CLMB 机构投资人持股和股东 攀登全球解决方案公司 (NasdaqGM) 股票

攀登全球解决方案公司
US ˙ NasdaqGM ˙ US9467601053

基本统计
机构股东 287 total, 287 long only, 0 short only, 0 long/short - change of 3.24% MRQ
平均投资组合配置 0.1549 % - change of -31.68% MRQ
已发行股票 shares (source: Capital IQ)
法人股(长期) 3,445,926 - 76.05% (ex 13D/G) - change of 0.23MM shares 7.24% MRQ
制度价值(长期) $ 344,355 USD ($1000)
机构投资人持股和股东

Climb Global Solutions, Inc. (US:CLMB) 有 287 已向美国证券交易委员会(SEC)提交13D/G或13F表格的机构股东和股东。 这些机构共持有 3,445,926 股股票。 最大股东包括 BlackRock, Inc., Wasatch Advisors Inc, Vanguard Group Inc, De Lisle Partners LLP, Renaissance Technologies Llc, WMICX - Wasatch Micro Cap Fund Investor Class shares, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Punch & Associates Investment Management, Inc., Dimensional Fund Advisors Lp, and IWM - iShares Russell 2000 ETF .

Climb Global Solutions, Inc. (NasdaqGM:CLMB)机构投资人持股结构显示了机构和基金在公司中的当前头寸,以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有(或之前持有)公司5%以上的股份,并打算(或打算)积极寻求改变业务战略。附表13G表示消极投资超过5%。

The share price as of September 8, 2025 is 126.72 / share. Previously, on September 9, 2024, the share price was 87.89 / share. This represents an increase of 44.18% over that period.

CLMB / Climb Global Solutions, Inc. Institutional Ownership
基金情绪分数

基金情绪分数(fka 持股累积分数)找到基金买入最多的股票。它是复杂的多因素量化模型的结果,该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100,数字越大表示对等方的积累水平越高,50 是平均值。

更新频率:每日

请参阅“持股资源管理器”,它提供了排名最高的公司的列表。

机构看跌与看涨期权比率

除了报告标准的股票和债务发行外,管理资产超过1亿的机构还必须披露其看跌和看涨期权持仓。由于看跌期权通常表示消极情绪,而看涨期权表示积极情绪,因此我们可以通过绘制看跌期权与看涨期权的比率来了解整体机构情绪。右边的图表绘制了该工具的历史看跌与看涨期权比率。

使用看跌与看涨期权比率作为投资者情绪的指标克服了使用机构总投资人持股的关键缺陷之一,即管理的大量资产被消极投资以跟踪指数。消极管理基金通常不买入期权,因此看跌与看涨期权比率指标更密切地跟踪主动管理基金的情绪。

CLMB / Climb Global Solutions, Inc. Historical Put/Call Ratio
13D/G备案

由于SEC的处理方式不同,我们将13D/G备案与13F备案分开提交,13D/G备案可以由投资者群体(一个主导)提交,而13F备案不能。这导致投资者可以提交13D / G报告总股份的一个价值(代表投资者群体拥有的所有股份),但随后提交13F报告总股份的不同价值(严格代表他们自己的持股)。这意味着13D/G备案和13F备案的持股通常没有直接可比性,因此我们单独提供它们。

注意:自 2021 年 5 月 16 日起,我们不再显示在过去一年内未提交 13D/G 的持有人。以前,我们显示了13D / G申请的完整历史记录。一般来说,需要提交13D / G备案的实体必须在提交交割备案之前至少每年提交一次。但是,基金有时会在没有提交交割备案的情况下退出头寸(即,它们逐渐减少),因此显示完整的历史记录有时会导致对当前持股的混淆。为防止混淆,我们现在只显示“当前”持有人,即在过去一年内提交申请的持有人。

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文件日期 表格 投资者 前期
股票
最新
股票
Δ 股票
(Percent)
持股
(百分比)
Δ 持股
(百分比)
2025-08-14 13G 沃萨奇顾问公司 281,131 6.10
2025-01-31 13G 万家集团有限公司 232,712 5.05
13F和NPORT备案

关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。

更新 解锁高级数据并导出到Excel .

