GHC GRAHAM HOLDINGS COMPANY
XNYSStock 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)
- SERVICES-EDUCATIONAL SERVICES (8200) · industry map
- Exchange
- XNYS
- Market Cap
- $4.8B
- Employees
- 19,920
- List Date
- 1972-06-01
- CIK
- 0000104889
- Headquarters
- Arlington, VA
- Homepage
- https://www.ghco.com
Graham Holdings Company is a diversified holding company with operations spanning educational services, television broadcasting, healthcare, manufacturing, automotive dealerships, and other businesses. The Company's education activities are conducted through Kaplan, whose services include academic preparation programs for international students, English-language programs, exam preparation, and career and academic advisement. These services are provided to students, schools, and colleges, both domestically and outside the United States. It operates through seven reportable segments: Kaplan Inte…
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 | 8.02% | -9.72% | 6.67% | 2.61% | 7.32% | 7.30% | 3.70% |
| Feb | 3.59% | 1.66% | -4.87% | -3.93% | 7.51% | -11.32% | -1.23% |
| Mar | -3.74% | 3.84% | -4.96% | 9.65% | -0.64% | 0.77% | 0.82% |
| Apr | 10.69% | -4.42% | -3.12% | -7.22% | -5.66% | 5.81% | -0.65% |
| May | 3.45% | 3.63% | -2.67% | 4.81% | 3.78% | -3.27% | 1.62% |
| Jun | -6.15% | -7.09% | 1.46% | -6.29% | -0.68% | 2.82% | -2.65% |
| Jul | 4.18% | 2.31% | 2.83% | 11.73% | -0.85% | 3.11% | 3.88% |
| Aug | -7.41% | -5.59% | 0.62% | 7.64% | 18.00% | -6.94% | 1.05% |
| Sep | -3.25% | -4.43% | -1.24% | 7.11% | 8.11% | 3.34% | 1.61% |
| Oct | -1.94% | 13.97% | -0.98% | 4.42% | -12.12% | 1.50%* | 0.81% |
| Nov | -6.79% | 0.87% | 8.23% | 10.60% | 6.75% | -- | 3.93% |
| Dec | 12.54% | -6.96% | 9.20% | -8.70% | -0.85% | -- | 1.05% |
| Total | 11.12% | -13.40% | 10.34% | 33.79% | 31.15% | 1.56% | 12.43% |
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: GHC
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers:
- Bullish MACD signal
- Neutral RSI reading
- Supportive recent news sentiment
- Moderate volatility
Primary risks:
- Technical consolidation could lead to stagnation
- Negative earnings surprise
Investment thesis:
GHC appears to be in a moderate uptrend, supported by its bullish MACD signal and neutral RSI reading. Recent news headlines are neutral, which aligns with the stock's technical momentum. With a moderate volatility profile, GHC presents an attractive risk-reward scenario for investors seeking a stable growth opportunity.
Recent news sentiment impact:
The majority of recent news headlines have been neutral, focusing on dividend increases and portfolio updates. This lack of market-moving news has allowed GHC to trade within its established range, pending any catalysts that could spark further movement.
Technical Analysis
Trend Direction: Neutral (Short-term), Uptrend (Medium-term)
Support/Resistance Levels:
- SMA 20: $1121.83 (support)
- Upper Bollinger Band: $1164.59 (resistance)
- Lower Bollinger Band: $1079.06 (support)
Momentum Signals: RSI interpretation: Neutral (47.36) - no clear buy or sell signal MACD signal: Bullish (above zero line) - momentum supports the uptrend Bollinger Bands position: Squeeze - price is within the bands, awaiting a breakout
Volume Analysis:
- Volume SMA 20: 17372.80 (stable)
- On-Balance Volume (OBV): -313755.96 (negative but not alarming)
News & Sentiment Analysis
Recent Headlines Summary:
- Neutral news headlines dominate, with no significant market-moving events
Sentiment Assessment:
Neutral sentiment prevails, with a slight lean towards positivity
Catalyst Identification:
No imminent earnings or product launch announcements; focus on technical signals and market trends
Market Narrative:
Technical indicators are neutral to bullish, aligning with the recent price action. News headlines have been neutral, allowing the stock to trade within its established range.
