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Angel Studios, Inc. (ANGX)

USD4.17 +0.08 (+2.05%)
US NYSE Communication Services Entertainment
Address 295 West Center Street 84601
Provo, UT, US
CEO Neal S. Harmon
Website angel.com
IPO 2025-09-11
CIK 1865200 ISIN US0349481095

Explore sections of this company profile

Description

Angel Studios, Inc., established in 2013 and headquartered in Provo, Utah, operates a streaming service dedicated to producing and distributing movies and television series from various creators. Through its platform, the company offers subscribers access to a diverse catalog of films, shows, and documentaries appropriate for viewers of all ages. Beyond its digital streaming offerings, Angel Studios also engages in online retail, selling physical media like DVDs, Blu-ray discs, and a selection of books, alongside providing content licensing services. A distinctive feature of their model is fostering a community-driven approach where fans can actively invest in and help promote new productions. The company underwent a name change from VidAngel, Inc. to Angel Studios, Inc. in March 2021.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD4.17 +0.08 (+2.05%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.06
Float Shares
94.52M
Free Float %
55.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.66% +1.34% +38.53% -7.65% -42.48% -35.33% -76.77% -76.77% -76.77% -76.77% -76.77%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
4.17
Low 9.00 +115.6%
Consensus 9.00 +115.6%
Median 9.00 +115.6%
High 9.00 +115.6%
DCF (Unlevered) 4.14 -0.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
9.00
+115.6%
All Time 1
9.00
+115.6%
Quality scores
Altman Z-Score
-1.09
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Entertainment: +5.6%
    +233.2% Q1'26: +142.6% (vs Q1'25)
  • EPS growth Entertainment: +31.6%
    -96.4% Q1'26: +64.3% (vs Q1'25)
  • FCF margin FCF growth · Entertainment: +61.7%
    -31.6% Q1'26: -0.7% (vs Q1'25)
  • EBIT margin Entertainment: +7.7%
    -49.3% Q1'26: -6.7% (vs Q1'25)
  • ROIC Entertainment: +5.2%
    Q1'26: -123.7% (vs Q1'25)
  • Share dilution Entertainment: +0.0%
    -3.4% Q1'26: +5.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Entertainment: -0.15×
    -0.41× Q1'26: -6.97× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.05) × ERP
WACC = 89% × Ke + 11% × Kd (20.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 4.07 Current price: 4.17
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2025
actual
Dec 2026
4 Rev. Ana.
2 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
321.56M
est: 306.38M (+5.0%)
474.13M
450.63M – 492.20M
+54.8% YoY
595.85M
535.81M – 662.58M
+25.7% YoY
774.40M
709.33M – 858.71M
+30.0% YoY
EBITDA
-143.31M
est: -25.11M (-470.7%)
-38.86M
-40.34M – -36.94M
-54.8% YoY
-48.84M
-54.31M – -43.92M
-25.7% YoY
-63.47M
-70.38M – -58.14M
-30.0% YoY
EBIT
-158.66M
est: -30.49M (-420.3%)
-47.19M
-48.99M – -44.85M
-54.8% YoY
-59.30M
-65.95M – -53.33M
-25.7% YoY
-77.08M
-85.47M – -70.60M
-30.0% YoY
Net Income
-170.48M
est: -259.20M (+34.2%)
-72.34M
-87.08M – -49.08M
