ODC Oil-Dri Corporation of America
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)
- MISCELLANEOUS MANUFACTURING INDUSTRIES (3990) · industry map
- Exchange
- XNYS
- Market Cap
- $1.1B
- Employees
- 927
- List Date
- 1978-05-10
- CIK
- 0000074046
- Next Earnings
- 2026-12-14
- Headquarters
- Chicago, IL
- Homepage
- https://www.oildri.com
Oil-Dri Corp of America develops, manufactures, and markets sorbent products made predominantly from clay. Its absorbent offerings, which draw liquid up, include cat litter, floor products, toxin control substances for livestock, and agricultural chemical carriers. The company has two segments based on the different characteristics of two primary customer groups, namely the Retail and Wholesale Products Group, which derives maximum revenue, and the Business-to-Business Products Group. The company's products are sold under various brands such as Cat's Pride, Jonny Cat, Amlan, Agsorb, Verge, Pur…
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 | 1.97% | 4.45% | 7.30% | -5.81% | -1.89% | 24.97% | 5.17% |
| Feb | -2.58% | -8.58% | 2.46% | 8.44% | 5.10% | 10.33% | 2.53% |
| Mar | -3.37% | -3.27% | 11.44% | 4.75% | 2.20% | -5.67% | 1.01% |
| Apr | -0.82% | -14.79% | 0.31% | -5.12% | -9.70% | 10.71% | -3.23% |
| May | 3.16% | -3.26% | -10.17% | 17.99% | 17.41% | 4.56% | 4.95% |
| Jun | -6.99% | 30.20% | 55.73% | -25.24% | 17.04% | 31.90% | 17.11% |
| Jul | 3.10% | -2.55% | 6.14% | 4.66% | -4.39% | -2.26% | 0.78% |
| Aug | -0.06% | -10.94% | 5.49% | 7.20% | 5.85% | -7.85% | -0.05% |
| Sep | -1.07% | -11.03% | -8.16% | 4.44% | 0.86% | -0.20% | -2.53% |
| Oct | 0.35% | 20.58% | -5.49% | -2.04% | -8.45% | -18.35%* | -2.23% |
| Nov | -4.88% | 9.81% | 0.07% | 2.01% | 0.33% | -- | 1.47% |
| Dec | -0.21% | 3.20% | 19.79% | 25.20% | -8.61% | -- | 7.87% |
| Total | -11.30% | 4.60% | 100.29% | 31.27% | 12.05% | 45.75% | 30.44% |
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
Here is a comprehensive stock analysis report for ODC:
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Strong fundamental performance, with record second-quarter revenue
- Positive news sentiment, driven by dividend increases and employee recognition awards
Primary Risks:
- Valuation appears rich compared to historical levels
- Technical indicators suggest consolidation rather than a clear uptrend
Investment Thesis:
ODC's strong fundamentals and positive news sentiment justify a neutral assessment. While the stock has surged recently, technical indicators suggest consolidation rather than a clear uptrend. As such, I would recommend cautious optimism, with an eye on potential entry points or adjustments to existing positions.
Recent News Sentiment Impact:
The recent news headlines have been overwhelmingly positive, driving sentiment and contributing to the stock's strong performance. However, as we approach new highs, caution is warranted, and it will be essential to monitor market conditions and technical signals moving forward.
Technical Analysis
Trend Direction: Medium-term (1-3 months): Consolidation Long-term (3-12 months): Uptrend
Support/Resistance Levels:
- SMA 20: $90.34 (support)
- SMA 50: $95.88 (resistance)
- Upper Bollinger Band: $93.61 (resistance)
Momentum Signals:
- RSI: 38.19 (neutral)
- MACD: -1.44 / Signal: -0.09 / Histogram: -1.35 (bearish)
- Stochastic %K: 21.71
- Williams %R: -94.84
Volume Analysis: Volume SMA 20: 119001.24 (supportive of the uptrend)
News & Sentiment Analysis
Recent Headlines Summary:
The recent news headlines have focused on ODC's strong financial performance, dividend increases, and employee recognition awards.
Sentiment Assessment: Positive sentiment dominates, with all five recent headlines having a positive impact on the stock.
Catalyst Identification:
- Upcoming earnings report (date TBA)
Market Narrative: The news sentiment has driven the stock's performance, but technical indicators suggest consolidation rather than a clear uptrend. As such, we must consider both the fundamental and technical aspects when assessing ODC's potential moving forward.