Risk & Volatility Assessment
Beta Interpretation: Moderate risk (0.86 vs SPY)
Volatility Regime: Moderate volatility (Stock Volatility: 0.27)
Options Market Signals:
- IV rank: N/A (no options data available)
- Put/call ratios: N/A
- Unusual activity: N/A
Downside Protection:
Support levels:
- SMA 20: $1121.83
- Lower Bollinger Band: $1079.06
Risk management considerations:
- Set stop-loss levels around the lower Bollinger Band or SMA 20 for risk management
Market Context & Positioning
Sector Performance:
GHC is trading within its sector's range, with no significant relative strength or weakness
Institutional Activity:
Volume patterns suggest institutional interest remains stable
Correlation Analysis:
R-squared interpretation: GHC follows the market (0.39)
Relative Valuation:
GHC trades within its established range, neither overbought nor oversold
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $1121.83 (support)
- Upper Bollinger Band: $1164.59 (resistance)
- Lower Bollinger Band: $1079.06 (support)
Breakout/Breakdown Levels:
- Any price action above the upper Bollinger Band or below the lower Bollinger Band could trigger significant moves
Time-Sensitive Catalysts:
None available; focus on technical signals and market trends
Risk Management:
Set stop-loss levels around the lower Bollinger Band or SMA 20 for risk management
GHC 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 | $10.6M | #1028 of 3138 | -1.0% | 13F | |
| Markel Group Holding company Tom Gayner | $5.9M | #117 of 145 | 0.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $2.5M | #2693 of 6285 | -75.7% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.1M | #2544 of 3716 | -79.4% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $244K | #979 of 997 | -1.8% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $126K | #2854 of 4729 | +74.6% | 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
GHC 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 |
|---|
GHC Insider Trading (Form 4)
Latest: 2026-10-02| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Jack A. Markell | Director | Award (A) | +7 | $1139.10 | $8.0K | EDGAR |
| 2026-10-02 | Anne M Mulcahy | Director | Award (A) | +21 | $1139.10 | $23.9K | EDGAR |
| 2026-10-02 | G Richard Wagoner Jr | Director | Award (A) | +21 | $1139.10 | $23.9K | EDGAR |
| 2026-10-02 | Danielle Y. Conley | Director | Award (A) | +19 | $1139.10 | $21.6K | EDGAR |
| 2026-10-02 | Christopher C Davis | Director | Award (A) | +24 | $1139.10 | $27.3K | EDGAR |
| 2026-08-31 | Jacob Maas | Executive VP | Mixed | +499 | $1159.23 | -$580.8K | EDGAR |
| 2026-08-14 | Donald Graham | Director | Other (J) | −12,633 RSU | — | EDGAR | |
| 2026-08-14 | Timothy J O'Shaughnessy | President and CEO | Other (J) | −4,211 | — | EDGAR | |
| 2026-08-14 | Laura O'Shaughnessy | 10%+ Owner | Other (J) | −4,211 | — | EDGAR | |
| 2026-07-06 | Jack A. Markell | Director | Award (A) | +7 | $1161.11 | $8.1K | EDGAR |
| 2026-07-06 | Christopher C Davis | Director | Award (A) | +23 | $1161.11 | $26.7K | EDGAR |
| 2026-07-06 | Anne M Mulcahy | Director | Award (A) | +21 | $1161.11 | $24.4K | EDGAR |
| 2026-07-06 | Danielle Y. Conley | Director | Award (A) | +19 | $1161.11 | $22.1K | EDGAR |
| 2026-07-06 | G Richard Wagoner Jr | Director | Award (A) | +21 | $1161.11 | $24.4K | EDGAR |
| 2026-05-28 | Timothy J O'Shaughnessy | President and CEO | Other (J) | −6,000 | — | EDGAR |
GHC Insider Holdings
16 insiders · @ $1168.51| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Andrew Stephen Rosen | Executive Vice President | 40,773 | $47.64M | -$22.01M | 18 | 2025-01-06 |
| 2 | Timothy J O'Shaughnessy | President and CEO | 22,878 | $26.73M | $3.07M | 24 | 2026-08-14 |
