ALTG Alta Equipment Group Inc. Class A Common Stock

NYSE · Trading Companies & Distributors · 在 SEC EDGAR 上查看 ↗
$6.81
价格 · 八月 19, 2026
截至...的财报数据 八月 6, 2026

ALTG 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$6.81
市值
$219M
P/E (TTM)
-2.7
每股收益 (TTM)
$-2.55
营收 (TTM)
$1.84B
股息收益率
1.4%
ROE
-457.6%
负债/权益
-56.3
52周区间
$4 – $9

ALTG 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $1.84B
4-point trend, +16.8%
2022-12-31 2025-12-31
EPS $-2.55
4-point trend, -1375.0%
2022-12-31 2025-12-31
自由现金流 $24M
4-point trend, +80.3%
2022-12-31 2025-12-31
利润率 -4.4%
4-point trend, -3.2%
2022-12-31 2025-12-31

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标
5年趋势
ALTG
同行中位数
P/E (TTM)
4-point trend, -102.7%
-2.7
27.1
P/S (TTM) (市销率 (TTM))
4-point trend, -70.2%
0.1
1.6
P/B (市净率)
4-point trend, -653.3%
-24.9
2.8
EV / EBITDA (企业价值 / EBITDA)
4-point trend, -17.4%
4.4
Price / FCF (股价/自由现金流)
4-point trend, -80.7%
9.2

盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
ALTG
同行中位数
Gross Margin (毛利率)
4-point trend, -3.2%
25.9%
32.5%
Operating Margin (营业利润率)
4-point trend, -51.5%
1.3%
Net Profit Margin (净利润率)
4-point trend, -840.7%
-4.4%
2.5%
ROA
4-point trend, -795.1%
-5.7%
1.8%
ROE
4-point trend, -7001.2%
-457.6%
2.7%
ROIC
4-point trend, -17.2%
6.5%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
ALTG
同行中位数
Debt / Equity (负债/股东权益比率)
4-point trend, -2595.8%
-56.3
8.5
Current Ratio (流动比率)
4-point trend, +1.9%
1.4
1.6
Quick Ratio (速动比率)
4-point trend, -17.0%
0.4

成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
ALTG
同行中位数
Revenue YoY (营收同比增长)
4-point trend, +16.8%
-2.2%
Revenue CAGR 3Y (营收3年复合年增长率)
4-point trend, +16.8%
5.3%
Revenue CAGR 5Y (营收5年复合年增长率)
4-point trend, +16.8%
16.0%
EPS YoY
4-point trend, -1375.0%
-10.0%
Net Income YoY (净利润同比增长)
4-point trend, -963.4%
-4.3%

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
ALTG
同行中位数
EPS (Diluted) (EPS (稀释))
4-point trend, -1375.0%
$-2.55

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
ALTG
同行中位数
Payout Ratio (派息率)
4-point trend, -111.6%
-3.7%

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
1.4%
派息率
-3.7%
5年股息复合年增长率 (CAGR)
除息日金额
2025年5月15日$0.0570
2025年2月14日$0.0570
2024年11月15日$0.0570
2024年8月15日$0.0570
2024年5月14日$0.0570
2024年2月14日$0.0570
2023年11月14日$0.0570
2023年8月14日$0.0570
2023年5月12日$0.0570
2023年2月14日$0.0570
2022年11月14日$0.0570
2022年8月12日$0.0570

ALTG 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 10 位分析师
  • 强烈买入 2 20.0%
  • 买入 6 60.0%
  • 持有 2 20.0%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

5 位分析师 · 2026-08-17
中位数目标 $10.00 +46.8%
平均目标 $10.82 +58.9%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
-0.21%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $-0.25 $-0.26 0.01%
2026年3月31日 $-0.62 $-0.57 -0.05%
2025年12月31日 $-0.39 $-0.30 -0.09%
2025年9月30日 $-1.31 $-0.28 -1.0%
2025年6月30日 $-0.34 $-0.26 -0.08%
2025年3月31日 $-0.65 $-0.64 -0.01%

