AOMR Angel Oak Mortgage REIT, Inc.

XNYS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

AOMR — —
Key stats
About
Industry (SIC)
REAL ESTATE (6500) · industry map
Exchange
XNYS
Market Cap
$0.2B
Employees
800
List Date
2021-06-17
CIK
0001766478
Next Earnings
2026-11-03 (Pre-Market)
EPS Forecast
$0.28 (2 est.)
Headquarters
Atlanta, GA
Homepage
https://www.angeloakreit.com

Angel Oak Mortgage REIT Inc is a real estate finance company focused on acquiring and investing in first and second lien non-QM loans and other mortgage-related assets in the U.S. mortgage market. Its objective is to generate attractive risk-adjusted returns for its stockholders, through cash distributions and capital appreciation, across interest rate and credit cycles. The company operates in a single operating segment, which is to acquire, invest in, and finance mortgage-related assets.

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
'21'22'23'24'25'26Avg
Jan--1.73%48.41%-1.20%9.66%4.42%12.60%
Feb---4.64%-8.29%-3.94%-1.58%-4.88%-4.67%
Mar--3.01%-3.05%2.68%-0.31%-5.63%-0.66%
Apr---4.09%4.04%-1.86%0.53%11.29%1.98%
May---3.59%-3.80%14.61%-4.00%-10.83%-1.52%
Jun-4.18%-8.35%11.50%5.65%6.08%11.41%3.69%
Jul7.54%5.52%17.04%-3.23%-2.11%-2.69%3.68%
Aug-5.61%-6.35%-1.06%-10.53%7.29%-5.47%-3.62%
Sep-6.41%-8.55%-7.88%-6.79%-1.99%-10.98%-7.10%
Oct1.31%-12.38%0.97%-12.93%-4.02%0.41%*-4.44%
Nov-7.54%-28.85%23.95%9.49%-3.08%---1.21%
Dec-0.67%-31.55%1.53%-5.40%-3.15%---7.85%
Total-15.30%-67.34%99.60%-15.72%2.15%-14.79%-1.90%
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: $7.25
SMA 50: $7.87
SMA 200: $8.50
Current: $7.30
EMA 12: $7.21
EMA 26: $7.41
MACD: -0.1994 | Signal: 0.0436
BEARISH
ADX (14): 37.43
TREND
+DI: 16.39
−DI: 19.99

Momentum Oscillators

RSI (14): 45.81
NEUTRAL
Stoch %K: 51.06
Stoch %D: 39.20
Williams %R: -27.66

Volume & Volatility

BB Upper: $7.53
BB Lower: $6.96
NEUTRAL
OBV: -7,039,533
Vol SMA 20: 119,923
Vol ROC: -92.33%
ATR: $0.21
True Range: $0.26
HV 20: 31.3%
HV 30: 29.5%
HV 60: 27.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

Click Frenzy-Pro™ for an AI analysis of this ticker.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

AOMR Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

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: 0.4169
Alpha: -28.09%
Correlation: 0.2070
R-Squared: 4.3%
Stock Volatility: 25.7%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own AOMR
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$870K
0.00%
#2378 of 3138+207.0%13F

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

AOMR 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.

82 filers17,519,732 shares$158.57M value
# Filer Shares Value % of Total % of Float Period
1 Morgan Stanley Custodian 5,172,061 $46.96M 29.62% — 2026-06-30
2 Victory Capital Management Inc. 2,138,589 $19.42M 12.25% — 2026-06-30
3 Davidson Kempner Capital Management LP 1,858,320 $16.87M 10.64% — 2026-06-30
4 BlackRock, Inc. Custodian 1,344,764 $12.21M 7.70% — 2026-06-30
5 MASTERS CAPITAL MANAGEMENT LLC 1,000,000 $9.08M 5.73% — 2026-06-30
6 Vanguard Group Inc Custodian 948,609 $8.17M 5.15% — 2025-12-31
7 Vanguard Capital Management LLC 884,284 $8.03M 5.06% — 2026-06-30
8 JACOBS ASSET MANAGEMENT, LLC 444,585 $4.04M 2.55% — 2026-06-30
9 State Street Corp 431,427 $3.92M 2.47% — 2026-06-30
10 WOLVERINE ASSET MANAGEMENT LLC 399,630 $3.63M 2.29% — 2026-06-30
11 Geode Capital Management, LLC Custodian 397,428 $3.61M 2.28% — 2026-06-30
12 Wells Fargo & Company Custodian 222,684 $2.02M 1.28% — 2026-06-30
13 RIVERBRIDGE PARTNERS LLC 199,078 $1.81M 1.14% — 2026-06-30
14 JPMorgan Chase & Co Custodian 184,255 $1.65M 1.04% — 2026-06-30
15 North Ground Capital 164,369 $1.49M 0.94% — 2026-06-30
16 Penserra Capital Management LLC 151,336 $1.37M 0.87% — 2026-06-30
17 UBS Group AG Custodian 150,817 $1.37M 0.86% — 2026-06-30
18 Northern Trust Corp Custodian 145,905 $1.32M 0.84% — 2026-06-30
19 Vanguard Portfolio Management LLC 114,287 $1.04M 0.65% — 2026-06-30
20 Vanguard Fiduciary Trust Co 105,453 $957.51K 0.60% — 2026-06-30
21 Goldman Sachs Group Inc Custodian 102,092 $927.00K 0.58% — 2026-06-30
22 RENAISSANCE TECHNOLOGIES LLC 95,863 $870.44K 0.55% — 2026-06-30
23 Ameriprise Financial, Inc. Custodian 91,293 $833.52K 0.53% — 2026-06-30
24 JACOBS LEVY EQUITY MANAGEMENT, INC 81,107 $736.45K 0.46% — 2026-06-30
25 STATE OF WISCONSIN INVESTMENT BOARD 72,219 $655.75K 0.41% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

