BULL Webull Corporation Class A Ordinary Shares
XNAS 5.22 +0.97% Pre-marketStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
BULL
$5.22
▲ +0.97%
Key stats
$5.17
Pre-market
$5.22
+0.97%
- 52-Week Range
- $4.50 – $10.83
- YTD
- -36.81%
- IV Rank (30D)
- 58.73
- Straddle Price
- $0.77
- P/C Vol Ratio
- 0.20
- Market Cap
- $2.8B
- Open
- $5.21
- Day Range
- $4.93 – $5.21
- Volume
- 18,640,689
- Prev Close
- $5.33
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.05% |
| Beta vs SPY | 0.57 |
| Cost of Equity (CAPM) | 7.89% (VRP-adj) |
| WACC | 7.77% |
| Volatility Risk Premium | +77.0pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $7.49 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $6.02 |
| Bollinger Width / SMA20 | 596.3% (drives anchor stability) |
| Net Debt | $0.0B |
Peers used for multiples: BLK, COIN, CORZ, FIGR, GLXY, HOOD, HUT, WULF
60-Day Conviction
87%
20-Day Fair Value
≈ by Dec 1, 2026
$5.13
α -0.7%
rank 46%
conviction
49%
40-Day Fair Value
≈ by Dec 30, 2026
$5.11
α -1.1%
rank 46%
conviction
34%
60-Day Fair Value
≈ by Jan 28, 2027
$4.98
α -3.6%
rank 46%
conviction
87%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 30.0× · 3 peers |
| Peer EV/EBITDA | n/a | 0% | median 22.3× · 5 peers |
| Peer P/B | n/a | 0% | median 3.8× · 7 peers |
| Peer P/S | n/a | 0% | median 10.3× · 8 peers |
| Market Anchor (SMA50) | $7.49 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $5.11 | 100% | 15 strikes · skew -0.04 |
As of 2026-11-02 · updated
Related
About
- Industry (SIC)
- SECURITY BROKERS, DEALERS & FLOTATION COMPANIES (6211) · industry map
- Exchange
- XNAS
- Market Cap
- $2.8B
- Employees
- 1,396
- List Date
- 2025-04-11
- CIK
- 0001866364
- Next Earnings
- 2026-11-19
- EPS Forecast
- $0.07
- Homepage
- https://www.webullcorp.com
Webull Corp is a digital investment platform built upon a next-generation globally infrastructure services. It strives to be the platform of choice for a new generation of investors by creating an efficient, low-cost, and easy-to-use investment platform. The company distinguishes itself from other investment service providers by offering a mobile-first user experience, a broad range of investment products, and extensive functionality constructed to help its customers build wealth over time. The company arms each customer with the tools it needs to develop into what it refers to as an informed …
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | -14.16% | -14.16% |
| Feb | -- | -14.56% | -14.56% |
| Mar | -- | -20.53% | -20.53% |
| Apr | 4.83% | 44.09% | 24.46% |
| May | -13.74% | -8.96% | -11.35% |
| Jun | 4.55% | -1.21% | 1.67% |
| Jul | 12.98% | 0.36% | 6.67% |
| Aug | 1.95% | 30.58% | 16.27% |
| Sep | 9.96% | -23.66% | -6.85% |
| Oct | -23.32% | -26.46% | -24.89% |
| Nov | -9.86% | --* | -9.86% |
| Dec | -15.54% | -- | -15.54% |
| Total | -30.10% | -44.43% | -37.26% |
* Only 2 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $6.02
SMA 50: $7.49
SMA 200: $6.84
Current: $5.17
EMA 12: $5.72
EMA 26: $6.28
MACD: -0.5627 | Signal: -0.0157
BEARISH
ADX (14): 28.66
TREND
+DI: 15.58
−DI: 41.51
Momentum Oscillators
RSI (14): 27.32
OVERSOLD
Stoch %K: 9.03
Stoch %D: 8.26
Williams %R: -84.11
Volume & Volatility
BB Upper: $7.11
BB Lower: $4.94
NEUTRAL
OBV: -259,330,980
Vol SMA 20: 14,038,228
Vol ROC: 132.26%
ATR: $0.36
True Range: $0.40
HV 20: 85.1%
HV 30: 74.1%
HV 60: 73.9%
Data Summary
Data Points: 391
Last Updated:
Date Range: 2025-04-11T00:00:00 – 2026-10-30T00:00:00
AI Analysis
BULL Stock Analysis Report
Analysis Date: October 3, 2026
Executive Summary
Overall Assessment: BEARISH | Confidence Level: 7/10
Investment Thesis: BULL is experiencing a severe technical breakdown with the stock trading 26% below its 20-day moving average while fundamental momentum indicators flash distress signals (RSI 27.15, MACD bearish histogram -0.34). Despite positive sector tailwinds from the booming e-brokerage market narrative and elevated options volatility suggesting institutional positioning, the technical deterioration and extremely negative volume metrics (OBV -$199.8M) indicate significant selling pressure that contradicts recent bullish news sentiment from August-September.
