Bewertung & Kennzahlen 07–12

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

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Wert · Branchenmedian · Urteil im Verhältnis zum Median

Institutionelle Eigentümer (13F) 148 Einreicher · $285.7M gesamt · Stand 30. Juni 2026

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Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Inhaber 148
Gehaltener Wert $285.7M
Neue Positionen 28
Geschlossene Positionen 14
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
28 (+6 vs. Vorquartal) 14 (+6 vs. Vorquartal) 48 (+6 vs. Vorquartal) 50 (+7 vs. Vorquartal) +130K

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
Inspire Advisors, LLC $70.156.316 1.213.772 24,55% Aktien
LPL Financial LLC $33.459.602 578.086 11,71% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $29.637.366 512.048 10,37% Aktien
UNITED CAPITAL FINANCIAL ADVISORS, LLC $10.272.987 177.488 3,60% Aktien
Focus Partners Wealth $7.645.395 132.090 2,68% Aktien
OneAscent Financial Services LLC $6.957.867 120.212 2,44% Aktien
CWM, LLC $6.921.531 146.798 2,42% Aktien
LVZ, Inc. $6.266.247 108.263 2,19% Aktien
SUMMIT WEALTH GROUP LLC / CO $4.675.373 80.777 1,64% Aktien
PAX Financial Group, LLC $4.663.682 80.575 1,63% Aktien
Inspire Investing, LLC $4.484.776 95.117 1,57% Aktien
Cetera Investment Advisers $4.331.988 74.844 1,52% Aktien
Turning Point Benefit Group, Inc. $4.243.126 74.015 1,49% Aktien
Strategic Equity Management $4.123.566 71.243 1,44% Aktien
SILVER OAK SECURITIES, INCORPORATED $3.646.728 63.005 1,28% Aktien
Revisor Wealth Management LLC $3.270.745 56.407 1,14% Aktien
Geneos Wealth Management Inc. $3.210.824 55.474 1,12% Aktien
JONES FINANCIAL COMPANIES LLLP $3.080.694 54.905 1,08% Aktien
ENVESTNET ASSET MANAGEMENT INC $3.056.058 52.800 1,07% Aktien
MONEYWISE, INC. $2.503.530 43.254 0,88% Aktien
TWO SIGMA INVESTMENTS, LP $2.402.020 41.500 0,84% Aktien
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC $2.223.055 38.408 0,78% Aktien
AlphaStar Capital Management, LLC $2.156.270 37.254 0,75% Aktien
WorthPointe, LLC $2.135.826 36.901 0,75% Aktien
EverSource Wealth Advisors, LLC $2.079.161 35.922 0,73% Aktien
Optivise Advisory Services LLC $1.824.551 31.523 0,64% Aktien
Tulsa Wealth Advisors, INC $1.593.322 27.528 0,56% Aktien
Gateway Wealth Partners, LLC $1.531.802 26.465 0,54% Aktien
J.W. COLE ADVISORS, INC. $1.515.260 26.179 0,53% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.511.247 26.110 0,53% Aktien
OSAIC HOLDINGS, INC. $1.360.444 23.505 0,48% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1.317.579 22.764 0,46% Aktien
HARBOUR INVESTMENTS, INC. $1.272.586 21.987 0,45% Aktien
ROYAL BANK OF CANADA $1.225.000 21.170 0,43% Aktien
Harvest Investment Services, LLC $1.221.113 21.097 0,43% Aktien
Focus Financial Network, Inc. $1.199.249 20.683 0,42% Aktien
Frontier Asset Management, LLC $1.188.462 20.533 0,42% Aktien
Fiduciary Alliance LLC $1.179.357 20.376 0,41% Aktien
H D Vest Advisory Services $1.162.139 28.119 0,41% Aktien
