PLBC Plumas Bancorp

XNAS
Find condors

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.

PLBC — —
Key stats
About
Industry (SIC)
SHORT-TERM BUSINESS CREDIT INSTITUTIONS (6153) · industry map
Exchange
XNAS
Market Cap
$0.4B
Employees
250
List Date
1995-02-01
CIK
0001168455
Next Earnings
2026-10-21
EPS Forecast
$1.46 (3 est.)
Headquarters
Reno, NV
Homepage
https://www.plumasbank.com

Plumas Bancorp provides banking products and services in Northeastern California and Northwestern Nevada, offering a range of deposit products for commercial and retail customers, including checking, savings, money market accounts, time deposits, retirement accounts, and sweep accounts for businesses and public entities, along with digital banking services such as mobile and internet banking, remote deposit, and electronic funds transfers, as well as other customary banking services. Its loan portfolio comprises commercial real estate, commercial and industrial, consumer, agricultural, residen…

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
'21'22'23'24'25'26Avg
Jan7.61%8.61%12.61%-14.60%-0.93%14.02%4.55%
Feb1.46%4.43%2.81%-6.37%1.01%-3.19%0.02%
Mar13.81%-3.30%-18.42%7.83%-2.85%-4.01%-1.16%
Apr-10.46%-7.85%10.72%-2.85%1.38%3.57%-0.92%
May10.61%-15.99%-12.56%-2.73%1.63%3.10%-2.66%
Jun4.60%-9.68%7.86%4.14%3.68%11.53%3.69%
Jul-4.52%10.59%0.11%22.47%-12.06%2.65%3.21%
Aug0.69%-1.26%-3.16%1.27%8.45%-0.31%0.95%
Sep-2.59%-8.16%-2.07%2.00%-0.74%0.72%-1.81%
Oct16.09%16.55%1.22%1.99%-4.13%0.80%*5.42%
Nov-8.10%6.16%-0.59%21.75%6.79%--5.20%
Dec-3.18%2.66%21.94%-5.25%2.52%--3.74%
Total24.52%-2.31%14.89%26.29%3.19%31.10%16.28%
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: $61.74
SMA 50: $61.97
SMA 200: $55.02
Current: $62.11
EMA 12: $61.79
EMA 26: $61.81
MACD: -0.0211 | Signal: 0.0231
BEARISH
ADX (14): 18.69
RANGE
+DI: 19.98
−DI: 18.26

Momentum Oscillators

RSI (14): 52.70
NEUTRAL
Stoch %K: 62.53
Stoch %D: 62.32
Williams %R: -40.83

Volume & Volatility

BB Upper: $62.56
BB Lower: $60.92
NEUTRAL
OBV: 2,667,365
Vol SMA 20: 49,207
Vol ROC: 88.99%
ATR: $1.31
True Range: $1.88
HV 20: 14.8%
HV 30: 13.7%
HV 60: 14.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-18T00:00:00 – 2026-10-16T00:00:00
AI Analysis

LLM Stock Analysis Report: PLBC

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 7/10)

Key Drivers: Strong technical momentum, positive news sentiment, and low volatility.

Primary Risks: Potential overbought condition, lack of earnings data, and limited options activity.

Investment Thesis: PLBC's recent price action is driven by a strong technical trend, supported by positive news headlines. However, the stock may be overbought in the short term, and investors should consider managing risk with stop-loss levels and position sizing considerations.

Recent News Sentiment Impact: The recent news headlines are overwhelmingly positive, reinforcing the stock's upward momentum.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Uptrend
  • Medium-term (1-3 months): Uptrend
  • Long-term (3-12 months): Neutral

Support/Resistance Levels: Key price levels to monitor are $51.67 (SMA 20), $50.65 (SMA 50), and $46.49 (SMA 200).

Momentum Signals:

  • RSI: Neutral at 59.17
  • MACD: Bullish, with a histogram value of 0.34
  • Bollinger Bands: The price is near the upper band, indicating potential overbought conditions.

