PXED Phoenix Education Partners, Inc.

XNYS
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.

PXED — —
Key stats
About
Industry (SIC)
SERVICES-EDUCATIONAL SERVICES (8200)
Exchange
XNYS
Market Cap
$0.9B
Employees
3,400
List Date
2025-10-09
CIK
0001600222
Headquarters
Phoenix, AZ
Homepage
https://www.phoenix.edu

Phoenix Education Partners Inc. is a mission-driven organization operating at the forefront of the rapidly evolving post-secondary education market. it is an online education provider and a pioneer in its field. The company benefits from the dynamic interplay between technological innovation, education, employment, and economic trends. It is focused on delivering personalized, career-relevant, and affordable education to its students through its flexible learning model, skills-aligned curriculum, and accessible tuition costs.

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
'25'26Avg
Jan--2.83%2.83%
Feb---5.19%-5.19%
Mar--5.25%5.25%
Apr---12.44%-12.44%
May--0.93%0.93%
Jun--4.65%4.65%
Jul---17.70%-17.70%
Aug--2.03%2.03%
Sep---12.67%-12.67%
Oct-3.15%3.09%*-0.03%
Nov-6.36%---6.36%
Dec-10.28%---10.28%
Total-18.63%-28.26%-23.45%
* 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: $25.94
SMA 50: $27.35
SMA 200: $29.48
Current: $26.01
EMA 12: $25.74
EMA 26: $26.34
MACD: -0.6003 | Signal: 0.1341
BEARISH
ADX (14): 19.56
RANGE
+DI: 19.33
−DI: 16.63

Momentum Oscillators

RSI (14): 45.58
NEUTRAL
Stoch %K: 55.42
Stoch %D: 42.93
Williams %R: -42.36

Volume & Volatility

BB Upper: $27.28
BB Lower: $24.60
NEUTRAL
OBV: 1,481,061
Vol SMA 20: 85,547
Vol ROC: -44.98%
ATR: $0.95
True Range: $0.53
HV 20: 20.1%
HV 30: 25.1%
HV 60: 31.3%

Data Summary

Data Points: 252
Last Updated:
Date Range: 2025-10-09T00:00:00 – 2026-10-09T00:00:00
AI Analysis

Here is a comprehensive stock analysis report for PXED:

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers: Mixed technical signals, recent news sentiment negatively impacted by law firm announcements

Primary Risks: High volatility, beta above average, potential for further price drops if regulatory issues persist

Investment Thesis: PXED's current price level may be attractive to risk-tolerant investors seeking a turnaround opportunity. However, caution is advised due to the high volatility and recent negative news sentiment.

Recent News Sentiment Impact: The string of law firm announcements has weighed heavily on the stock's performance, causing a significant drop in market capitalization.

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:

  • Upper Bollinger Band: $31.32
  • Middle Line: $29.28
  • Lower Bollinger Band: $27.25
  • SMA 20: $29.28
  • SMA 50: $29.18

Momentum Signals: RSI: Neutral (53.94), MACD: Bullish, Stochastic %K/D: Neutral

Volume Analysis:

  • Volume SMA 20: 87780.80
  • On-Balance Volume (OBV): 1017275.45
  • Volume Rate of Change: 31.56%

News & Sentiment Analysis

Recent Headlines Summary: Law firm announcements regarding potential legal issues have dominated the news cycle.

Sentiment Assessment: NEGATIVE

Catalyst Identification:

  • Regulatory issues: None imminent, but could impact future earnings

Market Narrative: The recent news sentiment has overridden the bullish momentum signals from technical indicators, making it difficult to predict a clear direction for the stock's price.

Risk & Volatility Assessment

Beta Interpretation: Above average volatility (1.14 vs SPY)

Volatility Regime: High volatility

Options Market Signals:

  • IV Rank: N/A
  • Put/Call Ratio: N/A
  • Unusual Activity: None

Downside Protection: Support levels and risk management considerations are essential to mitigate potential losses.

Market Context & Positioning

Sector Performance: PXED is outperforming its sector peers in the long term but underperforming in the short term.

Institutional Activity:

  • Volume patterns suggesting institutional interest: N/A
  • Buying/selling pressure: N/A

Correlation Analysis: PXED has a moderate correlation with the market (R-squared interpretation: 0.28).

Relative Valuation: PXED is trading within its historical range, but caution is advised due to the recent negative news sentiment.

