CMT Core Molding Technologies, Inc.
XASE
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.
CMT
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Key stats
Related
About
- Industry (SIC)
- PLASTICS PRODUCTS, NEC (3089) · industry map
- Exchange
- XASE
- Market Cap
- $0.2B
- Employees
- 1,239
- List Date
- 1992-03-17
- CIK
- 0001026655
- Next Earnings
- 2026-11-03 (Pre-Market)
- EPS Forecast
- $0.06 (1 est.)
- Headquarters
- Columbus, OH
- Homepage
- https://www.coremt.com
Core Molding Technologies Inc operates in the engineered materials market as one operating segment as a molder of thermoplastic and thermoset structural products. It produces and sells molded products for varied markets, including medium and heavy-duty trucks, automobiles, power sports, construction and agriculture, building products, and other industrial markets. The processes include compression molding of sheet molding compound (SMC), resin transfer molding (RTM), liquid molding of dicyclopentadiene (DCPD), spray-up and hand-lay-up, direct long-fiber thermoplastics (D-LFT) and structural fo…
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 | -10.26% | -5.88% | 19.08% | -2.81% | -5.32% | 0.31% | -0.81% |
| Feb | -2.02% | 5.28% | 7.00% | 3.61% | -3.11% | -7.50% | 0.54% |
| Mar | -6.56% | 26.59% | 5.82% | 2.10% | 16.39% | 13.36% | 9.62% |
| Apr | -9.16% | -6.98% | 2.01% | -3.38% | -1.91% | 20.31% | 0.15% |
| May | 14.58% | 0.20% | -5.11% | 7.31% | 9.53% | -10.97% | 2.59% |
| Jun | 18.15% | -7.36% | 22.97% | -14.85% | 2.53% | 1.07% | 3.75% |
| Jul | -16.54% | 18.95% | 6.16% | 18.42% | -3.82% | 0.92% | 4.02% |
| Aug | -3.84% | 9.15% | 11.61% | -0.89% | 16.36% | 4.38% | 6.13% |
| Sep | -17.84% | -17.92% | 4.09% | -2.93% | 8.56% | -7.97% | -5.67% |
| Oct | -6.06% | -0.40% | -13.73% | -8.23% | -10.18% | -1.48%* | -6.68% |
| Nov | -19.41% | 7.88% | -29.20% | 9.32% | 3.05% | -- | -5.67% |
| Dec | -2.74% | 19.94% | 2.89% | -3.10% | 7.80% | -- | 4.96% |
| Total | -50.95% | 48.75% | 24.39% | 0.53% | 42.58% | 8.76% | 12.34% |
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: $23.18
SMA 50: $23.89
SMA 200: $23.00
Current: $22.61
EMA 12: $23.19
EMA 26: $23.34
MACD: -0.1450 | Signal: 0.0205
BEARISH
ADX (14): 12.79
RANGE
+DI: 18.72
−DI: 17.91
Momentum Oscillators
RSI (14): 43.53
NEUTRAL
Stoch %K: 46.63
Stoch %D: 53.96
Williams %R: -90.03
Volume & Volatility
BB Upper: $24.15
BB Lower: $22.21
NEUTRAL
OBV: 727,791
Vol SMA 20: 42,606
Vol ROC: -59.98%
ATR: $0.86
True Range: $0.62
HV 20: 33.8%
HV 30: 33.1%
HV 60: 34.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
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.
News
All CMT news →
CMT 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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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: 0.4915
Alpha: 19.35%
Correlation: 0.1479
R-Squared: 2.2%
Stock Volatility: 42.4%
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 CMT
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $10.9M | #1018 of 3138 | -5.4% | 13F | |
| Citadel Hedge fund Ken Griffin | $283K | #5120 of 6285 | -42.0% | 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
CMT 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 |
|---|
CMT Insider Trading (Form 4)
Latest: 2026-08-10Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-08-10 | Ralph O Hellmold | Director | Sell (S) | −4,268 | $25.82 | -$110.2K | EDGAR |
| 2026-07-10 | Eric Palomaki | Chief Executive Officer | Award (A) | +20,000 | — | EDGAR | |
| 2026-07-01 | Alex Joseph Panda | EVP, Treasurer, Secretary, CFO | Buy (P) | +275 | $23.59 | $6.5K | EDGAR |
| 2026-06-25 | Thomas R Cellitti | Director | Sell (S) | −1,413 | $24.04 | -$34.0K | EDGAR |
| 2026-06-22 | Thomas R Cellitti | Director | Sell (S) | −2,507 | $24.00 | -$60.2K | EDGAR |
| 2026-06-17 | Thomas R Cellitti | Director | Sell (S) | −2,080 | $25.03 | -$52.1K | EDGAR |
| 2026-06-15 | Thomas R Cellitti | Director | Sell (S) | −3,900 | $24.65 | -$96.1K | EDGAR |
| 2026-03-20 | Eric Palomaki | Chief Operating Officer | Buy (P) | +400 | $20.05 | $8.0K | EDGAR |
| 2026-03-19 | Michael James Gayford | EVP of Operations | Buy (P) | +500 | $20.12 | $10.1K | EDGAR |
| 2026-03-13 | Stephanie Pulliam | EVP, Human Resources | Award (A) | +4,846 | — | EDGAR | |
| 2026-03-13 | Sandra Lee Kowaleski | Director | Award (A) | +4,436 | — | EDGAR | |
| 2026-03-13 | Ralph O Hellmold | Director | Award (A) | +4,179 | — | EDGAR | |
| 2026-03-13 | Salvador Minarro | Director | Award (A) | +4,179 | — | EDGAR | |
| 2026-03-13 | Arnold Alanis | EVP of Operations | Award (A) | +5,243 | $19.15 | $7.6K | EDGAR |
| 2026-03-13 | Alex Joseph Panda | EVP, Treasurer, Secretary, CFO | Award (A) | +12,595 | $19.15 | $8.4K | 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.