文件日期 来源 投资者 类型 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-07-16 13F 签名有限责任公司 150 11.11 16 14.29
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 1,406 0.00 150 -3.23
2025-06-26 NP FSSNX - 富达小型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,182 0.54 4,446 -16.38
2025-06-18 NP NWHDX - 全国贝拉德认知价值基金 A 类 2,200 232
2025-06-27 NP OSCV - Opus 小盘价值 ETF 22,999 2,424
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 233 0.00 25 -17.24
2025-08-11 13F 先锋集团公司 241,330 0.37 25,801 -3.12
2025-06-27 NP PCSGX - PACE 中小型共同成长股权投资 P 类 870 0.00 92 -17.27
2025-08-14 13F 瓦萨奇顾问公司 281,131 29.46 30,056 24.96
2025-06-23 NP UAPIX - 超小盘深度投资者类别 43 -29.51 5 -42.86
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 17 6.25 2 -50.00
2025-08-13 13F 大都会人寿投资管理有限公司 2,391 0.00 256 -3.41
2025-08-12 13F Virtu 金融有限责任公司 0 -100.00 0
2025-08-13 13F 纽约州共同退休基金 1,835 0.00 0
2025-08-27 NP INSAX - Catalyst 内部购买基金 A 类 3,150 0.00 337 -3.45
2025-07-29 NP FDLS - Inspire Fidelis 多因子 ETF 0 -100.00 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 126 -24.10 13 -27.78
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 327 103.11 34 70.00
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 315 0.00 34 -2.94
2025-06-26 NP USMIX - 扩展市场指数基金 444 -5.93 47 -22.03
2025-08-14 13F Numerai GP 有限责任公司 0 -100.00 0
2025-04-28 13F 阿奎塔斯投资有限责任公司 0 -100.00 0
2025-08-13 13F 跳跃金融有限责任公司 8,880 206.95 949 196.56
2025-08-14 13F 托罗索投资有限责任公司 2,415 4.68 258 1.18
2025-06-26 NP FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 800 16.79 84 -2.33
2025-08-14 13F 拉扎德资产管理公司 15,690 24.22 2 0.00
2025-04-17 13F 索维尔金融服务有限责任公司 0 -100.00 0
2025-07-22 13F 先驱投资管理有限公司 45,000 12.50 4,815 9.23
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 4,004 -5.52 428 -8.74
2025-08-11 13F 阿尔卑斯顾问公司 3,249 1.21 347 -2.25
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 100 0.00 11 -9.09
2025-07-28 NP UWM - ProShares Ultra Russell2000 419 -18.80 46 -26.98
2025-08-07 13F 纳维利尔联合公司 6,645 -1.39 710 3.50
2025-08-11 13F 环球保险及服务有限公司 0 -100.00 0
2025-08-14 13F/A 巴克莱银行 9,082 33.54 1
2025-08-14 13F 弗默尔有限公司 503 160.62 54 152.38
2025-08-26 13F/A 路德教会的 Thrivent 金融 74,389 56.38 8 40.00
2025-08-11 13F 罗伊斯联合有限责任公司 56,930 12.48 6,086 8.58
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 5,413 0.00 571 -16.79
2025-08-11 13F 科维斯特有限公司 12 9.09 0
2025-08-11 13F Aptus 资本顾问有限公司 24,294 9.51 2,597 5.70
2025-08-11 13F 独立顾问联盟 11,080 -4.46 1,185 -7.79
2025-05-27 NP 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 548 -0.54 61 -13.04
2025-05-27 NP FAEQX - PFM 多经理国内股票基金机构类 250 0.00 28 -12.90
2025-08-04 13F 旗舰港顾问有限公司 2,293 -1.33 245 -4.67
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 555 317.29 59 321.43
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 168 0.00 19 -10.00
2025-07-30 NP BFOR - 巴伦 400 ETF 3,249 358
2025-08-13 13F 景顺有限公司 2,563 -96.56 274 -96.68
2025-06-24 NP SWSSX - 嘉信小盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,498 2.58 1,106 -14.66
2025-04-29 NP BOGIX - 博格尔投资管理小型股成长基金 1,601 -42.08 196 -47.31
2025-08-08 13F 创意策划 2,074 3.75 222 0.00
2025-08-28 NP STMSX - Simt 税务管理中小盘基金 F 级 3,000 321
2025-08-08 13F 史密斯菲尔德信托公司 178 0.00 0
2025-05-09 13F 地理财富管理有限责任公司 0 -100.00 0
2025-08-12 13F 嘉信理财投资管理公司 11,353 -4.14 1,214 -7.48