Key Drivers:
- Positive: E-brokerage sector growth projections ($34.6B by 2034), recent positive analyst commentary on earnings estimates, regulatory tailwinds (PDT rule elimination)
- Primary Risks: Severe technical breakdown, negative OBV suggesting institutional distribution, extreme beta (2.32) amplifying downside moves, price collapse relative to all moving averages
Recent News Sentiment Impact: Mixed signals—news headlines (August-September timeframe) remain positive regarding sector growth and BULL-specific earnings estimates, but the sharp price decline to $5.95 suggests these optimistic narratives failed to support the stock, indicating a potential disconnect between sentiment and fundamentals or execution concerns.
Technical Analysis
Trend Direction
| Timeframe | Assessment | Rationale | |-----------|-----------|-----------| | Short-term (1-4 weeks) | BEARISH | Price $5.95 vs SMA20 $7.72 = -22.9% deviation. EMA12 ($7.24) and EMA26 ($7.70) both above price; price trading below all key moving averages | | Medium-term (1-3 months) | BEARISH | Price significantly below SMA50 ($8.10) and SMA200 ($7.05). Note: Price has fallen BELOW the 200-day MA, suggesting long-term trend violation | | Long-term (3-12 months) | BEARISH TRANSITION | While SMA200 ($7.05) is slightly above current price, the rapid deterioration and breach suggest a fundamental shift from any previous uptrend to downtrend |
Support/Resistance Levels
Resistance (Upside Targets):
- $7.72 - SMA20 (immediate strong resistance; must reclaim this for bounce validation)
- $8.10 - SMA50 (critical intermediate resistance; rejection here extends downside)
- $9.39 - Upper Bollinger Band (technical ceiling; currently 57.8% above price)
Support (Downside Protection):
- $6.05 - Lower Bollinger Band (theoretical mean-reversion floor; -1.7% from current)
- $5.50 - Approximate gap fill level; psychological support below Bollinger lower band
- $4.50-5.00 - Extended downside if support breaks (35-15% additional decline)
Momentum Signals
RSI (14): 27.15 — OVERSOLD CONDITION
- Reading well below 30 threshold indicates extreme oversold status
- Historically, RSI <30 suggests potential mean-reversion bounce or capitulation buying
- Caution: In strong downtrends, oversold readings can persist; oversold ≠ automatic buy signal
- Risk: Further downside possible despite oversold reading
MACD: -0.47 (MACD Line) vs -0.13 (Signal) | Histogram: -0.34 — BEARISH
- MACD line (-0.47) remains BELOW signal line (-0.13), confirming bearish regime
- Negative histogram (-0.34) indicates momentum remains downward
- No bullish crossover present; downtrend momentum confirmed
- Signal: Bearish structure intact; no reversal signal yet
Stochastic Oscillators (Slow):
- %K: 21.69 / %D: 22.98 — Both deeply oversold (<30)
- Williams %R: -86.03 — Extreme oversold reading (scale -100 to 0)
- Interpretation: Severe overbought in downward momentum; potential for sharp corrective bounce but within downtrend context
Bollinger Bands:
- Price: $5.95 vs Lower Band: $6.05 vs Upper Band: $9.39
- Position: Price trading BELOW lower band (oversold squeeze condition)
- Band Width: 43.27% (moderate band expansion suggests elevated volatility, not band compression)
- Signal: Extreme mean-reversion setup OR continuation of breakdown (ambiguous signal requiring volume confirmation)
Volume Analysis
Critical Finding: Extremely Negative Volume Signals
-
On-Balance Volume (OBV): -$199.8 Million (deeply negative cumulative volume)
- Indicates persistent institutional selling pressure
- OBV declining while price declines = bearish confirmation (volume on down days exceeds up days)
- Red Flag: This massive negative OBV suggests distribution rather than capitulation
-
Volume Rate of Change: +266% (extreme positive change)
- Current 20-day volume average: 13.47M shares
- Dramatic spike suggests panic selling volume OR institutional liquidation
- High volume on down move = capitulation selling (mixed signal: potential bottom but with heavy pain)
-
Volume Profile Imbalance:
- 20-day average volume baseline: 13.47M shares
- Current volume 266% elevated = approximately 48M shares in recent session
- Institutional likely selling (given OBV pattern), not accumulating
Volume Interpretation: The combination of -$199.8M OBV and +266% volume change paints a picture of forced institutional selling or panic liquidation—this is NOT healthy accumulation at oversold levels.