| 3 | Laura O'Shaughnessy | 10%+ Owner | 22,878 | $26.73M | $0 | 9 | 2026-08-14 |
| 4 | Katharine Weymouth | Director | 7,615 | $8.90M | -$9.34M | 11 | 2026-05-28 |
| 5 | Jacob Maas | Executive VP | 7,156 | $8.36M | $99.3K | 15 | 2026-08-31 |
| 6 | Christopher C Davis | Director | 5,638 | $6.59M | $0 | 18 | 2026-10-02 |
| 7 | Nicole Marie Maddrey | Sr. VP-GC & Secretary | 4,223 | $4.93M | $0 | 5 | 2025-01-06 |
| 8 | Wallace R. Cooney | Chief Financial Officer | 3,746 | $4.38M | -$1.45M | 10 | 2025-01-06 |
| 9 | G Richard Wagoner Jr | Director | 2,704 | $3.16M | $0 | 18 | 2026-10-02 |
| 10 | Sandra M. Stonesifer | VP, Chief HR Officer | 1,322 | $1.54M | $11.8K | 3 | 2025-01-06 |
GHC Board & Officers
As of SEC filings through Oct 2, 2026Directors 9
- Christopher C Davis · since Jan 19, 2006
- Thomas Sinnickson Gayner · since Jan 18, 2007
- Anne M Mulcahy · since Jan 17, 2008
- G Richard Wagoner Jr · since Jun 10, 2010
- Katharine Weymouth · since Sep 23, 2010
- Timothy J O'Shaughnessy · listed since Mar 2016
- Donald Graham · listed since Oct 2017
- Tony Allen · since Feb 23, 2021
- Danielle Y. Conley · since Sep 15, 2022
Officers 2
- Timothy J O'Shaughnessy · President and CEO · listed since Nov 2015
- Jacob Maas · Executive VP · listed since Nov 2024
10% owners 2
- Donald Graham · on file since 2006
- Laura O'Shaughnessy · since Sep 3, 2024
Changes in the last 10 years (13)
| Nov 8, 2024 | Jacob Maas listed as Executive VP (previously Executive VP-Planning and Dev.) in SEC filings |
| Sep 3, 2024 | Laura O'Shaughnessy became a 10% owner |
| Sep 15, 2022 | Danielle Y. Conley became a director |
| Jan 21, 2022 | Jacob Maas listed as Executive VP-Planning and Dev. (previously Sr. VP-Planning and Dev.) in SEC filings |
| Dec 21, 2021 | The company announced the departure of Jack A. Markell from the board in an SEC filing |
| Feb 23, 2021 | Tony Allen became a director |
| Jan 14, 2021 | Sandra M. Stonesifer became VP, Chief HR Officer |
| Jan 4, 2019 | Wallace R. Cooney listed as Chief Financial Officer (previously VP-Finance and CAO) in SEC filings |
| Jan 18, 2018 | Marcel A. Snyman became VP-Chief Accounting Officer |
| Oct 2, 2017 | Donald Graham first listed as a director in an SEC filing |
| Jul 26, 2017 | Donald Graham no longer listed as a director in SEC filings |
| May 4, 2017 | Jack A. Markell became a director |
| Jan 5, 2017 | Jacob Maas listed as Sr. VP-Planning and Dev. (previously Senior VP Planning Development) in SEC filings |
Not reported recently (7)
- Wallace R. Cooney · Last reported as Chief Financial Officer in an SEC filing dated Jan 6, 2025
- Andrew Stephen Rosen · Last reported as Executive Vice President in an SEC filing dated Jan 6, 2025
- Nicole Marie Maddrey · Last reported as Sr. VP-GC & Secretary in an SEC filing dated Jan 6, 2025
- Marcel A. Snyman · Last reported as VP-Chief Accounting Officer in an SEC filing dated Jan 6, 2025
- Sandra M. Stonesifer · Last reported as VP, Chief HR Officer in an SEC filing dated Jan 6, 2025
- Lee C Bollinger · Last reported as a director in an SEC filing dated Aug 27, 2020
- Denise M Demeter · Last reported as VP and Chief HR Officer in an SEC filing dated Jan 4, 2019
GHC Proposed Insider Sales (Form 144)
Latest: 2025-01-06What 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 |
|---|---|---|---|---|---|---|---|---|
| 2025-01-06 | Snyman Marcel A. | Officer | 159 | $140.1K | 2025-01-06 | Merrill Lynch | 10b5-1 | EDGAR |
| 2024-03-14 | Weymouth Katharine | Affiliate | 556 | $404.2K | 2024-03-14 | Charles Schwab Corporation | — | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-05 | 0001628280-26-030685 | EDGAR |
| 2026-05-01 | 0001628280-26-029369 | EDGAR |
