OSS One Stop Systems, Inc. - Common Stock

NASDAQ · Technology · 在 SEC EDGAR 上查看 ↗
$12.12
价格 · 八月 19, 2026
截至...的财报数据 八月 5, 2026
52周区间
$4–$21
48% of range
分析师评级
BUY
8 analysts
目标价
$19
+57% upside
P/E (TTM)
55.1
ROE
14.1%
净利润率
15.8%

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

价格
$12.12
市值
$298M
P/E (TTM)
55.1
每股收益 (TTM)
$0.22
营收 (TTM)
$32M
股息收益率
—
ROE
14.1%
负债/权益
—
52周区间
$4 – $21

OSS 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 $32M
9-point trend, +17.0%
2017-12-31 → 2025-12-31
EPS $0.22
9-point trend, +2100.0%
2017-12-31 → 2025-12-31
自由现金流 $-7M
8-point trend, -47.1%
2018-12-31 → 2025-12-31
利润率 15.8%
8-point trend, +62.1%
2018-12-31 → 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
OSS
同行中位数
P/E (TTM)
5-point trend, -20.9%
55.1
29.5
P/S (TTM) (市销率 (TTM))
5-point trend, +265.5%
9.2
0.8
P/B (市净率)
5-point trend, +73.2%
6.5
1.7
Price / FCF (股价/自由现金流)
5-point trend, -244.2%
-44.7
—

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
OSS
同行中位数
Gross Margin (毛利率)
5-point trend, +56.5%
49.6%
30.2%
Operating Margin (营业利润率)
5-point trend, -472.0%
-10.5%
—
Net Profit Margin (净利润率)
5-point trend, +319.9%
15.8%
-5.6%
ROA
5-point trend, +120.6%
11.3%
-2.3%
ROE
5-point trend, +154.3%
14.1%
-2.4%
ROIC
5-point trend, -349.0%
-7.4%
—

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
OSS
同行中位数
Current Ratio (流动比率)
5-point trend, +134.0%
9.1
1.5
Quick Ratio (速动比率)
5-point trend, +199.0%
7.7
—

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
OSS
同行中位数
Revenue YoY (营收同比增长)
5-point trend, -48.0%
31.2%
—
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, -48.0%
-23.7%
—
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, -48.0%
-9.1%
—

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
OSS
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +83.3%
$0.22
—

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
OSS
同行中位数

OSS 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 8 位分析师
  • 强烈买入 1 12.5%
  • 买入 6 75.0%
  • 持有 1 12.5%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

3 位分析师 · 2026-08-18
中位数目标 $18.00 +48.6%
平均目标 $19.00 +56.8%

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
-0.00%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $-0.01 $-0.02 0.01%
2026年3月31日 $0.01 $-0.05 0.06%
2025年12月31日 $0.10 $0.04 0.06%
2025年9月30日 $0.03 $0.02 0.01%
2025年6月30日 $-0.07 $-0.07 -0.00%
2025年3月31日 $-0.07 $-0.05 -0.02%
2024年12月31日 $-0.12 $0.01 -0.13%

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
OSS $177M 32.6 31.2% 15.8% 14.1% 49.6%
CRSR $633M -49.5 11.9% -1.1% -2.6% 28.9%
QMCO $70M -0.6 2.0% -36.1% 56.2% 36.9%
KODK $824M -4.8 2.5% -12.0% -22.4% 21.7%
XRX — — — — — —
PMTS $168M 11.7 13.1% 2.8% -64.5% 31.3%
MOVE — -0.4 -57.3% — — —
IMMR $203M 43.8 11.2% 0.26% 1.5% —
ALOT — -29.4 -0.51% — — —
TBCH $269M 18.2 -14.2% 4.9% 12.6% 37.3%
VTIX — -9.3 18.4% — — —

