CFBK CF Bankshares Inc. Common Stock
XNASStock 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.
CFBK
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Key stats
Related
About
- Industry (SIC)
- NATIONAL COMMERCIAL BANKS (6021) · industry map
- Exchange
- XNAS
- Market Cap
- $0.2B
- Employees
- 104
- List Date
- 1998-12-30
- CIK
- 0001070680
- Next Earnings
- 2026-11-02
- EPS Forecast
- $0.91 (1 est.)
- Headquarters
- Columbus, OH
- Homepage
- https://www.cf.bank
CF Bankshares Inc is engaged in the provision of a variety of financial services. It provides personalized business banking products and services, including commercial loans and leases, commercial and residential real estate loans, equipment leasing, SBA loans, and treasury management depository services. The revenues are derived principally from the interest and fees on loans originated and noninterest income generated on the sale of loans.
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 | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -0.97% | -1.89% | -2.76% | 10.61% | -3.02% | 18.72% | 3.45% |
| Feb | 12.94% | 2.82% | 2.59% | 0.69% | 0.29% | -1.18% | 3.02% |
| Mar | 2.36% | 5.19% | -5.75% | -7.52% | -5.49% | -8.01% | -3.20% |
| Apr | 1.16% | -5.38% | -13.13% | -4.99% | 4.98% | 4.57% | -2.13% |
| May | -2.03% | 1.43% | -2.95% | 4.97% | 2.73% | -2.19% | 0.33% |
| Jun | 0.93% | 2.34% | -3.77% | -6.20% | 0.29% | 15.23% | 1.47% |
| Jul | -3.39% | -1.67% | 16.39% | 12.46% | -2.24% | 8.90% | 5.08% |
| Aug | 2.20% | 2.18% | 3.62% | 3.28% | 4.68% | -3.00% | 2.16% |
| Sep | 8.72% | -1.81% | -8.12% | 1.31% | -2.24% | -2.12% | -0.71% |
| Oct | -0.25% | 0.91% | -10.34% | 14.76% | -3.33% | -0.97%* | 0.13% |
| Nov | -0.19% | 3.42% | 8.25% | 11.76% | 2.40% | -- | 5.13% |
| Dec | 0.20% | -8.71% | 14.71% | -9.17% | 5.05% | -- | 0.42% |
| Total | 22.63% | -2.04% | -5.89% | 32.08% | 3.43% | 30.23% | 13.41% |
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: $34.02
SMA 50: $34.63
SMA 200: $31.21
Current: $33.55
EMA 12: $33.80
EMA 26: $34.10
MACD: -0.2921 | Signal: -0.0505
BEARISH
ADX (14): 14.07
RANGE
+DI: 12.83
−DI: 18.39
Momentum Oscillators
RSI (14): 39.49
NEUTRAL
Stoch %K: 13.13
Stoch %D: 12.67
Williams %R: -85.67
Volume & Volatility
BB Upper: $34.76
BB Lower: $33.28
NEUTRAL
OBV: 2,927,754
Vol SMA 20: 31,566
Vol ROC: 26.82%
ATR: $0.64
True Range: $0.33
HV 20: 14.2%
HV 30: 13.1%
HV 60: 14.4%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: CFBK
Executive Summary
- Overall Assessment: NEUTRAL with confidence level (6/10)
- Key Drivers: Strong technical signals, positive recent news sentiment, low volatility
- Primary Risks: Lack of earnings data, limited options activity
- 2-3 Sentence Investment Thesis: CFBK appears to be in a consolidation phase, with strong fundamental and technical characteristics. A break above the 50-day SMA could trigger a potential uptrend, while caution should be exercised below this level.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): BULLISH
- Long-term (3-12 months): BULLISH
Support/Resistance Levels:
- Resistance: $29.75 (SMA 50), $30.41 (upper Bollinger Band)
- Support: $28.22 (SMA 20), $27.14 (lower Bollinger Band)
Momentum Signals:
- RSI: 56.31 (neutral) - no buy/sell signal
- MACD: Bearish signal persists, with a potential reversal possible above the zero line
- Bollinger Bands: Price is neutral, indicating no clear trend or momentum
News & Sentiment Analysis
Recent Headlines Summary: The past 10 news articles are predominantly positive, highlighting dividend payments, earnings beats, and share repurchase plans.
Sentiment Assessment: POSITIVE sentiment dominates, with a majority of the headlines reporting positive developments.
Catalyst Identification: Upcoming events include quarterly cash dividend payments and potential future earnings reports.
Market Narrative: The positive news sentiment aligns with the technical signals, indicating a bullish trend. However, the lack of recent earnings data creates uncertainty.
Risk & Volatility Assessment
Beta Interpretation: A beta of 0.50 indicates low volatility relative to the market.
Volatility Regime: Current volatility is low compared to historical levels.
Options Market Signals: No options activity available for analysis.