Risk & Volatility Assessment
Risk Assessment:
- Beta: 0.11 (low risk)
- Alpha: 0.37
- Correlation: 0.04
- Stock Volatility: 0.38 (low volatility)
Volatility Regime: Current vs Historical Volatility Levels: Low volatility regime
Options Market Signals:
- IV rank: N/A (positive = implied richer than realized)
- Put/call ratios: N/A
- Unusual activity: N/A
Downside Protection:
- Support levels: SMA 20 and Bollinger Band lower boundary
- Risk management considerations: Stop-loss levels and position sizing based on risk tolerance
Market Context & Positioning
Sector Performance: ODC has outperformed the sector averages, driven by its strong financial performance.
Institutional Activity: Volume patterns suggest institutional interest in ODC's recent performance.
Correlation Analysis: R-squared interpretation: 0.04 (low correlation with market)
Relative Valuation: Position within trading range: Neutral
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $90.34 (support)
- SMA 50: $95.88 (resistance)
- Upper Bollinger Band: $93.61 (resistance)
Breakout/Breakdown Levels:
- Technical levels that could trigger significant moves: N/A
Time-Sensitive Catalysts: Earnings report (date TBA)
Risk Management: Stop-loss levels and position sizing considerations based on risk tolerance.
I hope this comprehensive analysis meets your requirements!
ODC 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 | $41.7M | #401 of 3138 | -3.5% | 13F | |
| Citadel Hedge fund Ken Griffin | $4.2M | #2235 of 6285 | +181.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $3.3M | #2289 of 3716 | -44.8% | 13F | |
| Point72 Hedge fund Steve Cohen | $2.1M | #1267 of 1945 | +151.0% | 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
ODC 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 |
|---|
ODC Insider Trading (Form 4)
Latest: 2026-10-20| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Daniel S Jaffee | Chairman, President and CEO | Tax (F) | −27,125 RSU | — | EDGAR | |
| 2026-10-20 | Christopher B Lamson | Group Vice President | Tax (F) | −2,228 | $70.49 | -$157.1K | EDGAR |
| 2026-10-20 | Aaron Christiansen | Vice President of Operations | Tax (F) | −8,811 | $70.49 | -$621.1K | EDGAR |
| 2026-10-16 | Christopher B Lamson | Group Vice President | Sell (S) | −7,000 | $80.27 | -$561.9K | EDGAR |
| 2026-10-16 | Amy Ryan | Director | Sell (S) | −1,100 | $78.80 | -$86.7K | EDGAR |
| 2026-10-15 | Daniel S Jaffee | Chairman, President and CEO | Mixed | — | — | EDGAR | |
| 2026-04-22 | Ellen-Blair Chube | Director | Sell (S) | −1,390 | $73.06 | -$101.6K | EDGAR |
| 2026-03-13 | Paul Hindsley | Director | Sell (S) | −6,000 | $63.90 | -$383.4K | EDGAR |
| 2026-01-21 | Walter Wade Robey | VP, Ag ODC; President, Amlan | Tax (F) | −693 | $56.04 | -$38.8K | EDGAR |
| 2026-01-21 | Christopher B Lamson | Group Vice President | Tax (F) | −3,528 | $56.04 | -$197.7K | EDGAR |
| 2025-12-23 | Michael A Nemeroff | Director | Gift (G) | −5,987 | — | EDGAR | |
| 2025-12-23 | George C Roeth | Director | Gift (G) | −2,000 | — | EDGAR | |
| 2025-12-15 | Ellen-Blair Chube | Director | Award (A) | +1,000 | $51.68 | $51.7K | EDGAR |
| 2025-12-15 | Allan H Selig | Director | Award (A) | +1,000 | $51.68 | $51.7K | EDGAR |
| 2025-12-15 | Patricia J Schmeda | Director | Award (A) | +1,000 | $51.68 | $51.7K | EDGAR |
ODC Insider Holdings
14 insiders · @ $74.93| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Allan H Selig | Director | 103,000 | $7.72M | $1.21M | 32 | 2025-12-15 |
| 2 | Susan M Kreh | Chief Financial Officer | 90,100 | $6.75M | $0 | 9 | 2025-10-21 |
| 3 | Christopher B Lamson | Group Vice President | 62,697 | $4.70M | -$886.9K | 13 | 2026-10-20 |
| 4 | Michael A Nemeroff | Director | 52,815 | $3.96M | $74.2K | 10 | 2025-12-23 |
| 5 | Aaron Christiansen | Vice President of Operations | 51,207 | $3.84M | -$488.5K | 8 | 2026-10-20 |
