As of the latest SEC filings, Climb Global Solutions, Inc. (CLMB) is held by 147 institutional funds. The largest fund shareholder is Thrivent Small-Mid Cap Equity ETF (TSME), holding an estimated $10,603,977.48 in market value, representing 1.23% of its portfolio.
Funds holding Climb Global Solutions, Inc. (CLMB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CLMB
- CIK:
- 0000945983
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
TSME
Thrivent Small-Mid Cap Equity ETF
|
ETF | Independent / Boutique | 1.23% | $10,603,977.48 | 535,014 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $10,346,357.12 | 522,016 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,780,142.80 | 392,540 | Mar 31, 2026 | May 28, 2026 |
|
WGICX
Wasatch Micro Cap Fund
|
MF | Independent / Boutique | 1.03% | $5,782,207.52 | 291,736 | Mar 31, 2026 | May 5, 2026 |
|
WHGAX
WESTWOOD QUALITY SMALLCAP FUND
|
MF | Independent / Boutique | 0.58% | $5,282,689.44 | 316,708 | Apr 30, 2026 | Jun 25, 2026 |
|
MGMT
BALLAST SMALL/MID CAP ETF
|
ETF | Independent / Boutique | 3.00% | $4,844,166.56 | 244,408 | Mar 31, 2026 | May 29, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.11% | $4,056,709.44 | 243,208 | Apr 30, 2026 | Jun 26, 2026 |
|
OBMCX
Oberweis Micro-Cap Fund
|
MF | Independent / Boutique | 0.38% | $4,019,496.00 | 202,800 | Mar 31, 2026 | May 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,685,568.64 | 185,952 | Mar 31, 2026 | May 28, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.52% | $3,577,747.84 | 180,512 | Mar 31, 2026 | May 21, 2026 |
|
WGMVX
Wasatch Micro Cap Value Fund
|
MF | Independent / Boutique | 1.02% | $3,282,667.68 | 165,624 | Mar 31, 2026 | May 5, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,561,063.88 | 153,541 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.02% | $2,547,187.12 | 128,516 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $2,045,466.72 | 21,604 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,814,826.24 | 19,168 | Feb 28, 2026 | Apr 28, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 0.55% | $1,777,140.48 | 89,664 | Mar 31, 2026 | May 21, 2026 |
|
TSCV
Thrivent Small Cap Value ETF
|
ETF | Independent / Boutique | 1.06% | $1,667,952.10 | 84,155 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,370,228.64 | 82,148 | Apr 30, 2026 | Jun 24, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.07% | $1,361,396.16 | 68,688 | Mar 31, 2026 | Jun 1, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $1,114,194.24 | 11,768 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,073,057.76 | 64,332 | Apr 30, 2026 | Jun 24, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.45% | $1,029,391.34 | 51,937 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,016,712.72 | 60,954 | Apr 30, 2026 | Jun 29, 2026 |
|
TSVCX
Timothy Plan Small Cap Value Fund
|
MF | Independent / Boutique | 0.56% | $921,630.00 | 46,500 | Mar 31, 2026 | May 27, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.03% | $838,486.08 | 8,856 | Feb 28, 2026 | Apr 29, 2026 |
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