+72.1% YoY
-48.49M
-62.07M – -31.03M
+33.0% YoY
-31.55M
-35.45M – -27.66M
+34.9% YoY
SGA
345.28M
est: 263.16M (+31.2%)
407.24M
387.06M – 422.76M
+54.8% YoY
511.79M
460.22M – 569.10M
+25.7% YoY
665.15M
609.26M – 737.56M
+30.0% YoY
EPS
-1.10
est: -1.67 (+34.3%)
-0.43
-0.56 – -0.32
+74.4% YoY
-0.28
-0.40 – -0.20
+34.2% YoY
-0.20
-0.23 – -0.18
+29.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-08 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-07 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-95.74M
OE per share TTM
-0.60
Owner's Yield
-18.59%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
1.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
20
Total invested
892.9K
Insider transactions (90d)
5
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
20
-86 vs prev Q
New positions
4
Closed positions
86
Increased
7
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 EP WEALTH ADVISORS, LLC 14.9K +14.9K (+100.0%) 69.56M +69.6M (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
2 HUDSON BAY CAPITAL MANAGEMENT LP 5.29M +3.3M (+165.7%) 24.73M +13.2M (+114.7%) 3.38% +2.106 pp 0.08% +0.043 pp USD5.10 -8.4% 2 qtrs
3 VANGUARD GROUP INC 1.35M +1.3M (+100.0%) 6.28M +6.3M (+100.0%) 0.86% +0.858 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
4 BLACKROCK, INC. 1.29M +1.3M (+100.0%) 6.01M +6.0M (+100.0%) 0.82% +0.820 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
5 SEPIO CAPITAL, LP 1.02M +201.0K (+24.6%) 4.75M +8.0K (+0.2%) 0.65% +0.128 pp 0.26% -0.021 pp USD5.58 -16.3% 2 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 879.7K +879.7K (+100.0%) 4.11M +4.1M (+100.0%) 0.56% +0.561 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
7 HARVEST INVESTMENT SERVICES, LLC 644.7K +634.2K (+6,060.0%) 3.01M +2.9M (+4,851.3%) 0.41% +0.405 pp 0.57% +0.556 pp USD4.69 -0.4% 2 qtrs
8 DIVERSIFY WEALTH MANAGEMENT, LLC 663.5K +651.6K (+5,469.6%) 2.77M +2.7M (+3,432.8%) 0.42% +0.416 pp 0.13% +0.125 pp USD4.69 -0.4% 2 qtrs
9 LPL FINANCIAL LLC 579.6K +4.2K (+0.7%) 2.71M -636.1K (-19.0%) 0.37% +0.003 pp 0.00% 0.000 pp USD5.80 -19.5% 2 qtrs
10 VERITION FUND MANAGEMENT LLC 546.0K +546.0K (+100.0%) 2.55M +2.5M (+100.0%) 0.35% +0.348 pp 0.01% +0.010 pp USD4.67 +0.0% 1 qtrs NEW
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 496.7K +496.7K (+100.0%) 2.32M +2.3M (+100.0%) 0.32% +0.317 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
12 RAYMOND JAMES FINANCIAL INC 422.0K +33.2K (+8.5%) 1.97M -288.0K (-12.8%) 0.27% +0.021 pp 0.00% 0.000 pp USD5.72 -18.4% 2 qtrs
13 UBS GROUP AG 289.0K +289.0K (+28,902,200.0%) 1.35M +1.3M (+22,495,516.7%) 0.18% +0.184 pp 0.00% +0.000 pp USD4.67 +0.0% 2 qtrs
14 SOVIERO ASSET MANAGEMENT, LP 260.0K +70.0K (+36.8%) 1.21M +110.3K (+10.0%) 0.17% +0.045 pp 0.58% +0.009 pp USD5.50 -15.1% 2 qtrs
15 STRATOS WEALTH PARTNERS, LTD. 220.1K +85.6K (+63.6%) 1.03M +246.4K (+31.5%) 0.14% +0.055 pp 0.01% +0.002 pp USD5.37 -13.0% 2 qtrs
16 PENSIONMARK FINANCIAL GROUP, LLC 202.7K +202.7K (+100.0%) 946.4K +946.4K (+100.0%) 0.13% +0.129 pp 0.02% +0.015 pp USD4.67 +0.0% 1 qtrs NEW
