ALMR Alamar Biosciences, Inc. Common Stock

XNAS
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ALMR — —
Key stats
About
Industry (SIC)
LABORATORY ANALYTICAL INSTRUMENTS (3826) · industry map
Exchange
XNAS
Market Cap
$2.2B
List Date
2026-04-17
CIK
0002104204
Next Earnings
2026-11-03 (After-Close)
EPS Forecast
($0.22) (2 est.)
Headquarters
Fremont, CA
Homepage
https://www.alamarbio.com

Alamar Biosciences Inc is a proteomics company engaged in protein detection and analysis. The company has developed its own NULISA (NUcleic Acid Linked Immuno-Sandwich Assay) technology as the foundation of its Precision Proteomics platform enabling the detection and quantification of protein biomarkers in a single sample with ultra-high sensitivity and high specificity, even from very small volumes of biofluid. The company operates in single segment and focuses on developing a good sensitive proteomic liquid biopsy platform and sells instruments, consumables, and services based on this platfo…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
Month'26Avg
Jan----
Feb----
Mar----
Apr13.82%13.82%
May-20.81%-20.81%
Jun32.08%32.08%
Jul-4.07%-4.07%
Aug12.82%12.82%
Sep16.04%16.04%
Oct-9.95%*-9.95%
Nov----
Dec----
Total34.63%34.63%
* Only 1 year(s) of data available.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $29.47
SMA 50: $30.83
SMA 200: —
Current: $29.39
EMA 12: $28.32
EMA 26: $29.16
MACD: -0.8379 | Signal: 0.1984
BEARISH
ADX (14): 22.59
WEAK TREND
+DI: 29.93
−DI: 15.53

Momentum Oscillators

RSI (14): 50.41
NEUTRAL
Stoch %K: 40.21
Stoch %D: 31.96
Williams %R: -61.46

Volume & Volatility

BB Upper: $37.45
BB Lower: $21.50
NEUTRAL
OBV: 8,594,967
Vol SMA 20: 745,655
Vol ROC: -85.38%
ATR: $2.76
True Range: $3.09
HV 20: 124.9%
HV 30: 109.9%
HV 60: 103.7%

Data Summary

Data Points: 130
Last Updated:
Date Range: 2026-04-17T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report: ALMR

Executive Summary

Overall assessment: NEUTRAL with a confidence level of 6/10.

Key drivers:

  • Recent news headlines have been positive, driving the stock price up.
  • Technical indicators are mixed, with some signals indicating potential for further growth and others suggesting caution.

Primary risks:

  • Lack of earnings data makes it difficult to gauge the company's performance.
  • High implied volatility suggests a high level of uncertainty around future price movements.

Investment thesis: The recent positive news headlines have driven the stock price up, but technical indicators suggest caution. Further research is needed to determine the potential for further growth or risk.

Recent news sentiment impact: Positive news headline from Alamar Biosciences reporting first-quarter 2026 financial results has had a significant impact on the stock price.

Technical Analysis

Trend direction:

  • Short-term (1-4 weeks): Neutral, with a slight uptrend.
  • Medium-term (1-3 months): Bullish, with a strong trend up.
  • Long-term (3-12 months): Bearish, with a downtrend.

Support/resistance levels:

  • Key price levels from moving averages and technical patterns:
    • Upper: $N/A
    • Middle: $N/A
    • Lower: $N/A

Momentum signals:

  • RSI interpretation: N/A (oversold <30, overbought >70)
  • MACD signal: No signal available
  • Bollinger Bands position: N/A (squeeze, breakout, mean reversion)

Volume analysis:

  • Volume trends and institutional interest signals:
    • Volume SMA 20: N/A
    • On-Balance Volume (OBV): N/A
    • Volume Rate of Change: N/A%

News & Sentiment Analysis

Recent headlines summary:

  • Alamar Biosciences Reports First Quarter 2026 Financial Results, highlighting positive results.

Sentiment assessment:

  • Aggregate news sentiment is POSITIVE.

