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) 189 filers · $595.8M 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 189
Value held $595.8M
New positions 138
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
138 2 42 3 ·

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. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
Kestra Advisory Services, LLC $59,820,940 2,877,390 10.04% Shares
COMMONWEALTH EQUITY SERVICES, LLC $39,529,265 1,901,359 6.63% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $31,425,958 1,522,575 5.27% Shares
Triad Wealth Partners, LLC $24,938,287 1,212,362 4.19% Shares
HBW ADVISORY SERVICES LLC $24,575,559 1,182,086 4.12% Shares
Macro Advisors, Inc. $22,299,520 1,072,608 3.74% Shares
Cetera Investment Advisers $22,211,251 1,068,362 3.73% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $13,443,124 646,615 2.26% Shares
Prime Capital Investment Advisors, LLC $12,686,708 610,231 2.13% Shares
Clear Creek Financial Management, LLC $12,356,708 594,358 2.07% Shares
UPTICK PARTNERS, LLC $11,170,783 537,315 1.87% Shares
Ameritas Advisory Services, LLC $11,098,705 533,848 1.86% Shares
Integrated Wealth Concepts LLC $10,212,424 491,215 1.71% Shares
Summit Financial, LLC $9,902,520 476,312 1.66% Shares
HARBOUR INVESTMENTS, INC. $9,853,376 473,948 1.65% Shares
FISCHER INVESTMENT STRATEGIES, LLC $9,656,269 464,467 1.62% Shares
GREAT VALLEY ADVISOR GROUP, INC. $9,416,000 452,892 1.58% Shares
INDEPENDENT FINANCIAL GROUP, LLC $8,713,422 419,116 1.46% Shares
ROYAL BANK OF CANADA $8,558,000 411,632 1.44% Shares
IAMS WEALTH MANAGEMENT, LLC $7,247,458 348,601 1.22% Shares
Wealth Watch Advisors, INC $7,160,670 344,429 1.20% Shares
Schulz Wealth, LTD. $7,132,425 343,070 1.20% Shares
MGO ONE SEVEN LLC $6,850,326 329,501 1.15% Shares
BOS Asset Management, LLC $6,556,438 315,365 1.10% Shares
BIP Wealth, LLC $5,997,794 288,494 1.01% Shares
Maridea Wealth Management LLC $5,356,961 257,670 0.90% Shares
IFP Advisors, Inc $5,245,816 252,324 0.88% Shares
Brookstone Capital Management $5,239,402 252,015 0.88% Shares
CARY STREET PARTNERS FINANCIAL LLC $5,165,317 248,452 0.87% Shares
CreativeOne Wealth, LLC $5,149,790 247,705 0.86% Shares
NewEdge Advisors, LLC $4,674,688 224,853 0.78% Shares
Goldenstone Wealth Management LLC $4,276,658 205,707 0.72% Shares
Chicago Partners Investment Group LLC $4,031,000 195,870 0.68% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $3,779,480 181,793 0.63% Shares
Vestmark Advisory Solutions, Inc. $3,779,480 181,793 0.63% Shares
Sovran Advisors, LLC $3,777,870 183,659 0.63% Shares
HighTower Advisors, LLC $3,551,868 170,845 0.60% Shares
VestGen Advisors, LLC $3,371,197 162,155 0.57% Shares
ENVESTNET ASSET MANAGEMENT INC $3,207,777 154,294 0.54% Shares
White Knight Strategic Wealth Advisors, LLC $3,120,558 150,099 0.52% Shares
Ashton Thomas Private Wealth, LLC $3,112,835 149,727 0.52% Shares
SageGuard Financial Group, LLC $3,053,668 146,882 0.51% Shares
Green Ridge Wealth Planning LLC $3,014,093 144,978 0.51% Shares
Farther Finance Advisors, LLC $3,001,957 144,394 0.50% Shares
AXXCESS WEALTH MANAGEMENT, LLC $2,918,625 140,386 0.49% Shares
Acorn Wealth Advisors, LLC $2,910,704 140,005 0.49% Shares
Steward Partners Investment Advisory, LLC $2,875,798 138,326 0.48% Shares
Luken Investment Analytics, LLC $2,855,714 137,360 0.48% Shares
Key Client Fiduciary Advisors, LLC $2,766,182 133,054 0.46% Shares
Western Wealth Management, LLC $2,738,500 131,722 0.46% Shares
Cornerstone Wealth, LLC/TN $2,728,484 132,066 0.46% Shares
Arax Advisory Partners $2,674,225 128,630 0.45% Shares