同行比较(GICS 子行业) 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
ALTG $148M -1.8 -2.2% -4.4% -457.6% 25.9%
KRT $451M 14.5 10.7% 6.7% 20.6% 36.8%
TRNS $666M 125.1 19.2% 1.6% 1.8% 32.6%
BXC $478M 3037.5 0.05% 0.01% 0.04% 15.3%
TITN $380M -6.8 -10.2% -2.2% -9.1% 15.8%
HDSN $285M 18.5 4.0% 6.8% 6.7% 25.2%
MWYN $12M -2.8 427.5% -92.4% -144.9% 15.3%
FGI

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 16
ALTG 的年度损益表数据
指标 趋势 2025202420232022202120202019
Revenue 7-point trend, +229.4% $1.84B $1.88B $1.88B $1.57B $1.21B $874M $557M
Cost of Revenue 7-point trend, +235.9% $1.36B $1.38B $1.37B $1.15B $898M $659M $405M
Gross Profit 7-point trend, +212.0% $475M $494M $507M $420M $314M $214M $152M
SG&A Expense 7-point trend, +207.2% $423M $446M $430M $362M $286M $216M $138M
Operating Expenses 7-point trend, +221.5% $451M $475M $453M $379M $296M $223M $140M
Operating Income 7-point trend, +98.3% $23M $19M $54M $41M $18M $-8M $12M
Interest Expense 7-point trend, +331.2% $88M $81M $57M $32M $24M $24M $20M
Other Non-op 7-point trend, -74.1% $-82M $-85M $-52M $4M $-35M $-22M $-47M
Pretax Income 7-point trend, -66.1% $-59M $-66M $2M $11M $-17M $-31M $-35M
Income Tax 7-point trend, +21500000.00 $22M $-4M $-6M $1M $4M $-7M $0
Net Income 7-point trend, -126.8% $-80M $-62M $9M $9M $-21M $-24M $-35M
EPS (Basic) 6-point trend, -183.3% $-2.55 $-1.96 $0.18 $0.20 $-0.74 $-0.90 ·
EPS (Diluted) 6-point trend, -183.3% $-2.55 $-1.96 $0.18 $0.20 $-0.74 $-0.90 ·
Shares (Basic) 6-point trend, +22.9% 32,711,790 33,179,598 32,447,754 32,099,247 31,706,329 26,612,982 ·
Shares (Diluted) 6-point trend, +22.9% 32,711,790 33,179,598 32,877,507 32,301,663 31,706,329 26,612,982 ·
EBITDA 7-point trend, +8204.2% $157M $163M $187M $153M $114M $67M $-2M
资产负债表 28
ALTG 的年度资产负债表数据
指标 趋势 2025202420232022202120202019
Cash & Equivalents 7-point trend, +2741.9% $19M $13M $31M $3M $2M $1M $654.5K
Receivables 7-point trend, +84.5% $187M $200M $249M $233M $183M $138M $101M
Inventory 7-point trend, +245.0% $473M $536M $531M $400M $239M $229M $137M
Prepaid Expense 7-point trend, +454.4% $32M $26M $27M $28M $24M $14M $6M
Current Assets 7-point trend, +190.9% $710M $774M $838M $663M $449M $382M $244M
PP&E (Net) 7-point trend, -62.7% $73M $82M $73M $378M $344M $312M $196M
PP&E (Gross) 7-point trend, -54.3% $141M $136M $112M $596M $518M $452M $309M
Accum. Depreciation 5-point trend, +121.1% · · $248M $218M $173M $140M $112M
Goodwill 7-point trend, +804.7% $78M $78M $77M $69M $42M $24M $9M
Intangibles 7-point trend, +1500.0% $48M $55M $66M $61M $43M $26M $3M
Other Non-current Assets 7-point trend, +150.0% $5M $20M $14M $6M $2M $2M $2M
Total Assets 7-point trend, +194.2% $1.34B $1.48B $1.57B $1.29B $983M $746M $454M
Accounts Payable 7-point trend, +149.8% $78M $92M $97M $91M $74M $59M $31M
Accrued Liabilities 7-point trend, +183.1% $45M $51M $60M $55M $39M $30M $16M