News & Sentiment Analysis
Recent Headlines Summary (Last 10 Articles - August 27 to October 3, 2026)
| Date | Headline | Sentiment | Relevance | |------|----------|-----------|-----------| | 2026-10-03 | E-Brokerage Market $34.6B by 2034 | POSITIVE | Sector tailwind; general e-brokerage growth narrative | | 2026-09-16 | Why Webull Stock Dropped Today | NEUTRAL | Acknowledges recent decline but specific reasons unclear | | 2026-08-31 | Chime Hit 52-Week High | POSITIVE | Competitor success; related sector strength | | 2026-08-27 | Surging Earnings Estimates Signal Upside for BULL | POSITIVE | Specific to BULL—analyst expectations rising | | 2026-08-27 | Prediction Markets Explode as Trading Frontier | POSITIVE | Regulatory/market expansion opportunity | | 2026-06-04 | PDT Rule Dies—Brokers to Gain | POSITIVE | Regulatory catalyst (historical, now implemented) |
Sentiment Assessment
Aggregate News Sentiment: POSITIVE (70% of articles)
- Sector growth narrative strong: e-brokerage expansion, new market frontiers (prediction markets)
- BULL-specific catalyst: "Surging Earnings Estimates" (August 27) suggested upside potential
- Regulatory tailwind: PDT rule elimination benefits low-cost brokers like Webull
Critical Disconnect: News ↔ Price Action
Major Red Flag: Positive earnings estimate revision (August 27) and sector growth headlines have NOT supported stock price. BULL has collapsed from implied highs (SMA20 $7.72) to $5.95 (-22.9%) AFTER positive earnings news.
Possible Explanations:
- Execution Risk: Earnings estimates rising but actual margins/profitability concerns
- Competitive Pressure: Sector growth shared with better-positioned competitors (Robinhood, Interactive Brokers explicitly mentioned)
- Macro Headwinds: Market-wide volatility or retail trading volume decline despite sector growth projections
- Valuation Pullback: Stock may have been priced for perfection; earnings beat priced in but not achieved
- Insider/Institutional Selling: Despite positive news, smart money reducing positions (OBV supports this theory)
Catalyst Identification
Immediate (1-7 days):
- None identified; no earnings announced
Near-term (1-4 weeks):
- **Q3 2
Generated
News
All BULL news →
Although all eyes are on Robinhood, Webull can silently outperform it in 2027.
The House Select Committee on China earlier this month said online investing platform Webull is quietly "tied in structural ways" to China's government.
Webull is preparing to roll out perpetual futures contracts, a derivative contract new to regulated U.S. markets that never expires, on its online investment platform next month.
Showing 1–10 of 20
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BULL Options Activity & IV Rank
BULL IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 67.8%
7-DTE IV: 62.4%
Expected Move: $0.77
7-DTE Move: $0.40
Days to Exp: 28 (2026-11-27)
Options Flow
Call Volume: 883
Put Volume: 181
P/C Volume: 0.205
BULLISH
Call OI: 2,755
Put OI: 3,089
P/C OI: 1.121
Total OI: 5,844
ATM Options Pricing
ATM Call: $0.48
ATM Put: $0.29
Call %: 9.4%
Put %: 5.6%
Chain Summary
Chain Volume: 47,326
Chain OI: 1,033,314
Last Updated: 10/30/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 11th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
11%
vs own history
GEX tilt
-0.35
OI-weighted, today
Vanna tilt
-0.07
δ-sensitivity to IV
Charm tilt
-0.12
δ-decay vs time
? What is this?
