EVI EVI Industries, Inc.

XASE
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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.

EVI — —
Key stats
About
Industry (SIC)
SERVICES-PERSONAL SERVICES (7200)
Exchange
XASE
Market Cap
$0.2B
Employees
900
List Date
1994-10-31
CIK
0000065312
Next Earnings
2026-11-09
Headquarters
Miami, FL
Homepage
https://www.evi-ind.com

EVI Industries Inc is a value-added distributor and service provider in the commercial laundry industry. It sells and leases commercial laundry equipment, specializing in washing, drying, finishing, material handling, water heating, power generation, and water reuse applications. The company supports its equipment offerings with installation, maintenance, and repair services through a large network of trained technicians. It serves a wide range of customers, including commercial, industrial, institutional, government, and retail sectors. Geographically, the company serves various countries inc…

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
Jan15.13%-29.81%-18.36%4.01%2.42%1.66%-4.16%
Feb-9.61%-5.66%3.43%-2.93%-0.97%-22.31%-6.34%
Mar-23.71%-9.58%-2.56%15.76%-0.65%1.48%-3.21%
Apr-10.24%-21.18%-0.35%-14.85%-7.09%-13.22%-11.16%
May10.63%-27.54%1.21%-3.32%14.94%-4.33%-1.40%
Jun-6.70%-6.02%8.59%-6.15%17.87%-14.52%-1.15%
Jul-6.20%-19.21%16.16%15.16%-3.42%-4.61%-0.35%
Aug-8.54%38.73%4.92%-10.89%28.43%0.07%8.79%
Sep10.39%47.24%-6.69%24.95%15.41%43.10%22.40%
Oct11.50%7.91%10.71%3.49%-13.79%-0.88%*3.16%
Nov7.84%20.48%0.04%-1.70%-20.40%--1.25%
Dec-8.15%0.13%-8.73%-13.26%22.16%---1.57%
Total-23.07%-30.96%3.59%2.17%52.21%-22.99%-3.17%
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: $18.92
SMA 50: $16.36
SMA 200: $19.03
Current: $19.12
EMA 12: $19.06
EMA 26: $18.18
MACD: 0.8795 | Signal: -0.1568
BULLISH
ADX (14): 39.35
TREND
+DI: 24.92
−DI: 13.36

Momentum Oscillators

RSI (14): 62.43
NEUTRAL
Stoch %K: 41.48
Stoch %D: 46.94
Williams %R: -61.56

Volume & Volatility

BB Upper: $20.87
BB Lower: $16.96
NEUTRAL
OBV: 870,793
Vol SMA 20: 58,131
Vol ROC: 8.62%
ATR: $0.99
True Range: $0.57
HV 20: 44.0%
HV 30: 48.4%
HV 60: 51.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-11T00:00:00 – 2026-10-09T00:00:00
AI Analysis

LLM Stock Analysis Report: EVI

Executive Summary

Overall assessment: NEUTRAL (confidence level: 6/10)

Key drivers:

  • Technical indicators suggest a range-bound environment, with RSI indicating neutrality
  • Recent news headlines are mostly neutral, with no significant catalysts or risks identified
  • High volatility and beta indicate higher risk, but options data is not available to further assess this

Primary risks:

  • Continued high volatility could lead to increased market uncertainty and potential losses
  • Lack of earnings guidance and options data hinders a more accurate risk assessment

Investment thesis: EVI's current price action appears to be driven by technical factors, with no clear catalysts or trends emerging. The stock is trading within a range-bound environment, making it challenging to make a confident buy or sell recommendation.

Recent news sentiment impact: Neutral headlines have had little impact on the stock's price movement.

Technical Analysis

Trend Direction: Short-term trend is neutral, Medium-term trend is bearish (1-3 months), and Long-term trend is uncertain (3-12 months).

Support/Resistance Levels: Key levels to monitor are:

  • SMA 20: $18.20
  • EMA 12: $17.86
  • Lower Bollinger Band: $15.87

Momentum Signals:

  • RSI interpretation: Neutral (40.89)
  • MACD signal: Bearish (-0.74 / Signal: 0.02 / Histogram: -0.75)
  • Bollinger Bands position: Neutral (signal line)

News & Sentiment Analysis

Recent Headlines Summary: The most recent headlines are neutral, with no significant catalysts or risks identified.

Sentiment Assessment: Overall sentiment is NEUTRAL, with 3 out of 5 articles having a neutral tone.

Catalyst Identification: No clear earnings dates or product launches have been announced.

Market Narrative: Technical signals suggest a range-bound environment, while news headlines are mostly neutral. This lack of clarity makes it challenging to make a confident buy or sell recommendation.

Risk & Volatility Assessment

Beta Interpretation: Beta is high (1.56), indicating higher risk relative to the market.

Volatility Regime: Current volatility is relatively low compared to historical levels.

Options Market Signals: No options data available for analysis.

Downside Protection: Support levels and risk management considerations:

  • SMA 20: $18.20
  • EMA 12: $17.86
  • Lower Bollinger Band: $15.87

Market Context & Positioning

Sector Performance: EVI's performance is neutral compared to the Industrials sector.

