CZFS Citizens Financial Services, Inc. Common Stock

XNAS
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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.

CZFS — —
Key stats
About
Industry (SIC)
STATE COMMERCIAL BANKS (6022) · industry map
Exchange
XNAS
Market Cap
$0.4B
Employees
405
List Date
1997-01-14
CIK
0000739421
Next Earnings
2026-10-29
EPS Forecast
$2.20 (1 est.)
Headquarters
Mansfield, PA
Homepage
https://www.firstcitizensbank.com

Citizens Financial Services Inc is a Pennsylvania-chartered bank and trust company. The company through its banking subsidiary provides banking activities and services for individual, business, governmental and institutional customers. Its activities and services principally include checking, savings, and time deposit accounts; residential, commercial and agricultural real estate, commercial and industrial, state and political subdivision and consumer loans; and a variety of other specialized financial services. The Trust and Investment division of the Bank offers a full range of client invest…

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--7.08%2.16%-8.99%0.48%13.66%2.88%
Feb--0.40%3.56%-18.14%0.00%-8.11%-4.46%
Mar--0.00%-0.59%7.38%0.02%0.72%1.51%
Apr--9.52%3.35%-16.15%-5.60%1.63%-1.45%
May---3.93%-14.53%-1.15%12.97%6.05%-0.12%
Jun--3.97%-3.46%6.15%-1.68%11.39%3.27%
Jul--5.44%-5.44%20.95%-12.29%6.72%3.08%
Aug--6.15%-22.02%12.38%13.97%4.98%3.09%
Sep---14.39%-13.92%14.75%0.74%-1.61%-2.89%
Oct---3.07%5.91%5.03%-9.29%3.07%*0.33%
Nov--6.78%15.36%24.18%3.02%--12.33%
Dec0.00%5.10%10.63%-10.77%4.32%--1.86%
Total0.00%22.58%-23.05%27.76%3.45%43.48%12.37%
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: $79.51
SMA 50: $80.76
SMA 200: $69.84
Current: $81.57
EMA 12: $79.78
EMA 26: $79.86
MACD: -0.0763 | Signal: 0.2435
BEARISH
ADX (14): 10.36
RANGE
+DI: 21.63
−DI: 12.89

Momentum Oscillators

RSI (14): 57.36
NEUTRAL
Stoch %K: 72.37
Stoch %D: 63.76
Williams %R: -12.34

Volume & Volatility

BB Upper: $81.24
BB Lower: $77.79
OVERBOUGHT
OBV: 492,573
Vol SMA 20: 34,922
Vol ROC: 62.83%
ATR: $1.90
True Range: $2.36
HV 20: 19.4%
HV 30: 20.4%
HV 60: 26.5%

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: CZFS

Executive Summary

Overall Assessment: NEUTRAL (6/10)

Key Drivers:

  • Technical indicators suggest a ranging market, with MACD indicating bullish momentum.
  • RSI is neutral, suggesting no clear trend.

Primary Risks:

  • Low volatility may indicate limited price movement.
  • No recent news available to influence sentiment.

Investment Thesis: CZFS appears to be trading in a range, with a mix of technical signals. The lack of recent news and low volatility make it challenging to pinpoint a strong direction. A patient approach, focusing on support/resistance levels and momentum signals, may be the most effective strategy.

Recent News Sentiment Impact: No recent news available to influence sentiment.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Neutral
  • Medium-term (1-3 months): Range-bound
  • Long-term (3-12 months): Bullish

Support/Resistance Levels:

  • Upper Bollinger Band: $66.68
  • Lower Bollinger Band: $61.00
  • SMA 20: $63.84
  • EMA 12: $64.70

Momentum Signals:

  • RSI (14): 52.40 (neutral)
  • MACD: Bullish momentum (0.25 / Signal: 0.22 / Histogram: 0.03)

News & Sentiment Analysis

Recent Headlines Summary: No recent news available.

Sentiment Assessment: Neutral due to lack of recent news.