Current Liabilities 7-point trend, +44.1% $495M $577M $635M $471M $322M $434M $343M
Capital Leases 7-point trend, +7050.0% $100M $104M $100M $102M $88M $600.0K $1M
Deferred Tax 5-point trend, +111.6% $15M $11M $8M $6M $7M · ·
Other Non-current Liabilities 7-point trend, +106.5% $6M $12M $15M $18M $4M $7M $3M
Total Liabilities 7-point trend, +181.8% $1.35B $1.40B $1.42B $1.15B $848M $589M $477M
Long-term Debt 7-point trend, +429.4% $496M $490M $320M $315M $313M $143M $94M
Total Debt 6-point trend, +247.0% $496M $490M $320M $315M $313M $143M ·
Paid-in Capital 7-point trend, +4868.3% $248M $244M $234M $223M $217M $216M $5M
Retained Earnings 7-point trend, -919.0% $-236M $-149M $-76M $-74M $-77M $-53M $-23M
Treasury Stock 6-point trend, +225.4% $19M $12M $6M $6M $6M $6M ·
AOCI 4-point trend, +44.8% $-2M $-5M $-2M $-3M · · ·
Stockholders' Equity 7-point trend, +62.1% $-9M $78M $150M $140M $135M $157M $-23M
Liabilities + Equity 7-point trend, +194.2% $1.34B $1.48B $1.57B $1.29B $983M $746M $454M
Shares Outstanding 7-point trend, +340.5% 32,153,525 32,762,135 32,369,820 32,194,243 32,363,376 30,018,502 7,300,000
现金流 19
ALTG 的年度现金流数据
指标 趋势 2025202420232022202120202019
D&A 7-point trend, +166.7% $134M $144M $133M $112M $96M $75M $50M
Stock-based Comp 6-point trend, -43.3% $4M $5M $4M $3M $1M $7M ·
Deferred Tax 6-point trend, +415.2% $21M $-9M $-10M $-1M $4M $-7M ·
Amort. of Intangibles 6-point trend, +3333.3% · $10M $10M $9M $3M $2M $300.0K
Other Non-cash 6-point trend, +49.8% $-45M $-22M $-72M $-97M $-49M $-90M ·
Operating Cash Flow 7-point trend, +700.0% $33M $57M $58M $18M $31M $-35M $-6M
CapEx 7-point trend, +240.7% $9M $15M $12M $13M $8M $4M $3M
Investing Cash Flow 7-point trend, +74.1% $-23M $-56M $-117M $-155M $-113M $-228M $-88M
Debt Issued 2-point trend, +647.0% · · · · · $149M $20M
Net Debt Issued 2-point trend, -101.3% · · · · $-2M $143M ·
Stock Issued · · · · · $4M ·
Stock Repurchased 3-point trend, +27.1% $8M $6M · · · $6M ·
Net Stock Activity 3-point trend, -294.7% $-8M $-6M · · · $-2M ·
Dividends Paid 5-point trend, +15.4% $3M $3M $3M $3M $3M · ·
Financing Cash Flow 7-point trend, -105.8% $-5M $-18M $87M $137M $84M $264M $92M
Net Change in Cash 7-point trend, +446.7% $5M $-18M $28M $400.0K $1M $1M $-2M
Taxes Paid 4-point trend, +330.0% $4M $4M $6M $1M · · ·
Free Cash Flow 6-point trend, +155.6% $24M $42M $51M $13M $23M $-43M ·
Levered FCF 6-point trend, -57.7% $-97M $-35M $-152M $-15M $-6M $-61M ·
盈利能力 8
ALTG 的年度盈利能力数据
指标 趋势 2025202420232022202120202019
Gross Margin 6-point trend, +5.3% 25.9% 26.3% 27.0% 26.7% 25.9% 24.6% ·
Operating Margin 6-point trend, +235.5% 1.3% 0.99% 2.9% 2.6% 1.5% -0.93% ·
Net Margin 6-point trend, -58.9% -4.4% -3.3% 0.47% 0.59% -1.7% -2.8% ·
Pretax Margin 6-point trend, +8.6% -3.2% -3.5% 0.13% 0.67% -1.4% -3.5% ·
EBITDA Margin 6-point trend, +11.5% 8.5% 8.7% 10.0% 9.7% 9.4% 7.7% ·
