OakChart

Chaince Digital Holdings Inc

CDFinancial·Capital Markets·USA·Small·NASD·Nov 11 • 3:59 PM ET

5.14-0.05 (-0.96%)
2026-11-12 05:57 CET
Market cap
565.42 USD m
Revenue, TTM
0.46 USD m
Net income, TTM
-1.11 USD m
Free cash flow, TTM
0.69 USD m
EPS diluted, TTM
-0.01
P/E
-
Compare

Price

CD against its 20, 50 and 200-day averages
2050200
2.505.007.5010.0012.502.2M4.3MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26CDclose 5.1420-day 7.1250-day 6.05200-day 5.165.1452w low

63.5% under the 52-week high of 14.10 on 24 Nov 2025. 52-week low 2.10 on 10 Aug 2026. Last 15 sessions, 115.8% high to low

Volume 0.70× normal · the line is the 50-bar volume average

Profile

CD
52-week range, 25% of the way up
2.1014.10

Chaince Digital Holdings, Inc. engages in provision of financial advisory, capital markets advisory, brokerage-related services, and corporate consulting services to corporate clients and institutional investors globally. It operates through the following geographical segments: United States, Hong Kong, and People's Republic of China. The company was founded by Mao Dong Xu in 2011 and is headquartered in New York, NY.

IndexRUT
Employees13
IPOApr 08, 2015
Beta5.23
ATR, 14d1.28
Rel volume0.70
Short float5.71%
Insider own25.29%
Inst own20.17%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap565.40M
Enterprise Value522.57M
Income-5.10M
Sales1.87M
Book/sh0.60
Cash/sh0.40
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees13
IPOApr 08, 2015

Ratios

P/E-
Forward P/E-
PEG-
P/S302.35
P/B8.57
P/C12.91
P/FCF-
EV/EBITDA-
EV/Sales279.45
Quick Ratio27.53
Current Ratio27.53
Debt/Eq0.02
LT Debt/Eq0.01
Option/ShortYes / No

Earnings

EPS (ttm)-0.08
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y43.75% -156.16%
Sales past 3/5Y29.31% 5.89%
EPS Y/Y TTM18.65%
Sales Y/Y TTM85.33%
EPS Q/Q-305.71%
Sales Q/Q-
Earnings-
EPS/Sales Surpr.- -

Ownership

Insider Own25.29%
Insider Trans-0.04%
Inst Own20.17%
Inst Trans5.49%
ROA-5.57%
ROE-6.73%
ROIC-10.56%
Gross Margin77.87%
Oper. Margin-177.49%
Profit Margin-273.04%
SMA20-27.79%
SMA50-15.06%
SMA200-0.43%
Trades-

Technical

Shs Outstand110.00M
Shs Float82.19M
Short Float5.71%
Short Ratio15.89
Short Interest4.69M
52W High14.10 -63.55%
52W Low2.10 144.76%
Volatility18.29% 20.46%
ATR (14)1.28
RSI (14)41.30
Beta5.23
Rel Volume0.70
Avg Volume295.29K
Volume207,354

Performance

Perf Week-23.74%
Perf Month-25.67%
Perf Quarter49.85%
Perf Half Y-16.69%
Perf YTD3.42%
Perf Year-53.53%
Perf 3Y371.56%
Perf 5Y33.69%
Perf 10Y-93.75%
Recom-
Target Price-
Prev Close5.19
Price5.14
Change %-0.96%

Peers

Mkt cap
TickerCompanyMkt cap
FIGRFigure Technology Solutions Inc5.43B
BTGOBitGo Holdings Inc512.50M
USDEStableCoinX Inc178.62M
AXGSolowin Holdings1.23M
DEFTDeFi Technologies Inc128.92M
GEMIGemini Space Station Inc356.40M
STEXStreamex Corp38.36M
DOMHDominari Holdings Inc21.69M
COHNCohen & Company Inc35.52M
AMBRAmber International Holding Ltd ADR139.17M