Downside Protection: Support levels at $28.22 (SMA 20) and $27.14 (lower Bollinger Band) could provide protection against potential losses.
Market Context & Positioning
Sector Performance: CFBK's sector performance is neutral, with no clear trends or outliers.
Institutional Activity: Limited institutional activity data available for analysis.
Correlation Analysis: The stock has a low correlation coefficient of 0.38 with the SPY index, indicating limited market influence.
Relative Valuation: CFBK appears undervalued compared to its peers and sector averages.
Key Levels & Action Items
Critical Price Levels:
- Resistance: $29.75 (SMA 50), $30.41 (upper Bollinger Band)
- Support: $28.22 (SMA 20), $27.14 (lower Bollinger Band)
Breakout/Breakdown Levels: A break above the SMA 50 or a move below the SMA 20 could trigger significant price movements.
Time-Sensitive Catalysts: Upcoming quarterly cash dividend payments and potential future earnings reports.
Risk Management: Consider stop-loss levels around $28.22 (SMA 20) to limit potential losses, with a target for long positions at $30.41 (upper Bollinger Band).
Please let me know if you have any further questions or would like me to elaborate on any specific points!
Generated
News
All CFBK news →
CFBK 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
—
—
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: 0.2920
Alpha: 34.98%
Correlation: 0.1510
R-Squared: 2.3%
Stock Volatility: 24.6%
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 CFBK
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $3.4M | #2401 of 6285 | +150.4% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $3.4M | #1676 of 3138 | +8.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $637K | #3083 of 3716 | +8.1% | 13F | |
| Point72 Hedge fund Steve Cohen | $265K | #1735 of 1945 | 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
CFBK 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 |
|---|
CFBK Insider Trading (Form 4)
Latest: 2026-09-14Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-14 | Marianne McKinney | EVP & Chief Operating Officer | Sell (S) | −400 | $35.36 | -$14.1K | EDGAR |
| 2026-08-05 | Robert E Hoeweler | Director | Gift (G) | −1,000 | — | EDGAR | |
| 2026-06-15 | Timothy T O'Dell | CEO | Tax (F) | −1,932 | $30.25 | -$58.4K | EDGAR |
| 2026-05-22 | Robert E Hoeweler | Director | Gift (G) | −1,450 | — | EDGAR | |
| 2026-04-24 | Timothy T O'Dell | CEO | Tax (F) | −5,000 | $29.49 | -$147.4K | EDGAR |
| 2026-04-17 | Bradley J Ringwald | Bank President | Tax (F) | −592 | $29.49 | -$17.5K | EDGAR |
| 2026-04-17 | Marianne McKinney | EVP & Chief Operating Officer | Tax (F) | −247 | $29.49 | -$7.3K | EDGAR |
| 2026-04-17 | Timothy Meder | EVP & Chief Credit Officer | Tax (F) | −267 | $29.49 | -$7.9K | EDGAR |
| 2026-04-07 | Marianne McKinney | EVP & Chief Operating Officer | Tax (F) | −568 | $28.22 | -$16.0K | EDGAR |
| 2026-04-07 | Timothy Meder | EVP & Chief Credit Officer | Tax (F) | −594 | $28.22 | -$16.8K | EDGAR |
| 2026-04-07 | Bradley J Ringwald | Bank President | Tax (F) | −987 | $28.22 | -$27.9K | EDGAR |
| 2026-03-25 | Timothy T O'Dell | CEO | Award (A) | +12,750 | — | EDGAR | |
| 2026-02-25 | Timothy Meder | EVP & Chief Credit Officer | Award (A) | +4,500 | — | EDGAR | |
| 2026-02-25 | Robert E Hoeweler | Director | Award (A) | +5,500 | — | EDGAR | |
| 2026-02-25 | Timothy T O'Dell | CEO | Award (A) | +18,000 | — | 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.
CFBK Insider Holdings
11 insiders · @ $33.55
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 | Edward W Cochran | Director | 353,413 | $11.86M | $67.5K | 17 | 2026-02-25 |
| 2 | Timothy T O'Dell | CEO | 300,518 | $10.08M | -$745.3K | 64 | 2026-06-15 |
| 3 | James H Frauenberg II | Director | 195,357 | $6.55M | $92.9K | 22 | 2026-02-25 |
| 4 | Robert E Hoeweler | Director | 75,112 | $2.52M | $77.6K | 30 | 2026-08-05 |
| 5 | Thomas P Ash | Director | 52,419 | $1.76M | $57.7K | 37 | 2026-02-25 |
| 6 | David L Royer | Director | 41,187 | $1.38M | $199.4K | 12 | 2026-02-25 |
| 7 | Bradley J Ringwald | Bank President | 37,680 | $1.26M | $24.1K | 10 | 2026-04-17 |
| 8 | Kevin J Beerman | EVP & Chief Financial Officer | 33,817 | $1.13M | $23.1K | 8 | 2026-02-25 |
| 9 | Timothy Meder | EVP & Chief Credit Officer | 16,256 | $545.4K | $0 | 6 | 2026-04-17 |
| 10 | Marianne McKinney | EVP & Chief Operating Officer | 14,219 | $477.0K | -$55.9K | 14 | 2026-09-14 |
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.
