IYG iShares U.S. Financial Services ETF
Permanent fund page ↗Industry · ETF
The analyst view of IYG's 98 holdings, rolled up into one implied target. How it works
Price
95.20 USD−0.38 (−0.40%) todayPrice as of 6 Nov 16:00 ETAnalyst window: Latest analyst report within last 1 year
Implied target from the holdings' analyst targets
+13.0%
implied upside · target 107.55 USD
as of 7 Nov 03:22 ET
Coverage94.4%55 of 98 holdings
Avg report date30 Aug 202610 Nov 2025 – 30 Oct 2026
Bear case
−6.5%
target 89.02 USD
Every covered holding at its lowest analyst target
Base case
+13.0%
target 107.55 USD
Weight-averaged average analyst targets
Bull case
+36.2%
target 129.63 USD
Every covered holding at its highest analyst target
Bull–bear spread 42.7 pts · 55 covered holdings
Last 1 year. 55 of 98 holdings have a target and a price; the table lists 99.89% of the fund. Low–high is each holding's lowest and highest target: its bear and bull case.
Prices as of 7 Nov 03:21 ET (live while streaming) · targets as of 6 Nov 19:06 ET. Same inputs as the fund estimate calculated 7 Nov 03:22 ET. Upside here compares each target with the holding's current price.
| Holding | Weight | Price | Avg target | Upside | Low – high | Report date | Buy / Hold / Sell | Status |
|---|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc Class B | 13.64% | 570.89 | 551.75 | −3.4% | 500.00 – 628.00 | 8 Aug 2026 | 2 / 4 / 0 | Covered |
| JPMJpmorgan Chase & Co | 12.94% | 334.49 | 367.14 | +9.8% | 310.00 – 425.00 | 29 Aug 2026 | 17 / 14 / 0 | Covered |
| VVisa Class A | 9.01% | 422.65 | 439.85 | +4.1% | 370.00 – 480.00 | 13 Sep 2026 | 45 / 3 / 0 | Covered |
| MAMastercard Class A | 6.56% | 652.70 | 692.78 | +6.1% | 500.00 – 760.00 | 13 Aug 2026 | 40 / 4 / 0 | Covered |
| BACBank of America | 5.21% | 49.42 | 62.78 | +27.0% | 55.00 – 72.00 | 12 Sep 2026 | 24 / 8 / 0 | Covered |
| GSGoldman Sachs Group | 3.86% | 865.82 | 1,072.00 | +23.8% | 875.00 – 1,300.00 | 9 Sep 2026 | 12 / 14 / 1 | Covered |
| WFCWells Fargo | 3.56% | 83.94 | 97.28 | +15.9% | 88.00 – 110.00 | 21 Aug 2026 | 20 / 10 / 0 | Covered |
| MSMorgan Stanley | 3.30% | 181.44 | 218.88 | +20.6% | 185.00 – 262.00 | 11 Sep 2026 | 14 / 15 / 1 | Covered |
| CCitigroup | 3.19% | 119.05 | 149.75 | +25.8% | 110.00 – 176.00 | 25 Aug 2026 | 20 / 4 / 0 | Covered |
| AXPAmerican Express | 2.36% | 320.99 | 365.84 | +14.0% | 230.00 – 450.00 | 8 Aug 2026 | 21 / 15 / 1 | Covered |
| SCHWCharles Schwab | 2.34% | 91.49 | 118.05 | +29.0% | 95.00 – 147.00 | 29 Sep 2026 | 16 / 8 / 1 | Covered |
| BLKBlackrock | 2.24% | 1,178.87 | 1,352.50 | +14.7% | 1,250.00 – 1,531.00 | 25 Sep 2026 | 19 / 2 / 0 | Covered |
| SPGIS&p Global | 1.75% | 467.80 | 520.64 | +11.3% | 450.00 – 640.00 | 12 Sep 2026 | 23 / 2 / 0 | Covered |
| COFCapital One Financial Corp | 1.74% | 201.87 | 254.63 | +26.1% | 210.50 – 290.00 | 9 Sep 2026 | 21 / 4 / 0 | Covered |
| BNYBank of New York Mellon Corp | 1.44% | 147.72 | 165.97 | +12.4% | 139.00 – 182.00 | 30 Aug 2026 | 12 / 8 / 0 | Covered |