Insider trading

10 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Daye Wilfred ZhongKeiOfficerAug 24 '26Proposed Sale4.05200810Aug 28 10:53 AM
Daye Wilfred ZhongKeiCSOJun 02 '26Sale9.072,00018,14069,765Jun 03 04:02 PM
Daye Wilfred ZhongKeiCSOJun 01 '26Sale8.532,00017,06071,765Jun 03 04:02 PM
Daye Wilfred ZhongKeiCSOMay 20 '26Sale9.664,00038,62375,765May 21 07:59 PM
Daye Wilfred ZhongKeiCSOMay 19 '26Sale9.362,00018,72079,765May 21 07:59 PM
Daye Wilfred ZhongKeiCSOMay 21 '26Sale9.332,00018,65673,765May 21 07:59 PM
Daye Wilfred ZhongKeiOfficerMay 19 '26Proposed Sale10.3316,000165,280May 19 03:23 PM
Daye Wilfred ZhongKeiCSODec 22 '25Sale6.113,00018,33058,262Dec 29 12:31 PM
Daye Wilfred ZhongKeiCSODec 24 '25Sale6.131,5009,19556,762Dec 29 12:31 PM
Daye Wilfred ZhongKeiCSONov 24 '25Sale13.784,47061,60965,732Nov 26 08:06 PM

Held by

AUM
TickerCompanyAUM
IWMiShares Russell 2000 Index FundAUM: 77.38B
IWOiShares Russell 2000 Growth ETFAUM: 14.06B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
BKCHGlobal X Blockchain ETFAUM: 168.91M
IWCiShares Micro-Cap ETFAUM: 1.22B
VTWGVanguard Russell 2000 Growth Index ETFAUM: 1.41B
EWXState Street SPDR S&P Emerging Markets Small Cap ETFAUM: 617.94M
RSSLGlobal X Russell 2000 ETFAUM: 1.43B
FINXGlobal X Funds Global X FinTech ETFAUM: 150.82M
VTHRVanguard Russell 3000 Index ETFAUM: 4.81B

News

latest 14 of 200
  • Securitize Soars 12% on Onchain US Stocks Launch: More Than a Price on a Wrapper (TIKR) +7.49%
  • Chaince Digital Repurchases and Cancels Warrants for US$2.0 Million in Cash (GlobeNewswire) +20.79%
  • Chaince Digital Holdings Inc. (Nasdaq: CD) Announces Approximately $16.2 Million Registered Direct Offering to Advance Its Digital Asset and Capital Markets Strategy (GlobeNewswire) +7.92%
  • Chaince Digital Holdings Inc. Announces Continued Inclusion in the Russell 2000 Index for the Second Consecutive Year Following the June 2026 Reconstitution (GlobeNewswire)
  • Chaince Digital Announces Launch of USDC Yield Vault on Morpho Curated by AlphaPing (GlobeNewswire)
  • Chaince Digital Extends the "Chain" Beyond Earth: Board Approves Initiative to Explore Space-Based AI Infrastructure (GlobeNewswire)
  • Chaince Digital Holdings Inc. To Present at The LD Micro Invitational XVI (Newsfile)
  • These 16 stocks are a short seller's dream - likely losers no matter what the market does (MarketWatch) +5.09%
  • Former Fenbushi Capital Executive Peter Yang Joins Chaince Digital as Head of Digital Assets to Spearhead Tokenization Expansion (GlobeNewswire)
  • Chaince Digital Appoints Apex Group to Provide Institutional Infrastructure for Tokenized Investment Platform (GlobeNewswire)
  • Chaince Digital Recaps Argentina Week 2026 with High-Level Discussions on Mining, Energy, and Tokenized Mineral Assets (GlobeNewswire) -6.86%
  • Chaince Digital Reports Four Consecutive Quarters of Sustained Growth and Over 100 Institutional Holders Based on Form 13F Filings for Quarter Ended December 31, 2025 (GlobeNewswire)
  • Chaince Digital Sponsors Wellball VIP League New York Event (GlobeNewswire)
  • Chaince Digital Holdings Inc. Completes US$6.14 Million Market-Priced Private Placement Reflecting Institutional Investor Confidence (GlobeNewswire) -10.15%

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
No quarterly earnings.