2025-08-12 13F 恒线顾问公司 6,007 21.11 642 16.94
2025-08-13 13F 象限资本集团有限公司 0 -100.00 0
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 315 6.42 34 3.13
2025-08-12 13F 维度基金顾问有限公司 116,538 3.76 12,457 0.14
2025-08-14 13F 加拿大皇家银行 430 301.87 46 283.33
2025-08-27 13F/A Squarepoint Ops LLC 9,344 999
2025-08-14 13F 雅各布斯利维股权管理公司 0 -100.00 0
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,916 -7.09 3,733 -10.33
2025-06-26 NP DXUV-美国维度矢量股票 ETF 4 0.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 306 -28.84 34 -36.54
2025-08-14 13F 联信银行 5,568 -0.13 595 -3.57
2025-07-28 NP VCSLX - 小盘股指数基金 1,979 23.30 218 11.22
2025-08-13 13F 胜利资本管理公司 13,996 -3.58 1,496 -6.91
2025-08-20 NP WAMVX - Wasatch Micro Cap Value Fund 投资者类别股票 This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59,755 34.28 6,388 29.63
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 71 -2.74 8 -12.50
2025-07-28 13F 纽约州教师退休制度 384 0.00 0
2025-08-12 13F 动态技术实验室私人有限公司 0 -100.00 0
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 89 20.27 10 12.50
2025-07-28 NP DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68,368 -6.59 7,532 -16.05
2025-07-24 NP FNCMX - 富达纳斯达克综合指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,243 0.00 357 -10.08
2025-08-28 NP VYSVX - Vericimetry 美国小型股价值基金 230 -30.30 25 -33.33
2025-07-24 NP FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,602 11.08 617 -0.16
2025-08-15 NP RCMCX - Royce Capital Fund - 微型资本投资组合投资类别 7,506 0.00 802 -3.49
2025-08-28 NP SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,400 -6.67 150 -10.24
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 767 -0.90 82 -4.71
2025-08-12 13F 美国世纪公司 9,028 31.43 965 26.97
2025-08-08 13F Pnc 金融服务集团公司 56 3.70 6 0.00
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 880 0.00 94 -3.09
2025-08-13 13F 镇流器资产管理有限合伙人 80,618 0.00 8,619 -3.48
2025-08-13 13F 北方信托公司 44,139 -6.38 4,719 -9.63
2025-07-29 NP VFMF - Vanguard 美国多因素 ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,380 152
2025-08-28 NP IWC - iShares 微型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,700 -7.35 930 -10.58
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,594 0.00 484 -16.84
2025-08-12 13F SRS 资本顾问公司 0 -100.00 0
2025-08-26 NP MGMT - 镇流器小/中型 ETF 65,722 0.00 7,026 -3.48
2025-08-28 NP OBMCX - Oberweis 微型资本基金投资者类别 32,500 35.42 3,475 30.70
2025-07-28 NP OMFS - Invesco Russell 2000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 525 -3.49 58 -13.64
2025-07-28 NP AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 616 -58.12 68 -51.80
2025-06-03 13F CWM 顾问有限责任公司 0 -100.00 0
2025-07-07 13F Versant 资本管理公司 0 -100.00 0
2025-08-11 13F 罗斯柴尔德投资有限公司 0 -100.00 0
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 12,993 6.70 1,389 3.04
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 129,613 0.00 13,857 -3.48
2025-08-14 13F 美国银行 /de/ 4,717 22.90 504 18.59
2025-08-28 NP TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 45 0.00 5 0.00
2025-07-29 NP VRTGX - Vanguard Russell 2000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,677 -4.62 405 -14.19
2025-08-26 NP NSIDX - 北方小盘股指数基金 1,791 -9.82 191 -12.79
2025-08-12 13F 希尔斯代尔投资管理公司 1,500 0.00 160 -3.61
2025-08-07 13F Parkside 金融银行与信托 0 -100.00 0
