FLXS Flexsteel Industries
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)
- HOUSEHOLD FURNITURE (2510) · industry map
- Exchange
- XNAS
- Market Cap
- $0.3B
- Employees
- 1,200
- List Date
- 1972-06-01
- CIK
- 0000037472
- Next Earnings
- 2026-10-26 (After-Close)
- EPS Forecast
- $1.25 (1 est.)
- Headquarters
- Dubuque, IA
- Homepage
- https://www.flexsteel.com
Flexsteel Industries Inc is a United States-based company that manufactures, imports, and markets residential upholstered wooden furniture products. Its product offerings include sofas, loveseats, chairs, rockers, desks, tables, convertible bedding units, and bedroom furniture. The company's products are intended for use in home, office, hotel, healthcare, and other contract applications. A featured component in the company's upholstered furniture is the durable Blue Steel Spring. It operates in the business segment of Furniture products. The company's furniture products business involves the …
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 | 4.09% | -7.19% | 20.83% | 52.89% | -7.31% | 0.30% | 10.60% |
| Feb | -1.08% | -12.87% | 9.83% | 24.07% | -6.66% | 23.55% | 6.14% |
| Mar | -5.01% | -4.08% | -7.71% | 5.07% | -14.90% | -10.71% | -6.22% |
| Apr | 21.25% | 14.04% | -11.33% | -14.81% | -10.19% | 17.84% | 2.80% |
| May | -0.21% | -12.80% | 8.28% | -0.14% | -6.93% | 2.18% | -1.60% |
| Jun | -15.22% | -5.11% | 4.65% | -14.53% | 22.63% | 28.28% | 3.45% |
| Jul | -18.52% | 1.56% | 1.35% | 15.31% | -8.97% | -3.24% | -2.08% |
| Aug | 2.40% | -5.05% | 13.00% | 13.31% | 38.70% | 2.34% | 10.78% |
| Sep | -11.65% | -10.13% | -8.14% | 10.53% | -0.75% | 6.85% | -2.22% |
| Oct | -8.59% | -5.42% | -3.98% | 35.11% | -23.79% | -3.35%* | -1.67% |
| Nov | 1.68% | -2.18% | -16.25% | 4.96% | 14.45% | -- | 0.53% |
| Dec | -6.90% | 3.49% | 1.62% | -10.51% | -2.45% | -- | -2.95% |
| Total | -36.00% | -39.27% | 5.80% | 165.59% | -19.53% | 74.78% | 25.23% |
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
Click Frenzy-Pro™ for an AI analysis of this ticker.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
FLXS 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
Moderate volatility - stock generally follows market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $10.9M | #1014 of 3138 | +3.3% | 13F | |
| Point72 Hedge fund Steve Cohen | $285K | #1729 of 1945 | new | 13F | |
| Millennium Management Hedge fund Izzy Englander | $231K | #3430 of 3716 | -80.8% | 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
FLXS 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 |
|---|
FLXS Insider Trading (Form 4)
Latest: 2026-10-02| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | William S. Creekmuir | Director | Mixed | −3,742 | $81.13 | -$101.4K | EDGAR |
| 2026-09-17 | Terence P. Calloway | Director | Award (A) | +321 | — | EDGAR | |
| 2026-09-17 | Anand S Kangala | Director | Award (A) | +321 | — | EDGAR | |
| 2026-09-17 | Jeanne McGovern | Director | Award (A) | +321 | — | EDGAR | |
| 2026-09-17 | Kathryn P Dickson | Director | Award (A) | +321 | — | EDGAR | |
| 2026-09-17 | William S. Creekmuir | Director | Award (A) | +321 | — | EDGAR | |
| 2026-09-17 | Michael Scott Culbreth | Director | Award (A) | +321 | — | EDGAR | |
| 2026-09-16 | William S. Creekmuir | Director | Mixed | −6,442 | $81.25 | -$320.9K | EDGAR |
| 2026-09-08 | William S. Creekmuir | Director | Sell (S) | −3,100 | $81.58 | -$252.9K | EDGAR |
| 2026-09-08 | Stacy Marie Kammes | VP Talent, Customer Experience | Mixed | +265 | $56.49 | -$293.1K | EDGAR |
