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) 30 filers · $31.0M 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 30
Value held $31.0M
New positions 6
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-9 vs prior Q) 2 (+2 vs prior Q) 15 (+7 vs prior Q) 4 (+2 vs prior Q) +77K

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
Signal Advisors Wealth, LLC $4,666,329 201,606 15.04% Shares
Delta Investment Management, LLC $4,106,917 177,437 13.23% Shares
Talon Private Wealth, LLC $3,751,898 162,139 12.09% Shares
Soltis Investment Advisors LLC $2,726,265 117,787 8.79% Shares
Beacon Pointe Advisors, LLC $2,105,204 90,954 6.78% Shares
Trek Financial, LLC $1,840,809 79,531 5.93% Shares
Brookstone Capital Management $1,566,343 67,673 5.05% Shares
CWM, LLC $1,417,886 61,274 4.57% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,358,990 58,714 4.38% Shares
WealthPlan Investment Management, LLC $1,300,400 56,183 4.19% Shares
Strategic Blueprint, LLC $1,029,548 44,481 3.32% Shares
Mariner, LLC $679,769 29,369 2.19% Shares
WINNACLE WEALTH LLC $666,715 28,805 2.15% Shares
WOLVERINE TRADING, LLC $607,542 24,399 1.96% Shares
Maia Wealth LLC $598,203 25,845 1.93% Shares
OLD MISSION CAPITAL LLC $456,041 19,703 1.47% Shares
Triad Wealth Partners, LLC $397,535 17,187 1.28% Shares
SILVER OAK SECURITIES, INCORPORATED $388,039 16,765 1.25% Shares
BROWN WEALTH MANAGEMENT, LLC $335,336 14,488 1.08% Shares
CreativeOne Wealth, LLC $261,548 11,300 0.84% Shares
Koshinski Asset Management, Inc. $221,667 9,577 0.71% Shares
Diligent Investors, LLC $209,768 9,063 0.68% Shares
Noble Wealth Management PBC $150,448 6,500 0.48% Shares
AE Wealth Management LLC $113,525 4,905 0.37% Shares
RED REEF ADVISORS LLC $52,629 2,274 0.17% Shares
Ashton Thomas Private Wealth, LLC $11,619 502 0.04% Shares
IFP Advisors, Inc $5,138 222 0.02% Shares
CENTRAL TRUST Co $3,796 164 0.01% Shares
Global Retirement Partners, LLC $2,315 100 0.01% Shares
JPMORGAN CHASE & CO $117 5 0.00% Shares

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