| 6 | Laura G Scheland | VP & GM of Consumer Products | 39,050 | $2.93M | -$275.9K | 8 | 2025-10-24 |
| 7 | Lawrence E Washow | Director | 31,000 | $2.32M | $154.4K | 10 | 2025-12-15 |
| 8 | Walter Wade Robey | VP, Ag ODC; President, Amlan | 24,307 | $1.82M | -$238.2K | 4 | 2026-01-21 |
| 9 | Paul Hindsley | Director | 11,000 | $824.2K | -$291.9K | 7 | 2026-03-13 |
| 10 | George C Roeth | Director | 9,000 | $674.4K | -$97.5K | 12 | 2025-12-23 |
ODC Board & Officers
As of SEC filings through Oct 20, 2026Directors 9
- Allan H Selig · on file since 2006
- Daniel S Jaffee · on file since 2006
- Michael A Nemeroff · since Jun 6, 2006
- Lawrence E Washow · since Feb 26, 2013
- George C Roeth · since Oct 13, 2016
- Ellen-Blair Chube · since Jun 21, 2018
- Paul Hindsley · since Jun 12, 2019
- Amy Ryan · since Jun 9, 2021
- Patricia J Schmeda · since Mar 22, 2023
Officers 7
- Daniel S Jaffee · Chairman, President and CEO · listed since Sep 2018
- Aaron Christiansen · Vice President of Operations · listed since May 2022
- Walter Wade Robey · VP, Ag ODC; President, Amlan · since Dec 13, 2023
- Christopher B Lamson · Group Vice President · listed since Oct 2025
- Susan M Kreh · Chief Financial Officer · since Dec 10, 2018
- Anthony William Parker · General Counsel & Secretary · since Oct 7, 2026
- Laura G Scheland · VP & GM of Consumer Products · listed since Oct 2025
10% owners 1
- Daniel S Jaffee · listed since Oct 2014
Changes in the last 10 years (23)
| Oct 7, 2026 | Anthony William Parker became General Counsel & Secretary |
| Oct 21, 2025 | Laura G Scheland listed as VP & GM of Consumer Products (previously VP and Chief Legal Officer) in SEC filings |
| Oct 21, 2025 | Christopher B Lamson listed as Group Vice President (previously Group VP of Retail & Wholesale) in SEC filings |
| Mar 17, 2025 | Jonathan E Blake became Vice President, Controller |
| Jun 5, 2024 | Thomas William Agler became Chief Human Resources Officer |
| Dec 18, 2023 | Laura G Scheland listed as VP and Chief Legal Officer (previously VP and General Counsel) in SEC filings |
| Dec 13, 2023 | Walter Wade Robey became VP, Ag ODC; President, Amlan |
| Mar 22, 2023 | Patricia J Schmeda became a director |
| May 26, 2022 | Aaron Christiansen listed as Vice President of Operations (previously VP, Manufacturing - CPG) in SEC filings |
| Mar 23, 2022 | Patrick James Walsh became VP, Human Resources |
| Feb 28, 2022 | The company announced the departure of Mary Beth Sullivan as VP, Human Resources in an SEC filing |
| Jan 31, 2022 | Christopher B Lamson became Group VP of Retail & Wholesale |
| Jun 9, 2021 | Amy Ryan became a director |
| Mar 10, 2021 | Matthew Daley became VP, Corporate Controller |
| Dec 11, 2019 | Jessica D Moskowitz became Vice President |
| Jun 12, 2019 | Paul Hindsley became a director |
| Apr 15, 2019 | Molly VandenHeuvel became Chief Operating Officer |
| Dec 10, 2018 | Susan M Kreh became Chief Financial Officer |
| Sep 7, 2018 | Daniel S Jaffee listed as Chairman, President and CEO (previously President and CEO) in SEC filings |
| Jun 21, 2018 | Ellen-Blair Chube became a director |
| Apr 30, 2018 | Douglas Alan Graham reported in an SEC filing no longer being Vice President |
| Dec 12, 2017 | Mary Beth Sullivan became VP, Human Resources |
| Dec 12, 2017 | Laura G Scheland became VP and General Counsel |
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Not reported recently (10)
- Jonathan E Blake · Last reported as Vice President, Controller in an SEC filing dated Mar 21, 2025
- Thomas William Agler · Last reported as Chief Human Resources Officer in an SEC filing dated Jun 6, 2024
- Paul E Suckow · Last reported as a director in an SEC filing dated Jul 13, 2023
- Patrick James Walsh · Last reported as VP, Human Resources in an SEC filing dated Mar 23, 2022
- Jessica D Moskowitz · Last reported as Vice President in an SEC filing dated Sep 13, 2021
- Matthew Daley · Last reported as VP, Corporate Controller in an SEC filing dated Mar 12, 2021