Delta Investment Management, LLC $1.154.856 19.953 0,40% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $1.076.590 18.600 0,38% Aktien
VICUS CAPITAL $1.019.076 17.607 0,36% Aktien
JOHNSON INVESTMENT COUNSEL INC $1.011.645 17.478 0,35% Aktien
Keel Point, LLC $995.941 17.207 0,35% Aktien
Sterling Investment Advisors, Ltd. $966.596 16.700 0,34% Aktien
Brookstone Capital Management $934.704 16.149 0,33% Aktien
Simplicity Wealth,LLC $855.473 14.780 0,30% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $839.434 14.503 0,29% Aktien
Atria Investments, Inc $794.808 13.732 0,28% Aktien
Discipline Wealth Solutions, LLC $788.847 13.629 0,28% Aktien
OneAscent Wealth Management LLC $786.763 13.593 0,28% Aktien
Whitaker-Myers Wealth Managers, LTD. $779.626 13.470 0,27% Aktien
Sanctuary Advisors, LLC $760.546 13.140 0,27% Aktien
Goldstone Financial Group, LLC $759.849 13.128 0,27% Aktien
Arax Advisory Partners $729.002 12.595 0,26% Aktien
AQR CAPITAL MANAGEMENT LLC $710.072 12.268 0,25% Aktien
PRINCIPAL SECURITIES, INC. $703.010 12.146 0,25% Aktien
LaSalle St. Investment Advisors, LLC $665.679 11.501 0,23% Aktien
RKL Wealth Management LLC $661.986 11.437 0,23% Aktien
Demars Financial Group, LLC $656.996 11.351 0,23% Aktien
Blueprint Investment Partners LLC $647.642 11.189 0,23% Aktien
Farther Finance Advisors, LLC $609.939 10.538 0,21% Aktien
Cyndeo Wealth Partners, LLC $594.580 10.273 0,21% Aktien
Blue Trust, Inc. $563.462 9.735 0,20% Aktien
Clark Asset Management, LLC $561.610 9.703 0,20% Aktien
Waverly Advisors, LLC $547.545 9.460 0,19% Aktien
WIN ADVISORS, INC $505.219 8.729 0,18% Aktien
Ameritas Investment Partners, Inc. $492.597 8.511 0,17% Aktien
Valmark Advisers, Inc. $483.966 8.362 0,17% Aktien
Howard Capital Management, LLC $478.494 8.267 0,17% Aktien
Atria Wealth Solutions, Inc. $471.334 11.306 0,16% Aktien
Private Advisor Group, LLC $432.537 7.473 0,15% Aktien
GTS SECURITIES LLC $429.991 7.429 0,15% Aktien
STIFEL FINANCIAL CORP $419.804 7.253 0,15% Aktien
PFG Advisors $415.772 7.183 0,15% Aktien
Financial Partners Group, Inc $412.757 7.131 0,14% Aktien
Wealthcare Advisory Partners LLC $409.511 7.075 0,14% Aktien
PVG ASSET MANAGEMENT CORP $383.455 6.625 0,13% Aktien
Savvy Advisors, Inc. $374.657 6.473 0,13% Aktien
D.A. DAVIDSON & CO. $374.078 6.463 0,13% Aktien
First Heartland Consultants, Inc. $369.182 6.378 0,13% Aktien
GWN SECURITIES INC. $364.644 6.300 0,13% Aktien
Continuum Advisory, LLC $357.177 6.171 0,13% Aktien
Focus Partners Advisor Solutions, LLC $352.142 6.084 0,12% Aktien
CITADEL ADVISORS LLC $345.717 5.973 0,12% Aktien
NewEdge Advisors, LLC $337.134 5.825 0,12% Aktien
Tandem Investment Partners LLC $333.099 5.755 0,12% Aktien
Five Pine Wealth Management $311.339 5.379 0,11% Aktien
Envestnet Portfolio Solutions, Inc. $306.417 5.294 0,11% Aktien
Aptus Capital Advisors, LLC $304.970 5.269 0,11% Aktien
Barnes Wealth Management Group, Inc $304.713 5.264 0,11% Aktien
Bedel Financial Consulting, Inc. $294.956 5.096 0,10% Aktien