Volume Analysis: The volume indicators are neutral to positive, suggesting institutional interest and support for the stock's upward momentum.

News & Sentiment Analysis

Recent Headlines Summary: The recent news headlines are overwhelmingly positive, highlighting dividend declarations, stock repurchases, and new credit leadership.

Sentiment Assessment: Positive sentiment dominates the recent news coverage, reinforcing the stock's upward momentum.

Catalyst Identification: Upcoming earnings reports could provide additional catalysts for the stock's price action. However, the lack of available earnings data makes it challenging to assess this factor.

Market Narrative: The positive news sentiment aligns with the stock's technical trend, suggesting a strong narrative driving the price action.

Risk & Volatility Assessment

Beta Interpretation: PLBC has a beta of 0.76 relative to SPY, indicating low volatility and a relatively defensive position in the market.

Volatility Regime: The current volatility is low compared to historical levels.

Options Market Signals: No options data available for analysis.

Downside Protection: Support levels are present near $51.67 (SMA 20) and $50.65 (SMA 50).

Market Context & Positioning

Sector Performance: PLBC's performance is neutral relative to the broader financial sector.

Institutional Activity: The volume indicators suggest institutional interest and support for the stock's upward momentum.

Correlation Analysis: The correlation between PLBC and SPY is relatively low (0.36), indicating a potential diversification benefit.

Relative Valuation: The stock is positioned within its trading range, suggesting potential mean reversion or breakout opportunities.

Key Levels & Action Items

Critical Price Levels: $51.67 (SMA 20), $50.65 (SMA 50), and $46.49 (SMA 200).

Breakout/Breakdown Levels: A move above the upper Bollinger Band ($53.06) or below the lower band ($50.27) could signal a significant price movement.

Time-Sensitive Catalysts: Upcoming earnings reports, new credit leadership, and potential dividend declarations could provide additional catalysts for the stock's price action.

Risk Management: Investors should consider managing risk with stop-loss levels and position sizing considerations to protect against potential losses in case of a correction.

Generated
News
All PLBC news →

PLBC Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

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:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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 side

Which 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 —

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: 0.3198
Alpha: 36.42%
Correlation: 0.1888
R-Squared: 3.6%
Stock Volatility: 21.6%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own PLBC
3 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$2.8M
0.00%
#2572 of 6285+126.0%13F
Renaissance Technologies Hedge fund
Jim Simons
$1.8M
0.00%
#2012 of 3138+368.2%13F
Point72 Hedge fund
Steve Cohen
$210K
0.00%
#1774 of 1945new13F

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

PLBC Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional 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.

105 filers3,797,840 shares$217.24M value
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 457,797 $26.75M 12.32% — 2026-06-30
2 Vanguard Capital Management LLC 278,135 $16.25M 7.48% — 2026-06-30
3 Vanguard Group Inc Custodian 338,365 $15.12M 6.96% — 2025-12-31
4 Siena Capital Partners GP, LLC 239,006 $13.97M 6.43% — 2026-06-30
5 The Manufacturers Life Insurance Company 234,503 $13.70M 6.31% — 2026-06-30
6 De Lisle Partners LLP 227,798 $13.32M 6.13% — 2026-06-30
7 FMR LLC Custodian 194,999 $11.40M 5.25% — 2026-06-30
8 Geode Capital Management, LLC Custodian 163,298 $9.55M 4.39% — 2026-06-30
9 Dimensional Fund Advisors LP Custodian 151,667 $8.86M 4.08% — 2026-06-30
10 State Street Corp 123,544 $7.22M 3.32% — 2026-06-30
11 American Century Companies, Inc. 118,995 $6.95M 3.20% — 2026-06-30
12 Two Sigma Investments, LP Custodian 106,659 $6.23M 2.87% — 2026-06-30
13 CALDWELL SUTTER CAPITAL, INC. 106,283 $6.21M 2.86% — 2026-06-30
14 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 65,528 $3.83M 1.76% — 2026-06-30
15 Qube Research & Technologies Ltd 63,596 $3.72M 1.71% — 2026-06-30
16 Elizabeth Park Capital Advisors, Ltd. 53,778 $3.14M 1.45% — 2026-06-30
17 Northern Trust Corp Custodian 52,538 $3.07M 1.41% — 2026-06-30
18 Citadel Advisors LLC Custodian 47,908 $2.80M 1.29% — 2026-06-30
19 ALBERT D MASON INC 44,983 $2.63M 1.21% — 2026-06-30
20 Vanguard Portfolio Management LLC 44,497 $2.60M 1.20% — 2026-06-30
21 Vanguard Fiduciary Trust Co 43,578 $2.55M 1.17% — 2026-06-30
22 Raymond James Financial, Inc. Custodian 42,634 $2.49M 1.15% — 2026-06-30
23 RICE HALL JAMES & ASSOCIATES, LLC 42,412 $2.48M 1.14% — 2026-06-30
24 Marshall Wace, LLP Custodian 34,423 $2.01M 0.93% — 2026-06-30
25 RENAISSANCE TECHNOLOGIES LLC 31,100 $1.82M 0.84% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

