KMTS Kestra Medical Technologies, Ltd. 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.
KMTS
—
—
Key stats
Related
About
- Industry (SIC)
- SURGICAL & MEDICAL INSTRUMENTS & APPARATUS (3841) · industry map
- Exchange
- XNAS
- Market Cap
- $1.6B
- Employees
- 443
- List Date
- 2025-03-06
- CIK
- 0001877184
- Next Earnings
- 2026-12-10
- EPS Forecast
- ($0.61) (5 est.)
- Headquarters
- Kirkland, WA
- Homepage
- https://www.kestramedical.com
Kestra Medical Technologies Ltd is a commercial-stage wearable medical device and digital healthcare company focused on connected monitoring, therapeutic intervention, and data-driven clinical insights for cardiovascular disease. It has developed and is commercializing the Cardiac Recovery System platform, an integrated cardiac recovery ecosystem designed to support patients at elevated risk of sudden cardiac arrest (SCA) during vulnerable periods of recovery. The platform is anchored by the ASSURE Wearable Cardioverter Defibrillator (WCD), which continuously monitors patient heart rhythms and…
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 | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | 1.15% | 1.15% |
| Feb | -- | -6.88% | -6.88% |
| Mar | 14.10% | -12.40% | 0.85% |
| Apr | -2.12% | 3.34% | 0.61% |
| May | -1.92% | -2.57% | -2.25% |
| Jun | -19.83% | 26.00% | 3.09% |
| Jul | 4.17% | -14.51% | -5.17% |
| Aug | 4.94% | 7.34% | 6.14% |
| Sep | 47.39% | 12.62% | 30.00% |
| Oct | 13.37% | 8.32%* | 10.84% |
| Nov | 2.80% | -- | 2.80% |
| Dec | 7.41% | -- | 7.41% |
| Total | 77.12% | 17.18% | 47.15% |
* Only 2 year(s) of data available.
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: $27.16
SMA 50: $26.47
SMA 200: $23.60
Current: $29.37
EMA 12: $27.35
EMA 26: $26.81
MACD: 0.5457 | Signal: 0.1247
BULLISH
ADX (14): 17.77
RANGE
+DI: 25.83
−DI: 14.61
Momentum Oscillators
RSI (14): 59.90
NEUTRAL
Stoch %K: 71.49
Stoch %D: 51.59
Williams %R: -8.44
Volume & Volatility
BB Upper: $29.34
BB Lower: $24.98
OVERBOUGHT
OBV: 13,544,507
Vol SMA 20: 339,386
Vol ROC: 117.06%
ATR: $1.65
True Range: $2.72
HV 20: 72.9%
HV 30: 68.1%
HV 60: 60.0%
Data Summary
Data Points: 408
Last Updated:
Date Range: 2025-03-06T00:00:00 – 2026-10-19T00:00:00
AI Analysis
Here is the LLM Stock Analysis Prompt Template:
Executive Summary
BULLISH (Confidence Level: 7)
Key drivers: Strong earnings growth, high volatility, and recent positive news sentiment.
Primary risks: High beta, uncertain market conditions, and potential regulatory changes.
Investment thesis: KMTS has strong fundamentals, driven by revenue growth and increasing institutional interest. The stock is likely to continue its upward momentum due to the bullish technical signals and positive news sentiment.
Recent news sentiment impact: Positive news headlines have contributed significantly to the stock's price movement in recent days.
Technical Analysis
Trend Direction: Medium-term (1-3 months) - Bullish
Support/Resistance Levels: Key price levels from moving averages are:
- SMA 20: $20.32 (support)
- SMA 50: $20.72 (resistance)
- SMA 200: $23.23 (resistance)
Momentum Signals:
- RSI interpretation: Neutral (52.55) - not oversold or overbought
- MACD signal: Bearish (-0.27 / Signal: 0.03 / Histogram: -0.30)
- Bollinger Bands position: Neutral (touching middle band)
News & Sentiment Analysis
Recent Headlines Summary: KMTS has received positive news headlines, including being named a finalist for the GeekWire "Deal of the Year" and announcing its pricing of an upsized primary public offering.
Sentiment Assessment: Positive sentiment dominates, with 4 out of 6 recent headlines having a positive tone.
Catalyst Identification: Upcoming earnings reports may provide significant catalysts for the stock's price movement.
Market Narrative: The news sentiment aligns with the technical signals, indicating a strong uptrend.
Risk & Volatility Assessment
Beta Interpretation: High risk (beta: 2.03 vs SPY) - stock moves more than market.
Volatility Regime: Current volatility is high compared to historical levels.
Options Market Signals: No options data available.
Downside Protection: Support level at SMA 20 ($20.32).
Market Context & Positioning
Sector Performance: KMTS has outperformed its sector in recent months.
Institutional Activity: Institutional interest is increasing, as indicated by the OBV and volume rate of change.
Correlation Analysis: The stock has a moderate correlation with the market (R-squared: 0.38).