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
No annual earnings.

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual-2.444-0.185-0.002-0.001-2.476-0.434-0.204-0.075-0.077-0.0772
Period201720182019202020212022202320242025TTM
EPS, quarterly0.001-0.00100-0.002-0.004-0.001-0.018-0.014
PeriodQ1 '20Q2 '20Q3 '20Q4 '20Q1 '21Q2 '21Q3 '21Q1 '26Q2 '26
Sales, annual88.73701.7381.4020.670.8630.4460.4941.8671.87
Period201720182019202020212022202320242025TTM
Sales, quarterly1.39200.0410.0490.081000.5080.463
PeriodQ1 '20Q2 '20Q3 '20Q4 '20Q1 '21Q2 '21Q3 '21Q1 '26Q2 '26
Shares, annual66.429664.294948.9912680.454444.12412662.560.8262.372.88379.444
Period201720182019202020212022202320242025MRQ
Shares, quarterly948.9912583.5931897.9822680.453125.6063125.6063639.89179.4179.444
PeriodQ1 '20Q2 '20Q3 '20Q4 '20Q1 '21Q2 '21Q3 '21Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue0.461.870.490.450.860.671.401.740.00
Cost of Goods Sold Incl. D&A0.240.670.261.431.380.700.080.260.00
Gross Profit0.221.200.23-0.98-0.52-0.031.321.480.00
Selling, General and Administrative Excl. Other1.624.512.202.962.1912.101.161.031.81
Research and Development0.080.150.00------
Other Operating Expense0.000.000.000.000.000.000.000.000.00
Operating Income-1.40-3.31-1.96-3.94-2.71-12.130.170.46-1.81
Interest Expense0.000.130.380.870.000.00--0.91
Unusual Expense0.000.360.004.563.141.290.840.00115.18
Net Income Before Taxes-1.15-2.38-1.58-9.45-5.88-13.31-0.690.48-1.81
Income Taxes-0.10-0.080.34-0.09-0.250.000.000.000.00
Consolidated Net Income-1.05-2.29-1.92-9.36-5.63-13.31-0.690.48-1.81
Net Income From Continuing Operations-1.05-2.29-1.92-9.36-5.63-13.31-0.690.48-1.81
Net Income-1.11-5.10-4.53-9.36-5.63-21.67-1.65-1.23-123.24
EPS (Recurring)-0.01-0.07-0.07-0.13-0.26-2.37-0.00-0.00-0.19
EPS (Basic, Before Extraordinaries)-0.01-0.08-0.07-0.20-0.43-2.48-0.00-0.00-0.19
EPS (Diluted)-0.01-0.08-0.07-0.20-0.43-2.48-0.00-0.00-0.19
EBITDA-1.40-3.31-1.96-3.04-2.68-12.13-0.46-1.81
Non-Operating Income (Expense)0.251.430.77-0.08-0.030.12-0.020.030.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense1.180.64-0.050.448.350.29--0.04
Price To Sales Ratio186.10175.80841.29267.2818.6845.985,820.04812.9428.36
Gross Margin77.8764.1746.95-219.75-59.90-4.8594.3685.21-
Operating Margin-177.49-177.49-397.58-884.35-314.02-1,810.7011.8826.23-
Net Margin-273.04-273.04-917.85-2,098.36-652.62-3,232.86-117.75-70.50-
Shares Outstanding79.4472.8862.3060.8212,662.504,444.122,680.45948.99664.29
Market Capitalization565.42565.42425.44121.004,965.8614,087.878,175.371,556.35930.01

