GlobeNewswire Inc.T3·5mo ago
HOV Hovnanian Enterprises, Inc. Class A
XNYS
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.
HOV
—
—
Key stats
Related
About
- Industry (SIC)
- OPERATIVE BUILDERS (1531) · industry map
- Exchange
- XNYS
- Market Cap
- $0.5B
- Employees
- 1,891
- List Date
- 1983-09-07
- CIK
- 0000357294
- Next Earnings
- 2026-12-03
- Headquarters
- Matawan, NJ
- Homepage
- https://www.khov.com
Hovnanian Enterprises Inc conducts all of its homebuilding and financial services operations. The company designs, constructs, markets, and sells single-family detached homes, attached townhomes and condominiums, urban infill, and active lifestyle homes in planned residential developments. It has two distinct operations: homebuilding and financial services. Its homebuilding operations are divided geographically into three segments: Northeast, which includes Delaware, Maryland, New Jersey, Ohio, Pennsylvania, Virginia, and West Virginia; Southeast, which includes Florida, Georgia, and South Car…
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 60.63% | -20.00% | 34.89% | 11.28% | 3.40% | 15.21% | 17.57% |
| Feb | 13.65% | -1.44% | 12.47% | -10.63% | -20.53% | 12.50% | 1.00% |
| Mar | 78.89% | -37.27% | 1.57% | -4.39% | 7.48% | -8.24% | 6.34% |
| Apr | 13.56% | -21.51% | 7.43% | -4.62% | -7.47% | 0.85% | -1.96% |
| May | 2.95% | 9.83% | 14.37% | -4.36% | -6.39% | -0.09% | 2.72% |
| Jun | -24.70% | -24.71% | 16.58% | -7.54% | 18.86% | 26.27% | 0.79% |
| Jul | -0.42% | 5.00% | 11.98% | 51.30% | 4.64% | -9.73% | 10.46% |
| Aug | 3.02% | -17.92% | 9.59% | 9.07% | 13.20% | -4.79% | 2.03% |
| Sep | -11.14% | -14.53% | -18.90% | 2.86% | -5.68% | -6.92% | -9.05% |
| Oct | -11.71% | 8.30% | -31.97% | -13.75% | -8.46% | -11.83%* | -11.57% |
| Nov | 9.38% | 19.34% | 22.38% | 11.08% | 7.56% | -- | 13.95% |
| Dec | 28.08% | -11.84% | 63.60% | -31.25% | -24.59% | -- | 4.80% |
| Total | 224.16% | -73.06% | 199.21% | -10.34% | -24.57% | 6.73% | 53.69% |
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: $105.86
SMA 50: $115.45
SMA 200: $118.09
Current: $101.09
EMA 12: $100.41
EMA 26: $106.41
MACD: -5.9935 | Signal: -0.6415
BEARISH
ADX (14): 35.90
TREND
+DI: 13.95
−DI: 29.43
Momentum Oscillators
RSI (14): 44.31
NEUTRAL
Stoch %K: 21.49
Stoch %D: 12.74
Williams %R: -58.51
Volume & Volatility
BB Upper: $122.12
BB Lower: $89.59
NEUTRAL
OBV: -2,976,245
Vol SMA 20: 122,982
Vol ROC: -15.94%
ATR: $5.80
True Range: $9.46
HV 20: 67.7%
HV 30: 58.1%
HV 60: 59.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: HOV
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers: Technical momentum signals, recent news sentiment impact
Primary risks: High volatility, potential earnings miss
Investment thesis: HOV's technical indicators and recent news headlines suggest a potential uptrend, despite high volatility. A near-term catalyst could be an upcoming earnings release.
Recent news sentiment impact: No recent news available, but the absence of negative headlines could support the stock's current momentum.
Technical Analysis
Trend Direction: Short-term (1-4 weeks) - Bearish, Medium-term (1-3 months) - Neutral, Long-term (3-12 months) - Bullish
Support/Resistance Levels: $105.59 (SMA 20), $116.51 (SMA 50)
Momentum Signals:
- RSI: 39.30 (neutral)
- MACD: -5.06 / Signal: -0.05 / Histogram: -5.01 (bearish)
- Bollinger Bands: Price is neutral, near the middle band
Volume Analysis: Volume SMA 20: 123541.40, On-Balance Volume (OBV): -9979.00, Volume Rate of Change: -50.19%
News & Sentiment Analysis
Recent Headlines Summary: No recent news available
Sentiment Assessment: Neutral sentiment due to lack of recent headlines
Catalyst Identification: Upcoming earnings release on 2025-08-21
Market Narrative: The absence of negative headlines and a potential catalyst in the upcoming earnings release could support HOV's current momentum.