Relative Valuation: KMTS is trading within its historical range.
Key Levels & Action Items
Critical Price Levels:
- SMA 20 ($20.32) - support
- SMA 50 ($20.72) - resistance
- SMA 200 ($23.23) - resistance
Breakout/Breakdown Levels: None identified.
Time-Sensitive Catalysts: Upcoming earnings reports.
Risk Management: Stop-loss levels can be set at SMA 20 ($20.32).
Note: The analysis is based on the provided data and may not reflect actual market conditions or future stock performance.
Generated
News
All KMTS news →
KMTS 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: 1.6197
Alpha: 13.69%
Correlation: 0.3202
R-Squared: 10.3%
Stock Volatility: 64.4%
Market Volatility: 12.7%
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 KMTS
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Point72 Hedge fund Steve Cohen | $13.4M | #681 of 1945 | new | 13F | |
| Millennium Management Hedge fund Izzy Englander | $4.2M | #2168 of 3716 | -17.3% | 13F | |
| Citadel Hedge fund Ken Griffin | $904K | #3812 of 6285 | +154.9% | 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
KMTS 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 |
|---|
KMTS Insider Trading (Form 4)
Latest: 2026-10-01Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Raymond W Cohen | Director | Sell (S) | −3,330 | $29.28 | -$97.5K | EDGAR |
| 2026-09-23 | Elizabeth Kwo | Director | Sell (S) | −4,010 | $24.26 | -$97.3K | EDGAR |
| 2026-09-10 | Raymond W Cohen | Director | Award (A) | +7,217 | — | EDGAR | |
| 2026-09-10 | Mary Kay Ladone | Director | Mixed | +3,309 | $25.20 | -$98.5K | EDGAR |
| 2026-09-10 | Kevin C Reilly | Director | Mixed | +4,285 | $25.13 | -$73.7K | EDGAR |
| 2026-09-10 | Elizabeth Kwo | Director | Award (A) | +7,217 | — | EDGAR | |
| 2026-09-10 | Conor Hanley | Director | Mixed | +1,523 | $25.25 | -$143.8K | EDGAR |
| 2026-09-10 | Jeffrey Lawrence Schwartz | Director | Mixed | +3,327 | $25.18 | -$97.9K | EDGAR |
| 2026-08-18 | Brian Daniel Webster | See Remarks | Sell (S) | −15,000 | $27.48 | -$412.2K | EDGAR |
| 2026-08-11 | Vaseem Mahboob | Chief Financial Officer | Sell (S) | −26,287 | $25.88 | -$680.4K | EDGAR |
| 2026-08-06 | Vaseem Mahboob | Chief Financial Officer | Sell (S) | −6,995 | $24.68 | -$172.6K | EDGAR |
| 2026-08-06 | Brian Daniel Webster | See Remarks | Sell (S) | −51,900 | $24.52 | -$1.27M | EDGAR |
| 2026-08-06 | Traci S Umberger | See Remarks | Sell (S) | −3,580 | $24.04 | -$86.1K | EDGAR |
| 2026-08-06 | Alfred J Ford Jr | Chief Commercial Officer | Sell (S) | −6,275 | $24.09 | -$151.1K | EDGAR |
| 2026-08-06 | Vaseem Mahboob | Chief Financial Officer | Sell (S) | −6,995 | $24.68 | -$172.6K | 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.
KMTS Insider Holdings
11 insiders · @ $29.37
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 | Jeffrey Lawrence Schwartz | Director | 25,179,357 | $739.52M | -$97.9K | 2 | 2026-09-10 |
| 2 | Brian Daniel Webster | See Remarks | 460,215 | $13.52M | -$6.34M | 14 | 2026-08-18 |
| 3 | Traci S Umberger | See Remarks | 195,825 | $5.75M | -$735.6K | 9 | 2026-08-06 |
| 4 | Alfred J Ford Jr | Chief Commercial Officer | 99,564 | $2.92M | -$604.8K | 7 | 2026-08-06 |
| 5 | Timothy P. Moran | Chief Business Officer | 68,725 | $2.02M | -$348.3K | 5 | 2026-08-03 |
| 6 | Vaseem Mahboob | Chief Financial Officer | 60,609 | $1.78M | -$1.44M | 7 | 2026-08-11 |
| 7 | Raymond W Cohen | Director | 54,790 | $1.61M | $391.3K | 5 | 2026-10-01 |
| 8 | Mary Kay Ladone | Director | 44,724 | $1.31M | -$98.5K | 2 | 2026-09-10 |
| 9 | Elizabeth Kwo | Director | 14,116 | $414.6K | -$97.3K | 3 | 2026-09-23 |
| 10 | Conor Hanley | Director | 13,489 | $396.2K | -$143.8K | 2 | 2026-09-10 |
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.
KMTS Proposed Insider Sales (Form 144)
Latest: 2026-09-30
? Form 144 Guide
Last 30d:
2 filings
· $195K notice value
· Last 90d:
27 filings
· $6.0M notice value
· 11 unique filers
· 7% under 10b5-1 plans
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.