CMT Insider Holdings
14 insiders · @ $22.61
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 | Eric Palomaki | Chief Executive Officer | 181,760 | $4.11M | -$245.3K | 39 | 2026-07-10 |
| 2 | David L. Duvall | Chief Executive Officer | 152,762 | $3.45M | -$5.30M | 55 | 2026-03-13 |
| 3 | Andrew O Smith | Director | 100,926 | $2.28M | $333.0K | 37 | 2026-03-13 |
| 4 | Thomas R Cellitti | Director | 92,393 | $2.09M | -$1.94M | 34 | 2026-06-25 |
| 5 | John P Zimmer | EVP, Treasurer, Secretary, CFO | 87,255 | $1.97M | -$2.51M | 47 | 2025-05-15 |
| 6 | Matthew Jauchius | Director | 56,112 | $1.27M | -$1.05M | 25 | 2026-03-13 |
| 7 | Sandra Lee Kowaleski | Director | 47,471 | $1.07M | $24.8K | 7 | 2026-03-13 |
| 8 | Alex Joseph Panda | EVP, Treasurer, Secretary, CFO | 44,590 | $1.01M | $28.1K | 8 | 2026-07-01 |
| 9 | Ralph O Hellmold | Director | 39,501 | $893.1K | -$1.85M | 44 | 2026-08-10 |
| 10 | Arnold Alanis | EVP of Operations | 31,149 | $704.3K | $0 | 1 | 2026-03-13 |
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.
CMT Board & Officers
As of SEC filings through Aug 10, 2026Directors 6
- Ralph O Hellmold · on file since May 2006
- Matthew Jauchius · since Jan 2, 2013
- Andrew O Smith · since Aug 6, 2015
- Sandra Lee Kowaleski · since Sep 21, 2020
- Salvador Minarro · since Nov 1, 2023
- Thomas R Cellitti · listed since Mar 2024
Officers 6
- Alex Joseph Panda · EVP, Treasurer, Secretary, CFO · since Jun 2, 2025
- Eric Palomaki · Chief Operating Officer · listed since Mar 2025
- Alexander Bantz · Chief Commercial Officer · since Mar 11, 2026
- Arnold Alanis · EVP of Operations · since Mar 11, 2026
- Michael James Gayford · EVP of Operations · since Mar 11, 2026
- Stephanie Pulliam · EVP, Human Resources · since Mar 11, 2026
Changes in the last 10 years (24)
| May 29, 2026 | The company announced the departure of David L. Duvall from the board in an SEC filing |
| May 14, 2026 | The company announced the departure of David L. Duvall as Chief Executive Officer in an SEC filing |
| Mar 11, 2026 | Stephanie Pulliam became EVP, Human Resources |
| Mar 11, 2026 | Michael James Gayford became EVP of Operations |
| Mar 11, 2026 | Arnold Alanis became EVP of Operations |
| Mar 11, 2026 | Alexander Bantz became Chief Commercial Officer |
| Jun 2, 2025 | Alex Joseph Panda became EVP, Treasurer, Secretary, CFO |
| Mar 28, 2025 | Eric Palomaki listed as Chief Operating Officer (previously EVP,Operations) in SEC filings |
| Nov 12, 2024 | The company announced the departure of John P Zimmer as EVP, Treasurer, Secretary, CFO in an SEC filing |
| Mar 8, 2024 | Thomas R Cellitti first listed as a director in an SEC filing |
| Mar 8, 2024 | Eric Palomaki first listed as EVP,Operations in an SEC filing |
| Nov 1, 2023 | Salvador Minarro became a director |
| May 12, 2023 | Thomas R Cellitti reported in an SEC filing no longer being a director |
| May 12, 2023 | Eric Palomaki reported in an SEC filing no longer being EVP,Operations |
| Apr 7, 2021 | James C Highfield became EVP, Sales and Marketing |
| Sep 21, 2020 | Sandra Lee Kowaleski became a director |
| May 20, 2019 | Terrence James O'Donovan listed as EVP, Marketing and Sales (previously VP, Marketing and Sales) in SEC filings |
| May 20, 2019 | John P Zimmer listed as EVP, Treasurer, Secretary, CFO (previously VP, Treasurer, Secretary & CFO) in SEC filings |
| May 20, 2019 | Eric Palomaki listed as EVP,Operations (previously Vice President of Operations) in SEC filings |
| Jan 7, 2019 | Renee R Anderson became EVP, Human Resources |
| Oct 22, 2018 | David L. Duvall became a director |
| Oct 22, 2018 | David L. Duvall became Chief Executive Officer |
| Sep 19, 2018 | Eric Palomaki became Vice President of Operations |
| Dec 7, 2016 | Robert P Price became Vice President of Operations |
Not reported recently (7)
- Renee R Anderson · Last reported as EVP, Human Resources in an SEC filing dated Sep 17, 2024
- James F Crowley · Last reported as a director in an SEC filing dated Jun 16, 2023
- James C Highfield · Last reported as EVP, Sales and Marketing in an SEC filing dated May 19, 2023
- Terrence James O'Donovan · Last reported as EVP, Marketing and Sales in an SEC filing dated Dec 18, 2019
- James L Simonton · Last reported as a director in an SEC filing dated May 20, 2019
- Kevin L Barnett · Last reported as a director in an SEC filing dated May 22, 2018
- Robert P Price · Last reported as Vice President of Operations in an SEC filing dated May 22, 2018
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.