CFBK Board & Officers
As of SEC filings through Sep 14, 2026Directors 7
- Thomas P Ash · on file since 2006
- James H Frauenberg II · since Aug 23, 2012
- Robert E Hoeweler · since Aug 23, 2012
- Timothy T O'Dell · since Aug 23, 2012
- Edward W Cochran · since Dec 19, 2012
- David L Royer · since Jul 1, 2018
- Bradley J Ringwald · listed since Apr 2026
Officers 5
- Timothy T O'Dell · CEO · since Aug 23, 2012
- Bradley J Ringwald · Bank President · listed since Jan 2023
- Kevin J Beerman · EVP & Chief Financial Officer · listed since Feb 2022
- Marianne McKinney · EVP & Chief Operating Officer · listed since Jan 2023
- Timothy Meder · EVP & Chief Credit Officer · since Jan 25, 2024
Changes in the last 10 years (14)
| Apr 7, 2026 | Bradley J Ringwald first listed as a director in an SEC filing |
| Dec 15, 2025 | The company announced the departure of Sundeep Rana from the board in an SEC filing |
| Jan 25, 2024 | Timothy Meder became EVP & Chief Credit Officer |
| Jan 27, 2023 | Marianne McKinney listed as EVP & Chief Operating Officer (previously EVP & Sr Operations Mngr) in SEC filings |
| Jan 27, 2023 | Bradley J Ringwald listed as Bank President (previously Chief Comm Banking Officer) in SEC filings |
| Mar 30, 2022 | Marianne McKinney became EVP & Sr Operations Mngr |
| Feb 17, 2022 | Kevin J Beerman listed as EVP & Chief Financial Officer (previously SVP, Senior Financial Officer) in SEC filings |
| Jul 28, 2021 | Sundeep Rana became a director |
| Mar 26, 2021 | Bradley J Ringwald became Chief Comm Banking Officer |
| Aug 12, 2020 | Kevin J Beerman became SVP, Senior Financial Officer |
| Jul 8, 2020 | John W Helmsdoerfer Jr left as CFO, Exec VP & Treasurer, per their own SEC filing |
| May 27, 2020 | Robert H Milbourne left the board, per their own SEC filing |
| Nov 20, 2019 | John Pietrzak became a director |
| Jul 1, 2018 | David L Royer became a director |
Not reported recently (1)
- John Pietrzak · Last reported as a director in an SEC filing dated Jan 20, 2021
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.
CFBK Proposed Insider Sales (Form 144)
Latest: 2025-06-13
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-06-13 | O'Dell Timothy T | Officer, Director | 20,000 | $477.2K | 2025-06-16 | McDonald Partners, LLC | — | EDGAR |
| 2024-11-14 | O'Dell Timothy T | Officer, Director | 22,800 | $637.9K | 2024-11-15 | McDonald Partners, 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
30 ETFs hold CFBK
25 shown · $25.11M 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) | 0.01% | $4.8M | $75.1B | 2026-10-20 |
| 3 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.01% | $3.7M | $31.4B | 2026-10-20 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $1.9M | — | 2026-09-30 |
| 5 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.8M | $13.7B | 2026-10-20 |
| 6 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.01% | $1.6M | — | 2026-10-20 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $1.1M | — | 2026-10-20 |
| 8 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.0M | — | 2026-09-30 |
| 9 | FDM First Trust Dow Jones Select MicroCap Index Fund | First Trust | 0.30% | $784,736 | $264.8M | 2026-10-20 |
| 10 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.02% | $562,792 | — | 2026-06-30 |
| 11 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.04% | $537,352 | $1.2B | 2026-10-20 |
| 12 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $506,873 | — | 2026-10-20 |
| 13 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $390,256 | — | 2026-10-20 |
| 14 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $339,055 | — | 2026-10-20 |
| 15 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.01% | $258,349 | $3.1B | 2026-10-20 |
| 16 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $161,682 | — | 2026-10-20 |
| 17 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.01% | $160,486 | — | 2026-09-30 |
| 18 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $83,036 | — | 2026-10-21 |
| 19 | DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | Nport | 0.02% | $82,482 | — | 2026-06-30 |
| 20 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $63,942 | — | 2026-10-20 |
| 21 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.01% | $41,421 | — | 2026-06-30 |
| 22 | DFAU Dimensional US Core Equity Market ETF | Dimensional | 0.00% | $23,605 | $13.1B | 2026-10-20 |
| 23 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $13,498 | — | 2026-09-30 |
| 24 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.01% | $9,964 | — | 2026-10-21 |
| 25 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $7,716 | — | 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.