Catalyst Identification: No upcoming earnings or significant events announced.

Market Narrative: Technical signals suggest a ranging market, with no clear direction.

Risk & Volatility Assessment

Beta Interpretation: Low risk (beta 0.66).

Volatility Regime: Low volatility regime (stock moves less than market).

Options Market Signals: No options data available to analyze.

Downside Protection: Support levels at $61.00 and $63.84, with potential for a bounce if the stock touches these levels.

Market Context & Positioning

Sector Performance: CZFS is performing relatively well within its sector (neutral).

Institutional Activity: No notable institutional activity observed in recent volume trends.

Correlation Analysis: Low correlation to market (R-squared: 0.21), indicating a unique trend.

Relative Valuation: CZFS appears fairly valued, trading near the middle of its recent range.

Key Levels & Action Items

Critical Price Levels:

  • Upper Bollinger Band: $66.68
  • Lower Bollinger Band: $61.00
  • SMA 20: $63.84
  • EMA 12: $64.70

Breakout/Breakdown Levels: No clear levels identified for a potential breakout or breakdown.

Time-Sensitive Catalysts: No upcoming earnings or significant events announced.

Risk Management: Stop-loss levels should be set at $61.00, with position sizing considerations focusing on risk management and market conditions.

By analyzing the technical indicators, news sentiment, and risk metrics, it is clear that CZFS is trading in a range-bound environment. A patient approach, focusing on support/resistance levels and momentum signals, may be the most effective strategy for this stock.

Generated
News
All CZFS news →
Showing 1–10 of 44
Page 1 of 5

CZFS 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: 0.1148
Alpha: 40.26%
Correlation: 0.0444
R-Squared: 0.2%
Stock Volatility: 32.8%
Market Volatility: 12.7%

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 CZFS
2 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$525K
0.00%
#4413 of 6285+33.8%13F
Millennium Management Hedge fund
Izzy Englander
$261K
0.00%
#3399 of 3716-53.4%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

CZFS 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.

90 filers1,728,951 shares$122.01M value
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 354,551 $25.68M 21.05% — 2026-06-30
2 Vanguard Capital Management LLC 200,789 $14.55M 11.92% — 2026-06-30
3 Vanguard Group Inc Custodian 253,399 $14.45M 11.84% — 2025-12-31
4 Geode Capital Management, LLC Custodian 119,810 $8.68M 7.12% — 2026-06-30
5 CITIZENS & NORTHERN CORP 117,063 $8.48M 6.95% — 2026-06-30
6 State Street Corp 92,835 $6.72M 5.51% — 2026-06-30
7 Hudock, Inc. 79,603 $6.26M 5.13% — 2026-09-30
8 American Century Companies, Inc. 44,108 $3.20M 2.62% — 2026-06-30
9 Charles Schwab Investment Management, Inc. 38,696 $2.80M 2.30% — 2026-06-30
10 Northern Trust Corp Custodian 37,370 $2.71M 2.22% — 2026-06-30
11 Vanguard Fiduciary Trust Co 32,192 $2.33M 1.91% — 2026-06-30
12 Dimensional Fund Advisors LP Custodian 31,639 $2.29M 1.88% — 2026-06-30
13 Vanguard Portfolio Management LLC 31,314 $2.27M 1.86% — 2026-06-30
14 SEGALL BRYANT & HAMILL, LLC 20,701 $1.50M 1.23% — 2026-06-30
15 De Lisle Partners LLP 20,519 $1.48M 1.21% — 2026-06-30
16 Quantinno Capital Management LP 20,396 $1.48M 1.21% — 2026-06-30
17 Cyndeo Wealth Partners, LLC 16,273 $1.28M 1.05% — 2026-09-30
18 Bank of New York Mellon Corp Custodian 16,376 $1.19M 0.97% — 2026-06-30
19 Goldman Sachs Group Inc Custodian 11,982 $867.98K 0.71% — 2026-06-30
20 LAWOOD & CO 10,726 $843.17K 0.69% — 2026-09-30
21 STRS OHIO 9,800 $709.91K 0.58% — 2026-06-30
22 Trexquant Investment LP 9,643 $698.54K 0.57% — 2026-06-30
23 AQR Capital Management, LLC Custodian 9,400 $680.94K 0.56% — 2026-06-30
24 Marshall Wace, LLP Custodian 9,108 $659.78K 0.54% — 2026-06-30
25 Wells Fargo & Company Custodian 8,153 $590.60K 0.48% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