17 DV EQUITIES, LLC 200.00 +200.0 (+100.0%) 934.0K +934.0K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
18 NORTHERN TRUST CORP 184.0K +184.0K (+100.0%) 859.3K +859.3K (+100.0%) 0.12% +0.117 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
19 STATE STREET CORP 183.5K +183.5K (+100.0%) 856.9K +856.9K (+100.0%) 0.12% +0.117 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
20 AMUSSEN HUNSAKER ASSOCIATES LLC 163.9K +163.9K (+100.0%) 765.5K +765.5K (+100.0%) 0.10% +0.105 pp 0.08% +0.078 pp USD4.67 +0.0% 1 qtrs NEW
21 LAIRD NORTON TRUST COMPANY, LLC 112.5K +— (+0.0%) 525.2K -128.2K (-19.6%) 0.07% +0.000 pp 0.01% -0.101 pp USD5.81 -19.6% 2 qtrs
22 SUMMIT GLOBAL INVESTMENTS 109.0K +109.0K (+100.0%) 509.0K +509.0K (+100.0%) 0.07% +0.070 pp 0.03% +0.030 pp USD4.67 +0.0% 1 qtrs NEW
23 DIAMETRIC CAPITAL, LP 106.4K +106.4K (+100.0%) 496.8K +496.8K (+100.0%) 0.07% +0.068 pp 0.13% +0.133 pp USD4.67 +0.0% 1 qtrs NEW
24 MORGAN STANLEY 101.5K +96.1K (+1,759.9%) 474.2K +442.4K (+1,395.0%) 0.06% +0.061 pp 0.00% +0.000 pp USD4.73 -1.3% 2 qtrs
25 MMBG INVESTMENT ADVISORS CO. 96.5K +96.5K (+100.0%) 450.6K +450.6K (+100.0%) 0.06% +0.062 pp 0.04% +0.038 pp USD4.67 +0.0% 1 qtrs NEW
26 CITADEL ADVISORS LLC 96.2K +96.2K (+100.0%) 449.3K +449.3K (+100.0%) 0.06% +0.061 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 70.4K +70.4K (+100.0%) 328.8K +328.8K (+100.0%) 0.04% +0.045 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
28 COMMONWEALTH EQUITY SERVICES, LLC 59.8K +2.1K (+3.7%) 279.3K -55.7K (-16.6%) 0.04% +0.001 pp 0.00% 0.000 pp USD5.77 -19.1% 2 qtrs
29 GROUP ONE TRADING, L.P. 59.0K +59.0K (+100.0%) 275.7K +275.7K (+100.0%) 0.04% +0.038 pp 0.00% +0.001 pp USD4.67 +0.0% 1 qtrs NEW
30 SPROTT INC. 52.7K +52.7K (+100.0%) 246.1K +246.1K (+100.0%) 0.03% +0.034 pp 0.01% +0.008 pp USD4.67 +0.0% 1 qtrs NEW
31 NORDEN GROUP LLC 49.1K +49.1K (+100.0%) 229.4K +229.4K (+100.0%) 0.03% +0.031 pp 0.02% +0.023 pp USD4.67 +0.0% 1 qtrs NEW
32 CAPTRUST FINANCIAL ADVISORS 44.6K +384.0 (+0.9%) 208.4K -48.6K (-18.9%) 0.03% +0.000 pp 0.00% 0.000 pp USD5.80 -19.5% 2 qtrs
33 PACIFIC CAPITAL WEALTH ADVISORS, INC 40.2K +1.1K (+2.7%) 187.8K -39.6K (-17.4%) 0.03% +0.001 pp 0.03% -0.007 pp USD5.78 -19.2% 2 qtrs
34 KIECKHEFER GROUP LLC 40.0K +40.0K (+100.0%) 186.8K +186.8K (+100.0%) 0.03% +0.026 pp 0.09% +0.089 pp USD4.67 +0.0% 1 qtrs NEW
35 ANDINA CAPITAL MANAGEMENT, LLC 38.0K +38.0K (+100.0%) 177.5K +177.5K (+100.0%) 0.02% +0.024 pp 0.11% +0.107 pp USD4.67 +0.0% 1 qtrs NEW
36 ROCKEFELLER CAPITAL MANAGEMENT L.P. 38.0K +38.0K (+100.0%) 177.4K +177.4K (+100.0%) 0.02% +0.024 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
37 SHAY CAPITAL LLC 36.0K +36.0K (+100.0%) 168.1K +168.1K (+100.0%) 0.02% +0.023 pp 0.02% +0.017 pp USD4.67 +0.0% 1 qtrs NEW
38 BANK OF AMERICA CORP /DE/ 34.2K +579.0 (+1.7%) 159.6K -35.6K (-18.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD5.79 -19.3% 2 qtrs
39 JOHNSON FINANCIAL GROUP, LLC 31.9K +31.9K (+100.0%) 149.2K +149.2K (+100.0%) 0.02% +0.020 pp 0.01% +0.009 pp USD4.67 +0.0% 1 qtrs NEW
40 AQUIRE WEALTH ADVISORS, LLC 27.9K +— (+0.0%) 130.1K -31.8K (-19.6%) 0.02% +0.000 pp 0.03% -0.006 pp USD5.81 -19.6% 2 qtrs
