CBK Commercial Bancgroup, Inc. Common Stock
XNAS
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.
CBK
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Key stats
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- Market Cap
- $0.4B
- Employees
- 298
- List Date
- 2025-10-02
- CIK
- 0001981546
- Next Earnings
- 2026-10-26 (After-Close)
- Headquarters
- Harrogate, TN
- Homepage
- https://www.cbtn.com
Commercial Bancgroup Inc is a bank holding company. Through its subsidiary, it operates as a full-service community banking institution offering traditional consumer and commercial products and services to businesses and individuals in select markets in Kentucky, North Carolina, and Tennessee. In Tennessee, its service areas include the metropolitan statistical areas of Nashville Davidson, Murfreesboro, Franklin, Knoxville, and the Tri Cities region of Kingsport, Bristol, and Johnson City, as well as Claiborne County, Cocke County, Union County, Hamblen County, and their surrounding areas.
Summary
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composite
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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 | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | 9.20% | 9.20% |
| Feb | -- | -3.45% | -3.45% |
| Mar | -- | -0.80% | -0.80% |
| Apr | -- | 7.98% | 7.98% |
| May | -- | -0.38% | -0.38% |
| Jun | -- | 11.15% | 11.15% |
| Jul | -- | 3.92% | 3.92% |
| Aug | -- | -2.65% | -2.65% |
| Sep | -- | -7.11% | -7.11% |
| Oct | 1.87% | -0.60%* | 0.64% |
| Nov | 0.94% | -- | 0.94% |
| Dec | -0.59% | -- | -0.59% |
| Total | 2.22% | 16.81% | 9.51% |
* Only 2 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: $31.44
SMA 50: $32.90
SMA 200: $29.78
Current: $31.28
EMA 12: $31.39
EMA 26: $31.82
MACD: -0.4248 | Signal: 0.0898
BEARISH
ADX (14): 18.83
RANGE
+DI: 15.42
−DI: 22.20
Momentum Oscillators
RSI (14): 41.34
NEUTRAL
Stoch %K: 37.04
Stoch %D: 42.56
Williams %R: -64.20
Volume & Volatility
BB Upper: $32.06
BB Lower: $30.82
NEUTRAL
OBV: 4,761,848
Vol SMA 20: 32,471
Vol ROC: -9.27%
ATR: $0.75
True Range: $0.61
HV 20: 15.8%
HV 30: 16.2%
HV 60: 17.8%
Data Summary
Data Points: 265
Last Updated:
Date Range: 2025-10-02T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: CBK
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Bullish momentum signals from MACD
- Strong trend indicators from ADX and SMAs
- Neutral RSI reading
Primary Risks:
- Potential for mean reversion from overbought condition
- Risk of a technical correction if price touches upper Bollinger Band
Investment Thesis: CBK is in a strong uptrend, with bullish momentum signals from MACD. While the stock has reached an overbought level according to RSI, the trend indicators suggest continued upward movement.
Recent News Sentiment Impact: The recent news headline about the potential impact of a government shutdown on CBK's IPO stream was neutral, having no significant effect on the stock price.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Bullish
- Long-term (3-12 months): Bullish
Support/Resistance Levels:
- Upper Bollinger Band ($33.96)
- Middle Line SMA 50 ($30.22)
Momentum Signals:
- RSI interpretation: Overbought (>70) but still trending upward
- MACD signal: Bullish (above signal line)
- Bollinger Bands position: Squeeze
Volume Analysis:
- Volume SMA 20: 100046.90 (decreasing volume)
- On-Balance Volume (OBV): 4702347.99 (increasing OBV)
- Volume Rate of Change: -47.27% (declining volume)
News & Sentiment Analysis
Recent Headlines Summary: No significant news headlines in the last 10 articles.
Sentiment Assessment: Neutral sentiment from recent news headlines.
Catalyst Identification: No upcoming events or earnings releases that could impact the stock price.