CZFS Insider Trading (Form 4)

Latest: 2026-09-22
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
2026-09-22 R Joseph Landy Director Gift (G) −40 — EDGAR
2026-09-15 Janie M Hilfiger Director Award (A) +70 — EDGAR
2026-09-15 John D Behm Director Award (A) +70 — EDGAR
2026-09-15 Terry B Osborne Director Award (A) +70 — EDGAR
2026-09-15 Roger C Graham Jr Director Award (A) +70 — EDGAR
2026-09-15 Christopher W Kunes Director Award (A) +70 — EDGAR
2026-09-15 Robert W Chappell Director Award (A) +70 — EDGAR
2026-09-15 Thomas E. Freeman Director Award (A) +70 — EDGAR
2026-09-15 Joseph B Bower Jr Director Award (A) +70 — EDGAR
2026-09-15 Mickey L Jones Director Award (A) +70 — EDGAR
2026-09-15 R Joseph Landy Director Award (A) +70 — EDGAR
2026-09-15 Rinaldo A DePaola Director Award (A) +70 — EDGAR
2026-09-15 John P Painter II Director Award (A) +70 — EDGAR
2026-09-08 R Joseph Landy Director Gift (G) −20 — EDGAR
2026-09-01 Stephen J Guillaume SENIOR VICE PRESIDENT Buy (P) +24 $76.32 $1.8K 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.

CZFS Insider Holdings

20 insiders · @ $81.57
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 Roger C Graham Jr Director 69,964 $5.71M $0 15 2026-09-15
2 Randall E Black CEO & PRESIDENT 46,802 $3.82M $51.1K 12 2026-06-26
3 Alletta M Schadler Director 30,139 $2.46M $0 13 2025-06-27
4 R Joseph Landy Director 28,051 $2.29M -$103.4K 60 2026-09-22
5 Rinaldo A DePaola Director 19,035 $1.55M $30.5K 18 2026-09-15
6 Jeffrey L Wilson EXECUTIVE VICE PRESIDENT 15,491 $1.26M $0 9 2026-06-26
7 Mickey L Jones Director 15,055 $1.23M $0 11 2026-09-15
8 Terry B Osborne Director 13,430 $1.10M $0 13 2026-09-15
9 Thomas E. Freeman Director 13,423 $1.09M -$268.1K 17 2026-09-15
10 Christopher W Kunes Director 13,248 $1.08M $0 15 2026-09-15
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.