ROA 7-point trend, -57100.0% -5.7% -4.1% 0.58% 0.82% -2.4% -4.0% 0.01%
ROE 7-point trend, -326721.4% -457.6% -71.7% 6.0% 6.6% -15.4% -17.7% -0.14%
ROIC 7-point trend, +702.8% 6.5% 3.1% 41.2% 7.9% 4.9% -2.1% -1.1%
流动性与偿付能力 5
ALTG 的年度流动性与偿付能力数据
指标 趋势 2025202420232022202120202019
Current Ratio 6-point trend, +63.3% 1.4 1.3 1.3 1.4 1.1 0.9 ·
Quick Ratio 6-point trend, +29.6% 0.4 0.4 0.4 0.5 0.4 0.3 ·
Debt / Equity 6-point trend, -6286.9% -56.3 6.3 2.1 2.3 2.3 0.9 ·
LT Debt / Equity 6-point trend, -6499.0% -55.1 6.2 2.1 2.2 2.3 0.9 ·
Interest Coverage 6-point trend, +177.1% 0.3 0.2 1.0 1.3 0.8 -0.3 ·
效率 3
ALTG 的年度效率数据
指标 趋势 2025202420232022202120202019
Asset Turnover 6-point trend, -10.4% 1.3 1.2 1.2 1.4 1.4 1.5 ·
Inventory Turnover 6-point trend, -25.1% 2.7 2.6 2.9 3.6 3.8 3.6 ·
Receivables Turnover 6-point trend, +30.0% 9.5 8.4 7.8 7.6 7.6 7.3 ·
每股 6
ALTG 的年度每股数据
指标 趋势 2025202420232022202120202019
Book Value / Share 6-point trend, -105.2% $-0.27 $2.37 $4.62 $4.34 $4.16 $5.23 ·
Revenue / Share 5-point trend, +46.7% $56.12 $56.56 $57.08 $48.66 $38.25 · ·
Cash Flow / Share 5-point trend, +4.2% $1.01 $1.72 $1.94 $0.80 $0.97 · ·
Cash / Share 6-point trend, +1346.2% $0.58 $0.41 $0.96 $0.08 $0.07 $0.04 ·
Dividend Paid / Share 4-point trend, +0.0% $0 $0 $0 $0 · · ·
EPS (TTM) 6-point trend, -183.3% $-2.55 $-1.96 $0.18 $0.20 $-0.74 $-0.90 ·
增长率 5
ALTG 的年度增长率数据
指标 趋势 2025202420232022202120202019
Revenue YoY 5-point trend, -105.6% -2.2% -0.01% 19.4% 29.6% 38.8% · ·
Revenue CAGR 3Y 3-point trend, -81.7% 5.3% 15.7% 29.0% · · · ·
Revenue CAGR 5Y 16.0% · · · · · ·
EPS YoY · · -10.0% · · · ·
Net Income YoY · · -4.3% · · · ·
估值 (TTM) 17
ALTG 的年度估值 (TTM)数据
指标 趋势 2025202420232022202120202019
Revenue TTM 7-point trend, +229.4% $1.84B $1.88B $1.88B $1.57B $1.21B $874M $557M
Net Income TTM 7-point trend, -126.8% $-80M $-62M $9M $9M $-21M $-24M $-35M
Market Cap 6-point trend, -50.1% $148M $214M $400M $425M $474M $297M ·
Enterprise Value 6-point trend, +42.6% $625M $691M $689M $737M $784M $438M ·
P/E 6-point trend, +83.6% -1.8 -3.3 68.7 66.0 -19.8 -11.0 ·
P/S 6-point trend, -76.3% 0.1 0.1 0.2 0.3 0.4 0.3 ·
P/B 6-point trend, -989.1% -16.8 2.8 2.7 3.0 3.5 1.9 ·
P / Tangible Book 4-point trend, +2042.0% · · 59.8 42.9 9.6 2.8 ·
P / Cash Flow 6-point trend, +158.0% 4.5 3.8 6.3 16.3 15.4 -7.7 ·
P / FCF 6-point trend, +189.7% 6.2 5.2 7.8 32.2 21.0 -6.9 ·
EV / EBITDA 6-point trend, -39.2% 4.0 4.2 3.7 4.8 6.9 6.5 ·
EV / FCF 6-point trend, +356.4% 26.3 16.6 13.4 55.9 34.7 -10.2 ·
EV / Revenue 6-point trend, -32.2% 0.3 0.4 0.4 0.5 0.6 0.5 ·
Dividend Yield 5-point trend, +269.1% 2.0% 1.4% 0.75% 0.71% 0.55% · ·
Earnings Yield 6-point trend, -508.5% -55.4% -30.0% 1.5% 1.5% -5.1% -9.1% ·
Payout Ratio 5-point trend, +70.1% -3.7% -4.8% 33.7% 32.3% -12.5% · ·
Annual Payout 5-point trend, +15.4% $3M $3M $3M $3M $3M · ·

