金名称 | 持有数量 | 持股市值(亿美元) | 持股变动(万股) | 变动比例(%) |
|---|---|---|---|---|
|
Angel Oak Capital Advisors, Llc
|
329.28万股 | 0.31 | 314.31 | 2098.58 |
|
Axxcess Wealth Management, Llc
|
21.33万股 | 0.02 | - | 不足0.01 |
|
Bank Of New York Mellon Corp
|
14.01万股 | 0.01 | 5.39 | 62.55 |
|
Barclays Plc
|
10.75万股 | 0.01 | 3.51 | 48.37 |
|
Beacon Pointe Advisors, Llc
|
10.40万股 | 0.0097 | - | 不足0.01 |
|
Blackrock, Inc.
|
346.61万股 | 0.32 | 84.14 | 32.06 |
|
Charles Schwab Investment Management Inc
|
16.89万股 | 0.02 | 4.28 | 33.89 |
|
Composition Wealth, Llc
|
43.47万股 | 0.04 | - | 不足0.01 |
|
Curated Wealth Partners Llc
|
88.13万股 | 0.08 | -5.00 | -5.37 |
|
Geode Capital Management, Llc
|
162.15万股 | 0.15 | 41.26 | 34.13 |
|
Hightower Advisors, Llc
|
29.50万股 | 0.03 | -0.32 | -1.06 |
|
Jane Street Group, Llc
|
10.75万股 | 0.01 | 10.75 | 不足0.01 |
|
Lido Advisors, Llc
|
27.54万股 | 0.03 | - | 不足0.01 |
|
Northern Trust Corp
|
79.77万股 | 0.07 | 8.38 | 11.74 |
|
Nuveen, Llc
|
20.89万股 | 0.02 | 2.48 | 13.49 |
|
Rinkey Investments
|
12.18万股 | 0.01 | - | 不足0.01 |
|
Russell Investments Group, Ltd.
|
68.40万股 | 0.06 | 68.04 | 18696.62 |
|
State Street Corp
|
66.15万股 | 0.06 | 7.25 | 12.30 |
|
Vanguard Group Inc
|
176.69万股 | 0.17 | 48.08 | 37.39 |
|
Wells Fargo & Company
|
11.16万股 | 0.01 | 4.54 | 68.55 |
内部人交易
| 日期 | 股东名称 | 变动股数(万股) | 交易后持股数量(万股) | 交易价格 | 是否直接持有 | 内部人类型 |
|---|---|---|---|---|---|---|
| 2026-03-25 | Sugarman Steven |
|
208.90 | -- | 是 | President and CEO |
| 2025-08-13 | Sugarman Steven |
|
55.29 | -- | 是 | President |
| 2025-08-07 | Miranda Angie |
|
45.00 | -- | 是 | EVP & Chief Risk Officer |
| 2024-08-19 | Finn David |
|
5.31 | 0.00 | 是 | EVP & Senior Finance Officer |
| 2024-05-06 | Constantino Edward N. |
|
2.03 | 0.00 | 是 | -- |
| 2024-05-06 | Van den Bol Emile |
|
6.89 | 0.00 | 是 | -- |
| 2024-05-06 | Weinbaum Michael J |
|
2.53 | 0.00 | 是 | -- |
| 2024-05-06 | Lowery David Christopher |
|
8.08 | 0.00 | 是 | Chief Executive Officer |
| 2024-05-06 | Doherty Grace |
|
0.48 | 0.00 | 是 | -- |