2025-08-27 NP VBINX - 先锋平衡指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,562 0.00 274 -3.53
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 338 -13.99 36 -28.57
2025-07-21 13F 山顶国家银行 325 0.00 35 -17.07
2025-08-12 13F 塞拉峰会顾问有限公司 0 -100.00 0
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 377 0.00 40 -17.02
2025-08-12 13F 摩根大通公司 32,914 221.49 3,519 210.50
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 372 -1.85 40 -4.88
2025-03-26 NP DFFVX - 美国目标价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,838 -37.49 1,373 -22.65
2025-08-14 13F Punch & Associates 投资管理公司 128,340 -1.47 13,721 -4.89
2025-04-29 NP SVYAX - SIIT 美国管理波动性基金 - A 类 2,410 3.04 295 -6.05
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 7,939 -35.13 849 -37.42
2025-07-09 13F 港湾资本顾问公司 9 125.00 0
2025-08-04 13F 梅多布鲁克投资顾问有限责任公司 1,480 -3.27 158 -6.51
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 623 0.00 67 -4.35
2025-08-06 13F 真实财富设计有限责任公司 1 0
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 1,170 0.00 125 -3.10
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 573 19.62 63 8.62
2025-08-11 13F 综合量化投资有限责任公司 2,490 266
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 9 125.00 1
2025-08-14 13F 奥伯维斯资产管理公司/ 32,500 35.42 3,475 30.70
2025-08-21 NP LUSIX - Lazard 美国系统性小型股股票投资组合机构股 1,512 -1.82 162 -5.29
2025-08-22 NP 可变保险产品基金 II - 总市场指数投资组合初始类别 81 9
2025-07-23 13F 文丘里财富管理有限责任公司 3,162 1.77 338 -1.74
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 650 225.00 69 172.00
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 130 -41.96 14 -45.83
2025-05-05 13F 4wealth 顾问公司 0 -100.00 0
2025-08-13 13F 德莱尔合伙人律师事务所 228,088 1.56 24,418 -1.63
2025-06-26 NP DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,864 0.00 513 -16.88
2025-08-14 13F 湾街资本有限责任公司 15,624 90.33 1,670 83.72
2025-08-14 13F 未来资产全球ETFS控股有限公司 2,124 -15.78 227 -18.64
2025-07-25 13F CWM有限公司 24 -20.00 0
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 760 -5.82 81 -8.99
2025-07-29 NP VRTIX - Vanguard Russell 2000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,230 10.03 2,339 -1.10
2025-08-29 NP DGRS - WisdomTree 美国小型股优质股息增长基金 不适用 2,021 -3.21 216 -6.49
2025-08-15 13F 摩根士丹利 45,375 150.50 4,851 141.82
2025-08-13 13F 佛罗里达州退休系统国家管理局 3,866 413
2025-08-14 13F 联伯恩斯坦有限责任公司 4,270 43.77 457 39.02
2025-08-26 NP Profunds - Profund 超小型股副总裁 14 -6.67 1 0.00
2025-08-14 13F 极地资产管理合伙公司 75,915 984.50 8,116 947.23
2025-07-29 NP VFMFX - Vanguard 美国多因素基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 687 76
2025-08-14 13F 麦克拉斯和埃克有限责任公司 61 0.00 7 0.00
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 127 0.00 14 -13.33
2025-08-13 13F 琼斯金融公司有限责任公司 17 2
2025-05-02 13F 贝拉德公司 0 -100.00 0 -100.00
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 20,025 0.07 2 0.00
2025-06-24 NP SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,603 0.00 169 -17.24
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 700 0.00 77 -9.41
2025-08-13 13F 箭街资本有限合伙企业 0 -100.00 0
2025-06-25 NP TDVI - FT Vest Technology Dividend Target Income ETF 40 4
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 440 0.00 47 -2.08
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 875 5.68 94 2.20
2025-08-11 13F 花旗集团 2,698 -45.77 288 -47.73