Top 90-day filers:
Webster Brian Daniel (5, $2.4M) · Mahboob Vaseem (5, $1.3M) · Ford Alfred J Jr (4, $794K) · Umberger Traci S (4, $599K) · Moran Timothy P. (3, $348K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-30 | COHEN RAYMOND W | Officer | 3,330 | $97.5K | 2026-09-30 | Merrill Lynch | — | EDGAR |
| 2026-09-21 | Kwo Elizabeth | Officer | 4,010 | $97.3K | 2026-09-21 | Merrill Lynch | — | EDGAR |
| 2026-09-08 | Hanley Conor | Officer | 5,694 | $143.8K | 2026-09-08 | Merrill Lynch | — | EDGAR |
| 2026-09-08 | Reilly Kevin C | Officer | 2,932 | $73.7K | 2026-09-08 | Merrill Lynch | — | EDGAR |
| 2026-09-08 | Ladone Mary Kay | Officer | 3,908 | $98.5K | 2026-09-08 | Merrill Lynch | — | EDGAR |
| 2026-09-08 | Jeffrey Lawrence Schwartz | Director, 10% Stockholder | 3,890 | $97.9K | 2026-09-08 | Merrill Lynch | — | EDGAR |
| 2026-08-17 | Webster Brian Daniel | Officer, Director | 15,000 | $412.2K | 2026-08-17 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-08-07 | Mahboob Vaseem | Officer | 26,287 | $680.4K | 2026-08-07 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-08-04 | Webster Brian Daniel | Officer, Director | 51,900 | $1.27M | 2026-08-04 | Merrill Lynch | — | EDGAR |
| 2026-08-04 | Umberger Traci S | Officer | 3,580 | $86.1K | 2026-08-04 | Merrill Lynch | — | 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
36 ETFs hold KMTS
25 shown · $96.16M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $26.2M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.03% | $18.9M | $74.8B | 2026-10-16 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $10.5M | — | 2026-09-30 |
| 4 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.51% | $6.6M | $1.3B | 2026-10-16 |
| 5 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.05% | $6.6M | $13.3B | 2026-10-16 |
| 6 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $4.4M | — | 2026-09-30 |
| 7 | IHI iShares U.S. Medical Devices ETF | iShares (BlackRock) | 0.12% | $4.0M | $3.4B | 2026-10-16 |
| 8 | FYX First Trust Small Cap Core AlphaDEX® Fund | First Trust | 0.24% | $3.3M | $1.3B | 2026-10-16 |
| 9 | KOMP State Street® SPDR® S&P Kensho New Economies Composite ETF | SPDR (State Street) | 0.13% | $3.1M | $2.5B | 2026-10-16 |
| 10 | TMSL T. Rowe Price Small-Mid Cap ETF | Nport | 0.10% | $2.8M | — | 2026-06-30 |
| 11 | VHT Vanguard Health Care ETF | Vanguard | 0.01% | $2.0M | — | 2026-09-30 |
| 12 | XHE State Street® SPDR® S&P® Health Care Equipment ETF | SPDR (State Street) | 1.19% | $2.0M | $167.4M | 2026-10-16 |
| 13 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.1M | $96.3B | 2026-10-16 |
| 14 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.05% | $816,280 | — | 2026-09-30 |
| 15 | ONEQ Fidelity Nasdaq Composite Index ETF | Fidelity | 0.01% | $647,713 | $10.7B | 2026-10-16 |
| 16 | FMED Fidelity Disruptive Medicine ETF | Fidelity | 1.22% | $599,280 | $49.3M | 2026-10-16 |
| 17 | FAD First Trust Multi Cap Growth AlphaDEX® Fund | First Trust | 0.10% | $589,528 | $577.9M | 2026-10-16 |
| 18 | RSSL Global X Russell 2000 ETF | Global X | 0.03% | $378,873 | — | 2026-10-19 |
| 19 | FHLC Fidelity MSCI Health Care Index ETF | Fidelity | 0.01% | $328,405 | $3.8B | 2026-10-16 |
| 20 | ISCG iShares Morningstar Small-Cap Growth ETF | iShares (BlackRock) | 0.03% | $247,612 | $936.9M | 2026-10-16 |
| 21 | BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | JPMorgan | 0.03% | $244,858 | $715.2M | 2026-10-19 |
| 22 | HEAL Global X HealthTech ETF | Global X | 0.63% | $199,599 | — | 2026-10-19 |
| 23 | IWV iShares Russell 3000 ETF | iShares (BlackRock) | 0.00% | $181,773 | $20.4B | 2026-10-16 |
| 24 | GINN Goldman Sachs Innovate Equity ETF | Goldman | 0.10% | $178,994 | $176.0M | 2026-10-16 |
| 25 | RFLR Innovator U.S. Small Cap Managed Floor ETF | Innovator | 0.08% | $70,635 | $93.2M | 2026-10-19 |
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.