| CMECme Group Class A | 1.39% | 305.89 | 319.43 | +4.4% | 230.00 – 367.00 | 18 Sep 2026 | 10 / 9 / 2 | Covered |
| USBUS Bancorp | 1.32% | 59.45 | 68.63 | +15.4% | 60.00 – 76.00 | 30 Aug 2026 | 16 / 11 / 0 | Covered |
| HOODRobinhood Markets Class A | 1.31% | 80.91 | 129.51 | +60.1% | 80.00 – 170.00 | 22 Sep 2026 | 31 / 4 / 1 | Covered |
| PNCPnc Financial Services Group | 1.30% | 225.38 | 262.32 | +16.4% | 235.00 – 286.00 | 10 Sep 2026 | 19 / 9 / 0 | Covered |
| ICEIntercontinental Exchange Inc | 1.26% | 172.27 | 188.75 | +9.6% | 167.00 – 236.00 | 7 Sep 2026 | 14 / 3 / 1 | Covered |
| BXBlackstone | 1.24% | 119.50 | 142.70 | +19.4% | 118.00 – 189.00 | 26 Aug 2026 | 12 / 11 / 1 | Covered |
| MCOMoodys Corp | 0.99% | 505.67 | 552.67 | +9.3% | 480.00 – 600.00 | 21 Aug 2026 | 17 / 7 / 0 | Covered |
| KKRKkr and Co Inc | 0.93% | 96.48 | 121.87 | +26.3% | 97.00 – 166.00 | 8 Sep 2026 | 17 / 5 / 0 | Covered |
| TFCTruist Financial | 0.83% | 49.38 | 53.33 | +8.0% | 45.00 – 61.00 | 20 Aug 2026 | 7 / 14 / 2 | Covered |
| APOApollo Global Management | 0.81% | 116.75 | 147.36 | +26.2% | 124.00 – 173.00 | 1 Sep 2026 | 15 / 8 / 0 | Covered |
| STTState Street | 0.71% | 165.56 | 194.39 | +17.4% | 144.00 – 230.00 | 30 Aug 2026 | 12 / 7 / 0 | Covered |
| FITBFifth Third Bancorp | 0.67% | 53.04 | 61.16 | +15.3% | 54.00 – 67.00 | 17 Aug 2026 | 21 / 4 / 0 | Covered |
| AMPAmeriprise Finance Inc | 0.64% | 501.49 | 559.73 | +11.6% | 445.00 – 638.00 | 11 Sep 2026 | 4 / 8 / 2 | Covered |
| COINCoinbase Global Inc Class A | 0.61% | 134.76 | 217.03 | +61.0% | 120.00 – 340.00 | 29 Aug 2026 | 23 / 16 / 3 | Covered |
| NDAQNasdaq Inc | 0.60% | 107.12 | 115.16 | +7.5% | 90.00 – 132.00 | 13 Sep 2026 | 19 / 4 / 0 | Covered |
| MSCIMsci | 0.58% | 641.01 | 687.61 | +7.3% | 593.00 – 805.00 | 21 Sep 2026 | 13 / 2 / 0 | Covered |
| IBKRInteractive Brokers Group Inc Clas | 0.57% | 75.82 | 104.40 | +37.7% | 94.50 – 117.00 | 28 Sep 2026 | 13 / 4 / 0 | Covered |
| MTBM&t Bank | 0.46% | 217.75 | 245.80 | +12.9% | 198.00 – 294.00 | 30 Aug 2026 | 7 / 16 / 2 | Covered |
| NTRSNorthern Trust | 0.46% | 172.76 | 184.39 | +6.7% | 170.00 – 194.00 | 27 Sep 2026 | 1 / 11 / 2 | Covered |
| HBANHuntington Bancshares Inc | 0.45% | 15.47 | 18.49 | +19.5% | 12.75 – 21.00 | 5 Sep 2026 | 14 / 7 / 1 | Covered |
| CBOECboe Global Markets | 0.42% | 353.27 | 323.91 | −8.3% | 299.00 – 358.00 | 22 Aug 2026 | 5 / 12 / 1 | Covered |
| CFGCitizens Financial Group Inc | 0.40% | 63.24 | 76.60 | +21.1% | 65.00 – 90.00 | 20 Aug 2026 | 17 / 5 / 0 | Covered |
| RJFRaymond James | 0.40% | 162.81 | 178.93 | +9.9% | 145.00 – 205.00 | 30 Aug 2026 | 6 / 13 / 0 | Covered |
| ARESAres Management Class A | 0.38% | 133.98 | 151.21 | +12.9% | 130.00 – 205.00 | 14 Sep 2026 | 15 / 6 / 0 | Covered |
| LPLALpl Financial Holdings | 0.35% | — | — | — | — | — | — | Outside research universe |
| RFRegions Financial | 0.34% | 28.31 | 31.26 | +10.4% | 28.00 – 35.00 | 14 Sep 2026 | 6 / 15 / 3 | Covered |
