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) 8 filers · $20.8M 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 8
Value held $20.8M
New positions 5
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (+2 vs prior Q) 1 (+1 vs prior Q) 3 (+2 vs prior Q) 0 (0 vs prior Q) +149K

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
AMERICAN CENTURY COMPANIES INC $13,393,686 266,798 64.51% Shares
Visionary Wealth Advisors $3,237,000 64,480 15.59% Shares
Fortis Group Advisors, LLC $1,732,055 34,502 8.34% Shares
Networth Advisors, LLC $1,291,185 25,720 6.22% Shares
AE Wealth Management LLC $1,057,848 21,072 5.10% Shares
Lloyd Advisory Services, LLC. $44,077 878 0.21% Shares
Kingdom Financial Group LLC. $5,974 119 0.03% Shares
Quest 10 Wealth Builders, Inc. $502 10 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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