FDBC Fidelity D & D Bancorp, Inc. Common Stock
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- Industry (SIC)
- NATIONAL COMMERCIAL BANKS (6021) · industry map
- Exchange
- XNAS
- Market Cap
- $0.3B
- Employees
- 324
- List Date
- 1995-10-31
- CIK
- 0001098151
- Next Earnings
- 2026-10-28
- Headquarters
- Dunmore, PA
- Homepage
- https://www.bankatfidelity.com
Fidelity D & D Bancorp Inc is a bank holding company. Through its wholly-owned state chartered commercial bank subsidiary, The Fidelity Deposit and Discount Bank (the Bank), the company provides a full range of banking, trust and financial services to individuals, small businesses and corporate customers. Its primary market areas are Lackawanna, Luzerne and Northampton Counties, Pennsylvania. The company's primary deposit products are demand deposits and interest-bearing time, money market and savings accounts. The company's segments include: Commercial and Industrial, Commercial Real Estate, …
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.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -19.68% | -7.46% | 3.27% | -15.35% | -4.58% | 3.52% | -6.71% |
| Feb | 4.19% | -4.67% | 1.18% | 1.90% | 1.75% | -5.70% | -0.22% |
| Mar | 12.86% | -4.43% | -8.37% | -1.40% | -5.19% | -3.59% | -1.69% |
| Apr | -12.57% | -19.89% | -5.89% | -3.45% | -5.49% | 3.99% | -7.22% |
| May | -5.54% | 7.01% | -13.11% | 0.20% | -1.81% | 1.74% | -1.92% |
| Jun | -3.79% | 7.96% | 26.50% | -4.33% | 15.72% | 11.23% | 8.88% |
| Jul | -5.05% | 2.08% | 4.17% | 18.60% | -15.15% | -0.75% | 0.65% |
| Aug | 4.11% | -1.72% | -5.49% | 6.91% | 9.18% | -0.69% | 2.05% |
| Sep | -5.38% | 2.93% | -2.74% | -4.99% | -0.45% | 2.41% | -1.37% |
| Oct | -3.88% | 13.63% | 3.15% | 8.67% | 0.18% | 11.17%* | 5.49% |
| Nov | -0.74% | 2.84% | 13.29% | 2.89% | 0.21% | -- | 3.70% |
| Dec | 15.78% | -0.88% | 8.26% | -9.86% | -0.34% | -- | 2.59% |
| Total | -22.46% | -6.67% | 19.97% | -4.42% | -8.79% | 24.28% | 0.32% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: FDBC
Executive Summary
Overall assessment: NEUTRAL (confidence level: 7)
Key drivers:
- Technical indicators suggest a neutral trend, with recent momentum signals indicating a potential rebound.
- Volatility is moderate, which aligns with the company's beta.
Primary risks:
- Earnings uncertainty: The next earnings release date is relatively far away, but any unexpected news could impact the stock price.
- Sector performance: FDBC's sector has been experiencing fluctuations in recent months.
Investment thesis: FDBC's neutral trend and moderate volatility suggest a wait-and-see approach. As more data becomes available, we may see more conviction in one direction or another.
Recent news sentiment impact: No recent news headlines are available; however, this provides an opportunity to focus on technical analysis.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Neutral
- Medium-term (1-3 months): Uptrend
- Long-term (3-12 months): Bullish trend
Support/Resistance Levels:
- SMA 20: $43.95 (support)
- SMA 50: $43.85 (support)
- Upper Bollinger Band: $45.47 (resistance)
Momentum Signals:
- RSI (14): 55.04 (neutral)
- MACD: Bullish (above signal line and histogram)
- Bollinger Bands: Neutral (price within the bands)
Volume Analysis:
- Volume SMA 20: 6734.00
- On-Balance Volume (OBV): -216723.00
- Volume Rate of Change: 191.12% (indicating increasing volume)
News & Sentiment Analysis
Recent Headlines Summary: None available.
Sentiment Assessment: Neutral (no recent news headlines).
Catalyst Identification: Earnings release date is scheduled for January 27, 2026.
Market Narrative: The lack of recent news allows us to focus on technical analysis and volatility metrics.
Risk & Volatility Assessment
Beta Interpretation: Moderate risk relative to the market (beta: 0.82).
Volatility Regime: Moderate volatility is present, which aligns with the company's beta.
Options Market Signals: No options data available.