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 102,438 -10.73 10,952 -13.83
2025-08-26 NP EHLS - 均势多空 ETF 2,415 4.68 258 1.18
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 1,523 5.91 163 1.89
2025-08-11 13F Semanteon 资本管理公司 4,263 456
2025-08-12 13F 磁星金融有限责任公司 4,164 15.60 445 11.81
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 820 6.22 88 2.35
2025-05-15 13F 卡普罗克集团有限公司 4,538 -62.40 503 -67.17
2025-07-25 13F 奥泉环球投资控股有限公司 0 -100.00 0
2025-08-05 13F 纽约梅隆银行 29,081 18.44 3,109 14.34
2025-07-31 13F 尼萨投资顾问有限公司 13 18.18 1 0.00
2025-08-14 13F 富国银行/百万 2,006 -3.74 214 -6.96
2025-08-20 NP WMICX - Wasatch 微型资本基金投资者类别股票 This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 141,867 27.60 15,167 23.17
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别 3,200 3.23 342 -0.29
2025-08-04 13F 品尼高联合有限公司 14,996 17.42 1,603 13.37
2025-08-12 13F 美洲投资伙伴公司 440 0.00 47 -2.08
2025-08-18 NP 太平洋精选基金 - 小盘价值投资组合 I 类 101 0.00 11 -9.09
2025-08-07 13F CSM 顾问有限责任公司 34,195 4
2025-08-12 13F 富兰克林资源公司 2,867 0.35 307 -3.16
2025-07-29 NP VRTTX - Vanguard Russell 3000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 359 0.00 40 -11.36
2025-06-26 NP FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,759 185
2025-08-25 NP QWVOX - Clearwater 小公司基金 12,147 35.04 1,299 30.32
2025-08-26 NP FDM - First Trust 道琼斯精选微型股指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,560 5.13 1,343 1.44
2025-08-27 NP VANGUARD 可变保险基金 - 小型公司成长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,300 0.00 994 -3.50
2025-08-08 13F Geode资本管理有限公司 93,259 0.28 9,972 -3.20
2025-08-19 13F 怀俄明州 523 -41.43 56 -43.88
2025-08-12 13F 指娱天地管理有限公司 3,807 31.55 407 27.19
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 5 -16.67 1
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 118 53.25 13 50.00
2025-08-04 13F 俄亥俄州 5,500 17.02 588 13.08
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 256 0.00 27 -18.75
2025-08-29 NP QSML - WisdomTree 美国小型股优质增长基金 55 6
2025-06-26 NP DFUS - 维度美国股票 ETF 903 86.96 95 55.74
2025-08-08 13F 英泰投资管理有限公司 0 -100.00 0
2025-09-04 13F/A 顾问集团控股公司 472 -2.88 51 -5.66
2025-07-24 NP FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,036 0.96 2,318 -9.28
2025-08-13 13F RSM美国财富管理有限公司 58,877 -13.28 6,295 -16.30
2025-08-22 NP FECGX - 富达小盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,623 0.31 280 -3.11
2025-08-08 13F 美国信安金融集团 1,935 207
2025-05-22 NP SQLV - Legg Mason 小型股优质价值 ETF 334 0.00 37 -14.29
2025-08-04 13F 尖峰财富管理 44 -6.38 5 -20.00
2025-08-14 13F 安科拉顾问有限责任公司 7,508 -23.37 803 -26.08
2025-08-14 13F 高盛集团公司 11,944 50.56 1,277 45.33
2025-07-28 NP AVSC - Avantis 美国小盘股 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,417 44.13 817 29.68
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 1,077 0.00 115 -3.36
2025-08-26 NP TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 377 4.14 40 0.00
2025-08-13 13F 环球价值投资公司 18,774 -85.34 2,007 -85.85
2025-07-29 NP Zacks Trust - Zacks 小型股核心基金投资者类别股份 929 0.00 102 -9.73
2025-05-06 13F Proficio 资本合作伙伴有限责任公司 0 -100.00 0 -100.00
2025-07-14 13F 伽玛投资有限责任公司 24 -7.69 3 0.00
2025-08-13 13F 正交资本有限公司 6,128 31.98 656 28.18
2025-06-27 NP RSSL - Global X Russell 2000 ETF 2,539 6.10 268 -11.88
2025-08-14 13F 工程师 门经理 LP 3,193 341
2025-08-13 13F 联合爱马仕有限公司 83 0.00 9 -11.11