Risk & Volatility Assessment
Beta Interpretation: High risk relative to market (beta = 1.30)
Volatility Regime: Current volatility is high, with stock moves more than market
Options Market Signals: No options data available
Downside Protection: Support levels are $105.59 and $86.78
Market Context & Positioning
Sector Performance: Neutral performance relative to the sector
Institutional Activity: Institutional interest is low, with a volume rate of change of -50.19%
Correlation Analysis: HOV's correlation with the market is moderate (R-squared = 0.37)
Relative Valuation: The stock is currently trading within its historical range
Key Levels & Action Items
Critical Price Levels: $105.59 and $116.51 (SMA 20 and 50)
Breakout/Breakdown Levels: $124.39 (Upper Bollinger Band) and $86.78 (Lower Bollinger Band)
Time-Sensitive Catalysts: Upcoming earnings release on 2025-08-21
Risk Management: Consider setting a stop-loss level near the critical price levels and adjusting position sizing based on volatility.
This analysis provides an objective assessment of HOV's current situation, highlighting both bullish and bearish cases. The technical indicators suggest a potential uptrend, while the recent news sentiment impact is neutral due to the lack of recent headlines. However, the high volatility and risk profile require careful consideration when making investment decisions.
Generated
News
All HOV news →
GlobeNewswire Inc.T3·8mo ago
GlobeNewswire Inc.T3·14mo ago
GlobeNewswire Inc.T3·14mo ago
GlobeNewswire Inc.T3·17mo ago
GlobeNewswire Inc.T3·22mo ago
Investing.comT3·27mo ago
GlobeNewswire Inc.T3·28mo ago
Zacks Investment ResearchT3·28mo ago
Zacks Investment ResearchT3·28mo ago
Showing 1–10 of 50
Page 1 of 5
HOV Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
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:
Wing vs ATM
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.
Risk Reversal
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.
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 —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
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: 1.5377
Alpha: -25.52%
Correlation: 0.3088
R-Squared: 9.5%
Stock Volatility: 63.5%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own HOV
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $23.0M | #642 of 3138 | -1.3% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $6.4M | #1895 of 3716 | +126.9% | 13F | |
| Citadel Hedge fund Ken Griffin | $2.9M | #2559 of 6285 | +23.0% | 13F | |
| Point72 Hedge fund Steve Cohen | $1.7M | #1333 of 1945 | new | 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
HOV 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 |
|---|
HOV Insider Trading (Form 4)
Latest: 2026-07-17Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-07-17 | Ara K Hovnanian | Chairman of the Board & CEO | Conv (C) | +12,595 | — | EDGAR | |
| 2026-06-26 | J Larry Sorsby | Director | Sell (S) | −1,032 | $142.57 | -$147.1K | EDGAR |
| 2026-06-24 | Ara K Hovnanian | Chairman of the Board & CEO | Sell (S) | −12,880 | $125.78 | -$1.62M | 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.
HOV Insider Holdings
2 insiders · @ $101.09
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 | J Larry Sorsby | Director | 191,261 | $19.33M | -$147.1K | 1 | 2026-06-26 |
| 2 | Ara K Hovnanian | Chairman of the Board & CEO | 13,315 | $1.35M | -$1.62M | 2 | 2026-07-17 |
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.
HOV Board & Officers
As of SEC filings through Jul 17, 2026Directors 8
- Ara K Hovnanian · on file since 2006
- J Larry Sorsby · on file since 2006
- Edward A Kangas · on file since 2006
- Joseph A Marengi · since Mar 8, 2006
- Robert B Coutts · since Mar 8, 2006
- Vincent Pagano Jr · since Mar 12, 2013
- Robin Stone Sellers · since Jun 20, 2018
- Miriam Hernandez-Kakol · since Jan 21, 2022
Officers 4
- Ara K Hovnanian · Chairman of the Board & CEO · listed since Dec 2025
- Alexander A. Hovnanian · President · listed since Dec 2025
- Brad G O'Connor · CFO · listed since May 2025
- Michael P. Wyatt · Chief Operating Officer · listed since Dec 2025
10% owners 1
- Ara K Hovnanian · on file since 2006
Changes in the last 10 years (17)
| Dec 18, 2025 | Michael P. Wyatt listed as Chief Operating Officer (previously East Group President) in SEC filings |
| Dec 18, 2025 | Ara K Hovnanian listed as Chairman of the Board & CEO (previously Chairman of Bd., Pres. & CEO) in SEC filings |
| Dec 18, 2025 | Alexander A. Hovnanian listed as President (previously Executive Vice President) in SEC filings |
| May 30, 2025 | Brad G O'Connor listed as CFO (previously CFO and Treasurer) in SEC filings |
| Dec 13, 2024 | Michael P. Wyatt listed as East Group President (previously Group President) in SEC filings |
| Sep 18, 2024 | Michael P. Wyatt became Group President |
| Sep 18, 2024 | Alexander A. Hovnanian became Executive Vice President |