Market Narrative: The strong uptrend and bullish momentum signals suggest a positive market narrative, with CBK's stock price moving higher alongside the broader market.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to the market (beta 0.34).
Volatility Regime: Current volatility is low compared to historical levels.
Options Market Signals:
- IV Premium vs HV30: N/A (positive = implied richer than realized)
Downside Protection:
- Support level from Middle Line SMA 50 ($30.22)
- Risk management considerations: Stop-loss levels and position sizing considerations
Market Context & Positioning
Sector Performance: CBK is performing relatively well within its sector.
Institutional Activity: No unusual institutional activity detected.
Correlation Analysis: CBK's price movement is correlated with the broader market (R-squared 0.21).
Relative Valuation: The stock is positioned within a trading range, with potential for further upward movement.
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band ($33.96)
- Middle Line SMA 50 ($30.22)
Breakout/Breakdown Levels:
- Technical levels that could trigger significant moves: Upper and Lower Bollinger Bands
Time-Sensitive Catalysts: No upcoming events or earnings releases that could impact the stock price.
Risk Management:
- Stop-loss levels and position sizing considerations based on risk tolerance.
This report provides a comprehensive analysis of CBK's technical, news, and risk factors. The strong uptrend and bullish momentum signals from MACD suggest continued upward movement, while the neutral RSI reading and low volatility indicate potential for mean reversion or technical correction.
Generated
News
All CBK news →
CBK 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:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow 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 sideWhich 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
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
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: 0.3099
Alpha: 19.44%
Correlation: 0.1865
R-Squared: 3.5%
Stock Volatility: 21.1%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own CBK
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $1.2M | #2224 of 3138 | +279.6% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $465K | #3204 of 3716 | +13.4% | 13F | |
| Citadel Hedge fund Ken Griffin | $294K | #5084 of 6285 | new | 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
CBK Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
CBK Insider Trading (Form 4)
Latest: 2026-10-01Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Terry L Lee | President and CEO | Mixed | +8,925 | $31.56 | -$165.4K | EDGAR |
| 2026-09-28 | John Adam Robertson | Executive Chairperson | Buy (P) | +70 | $32.69 | $2.3K | EDGAR |
| 2026-08-27 | Philip J. Metheny | EVP, Chief Financial Officer | Buy (P) | +770 | $34.70 | $26.7K | EDGAR |
| 2026-08-21 | Philip J. Metheny | EVP, Chief Financial Officer | Buy (P) | +150 | $33.77 | $5.1K | EDGAR |
| 2026-08-04 | Philip J. Metheny | EVP, Chief Financial Officer | Buy (P) | +850 | $34.74 | $29.5K | EDGAR |
| 2026-05-08 | James J Shoffner | Director | Award (A) | +836 | — | EDGAR | |
| 2026-05-08 | Martha S. Spurlock | Director | Award (A) | +836 | — | EDGAR | |
| 2026-05-08 | III Sam A. Mars | Director | Award (A) | +836 | — | EDGAR | |
| 2026-05-08 | Charles L. Yates | Director | Will (W) | −72,581 | — | EDGAR | |
| 2026-05-08 | Dennis Michael Robertson | Director | Award (A) | +836 | — | EDGAR | |
| 2026-05-08 | Aaron A. Robertson | Director | Award (A) | +836 | — | EDGAR | |
| 2026-05-08 | Alan C. Neely | Director | Award (A) | +836 | — | EDGAR | |
| 2026-05-01 | Philip J. Metheny | EVP, Chief Financial Officer | Buy (P) | +3,300 | $29.02 | $95.8K | EDGAR |
| 2026-04-27 | Robertson Holding Company, L.P. | 10%+ Owner | Other (J) | −2,204,391 | — | EDGAR | |
| 2026-04-27 | Aaron A. Robertson | Director | Other (J) | −1,112,931 | — | 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.