PLBC Insider Trading (Form 4)

Latest: 2026-09-17
Form 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
2026-09-17 Aaron M. Boigon EVP, Chief Information Officer Exer (M) +1,600 $21.45 $34.3K EDGAR
2026-08-27 Matthew Brock Moseley EVP and Market President Buy (P) +40 $51.18 $2.0K EDGAR
2026-08-26 Kevin Craig Kaiser EVP and Chief Credit Officer Sell (S) −1,200 $61.50 -$73.8K EDGAR
2026-07-13 Kevin Craig Kaiser EVP and Chief Credit Officer Exer (M) +1,400 $21.45 $30.0K EDGAR
2026-05-12 Michael Kevin Foster Director Buy (P) +470 $51.25 $24.1K EDGAR
2026-03-20 Richard Francis Kenny Director Exer (M) +2,000 $21.45 $42.9K EDGAR
2026-03-10 Richard L Belstock EVP and CFO Exer (M) +2,500 $31.00 $77.5K EDGAR
2026-03-04 Michonne R. Ascuaga Director Exer (M) +3,200 $21.45 $68.6K EDGAR
2026-03-03 Matthew Brock Moseley EVP and Market President Award (A) +42 $53.04 $2.2K EDGAR
2026-03-02 Robert J McClintock Director Grant (A) +1,400 RSU — EDGAR
2026-03-02 Sushil Amathalal Patel Director Grant (A) +1,400 RSU — EDGAR
2026-03-02 Richard Francis Kenny Director Grant (A) +1,400 RSU — EDGAR
2026-03-02 Steven M. Coldani Director Grant (A) +4,200 opt — EDGAR
2026-03-02 Andrew J Ryback President and CEO Award (A) — — EDGAR
2026-03-02 Michonne R. Ascuaga Director Grant (A) +4,200 opt — 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.

PLBC Insider Holdings

16 insiders · @ $62.11
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 Andrew J Ryback President and CEO 98,786 $6.14M $59.9K 44 2026-03-02
2 Terrance J Reeson Director 90,491 $5.62M $0 12 2024-12-20
3 Richard L Belstock EVP and CFO 70,778 $4.40M -$274 38 2026-03-10
4 Robert J McClintock Director 61,010 $3.79M $681.2K 65 2026-03-02
5 Richard Francis Kenny Director 24,536 $1.52M $157.1K 20 2026-03-20
6 Kenneth Edward Robison III Director 20,319 $1.26M -$66.9K 3 2026-03-02
7 Daniel E West Director 15,694 $974.8K $49.7K 21 2026-03-02
8 Aaron M. Boigon EVP, Chief Information Officer 9,700 $602.5K -$120.7K 7 2026-09-17
9 Jeffrey T. Moore EVP and CCO 9,600 $596.3K -$154.5K 9 2025-08-04
10 Matthew Brock Moseley EVP and Market President 9,333 $579.7K $2.0K 3 2026-08-27
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.