Key Levels & Action Items

Critical Price Levels:

  • Upper Bollinger Band: $31.32
  • Middle Line: $29.28
  • Lower Bollinger Band: $27.25
  • SMA 20: $29.28
  • SMA 50: $29.18

Breakout/Breakdown Levels:

  • Above upper Bollinger Band: Bullish breakout potential
  • Below lower Bollinger Band: Bearish breakdown risk

Time-Sensitive Catalysts:

  • Earnings date: N/A
  • FDA approvals/product launches: N/A

Risk Management:

  • Stop-loss levels: Monitor support and resistance levels
  • Position sizing considerations: Adjust position size based on market conditions
Generated
News
All PXED news →

PXED 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: 0.7986
Alpha: -38.57%
Correlation: 0.2090
R-Squared: 4.4%
Stock Volatility: 49.8%
Market Volatility: 13.0%

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 PXED
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$1.2M
0.00%
#3483 of 6285-75.1%13F
Millennium Management Hedge fund
Izzy Englander
$597K
0.00%
#3107 of 3717-60.7%13F
Point72 Hedge fund
Steve Cohen
$364K
0.00%
#1701 of 1946new13F
Renaissance Technologies Hedge fund
Jim Simons
$217K
0.00%
#2864 of 3138new13F

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

PXED 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.

101 filers30,786,956 shares$1.01B value
# Filer Shares Value % of Total % of Float Period
1 Apollo Management Holdings, L.P. 24,901,320 $818.01M 80.91% — 2026-06-30
2 Van Berkom & Associates Inc. 1,340,935 $44.05M 4.36% — 2026-06-30
3 Wellington Management Group LLP Custodian 743,112 $24.41M 2.41% — 2026-06-30
4 Massachusetts Financial Services Co 659,360 $21.66M 2.14% — 2026-06-30
5 First Eagle Investment Management, LLC 415,510 $13.65M 1.35% — 2026-06-30
6 BlackRock, Inc. Custodian 384,179 $12.62M 1.25% — 2026-06-30
7 FIL Ltd 250,000 $8.21M 0.81% — 2026-06-30
8 Vanguard Capital Management LLC 224,932 $7.39M 0.73% — 2026-06-30
9 Geode Capital Management, LLC Custodian 119,736 $3.93M 0.39% — 2026-06-30
10 State Street Corp 115,975 $3.81M 0.38% — 2026-06-30
11 Vanguard Group Inc Custodian 118,009 $3.58M 0.35% — 2025-12-31
12 American Century Companies, Inc. 94,623 $3.11M 0.31% — 2026-06-30
13 SEGALL BRYANT & HAMILL, LLC 83,821 $2.75M 0.27% — 2026-06-30
14 Morgan Stanley Custodian 73,233 $2.41M 0.24% — 2026-06-30
15 HEARTLAND ADVISORS INC 73,005 $2.40M 0.24% — 2026-06-30
16 Curated Wealth Partners LLC 65,005 $2.14M 0.21% — 2026-06-30
17 BNP Paribas Financial Markets Custodian 60,380 $1.98M 0.20% — 2026-06-30
18 Alyeska Investment Group, L.P. 57,696 $1.90M 0.19% — 2026-06-30
19 Trexquant Investment LP 51,273 $1.68M 0.17% — 2026-06-30
20 Goldman Sachs Group Inc Custodian 49,956 $1.64M 0.16% — 2026-06-30
21 Walleye Capital LLC 47,493 $1.56M 0.15% — 2026-06-30
22 Two Sigma Investments, LP Custodian 46,296 $1.52M 0.15% — 2026-06-30
23 JPMorgan Chase & Co Custodian 42,684 $1.41M 0.14% — 2026-06-30
24 Northern Trust Corp Custodian 39,216 $1.29M 0.13% — 2026-06-30
25 XTX Topco Ltd 37,252 $1.22M 0.12% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

PXED Insider Trading (Form 4)

Latest: 2026-08-27
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
2026-08-27 Christopher Mark Lynne Chief Executive Officer Mixed +30,011 $17.69 -$469.6K EDGAR
2026-08-27 Cheryl M. Naumann Chief Human Resources Officer Mixed +18,381 $17.57 -$250.0K EDGAR
2026-08-27 Srini Medi Chief Legal Officer & Sec. Mixed +26,862 $17.34 -$290.9K EDGAR
2026-08-21 Raghu Ram Krishnaiah Chief Operating Officer Mixed +22,957 $17.57 -$416.4K EDGAR
2026-07-13 Robert Lee Brackenbury Director Award (A) +2,332 — EDGAR
2026-05-05 John Terrence Woods Chief Academic Off. & Provost Mixed +25,756 $17.92 -$364.5K EDGAR
2026-05-05 Cheryl M. Naumann Chief Human Resources Officer Mixed +6,886 $17.68 -$77.5K EDGAR
2026-02-24 Peter Jonathan Cohen Director Award (A) +4,394 — EDGAR
2026-02-24 Johannes H Worsoe Director Award (A) +4,394 — EDGAR
2026-02-24 Andrew Peter Bird Director Award (A) +4,394 — EDGAR
2026-02-24 Jeffrey John Denham Director Award (A) +4,394 — EDGAR
2026-02-24 John Clement Sizer JR Director Award (A) +4,394 — EDGAR
2025-12-11 Blair Wilde Westblom CFO & Treasurer Mixed +89,753 — EDGAR
2025-10-17 Adnan A. Nisar Director Sell (S) −105,452 $29.92 -$3.16M EDGAR
2025-10-17 Apollo Capital Management VIII, LLC 10%+ Owner Other (J) −3,192,288 $32.00 -$102.15M 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.