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 17
OSS 的年度损益表数据
指标 趋势 202520242023202220212020201920182017
Revenue 9-point trend, +17.0% $32M $25M $61M $72M $62M $52M $58M $37M $28M
Cost of Revenue 9-point trend, -14.0% $16M $24M $43M $52M $42M $35M $39M $26M $19M
Gross Profit 9-point trend, +84.5% $16M $622.9K $18M $20M $20M $16M $19M $11M $9M
R&D Expense 9-point trend, +102.3% $5M $3M $4M $5M $4M $4M $5M $4M $3M
SG&A Expense 9-point trend, +110.0% $7M $7M $9M $7M $8M $8M $9M $7M $4M
Operating Expenses 9-point trend, +112.4% $19M $16M $26M $19M $18M $17M $20M $15M $9M
Operating Income 9-point trend, -650.2% $-3M $-16M $-8M $2M $2M $-424.3K $-779.0K $-3M $-450.4K
Interest Expense 9-point trend, -98.7% $2.5K $4.0K $117.8K $162.4K $527.1K $550.8K $165.6K $65.7K $199.3K
Other Non-op 9-point trend, -46.4% $16.3K $24.0K $-9.8K $550.9K $-40.2K $-53.6K $130.4K $271.9K $30.4K
Pretax Income 9-point trend, -398.4% $-3M $-15M $-6M $2M $3M $-610.3K $-663.1K $-3M $-619.3K
Income Tax 9-point trend, +102.8% $11.3K $2.6K $927.1K $4M $605.7K $-603.7K $237.3K $-1M $-402.7K
Net Income 9-point trend, +5165.7% $5M $-14M $-7M $-2M $2M $-6.5K $-900.3K $-1M $96.6K
EPS (Basic) 9-point trend, +1050.0% $0.23 $-0.65 $-0.32 $-0.11 $0.13 $0.00 $-0.06 $-0.09 $0.02
EPS (Diluted) 9-point trend, +2100.0% $0.22 $-0.65 $-0.32 $-0.11 $0.12 $0.00 $-0.06 $-0.09 $0.01
Shares (Basic) 9-point trend, +311.1% 22,403,267 20,953,397 20,854,777 19,730,698 18,305,878 16,512,203 15,148,613 12,586,513 5,449,413
Shares (Diluted) 9-point trend, +117.1% 23,205,705 21,432,890 20,854,777 19,730,698 19,503,737 16,512,203 15,148,613 12,586,513 10,689,047
EBITDA 8-point trend, +17.9% $-3M $-12M $-8M $2M $2M $-424.3K $-779.0K $-3M ·
资产负债表 28
OSS 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017
Cash & Equivalents 9-point trend, +16686.2% $31M $4M $4M $3M $5M $6M $5M $2M $185.7K
Short-term Investments 5-point trend, -100.0% $0 $3M $8M $10M $15M · · · ·
Receivables 9-point trend, +122.4% $12M $4M $8M $11M $5M $7M $12M $11M $5M
Inventory 9-point trend, +46.6% $5M $6M $22M $21M $12M $10M $7M $7M $4M
Prepaid Expense 9-point trend, -51.7% $472.9K $603.5K $611.1K $502.2K $580.7K $655.7K $453.9K $666.3K $978.4K
Current Assets 9-point trend, +405.5% $51M $32M $42M $46M $38M $24M $25M $20M $10M
PP&E (Net) 9-point trend, -57.3% $674.7K $1M $2M $3M $3M $3M $4M $2M $2M
PP&E (Gross) 9-point trend, +144.1% $8M $8M $9M $8M $7M $7M $6M $3M $3M
Accum. Depreciation 9-point trend, +332.8% $7M $7M $6M $5M $4M $3M $3M $2M $2M
Goodwill 8-point trend, -55.2% · $1M $1M $7M $7M $7M $7M $8M $3M
Intangibles 9-point trend, -87.9% $73.9K $0 $0 $42.2K $105.4K $662.3K $1M $4M $608.4K
Total Assets 9-point trend, +212.2% $53M $37M $48M $56M $52M $39M $40M $36M $17M
Accounts Payable 9-point trend, -56.0% $2M $955.1K $1M $5M $2M $976.4K $4M $4M $4M
Accrued Liabilities · $1M · · · · · · ·