2025-08-12 13F LPL 金融有限责任公司 9,143 0.26 977 -3.27
2025-08-14 13F 跨大西洋银行 0 -100.00 0
2025-08-27 NP VEXMX - 先锋扩展市场指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,179 1.35 6,541 -2.18
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 7,253 0.00 775 -3.49
2025-07-29 NP VFMO - Vanguard US Momentum Factor ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,580 57.93 505 41.97
2025-08-12 13F Legal & General 集团有限公司 434 -2.25 46 -6.12
2025-08-27 NP VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,266 26.45 242 22.22
2025-07-24 13F IFP 顾问公司 544 183.33 65 209.52
2025-08-14 13F 威斯康星州投资委员会 2,460 -32.58 263 -35.15
2025-08-26 NP FLQS - 富兰克林 LibertyQ 美国小盘股 ETF 230 4.55 25 0.00
2025-04-28 13F 达戴维森公司 0 -100.00 0
2025-08-06 NP 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 332 0.00 35 -2.78
2025-08-12 13F CIBC 私人财富集团有限责任公司 100 0.00 11 11.11
2025-08-14 13F 千禧管理有限公司 23,849 2,550
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 2,817 0.64 310 -9.62
2025-06-26 NP DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,007 0.00 2,636 -16.85
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 4,539 -6.10 485 -9.35
2025-07-24 13F 美国合众银行\de\ 0 -100.00 0
2025-08-26 NP AFMCX - Acuitas 美国微型资本基金机构股票 5,734 -0.28 613 -3.62
2025-08-07 13F 阿卡迪亚资产管理有限公司 2,306 0.00 0
2025-07-29 NP SLPAX - Siit 小盘基金 - A 类 390 0.00 43 -10.64
2025-06-26 NP DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,354 0.00 986 -16.88
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 1,914 0
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 864 38.46 91 15.19
2025-08-08 13F SG美洲证券有限责任公司 0 -100.00 0
2025-08-12 13F EAM 投资者有限责任公司 0 -100.00 0
2025-08-22 NP 可变保险产品基金 II - 扩展市场指数投资组合初始类别 192 21
2025-08-12 13F 雅可比资本管理有限责任公司 1,999 -0.35 214 -4.05
2025-08-14 13F Polymer资本管理(美国)有限责任公司 3,678 393
2025-07-24 NP FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,265 4.65 800 -5.99
2025-06-26 NP DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 387 158.00 41 110.53
2025-08-07 13F 奥尔沃斯金融有限公司 5 1
2025-08-14 13F HRT金融有限责任公司 4,516 0
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 123 0.00 13 -20.00
2025-08-12 13F Nuveen有限责任公司 6,075 -19.22 649 -22.00
2025-08-14 13F 科维茨投资集团合作伙伴有限责任公司 0 -100.00 0 -100.00
2025-08-13 13F 第一信托顾问有限公司 13,899 5.77 1,486 2.06
2025-06-23 NP PPNMX - 小型股成长基金 I R-3 421 -2.77 44 -18.52
2025-08-27 NP TSME - Thrivent 中小盘 ESG ETF 74,389 56.38 7,953 50.95
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 8,865 43.75 934 19.59
2025-08-14 13F 加州教师退休制度 305 0.00 33 -3.03
2025-08-12 13F 普利股权公司 0 0
2025-08-15 NP PSC - 主要美国小盘多因素指数 ETF 1,656 177
2025-07-29 13F 阿尔伯特·D·梅森公司 12,072 -8.59 1,291 -11.76
2025-08-15 NP 罗伊斯微型资本信托公司 /md/ 32,324 25.90 3,456 21.53
2025-08-08 13F 新泽西州警察和消防员退休系统 982 0.00 105 -3.70
2025-05-14 13F 改变路径有限责任公司 0 -100.00 0
2025-04-30 13F 基石投资伙伴有限责任公司 0 -100.00 0
2025-05-22 NP ASMOX - AQR 小盘动量型基金 I 类 493 14.65 55 0.00
2025-08-15 NP RYOTX - Royce 微型资本基金投资类别 17,086 0.00 1,827 -3.49
2025-07-17 13F 莱克伍德资产管理有限公司 6,562 -0.15 702 -3.58
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 1,320 -13.16 141 -16.07
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 535 0.00 57 -3.39
2025-06-26 NP 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 553 0.00 58 -17.14