CBK Insider Holdings
13 insiders · @ $31.28
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 | Robertson Holding Company, L.P. | 10%+ Owner | 1,647,925 | $51.55M | -$67.14M | 2 | 2026-04-27 |
| 2 | Martha S. Spurlock | Director | 1,264,131 | $39.54M | -$44.37M | 3 | 2026-05-08 |
| 3 | Unified Shares LLC | 10%+ Owner | 1,167,820 | $36.53M | -$41.48M | 1 | 2025-10-07 |
| 4 | John Adam Robertson | Executive Chairperson | 1,158,801 | $36.25M | -$68.51M | 4 | 2026-09-28 |
| 5 | Terry L Lee | President and CEO | 530,341 | $16.59M | $0 | 1 | 2026-10-01 |
| 6 | Charles L. Yates | Director | 79,284 | $2.48M | $200.0K | 4 | 2026-05-08 |
| 7 | Alan C. Neely | Director | 38,381 | $1.20M | -$11.34M | 3 | 2026-05-08 |
| 8 | Jr. Richard C. Sprinkle | EVP, Chief Credit Officer | 26,847 | $839.8K | $100.0K | 2 | 2026-01-05 |
| 9 | Dennis Michael Robertson | Director | 23,453 | $733.6K | -$643.8K | 4 | 2026-05-08 |
| 10 | III Sam A. Mars | Director | 19,231 | $601.5K | -$546.0K | 3 | 2026-05-08 |
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.
CBK Board & Officers
As of SEC filings through Oct 1, 2026Directors 9
- Aaron A. Robertson · since Oct 1, 2025
- Alan C. Neely · since Oct 1, 2025
- Charles L. Yates · since Oct 1, 2025
- Dennis Michael Robertson · since Oct 1, 2025
- III Sam A. Mars · since Oct 1, 2025
- James J Shoffner · since Oct 1, 2025
- John Adam Robertson · since Oct 1, 2025
- Martha S. Spurlock · since Oct 1, 2025
- Terry L Lee · since Oct 1, 2025
Officers 4
- Terry L Lee · President and CEO · since Oct 1, 2025
- Philip J. Metheny · EVP, Chief Financial Officer · since Oct 1, 2025
- Jr. Richard C. Sprinkle · EVP, Chief Credit Officer · since Oct 1, 2025
- John Adam Robertson · Executive Chairperson · since Oct 1, 2025
10% owners 2
- Martha S. Spurlock · since Oct 1, 2025
- Robertson Holding Company, L.P. (entity) · since Oct 1, 2025
Changes in the last 10 years (21)
| Apr 27, 2026 | John Adam Robertson no longer listed as a 10% owner in SEC filings |
| Apr 27, 2026 | Aaron A. Robertson no longer listed as a 10% owner in SEC filings |
| Oct 7, 2025 | Unified Shares LLC reported in an SEC filing no longer being a 10% owner |
| Oct 1, 2025 | Unified Shares LLC became a 10% owner |
| Oct 1, 2025 | Terry L Lee became a director |
| Oct 1, 2025 | Terry L Lee became President and CEO |
| Oct 1, 2025 | Robertson Holding Company, L.P. became a 10% owner |
| Oct 1, 2025 | Philip J. Metheny became EVP, Chief Financial Officer |
| Oct 1, 2025 | Martha S. Spurlock became a director |
| Oct 1, 2025 | Martha S. Spurlock became a 10% owner |
| Oct 1, 2025 | Jr. Richard C. Sprinkle became EVP, Chief Credit Officer |
| Oct 1, 2025 | John Adam Robertson became a director |
| Oct 1, 2025 | John Adam Robertson became a 10% owner |
| Oct 1, 2025 | John Adam Robertson became Executive Chairperson |
| Oct 1, 2025 | James J Shoffner became a director |
| Oct 1, 2025 | III Sam A. Mars became a director |
| Oct 1, 2025 | Dennis Michael Robertson became a director |
| Oct 1, 2025 | Charles L. Yates became a director |
| Oct 1, 2025 | Alan C. Neely became a director |
| Oct 1, 2025 | Aaron A. Robertson became a director |
| Oct 1, 2025 | Aaron A. Robertson 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.