Short-term Debt 8-point trend, +61.7% · $1M $2M $3M $1M $1M $1M $1M $640.1K
Current Liabilities 9-point trend, -44.1% $6M $8M $7M $11M $10M $8M $11M $9M $10M
Capital Leases 4-point trend, +214.6% $1M $1M $2M $397.2K · · · · ·
Deferred Tax 3-point trend, -62.1% · $52.6K $44.7K $138.7K · · · · ·
Total Liabilities 9-point trend, -33.8% $7M $10M $9M $12M $10M $10M $11M $9M $10M
Long-term Debt 4-point trend, +44.4% · · · $3M $4M $6M $2M · ·
Total Debt 6-point trend, -72.1% · $1M $2M $6M $5M $7M $4M · ·
Common Stock 9-point trend, +346.1% $2.5K $2.1K $2.1K $2.0K $1.9K $1.7K $1.6K $1.4K $551
Paid-in Capital 9-point trend, +1707.2% $63M $49M $47M $46M $41M $31M $31M $27M $3M
Retained Earnings 9-point trend, -6128.4% $-17M $-22M $-8M $-2M $571.0K $-2M $-2M $-854.9K $281.4K
AOCI 7-point trend, +12181.4% · $140.3K $675.3K $510.5K $153.4K $287.5K $-17.8K $1.1K ·
Stockholders' Equity 9-point trend, +595.0% $46M $27M $40M $44M $42M $29M $29M $27M $7M
Liabilities + Equity 9-point trend, +212.2% $53M $37M $48M $56M $52M $39M $40M $36M $17M
Shares Outstanding 9-point trend, +345.8% 24,583,775 21,148,810 20,661,341 20,084,528 18,772,214 16,684,424 16,121,747 14,216,328 5,514,917
现金流 14
OSS 的年度现金流数据
指标 趋势 202520242023202220212020201920182017
D&A 5-point trend, -7.7% $771.6K $927.3K $1M · · · · $1M $836.3K
Stock-based Comp 9-point trend, +1037.5% $2M $2M $2M $2M $2M $724.4K $649.5K $527.3K $160.1K
Deferred Tax 9-point trend, +90.5% $-43.5K $28.1K $-95.5K $4M $54.9K $-742.8K $-222.1K $-1M $-459.7K
Amort. of Intangibles 9-point trend, -100.0% $0 $0 $42.2K $63.2K $556.9K $683.9K $984.1K $630.3K $395.6K
Other Non-cash 2-point trend, -235.5% $-14M $10M · · · · · · ·
Operating Cash Flow 9-point trend, -1616.0% $-7M $-3M $-439.7K $-8M $6M $-250.2K $2M $-4M $-381.8K
CapEx 9-point trend, -73.1% $114.6K $228.3K $821.8K $529.9K $563.8K $820.3K $2M $623.2K $425.5K
Investing Cash Flow 8-point trend, +1085.0% · $4M $2M $4M $-15M $-818.8K $-2M $-6M $-425.5K
Stock Issued 4-point trend, -35.9% $12M · · · $10M · $3M $20M ·
Net Stock Activity 4-point trend, -35.9% $12M · · · $10M · $3M $20M ·
Financing Cash Flow 8-point trend, -221.0% · $-1M $-171.3K $2M $8M $2M $3M $12M $978.8K
Net Change in Cash 2-point trend, +868.3% $27M $3M · · · · · · ·
Free Cash Flow 8-point trend, -47.1% $-7M $-470.8K $-1M $-8M $5M $-1M $-11.4K $-5M ·
Levered FCF 8-point trend, -46.0% $-7M $-549.1K $-1M $-8M $5M $-1M $-236.2K $-5M ·
盈利能力 8
OSS 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017
Gross Margin 8-point trend, +62.1% 49.6% 14.1% 29.5% 28.2% 31.7% 31.7% 33.3% 30.6% ·
Operating Margin 8-point trend, -22.3% -10.5% -24.4% -13.0% 2.2% 2.8% -0.82% -1.3% -8.6% ·
Net Margin 8-point trend, +614.3% 15.8% -24.9% -11.0% -3.1% 3.8% -0.01% -1.5% -3.1% ·
Pretax Margin 8-point trend, -19.5% -9.6% -23.6% -9.5% 3.0% 4.7% -1.2% -1.1% -8.0% ·
EBITDA Margin 8-point trend, +5.7% -8.1% -22.5% -13.0% 2.2% 2.8% -0.82% -1.3% -8.6% ·