Catalyst identification:

  • Upcoming events: Earnings report (date unknown)
  • Product launches: None mentioned in recent news
  • Regulatory changes: None mentioned in recent news

Market narrative:

  • News headlines are driving the stock price up, but technical indicators suggest caution. Further research is needed to determine the potential for further growth or risk.

Risk & Volatility Assessment

Risk assessment:

  • Beta: N/A (vs SPY)
  • Alpha: N/A
  • Correlation: N/A
  • Stock Volatility: N/A

Interpretation: No clear interpretation available due to lack of data.

Options market signals:

  • IV Premium vs HV30: N/A (positive = implied richer than realized)

Downside protection:

  • Support levels and risk management considerations:
    • Critical price levels: $N/A
    • Breakout/breakdown levels: $N/A

Market Context & Positioning

Market performance:

  • Relative strength vs sector/market: N/A

Institutional activity:

  • Volume patterns suggesting institutional interest: N/A

Correlation analysis:

  • How stock moves relative to market (R-squared interpretation): N/A

Relative valuation:

  • Position within trading range: N/A

Key Levels & Action Items

Critical price levels:

  • Support/resistance to monitor:
    • Upper: $N/A
    • Middle: $N/A
    • Lower: $N/A

Breakout/breakdown levels:

  • Technical levels that could trigger significant moves:
    • Critical price levels: $N/A

Time-sensitive catalysts:

  • Earnings dates: Unknown
  • FDA approvals: None mentioned in recent news
  • Product launches: None mentioned in recent news

Risk management:

  • Stop-loss levels and position sizing considerations:
    • N/A
Generated

ALMR Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 1.1287
Alpha: 75.72%
Correlation: 0.1534
R-Squared: 2.4%
Stock Volatility: 88.1%
Market Volatility: 12.0%

Analysis Details

Benchmark: SPY
Data Points: 130
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Notable investors who own ALMR
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$23.5M
0.02%
#1032 of 3716new13F
Citadel Hedge fund
Ken Griffin
$4.9M
0.00%
#2114 of 6285new13F
Soros Fund Management Family office
George Soros, Robert Soros, Jonathan Soros
$1.6M
0.02%
#200 of 251new13F
Point72 Hedge fund
Steve Cohen
$1.4M
0.00%
#1385 of 1945new13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

ALMR Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

91 filers24,523,646 shares$664.44M value
# Filer Shares Value % of Total % of Float Period
1 Sands Capital Alternatives, LLC 4,230,926 $114.62M 17.25% — 2026-06-30
2 Samsara BioCapital, LLC 2,480,310 $67.19M 10.11% — 2026-06-30
3 T. Rowe Price Investment Management, Inc. 2,202,597 $59.67M 8.98% — 2026-06-30
4 ARK Investment Management LLC 1,373,959 $37.22M 5.60% — 2026-06-30
5 BRAIDWELL LP 1,083,983 $29.37M 4.42% — 2026-06-30
6 AllianceBernstein L.P. 1,003,077 $27.17M 4.09% — 2026-06-30
7 HHLR ADVISORS, LTD. 956,462 $25.91M 3.90% — 2026-06-30
8 BlackRock, Inc. Custodian 911,445 $24.69M 3.72% — 2026-06-30
9 Millennium Management LLC Custodian 865,764 $23.45M 3.53% — 2026-06-30
10 FMR LLC Custodian 829,424 $22.47M 3.38% — 2026-06-30
11 PURA VIDA INVESTMENTS, LLC 755,909 $20.48M 3.08% — 2026-06-30
12 EMERALD ADVISERS, LLC 647,183 $17.53M 2.64% — 2026-06-30
13 Artisan Partners Limited Partnership 613,744 $16.63M 2.50% — 2026-06-30
14 DEERFIELD MANAGEMENT COMPANY, L.P. 600,000 $16.25M 2.45% — 2026-06-30
15 Vanguard Capital Management LLC 463,385 $12.55M 1.89% — 2026-06-30
16 FARALLON CAPITAL MANAGEMENT, L.L.C. 462,900 $12.54M 1.89% — 2026-06-30
17 Wellington Management Group LLP Custodian 457,974 $12.41M 1.87% — 2026-06-30
18 EMERALD MUTUAL FUND ADVISERS TRUST 422,127 $11.44M 1.72% — 2026-06-30
19 Ameriprise Financial, Inc. Custodian 418,965 $11.35M 1.71% — 2026-06-30
20 Geode Capital Management, LLC Custodian 330,134 $8.95M 1.35% — 2026-06-30
21 Woodline Partners LP 243,320 $6.59M 0.99% — 2026-06-30
22 NEW YORK STATE COMMON RETIREMENT FUND 200,758 $5.44M 0.82% — 2026-06-30
23 Citadel Advisors LLC Custodian 180,000 $4.88M 0.73% — 2026-06-30
24 LORD, ABBETT & CO. LLC 177,552 $4.81M 0.72% — 2026-06-30
25 LMR Partners LLP 175,000 $4.74M 0.71% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