41 PRELUDE CAPITAL MANAGEMENT, LLC 26.5K +26.5K (+100.0%) 123.6K +123.6K (+100.0%) 0.02% +0.017 pp 0.01% +0.009 pp USD4.67 +0.0% 1 qtrs NEW
42 VALUES FIRST ADVISORS, INC. 25.1K +25.1K (+100.0%) 117.2K +117.2K (+100.0%) 0.02% +0.016 pp 0.06% +0.061 pp USD4.67 +0.0% 1 qtrs NEW
43 STRATEGIC ADVOCATES LLC 24.7K +— (+0.0%) 115.5K -28.2K (-19.6%) 0.02% +0.000 pp 0.03% -0.008 pp USD5.81 -19.6% 2 qtrs
44 CACHETECH INC. 23.7K +23.7K (+100.0%) 110.5K +110.5K (+100.0%) 0.02% +0.015 pp 0.02% +0.021 pp USD4.67 +0.0% 1 qtrs NEW
45 ADAMS WEALTH MANAGEMENT 23.7K +23.7K (+100.0%) 110.5K +110.5K (+100.0%) 0.02% +0.015 pp 0.02% +0.024 pp USD4.67 +0.0% 1 qtrs NEW
46 JANE STREET GROUP, LLC 22.5K +22.5K (+100.0%) 105.1K +105.1K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
47 BYRNE ASSET MANAGEMENT LLC 22.2K +14.2K (+179.2%) 103.7K +57.5K (+124.4%) 0.01% +0.009 pp 0.06% +0.029 pp USD5.08 -8.1% 2 qtrs
48 SIMPLEX TRADING, LLC 21.7K +21.7K (+100.0%) 101.2K +101.2K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
49 TRUIST FINANCIAL CORP 18.0K +18.0K (+100.0%) 84.1K +84.1K (+100.0%) 0.01% +0.012 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
50 LMR PARTNERS LLP 17.5K +— (+0.0%) 81.7K -20.0K (-19.6%) 0.01% +0.000 pp 0.00% 0.000 pp USD5.81 -19.6% 2 qtrs
51 JPMORGAN CHASE & CO 17.4K +16.1K (+1,296.3%) 81.2K +74.0K (+1,022.4%) 0.01% +0.010 pp 0.00% +0.000 pp USD4.75 -1.7% 2 qtrs
52 ADVISOR GROUP HOLDINGS, INC. 16.9K +10.4K (+158.1%) 79.1K +41.3K (+108.9%) 0.01% +0.007 pp 0.00% +0.000 pp USD5.11 -8.6% 2 qtrs
53 JONES FINANCIAL COMPANIES LLLP 14.5K +9.5K (+191.2%) 67.9K +48.1K (+243.4%) 0.01% +0.006 pp 0.00% +0.000 pp USD5.06 -7.7% 2 qtrs
54 COLONY GROUP, LLC 14.5K +14.5K (+100.0%) 67.6K +67.6K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
55 VIRTU FINANCIAL LLC 14.3K +14.3K (+100.0%) 67.0K +67.0K (+100.0%) 0.01% +0.009 pp 0.00% +0.003 pp USD4.67 +0.0% 1 qtrs NEW
56 MGO ONE SEVEN LLC 11.9K +11.9K (+100.0%) 55.8K +55.8K (+100.0%) 0.01% +0.008 pp 0.00% +0.001 pp USD4.67 +0.0% 1 qtrs NEW
57 CETERA INVESTMENT ADVISERS 11.2K +11.2K (+100.0%) 52.4K +52.4K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
58 BLUE OWL CAPITAL HOLDINGS LP 10.0K +10.0K (+100.0%) 46.7K +46.7K (+100.0%) 0.01% +0.006 pp 0.00% +0.004 pp USD4.67 +0.0% 1 qtrs NEW
59 WELLS FARGO & COMPANY/MN 6.1K +5.1K (+494.5%) 28.5K +22.5K (+377.9%) 0.00% +0.003 pp 0.00% +0.000 pp USD4.86 -3.9% 2 qtrs
60 THOMAS J. HERZFELD ADVISORS, INC. 5.7K +— (+0.0%) 26.6K -6.5K (-19.6%) 0.00% +0.000 pp 0.01% -0.002 pp USD5.81 -19.6% 2 qtrs
61 MAI CAPITAL MANAGEMENT 5.4K +— (+0.0%) 25.2K -6.2K (-19.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD5.81 -19.6% 2 qtrs
62 CITIGROUP INC 5.0K +— (+0.0%) 23.4K -5.7K (-19.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.81 -19.6% 2 qtrs
63 CWM, LLC 5.0K +5.0K (+100.0%) 23.0K +23.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
64 EVERSOURCE WEALTH ADVISORS, LLC 4.9K +4.9K (+100.0%) 23.0K +23.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD4.67 +0.0% 1 qtrs NEW
65 DYNAMIC WEALTH STRATEGIES, LLC 4.7K +4.7K (+100.0%) 21.9K +21.9K (+100.0%) 0.00% +0.003 pp 0.01% +0.013 pp USD4.67 +0.0% 1 qtrs NEW