| SYFSynchrony Financial | 0.34% | 73.74 | 85.95 | +16.6% | 73.00 – 103.00 | 22 Aug 2026 | 12 / 12 / 0 | Covered |
| TROWT Rowe Price Group | 0.33% | 108.41 | 104.46 | −3.6% | 86.00 – 113.00 | 11 Sep 2026 | 0 / 9 / 4 | Covered |
| SOFISofi Technologies | 0.30% | — | — | — | — | — | — | Outside research universe |
| FCNCAFirst Citizens Bancshares Class A | 0.27% | — | — | — | — | — | — | Outside research universe |
| KEYKeycorp | 0.27% | 20.85 | 44.74 | +114.6% | 21.50 – 415.00 | 13 Aug 2026 | 12 / 9 / 0 | Covered |
| EWBCEast West Bancorp | 0.25% | — | — | — | — | — | — | Outside research universe |
| PNFPPinnacle Financial Partners | 0.21% | — | — | — | — | — | — | Outside research universe |
| IVZInvesco Ltd | 0.20% | 27.08 | 34.25 | +26.5% | 29.50 – 41.00 | 30 Aug 2026 | 6 / 9 / 0 | Covered |
| EQHEquitable Holdings | 0.19% | — | — | — | — | — | — | Outside research universe |
| TWTradeweb Markets Inc Class A | 0.17% | — | — | — | — | — | — | Outside research universe |
| FHNFirst Horizon | 0.16% | — | — | — | — | — | — | Outside research universe |
| RKTRocket Companies Inc Class A | 0.16% | — | — | — | — | — | — | Outside research universe |
| SEICSei Investments | 0.16% | — | — | — | — | — | — | Outside research universe |
| SFStifel Financial | 0.16% | — | — | — | — | — | — | Outside research universe |
| ALLYAlly Financial Inc | 0.15% | — | — | — | — | — | — | Outside research universe |
| BPOPPopular | 0.15% | — | — | — | — | — | — | Outside research universe |
| CGCarlyle Group Inc | 0.15% | — | — | — | — | — | — | Outside research universe |
| AMGAffiliated Managers Group | 0.14% | — | — | — | — | — | — | Outside research universe |
| BENFranklin Templeton | 0.14% | 33.73 | 36.00 | +6.7% | 31.00 – 40.00 | 25 Aug 2026 | 4 / 5 / 2 | Covered |
| CFRCullen Frost Bankers | 0.14% | — | — | — | — | — | — | Outside research universe |
| EVREvercore Class A | 0.14% | — | — | — | — | — | — | Outside research universe |
| FDSFactset Research Systems | 0.14% | 327.89 | 293.64 | −10.4% | 210.00 – 393.00 | 1 Aug 2026 | 5 / 10 / 6 | Covered |
| SSBSouthstate Bank Corp | 0.14% | — | — | — | — | — | — | Outside research universe |
| UMBFUmb Financial | 0.14% | 133.77 | 160.85 | +20.2% | 142.00 – 182.00 | 20 Sep 2026 | 12 / 4 / 0 | Covered |
| WTFCWintrust Financial | 0.14% | — | — | — | — | — | — | Outside research universe |
| CRBGCorebridge Financial Inc | 0.13% | — | — | — | — | — | — | Outside research universe |
| VOYAVoya Financial | 0.13% | — | — | — | — | — | — | Outside research universe |
| ZIONZions Bancorporation | 0.13% | — | — | — | — | — | — | Outside research universe |
| FCFSFirstcash Holdings Inc | 0.12% | 185.67 | 247.50 | +33.3% | 235.00 – 255.00 | 29 Sep 2026 | 4 / 1 / 0 | Covered |
| PBProsperity Bancshares | 0.12% | — | — | — | — | — | — | Outside research universe |
| CBSHCommerce Bancshares | 0.11% | — | — | — | — | — | — | Outside research universe |