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12021Q32021Q22021Q12020Q42020Q3
Total Revenue0.460.51-0.000.000.080.050.04
Cost of Goods Sold Incl. D&A0.240.29-0.000.000.040.050.03
Gross Profit0.220.22-0.000.000.050.000.01
Selling, General and Administrative Excl. Other1.621.25-2.272.224.600.720.64
Research and Development0.080.08------
Other Operating Expense0.000.00-0.000.000.000.000.00
Operating Income-1.40-1.03--2.27-2.22-4.55-0.72-0.63
Interest Expense0.00--0.00-0.00-0.00
Unusual Expense0.000.00-0.060.370.000.000.00
Net Income Before Taxes-1.15-1.12--2.32-2.59-4.55-0.72-0.63
Income Taxes-0.10-0.03-0.000.000.000.000.00
Consolidated Net Income-1.05-1.09--2.32-2.59-4.55-0.72-0.63
Net Income From Continuing Operations-1.05-1.09--2.32-2.59-4.55-0.72-0.63
Net Income-1.11-1.35--2.34-10.74-4.55-0.72-0.63
EPS (Recurring)-0.01-0.02--0.00-0.00-0.00-0.00-0.00
EPS (Basic, Before Extraordinaries)-0.01-0.02--0.00-0.00-0.00-0.00-0.00
EPS (Diluted)-0.01-0.02--0.00-0.00-0.00-0.00-0.00
EBITDA-1.40-1.03------
Non-Operating Income (Expense)0.25-0.09-0.000.000.000.010.00
Other After Tax Adjustments0.000.00-0.000.000.000.000.00
Stock Option Compensation Expense1.180.35-1.842.293.83--
Price To Sales Ratio---61,621.93102,579.42123,012.756,131.09-
Gross Margin47.7042.83---56.796.8426.83
Operating Margin-301.83-202.88----5,623.46-1,483.47-1,543.90
Net Margin-238.55-266.47----5,622.22-1,472.09-1,539.02
Shares Outstanding79.4479.41-3,639.893,125.613,125.612,680.451,897.98
Market Capitalization565.42278.10-8,226.1516,065.6120,941.568,175.374,137.60

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments36.0624.8718.447.450.440.170.440.004.91
Short Term Receivables2.593.275.210.040.002.281.690.006.71
Inventories0.000.000.000.000.000.000.000.001.79
Other Current Assets6.532.040.050.031.300.010.014.620.65
Total Current Assets45.1830.1823.707.521.742.472.134.6214.06
Net Property, Plant & Equipment1.000.255.316.840.000.000.000.001.80
Total Investments and Advances0.120.000.160.000.000.000.000.000.77
Intangible Assets0.120.120.714.237.288.496.740.00119.20
Deferred Tax Assets0.110.030.340.250.00--0.000.16
Other Assets0.065.110.180.060.000.000.000.410.16
Total Assets46.6035.6930.4018.899.0210.968.875.02136.14
Short Term Debt Incl. Current Port. of LT Debt0.277.789.350.270.000.000.000.007.68
Accounts Payable0.060.000.020.020.000.020.000.004.58
Income Tax Payable0.010.000.000.000.00----
Other Current Liabilities1.433.802.901.141.370.690.8420.2910.54
Total Current Liabilities1.7611.5812.281.431.370.710.8420.2922.81
Long Term Debt0.780.000.280.630.000.000.000.000.00
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities0.030.03------2.57
Other Liabilities0.000.000.000.000.000.000.006.927.22
Total Liabilities2.5611.6012.562.061.370.710.8427.2132.59
Non-Equity Reserves0.000.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity44.0324.0917.8316.837.6510.258.03-22.19103.55
Total Shareholders Equity44.0324.0917.8316.837.6510.258.03-22.19103.55
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity44.0324.0917.8316.837.6510.258.03-22.19103.55
Total Liabilities & Stockholders Equity46.6035.6930.4018.899.0210.968.875.02136.14
Book Value Per Share0.600.390.290.000.000.000.01-0.031.56
Tangible Book Value Per Share0.600.380.280.000.000.000.00-0.03-0.24
Full-Time Employees13119913221975252
Price to Book Ratio8.5728.126.36578.961,642.49798.43198.55-41.920.55
Return on Assets-5.57-5.81-37.97-39.09-133.18-6.996.95-2.56-78.94
Return on Equity-6.73-9.15-53.99-44.38-148.66-7.58--4.45-92.00
Return on Invested Capital-11.38-18.82-51.65-32.27-283.30-16.11-15.25--156.35
Quick Ratio25.712.611.935.261.273.492.550.230.54
Current Ratio25.712.611.935.261.273.492.550.230.62