66 TOWER RESEARCH CAPITAL LLC (TRC) 4.0K +4.0K (+100.0%) 18.6K +18.6K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD4.67 +0.0% 1 qtrs NEW
67 PNC FINANCIAL SERVICES GROUP, INC. 3.1K +1.4K (+81.0%) 14.6K +4.6K (+45.5%) 0.00% +0.001 pp 0.00% +0.000 pp USD5.30 -11.9% 2 qtrs
68 NEWEDGE ADVISORS, LLC 2.6K +1.8K (+230.7%) 11.9K +7.4K (+165.8%) 0.00% +0.001 pp 0.00% +0.000 pp USD5.01 -6.8% 2 qtrs
69 FARTHER FINANCE ADVISORS, LLC 2.4K +2.4K (+100.0%) 11.4K +11.4K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
70 KOHMANN BOSSHARD FINANCIAL SERVICES, LLC 2.3K +2.3K (+100.0%) 10.5K +10.5K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD4.67 +0.0% 1 qtrs NEW
71 PARALLEL ADVISORS, LLC 2.1K +— (+0.0%) 9.6K -2.3K (-19.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.81 -19.6% 2 qtrs
72 BOGART WEALTH, LLC 1.9K +1.9K (+100.0%) 9.0K +9.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
73 ROYAL BANK OF CANADA 1.3K +395.0 (+44.8%) 6.0K +1.0K (+20.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.46 -14.5% 2 qtrs
74 CALDWELL SUTTER CAPITAL, INC. 1.0K +1.0K (+100.0%) 4.7K +4.7K (+100.0%) 0.00% +0.001 pp 0.00% +0.002 pp USD4.67 +0.0% 1 qtrs NEW
75 PHYSICIAN WEALTH ADVISORS, INC. 893.00 +893.0 (+100.0%) 4.2K +4.2K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD4.67 +0.0% 1 qtrs NEW
76 GLOBAL RETIREMENT PARTNERS, LLC 882.00 +267.0 (+43.4%) 4.1K +546.0 (+15.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.46 -14.5% 2 qtrs
77 882.00 +882.0 (+100.0%) 4.1K +4.1K (+100.0%) 0.00% +0.001 pp 0.00% +0.003 pp USD4.67 +0.0% 1 qtrs NEW
78 CREATIVE FINANCIAL DESIGNS INC /ADV 845.00 +845.0 (+100.0%) 3.9K +3.9K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
79 IFP ADVISORS, INC 800.00 +300.0 (+60.0%) 3.7K +831.0 (+28.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.38 -13.2% 2 qtrs
80 BERNARD WEALTH MANAGEMENT CORP. 700.00 +700.0 (+100.0%) 3.3K +3.3K (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD4.67 +0.0% 1 qtrs NEW
81 MCILRATH & ECK, LLC 692.00 +692.0 (+100.0%) 3.2K +3.2K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
82 KENTUCKY TRUST CO 535.00 +— (+0.0%) 2.5K -610.0 (-19.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD5.81 -19.6% 2 qtrs
83 PILLAR FINANCIAL ADVISORS, LLC 385.00 +— (+0.0%) 1.8K -439.0 (-19.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD5.81 -19.6% 2 qtrs
84 ALLWORTH FINANCIAL LP 373.00 +117.0 (+45.7%) 1.7K +254.0 (+17.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.45 -14.3% 2 qtrs
85 JFS WEALTH ADVISORS, LLC 294.00 +294.0 (+100.0%) 1.4K +1.4K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
86 CAITLIN JOHN, LLC 179.00 +179.0 (+100.0%) 836.00 +836.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD4.66 +0.2% 1 qtrs NEW
87 ROOT FINANCIAL PARTNERS, LLC 176.00 +176.0 (+100.0%) 822.00 +822.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.66 +0.2% 1 qtrs NEW
88 TIDEMARK, LLC 176.00 +— (+0.0%) 822.00 -201.0 (-19.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD5.81 -19.6% 2 qtrs
