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) 108 Einreicher · $476.0M 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 108
Gehaltener Wert $476.0M
Neue Positionen 10
Geschlossene Positionen 11
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
10 (-13 vs. Vorquartal) 11 (+2 vs. Vorquartal) 39 (-8 vs. Vorquartal) 41 (+18 vs. Vorquartal) -5.3M

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
Wealthquest Corp $132.142.112 3.901.450 27,76% Aktien
OSAIC HOLDINGS, INC. $42.103.633 1.243.114 8,85% Aktien
CAPTRUST FINANCIAL ADVISORS $26.679.128 787.692 5,60% Aktien
Grant Street Asset Management, Inc. $26.241.189 774.762 5,51% Aktien
NewEdge Advisors, LLC $21.567.739 636.780 4,53% Aktien
Brookstone Capital Management $15.925.877 470.206 3,35% Aktien
CRA Financial Services, LLC $14.097.145 416.213 2,96% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $12.908.930 381.132 2,71% Aktien
Pitti Group Wealth Management, LLC $12.827.822 378.737 2,69% Aktien
D.B. Root & Company, LLC $11.623.947 343.193 2,44% Aktien
MML INVESTORS SERVICES, LLC $9.172.433 270.813 1,93% Aktien
Cetera Investment Advisers $8.488.499 250.620 1,78% Aktien
ENVESTNET ASSET MANAGEMENT INC $8.359.539 246.813 1,76% Aktien
Sigma Planning Corp $7.972.343 235.381 1,67% Aktien
Foundations Investment Advisors, LLC $7.506.032 221.613 1,58% Aktien
TRUIST FINANCIAL CORP $6.234.065 184.059 1,31% Aktien
Sovran Advisors, LLC $6.210.106 183.027 1,30% Aktien
Gallagher Fiduciary Advisors, LLC $6.107.656 180.326 1,28% Aktien
AXXCESS WEALTH MANAGEMENT, LLC $5.953.533 175.776 1,25% Aktien
RAYMOND JAMES FINANCIAL INC $5.481.453 161.838 1,15% Aktien
Atria Investments, Inc $5.370.620 158.566 1,13% Aktien
Beacon Pointe Advisors, LLC $5.361.147 158.286 1,13% Aktien
Pallas Capital Advisors LLC $5.256.038 155.183 1,10% Aktien
Triumph Capital Management $4.712.977 139.149 0,99% Aktien
Comprehensive Financial Consultants Institutional, Inc. $4.618.750 136.367 0,97% Aktien
SAGESPRING WEALTH PARTNERS, LLC $3.689.665 108.936 0,78% Aktien
Macco Financial Group, Inc. $3.492.945 103.128 0,73% Aktien
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $3.183.204 93.983 0,67% Aktien
Gladstone Institutional Advisory LLC $3.050.468 90.064 0,64% Aktien
KFG WEALTH MANAGEMENT, LLC $2.684.231 79.251 0,56% Aktien
CreativeOne Wealth, LLC $2.319.824 68.492 0,49% Aktien
Belpointe Asset Management LLC $2.068.001 61.057 0,43% Aktien
Advisory Services Network, LLC $1.981.171 58.493 0,42% Aktien
Ausdal Financial Partners, Inc. $1.932.284 57.050 0,41% Aktien
Mutual Advisors, LLC $1.567.876 46.291 0,33% Aktien
Insight Wealth Partners, LLC $1.533.769 45.284 0,32% Aktien
Schulz Wealth, LTD. $1.488.078 43.935 0,31% Aktien
Sugar Maple Asset Management, LLC $1.474.869 43.545 0,31% Aktien
HOLLENCREST CAPITAL MANAGEMENT $1.399.136 41.309 0,29% Aktien
Claro Advisors Inc. $1.292.141 38.150 0,27% Aktien
SMART Wealth LLC $1.259.456 37.185 0,26% Aktien
SECURED RETIREMENT ADVISORS, LLC $1.253.901 37.021 0,26% Aktien
LPL Financial LLC $1.239.507 36.596 0,26% Aktien
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $1.166.110 34.429 0,24% Aktien
PlanVest Financial, Inc $1.073.882 31.706 0,23% Aktien
Kingsview Wealth Management, LLC $1.006.718 29.723 0,21% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $998.077 29.468 0,21% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $894.812 26.419 0,19% Aktien
Ameritas Advisory Services, LLC $882.246 26.048 0,19% Aktien