AOMR Insider Trading (Form 4)

Latest: 2026-09-28
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
2026-09-28 Michael Fierman Director Buy (P) +38,726 $7.50 $290.5K EDGAR
2026-09-23 Brandon Filson CFO & Treasurer Sell (S) −65,000 $7.93 -$515.4K EDGAR
2026-09-10 W D Minami Director Buy (P) +6,800 $8.10 $55.1K EDGAR
2026-08-18 Brandon Filson CFO & Treasurer Award (A) +82,024 — EDGAR
2026-07-02 Brandon Filson CFO & Treasurer Award (A) +20,303 $9.03 $183.3K EDGAR
2026-05-26 W D Minami Director Buy (P) +10,000 $8.15 $81.5K EDGAR
2026-05-21 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10%+ Owner Disp (D) −5,383,059 $8.36 -$45.00M EDGAR
2026-05-14 Jonathan Morgan Director Award (A) +11,737 $8.52 $100.0K EDGAR
2026-05-14 Landon Parsons Director Award (A) +11,737 $8.52 $100.0K EDGAR
2026-05-14 Noelle Savarese Director Award (A) +11,737 $8.52 $100.0K EDGAR
2026-05-14 W D Minami Director Award (A) +11,737 $8.52 $100.0K EDGAR
2026-05-14 Craig B Jones Director Award (A) +11,737 $8.52 $100.0K EDGAR
2026-03-24 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10%+ Owner Sell (S) −1,444,611 $7.87 -$11.37M EDGAR
2025-11-19 W D Minami Director Buy (P) +3,441 $8.32 $28.6K EDGAR
2025-09-19 Brandon Filson CFO & Treasurer Sell (S) −50,000 $9.78 -$489.1K 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.

AOMR Insider Holdings

8 insiders · @ $7.30
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 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10%+ Owner 1,858,320 $13.57M -$53.52M 7 2026-05-21
2 Michael Fierman Director 420,247 $3.07M $6.75M 3 2026-09-28
3 Brandon Filson CFO & Treasurer 107,815 $787.0K -$1.68M 18 2026-09-23
4 W D Minami Director 87,118 $636.0K $409.5K 13 2026-09-10
5 Jonathan Morgan Director 64,677 $472.1K $143.0K 13 2026-05-14
6 Craig B Jones Director 51,308 $374.5K $0 6 2026-05-14
7 Landon Parsons Director 49,832 $363.8K $0 7 2026-05-14
8 Noelle Savarese Director 37,981 $277.3K $0 4 2026-05-14
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.