ETF Holders
65 ETFs hold CBK
25 shown · $1.54B total exposure · 0.09% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.07% | $434.5M | — | 2026-09-30 |
| 2 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.09% | $286.6M | — | 2026-09-30 |
| 3 | IEFA iShares Core MSCI EAFE ETF | iShares (BlackRock) | 0.10% | $187.9M | $191.0B | 2026-10-20 |
| 4 | EFA iShares MSCI EAFE ETF | iShares (BlackRock) | 0.11% | $87.4M | $77.3B | 2026-10-20 |
| 5 | VGK Vanguard FTSE Europe ETF | Vanguard | 0.19% | $70.8M | — | 2026-09-30 |
| 6 | VEU Vanguard FTSE All-World Ex-US ETF | Vanguard | 0.07% | $70.0M | — | 2026-09-30 |
| 7 | SPDW State Street® SPDR® Portfolio Developed World ex-US ETF | SPDR (State Street) | 0.13% | $54.3M | $40.9B | 2026-10-20 |
| 8 | VYMI Vanguard International High Dividend Yield ETF | Vanguard | 0.16% | $35.1M | — | 2026-09-30 |
| 9 | EFG iShares MSCI EAFE Growth ETF | iShares (BlackRock) | 0.23% | $34.7M | $15.1B | 2026-10-20 |
| 10 | IXUS iShares Core MSCI Total International Stock ETF | iShares (BlackRock) | 0.06% | $34.4M | $58.1B | 2026-10-20 |
| 11 | VWO Vanguard FTSE Emerging Markets ETF | Vanguard | 0.02% | $31.8M | — | 2026-09-30 |
| 12 | EZU iShares MSCI Eurozone ETF | iShares (BlackRock) | 0.34% | $31.1M | $9.3B | 2026-10-20 |
| 13 | IDEV iShares Core MSCI International Developed Markets ETF | iShares (BlackRock) | 0.09% | $30.4M | $34.0B | 2026-10-20 |
| 14 | VT Vanguard Total World Stock ETF | Vanguard | 0.03% | $25.9M | — | 2026-09-30 |
| 15 | EUFN iShares MSCI Europe Financials ETF | iShares (BlackRock) | 0.72% | $22.3M | $3.1B | 2026-10-20 |
| 16 | EWG iShares MSCI Germany ETF | iShares (BlackRock) | 1.32% | $20.1M | $1.5B | 2026-10-20 |
| 17 | IEUR iShares Core MSCI Europe ETF | iShares (BlackRock) | 0.16% | $15.3M | $9.5B | 2026-10-20 |
| 18 | ACWX iShares MSCI ACWI ex U.S. ETF | iShares (BlackRock) | 0.07% | $12.4M | $17.7B | 2026-10-20 |
| 19 | ESGD iShares ESG Aware MSCI EAFE ETF | iShares (BlackRock) | 0.10% | $11.5M | $11.9B | 2026-10-20 |
| 20 | IVLU iShares MSCI Intl Value Factor ETF | iShares (BlackRock) | 0.24% | $10.6M | $4.5B | 2026-10-20 |
| 21 | ACWI iShares MSCI ACWI ETF | iShares (BlackRock) | 0.02% | $7.7M | $33.0B | 2026-10-20 |
| 22 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $7.6M | — | 2026-09-30 |
| 23 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $7.1M | $75.1B | 2026-10-20 |
| 24 | VSGX Vanguard ESG International Stock ETF | Vanguard | 0.08% | $5.5M | — | 2026-10-20 |
| 25 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.02% | $5.4M | $31.4B | 2026-10-20 |
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.