AIFG Consultants Ltd. $290.186 6.430 0,10% Aktien
Cresta Advisors, Ltd. $289.400 5.000 0,10% Aktien
Community Financial Services Group, LLC $285.718 5.040 0,10% Aktien
MML INVESTORS SERVICES, LLC $280.986 4.855 0,10% Aktien
Sowell Financial Services LLC $270.124 4.667 0,09% Aktien
Allen Capital Group, LLC $269.663 4.659 0,09% Aktien
Fund Evaluation Group, LLC $268.621 4.641 0,09% Aktien
David Kennon Inc $250.273 4.324 0,09% Aktien
RFG Advisory, LLC $250.072 4.321 0,09% Aktien
Forge Financial Services LLC $242.804 4.194 0,08% Aktien
Straight Path Wealth Management $242.286 4.186 0,08% Aktien
MRA Advisory Group $240.843 4.161 0,08% Aktien
HBW ADVISORY SERVICES LLC $236.232 4.081 0,08% Aktien
SAGESPRING WEALTH PARTNERS, LLC $235.161 4.063 0,08% Aktien
Well Done, LLC $233.662 4.037 0,08% Aktien
WELLS FARGO & COMPANY/MN $232.504 4.017 0,08% Aktien
Signal Advisors Wealth, LLC $229.954 3.973 0,08% Aktien
VICTORY FINANCIAL GROUP, LLC $225.443 3.895 0,08% Aktien
Schwallier Wealth Management LLC $220.959 3.818 0,08% Aktien
Empower Advisory Group, LLC $218.786 3.780 0,08% Aktien
Bouchey Financial Group, Ltd. $217.166 3.752 0,08% Aktien
LITTLEJOHN FINANCIAL SERVICES, INC. $211.551 3.655 0,07% Aktien
SFMG, LLC $207.963 3.593 0,07% Aktien
Orion Porfolio Solutions, LLC $203.332 3.513 0,07% Aktien
SHP Wealth Management $199.802 3.452 0,07% Aktien
CoreCap Advisors, LLC $179.254 3.097 0,06% Aktien
Allworth Financial LP $173.493 2.997 0,06% Aktien
Ameritas Advisory Services, LLC $164.370 2.840 0,06% Aktien
ASSETMARK, INC $151.819 2.623 0,05% Aktien
RAYMOND JAMES FINANCIAL INC $143.427 2.478 0,05% Aktien
Values First Advisors, Inc. $140.664 2.430 0,05% Aktien
Steward Partners Investment Advisory, LLC $131.851 2.278 0,05% Aktien
Bare Financial Services, Inc $87.630 1.514 0,03% Aktien
OLIVER LAGORE VANVALIN INVESTMENT GROUP $86.474 2.251 0,03% Aktien
Larson Financial Group LLC $63.668 1.100 0,02% Aktien
AdvisorNet Financial, Inc $59.559 1.029 0,02% Aktien
MORGAN STANLEY $57.359 991 0,02% Aktien
Winch Advisory Services, LLC $51.288 886 0,02% Aktien
JPMORGAN CHASE & CO $43.111 757 0,02% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $35.075 606 0,01% Aktien
North Star Investment Management Corp. $32.469 561 0,01% Aktien
PEOPLES FINANCIAL SERVICES CORP. $29.808 515 0,01% Aktien
StrongBox Wealth, LLC $18.522 320 0,01% Aktien
AE Wealth Management LLC $17.594 304 0,01% Aktien
PROEQUITIES, INC. $15.131 362 0,01% Aktien
FMR LLC $13.458 233 0,00% Aktien
Keating Financial Advisory Services, Inc. $8.393 145 0,00% Aktien
VANGUARD ADVISERS INC $7.279 154 0,00% Aktien
Integrated Wealth Concepts LLC $5.962 103 0,00% Aktien
UBS Group AG $5.788 100 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $2.299 39.712 0,00% Aktien
IFP Advisors, Inc $1.910 33 0,00% Aktien
Thrivent Financial for Lutherans $353 6.100 0,00% Aktien
Betterment LLC $202 3.489 0,00% Aktien
CX Institutional $54 925 0,00% Aktien
FNY Investment Advisers, LLC $2 50 0,00% Aktien

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