ROA 8-point trend, +364.3% 11.3% -32.0% -12.8% -4.1% 5.1% -0.02% -2.4% -4.3% ·
ROE 8-point trend, +427.7% 14.1% -47.2% -17.1% -4.9% 5.5% -0.02% -3.2% -4.3% ·
ROIC 8-point trend, -16.4% -7.4% -50.0% -22.1% -3.1% 3.0% -0.01% -3.3% -6.3% ·
流动性与偿付能力 5
OSS 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017
Current Ratio 8-point trend, +314.6% 9.1 3.9 6.2 4.1 3.9 3.1 2.3 2.2 ·
Quick Ratio 8-point trend, +452.4% 7.7 2.2 2.9 2.2 2.6 1.8 1.6 1.4 ·
Debt / Equity 6-point trend, -70.4% · 0.0 0.1 0.1 0.1 0.2 0.1 · ·
LT Debt / Equity 3-point trend, -25.8% · · · 0.0 · 0.1 0.0 · ·
Interest Coverage 8-point trend, -2670.6% -1339.3 -180.2 -67.3 9.7 3.3 -0.8 -4.7 -48.3 ·
效率 3
OSS 的年度效率数据
指标 趋势 202520242023202220212020201920182017
Asset Turnover 8-point trend, -48.7% 0.7 1.3 1.2 1.3 1.4 1.3 1.5 1.4 ·
Inventory Turnover 8-point trend, -40.2% 2.9 2.7 2.0 3.1 3.9 4.2 5.5 4.9 ·
Receivables Turnover 8-point trend, -13.0% 4.1 6.6 6.2 8.8 9.9 5.4 5.3 4.7 ·
每股 5
OSS 的年度每股数据
指标 趋势 202520242023202220212020201920182017
Book Value / Share 8-point trend, +0.1% $1.87 $1.28 $1.92 $2.21 $2.24 $1.76 $1.78 $1.87 ·
Revenue / Share 8-point trend, -52.8% $1.39 $2.61 $2.92 $3.67 $3.18 $3.14 $3.85 $2.94 ·
Cash Flow / Share 8-point trend, +9.1% $-0.28 $-0.01 $-0.02 $-0.40 $0.29 $-0.02 $0.16 $-0.31 ·
Cash / Share 8-point trend, +693.6% $1.27 $0.32 $0.20 $0.15 $0.27 $0.38 $0.32 $0.16 ·
EPS (TTM) 9-point trend, +2100.0% $0.22 $-0.65 $-0.32 $-0.11 $0.12 $0.00 $-0.06 $-0.09 $0.01
增长率 3
OSS 的年度增长率数据
指标 趋势 202520242023202220212020201920182017
Revenue YoY 5-point trend, +60.4% 31.2% -59.7% -15.9% 16.8% 19.4% · · · ·
Revenue CAGR 3Y 3-point trend, -531.8% -23.7% -26.6% 5.5% · · · · · ·
Revenue CAGR 5Y -9.1% · · · · · · · ·
估值 (TTM) 14
OSS 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017
Revenue TTM 9-point trend, +17.0% $32M $25M $61M $72M $62M $52M $58M $37M $28M
Net Income TTM 9-point trend, +5165.7% $5M $-14M $-7M $-2M $2M $-6.5K $-900.3K $-1M $96.6K
Market Cap 8-point trend, +540.0% $177M $71M $43M $60M $93M $67M $33M $28M ·
Enterprise Value 6-point trend, +99.0% · $62M $34M $54M $78M $67M $31M · ·
P/E 7-point trend, +251.4% 32.6 -5.2 -6.6 -27.4 41.2 · -33.7 -21.6 ·
P/S 8-point trend, +635.6% 5.5 2.9 0.7 0.8 1.5 1.3 0.6 0.7 ·
P/B 8-point trend, +269.7% 3.8 2.6 1.1 1.4 2.2 2.3 1.1 1.0 ·
P / Tangible Book 6-point trend, +23.8% 3.8 2.8 1.1 1.6 2.7 3.1 · · ·
P / Cash Flow 8-point trend, -281.9% -26.9 -655.4 -98.7 -7.7 16.5 -266.8 13.7 -7.1 ·
P / FCF 8-point trend, -335.2% -26.5 -150.5 -34.4 -7.3 18.4 -62.3 -2867.0 -6.1 ·
EV / EBITDA 6-point trend, +87.4% · -5.0 -4.2 34.1 44.7 -159.0 -39.9 · ·
EV / FCF 6-point trend, +95.2% · -131.4 -26.7 -6.4 15.4 -63.0 -2736.7 · ·
EV / Revenue 6-point trend, +372.6% · 2.5 0.6 0.7 1.3 1.3 0.5 · ·
Earnings Yield 8-point trend, +165.9% 3.1% -19.4% -15.2% -3.6% 2.4% 0.00% -3.0% -4.6% ·