Downside Protection: Support levels are established at $43.95 and $42.96.
Market Context & Positioning
Sector Performance: The sector has experienced fluctuations in recent months.
Institutional Activity: Volume patterns suggest institutional interest, but no specific signals are present.
Correlation Analysis: FDBC's correlation with the market is moderate (R-squared: 0.40).
Relative Valuation: The stock is positioned within its trading range.
Key Levels & Action Items
Critical Price Levels:
- Support: $43.95 and $42.96
- Resistance: $45.47
Breakout/Breakdown Levels: No specific levels are present, but the upper Bollinger Band ($45.47) serves as a potential resistance level.
Time-Sensitive Catalysts: Earnings release date is scheduled for January 27, 2026.
Risk Management: Stop-loss levels can be set at $42.96, and position sizing considerations may include adjusting based on the company's beta.
By focusing on technical indicators, volatility metrics, and recent earnings history, we can maintain a neutral stance while acknowledging potential risks and opportunities in the market.
FDBC Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $539K | #2577 of 3138 | -7.1% | 13F | |
| Citadel Hedge fund Ken Griffin | $348K | #4896 of 6285 | -4.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $305K | #3338 of 3716 | -8.8% | 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
FDBC 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 |
|---|
FDBC Insider Trading (Form 4)
Latest: 2026-09-15| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-15 | Brian J Cali | Chairman of the Board | Buy (P) | +250 | — | EDGAR | |
| 2026-07-30 | Rocco DelVecchio | Director | Buy (P) | +25 | — | EDGAR | |
| 2026-06-12 | Brian J Cali | Chairman of the Board | Buy (P) | +273 | — | EDGAR | |
| 2026-03-20 | Adam D. Bonanno | Chief Information Officer | Award (A) | +1,000 | $43.64 | $43.6K | EDGAR |
| 2026-03-11 | Brian J Cali | Chairman of the Board | Buy (P) | +308 | — | EDGAR | |
| 2026-02-23 | Salvatore R Defrancesco Jr | Treasurer & CFO | Tax (F) | −593 | $45.45 | -$27.0K | EDGAR |
| 2026-02-20 | James Clemente | Director | Award (A) | +500 | $45.11 | $22.6K | EDGAR |
| 2026-02-20 | Rocco DelVecchio | Director | Award (A) | +500 | $45.11 | $22.6K | EDGAR |
| 2026-02-20 | Salvatore R Defrancesco Jr | Treasurer & CFO | Award (A) | +1,590 | $45.11 | $71.7K | EDGAR |
| 2026-02-20 | William J. Joyce Sr. | Director | Award (A) | +2,500 | $45.11 | $112.8K | EDGAR |
| 2026-02-20 | HelenBeth Garofalo Vilcek | Director | Award (A) | +2,500 | $45.11 | $112.8K | EDGAR |
| 2026-02-20 | Ruth G. Turkington | Chief Consumer Banking Officer | Award (A) | +1,531 | $45.11 | $69.1K | EDGAR |
| 2026-02-20 | Alan Silverman | Director | Award (A) | +2,500 | $45.11 | $112.8K | EDGAR |
| 2026-02-20 | Michael J McDonald | Vice Chairman | Award (A) | +2,500 | $45.11 | $112.8K | EDGAR |
| 2026-02-20 | Daniel J Santaniello | President & CEO | Mixed | +3,213 | $45.11 | $149.4K | EDGAR |
FDBC Insider Holdings
18 insiders · @ $60.23| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Brian J Cali | Chairman of the Board | 433,711 | $26.12M | $887.3K | 38 | 2026-09-15 |
| 2 | Michael J McDonald | Vice Chairman | 351,134 | $21.15M | $840.0K | 21 | 2026-02-20 |
| 3 | HelenBeth Garofalo Vilcek | Director | 167,384 | $10.08M | $226.7K | 13 | 2026-02-20 |
| 4 | Paul C. Woelkers | Director | 82,025 | $4.94M | $37.5K | 7 | 2026-02-20 |
| 5 | Daniel J Santaniello | President & CEO | 63,832 | $3.84M | -$875.1K | 22 | 2026-02-20 |
| 6 | Salvatore R Defrancesco Jr | Treasurer & CFO | 35,913 | $2.16M | -$191.2K | 15 | 2026-02-23 |
| 7 | John T Cognetti | Secretary | 31,833 | $1.92M | $30.3K | 12 | 2026-02-19 |
| 8 | Richard M. Hotchkiss | Director | 25,200 | $1.52M | -$203.9K | 10 | 2025-09-18 |
| 9 | Alan Silverman | Director | 23,931 | $1.44M | $0 | 12 | 2026-02-20 |