| 2026-09-04 | Michael Scott Culbreth | Director | Sell (S) | −4,000 | $80.85 | -$323.4K | EDGAR |
| 2026-09-03 | Michael Joseph McClaflin | Chief Information Officer | Sell (S) | −2,500 | $81.45 | -$203.6K | EDGAR |
| 2026-09-03 | William S. Creekmuir | Director | Sell (S) | −3,008 | $81.54 | -$245.3K | EDGAR |
| 2026-09-01 | Michael J Ressler | CFO | Mixed | +1,259 | $50.93 | -$10 | EDGAR |
| 2026-09-01 | William S. Creekmuir | Director | Sell (S) | −3,100 | $81.85 | -$253.7K | EDGAR |
FLXS Insider Holdings
14 insiders · @ $83.56| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jerald K Dittmer | President & CEO | 228,919 | $19.13M | $351.2K | 29 | 2024-10-28 |
| 2 | Derek P Schmidt | President & CEO | 179,361 | $14.99M | $2.59M | 29 | 2026-09-01 |
| 3 | David Edward Crimmins | Chief Growth Officer | 38,178 | $3.19M | -$463.3K | 16 | 2026-08-28 |
| 4 | Michael Joseph McClaflin | Chief Information Officer | 37,526 | $3.14M | -$990.5K | 27 | 2026-09-03 |
| 5 | Stacy Marie Kammes | VP Talent, Customer Experience | 34,056 | $2.85M | -$409.6K | 18 | 2026-09-08 |
| 6 | Thomas M Levine | Director | 31,525 | $2.63M | -$2.1K | 52 | 2025-12-12 |
| 7 | Kathryn P Dickson | Director | 26,274 | $2.20M | $197.9K | 26 | 2026-09-17 |
| 8 | Michael J Ressler | CFO | 20,989 | $1.75M | $0 | 8 | 2026-09-01 |
| 9 | William S. Creekmuir | Director | 18,976 | $1.59M | -$975.4K | 39 | 2026-10-02 |
| 10 | Jeanne McGovern | Director | 12,133 | $1.01M | $0 | 16 | 2026-09-17 |
FLXS Board & Officers
As of SEC filings through Oct 2, 2026Directors 8
- William S. Creekmuir · since Jan 9, 2019
- Kathryn P Dickson · since Jun 14, 2021
- Michael Scott Culbreth · since Dec 21, 2021
- Jeanne McGovern · since Sep 30, 2022
- Derek P Schmidt · listed since Jul 2024
- Frank Brooks Bertsch · since Dec 11, 2024
- Terence P. Calloway · since May 21, 2025
- Anand S Kangala · since Sep 10, 2026
Officers 5
- Derek P Schmidt · President & CEO · listed since Jul 2024
- Michael J Ressler · CFO · since Jan 10, 2024
- Michael Joseph McClaflin · Chief Information Officer · since Mar 28, 2019
- David Edward Crimmins · Chief Growth Officer · listed since Jul 2026
- Stacy Marie Kammes · VP Talent, Customer Experience · listed since Jul 2026
Changes in the last 10 years (43)
| Sep 10, 2026 | Anand S Kangala became a director |
| Jul 2, 2026 | Stacy Marie Kammes listed as VP Talent, Customer Experience (previously VP - Human Resources) in SEC filings |
| Jul 2, 2026 | David Edward Crimmins listed as Chief Growth Officer (previously VP - Sales & Product Mgmt) in SEC filings |
| Oct 8, 2025 | The company announced the departure of Thomas M Levine from the board in an SEC filing |
| May 21, 2025 | Terence P. Calloway became a director |
| Dec 11, 2024 | Frank Brooks Bertsch became a director |
| Jul 2, 2024 | Jerald K Dittmer first listed as a director in an SEC filing |
| Jul 2, 2024 | Derek P Schmidt listed as President & CEO (previously COO) in SEC filings |
| Jul 2, 2024 | Derek P Schmidt first listed as a director in an SEC filing |
| Jul 2, 2024 | David Edward Crimmins listed as VP - Sales & Product Mgmt (previously VP - Sales) in SEC filings |
| Apr 25, 2024 | The company announced the departure of Jerald K Dittmer as President & CEO in an SEC filing |
| Jan 10, 2024 | Michael J Ressler became CFO |
| Jan 9, 2024 | The company announced the departure of Matthew Kaness from the board in an SEC filing |
| Oct 9, 2023 | The company announced the departure of Mary C Bottie from the board in an SEC filing |
| May 26, 2023 | The company announced the departure of Gilbert Alejandro Huerta as CFO in an SEC filing |