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
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $32M$25M$61M$72M$62M
毛利率 % 49.6%14.1%29.5%28.2%31.7%
营业利润率 % -10.5%-24.4%-13.0%2.2%2.8%
净收入 $5M$-14M$-7M$-2M$2M
稀释后每股收益 (EPS) $0.22$-0.65$-0.32$-0.11$0.12
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
负债/股东权益比率 —0.00.10.10.1
流动比率 9.13.96.24.13.9
速动比率 7.72.22.92.22.6
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $-7M$-470.8K$-1M$-8M$5M

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机构持有人 (13F) 121 家申报者 · $175.9M 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
54 (+27 与上一季度对比) 17 (+2 与上一季度对比) 27 (+4 与上一季度对比) 26 (+3 与上一季度对比) +3.3M

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
VANGUARD CAPITAL MANAGEMENT LLC $17717646 974568 10.07% 股份
CITADEL ADVISORS LLC $14945778 822100 8.50% 卖出期权
JANE STREET GROUP, LLC $13434747 738985 7.64% 股份
BARD ASSOCIATES INC $9569407 526370 5.44% 股份
GEODE CAPITAL MANAGEMENT, LLC $8947008 492000 5.09% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7719228 424600 4.39% 卖出期权
Palisades Investment Partners, LLC $7533647 414392 4.28% 股份
RENAISSANCE TECHNOLOGIES LLC $7414895 407860 4.22% 股份
STATE STREET CORP $6985829 384259 3.97% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $6844770 376500 3.89% 买入期权
MILLENNIUM MANAGEMENT LLC $6139568 337710 3.49% 股份
Qube Research & Technologies Ltd $5797947 318919 3.30% 股份
CITADEL ADVISORS LLC $5084946 279700 2.89% 买入期权
PEAK6 LLC $3630546 199700 2.06% 买入期权
JANE STREET GROUP, LLC $3276036 180200 1.86% 买入期权
TWO SIGMA INVESTMENTS, LP $2948669 162193 1.68% 股份
VANGUARD FIDUCIARY TRUST CO $2860896 157365 1.63% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $2825317 155408 1.61% 股份
NEW YORK STATE COMMON RETIREMENT FUND $2678696 147343 1.52% 股份
DIMENSIONAL FUND ADVISORS LP $2490624 136998 1.42% 股份
Squarepoint Ops LLC $2387870 131346 1.36% 股份
Informed Momentum Co LLC $2373726 130568 1.35% 股份
DNB Asset Management AS $2159039 118759 1.23% 股份
JANE STREET GROUP, LLC $2101608 115600 1.19% 卖出期权
Trexquant Investment LP $1789676 98442 1.02% 股份
OSAIC HOLDINGS, INC. $1572774 86513 0.89% 股份
SEI INVESTMENTS CO $1534265 84393 0.87% 股份
GOLDMAN SACHS GROUP INC $1369063 75306 0.78% 股份
Eddie Patel Inc $1325233 72895 0.75% 股份
CITADEL ADVISORS LLC $1294452 71202 0.74% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1186718 65276 0.67% 股份
AMH Equity Ltd $1072000 200000 0.61% 股份
LPL Financial LLC $985811 54225 0.56% 股份
CITIGROUP INC $975521 53659 0.55% 股份
Point72 Asset Management, L.P. $874458 48100 0.50% 买入期权
Engineers Gate Manager LP $758688 41732 0.43% 股份
Penbrook Management LLC $706747 38875 0.40% 股份
Polymer Capital Management (HK) LTD $690840 38000 0.39% 股份
LMR Partners LLP $619938 34100 0.35% 卖出期权
STIFEL FINANCIAL CORP $598488 32920 0.34% 股份
RHUMBLINE ADVISERS $506686 27871 0.29% 股份
ESSEX INVESTMENT MANAGEMENT CO LLC $466753 25674 0.27% 股份