| WALWestern Alliance | 0.11% | — | — | — | — | — | — | Outside research universe |
| HLIHoulihan Lokey Class A | 0.10% | — | — | — | — | — | — | Outside research universe |
| JEFJefferies Financial Group Inc | 0.10% | — | — | — | — | — | — | Outside research universe |
| FNBFnb Corp | 0.09% | — | — | — | — | — | — | Outside research universe |
| OMFOnemain Holdings | 0.09% | — | — | — | — | — | — | Outside research universe |
| OWLBlue Owl Capital Class A | 0.09% | — | — | — | — | — | — | Outside research universe |
| TPGTpg Inc Class A | 0.09% | — | — | — | — | — | — | Outside research universe |
| UBSIUnited Bankshares | 0.09% | 48.22 | 50.60 | +4.9% | 48.00 – 54.00 | 19 Sep 2026 | 2 / 5 / 0 | Covered |
| VLYValley National | 0.09% | 14.08 | 16.58 | +17.8% | 13.25 – 18.50 | 25 Aug 2026 | 13 / 3 / 0 | Covered |
| ESNTEssent Group | 0.08% | 63.41 | 71.11 | +12.1% | 63.00 – 80.00 | 6 Aug 2026 | 3 / 9 / 0 | Covered |
| GBCIGlacier Bancorp Inc | 0.08% | 48.16 | 56.40 | +17.1% | 53.00 – 63.00 | 10 Aug 2026 | 5 / 3 / 0 | Covered |
| HOMBHome Bancshares Inc | 0.08% | 29.86 | 32.57 | +9.1% | 31.00 – 35.00 | 23 Sep 2026 | 4 / 7 / 0 | Covered |
| MKTXMarketaxess Holdings | 0.08% | — | — | — | — | — | — | Outside research universe |
| MTGMgic Investment | 0.08% | — | — | — | — | — | — | Outside research universe |
| GLXYGalaxy Digital Inc Class A | 0.07% | — | — | — | — | — | — | Outside research universe |
| OZKBank Ozk | 0.07% | — | — | — | — | — | — | Outside research universe |
| VIRTVirtu Financial Inc Class A | 0.07% | — | — | — | — | — | — | Outside research universe |
| FFINFirst Financial Bankshares Inc | 0.06% | 30.41 | 35.00 | +15.1% | 33.00 – 38.00 | 15 Sep 2026 | 1 / 9 / 0 | Covered |
| RDNRadian Group | 0.06% | 35.97 | 42.38 | +17.8% | 36.00 – 48.00 | 5 Jul 2026 | 6 / 4 / 0 | Covered |
| SLMSlm Corp | 0.06% | — | — | — | — | — | — | Outside research universe |
| HLNEHamilton Lane Class A | 0.05% | — | — | — | — | — | — | Outside research universe |
| MORNMorningstar | 0.05% | — | — | — | — | — | — | Outside research universe |
| BOKFBok Financial Corp | 0.04% | — | — | — | — | — | — | Outside research universe |
| CACCCredit Acceptance Corp | 0.04% | — | — | — | — | — | — | Outside research universe |
| USDUsd Cash | 0.02% | 53.83 | — | — | — | — | — | No current target |
| PSPershing Square Inc | 0.01% | — | — | — | — | — | — | Outside research universe |
- BRK.BBerkshire Hathaway Inc Class B13.64%Price 570.89 · target 551.75 −3.4%2 / 4 / 0Low–high 500.00 – 628.00Covered
- JPMJpmorgan Chase & Co12.94%Price 334.49 · target 367.14 +9.8%17 / 14 / 0Low–high 310.00 – 425.00Covered
- VVisa Class A9.01%Price 422.65 · target 439.85 +4.1%45 / 3 / 0Low–high 370.00 – 480.00Covered
- MAMastercard Class A6.56%Price 652.70 · target 692.78 +6.1%40 / 4 / 0Low–high 500.00 – 760.00Covered
- BACBank of America5.21%Price 49.42 · target 62.78 +27.0%24 / 8 / 0Low–high 55.00 – 72.00Covered