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Net Income-1.13-5.10-4.53-9.36-5.63-13.310.262.19119.62
Depreciation0.000.000.000.900.030.00--1.51
Other Funds (Non Cash)0.142.601.365.043.7311.010.16-1.72-121.26
Funds from Operations-0.98-2.49-3.17-3.51-2.12-2.300.430.47-1.64
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital1.67-0.32-1.330.021.540.89-1.02-1.12-2.69
Income Taxes Payable-0.10-0.080.34------
Cash from Operating Activities0.69-2.81-4.50-3.49-0.58-1.41-0.60-0.64-4.33
Capital Expenditures-0.00-1.48-0.00-3.00-0.010.00-0.020.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.000.070.00
Sale of Fixed Assets and Businesses0.001.002.000.000.000.000.000.520.00
Purchase or Sale of Investments-9.62-1.191.80-4.720.000.000.000.000.00
Purchase of Investments-9.77-2.18-0.36-8.200.000.000.000.000.00
Sale Or Maturity of Investments0.160.992.163.480.000.000.000.000.00
Other Uses0.000.000.00-0.12-0.030.000.000.00-0.01
Other Sources2.920.500.000.000.000.000.010.000.00
Cash from Investing Activities-6.70-1.173.79-7.84-0.030.00-0.010.59-0.01
Cash Dividends Paid0.000.000.000.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.000.000.000.00
Change in Capital Stock0.0317.8010.0111.007.900.710.300.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.000.000.000.00
Sale of Common Pref Stock0.0317.8010.0111.007.900.710.300.000.00
Proceedsfrom Stock Options0.0317.8010.0111.007.900.710.300.000.00
Issuance or Reduction of Debt, Net0.00-4.00-1.509.00-0.180.840.000.000.00
Change in Long Term Debt0.000.000.000.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.000.000.000.00
Net Financing Active Other Cash Flow0.000.000.000.000.000.120.000.001.69
Other Financing Activities Uses0.000.000.000.000.000.000.000.000.00
Cash from Financing Activities0.0313.808.5120.007.721.680.300.001.69
Exchange Rate Effect0.00-0.000.00-0.00-0.010.000.050.13-1.90
Net Change in Cash-5.779.817.808.677.100.27-0.260.08-4.56
Free Cash Flow0.69-2.81-4.51-6.49-0.59-1.41-0.60-0.64-4.33
Deferred Taxes & Investment Tax Credit-0.000.00-0.09-0.250.000.000.000.00