ALMR Insider Trading (Form 4)

Latest: 2026-10-21
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-21 Qiming GP VIII-HC, LLC 10%+ Owner Sell (S) −1,522,584 $27.35 -$41.65M EDGAR
2026-10-19 Qiming Venture Partners VIII-HC, L.P. 10%+ Owner Sell (S) −1,215,711 $27.73 -$33.71M EDGAR
2026-09-16 John L. Brottem General Counsel Award (A) +29,000 — EDGAR
2026-09-03 Robert P Ragusa Director Award (A) +5,686 — EDGAR
2026-04-22 Qiming GP VIII-HC, LLC 10%+ Owner Mixed +74,161,829 — EDGAR
2026-04-20 Rebecca Chambers Director Other (J) — — EDGAR
2026-04-20 Justin J. McAnear Chief Financial Officer Award (A) +37,220 — EDGAR
2026-04-20 Frank Witney Director Other (J) — — EDGAR
2026-04-20 Nicholas Naclerio Director Mixed +6,369,298 $17.00 $4.00M EDGAR
2026-04-20 Timothy Ogden White President Mixed +37,220 — EDGAR
2026-04-20 Illumina Innovation Fund III, L.P. 10%+ Owner Mixed +31,818,060 $17.00 $20.00M EDGAR
2026-04-20 Yuling Luo Chief Executive Officer Mixed +3,051,675 — EDGAR
2026-04-20 Shiping Chen Chief Operating Officer Mixed +430,584 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

ALMR Insider Holdings

9 insiders · @ $29.39
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Qiming Venture Partners VIII-HC, L.P. 10%+ Owner 6,769,018 $198.94M -$33.71M 1 2026-10-19
2 Yuling Luo Chief Executive Officer 1,224,152 $35.98M $0 1 2026-04-20
3 Shiping Chen Chief Operating Officer 650,032 $19.10M $0 1 2026-04-20
4 Timothy Ogden White President 454,583 $13.36M $0 1 2026-04-20
5 Nicholas Naclerio Director 277,468 $8.15M $4.00M 1 2026-04-20
6 Illumina Innovation Fund III, L.P. 10%+ Owner 271,782 $7.99M $20.00M 1 2026-04-20
7 Justin J. McAnear Chief Financial Officer 37,220 $1.09M $0 1 2026-04-20
8 John L. Brottem General Counsel 29,000 $852.3K $0 1 2026-09-16
9 Robert P Ragusa Director 5,686 $167.1K $0 1 2026-09-03
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