FOX RUN MANAGEMENT, L.L.C. $403741 22208 0.23% 股份
TWO SIGMA ADVISERS, LP $398490 55500 0.23% 股份
Point72 Asset Management, L.P. $390870 21500 0.22% 卖出期权
BAKER TILLY WEALTH MANAGEMENT, LLC $363600 20000 0.21% 股份
Lodestone Wealth Management LLC $357001 19637 0.20% 股份
OCCUDO QUANTITATIVE STRATEGIES LP $329367 18117 0.19% 股份
Caitong International Asset Management Co., Ltd $315187 17337 0.18% 股份
Cubist Systematic Strategies, LLC $311914 58193 0.18% 股份
Apollon Wealth Management, LLC $294425 16195 0.17% 股份
State of Wyoming $280390 15423 0.16% 股份
Bank of New York Mellon Corp $266828 14677 0.15% 股份
Clear Street Group Inc. $259065 14250 0.15% 股份
Cornerstone Investment Partners, LLC $258483 14218 0.15% 股份
MetLife Investment Management, LLC $242648 13347 0.14% 股份
CANTOR FITZGERALD, L. P. $237231 13049 0.13% 股份
BANK OF AMERICA CORP /DE/ $236176 12991 0.13% 股份
LMR Partners LLP $228541 12571 0.13% 股份
McAdam, LLC $221760 12198 0.13% 股份
Brevan Howard Capital Management LP $221214 12168 0.13% 股份
Total Clarity Wealth Management, Inc. $208961 11494 0.12% 股份
Spark Investment Management LLC $207252 11400 0.12% 股份
Savant Capital, LLC $206000 16000 0.12% 股份
CHOREO, LLC $205549 11306 0.12% 股份
Connective Capital Management, LLC $203580 11198 0.12% 股份
Calamos Advisors LLC $200871 11049 0.11% 股份
BlackRock, Inc. $197071 10840 0.11% 股份
HighTower Advisors, LLC $188436 10365 0.11% 股份
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $187309 10303 0.11% 股份
Invesco Ltd. $162893 8960 0.09% 股份
JPMORGAN CHASE & CO $154443 9315 0.09% 股份
Vanguard Global Advisers, LLC $143331 7884 0.08% 股份
Anfield Capital Management, LLC $128690 17000 0.07% 股份
ALLIANCEBERNSTEIN L.P. $127403 16830 0.07% 股份
Police & Firemen's Retirement System of New Jersey $120479 6627 0.07% 股份
Nuveen, LLC $118134 6498 0.07% 股份
Quantbot Technologies LP $110571 6082 0.06% 股份
WELLS FARGO & COMPANY/MN $106080 5835 0.06% 股份
WOLVERINE TRADING, LLC $100998 18100 0.06% 买入期权
Strait & Sound Wealth Management LLC $83603 11044 0.05% 股份
STRS OHIO $79992 4400 0.05% 股份
VANGUARD GROUP INC $77680 10819 0.04% 股份
Global Retirement Partners, LLC $72720 4000 0.04% 股份
BNP PARIBAS FINANCIAL MARKETS $70884 3899 0.04% 股份
Smartleaf Asset Management LLC $66320 4000 0.04% 股份
NORTHERN TRUST CORP $64194 3531 0.04% 股份
NATIONAL BANK OF CANADA /FI/ $63630 3500 0.04% 股份
BARCLAYS PLC $53595 2948 0.03% 股份
NewEdge Advisors, LLC $45450 2500 0.03% 股份
Legal & General Group Plc $39487 2172 0.02% 股份
Ameritas Investment Partners, Inc. $37069 2039 0.02% 股份
Farther Finance Advisors, LLC $27270 1500 0.02% 股份
SBI Securities Co., Ltd. $24943 1372 0.01% 股份
JONES FINANCIAL COMPANIES LLLP $23792 1465 0.01% 股份
Tower Research Capital LLC (TRC) $23161 1274 0.01% 股份
Russell Investments Group, Ltd. $20870 1148 0.01% 股份
RAYMOND JAMES FINANCIAL INC $17726 975 0.01% 股份
Lynrock Lake LP $12108 666 0.01% 股份
Hurley Capital, LLC $11308 622 0.01% 股份