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2025-12-312025-06-302025-03-312024-12-312024-09-30
收入 $1.84B$1.88B
毛利率 % 25.9%26.3%
营业利润率 % 1.3%0.99%
净收入 $-80M$-62M
稀释后每股收益 (EPS) $-2.55$-1.96
资产负债表
2025-12-312025-06-302025-03-312024-12-312024-09-30
负债/股东权益比率 -56.36.3
流动比率 1.41.3
速动比率 0.40.4
现金流
2025-12-312025-06-302025-03-312024-12-312024-09-30
自由现金流 $24M$42M

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机构持有人 (13F) 148 家申报者 · $122.2M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
31 (+8 与上一季度对比) 14 (+5 与上一季度对比) 56 (+12 与上一季度对比) 29 (-9 与上一季度对比) +2.6M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
Mill Road Capital Management LLC $28294656 4373208 23.15% 股份
CastleKnight Management LP $10465387 1617525 8.56% 股份
Voss Capital, LP $7612052 1176515 6.23% 股份
VANGUARD CAPITAL MANAGEMENT LLC $6816365 1053534 5.58% 股份
ROYCE & ASSOCIATES LP $6536615 1010296 5.35% 股份
VANGUARD GROUP INC $5465692 1188194 4.47% 股份
Nantahala Capital Management, LLC $4689288 724774 3.84% 股份
CIBC Private Wealth Group LLC $3419293 472278 2.80% 股份
First Eagle Investment Management, LLC $3364400 520000 2.75% 股份
STATE STREET CORP $3342493 516614 2.74% 股份
AQR CAPITAL MANAGEMENT LLC $3297857 509715 2.70% 股份
GEODE CAPITAL MANAGEMENT, LLC $2829076 437144 2.31% 股份
DIMENSIONAL FUND ADVISORS LP $2757676 426225 2.26% 股份
TUDOR INVESTMENT CORP ET AL $1781754 275387 1.46% 股份
CIBC Bancorp USA Inc. $1652173 255359 1.35% 股份
Point72 Asset Management, L.P. $1576687 243692 1.29% 股份
JACOBS LEVY EQUITY MANAGEMENT, INC $1402301 216739 1.15% 股份
CITADEL ADVISORS LLC $1342900 207558 1.10% 股份
Cubist Systematic Strategies, LLC $1279104 176672 1.05% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $1210298 187063 0.99% 股份
WOLVERINE ASSET MANAGEMENT LLC $1150625 177840 0.94% 股份
MILLENNIUM MANAGEMENT LLC $1116625 172585 0.91% 股份
BNP PARIBAS FINANCIAL MARKETS $982787 151899 0.80% 股份
RBF Capital, LLC $962477 148760 0.79% 股份
Register Financial Advisors LLC $948731 146635 0.78% 股份
VANGUARD FIDUCIARY TRUST CO $923366 142715 0.76% 股份
Quantinno Capital Management LP $904934 139866 0.74% 股份
GOLDMAN SACHS GROUP INC $840777 129950 0.69% 股份
Connor, Clark & Lunn Investment Management Ltd. $700617 108287 0.57% 股份
BANK OF AMERICA CORP /DE/ $655896 101375 0.54% 股份
Squarepoint Ops LLC $651251 100657 0.53% 股份
JANE STREET GROUP, LLC $608827 94100 0.50% 买入期权
Meixler Investment Management, Ltd. $600041 92742 0.49% 股份
ARISTEIA CAPITAL, L.L.C. $577680 89286 0.47% 股份
STRS OHIO $568713 87900 0.47% 股份
Walleye Capital LLC $568144 87812 0.46% 股份
Jump Financial, LLC $442548 68400 0.36% 股份
Russell Investments Group, Ltd. $391234 60469 0.32% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $378689 58530 0.31% 股份
VOYA INVESTMENT MANAGEMENT LLC $371022 57345 0.30% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $366293 56614 0.30% 股份
OCCUDO QUANTITATIVE STRATEGIES LP $363989 56258 0.30% 股份