| Feb 13, 2023 | Timothy Patrick Newlin listed as VP-Strategic Business Dev (previously VP-Marketing & Product) in SEC filings |
| Sep 30, 2022 | The company announced the departure of Eric S Rangen from the board in an SEC filing |
| Sep 30, 2022 | Jeanne McGovern became a director |
| Jul 5, 2022 | Derek P Schmidt listed as COO (previously CFO & COO) in SEC filings |
| Jun 1, 2022 | Gilbert Alejandro Huerta became CFO |
| Dec 21, 2021 | Michael Scott Culbreth became a director |
| Jun 14, 2021 | Kathryn P Dickson became a director |
| Apr 6, 2020 | Derek P Schmidt became CFO & COO |
| Jan 3, 2020 | Carl Anthony Hayden Jr. listed as VP - Operations (previously VP - Manufacturing) in SEC filings |
| Nov 6, 2019 | Timothy Patrick Newlin listed as VP-Marketing & Product (previously VP - Home Furnishings) in SEC filings |
| Sep 20, 2019 | Matthew Kaness became a director |
| Sep 20, 2019 | Charles R Eitel became a director |
| Sep 13, 2019 | David Edward Crimmins became VP - Sales |
| Jul 1, 2019 | Timothy Patrick Newlin became VP - Home Furnishings |
| Jul 1, 2019 | Stacy Marie Kammes became VP - Human Resources |
| Mar 28, 2019 | Michael Joseph McClaflin became Chief Information Officer |
| Mar 28, 2019 | Carl Anthony Hayden Jr. became VP - Manufacturing |
| Mar 25, 2019 | Terrence Heath Willis became VP - Direct Commerce |
| Mar 6, 2019 | Jeffrey T Bertsch no longer listed as Interim President, Director in SEC filings |
| Mar 6, 2019 | Jeffrey T Bertsch first listed as a director in an SEC filing |
| Jan 9, 2019 | William S. Creekmuir became a director |
| Dec 28, 2018 | Jerald K Dittmer became President & CEO |
| Sep 12, 2018 | Jeffrey T Bertsch no longer listed as a director in SEC filings |
| Sep 12, 2018 | Jeffrey T Bertsch first listed as Interim President, Director in an SEC filing |
| Jan 8, 2018 | Marcus D Hamilton became Chief Financial Officer |
| Jul 5, 2017 | Steven Kenneth Hall became Executive Officer |
| Jul 5, 2017 | Richard John Stanley became Executive Officer |
| Dec 5, 2016 | Michael Edwards became a director |
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Not reported recently (16)
- Jerald K Dittmer · Last reported as a director in an SEC filing dated Oct 28, 2024
- Timothy Patrick Newlin · Last reported as VP-Strategic Business Dev in an SEC filing dated Sep 13, 2023
- Carl Anthony Hayden Jr. · Last reported as VP - Operations in an SEC filing dated Jan 18, 2023
- Terrence Heath Willis · Last reported as VP - Direct Commerce in an SEC filing dated Jan 5, 2021
- Robert J Maricich · Last reported as a director in an SEC filing dated Jun 10, 2020
- Charles R Eitel · Last reported as a director in an SEC filing dated Mar 11, 2020
- Marcus D Hamilton · Last reported as Chief Financial Officer in an SEC filing dated Jan 3, 2020
- Nancy E Uridil · Last reported as a director in an SEC filing dated Dec 11, 2019
- Michael Edwards · Last reported as a director in an SEC filing dated Dec 11, 2019
- Jeffrey T Bertsch · Last reported as a director in an SEC filing dated Jun 5, 2019
- Steven Kenneth Hall · Last reported as Executive Officer in an SEC filing dated Jan 18, 2019
- Richard John Stanley · Last reported as Executive Officer in an SEC filing dated Sep 13, 2018
- Timothy E Hall · Last reported as S.v.p. C.f.o. in an SEC filing dated May 22, 2018
- Karel K Czanderna · Last reported as President & CEO in an SEC filing dated Sep 8, 2017
- Julia K Bizzis · Last reported as Senior V.P. in an SEC filing dated Sep 6, 2017
- Lynn J Davis · Last reported as a director in an SEC filing dated Dec 7, 2016