CZFS Board & Officers

As of SEC filings through Sep 22, 2026

Directors 15

Officers 6

Changes in the last 10 years (61)
Jun 16, 2026John D Behm first listed as a director in an SEC filing
Jan 12, 2026Joseph B Bower Jr became a director
Sep 2, 2025Stephen J Guillaume listed as Senior Vice President (previously Executive Vice President) in SEC filings
Nov 27, 2024Zerick D Cook left as Executive Vice President, per their own SEC filing
Nov 21, 2024David Z Richards Jr listed as Executive Vice President (previously Senior EVP) in SEC filings
Sep 18, 2024Terry B Osborne first listed as a director in an SEC filing
Sep 18, 2024John P Painter II first listed as a director in an SEC filing
Jul 11, 2024Jeffrey R White became Executive Vice President
Jun 28, 2024E Gene Kosa no longer listed as a director in SEC filings
Jun 28, 2024David Z Richards Jr listed as Senior EVP (previously Executive Vice President) in SEC filings
Apr 30, 2024Stephen J Guillaume listed as Executive Vice President (previously Senior Vice President) in SEC filings
Apr 17, 2024The company announced the departure of Mickey L Jones as Senior EVP in an SEC filing
Oct 25, 2023Stephen J Guillaume listed as Senior Vice President (previously Executive Vice President) in SEC filings
Sep 19, 2023Robert Joseph Marino no longer listed as Chief Revenue Officer in SEC filings
Sep 19, 2023David Z Richards Jr listed as Executive Vice President (previously Senior EVP) in SEC filings
Aug 21, 2023Robert Joseph Marino first listed as Chief Revenue Officer in an SEC filing
Aug 15, 2023The company announced the departure of Robert Joseph Marino from the board in an SEC filing
Jun 30, 2023Terry B Osborne no longer listed as a director in SEC filings
Jun 30, 2023Stephen J Guillaume listed as Executive Vice President (previously Senior Vice President) in SEC filings
Jun 30, 2023Mickey L Jones listed as Senior EVP (previously Executive Vice President) in SEC filings
Not reported recently (1)
  • R Lowell Coolidge · Last reported as a director in an SEC filing dated Jan 28, 2022
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.

CZFS Proposed Insider Sales (Form 144)

Latest: 2023-10-05
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
2023-10-05 Marino Robert Joseph Affiliate 3,940 $180.9K 2023-10-05 Stifel Nicolaus & Company, Inc — EDGAR
2023-09-18 Marino Robert Joseph Former Director 5,000 $343.3K 2023-08-04 Stifel Nicolaus & Company, 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
41 ETFs hold CZFS
25 shown · $44.47M 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% $11.1M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.01% $9.8M $75.1B 2026-10-20
3 AVUV Avantis U.S. Small Cap Value ETF Avantis 0.02% $6.3M $31.4B 2026-10-20
4 VXF Vanguard Extended Market ETF Vanguard 0.00% $4.0M — 2026-09-30
5 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.02% $3.3M $13.7B 2026-10-20
6 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $2.1M — 2026-09-30
7 SCHA Schwab U.S. Small-Cap ETF Nport 0.01% $1.5M — 2026-05-31
8 DFSV Dimensional US Small Cap Value ETF Dimensional 0.01% $1.4M — 2026-10-20
9 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.09% $1.1M $1.2B 2026-10-20
10 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.02% $662,112 $3.1B 2026-10-20
11 DFAS Dimensional US Small Cap ETF Dimensional 0.00% $539,350 — 2026-10-20
12 DFAT Dimensional US Targeted Value ETF Dimensional 0.00% $398,394 — 2026-10-20
13 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.02% $310,352 — 2026-09-30
14 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.00% $275,390 $13.6B 2026-10-20
15 DHS WisdomTree U.S. High Dividend Fund Nport 0.02% $256,872 — 2026-06-30
16 BSVO EA Bridgeway Omni Small-Cap Value ETF Nport 0.01% $197,037 — 2026-06-30
17 RSSL Global X Russell 2000 ETF Global X 0.01% $181,901 — 2026-10-21
18 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.01% $157,676 — 2026-07-31
19 SCHB Schwab U.S. Broad Market ETF Nport 0.00% $147,358 — 2026-05-31
20 EES WisdomTree U.S. SmallCap Fund Nport 0.02% $127,060 — 2026-06-30
21 IWV iShares Russell 3000 ETF iShares (BlackRock) 0.00% $116,725 $20.6B 2026-10-20
22 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $110,366 — 2026-10-20
23 SQLV Royce Quant Small-Cap Quality Value ETF Franklin 0.25% $99,820 $39.5M 2026-10-20
24 VFMV Vanguard U.S. Minimum Volatility ETF Vanguard 0.02% $91,851 — 2026-10-20
25 AVUS Avantis U.S. Equity ETF Avantis 0.00% $71,001 $14.8B 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.