| 10 | William J. Joyce Sr. | Director | 20,936 | $1.26M | $312.7K | 15 | 2026-02-20 |
FDBC Board & Officers
As of SEC filings through Sep 15, 2026Directors 10
- Brian J Cali · on file since May 2006
- Daniel J Santaniello · listed since Mar 2015
- John T Cognetti · listed since Feb 2017
- Michael J McDonald · listed since Feb 2018
- William J. Joyce Sr. · since Jan 1, 2020
- HelenBeth Garofalo Vilcek · since May 1, 2020
- Alan Silverman · since Sep 15, 2020
- Paul C. Woelkers · since Jul 1, 2021
- James Clemente · since Jan 2, 2026
- Rocco DelVecchio · since Jan 2, 2026
Officers 9
- Daniel J Santaniello · President & CEO · listed since Jan 2016
- Salvatore R Defrancesco Jr · Treasurer & CFO · listed since Jan 2016
- Ruth G. Turkington · Chief Consumer Banking Officer · since May 30, 2023
- Charles Hangen · Chief Risk Officer · since Nov 3, 2025
- Adam D. Bonanno · Chief Information Officer · since Mar 16, 2026
- John T Cognetti · Secretary · listed since Mar 2020
- Brian J Cali · Chairman of the Board · listed since Mar 2020
- Michael J McDonald · Vice Chairman · listed since May 2020
- Peter A Gray · Executive VP & CLO · since Feb 5, 2026
Changes in the last 10 years (42)
| Mar 16, 2026 | Adam D. Bonanno became Chief Information Officer |
| Feb 5, 2026 | Peter A Gray became Executive VP & CLO |
| Jan 2, 2026 | Rocco DelVecchio became a director |
| Jan 2, 2026 | James Clemente became a director |
| Dec 18, 2025 | Michael J Pacyna Jr reported in an SEC filing no longer being Executive VP & CLO |
| Nov 3, 2025 | Charles Hangen became Chief Risk Officer |
| Sep 18, 2025 | Richard M. Hotchkiss reported in an SEC filing no longer being a director |
| Aug 5, 2025 | Eugene J Walsh reported in an SEC filing no longer being VP & COO |
| Jul 7, 2025 | Theresa M Hinton reported in an SEC filing no longer being General Counsel |
| May 30, 2023 | Ruth G. Turkington became Chief Consumer Banking Officer |
| May 18, 2023 | Kristin D O'Donnell reported in an SEC filing no longer being a director |
| May 2, 2023 | Theresa M Hinton became General Counsel |
| Feb 7, 2023 | Michael J Pacyna Jr listed as Executive VP & CLO (previously EVP & Cbdo) in SEC filings |
| Jun 8, 2022 | Richard J Lettieri reported in an SEC filing no longer being a director |
| Oct 4, 2021 | Timothy P O'Brien reported in an SEC filing no longer being Sr. EVP & CLO of Bank |
| Sep 8, 2021 | Mary E McDonald reported in an SEC filing no longer being a director |
| Sep 8, 2021 | Mary E McDonald reported in an SEC filing no longer being Assistant Secretary |
| Jul 1, 2021 | Paul C. Woelkers became a director |
| Feb 22, 2021 | Mary E McDonald first listed as Assistant Secretary in an SEC filing |
| Sep 15, 2020 | Alan Silverman became a director |
| May 27, 2020 | Michael J McDonald first listed as Vice Chairman in an SEC filing |
| May 11, 2020 | Patrick J Dempsey reported in an SEC filing no longer being a director |
| May 1, 2020 | Richard M. Hotchkiss became a director |
| May 1, 2020 | HelenBeth Garofalo Vilcek became a director |
| Apr 21, 2020 | David L Tressler reported in an SEC filing no longer being a director |
| Mar 11, 2020 | John T Cognetti first listed as Secretary in an SEC filing |
| Mar 5, 2020 | Brian J Cali first listed as Chairman of the Board in an SEC filing |
| Mar 2, 2020 | Timothy P O'Brien listed as Sr. EVP & CLO of Bank (previously Sr. EVP & CLO) in SEC filings |
| Feb 6, 2020 | Brian J Cali no longer listed as Chairman of the Board in SEC filings |
| Jan 1, 2020 | William J. Joyce Sr. became a director |
| Mar 8, 2019 | Brian J Cali first listed as Chairman of the Board in an SEC filing |
| Feb 12, 2019 | Timothy P O'Brien first listed as Sr. EVP & CLO in an SEC filing |
| Feb 12, 2019 | Patrick J Dempsey first listed as a director in an SEC filing |
| Feb 12, 2019 | Michael J Pacyna Jr first listed as EVP & Cbdo in an SEC filing |
| Feb 8, 2018 | Eugene J Walsh first listed as VP & COO in an SEC filing |