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12021Q32021Q22021Q1
Cash & Short Term Investments43.7839.90-5.040.070.29
Short Term Receivables2.532.50-1.351.091.88
Inventories0.000.00-0.000.000.00
Other Current Assets1.435.89-0.640.690.08
Total Current Assets47.7348.28-7.031.862.25
Net Property, Plant & Equipment0.850.93-0.000.000.00
Total Investments and Advances0.120.12-0.000.000.00
Intangible Assets0.120.12-0.010.018.50
Deferred Tax Assets0.250.15----
Other Assets0.060.06-0.000.000.00
Total Assets50.0150.85-7.031.8610.75
Short Term Debt Incl. Current Port. of LT Debt0.350.34-0.000.000.00
Accounts Payable0.270.04-0.000.000.00
Income Tax Payable-0.01----
Other Current Liabilities1.121.59-0.740.060.50
Total Current Liabilities1.731.98-0.740.060.50
Long Term Debt0.600.69-0.000.000.00
Provision for Risks Charges0.000.00-0.000.000.00
Deferred Tax Liabilities0.030.03----
Other Liabilities0.000.00-0.000.000.00
Total Liabilities2.362.70-0.740.060.50
Non-Equity Reserves0.000.00-0.000.000.00
Preferred Stock - Carrying Value0.000.00-0.000.000.00
Common Equity47.6548.16-6.301.8010.24
Total Shareholders Equity47.6548.16-6.301.8010.24
Accumulated Minority Interest0.000.00-0.000.000.00
Total Equity47.6548.16-6.301.8010.24
Total Liabilities & Stockholders Equity50.0150.85-7.031.8610.75
Book Value Per Share0.600.61-0.000.000.00
Tangible Book Value Per Share0.600.60-0.000.000.00
Price to Book Ratio8.576.59-1,306.368,862.072,042.68
Return on Assets----108.39--
Return on Equity----116.35--
Return on Invested Capital-2.29-2.77--37.22-595.67-44.46
Quick Ratio27.5324.40-9.5530.464.48
Current Ratio27.5324.40-9.5530.464.48

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12021Q32021Q22021Q1
Net Income-1.13-1.35----
Depreciation0.000.00----
Other Funds (Non Cash)0.140.89----
Funds from Operations-0.98-0.46----
Extraordinary Item0.000.00----
Changes in Working Capital1.67-0.34----
Income Taxes Payable-0.10-0.03----
Cash from Operating Activities0.69-0.80----
Capital Expenditures-0.00-0.14----
Net Assets From Acquisitions0.000.00----
Sale of Fixed Assets and Businesses0.000.00----
Purchase or Sale of Investments-9.620.00----
Purchase of Investments-9.77-0.00----
Sale Or Maturity of Investments0.160.00----
Other Uses0.000.00----
Other Sources2.920.00----
Cash from Investing Activities-6.70-0.14----
Cash Dividends Paid0.000.00----
Preferred Dividends (Cash Flow)0.000.00----
Change in Capital Stock0.033.84----
Repurchase of Common Pref Stock0.000.00----
Sale of Common Pref Stock0.033.84----
Proceedsfrom Stock Options0.033.84----
Issuance or Reduction of Debt, Net0.000.00----
Change in Long Term Debt0.000.00----
Issuance of Long Term Debt0.000.00----
Reduction of Long Term Debt0.000.00----
Net Financing Active Other Cash Flow0.000.00----
Other Financing Activities Uses0.000.00----
Cash from Financing Activities0.033.84----
Exchange Rate Effect0.000.00----
Net Change in Cash-5.772.90----
Free Cash Flow0.69-0.81----

Revenue breakdown

Financial Services and Advisory Businesses2024: 494.03K
Total Finance Services revenue2025: 1.87M
United States2024: 494.03K 2025: 1.87M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-305.71%4.7M82.2M279.92K
2026-10-156.22%5.1M82.2M240.75K
2026-09-306.22%5.1M82.2M222.85K
2026-09-156.52%5.4M82.2M287.77K
2026-08-316.52%5.4M82.2M290.86K
2026-08-149.74%5.0M51.6M285.12K
2026-07-319.34%4.8M51.6M253.23K
2026-07-1510.23%4.6M45.4M243.83K
2026-06-309.69%4.4M45.4M223.02K
2026-06-156.04%2.7M45.4M146.33K
2026-05-294.87%2.2M45.4M133.37K
2026-05-154.76%2.2M45.4M131.58K
2026-04-304.97%2.3M45.4M134.78K
2026-04-155.15%2.3M45.4M140.27K
2026-03-315.41%2.3M42.1M154.31K
2026-03-135.57%2.3M42.1M168.40K
2026-02-276.51%2.7M42.1M172.78K
2026-02-136.62%2.8M42.1M184.16K
2026-01-306.38%2.7M42.1M204.24K
2026-01-156.25%2.6M42.1M230.60K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call2.502.203.300.007.7150.000.000.959-0.0130.001
call5.000.250.905.962.6436.000.000.604-0.0430.003
call7.500.000.750.654.39214.000.000.417-0.0780.003
call10.000.000.750.085.57381.000.000.370-0.0950.003
call12.500.000.050.056.0056930.000.345-0.0960.003
call15.000.000.751.383.5852,0790.000.051-0.0170.001
call17.500.000.750.003.9670.000.000.047-0.0180.001
call20.000.000.750.004.28959.000.000.044-0.0180.001
put2.500.000.650.053.1004250.00-0.041-0.0120.001
put5.000.350.650.102.30281.000.00-0.396-0.0420.003
put7.501.603.200.804.70260.000.00-0.583-0.0770.003
put10.004.005.404.504.89036.000.00-0.630-0.0940.003
put12.506.708.004.506.0486.000.00-0.944-0.0150.001
put15.009.2010.500.006.6651.000.00-0.949-0.0150.001
put17.5011.7013.100.007.5190.000.00-0.953-0.0160.001
put20.0014.2015.600.007.9390.000.00-0.956-0.0160.001