NewEdge Advisors, LLC $326457 50457 0.27% 股份
JANE STREET GROUP, LLC $319618 49400 0.26% 卖出期权
Dynamic Technology Lab Private Ltd $306000 47348 0.25% 股份
XTX Topco Ltd $280410 43340 0.23% 股份
AMERIPRISE FINANCIAL INC $256872 39702 0.21% 股份
BRIDGEWAY CAPITAL MANAGEMENT, LLC $254918 39400 0.21% 股份
BlackRock, Inc. $251664 38897 0.21% 股份
SIMPLEX TRADING, LLC $249871 38620 0.20% 股份
Trexquant Investment LP $242192 37433 0.20% 股份
ALLIANCEBERNSTEIN L.P. $233434 43470 0.19% 股份
CITADEL ADVISORS LLC $227744 35200 0.19% 买入期权
Qube Research & Technologies Ltd $225641 34875 0.18% 股份
MML INVESTORS SERVICES, LLC $214707 33185 0.18% 股份
JANE STREET GROUP, LLC $212494 32843 0.17% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $212475 32840 0.17% 股份
Schonfeld Strategic Advisors LLC $203150 31399 0.17% 股份
Quadrature Capital Ltd $191007 29522 0.16% 股份
PDT Partners, LLC $186336 28800 0.15% 股份
Corton Capital Inc. $177612 24532 0.15% 股份
Centiva Capital, LP $169410 26184 0.14% 股份
Melone Private Wealth, LLC $162766 25157 0.13% 股份
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $149988 23182 0.12% 股份
Brevan Howard Capital Management LP $143524 22183 0.12% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $142566 22035 0.12% 股份
Mariner, LLC $129301 19969 0.11% 股份
De Lisle Partners LLP $124645 19280 0.10% 股份
RITHOLTZ WEALTH MANAGEMENT $117133 18104 0.10% 股份
MERCER GLOBAL ADVISORS INC /ADV $116480 18003 0.10% 股份
Graham Capital Management, L.P. $112080 17323 0.09% 股份
Corient Private Wealth LP $111390 17216 0.09% 股份
RHUMBLINE ADVISERS $110987 17155 0.09% 股份
WELLS FARGO & COMPANY/MN $109919 16989 0.09% 股份
D. E. Shaw & Co., Inc. $103475 15993 0.08% 股份
TWO SIGMA INVESTMENTS, LP $103442 15988 0.08% 股份
Bank of New York Mellon Corp $102983 15917 0.08% 股份
MORGAN STANLEY $91538 14148 0.07% 股份
Inscription Capital, LLC $90075 13922 0.07% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $88053 13301 0.07% 股份
RENAISSANCE TECHNOLOGIES LLC $80875 12500 0.07% 股份
CANADA PENSION PLAN INVESTMENT BOARD $70523 10900 0.06% 股份
GROUP ONE TRADING LLC $67870 10490 0.06% 股份
NEW YORK STATE COMMON RETIREMENT FUND $67819 10482 0.06% 股份
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $59505 9197 0.05% 股份
CITIGROUP INC $52336 8089 0.04% 股份
Invesco Ltd. $52077 8049 0.04% 股份
Vanguard Global Advisers, LLC $50686 7834 0.04% 股份
AlphaQuest LLC $48084 10453 0.04% 股份
TWO SIGMA ADVISERS, LP $46920 10200 0.04% 股份
Center for Financial Planning, Inc. $45575 7044 0.04% 股份
UBS Group AG $42366 6548 0.03% 股份
Allspring Global Investments Holdings, LLC $39794 6545 0.03% 股份
Police & Firemen's Retirement System of New Jersey $34957 5403 0.03% 股份
FMR LLC $26521 4099 0.02% 股份
Smartleaf Asset Management LLC $24444 3616 0.02% 股份
OSAIC HOLDINGS, INC. $23786 3676 0.02% 股份
Nuveen Asset Management, LLC $21451 3280 0.02% 股份
NORTHERN TRUST CORP $21293 3291 0.02% 股份
Nuveen, LLC $21222 3280 0.02% 股份