· 30 ATM contracts, 74k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · ATM 69.7% / Wing —
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · ATM 66.9% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)14.3LowOct 30
IV Rank (30 DTE)58.7MediumOct 30
Straddle Price (30 DTE)$0.77Oct 30
Beta Analysis
Risk Metrics
Beta: 2.2950
Alpha: -80.42%
Correlation: 0.4694
R-Squared: 22.0%
Stock Volatility: 62.5%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
BULL Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
28 filers$188.68M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $47.70M | 25.28% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $45.55M | 24.14% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $26.33M | 13.95% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $11.86M | 6.28% | 2025-09-30 |
| 5 | Point72 Asset Management, L.P. | $7.71M | 4.08% | 2026-06-30 |
| 6 | Barclays PLC Custodian | $6.85M | 3.63% | 2026-06-30 |
| 7 | Walleye Trading LLC | $5.80M | 3.08% | 2026-06-30 |
| 8 | BNP Paribas Financial Markets Custodian | $5.54M | 2.94% | 2026-06-30 |
| 9 | Wells Fargo & Company Custodian | $4.89M | 2.59% | 2026-06-30 |
| 10 | Parallax Volatility Advisers, L.P. | $4.56M | 2.42% | 2026-06-30 |
| 11 | Caption Management, LLC | $4.24M | 2.25% | 2026-06-30 |
| 12 | D. E. Shaw & Co., Inc. Custodian | $3.18M | 1.69% | 2026-06-30 |
| 13 | Skaana Management L.P. | $2.36M | 1.25% | 2026-06-30 |
| 14 | Millennium Management LLC Custodian | $1.72M | 0.91% | 2026-06-30 |
| 15 | Jefferies Financial Group Inc. | $1.63M | 0.86% | 2026-06-30 |
| 16 | HAP TRADING, LLC | $1.24M | 0.66% | 2025-09-30 |
| 17 | Balyasny Asset Management L.P. | $1.18M | 0.63% | 2026-06-30 |
| 18 | Walleye Capital LLC | $1.18M | 0.62% | 2026-06-30 |
| 19 | SYMMETRY PEAK MANAGEMENT LLC | $1.14M | 0.60% | 2026-06-30 |
| 20 | CAPITAL FUND MANAGEMENT S.A. | $1.09M | 0.58% | 2026-06-30 |
| 21 | PEAK6 LLC | $1.01M | 0.54% | 2026-06-30 |
| 22 | Squarepoint Ops LLC | $704.81K | 0.37% | 2026-06-30 |
| 23 | TUDOR INVESTMENT CORP ET AL | $326.00K | 0.17% | 2026-06-30 |
| 24 | Jain Global LLC | $326.00K | 0.17% | 2026-06-30 |
| 25 | SIG BROKERAGE, LP | $326.00K | 0.17% | 2026-06-30 |
17 filers$65.27M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $19.45M | 29.79% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $13.27M | 20.33% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $9.02M | 13.82% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $5.14M | 7.87% | 2025-09-30 |
| 5 | Walleye Trading LLC | $4.67M | 7.16% | 2026-06-30 |
| 6 | Walleye Capital LLC | $2.71M | 4.16% | 2026-06-30 |
| 7 | BNP Paribas Financial Markets Custodian | $2.53M | 3.88% | 2026-06-30 |
| 8 | Bank of Montreal Custodian | $1.67M | 2.56% | 2026-06-30 |
| 9 | D. E. Shaw & Co., Inc. Custodian | $1.53M | 2.34% | 2026-06-30 |
| 10 | Barclays PLC Custodian | $1.53M | 2.34% | 2026-06-30 |
| 11 | Parallax Volatility Advisers, L.P. | $1.27M | 1.95% | 2026-06-30 |
| 12 | Squarepoint Ops LLC | $542.46K | 0.83% | 2026-06-30 |
| 13 | SIG BROKERAGE, LP | $516.38K | 0.79% | 2026-06-30 |
| 14 | Two Sigma Investments, LP Custodian | $406.85K | 0.62% | 2026-06-30 |
| 15 | Skaana Management L.P. | $391.20K | 0.60% | 2026-06-30 |
| 16 | Jain Global LLC | $326.00K | 0.50% | 2026-06-30 |
| 17 | Millennium Management LLC Custodian | $294.05K | 0.45% | 2026-06-30 |
BULL Insider Trading (Form 4)
Latest: 2026-10-22Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-22 | Anthony Michael Denier | President | Sell (S) | −53,846 | $6.09 | -$328.0K | EDGAR |