89 ORG WEALTH PARTNERS, LLC 176.00 +176.0 (+100.0%) 821.00 +821.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.66 +0.2% 1 qtrs NEW
90 ATLANTIC UNION BANKSHARES CORP 170.00 +— (+0.0%) 794.00 -194.0 (-19.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.81 -19.6% 2 qtrs
91 IAG WEALTH PARTNERS, LLC 145.00 +145.0 (+100.0%) 677.00 +677.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
92 BFSG, LLC 133.00 +— (+0.0%) 622.00 -151.0 (-19.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.80 -19.5% 2 qtrs
93 SRS CAPITAL ADVISORS, INC. 133.00 +133.0 (+100.0%) 622.00 +622.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.67 +0.0% 1 qtrs NEW
94 SUNBELT SECURITIES, INC. 117.00 +— (+0.0%) 546.00 -134.0 (-19.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.80 -19.5% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 3 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Schwab U.S. Small-Cap ETF SCHA 0.01% 1.82M 0.03%
2 Vanguard Extended Market ETF VXF 0.00% 2.53M 0.05%
3 Schwab U.S. Broad Market ETF SCHB 0.00% 222.1K 0.03%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.00
Neutral
Buys
5
Sells
5
Shares acquired
13.2K
Shares disposed
13.2K
Cash buys
Cash sales
Net activity
+0
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-23 Sarowitz Steven I Director M-Exempt D Class A Common Stock Restricted Stock Units 2,648 0.00 5,297 D
2026-04-23 Nguyen Trang T Director M-Exempt D Class A Common Stock Restricted Stock Units 2,648 0.00 5,297 D
2026-04-23 Liljenquist Katie Director M-Exempt A Class A Common Stock, par value $0.0001 per share 2,648 0.00 55,649 D
2026-04-23 Crane Benton Deloss Director M-Exempt A Class A Common Stock, par value $0.0001 per share 2,648 0.00 205,296 D
2026-04-23 Ahlstrom Paul Director M-Exempt A Class A Common Stock, par value $0.0001 per share 2,648 0.00 2,166,330 D
2026-03-06 Oskoui Stephen D. 10% Owner C-Conversion A Class A Common Stock 57,770 0.00 111,274 D
2026-02-27 Oskoui Stephen D. 10% Owner F-InKind D Class B Common Stock 79,881 3.86 308.3K 57,770 D
2026-01-26 Sarowitz Steven I Director M-Exempt D Class A Common Stock Restricted Stock Units 2,648 0.00 7,945 D
2026-01-23 Nguyen Trang T Director M-Exempt D Class A Common Stock Restricted Stock Units 2,648 0.00 7,945 D
2026-01-23 Liljenquist Katie Director M-Exempt A Class A Common Stock, par value $0.0001 per share 2,648 0.00 53,001 D
2026-01-23 Crane Benton Deloss Director M-Exempt D Class A Common Stock Restricted Stock Units 2,648 0.00 7,945 D
2026-01-23 Ahlstrom Paul Director M-Exempt A Class A Common Stock, par value $0.0001 per share 2,648 0.00 2,163,682 D
2026-01-15 Ahlstrom Paul Director D-Return D Class A Common Stock, par value $0.0001 per share 3,424,756 0.00 0 I
2025-12-12 Harmon Neal Director / Officer A-Award A Restricted Stock Units 245,916 0.00 245,916 D
2025-12-05 Ellis Elizabeth Officer X-InTheMoney A Class B Common Stock, par value $0.0001 per share 20,000 0.16 3.2K 153,761 D
2025-11-26 Crane Benton Deloss Director C-Conversion D Class B Common Stock, par value $0.0001 per share 200,000 0.00 367,202 D
2025-11-18 Nickle Eric Glen Officer A-Award A Performance Stock Units 58,482 0.00 58,482 D
