Mga Batayang Estadistika
| Pemilik Institusional | 107 total, 107 long only, 0 short only, 0 long/short - change of 5.94% MRQ |
| Alokasi Portofolio Rata-rata | 0.2072 % - change of 9.37% MRQ |
| Saham Institusional (Jangka Panjang) | 17,808,646 (ex 13D/G) - change of 1.23MM shares 7.43% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 161,922 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Royce Micro-Cap Trust, Inc. (US:RMT) memiliki 107 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 17,808,646 saham. Pemegang saham terbesar meliputi Morgan Stanley, Modern Wealth Management, LLC, UBS Group AG, Shaker Financial Services, LLC, Alexander Randolph Advisory Inc, Allspring Global Investments Holdings, LLC, LPL Financial LLC, Wells Fargo & Company/mn, Punch & Associates Investment Management, Inc., and Bank Of America Corp /de/ .
Struktur kepemilikan institusional Royce Micro-Cap Trust, Inc. (NYSE:RMT) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 10.29 / share. Previously, on September 9, 2024, the share price was 9.19 / share. This represents an increase of 11.97% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-05-07 | MORGAN STANLEY | 2,155,075 | 3,092,401 | 43.49 | 6.00 | 25.00 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Hartland & Co., LLC | 223,577 | -11.68 | 2,068 | -3.05 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 492,646 | 28.25 | 4,557 | 40.70 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 19,948 | -3.63 | 185 | 5.75 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 70,249 | -2.63 | 650 | 6.74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 101,097 | 13.53 | 935 | 24.67 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 131,934 | -17.10 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 855 | 8 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,933,906 | -5.18 | 27,139 | 4.04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 47,000 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 89,045 | 2.26 | 824 | 12.13 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 28,441 | 2.06 | 263 | 12.39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 68,198 | -24.56 | 631 | -17.32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 79 | 2.60 | 1 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Revolve Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 238,368 | 2,205 | ||||||
| 2025-08-14 | 13F | Hara Capital LLC | 42,010 | 0.24 | 389 | 9.92 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 74,162 | 686 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 29,712 | 0.00 | 275 | 9.60 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 153,901 | -0.06 | 1,424 | 9.63 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 11,834 | 109 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 11,919 | 0.00 | 110 | 10.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 516,858 | -4.46 | 4,781 | 4.82 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 22,817 | 0.00 | 211 | 9.90 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,095,569 | 1.94 | 10,134 | 11.85 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 19,269 | 15.37 | 178 | 27.14 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26,640 | 6.95 | 0 | |||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 7,831 | 2,737.32 | 69 | 3,300.00 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 4,272 | 2.05 | 40 | 11.43 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Eisler Capital Management Ltd. | 10,000 | 0.00 | 92 | 9.52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,777 | 100 | ||||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 963,906 | -1.87 | 8,916 | 7.68 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15,687 | 6.90 | 145 | 17.89 | ||||
| 2025-05-06 | 13F | Cetera Investment Advisers | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Walleye Capital LLC | 34,064 | -13.47 | 315 | -4.83 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 105,315 | 3.86 | 974 | 14.05 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 2,352 | 163.68 | 22 | 200.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 23,626 | -36.34 | 219 | -30.13 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 64,071 | -3.84 | 623 | 13.69 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 306,458 | 3.38 | 2,835 | 13.45 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 616,718 | 1.05 | 5,705 | 10.86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 326,073 | -2.55 | 3,016 | 6.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 533,966 | 0.54 | 4,939 | 10.32 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 363,426 | -1.52 | 3,362 | 7.69 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 284,626 | -1.31 | 2,240 | 7.85 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 45,880 | -49.97 | 424 | -45.15 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 13,260 | 2.04 | 123 | 11.93 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 61 | 0.00 | 1 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 435 | -75.06 | 4 | -71.43 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3,250 | 0.00 | 30 | 11.11 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 82,969 | 6.58 | 767 | 16.92 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF 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 | 24,705 | 14.48 | 216 | 8.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4,496 | 0.00 | 42 | 10.81 | ||||
| 2025-08-20 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 15,994 | -56.90 | 148 | -52.88 | ||||
| 2025-04-01 | 13F | First Financial Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 31,771 | -7.73 | 294 | 1.03 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 52,527 | -8.05 | 486 | 0.83 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 4,031 | 0.00 | 37 | 12.12 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 1,021,723 | 12.62 | 9,451 | 23.58 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 76,179 | 256.33 | 642 | 208.65 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 100 | 1 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 131,711 | 48.37 | 1,218 | 62.83 | ||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38,411 | -23.51 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 69,202 | 189.52 | 640 | 216.83 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 12,345 | -37.28 | 114 | -30.91 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 62,161 | 0.00 | 575 | 9.54 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,302 | 0.00 | 12 | 20.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13,896 | 129 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 701,040 | 17.19 | 6,485 | 28.60 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 11,051 | 2.06 | 102 | 12.09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 128,956 | 43.57 | 1,193 | 57.46 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10,279 | -24.33 | 0 | |||||
| 2025-08-14 | 13F | Cnh Partners Llc | 29,271 | -47.09 | 269 | -42.27 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 33,039 | 306 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 45,673 | -0.19 | 422 | 9.61 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30,677 | 0.68 | 284 | 10.55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 27,233 | 252 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,031,498 | 3.17 | 9,541 | 13.21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 747,666 | 11.41 | 6,916 | 22.24 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 40,922 | -1.31 | 379 | 8.31 | ||||
| 2025-04-24 | 13F | Hunter Perkins Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 221,849 | 2,052 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 832,898 | 11.66 | 7,704 | 22.54 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 10,554 | 0.74 | 98 | 10.23 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 88,697 | 79.92 | 820 | 97.59 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 74,719 | 0.00 | 691 | 9.86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 215,068 | 3.43 | 1,990 | 13.52 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 36,053 | -3.71 | 333 | 5.71 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 136,840 | 0.00 | 1,266 | 9.71 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 80,888 | 34.86 | 748 | 48.12 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 271,614 | 474.95 | 2,512 | 531.16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3,606 | 33 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 22,588 | 7.00 | 209 | 17.51 | ||||
| 2025-03-25 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 36,395 | 135.28 | 360 | 150.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 473,547 | 2.50 | 4,380 | 12.48 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 18,929 | 175 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,096 | 0.00 | 18 | -15.00 | ||||
| 2025-04-17 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Clear Street Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 23,002 | 0.00 | 213 | 9.84 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 26,911 | 404.33 | 249 | 359.26 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 19,305 | 22.53 | 179 | 34.85 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 112,823 | 0.00 | 1,044 | 9.67 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 3,944 | 240.00 | 36 | 300.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 63,296 | 8.34 | 585 | 18.90 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 11,593 | 107 | ||||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 194,938 | 333.12 | 1,803 | 330.31 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,096 | 19 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14,440 | 134 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,133 | 177 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 3,500 | 40.00 | 32 | 52.38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 16 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 19,182 | 66.99 | 177 | 84.38 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 125,915 | -53.29 | 1,165 | -48.77 |