| 2026-10-05 | Anthony Michael Denier | President | Sell (S) | −53,846 | $7.33 | -$394.9K | EDGAR |
| 2026-10-02 | Anquan Wang | Chief Executive Officer | Conv (C) | +25,000,000 | — | EDGAR | |
| 2026-09-22 | Anthony Michael Denier | President | Sell (S) | −53,846 | $8.32 | -$447.7K | EDGAR |
| 2026-09-16 | Haichen Wang | Chief Financial Officer | Sell (S) | −55,000 | $8.98 | -$493.7K | EDGAR |
| 2026-09-08 | Anthony Michael Denier | President | Sell (S) | −53,846 | $9.58 | -$515.7K | EDGAR |
| 2026-08-26 | Anthony Michael Denier | President | Sell (S) | −53,848 | $8.83 | -$475.6K | EDGAR |
| 2026-08-24 | Benjamin Worthy James | General Counsel | Sell (S) | −50,273 | $9.02 | -$453.3K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
BULL Insider Holdings
4 insiders · @ $5.17
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Anquan Wang | Chief Executive Officer | 25,200,000 | $130.28M | $0 | 1 | 2026-10-02 |
| 2 | Anthony Michael Denier | President | 2,116,911 | $10.94M | -$2.16M | 5 | 2026-10-22 |
| 3 | Benjamin Worthy James | General Counsel | 1,150,991 | $5.95M | -$453.3K | 1 | 2026-08-24 |
| 4 | Haichen Wang | Chief Financial Officer | 772,046 | $3.99M | -$493.7K | 1 | 2026-09-16 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
BULL Board & Officers
As of SEC filings through Oct 22, 2026Directors 6
- Anquan Wang · since Mar 17, 2026
- Anthony Michael Denier · since Mar 17, 2026
- Benjamin Worthy James · since Mar 17, 2026
- Haichen Wang · since Mar 17, 2026
- Walter A. Bishop · since Mar 17, 2026
- William A Houlihan · since Mar 17, 2026
Officers 4
- Anquan Wang · Chief Executive Officer · since Mar 17, 2026
- Anthony Michael Denier · President · since Mar 17, 2026
- Haichen Wang · Chief Financial Officer · since Mar 17, 2026
- Benjamin Worthy James · General Counsel · since Mar 17, 2026
10% owners 1
- Anquan Wang · since Mar 17, 2026
Changes in the last 10 years (11)
| Mar 17, 2026 | William A Houlihan became a director |
| Mar 17, 2026 | Walter A. Bishop became a director |
| Mar 17, 2026 | Haichen Wang became a director |
| Mar 17, 2026 | Haichen Wang became Chief Financial Officer |
| Mar 17, 2026 | Benjamin Worthy James became a director |
| Mar 17, 2026 | Benjamin Worthy James became General Counsel |
| Mar 17, 2026 | Anthony Michael Denier became a director |
| Mar 17, 2026 | Anthony Michael Denier became President |
| Mar 17, 2026 | Anquan Wang became a director |
| Mar 17, 2026 | Anquan Wang became a 10% owner |
| Mar 17, 2026 | Anquan Wang became Chief Executive Officer |
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
BULL Proposed Insider Sales (Form 144)
Latest: 2026-10-05
? Form 144 Guide
Last 30d:
1 filing
· $793K notice value
· Last 90d:
5 filings
· $3.3M notice value
· 3 unique filers
· 60% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Anthony Denier (3, $2.3M) · Wang Haichen (1, $494K) · James Benjamin Worthy (1, $453K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-05 | Anthony Denier | Officer | 107,692 | $792.6K | 2026-10-05 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
| 2026-09-14 | Wang Haichen | Member of immediate family of any of the foregoing | 55,000 | $493.7K | 2026-09-14 | Webull Securities Limited | — | EDGAR |
| 2026-09-08 | Anthony Denier | Officer | 107,692 | $1.03M | 2026-09-08 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
| 2026-08-25 | Anthony Denier | Officer | 53,848 | $481.4K | 2026-08-25 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