- Molly VandenHeuvel · Last reported as Chief Operating Officer in an SEC filing dated Apr 15, 2019
- Michael Andrew McPherson · Last reported as Chief Development Officer in an SEC filing dated Dec 11, 2018
- Joseph C Miller · Last reported as a director in an SEC filing dated Nov 6, 2018
- J Steven Cole · Last reported as a director in an SEC filing dated Nov 6, 2018
ODC Proposed Insider Sales (Form 144)
Latest: 2026-10-15What 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 |
|---|---|---|---|---|---|---|---|---|
| 2026-10-15 | Amy Ryan | Director | 1,100 | $89.1K | 2026-10-16 | Computershare, Inc. | — | EDGAR |
| 2026-10-15 | Christopher B. Lamson | Officer | 7,000 | $601.0K | 2026-10-15 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-04-22 | Ellen-Blair Chube | Director | 1,390 | $101.5K | 2026-04-22 | J.P. Morgan Securities LLC | — | EDGAR |
| 2026-03-13 | Hindsley Paul | Director | 6,000 | $383.4K | 2026-03-13 | William Blair & Company LLC | — | EDGAR |
| 2025-10-23 | Scheland Laura G. | Affiliate | 1,700 | $102.5K | 2025-10-22 | Computershare, Inc. | — | EDGAR |
| 2025-10-20 | Walter Wade Robey | Officer | 4,025 | $241.5K | 2025-10-20 | Computershare, Inc. | — | EDGAR |
| 2025-07-23 | Amy Ryan | Director | 1,000 | $60.9K | 2025-07-23 | Computershare, Inc. | — | EDGAR |
| 2025-07-21 | Lamson Christopher B | Officer | 2,500 | $153.7K | 2025-07-21 | Charles Schwab & Co | — | EDGAR |
| 2025-06-20 | Chube Ellen-Blair | Director | 2,500 | $139.6K | 2025-06-20 | William Blair & company LLC | — | EDGAR |
| 2025-04-21 | Chube Ellen-Blair | Director | 3,500 | $151.4K | 2025-04-21 | William Blair & Company LLC | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.10% | $31.5M | $31.4B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $28.3M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.02% | $18.3M | $75.1B | 2026-10-20 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $10.5M | — | 2026-09-30 |
| 5 | VDC Vanguard Consumer Staples ETF | Vanguard | 0.10% | $8.9M | — | 2026-09-30 |
| 6 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.09% | $7.1M | — | 2026-10-20 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $6.6M | — | 2026-10-20 |
| 8 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.04% | $5.5M | $13.6B | 2026-10-20 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.03% | $5.3M | — | 2026-09-30 |
| 10 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.00% | $5.3M | — | 2026-09-30 |
| 11 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.20% | $4.3M | — | 2026-06-30 |
| 12 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $3.8M | — | 2026-05-31 |
| 13 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $3.1M | — | 2026-10-20 |
| 14 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.18% | $2.2M | $1.2B | 2026-10-20 |
| 15 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.09% | $1.6M | — | 2026-10-20 |
| 16 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.05% | $1.4M | $3.1B | 2026-10-20 |
| 17 | PAWZ ProShares Pet Care ETF | ProShares | 3.65% | $1.2M | — | 2026-10-21 |
| 18 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $1.1M | — | 2026-10-20 |
| 19 | FSTA Fidelity MSCI Consumer Staples Index ETF | Fidelity | 0.07% | $1.1M | $1.5B | 2026-10-20 |
| 20 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.1M | $13.7B | 2026-10-20 |
| 21 | DUSG Dimensional US Small Cap Growth ETF | Dimensional | 0.05% | $998,930 | — | 2026-10-20 |
| 22 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.13% | $965,271 | — | 2026-06-30 |
| 23 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $921,866 | $97.4B | 2026-10-20 |
| 24 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.03% | $864,714 | — | 2026-07-31 |
| 25 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.05% | $818,209 | — | 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.