AOMR Board & Officers

As of SEC filings through Sep 28, 2026

Directors 9

Officers 1

10% owners 2

Changes in the last 10 years (38)
May 20, 2026Xylem Finance LLC is no longer a 10% owner, per their own SEC filing
May 20, 2026Davidson Kempner Capital Management LP is no longer a 10% owner, per their own SEC filing
May 20, 2026Anthony Alexander Yoseloff is no longer a 10% owner, per their own SEC filing
Jun 17, 2025Tian ce (David) Zhong became a director
Jun 17, 2025Tian ce (David) Zhong became a 10% owner
Oct 18, 2023Noelle Savarese became a director
Jul 20, 2023Christine Jurinich reported in an SEC filing no longer being a director
Mar 8, 2023The company announced the departure of Dory Black as General Counsel and Secretary in an SEC filing
Sep 28, 2022The company announced the departure of Robert Joab Williams as CEO & President in an SEC filing
Sep 28, 2022Sreeniwas Prabhu became CEO & President
Feb 9, 2022Vpip Ao Mf LLC reported in an SEC filing no longer being a 10% owner
Jan 24, 2022Jonathan Morgan became a director
Nov 15, 2021Nancy R Davis reported in an SEC filing no longer being a director
Jun 23, 2021Edward McLean Cummings first listed as a 10% owner in an SEC filing
Jun 21, 2021Xylem Finance LLC became a 10% owner
Jun 21, 2021Vpip Ao Mf LLC became a 10% owner
Jun 21, 2021Stanley Morgan became a 10% owner
Jun 21, 2021Project Atlanta GP LLC became a 10% owner
Jun 21, 2021North Haven Tactical Value Fund LP became a 10% owner
Jun 21, 2021Nancy R Davis became a director
Not reported recently (9)
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.

AOMR Proposed Insider Sales (Form 144)

Latest: 2026-09-22
Last 30d: 1 filing · $518K notice value  ·  Last 90d: 1 filing · $518K notice value · 1 unique filer

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: Filson Brandon (1, $518K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-22 Filson Brandon Officer 65,000 $518.0K 2026-09-22 Charles Schwab Corp. — EDGAR
2026-07-14 Davidson Kempner Capital Management LP(1) Shareholder (1) 700,000 $6.31M 2026-07-14 J.P. Morgan Securities LLC — EDGAR
2026-03-20 Davidson Kempner Capital Management LP (1) Shareholder (1) 481,537 $4.04M 2026-03-20 J.P. Morgan Securities LLC — EDGAR
2025-09-17 Filson Brandon Officer 50,000 $484.0K 2025-09-17 Charles Schwab & Co — EDGAR
2025-08-21 Davidson Kempner Capital Management LP (1) Shareholder (1) 595,000 $5.95M 2025-08-21 J.P. Morgan Securities LLC — EDGAR
2025-05-15 Davidson Kempner Capital Management LP (1) Shareholder (1) 452,659 $4.58M 2025-05-15 J.P. Morgan Securities LLC — EDGAR
2024-08-29 Filson Brandon Officer 30,000 $344.4K 2024-08-29 Charles Schwab Corp. — EDGAR
2024-08-14 Morgan Jonathan Director 5,000 $59.6K 2024-08-14 Charles Schwab Corp — EDGAR
2024-08-12 Morgan Jonathan Director 5,000 $59.6K 2024-08-12 Charles Schwab Corp — EDGAR
2023-11-21 Filson Brandon Officer 24,371 $255.4K 2023-11-21 Charles Schwab Corp. — 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
21 ETFs hold AOMR
21 shown · $16.67M 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% $5.2M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.00% $3.4M $75.1B 2026-10-20
3 REM iShares Mortgage Real Estate ETF iShares (BlackRock) 0.47% $2.1M $446.2M 2026-10-20
4 VXF Vanguard Extended Market ETF Vanguard 0.00% $1.6M — 2026-09-30
5 RIET Hoya Capital High Dividend Yield ETF Nport 1.12% $1.2M — 2026-05-31
6 VTWO Vanguard Russell 2000 ETF Vanguard 0.00% $839,164 — 2026-09-30
7 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.01% $755,575 $13.7B 2026-10-20
8 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.00% $526,392 $13.6B 2026-10-20
9 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.04% $447,055 $1.2B 2026-10-20
10 DVDN Kingsbarn Dividend Opportunity ETF Nport 4.47% $157,346 — 2026-04-30
11 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.00% $131,688 — 2026-07-31
12 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.00% $78,862 — 2026-09-30
13 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.01% $75,526 — 2026-09-30
14 RSSL Global X Russell 2000 ETF Global X 0.01% $67,628 — 2026-10-21
15 OMFS Invesco Russell 2000 Dynamic Multifactor ETF Nport 0.01% $23,530 — 2026-05-31
16 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $17,345 — 2026-09-30
17 ITWO ProShares Russell 2000 High Income ETF ProShares 0.00% $8,122 — 2026-10-21
18 URTY ProShares UltraPro Russell2000 ProShares 0.00% $6,319 — 2026-10-21
19 UWM ProShares Ultra Russell2000 ProShares 0.00% $4,104 — 2026-10-21
20 HDG ProShares Hedge Replication ETF ProShares 0.00% $170 — 2026-10-21
21 RB ProShares Russell 2000 Dynamic Buffer ETF ProShares 0.01% $71 — 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.