| 2026-04-30 | 0001628280-26-028610 | EDGAR |
| 2026-02-25 | 0001628280-26-011410 | EDGAR |
| 2025-11-24 | 0001628280-25-053825 | EDGAR |
| 2025-11-13 | 0001628280-25-052124 | EDGAR |
| 2025-11-12 | 0001628280-25-051331 | EDGAR |
| 2025-10-29 | 0001628280-25-046930 | EDGAR |
| 2025-07-30 | 0000104889-25-000063 | EDGAR |
| 2025-05-07 | 0000104889-25-000035 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-25 | 0001628280-26-011405 | EDGAR |
| 2025-02-26 | 0000104889-25-000022 | EDGAR |
| 2024-02-23 | 0000104889-24-000010 | EDGAR |
| 2023-02-24 | 0000104889-23-000021 | EDGAR |
| 2022-02-25 | 0000104889-22-000011 | EDGAR |
| 2021-02-24 | 0000104889-21-000018 | EDGAR |
| 2020-02-26 | 0000104889-20-000007 | EDGAR |
| 2019-02-25 | 0000104889-19-000013 | EDGAR |
| 2018-02-23 | 0000104889-18-000011 | EDGAR |
| 2017-02-24 | 0000104889-17-000010 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001628280-26-028607 | EDGAR |
| 2025-10-29 | 0001628280-25-046925 | EDGAR |
| 2025-07-30 | 0000104889-25-000062 | EDGAR |
| 2025-04-30 | 0000104889-25-000032 | EDGAR |
| 2024-10-30 | 0000104889-24-000065 | EDGAR |
| 2024-07-31 | 0000104889-24-000041 | EDGAR |
| 2024-05-01 | 0000104889-24-000016 | EDGAR |
| 2023-11-01 | 0000104889-23-000064 | EDGAR |
| 2023-08-02 | 0000104889-23-000052 | EDGAR |
| 2023-05-03 | 0000104889-23-000034 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.11% | $136.6M | $123.2B | 2026-10-29 |
| 2 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.45% | $126.3M | — | 2026-10-29 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $110.0M | — | 2026-09-30 |
| 4 | SDVY First Trust SMID Cap Rising Dividend Achievers ETF | First Trust | 0.90% | $101.1M | $11.2B | 2026-10-29 |
| 5 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.12% | $92.3M | $75.5B | 2026-10-29 |
| 6 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.04% | $79.4M | — | 2026-09-30 |
| 7 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.08% | $51.6M | — | 2026-09-30 |
| 8 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.12% | $42.8M | — | 2026-10-29 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.04% | $41.6M | — | 2026-09-30 |
| 10 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.24% | $34.5M | $14.1B | 2026-10-29 |
| 11 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.11% | $28.5M | $26.2B | 2026-10-29 |
| 12 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.08% | $25.5M | — | 2026-10-29 |
| 13 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.02% | $21.0M | — | 2026-09-30 |
| 14 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.11% | $20.7M | $18.9B | 2026-10-29 |
| 15 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.12% | $20.6M | — | 2026-09-30 |
| 16 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.08% | $17.9M | — | 2026-05-31 |
| 17 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $16.4M | — | 2026-10-29 |
| 18 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.19% | $14.5M | — | 2026-10-29 |
| 19 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.14% | $12.8M | — | 2026-05-31 |
| 20 | IJK iShares S&P Mid-Cap 400 Growth ETF | iShares (BlackRock) | 0.10% | $11.0M | $10.4B | 2026-10-29 |
| 21 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.12% | $10.1M | $8.7B | 2026-10-29 |
| 22 | GRPM Invesco S&P MidCap 400 GARP ETF | Invesco | 1.46% | $9.0M | — | 2026-10-29 |
| 23 | SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF | First Trust | 0.90% | $8.1M | $900.8M | 2026-10-29 |
| 24 | USVM VictoryShares US Small Mid Cap Value Momentum ETF | Nport | 0.46% | $8.1M | — | 2026-06-30 |
| 25 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.13% | $7.8M | — | 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.