Addison Capital Co $861.661 25.440 0,18% Aktien
Tanglewood Legacy Advisors, LLC $838.960 24.770 0,18% Aktien
Summit Wealth Partners, LLC $836.487 24.697 0,18% Aktien
Vantage Financial Partners, LLC $729.210 22.389 0,15% Aktien
DIVERSIFY WEALTH MANAGEMENT, LLC $707.923 20.895 0,15% Aktien
Diversify Advisory Services, LLC $707.923 20.895 0,15% Aktien
NewEdge Wealth, LLC $689.293 20.351 0,14% Aktien
OneDigital Investment Advisors LLC $671.608 19.829 0,14% Aktien
Stratos Wealth Advisors, LLC $658.568 19.444 0,14% Aktien
Ballast Rock Private Wealth LLC $648.420 19.144 0,14% Aktien
Kestra Advisory Services, LLC $610.134 18.014 0,13% Aktien
CRUX WEALTH ADVISORS $603.157 17.808 0,13% Aktien
Stuart Chaussee & Associates, Inc. $575.338 18.047 0,12% Aktien
N.E.W. Advisory Services LLC $574.097 16.950 0,12% Aktien
October Effect Ltd $563.021 16.623 0,12% Aktien
AE Wealth Management LLC $562.107 16.596 0,12% Aktien
Keating Financial Advisory Services, Inc. $559.126 16.508 0,12% Aktien
CoreCap Advisors, LLC $504.223 14.887 0,11% Aktien
Trek Financial, LLC $471.064 13.908 0,10% Aktien
Bullseye Investment Management, LLC $467.094 15.690 0,10% Aktien
HARBOUR INVESTMENTS, INC. $423.036 12.490 0,09% Aktien
GWN SECURITIES INC. $398.533 11.767 0,08% Aktien
CENTRAL VALLEY ADVISORS, LLC $350.588 10.351 0,07% Aktien
SILVER OAK SECURITIES, INCORPORATED $343.171 10.132 0,07% Aktien
Share Andrew L. $336.329 9.930 0,07% Aktien
Vantage Point Financial LLC $332.434 9.815 0,07% Aktien
BFI Wealth Solutions, LLC $328.032 9.685 0,07% Aktien
Range Financial Group LLC $320.444 9.461 0,07% Aktien
IHT Wealth Management, LLC $289.284 8.541 0,06% Aktien
INTEGRITY ALLIANCE, LLC. $281.460 8.310 0,06% Aktien
Garden State Investment Advisory Services LLC $281.019 8.297 0,06% Aktien
Virtue Capital Management, LLC $276.481 8.163 0,06% Aktien
CALTON & ASSOCIATES, INC. $275.058 8.121 0,06% Aktien
OLIVER LAGORE VANVALIN INVESTMENT GROUP $268.793 9.029 0,06% Aktien
Vistica Wealth Advisors, LLC $267.573 7.900 0,06% Aktien
DAYMARK WEALTH PARTNERS, LLC $254.130 7.503 0,05% Aktien
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $253.178 7.475 0,05% Aktien
RED CRANE WEALTH MANAGEMENT, LLC $241.798 7.139 0,05% Aktien
BECK CAPITAL MANAGEMENT, LLC $218.462 6.450 0,05% Aktien
Steward Partners Investment Advisory, LLC $214.804 6.342 0,05% Aktien
CARY STREET PARTNERS FINANCIAL LLC $207.386 6.123 0,04% Aktien
ATX Financial Planning, LLC $204.168 6.028 0,04% Aktien
CASTLE WEALTH MANAGEMENT LLC $201.357 5.945 0,04% Aktien
Capital Investment Advisory Services, LLC $200.612 5.923 0,04% Aktien
IFP Advisors, Inc $193.465 5.712 0,04% Aktien
WealthShield Partners, LLC $115.158 3.400 0,02% Aktien
Keystone Financial Group, Inc. $67.774 2.001 0,01% Aktien
Farther Finance Advisors, LLC $67.740 2.000 0,01% Aktien
Caitlin John, LLC $32.210 951 0,01% Aktien
FIDUCIARY FINANCIAL ADVISORS $21.270 628 0,00% Aktien
CENTAURUS FINANCIAL, INC. $17.111 505.210 0,00% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $13.698 422 0,00% Aktien
HUNTINGTON NATIONAL BANK $3.827 113 0,00% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1.456 43 0,00% Aktien
WELLS FARGO & COMPANY/MN $1.253 37 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $1.188 35.090 0,00% Aktien
Motiv8 Investments LLC $310 9.504 0,00% Aktien
Capital Analysts, LLC $130 3.838 0,00% Aktien
JPMORGAN CHASE & CO $14 0 0,00% Aktien

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