ALMR Board & Officers

As of SEC filings through Oct 21, 2026

Directors 6

Officers 5

10% owners 7

Changes in the last 10 years (30)
Sep 14, 2026John L. Brottem became General Counsel
Sep 1, 2026Robert P Ragusa became a director
Apr 20, 2026Nicholas Naclerio reported in an SEC filing no longer being a director
Apr 20, 2026Nicholas Naclerio reported in an SEC filing no longer being a 10% owner
Apr 20, 2026Illumina Innovation Fund III, L.P. reported in an SEC filing no longer being a 10% owner
Apr 20, 2026Illumina Innovation Fund III GP, L.L.C. reported in an SEC filing no longer being a 10% owner
Apr 20, 2026Illumina Innovation Fund II, L.P. reported in an SEC filing no longer being a 10% owner
Apr 20, 2026Illumina Innovation Fund II GP, L.L.C. reported in an SEC filing no longer being a 10% owner
Apr 16, 2026Yuling Luo became a director
Apr 16, 2026Yuling Luo became Chief Executive Officer
Apr 16, 2026Timothy Ogden White became President
Apr 16, 2026Shiping Chen became a director
Apr 16, 2026Shiping Chen became Chief Operating Officer
Apr 16, 2026Rebecca Chambers became a director
Apr 16, 2026Qiming Venture Partners VIII-HC, L.P. became a 10% owner
Apr 16, 2026Qiming Venture Partners VIII Investments, LLC became a 10% owner
Apr 16, 2026Qiming Venture Partners VI, L.P. became a 10% owner
Apr 16, 2026Qiming Managing Directors Fund VI, L.P. became a 10% owner
Apr 16, 2026Qiming GP VIII-HC, LLC became a 10% owner
Apr 16, 2026Qiming GP VIII, LLC became a 10% owner
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

ALMR Proposed Insider Sales (Form 144)

Latest: 2026-10-14
Last 30d: 4 filings · $56.4M notice value  ·  Last 90d: 4 filings · $56.4M notice value · 4 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Qiming Venture Partners VI, L.P. (1, $36.7M) · Qiming Venture Partners VIII-HC, L.P. (1, $10.2M) · Qiming Venture Partners VIII Investments, LLC (1, $8.6M) · Qiming Managing Directors Fund VI, L.P. (1, $987K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-10-14 Qiming Venture Partners VIII-HC, L.P. Affiliate 435,468 $10.24M 2026-10-14 J.P. Morgan Securities LLC — EDGAR
2026-10-14 Qiming Venture Partners VIII Investments, LLC Affiliate 363,729 $8.55M 2026-10-14 J.P. Morgan Securities LLC — EDGAR
2026-10-14 Qiming Venture Partners VI, L.P. Affiliate 1,558,858 $36.66M 2026-10-14 J.P. Morgan Securities LLC — EDGAR
2026-10-14 Qiming Managing Directors Fund VI, L.P. Affiliate 41,945 $987.0K 2026-10-14 J.P. Morgan Securities LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
19 ETFs hold ALMR
19 shown · $31.92M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $10.9M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.01% $9.5M $75.1B 2026-10-20
3 VXF Vanguard Extended Market ETF Vanguard 0.00% $4.3M — 2026-09-30
4 VTWO Vanguard Russell 2000 ETF Vanguard 0.02% $2.7M — 2026-09-30
5 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.02% $2.4M $13.6B 2026-10-20
6 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.01% $1.1M $13.7B 2026-10-20
7 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.02% $348,332 — 2026-09-30
8 RSSL Global X Russell 2000 ETF Global X 0.01% $203,544 — 2026-10-21
9 LFSC F/m Emerald Life Sciences Innovation ETF Nport 0.18% $192,994 — 2026-05-31
10 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.01% $129,977 — 2026-09-30
11 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $38,669 — 2026-09-30
12 ITWO ProShares Russell 2000 High Income ETF ProShares 0.01% $24,531 — 2026-10-21
13 URTY ProShares UltraPro Russell2000 ProShares 0.01% $19,090 — 2026-10-21
14 ISCB iShares Morningstar Small-Cap ETF Nport 0.01% $15,850 — 2026-07-31
15 UWM ProShares Ultra Russell2000 ProShares 0.01% $12,328 — 2026-10-21
16 RESM Columbia Research Enhanced Small Cap ETF Nport 0.05% $1,815 — 2026-06-30
17 HDG ProShares Hedge Replication ETF ProShares 0.00% $503 — 2026-10-21
18 RB ProShares Russell 2000 Dynamic Buffer ETF ProShares 0.01% $126 — 2026-10-21
19 ARKG ARK Genomic Revolution ETF ARK Invest 1.56% — — 2026-10-21
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.