Institutional Activity: No recent institutional activity has been identified.

Correlation Analysis: Correlation with SPY is relatively low (0.30).

Relative Valuation: EVI's current price-to-earnings ratio is not available, making it difficult to assess relative valuation.

Key Levels & Action Items

Critical Price Levels: Monitor SMA 20: $18.20 and EMA 12: $17.86 for potential support or resistance.

Breakout/Breakdown Levels: Lower Bollinger Band: $15.87 is a key level to watch for potential downside risks.

Time-Sensitive Catalysts: No immediate catalysts have been identified, but ongoing market volatility could impact the stock's price movement.

Risk Management: Consider stop-loss levels at SMA 20: $18.20 and EMA 12: $17.86 for risk management purposes.

Generated
News
All EVI news →
Earnings History
1 of 1 under expected move
Avg Expected Move
—
Avg Actual Move
2.91%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2026-09-10 unknown — 2.91% — Within

Earnings calendar: this week’s reports with expected vs actual moves →

EVI 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: 0.8011
Alpha: -41.32%
Correlation: 0.1842
R-Squared: 3.4%
Stock Volatility: 56.7%
Market Volatility: 13.0%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own EVI
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$1.1M
0.00%
#3570 of 6285+509.2%13F
Renaissance Technologies Hedge fund
Jim Simons
$826K
0.00%
#2402 of 3138+243.0%13F
Millennium Management Hedge fund
Izzy Englander
$226K
0.00%
#3443 of 3717new13F
Rockefeller Capital Management Family office
Rockefeller family
$1K
0.00%
#4508 of 4729-72.1%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

EVI 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.

77 filers4,982,324 shares$83.97M value
# Filer Shares Value % of Total % of Float Period
1 Broadcrest Asset Management, LLC 338,000 $10.68M 12.72% — 2025-09-30
2 ROYCE & ASSOCIATES LP 703,990 $10.40M 12.39% — 2026-06-30
3 Conestoga Capital Advisors, LLC 668,316 $9.88M 11.76% — 2026-06-30
4 Vanguard Group Inc Custodian 319,685 $7.88M 9.38% — 2025-12-31
5 BlackRock, Inc. Custodian 352,964 $5.22M 6.21% — 2026-06-30
6 COMERICA BANK Custodian 150,710 $3.71M 4.42% — 2025-12-31
7 Vanguard Capital Management LLC 248,840 $3.68M 4.38% — 2026-06-30
8 KING LUTHER CAPITAL MANAGEMENT CORP 210,000 $3.10M 3.70% — 2026-06-30
9 FMR LLC Custodian 188,316 $2.78M 3.31% — 2026-06-30
10 FIFTH THIRD BANCORP 175,350 $2.59M 3.09% — 2026-06-30
11 Empire Life Investments Inc. 152,515 $2.25M 2.68% — 2026-06-30
12 Aristides Capital LLC 133,503 $1.97M 2.35% — 2026-06-30
13 Geode Capital Management, LLC Custodian 130,729 $1.93M 2.30% — 2026-06-30
14 CAPTRUST FINANCIAL ADVISORS 128,223 $1.90M 2.26% — 2026-06-30
15 Dimensional Fund Advisors LP Custodian 122,881 $1.82M 2.16% — 2026-06-30
16 Raymond James Financial, Inc. Custodian 116,488 $1.72M 2.05% — 2026-06-30
17 State Street Corp 93,490 $1.38M 1.65% — 2026-06-30
18 Citadel Advisors LLC Custodian 75,790 $1.12M 1.33% — 2026-06-30
19 Swedbank AB 66,177 $978.10K 1.16% — 2026-06-30
20 North Star Investment Management Corp. 62,000 $916.36K 1.09% — 2026-06-30
21 RENAISSANCE TECHNOLOGIES LLC 55,897 $826.16K 0.98% — 2026-06-30
22 Northern Trust Corp Custodian 46,641 $689.35K 0.82% — 2026-06-30
23 SEI INVESTMENTS CO Custodian 39,678 $586.44K 0.70% — 2026-06-30
24 Vanguard Portfolio Management LLC 36,047 $532.77K 0.63% — 2026-06-30
25 Vanguard Fiduciary Trust Co 35,650 $526.91K 0.63% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

EVI Insider Trading (Form 4)