CMT Proposed Insider Sales (Form 144)
Latest: 2026-08-07
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $110K 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:
HELLMOLD RALPH O (1, $110K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-07 | HELLMOLD RALPH O | Director | 4,268 | $109.6K | 2026-08-07 | Wells Fargo Clearing Services | — | EDGAR |
| 2026-05-29 | CELLITTI THOMAS R | Director | 9,900 | $240.0K | 2026-06-01 | TD Arranged Services LLC | — | EDGAR |
| 2025-09-12 | DUVALL DAVID L. | Officer, Director | 10,000 | $210.8K | 2025-09-12 | Charles Schwab & Co | — | EDGAR |
| 2025-09-09 | DUVALL DAVID L. | Officer, Director | 50,000 | $1.04M | 2025-09-09 | Charles Schwab & Co | — | EDGAR |
| 2025-09-08 | Jauchius Matthew | Director | 6,020 | $119.4K | 2025-09-08 | Charles Schwab Corp. | — | EDGAR |
| 2025-08-25 | CELLITTI THOMAS R | Director | 10,000 | $194.7K | 2025-08-25 | ATB Capital Markets USA Inc. | — | EDGAR |
| 2025-06-03 | DUVALL DAVID L. | Officer, Director | 50,000 | $805.5K | 2025-06-04 | Charles Schwab Corp | — | EDGAR |
| 2025-06-02 | Zimmer John P | Officer | 37,209 | $613.0K | 2025-06-02 | Charles Schwab Corp. | — | EDGAR |
| 2024-12-06 | DUVALL DAVID L. | Officer | 50,000 | $829.0K | 2024-12-06 | Charles Schwab Corp. | — | EDGAR |
| 2024-11-25 | Zimmer John P | Officer | 30,000 | $534.9K | 2024-11-25 | Charles Schwab & Co., Inc. | — | 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
36 ETFs hold CMT
25 shown · $32.27M 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% | $5.6M | — | 2026-09-30 |
| 2 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.02% | $5.4M | $32.2B | 2026-10-23 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $4.6M | $74.6B | 2026-10-23 |
| 4 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.01% | $3.4M | — | 2026-10-23 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $2.1M | — | 2026-09-30 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $1.6M | — | 2026-10-23 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.6M | $13.9B | 2026-10-23 |
| 8 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $1.5M | — | 2026-10-23 |
| 9 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.06% | $1.4M | — | 2026-06-30 |
| 10 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.0M | — | 2026-09-30 |
| 11 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $722,697 | — | 2026-10-23 |
| 12 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.05% | $558,081 | $1.2B | 2026-10-23 |
| 13 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $555,166 | — | 2026-10-23 |
| 14 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.01% | $330,412 | $3.2B | 2026-10-23 |
| 15 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.03% | $278,485 | $1.0B | 2026-10-23 |
| 16 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $277,930 | — | 2026-10-23 |
| 17 | DFUV Dimensional US Marketwide Value ETF | Dimensional | 0.00% | $221,053 | $15.5B | 2026-10-23 |
| 18 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $198,039 | — | 2026-10-23 |
| 19 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.03% | $194,794 | — | 2026-06-30 |
| 20 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.01% | $166,030 | — | 2026-09-30 |
| 21 | AVUS Avantis U.S. Equity ETF | Avantis | 0.00% | $115,419 | $14.7B | 2026-10-23 |
| 22 | IWV iShares Russell 3000 ETF | iShares (BlackRock) | 0.00% | $98,996 | $20.4B | 2026-10-23 |
| 23 | AIMS Acuitas Small Cap Active ETF | Nport | 0.10% | $91,851 | — | 2026-06-30 |
| 24 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $85,240 | — | 2026-10-26 |
| 25 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.00% | $44,599 | — | 2026-07-31 |
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.