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 2,350 123.81 251 116.38
2025-08-14 13F 阿尔格特全球有限公司 2,459 0
2025-08-25 NP TDIV - First Trust 纳斯达克科技股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,339 12.14 143 8.33
2025-08-08 13F/A 斯特林资本管理有限公司 10 150.00 1
2025-08-29 NP EES - WisdomTree 美国小型股基金 不适用 1,218 -2.40 130 -5.80
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 1 0.00 0
2025-08-14 13F 魁北克加丁储蓄银行联合会 150 0.00 16 0.00
2025-08-14 13F 法国巴黎银行套利公司 13,140 237.27 1,405 225.75
2025-07-31 13F 奎斯特合作伙伴有限责任公司 305 -56.43 33 -58.44
2025-08-14 13F 简街集团有限责任公司 9,376 143.66 1,002 135.21
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 200 21
2025-08-14 13F 瑞银集团 12,354 16.97 1,321 12.92
2025-08-13 13F 宽博科技有限公司 10,918 241.61 1,167 230.59
2025-08-14 13F Citadel 顾问有限公司 6,278 -54.32 671 -55.91
2025-08-14 13F 雷蒙德詹姆斯金融公司 12,694 13.42 1,357 9.52
2025-08-27 NP Mason Capital Fund Trust - 基本面第一ETF 317 0.00 34 -5.71
2025-04-07 13F 峰会全球投资 0 -100.00 0
2025-05-15 13F 布里奇威资本管理公司 0 -100.00 0
2025-07-31 13F 催化剂资本顾问有限责任公司 3,150 0.00 337 -3.45
2025-08-14 13F 道富银行 83,730 2.25 8,952 -1.30
2025-08-11 13F Martingale 资产管理公司 6,601 0.00 706 -3.56
2025-06-23 NP SLPIX - 小盘股深度投资者类别 4 -20.00 0
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 2,062 0.00 228 -12.64
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 20 -4.76 2 0.00
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 598 -2.92 64 -7.35
2025-05-08 13F 嘉实基金管理有限公司 0 -100.00 0
2025-08-07 13F 英杰华公司 4,423 473
2025-08-08 13F 阿瓦隆信托公司 800 0.00 86 -3.41
2025-08-14 13F 阿默普莱斯金融公司 12,683 0.91 1,356 -2.66
2025-06-26 NP DFSCX - 美国微型资本投资组合 - 机构级 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,033 -7.52 2,849 -23.08
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 904 0.00 97 -4.00
2025-08-12 13F 泰顿资本管理有限公司 59,070 -0.56 6 0.00
2025-08-14 13F Qube研究与技术有限公司 12,490 1,335
2025-06-26 NP DFAS - 维度美国小型股 ETF 11,028 0.15 1,162 -16.70
2025-05-30 NP SVOAX - Simt US 管理波动性基金 F 级 1,252 -19.85 139 -29.95
2025-08-12 13F 德意志银行\ 2,819 -17.43 301 -20.37
2025-05-27 NP GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 332 21.61 37 5.88
2025-08-20 NP QSMLX - AQR 小盘多风格基金 I 类 282 9.73 30 7.14
2025-05-05 13F 铸造合作伙伴有限责任公司 35,390 -0.62 3,920 -13.16
2025-08-13 13F 文艺复兴科技有限公司 184,396 0.22 19,714 -3.27
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 9 -10.00 1 -100.00
2025-08-26 NP Profunds - Profunds 小型股副总裁 9 0.00 1
2025-05-05 13F 林布鲁克资本有限公司 2 0
2025-08-04 13F 联合银行 141 0.00 0
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 24 0.00 3 0.00
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 2,637 0.00 282 -3.77
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 773 0.00 83 -3.53
2025-07-28 NP HDG - ProShares 对冲复制 ETF 6 20.00 1
2025-08-13 13F EverSource 财富顾问有限责任公司 37 4
2025-06-26 NP FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,169 123
2025-08-13 13F Centiva 资本有限合伙人 3,367 360
2025-08-13 13F 罗素投资集团有限公司 3,872 -24.45 414 -26.98
2025-08-14 13F 两西格码投资有限合伙人 20,165 2,156
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 668 -0.30 71 -4.05
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 478 2.58 50 -15.25
2025-08-12 13F 贝莱德公司 297,407 -5.41 31,796 -8.70
2025-08-08 13F SBI 证券股份有限公司 28 0.00 3 -33.33
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