Latest: 2026-10-07
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
2026-10-07 Thomas Marks EVP, Business Development Tax (F) −1,346 $19.15 -$25.8K EDGAR
2026-10-07 Henry M Nahmad Chairman, CEO & President Tax (F) −5,626 $19.15 -$107.7K EDGAR
2026-10-07 Robert Lazar Chief Financial Officer Tax (F) −99 $19.15 -$1.9K EDGAR
2026-09-29 Henry M Nahmad Chairman, CEO & President Tax (F) −9,957 $20.33 -$202.4K EDGAR
2026-09-29 Thomas Marks EVP, Business Development Tax (F) −1,812 $20.33 -$36.8K EDGAR
2026-09-29 Robert Lazar Chief Financial Officer Tax (F) −617 $20.33 -$12.5K EDGAR
2026-09-25 Robert Lazar Chief Financial Officer Award (A) +12,671 — EDGAR
2026-09-25 Henry M Nahmad Chairman, CEO & President Award (A) +248,352 — EDGAR
2026-09-25 Thomas Marks EVP, Business Development Award (A) +20,273 — EDGAR
2026-09-15 Henry M Nahmad Chairman, CEO & President Tax (F) −20,762 $15.90 -$330.1K EDGAR
2026-09-15 Robert Lazar Chief Financial Officer Tax (F) −473 $15.90 -$7.5K EDGAR
2026-09-15 Thomas Marks EVP, Business Development Tax (F) −2,010 $15.90 -$32.0K EDGAR
2026-02-13 Robert Lazar Chief Financial Officer Tax (F) −1,199 $21.06 -$25.3K EDGAR
2025-12-16 David Blyer Director Award (A) +2,211 — EDGAR
2025-12-16 Timothy P LaMacchia Director Award (A) +2,211 — 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.

EVI Insider Holdings

7 insiders · @ $19.12
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 Henry M Nahmad Chairman, CEO & President 4,650,320 $88.91M -$1.19M 39 2026-10-07
2 Thomas Marks EVP, Business Development 1,166,248 $22.30M $622.2K 21 2026-10-07
3 Robert Lazar Chief Financial Officer 102,343 $1.96M $0 25 2026-10-07
4 Timothy P LaMacchia Director 17,014 $325.3K $0 9 2025-12-16
5 Glen Kruger Director 14,099 $269.6K -$12.1K 8 2025-12-16
6 David Blyer Director 12,444 $237.9K -$88.7K 10 2025-12-16
7 Hal M Lucas Director 10,112 $193.3K -$190.5K 14 2025-12-16
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.

EVI Proposed Insider Sales (Form 144)

Latest: 2025-12-15
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
2025-12-15 Limoncelli Family 2020 Rev Trust Director 20,000 $460.0K 2025-12-15 UBS Financial Services Inc — EDGAR
2024-11-21 Hal M. Lucas Director 1,500 $28.2K 2024-11-21 J.P. Morgan Securities LLC — EDGAR
2023-11-21 Hal M. Lucas Affiliate 1,500 $35.2K 2023-11-21 J.P. Morgan Securities LLC — EDGAR
2023-11-14 Thomas Marks Director 13,019 $330.3K 2023-11-14 UBS Financial Services Inc — EDGAR
2023-06-09 Peter Limoncelli Affiliate 32,117 $802.9K 2023-06-09 UBS Financial Services 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
24 ETFs hold EVI
24 shown · $7.46M total exposure · 0.00% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.00% $2.8M $78.7B 2026-10-08
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $2.6M — 2026-08-31
3 VXF Vanguard Extended Market ETF Vanguard 0.00% $809,400 — 2026-08-31
4 VTWO Vanguard Russell 2000 ETF Vanguard 0.00% $429,112 — 2026-08-31
5 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.02% $327,089 $1.3B 2026-10-08
6 EES WisdomTree U.S. SmallCap Fund Nport 0.02% $109,283 — 2027-03-31
7 DFAC Dimensional U.S. Core Equity 2 ETF Nport 0.00% $74,941 — 2026-10-31
8 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.00% $69,644 — 2026-08-31
9 GSSC Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Nport 0.01% $65,926 — 2026-08-31
10 DFAS Dimensional U.S. Small Cap ETF Nport 0.00% $62,631 — 2026-10-31
11 RSSL Global X Russell 2000 ETF Global X 0.00% $49,272 — 2026-10-09
12 DFAT Dimensional U.S. Targeted Value ETF Nport 0.00% $28,296 — 2026-10-31
13 DCOR Dimensional US Core Equity 1 ETF Nport 0.00% $17,707 — 2026-10-31
14 DFSV Dimensional US Small Cap Value ETF Nport 0.00% $9,046 — 2026-10-31
15 ITWO ProShares Russell 2000 High Income ETF ProShares 0.00% $5,927 — 2026-10-09
16 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $5,422 — 2026-08-31
17 MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF Nport 0.00% $5,071 — 2026-08-31
18 URTY ProShares UltraPro Russell2000 ProShares 0.00% $4,187 — 2026-10-09
19 UWM ProShares Ultra Russell2000 ProShares 0.00% $2,486 — 2026-10-09
20 DFSU Dimensional US Sustainability Core 1 ETF Nport 0.00% $206 — 2026-10-31
21 HDG ProShares Hedge Replication ETF ProShares 0.00% $115 — 2026-10-09
22 DXUV Dimensional US Vector Equity ETF Nport 0.00% $103 — 2026-10-31
23 RB ProShares Russell 2000 Dynamic Buffer ETF ProShares 0.00% $38 — 2026-10-09
24 IWN iShares Russell 2000 Value ETF iShares (BlackRock) — — $13.7B 2026-10-08
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.