- GSGoldman Sachs Group3.86%Price 865.82 · target 1,072.00 +23.8%12 / 14 / 1Low–high 875.00 – 1,300.00Covered
- WFCWells Fargo3.56%Price 83.94 · target 97.28 +15.9%20 / 10 / 0Low–high 88.00 – 110.00Covered
- MSMorgan Stanley3.30%Price 181.44 · target 218.88 +20.6%14 / 15 / 1Low–high 185.00 – 262.00Covered
- CCitigroup3.19%Price 119.05 · target 149.75 +25.8%20 / 4 / 0Low–high 110.00 – 176.00Covered
- AXPAmerican Express2.36%Price 320.99 · target 365.84 +14.0%21 / 15 / 1Low–high 230.00 – 450.00Covered
- SCHWCharles Schwab2.34%Price 91.49 · target 118.05 +29.0%16 / 8 / 1Low–high 95.00 – 147.00Covered
- BLKBlackrock2.24%Price 1,178.87 · target 1,352.50 +14.7%19 / 2 / 0Low–high 1,250.00 – 1,531.00Covered
- SPGIS&p Global1.75%Price 467.80 · target 520.64 +11.3%23 / 2 / 0Low–high 450.00 – 640.00Covered
- COFCapital One Financial Corp1.74%Price 201.87 · target 254.63 +26.1%21 / 4 / 0Low–high 210.50 – 290.00Covered
- BNYBank of New York Mellon Corp1.44%Price 147.72 · target 165.97 +12.4%12 / 8 / 0Low–high 139.00 – 182.00Covered
- CMECme Group Class A1.39%Price 305.89 · target 319.43 +4.4%10 / 9 / 2Low–high 230.00 – 367.00Covered
- USBUS Bancorp1.32%Price 59.45 · target 68.63 +15.4%16 / 11 / 0Low–high 60.00 – 76.00Covered
- HOODRobinhood Markets Class A1.31%Price 80.91 · target 129.51 +60.1%31 / 4 / 1Low–high 80.00 – 170.00Covered
- PNCPnc Financial Services Group1.30%Price 225.38 · target 262.32 +16.4%19 / 9 / 0Low–high 235.00 – 286.00Covered
- ICEIntercontinental Exchange Inc1.26%Price 172.27 · target 188.75 +9.6%14 / 3 / 1Low–high 167.00 – 236.00Covered
- BXBlackstone1.24%Price 119.50 · target 142.70 +19.4%12 / 11 / 1Low–high 118.00 – 189.00Covered
- MCOMoodys Corp0.99%Price 505.67 · target 552.67 +9.3%17 / 7 / 0Low–high 480.00 – 600.00Covered
- KKRKkr and Co Inc0.93%Price 96.48 · target 121.87 +26.3%17 / 5 / 0Low–high 97.00 – 166.00Covered
- TFCTruist Financial0.83%Price 49.38 · target 53.33 +8.0%7 / 14 / 2Low–high 45.00 – 61.00Covered
- APOApollo Global Management0.81%Price 116.75 · target 147.36 +26.2%15 / 8 / 0Low–high 124.00 – 173.00Covered
- STTState Street0.71%Price 165.56 · target 194.39 +17.4%12 / 7 / 0Low–high 144.00 – 230.00Covered
- FITBFifth Third Bancorp0.67%Price 53.04 · target 61.16 +15.3%21 / 4 / 0Low–high 54.00 – 67.00Covered
- AMPAmeriprise Finance Inc0.64%Price 501.49 · target 559.73 +11.6%4 / 8 / 2Low–high 445.00 – 638.00Covered
- COINCoinbase Global Inc Class A0.61%Price 134.76 · target 217.03 +61.0%23 / 16 / 3Low–high 120.00 – 340.00Covered
- NDAQNasdaq Inc0.60%Price 107.12 · target 115.16 +7.5%19 / 4 / 0Low–high 90.00 – 132.00Covered
- MSCIMsci0.58%Price 641.01 · target 687.61 +7.3%13 / 2 / 0Low–high 593.00 – 805.00Covered
- IBKRInteractive Brokers Group Inc Clas0.57%Price 75.82 · target 104.40 +37.7%13 / 4 / 0Low–high 94.50 – 117.00Covered
- MTBM&t Bank0.46%Price 217.75 · target 245.80 +12.9%7 / 16 / 2Low–high 198.00 – 294.00Covered
- NTRSNorthern Trust0.46%Price 172.76 · target 184.39 +6.7%1 / 11 / 2Low–high 170.00 – 194.00Covered