公司内部人士 22 位内幕人士 · 7 位高管 · 17 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
Michael Knowles Chief Executive Officer 2026年6月5日 F 607383 0 0 $0
Steve D Cooper President, CEO 2019年2月13日 A 2930394 0 0 $0
Daniel G. Gabel Chief Financial Officer 2026年5月11日 F 153896 0 0 $0
John W Morrison Jr. Chief Financial Officer 2024年9月23日 F 305381 0 0 $0
Jim Ison CPO 2026年2月15日 G 231148 0 0 $0
James M Reardon VP of Sales 2021年3月31日 S 1019312 0 0 $0
Josef Bressner Managing Director, Bressner 2020年8月27日 M 109797 0 0 $0
David George Bassett 董事 2026年5月26日 S 24984 0 1 $-141120
Mitchell H Herbets 董事 2026年5月26日 S 48984 0 1 $-88100
Gregory W Matz 董事 2026年5月26日 S 78914 0 1 $-140160
Michael J. Dumont 董事 2026年5月20日 A 119833 0 0 $0
Manko Joseph M. Jr. 董事 2024年8月14日 P 1174899 0 0 $0
Kenneth F Potashner 董事 2024年7月9日 M 398601 0 0 $0
Gioia Messinger 董事 2024年7月1日 A 49690 0 0 $0
David Raun 董事 2024年4月1日 M 425597 0 0 $0
Teresita M. Lowman 董事 2022年3月17日 A 29930 0 0 $0
Kimberly C. Sentovich 董事 2022年3月17日 A 39266 0 0 $0
Jack Harrison 董事 2022年3月17日 A 71984 0 0 $0
John Ralph Reardon 董事 2020年3月4日 A 74370 0 0 $0
Barbara D'Amato 董事 2019年11月4日 A — 0 0 $0
Randy G Jones 董事 2019年4月11日 M 1271249 0 0 $0
William Carpenter 董事 2018年3月9日 M 199236 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
Horton Capital Partners Fund, LP, Horton Capital Partners, LLC, Horton Capital Management, LLC, Manko Joseph M. Jr. ×3 申报 2025年6月6日 4.30% 修订 — SEC
Steve D. Cooper, The Cooper Revocable Trust dated April 25, 2001 ×2 申报 2020年2月18日 — 初始申报 被动投资 SEC
Randy Jones, Randy Jones and Roseann Piazza Jones Revocable Trust 2019年2月15日 — 初始申报 被动投资 SEC
James M. Reardon 2018年9月10日 — 初始申报 被动投资 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 8 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 0.07% 75950 SH 2026年8月8日 每日
VTWG · VANGUARD SCOTTSDALE FUNDS 0.02% 24238 SH 2026年8月8日 每日
IWO · iShares Trust 0.02% 205895 SH 2026年8月8日 每日
IWM · iShares Trust 0.01% 631179 SH 2026年8月8日 每日
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 129308 SH 2026年8月8日 每日
VXF · VANGUARD INDEX FUNDS 0.00% 257121 SH 2026年8月8日 每日
VTI · VANGUARD INDEX FUNDS 0.00% 693556 SH 2026年8月8日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1862 SH 2026年8月8日 每日