Valuation & Ratios 07–12

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

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · industry median · verdict relative to median

Institutional owners (13F) 14 filers · $7.5M total · As of June 30, 2026

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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 14
Value held $7.5M
New positions 6
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (0 vs prior Q) 3 (0 vs prior Q) 1 (-2 vs prior Q) 2 (+1 vs prior Q) -211K

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
Brookwood Investment Group LLC $1,895,964 109,530 25.31% Shares
Miller Global Investments, LLC $1,732,316 100,076 23.13% Shares
Financial Gravity Companies, Inc. $1,130,676 65,319 15.10% Shares
Financial Gravity Wealth, Inc. $854,201 49,092 11.40% Shares
Larson Financial Group LLC $491,205 28,377 6.56% Shares
ELEVATUS WELATH MANAGEMENT $469,498 27,123 6.27% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $242,357 14,001 3.24% Shares
CITADEL ADVISORS LLC $226,761 13,100 3.03% Shares
RAYMOND JAMES FINANCIAL INC $223,732 12,925 2.99% Shares
Brookstone Capital Management $174,017 10,053 2.32% Shares
HARBOUR INVESTMENTS, INC. $25,965 1,500 0.35% Shares
UBS Group AG $22,763 1,315 0.30% Shares
Cambridge Investment Research Advisors, Inc. $308 17,803 0.00% Shares
WELLS FARGO & COMPANY/MN $10 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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