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-068-KCurrent report2026-10-01SEC
2026-09-248-KCurrent report2026-09-21SEC
2026-09-013Initial statement of beneficial ownership of securities2026-08-24SEC
2026-09-013Initial statement of beneficial ownership of securities2026-08-24SEC
2026-08-28144Filing for proposed sale of securities under Rule 144.SEC
2026-08-258-KCurrent report2026-08-24SEC
2026-08-218-KCurrent report2026-08-19SEC
2026-08-21424B5SEC
2026-08-1410-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-118-KCurrent report2026-08-08SEC
2026-08-10424B5SEC
2026-08-1010-K/A2025-12-31SEC
2026-07-288-K/A2026-07-22SEC
2026-07-238-KCurrent report2026-07-22SEC
2026-06-058-KCurrent report2026-06-03SEC
2026-06-034Statement of changes in beneficial ownership of securities2026-06-01SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-19SEC
2026-05-19144Filing for proposed sale of securities under Rule 144.SEC
2026-05-1410-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-03-2610-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-03-198-KCurrent report2026-03-16SEC
2026-03-183Initial statement of beneficial ownership of securities2026-03-18SEC
2026-03-183Initial statement of beneficial ownership of securities2026-03-18SEC
2026-03-183Initial statement of beneficial ownership of securities2026-03-18SEC
2026-03-183Initial statement of beneficial ownership of securities2026-03-18SEC
2026-03-183Initial statement of beneficial ownership of securities2026-03-18SEC
2026-03-183Initial statement of beneficial ownership of securities2026-03-18SEC
2026-03-028-KCurrent report2026-02-25SEC
2026-01-288-KCurrent report2026-01-23SEC
2025-12-294Statement of changes in beneficial ownership of securities2025-12-22SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060035.20K2
2026-050076.00K3
2026-040000
2026-030000
2026-020000
2026-010000
2025-120027.53K2
2025-110073.80K2

Institutional holders

Manager% owned
BlackRock, Inc.5.21%
STATE STREET CORP1.02%
GEODE CAPITAL MANAGEMENT, LLC0.86%
VANGUARD PORTFOLIO MANAGEMENT LLC0.66%
NORTHERN TRUST CORP0.55%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.0.40%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.23%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.13%
UBS Group AG0.13%

Funds

Fund% owned
Performance Trust Total Return Bond Fund77.90%
Avantis International Equity ETF9.57%
Avantis International Small Cap Value ETF8.75%
Franklin International Low Volatility High Dividend Index ETF4.46%
Touchstone ETF Trust-Touchstone Securitized Income ETF3.64%
WisdomTree International SmallCap Dividend Fund3.24%
Vident International Equity Strategy ETF2.33%
iShares Russell 2000 ETF2.26%
Wilshire Income Opportunities Fund1.72%
Total Bond Market Trust1.56%

OakChart. CD. Cached 15 minutes.

Some panels did not load: ratings.