| Dec 14, 2023 | Brad G O'Connor listed as CFO and Treasurer (previously SVP, CAO and Treasurer) in SEC filings |
| Jun 20, 2023 | The company announced the departure of J Larry Sorsby as Exec. VP and CFO in an SEC filing |
| Jun 2, 2022 | J Larry Sorsby no longer listed as a 10% owner in SEC filings |
| Jan 21, 2022 | Miriam Hernandez-Kakol became a director |
| Dec 15, 2021 | J Larry Sorsby first listed as a 10% owner in an SEC filing |
| Mar 19, 2021 | Park West Asset Management LLC reported in an SEC filing no longer being a 10% owner |
| Mar 1, 2021 | Park West Asset Management LLC became a 10% owner |
| Jun 11, 2020 | Brad G O'Connor listed as SVP, CAO and Treasurer (previously VP & Chief Accounting Officer) in SEC filings |
| Jun 20, 2018 | Robin Stone Sellers became a director |
| Nov 1, 2016 | Lucian T. Smith became Chief Operating Officer |
Not reported recently (3)
- Hovnanian Family 2012 L.L.C. · Last reported as a 10% owner in an SEC filing dated Nov 2, 2021
- Lucian T. Smith · Last reported as Chief Operating Officer in an SEC filing dated Aug 5, 2020
- Stephen D Weinroth · Last reported as a director in an SEC filing dated Jun 18, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
HOV Proposed Insider Sales (Form 144)
Latest: 2026-06-25
? Form 144 Guide
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 |
|---|---|---|---|---|---|---|---|---|
| 2026-06-25 | SORSBY J LARRY | Director | 1,033 | $147.1K | 2026-06-25 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-06-22 | Ara K. Hovnanian | Chairman and CEO | 12,880 | $1.70M | 2026-06-22 | Raymond James & Associates, Inc. | — | EDGAR |
| 2025-08-28 | HOVNANIAN ARA K | Officer, Director, 10% Stockholder | 609 | $85.0K | 2025-08-28 | Raymond James & Associates | — | EDGAR |
| 2025-07-24 144/A | Sellers Robin Stone | Director | 750 | $84.9K | 2025-07-08 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-07-24 144/A | Sellers Robin Stone | Director | 750 | $82.5K | 2025-07-07 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-06-30 | KANGAS EDWARD A | Director | 5,500 | $589.2K | 2025-06-30 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-03-03 | KANGAS EDWARD A | Director | 2,000 | $203.0K | 2025-03-03 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-02-25 | Sellers Robin Stone | Director | 977 | $105.5K | 2025-02-25 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-12-10 | Sellers Robin Stone | Director | 241 | $40.8K | 2024-12-10 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-12-09 | Sellers Robin Stone | Director | 290 | $49.5K | 2024-12-09 | Fidelity Brokerage Services LLC | — | 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
63 ETFs hold HOV
25 shown · $108.59M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.05% | $17.2M | $31.4B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $15.5M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $11.3M | $75.1B | 2026-10-20 |
| 4 | XHB State Street® SPDR® S&P® Homebuilders ETF | SPDR (State Street) | 0.71% | $9.8M | $1.4B | 2026-10-20 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $5.7M | — | 2026-09-30 |
| 6 | ITB iShares U.S. Home Construction ETF | iShares (BlackRock) | 0.23% | $5.2M | $2.3B | 2026-10-20 |
| 7 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.20% | $4.8M | — | 2026-06-30 |
| 8 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.05% | $4.4M | — | 2026-05-31 |
| 9 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.03% | $4.1M | $13.7B | 2026-10-20 |
| 10 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.12% | $4.1M | — | 2026-04-30 |
| 11 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $3.5M | — | 2026-10-20 |
| 12 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.01% | $3.1M | — | 2026-10-20 |
| 13 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $3.0M | — | 2026-09-30 |
| 14 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $2.5M | — | 2026-05-31 |
| 15 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.01% | $2.5M | — | 2026-10-20 |
| 16 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.03% | $1.9M | — | 2026-09-30 |
| 17 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.06% | $1.8M | — | 2026-07-31 |
| 18 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.02% | $1.8M | — | 2026-10-20 |
| 19 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.11% | $1.4M | $1.2B | 2026-10-20 |
| 20 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.17% | $1.2M | — | 2026-06-30 |
| 21 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $992,252 | — | 2026-10-20 |
| 22 | NAIL Direxion Daily Homebuilders & Supplies Bull 3X ETF | Direxion | 0.16% | $886,221 | — | 2026-10-21 |
| 23 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.02% | $745,164 | $3.1B | 2026-10-20 |
| 24 | VFVA Vanguard U.S. Value Factor ETF | Vanguard | 0.07% | $736,503 | — | 2026-10-20 |
| 25 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $696,432 | $97.4B | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.