- HBANHuntington Bancshares Inc0.45%Price 15.47 · target 18.49 +19.5%14 / 7 / 1Low–high 12.75 – 21.00Covered
- CBOECboe Global Markets0.42%Price 353.27 · target 323.91 −8.3%5 / 12 / 1Low–high 299.00 – 358.00Covered
- CFGCitizens Financial Group Inc0.40%Price 63.24 · target 76.60 +21.1%17 / 5 / 0Low–high 65.00 – 90.00Covered
- RJFRaymond James0.40%Price 162.81 · target 178.93 +9.9%6 / 13 / 0Low–high 145.00 – 205.00Covered
- ARESAres Management Class A0.38%Price 133.98 · target 151.21 +12.9%15 / 6 / 0Low–high 130.00 – 205.00Covered
- LPLALpl Financial Holdings0.35%Price — · target ——Low–high —Outside research universe
- RFRegions Financial0.34%Price 28.31 · target 31.26 +10.4%6 / 15 / 3Low–high 28.00 – 35.00Covered
- SYFSynchrony Financial0.34%Price 73.74 · target 85.95 +16.6%12 / 12 / 0Low–high 73.00 – 103.00Covered
- TROWT Rowe Price Group0.33%Price 108.41 · target 104.46 −3.6%0 / 9 / 4Low–high 86.00 – 113.00Covered
- SOFISofi Technologies0.30%Price — · target ——Low–high —Outside research universe
- FCNCAFirst Citizens Bancshares Class A0.27%Price — · target ——Low–high —Outside research universe
- KEYKeycorp0.27%Price 20.85 · target 44.74 +114.6%12 / 9 / 0Low–high 21.50 – 415.00Covered
- EWBCEast West Bancorp0.25%Price — · target ——Low–high —Outside research universe
- PNFPPinnacle Financial Partners0.21%Price — · target ——Low–high —Outside research universe
- IVZInvesco Ltd0.20%Price 27.08 · target 34.25 +26.5%6 / 9 / 0Low–high 29.50 – 41.00Covered
- EQHEquitable Holdings0.19%Price — · target ——Low–high —Outside research universe
- TWTradeweb Markets Inc Class A0.17%Price — · target ——Low–high —Outside research universe
- FHNFirst Horizon0.16%Price — · target ——Low–high —Outside research universe
- RKTRocket Companies Inc Class A0.16%Price — · target ——Low–high —Outside research universe
- SEICSei Investments0.16%Price — · target ——Low–high —Outside research universe
- SFStifel Financial0.16%Price — · target ——Low–high —Outside research universe
- ALLYAlly Financial Inc0.15%Price — · target ——Low–high —Outside research universe
- BPOPPopular0.15%Price — · target ——Low–high —Outside research universe
- CGCarlyle Group Inc0.15%Price — · target ——Low–high —Outside research universe
- AMGAffiliated Managers Group0.14%Price — · target ——Low–high —Outside research universe
- BENFranklin Templeton0.14%Price 33.73 · target 36.00 +6.7%4 / 5 / 2Low–high 31.00 – 40.00Covered
- CFRCullen Frost Bankers0.14%Price — · target ——Low–high —Outside research universe
- EVREvercore Class A0.14%Price — · target ——Low–high —Outside research universe
- FDSFactset Research Systems0.14%Price 327.89 · target 293.64 −10.4%5 / 10 / 6Low–high 210.00 – 393.00Covered
- SSBSouthstate Bank Corp0.14%Price — · target ——Low–high —Outside research universe
- UMBFUmb Financial0.14%Price 133.77 · target 160.85 +20.2%12 / 4 / 0Low–high 142.00 – 182.00Covered
- WTFCWintrust Financial0.14%Price — · target ——Low–high —Outside research universe