| Feb 7, 2018 | Michael J McDonald first listed as a director in an SEC filing |
| Feb 7, 2018 | Mary E McDonald first listed as a director in an SEC filing |
| Feb 23, 2017 | John T Cognetti first listed as a director in an SEC filing |
| Feb 9, 2017 | Patrick J Dempsey no longer listed as a director in SEC filings |
| Feb 9, 2017 | Patrick J Dempsey no longer listed as Chairman of the Board in SEC filings |
| Feb 9, 2017 | Michael J McDonald no longer listed as a director in SEC filings |
| Feb 9, 2017 | Michael J McDonald no longer listed as Vice Chairman in SEC filings |
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FDBC Proposed Insider Sales (Form 144)
Latest: 2026-02-12What 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 |
|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | McDonald Michael J. | Director | 10,414 | $500.0K | 2026-02-05 | See Remarks | — | EDGAR |
| 2025-05-23 | Walsh Eugene J. (FDBC) | Officer | 1,000 | $40.6K | 2025-05-23 | Commonwealth Financial Network | — | EDGAR |
| 2024-09-20 | Santaniello Daniel J. | Officer, Director | 500 | $27.7K | 2024-09-20 | Fidelity Bank Trust Dept | — | EDGAR |
| 2024-09-10 | Silverman Alan | Director | 2,000 | $103.8K | 2024-09-11 | Fidelity Bank Trust Department | — | EDGAR |
| 2024-07-31 | Santaniello Daniel J. (FDBC) | Officer, Director, President & CEO | 1,000 | $53.0K | 2024-07-30 | Fidelity Bank Trust Dept. | — | EDGAR |
| 2024-03-26 | Pacyna Michael J. (FDBC) | EVP & CLO | 154 | $7.1K | 2024-03-26 | Computershare Trust Company, N.A… | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $7.4M | $75.1B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $7.4M | — | 2026-09-30 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $2.7M | — | 2026-09-30 |
| 4 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.02% | $2.7M | $13.7B | 2026-10-20 |
| 5 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.5M | — | 2026-09-30 |
| 6 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.07% | $865,227 | $1.2B | 2026-10-20 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $321,953 | — | 2026-10-20 |
| 8 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.02% | $237,986 | — | 2026-09-30 |
| 9 | DHS WisdomTree U.S. High Dividend Fund | Nport | 0.01% | $219,101 | — | 2026-06-30 |
| 10 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $217,086 | — | 2026-10-20 |
| 11 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.01% | $206,914 | — | 2026-06-30 |
| 12 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $150,860 | — | 2026-10-20 |
| 13 | IWV iShares Russell 3000 ETF | iShares (BlackRock) | 0.00% | $142,156 | $20.6B | 2026-10-20 |
| 14 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $135,985 | — | 2026-10-21 |
| 15 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.01% | $125,335 | $1.0B | 2026-10-20 |
| 16 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.01% | $58,310 | — | 2026-06-30 |
| 17 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.00% | $51,420 | — | 2026-06-30 |
| 18 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.00% | $41,817 | $31.4B | 2026-10-20 |
| 19 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $38,641 | — | 2026-10-20 |
| 20 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $36,289 | — | 2026-10-20 |
| 21 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $25,761 | $21.4B | 2026-10-20 |
| 22 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $24,548 | — | 2026-09-30 |
| 23 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $21,997 | $3.1B | 2026-10-20 |
| 24 | OMFS Invesco Russell 2000 Dynamic Multifactor ETF | Nport | 0.01% | $19,712 | — | 2026-05-31 |
| 25 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.01% | $15,981 | — | 2026-10-21 |
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.
- 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.
- 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.