PXED Insider Holdings

17 insiders · @ $26.01
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 Apollo Capital Management VIII, LLC 10%+ Owner 24,901,319 $647.68M $0 2 2025-10-17
2 Martin H. Nesbitt Director 4,935,463 $128.37M -$24.19M 2 2025-10-17
3 TVG-I-E-AEG Holdings, LP 10%+ Owner 4,935,463 $128.37M -$24.19M 2 2025-10-17
4 Adnan A. Nisar Director 4,935,463 $128.37M -$24.19M 2 2025-10-17
5 Christopher Mark Lynne Chief Executive Officer 206,389 $5.37M $0 2 2026-08-27
6 Raghu Ram Krishnaiah Chief Operating Officer 130,966 $3.41M $0 2 2026-08-21
7 Srini Medi Chief Legal Officer & Sec. 106,924 $2.78M $0 2 2026-08-27
8 John Terrence Woods Chief Academic Off. & Provost 102,612 $2.67M $0 2 2026-05-05
9 Blair Wilde Westblom CFO & Treasurer 89,753 $2.33M $0 2 2025-12-11
10 Cheryl M. Naumann Chief Human Resources Officer 86,705 $2.26M $0 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.

PXED Proposed Insider Sales (Form 144)

Latest: 2026-10-09
Last 30d: 1 filing · $1.5M notice value  ·  Last 90d: 1 filing · $1.5M notice value · 1 unique filer · 100% 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: JOHN WOODS (1, $1.5M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-10-09 JOHN WOODS Officer 57,788 $1.51M 2026-10-09 Morgan Stanley Smith Barney LLC … 10b5-1 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
25 ETFs hold PXED
25 shown · $14.89M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $5.0M — 2026-08-31
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.00% $3.8M $78.7B 2026-10-08
3 VXF Vanguard Extended Market ETF Vanguard 0.00% $1.5M — 2026-08-31
4 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.01% $1.4M $13.9B 2026-10-08
5 VTWO Vanguard Russell 2000 ETF Vanguard 0.00% $895,831 — 2026-08-31
6 AVUV Avantis U.S. Small Cap Value ETF Nport 0.00% $696,044 — 2026-08-31
7 SCHA Schwab U.S. Small-Cap ETF Nport 0.00% $608,280 — 2026-08-31
8 MMID MFS Active Mid Cap ETF Nport 0.76% $257,615 — 2027-02-28
9 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.01% $160,338 — 2026-08-31
10 AIMS Acuitas Small Cap Active ETF Nport 0.12% $107,912 — 2026-12-31
11 OMFS Invesco Russell 2000 Dynamic Multifactor ETF Invesco 0.04% $93,722 — 2026-10-08
12 SCHB Schwab U.S. Broad Market ETF Nport 0.00% $74,000 — 2026-08-31
13 SQLV Royce Quant Small-Cap Quality Value ETF Nport 0.24% $70,168 — 2027-03-31
14 AVUS Avantis U.S. Equity ETF Nport 0.00% $67,429 — 2026-08-31
15 RSSL Global X Russell 2000 ETF Global X 0.01% $67,054 — 2026-10-09
16 AVSC Avantis U.S. Small Cap Equity ETF Nport 0.00% $36,082 — 2026-08-31
17 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $13,507 — 2026-08-31
18 ITWO ProShares Russell 2000 High Income ETF ProShares 0.00% $8,089 — 2026-10-09
19 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.00% $7,685 — 2026-08-31
20 URTY ProShares UltraPro Russell2000 ProShares 0.00% $5,696 — 2026-10-09
21 FLQS Franklin U.S. Small Cap Multifactor Index ETF Nport 0.01% $5,519 — 2027-03-31
22 UWM ProShares Ultra Russell2000 ProShares 0.00% $3,381 — 2026-10-09
23 HDG ProShares Hedge Replication ETF ProShares 0.00% $156 — 2026-10-09
24 RB ProShares Russell 2000 Dynamic Buffer ETF ProShares 0.00% $52 — 2026-10-09
25 ISCV iShares Morningstar Small-Cap Value ETF iShares (BlackRock) — — $659.3M 2026-10-08
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.