2025-11-18 Klossner Scott Edward Officer A-Award A Performance Stock Units 58,482 0.00 58,482 D
2025-11-18 Harmon Jordan Officer A-Award A Performance Stock Units 70,695 0.00 70,695 D
2025-11-18 Harmon Jeffrey Officer A-Award A Performance Stock Units 70,695 0.00 70,695 D
2025-11-18 Ellis Elizabeth Officer A-Award A Performance Stock Units 70,695 0.00 70,695 D
2025-10-23 Sarowitz Steven I Director A-Award A Restricted Stock Units 10,593 0.00 10,593 D
2025-10-23 Nguyen Trang T Director A-Award A Restricted Stock Units 10,593 0.00 10,593 D
2025-10-23 Liljenquist Katie Director Stock Option (right to buy) 41,760 6.13 256.0K 0 D
2025-10-23 GAY ROBERT C Director A-Award A Restricted Stock Units 10,593 0.00 10,593 D
2025-10-23 Crane Benton Deloss Director Class B Common Stock, par value $0.0001 per share 0 0.00 567,202 D
2025-10-23 Ahlstrom Paul Director A-Award A Restricted Stock Units 10,593 0.00 10,593 D
2025-09-12 Oskoui Stephen D. 10% Owner C-Conversion A Class A Common Stock 53,504 0.00 53,504 D
2025-09-11 Taylor Seth Officer P-Purchase A Class A Common Stock, par value $0.0001 per share 11 17.54 192.94 4,505 D
2025-09-10 Taylor Seth Officer Class A Common Stock, par value $0.0001 per share 0 0.00 4,494 D
2025-09-10 Sarowitz Steven I Director Class A Common Stock, par value $0.0001 per share 0 0.00 703,970 I
2025-09-10 Nickle Eric Glen Officer Stock Option (right to buy) 267,523 6.13 1.64M 0 D
2025-09-10 Nguyen Trang T Director Stock Option (right to buy) 294,275 5.66 1.67M 0 D
2025-09-10 Klossner Scott Edward Officer Stock Option (right to buy) 267,523 7.29 1.95M 0 D
2025-09-10 Harmon Neal Director / Officer Class B Common Stock, par value $0.0001 per share 0 0.00 22,032,683 D
2025-09-10 Harmon Jordan Officer Stock Option (right to buy) 1,070,092 2.66 2.85M 0 D
2025-09-10 Harmon Jeffrey Officer Performance Stock Units 18,036 7.29 131.5K 0 D
2025-09-10 Gigafund 1, LP 10% Owner Options to Purchase Class B Common Stock 137,651 2.24 308.3K 0 I
2025-09-10 Geesey Jared Officer Performance Stock Units 67,897 5.66 384.3K 0 D
2025-09-10 GAY ROBERT C Director Class A Common Stock, par value $0.0001 per share 0 0.00 205,789 I
2025-09-10 Ellis Elizabeth Officer Class B Common Stock, par value $0.0001 per share 0 0.00 133,761 D
2025-09-10 Ahlstrom Paul Director Class A Common Stock, par value $0.0001 per share 0 0.00 1,712 I
2025-05-05 Sarowitz Steven I Director Warrant (right to buy) 163,322 6.13 1.00M 0 I

Executive team

Top executives
EBIT / Employee
-724.5K
Shares Outstanding
169.03M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Neal S. Harmon Co-Founder, CEO & Chairman 396.6K male
Jeffrey Harmon Chief Content Officer 396.1K male
Patrick Reilly Senior Vice President of Finance 316.0K male
Jordan Harmon President 291.8K male
Scott Edward Klossner CFO & Treasurer male
Elizabeth Ellis Chief Operating Officer female
Taylor Seth Chief Experience Officer male
Eric Glen Nickle Chief Legal Officer & Corporate Secretary male
Jared Geesey Chief Distribution Officer male
Jeanette Investor Relations Specialist female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits