Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · industry median · verdict relative to median

Institutional owners (13F) 55 filers · $43.3M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 55
Value held $43.3M
New positions 9
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (+3 vs prior Q) 5 (+3 vs prior Q) 12 (+6 vs prior Q) 9 (-6 vs prior Q) +618K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Legacy CG, LLC $17,488,909 592,967 40.35% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,505,700 118,862 8.09% Shares
Kestra Advisory Services, LLC $3,126,029 105,989 7.21% Shares
LPL Financial LLC $1,404,732 47,628 3.24% Shares
Cetera Investment Advisers $973,063 32,992 2.24% Shares
Bullseye Investment Management, LLC $938,888 35,879 2.17% Shares
Crown Wealth Group, LLC $869,569 29,483 2.01% Shares
Trek Financial, LLC $791,380 26,832 1.83% Shares
KFG WEALTH MANAGEMENT, LLC $721,126 24,450 1.66% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $685,649 23,203 1.58% Shares
Selby Wealth Management, LLC $669,512 22,700 1.54% Shares
World Investment Advisors $659,176 22,896 1.52% Shares
Cypress Wealth Services, LLC $645,091 21,872 1.49% Shares
Peak Wealth Management LLC $609,079 20,651 1.41% Shares
OLD MISSION CAPITAL LLC $579,260 19,640 1.34% Shares
Brookstone Capital Management $572,477 19,410 1.32% Shares
CROSSPOINT FINANCIAL, LLC $556,699 18,875 1.28% Shares
Quantinno Capital Management LP $555,842 18,846 1.28% Shares
AXXCESS WEALTH MANAGEMENT, LLC $555,842 18,846 1.28% Shares
Lineweaver Wealth Advisors, LLC $544,900 18,475 1.26% Shares
RAYMOND JAMES FINANCIAL INC $541,479 18,359 1.25% Shares
Spire Wealth Management $513,194 17,402 1.18% Shares
MML INVESTORS SERVICES, LLC $485,647 16,466 1.12% Shares
ENVESTNET ASSET MANAGEMENT INC $423,621 14,363 0.98% Shares
Geneos Wealth Management Inc. $412,915 14,000 0.95% Shares
Farther Finance Advisors, LLC $397,862 13,490 0.92% Shares
Three Seasons Wealth, LLC $375,959 12,747 0.87% Shares
Keystone Wealth Services, LLC $361,064 12,242 0.83% Shares
CITADEL ADVISORS LLC $313,019 10,613 0.72% Shares
OSAIC HOLDINGS, INC. $291,036 9,869 0.67% Shares
Visionary Wealth Advisors $284,027 9,630 0.66% Shares
Garden State Investment Advisory Services LLC $260,284 8,825 0.60% Shares
HighTower Advisors, LLC $257,373 8,726 0.59% Shares
Diligent Investors, LLC $237,426 8,050 0.55% Shares
Atria Wealth Solutions, Inc. $212,176 7,782 0.49% Shares
AE Wealth Management LLC $208,286 7,062 0.48% Shares
Triumph Capital Management $182,862 6,200 0.42% Shares
BARCLAYS PLC $181,240 6,145 0.42% Shares
Glen Eagle Advisors, LLC $166,346 5,640 0.38% Shares
EP Wealth Advisors, LLC $155,433 5,270 0.36% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $148,148 5,023 0.34% Shares
CoreCap Advisors, LLC $105,175 3,566 0.24% Shares
Steward Partners Investment Advisory, LLC $102,550 3,477 0.24% Shares
PlanVest Financial, Inc $59,165 2,006 0.14% Shares
NBZ Investment Advisors LLC $48,223 1,635 0.11% Shares
Ashton Thomas Private Wealth, LLC $37,369 1,267 0.09% Shares
JPMORGAN CHASE & CO $30,718 1,042 0.07% Shares
IFP Advisors, Inc $26,545 900 0.06% Shares
Financial Network Wealth Advisors LLC $19,997 678 0.05% Shares
Archer Investment Corp $16,133 547 0.04% Shares
DHJJ Financial Advisors, Ltd. $11,946 405 0.03% Shares
HARBOUR INVESTMENTS, INC. $11,827 401 0.03% Shares
Pinnacle Wealth Planning Services, Inc. $8,140 276 0.02% Shares
Sunbelt Securities, Inc. $5,355 186 0.01% Shares
CENTAURUS FINANCIAL, INC. $2,106 71,417 0.00% Shares

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