FLXS Proposed Insider Sales (Form 144)
Latest: 2026-09-14What 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 |
|---|---|---|---|---|---|---|---|---|
| 2026-09-14 144/A | Creekmuir William S. | Director | 9,308 | — | 2026-08-28 | GEORGESON SECURITIES CORPORATION | — | EDGAR |
| 2026-09-03 | Michael Scott Culbreth | Director | 4,000 | $321.5K | 2026-09-03 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-08-28 144/A | Montag Wealth Management LLC | Officer | 7,000 | $575.7K | 2026-08-28 | Osaic Wealth Inc | 10b5-1 | EDGAR |
| 2026-08-21 | Kammes Stacy Marie | Officer, VP Talent, Customer Experience | 5,000 | $406.0K | 2026-08-21 | Citigroup Global Markets, Inc. | — | EDGAR |
| 2026-08-21 | Crimmins David Edward | Officer, CHIEF GROWTH OFFICER | 4,500 | $368.2K | 2026-08-21 | CITIGROUP GLOBAL MARKETS | — | EDGAR |
| 2026-08-20 | Crimmins David Edward | Officer, CHIEF GROWTH OFFICER | 1,262 | $101.4K | 2026-08-20 | CITIGROUP GLOBAL MARKETS | — | EDGAR |
| 2026-04-30 | Bertsch Frank Brooks | Former Affiliate | 2,476 | $137.2K | 2026-04-30 | Charles Schwab & Co | — | EDGAR |
| 2025-02-14 | DITTMER JERALD K | Director | 124,448 | $6.40M | 2025-02-18 | Merrill Lynch | — | EDGAR |
| 2025-02-06 | DITTMER JERALD K | Director | 21,500 | $1.25M | 2025-02-06 | Merrill Lynch | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.04% | $13.0M | $31.4B | 2026-10-20 |
| 2 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.03% | $7.9M | — | 2026-10-20 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $7.1M | $75.1B | 2026-10-20 |
| 4 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $6.6M | — | 2026-09-30 |
| 5 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.02% | $6.6M | — | 2026-10-20 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $4.7M | — | 2026-09-30 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $3.7M | — | 2026-10-20 |
| 8 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.04% | $2.8M | $6.6B | 2026-10-20 |
| 9 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.02% | $2.6M | $13.7B | 2026-10-20 |
| 10 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.10% | $2.5M | — | 2026-06-30 |
| 11 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.09% | $2.0M | — | 2026-06-30 |
| 12 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.0M | — | 2026-10-20 |
| 13 | FDM First Trust Dow Jones Select MicroCap Index Fund | First Trust | 0.68% | $1.8M | $264.8M | 2026-10-20 |
| 14 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.6M | — | 2026-09-30 |
| 15 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.02% | $1.6M | — | 2026-10-20 |
| 16 | VFMF Vanguard U.S. Multifactor ETF | Vanguard | 0.13% | $1.4M | — | 2026-10-20 |
| 17 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $859,157 | — | 2026-10-20 |
| 18 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.07% | $857,891 | $1.2B | 2026-10-20 |
| 19 | SFLO VictoryShares Small Cap Free Cash Flow ETF | Nport | 0.12% | $698,920 | — | 2026-06-30 |
| 20 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.02% | $646,941 | $3.1B | 2026-10-20 |
| 21 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.03% | $642,469 | — | 2026-10-20 |
| 22 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.07% | $491,791 | — | 2026-06-30 |
| 23 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.01% | $324,103 | — | 2026-07-31 |
| 24 | AIMS Acuitas Small Cap Active ETF | Nport | 0.35% | $323,988 | — | 2026-06-30 |
| 25 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.02% | $258,606 | — | 2026-09-30 |
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.