- CRBGCorebridge Financial Inc0.13%Price — · target ——Low–high —Outside research universe
- VOYAVoya Financial0.13%Price — · target ——Low–high —Outside research universe
- ZIONZions Bancorporation0.13%Price — · target ——Low–high —Outside research universe
- FCFSFirstcash Holdings Inc0.12%Price 185.67 · target 247.50 +33.3%4 / 1 / 0Low–high 235.00 – 255.00Covered
- PBProsperity Bancshares0.12%Price — · target ——Low–high —Outside research universe
- CBSHCommerce Bancshares0.11%Price — · target ——Low–high —Outside research universe
- WALWestern Alliance0.11%Price — · target ——Low–high —Outside research universe
- HLIHoulihan Lokey Class A0.10%Price — · target ——Low–high —Outside research universe
- JEFJefferies Financial Group Inc0.10%Price — · target ——Low–high —Outside research universe
- FNBFnb Corp0.09%Price — · target ——Low–high —Outside research universe
- OMFOnemain Holdings0.09%Price — · target ——Low–high —Outside research universe
- OWLBlue Owl Capital Class A0.09%Price — · target ——Low–high —Outside research universe
- TPGTpg Inc Class A0.09%Price — · target ——Low–high —Outside research universe
- UBSIUnited Bankshares0.09%Price 48.22 · target 50.60 +4.9%2 / 5 / 0Low–high 48.00 – 54.00Covered
- VLYValley National0.09%Price 14.08 · target 16.58 +17.8%13 / 3 / 0Low–high 13.25 – 18.50Covered
- ESNTEssent Group0.08%Price 63.41 · target 71.11 +12.1%3 / 9 / 0Low–high 63.00 – 80.00Covered
- GBCIGlacier Bancorp Inc0.08%Price 48.16 · target 56.40 +17.1%5 / 3 / 0Low–high 53.00 – 63.00Covered
- HOMBHome Bancshares Inc0.08%Price 29.86 · target 32.57 +9.1%4 / 7 / 0Low–high 31.00 – 35.00Covered
- MKTXMarketaxess Holdings0.08%Price — · target ——Low–high —Outside research universe
- MTGMgic Investment0.08%Price — · target ——Low–high —Outside research universe
- GLXYGalaxy Digital Inc Class A0.07%Price — · target ——Low–high —Outside research universe
- OZKBank Ozk0.07%Price — · target ——Low–high —Outside research universe
- VIRTVirtu Financial Inc Class A0.07%Price — · target ——Low–high —Outside research universe
- FFINFirst Financial Bankshares Inc0.06%Price 30.41 · target 35.00 +15.1%1 / 9 / 0Low–high 33.00 – 38.00Covered
- RDNRadian Group0.06%Price 35.97 · target 42.38 +17.8%6 / 4 / 0Low–high 36.00 – 48.00Covered
- SLMSlm Corp0.06%Price — · target ——Low–high —Outside research universe
- HLNEHamilton Lane Class A0.05%Price — · target ——Low–high —Outside research universe
- MORNMorningstar0.05%Price — · target ——Low–high —Outside research universe
- BOKFBok Financial Corp0.04%Price — · target ——Low–high —Outside research universe
- CACCCredit Acceptance Corp0.04%Price — · target ——Low–high —Outside research universe
- USDUsd Cash0.02%Price 53.83 · target ——Low–high —No current target
- PSPershing Square Inc0.01%Price — · target ——Low–high —Outside research universe
Holdings fetched 06 Nov 2026 · refreshed weekly · weights as published for the fund. Prices delayed about 15 minutes outside the live stream. A summary of analyst opinion, not investment advice.