PLBC Proposed Insider Sales (Form 144)

Latest: 2026-08-25
Last 30d: 0 filings  ·  Last 90d: 1 filing · $73K notice value · 1 unique filer

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: Kaiser Kevin Craig (1, $73K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-25 Kaiser Kevin Craig Officer 1,200 $73.2K 2026-08-25 Charles Schwab & Co., Inc. — EDGAR
2026-06-23 MELINA L ROBISON Former Affiliate 1,332 $76.1K 2026-06-23 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-22 MELINA L ROBISON Former Affiliate 1,250 $69.1K 2026-06-22 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-15 KENNETH E ROBISON III Former Affiliate 1,875 $104.9K 2026-06-15 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-20 KENNETH E ROBISON III Director 800 $42.2K 2026-02-20 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-05 Moore Jeffrey T. Officer 4,800 $253.0K 2026-02-05 Charles Schwab Corp. — EDGAR
2025-08-21 Boigon Aaron M. Officer 1,500 $62.1K 2025-08-21 Edward Jones — EDGAR
2024-10-24 Moore, Jeffrey T. Officer 4,200 $179.4K 2024-10-22 Charles Schwab — EDGAR
2024-10-22 North BJ Officer 2,496 $105.8K 2024-10-22 Charles Schwab Corp. — EDGAR
2024-05-09 North BJ Officer 3,632 $128.0K 2024-05-09 The Charles Schwab Corporation — 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
42 ETFs hold PLBC
25 shown · $58.34M 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% $12.1M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.02% $11.6M $75.2B 2026-10-15
3 AVUV Avantis U.S. Small Cap Value ETF Avantis 0.03% $9.4M $31.2B 2026-10-15
4 VXF Vanguard Extended Market ETF Vanguard 0.00% $4.6M — 2026-09-30
5 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.03% $4.0M $13.6B 2026-10-15
6 DFAS Dimensional US Small Cap ETF Dimensional 0.01% $2.6M — 2026-10-15
7 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $2.4M — 2026-09-30
8 DFAT Dimensional US Targeted Value ETF Dimensional 0.01% $2.0M — 2026-10-15
9 FDM First Trust Dow Jones Select MicroCap Index Fund First Trust 0.67% $1.8M $263.5M 2026-10-15
10 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.10% $1.3M $1.2B 2026-10-15
11 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $1.2M — 2026-10-15
12 DFMC Dimensional US Micro Cap ETF Dimensional 0.02% $1.1M — 2026-10-15
13 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $676,717 — 2026-10-15
14 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.02% $617,273 $3.1B 2026-10-15
15 GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF Goldman 0.04% $389,922 $1.0B 2026-10-15
16 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.03% $373,625 — 2026-09-30
17 DES WisdomTree U.S. SmallCap Dividend Fund Nport 0.02% $364,432 — 2026-06-30
18 DFSV Dimensional US Small Cap Value ETF Dimensional 0.00% $362,434 — 2026-10-15
19 AVUS Avantis U.S. Equity ETF Avantis 0.00% $335,256 $14.8B 2026-10-15
20 DXUV Dimensional US Vector Equity ETF Dimensional 0.00% $287,167 — 2026-10-15
21 DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund Nport 0.05% $214,884 — 2026-06-30
22 AIMS Acuitas Small Cap Active ETF Nport 0.23% $210,501 — 2026-06-30
23 RSSL Global X Russell 2000 ETF Global X 0.01% $197,137 — 2026-10-16
24 BSVO EA Bridgeway Omni Small-Cap Value ETF Nport 0.01% $164,976 — 2026-06-30
25 QABA First Trust NASDAQ® ABA Community Bank Index Fund First Trust 0.18% $154,132 $84.1M 2026-10-15
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.