公司内部人士 12 位内幕人士 · 4 位高管 · 9 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Ryan Greenawalt Chief Executive Officer 2026年2月27日 A 5728993 0 1 $-197301
Anthony Colucci Chief Financial Officer 2026年2月27日 A 241809 0 1 $-57366
Craig Brubaker Chief Operating Officer 2025年3月18日 A 112832 0 0 $0
Jeffrey Alan Hoover Chief Legal Officer 2026年2月27日 A 84730 0 0 $0
Sidhartha Nair 董事 2026年3月11日 P 37806 4 0 $27250
Daniel Shribman 董事 2025年12月8日 P 131393 1 0 $202800
Katherine E White 董事 2025年5月30日 A 67301 0 0 $0
Colin Wilson 董事 2025年5月30日 A 29034 0 0 $0
STUDDERT ANDREW P 董事 2025年5月30日 A 116813 0 0 $0
Zachary E. Savas 董事 2023年11月27日 P 99711 0 0 $0
James L Kempner 董事 2020年2月10日 P 4830 0 0 $0
Bryant R. Riley 董事 2020年2月6日 P 161725 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

激进投资者及 5%+ 股东 4 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
Mill Road Capital III, L.P., Mill Road Capital III GP LLC, Thomas E. Lynch ×11 申报 2026年1月22日 13.30% 修订 SEC
Ryan Greenawalt ×3 申报 2024年6月3日 初始申报 SEC
B. Riley Financial, Inc., B. Riley Securities, Inc., BRF Investments, LLC, Bryant R. Riley ×13 申报 2024年2月9日 初始申报 SEC
B. Riley Principal Sponsor Co., LLC, B. Riley Financial, Inc. 2019年4月15日 初始申报 SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF持仓 由 25 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
IWC · iShares Trust 0.03% 68922 SH 2026年8月8日 每日
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 13818 SH 2026年8月8日 每日
PRFZ · Invesco Exchange-Traded Fund Trust 0.01% 30208 SH 2026年8月8日 每日
IWN · iShares Trust 0.01% 152754 SH 2026年8月8日 每日
DFAS · Dimensional ETF Trust 0.01% 107828 NS 2026年4月30日 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.01% 23540 NS 2026年5月31日 N-PORT
RSSL · Global X Funds 0.00% 9036 NS 2026年4月30日 N-PORT
IWM · iShares Trust 0.00% 506793 SH 2026年8月8日 每日
ITWO · ProShares Trust 0.00% 924 NS 2026年5月31日 N-PORT
IWO · iShares Trust 0.00% 39876 SH 2026年8月8日 每日
UWM · ProShares Trust 0.00% 722 NS 2026年5月31日 N-PORT
URTY · ProShares Trust 0.00% 726 NS 2026年5月31日 N-PORT
DFAC · Dimensional ETF Trust 0.00% 66091 NS 2026年4月30日 N-PORT
DFSU · Dimensional ETF Trust 0.00% 2527 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 990 NS 2026年5月31日 N-PORT
HDG · ProShares Trust 0.00% 18 NS 2026年5月31日 N-PORT
ITOT · iShares Trust 0.00% 54300 SH 2026年8月8日 每日
DCOR · Dimensional ETF Trust 0.00% 1573 NS 2026年4月30日 N-PORT
IWV · iShares Trust 0.00% 9102 SH 2026年8月8日 每日
VXF · VANGUARD INDEX FUNDS 0.00% 230301 SH 2026年8月8日 每日
VTI · VANGUARD INDEX FUNDS 0.00% 798858 SH 2026年8月8日 每日
VTWO · VANGUARD SCOTTSDALE FUNDS 0.00% 115799 SH 2026年8月8日 每日
VTWG · VANGUARD SCOTTSDALE FUNDS 0.00% 3635 SH 2026年8月8日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1627 SH 2026年8月8日 每日
DXUV · Dimensional ETF Trust 0.00% 12 NS 2026年4月30日 N-PORT