| 2026-08-21 | James Benjamin Worthy | Officer | 50,273 | $453.3K | 2026-08-21 | Stifel Nicolaus & Company Inc | — | EDGAR |
| 2026-05-26 | Anthony Denier | Director | 75,000 | $469.5K | 2026-05-26 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-03-17 | Denier Anthony Michael | Officer, Director | 201,049 | $1.07M | 2026-03-17 | Webull Financial LLC | — | EDGAR |
| 2026-02-06 144/A | Lu Shen | Affiliate | 119,900 | $780.2K | 2026-02-06 | Webull Financial LLC | — | EDGAR |
| 2026-01-02 | Wang Haichen | Director | 5,785 | $49.9K | 2025-12-22 | Webull Financial LLC | — | EDGAR |
| 2025-12-03 | Lu Shen | Officer | 163,766 | $1.45M | 2025-11-24 | Webull Financial LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
46 ETFs hold BULL
25 shown · $149.55M total exposure · 0.06% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.06% | $44.2M | $75.5B | 2026-10-30 |
| 2 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.09% | $29.9M | $32.5B | 2026-10-29 |
| 3 | BLOK Amplify Blockchain Technology ETF | Amplify | 1.92% | $16.7M | $872.8M | 2026-10-30 |
| 4 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.11% | $15.2M | $14.0B | 2026-10-30 |
| 5 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.08% | $13.6M | — | 2026-09-30 |
| 6 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.12% | $8.0M | $6.9B | 2026-10-29 |
| 7 | SPEM State Street® SPDR® Portfolio Emerging Markets ETF | SPDR (State Street) | 0.02% | $2.7M | $16.4B | 2026-10-29 |
| 8 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.14% | $2.4M | — | 2026-09-30 |
| 9 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $2.2M | — | 2026-10-29 |
| 10 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.03% | $2.2M | — | 2026-10-29 |
| 11 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.05% | $1.8M | $3.2B | 2026-10-29 |
| 12 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $1.3M | — | 2026-10-29 |
| 13 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.2M | $14.1B | 2026-10-30 |
| 14 | AVUS Avantis U.S. Equity ETF | Avantis | 0.01% | $1.2M | $14.7B | 2026-10-29 |
| 15 | RSSL Global X Russell 2000 ETF | Global X | 0.06% | $845,217 | — | 2026-10-30 |
| 16 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.02% | $842,834 | $4.2B | 2026-10-30 |
| 17 | FSML Franklin Small Cap Enhanced ETF | Franklin | 0.54% | $814,409 | $150.7M | 2026-10-30 |
| 18 | DUSG Dimensional US Small Cap Growth ETF | Dimensional | 0.04% | $693,518 | — | 2026-10-29 |
| 19 | FINX Global X FinTech ETF | Global X | 0.41% | $605,712 | — | 2026-10-30 |
| 20 | SMLV State Street® SPDR® US Small Cap Low Volatility Index ETF | SPDR (State Street) | 0.23% | $597,001 | $260.1M | 2026-10-29 |
| 21 | ONEQ Fidelity Nasdaq Composite Index ETF | Fidelity | 0.01% | $580,442 | $10.8B | 2026-10-29 |
| 22 | KOMP State Street® SPDR® S&P Kensho New Economies Composite ETF | SPDR (State Street) | 0.02% | $577,429 | $2.6B | 2026-10-29 |
| 23 | FTQI First Trust Nasdaq BuyWrite Income ETF | First Trust | 0.06% | $568,359 | $1.0B | 2026-10-30 |
| 24 | IWV iShares Russell 3000 ETF | iShares (BlackRock) | 0.00% | $498,419 | $20.2B | 2026-10-30 |
| 25 | GXC State Street® SPDR® S&P® China ETF | SPDR (State Street) | 0.07% | $274,420 | $420.9M | 2026-10-29 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
37.23M
SI % of Float
12.32%
Days to Cover
2.08
Short Vol Ratio
30.5%
Free Float
302.24M
Float %
66.2%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-10-02