Strategic Blueprint, LLC $2,613,577 125,713 0.44% Shares
Mutual Advisors, LLC $2,572,471 123,736 0.43% Shares
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC $2,491,079 119,821 0.42% Shares
Sequent Planning LLC $2,338,962 112,504 0.39% Shares
AE Wealth Management LLC $2,292,902 110,289 0.38% Shares
Ethos Financial Group, LLC $2,265,145 110,441 0.38% Shares
Boyer Financial Services, Inc. $2,260,808 110,015 0.38% Shares
KINTRA WEALTH, LLC $1,976,884 95,226 0.33% Shares
BECK CAPITAL MANAGEMENT, LLC $1,970,050 94,759 0.33% Shares
Accel Wealth Management $1,885,252 92,505 0.32% Shares
SILVER OAK SECURITIES, INCORPORATED $1,874,009 90,140 0.31% Shares
Pallas Capital Advisors LLC $1,859,816 89,457 0.31% Shares
FSB PREMIER WEALTH MANAGEMENT, INC. $1,848,444 88,910 0.31% Shares
J.W. COLE ADVISORS, INC. $1,825,815 87,822 0.31% Shares
Legacy Wealth Managment, LLC/ID $1,801,443 86,650 0.30% Shares
Prosperity Financial Group, Inc. $1,761,557 84,731 0.30% Shares
Concurrent Investment Advisors, LLC $1,673,657 80,503 0.28% Shares
Capital CS Group, LLC $1,656,322 79,669 0.28% Shares
Pine Valley Investments Ltd Liability Co $1,623,904 78,110 0.27% Shares
Avior Wealth Management, LLC $1,616,524 77,755 0.27% Shares
CoreCap Advisors, LLC $1,583,500 76,166 0.27% Shares
Aptus Capital Advisors, LLC $1,554,946 74,793 0.26% Shares
Foundations Investment Advisors, LLC $1,542,348 74,187 0.26% Shares
Legacy Edge Advisors, LLC $1,527,961 73,495 0.26% Shares
INTEGRITY ALLIANCE, LLC. $1,520,625 73,142 0.26% Shares
Kovack Advisors, Inc. $1,405,478 68,199 0.24% Shares
JANE STREET GROUP, LLC $1,379,812 66,369 0.23% Shares
Bright Futures Wealth Management, LLC. $1,365,570 65,684 0.23% Shares
Quad-Cities Investment Group, LLC $1,358,273 65,333 0.23% Shares
Benson Wealth Management INC $1,299,084 62,486 0.22% Shares
Mariner, LLC $1,247,400 60,000 0.21% Shares
Beaumont Financial Advisors, LLC $1,230,103 59,168 0.21% Shares
KINGSWOOD WEALTH ADVISORS, LLC $1,222,889 58,821 0.21% Shares
Castleview Partners, LLC $1,174,635 56,500 0.20% Shares
RFG Advisory, LLC $1,140,389 54,853 0.19% Shares
Buska Wealth Management, LLC $1,086,437 53,309 0.18% Shares
WORLD EQUITY GROUP, INC. $1,017,858 48,959 0.17% Shares
Diligent Investors, LLC $998,092 48,008 0.17% Shares
Arkadios Wealth Advisors $987,369 47,493 0.17% Shares
TRANSCEND CAPITAL ADVISORS, LLC $986,216 47,437 0.17% Shares
Maia Wealth LLC $979,583 47,118 0.16% Shares
MBE Wealth Management, LLC $965,146 46,424 0.16% Shares
BlackDiamond Wealth Management, LLC $954,186 46,118 0.16% Shares
Simplicity Wealth,LLC $943,557 45,385 0.16% Shares
Trask Adam Roland $886,530 43,500 0.15% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $869,271 41,812 0.15% Shares
ADAMSBROWN WEALTH CONSULTANTS LLC $861,227 41,425 0.14% Shares
Prospera Financial Services Inc $856,809 41,213 0.14% Shares
Optivise Advisory Services LLC $854,170 41,086 0.14% Shares
HERITAGE OAK WEALTH ADVISORS LLC $828,523 39,852 0.14% Shares
Larson Financial Group LLC $815,781 39,239 0.14% Shares
StoneX Group Inc. $814,469 39,176 0.14% Shares
Delta Investment Management, LLC $799,417 38,452 0.13% Shares
MCDONALD PARTNERS LLC $790,020 38,000 0.13% Shares
Advyzon Investment Management, LLC $781,974 37,613 0.13% Shares
OneDigital Investment Advisors LLC $774,011 37,230 0.13% Shares
Sanctuary Advisors, LLC $771,080 37,089 0.13% Shares
Core Wealth Partners LLC $749,147 36,034 0.13% Shares
Millington Financial Advisors, LLC $739,127 35,845 0.12% Shares
Vantus Wealth LLC $737,234 35,461 0.12% Shares
Legacy Capital Wealth Partners, LLC $690,791 33,227 0.12% Shares
Rehmann Capital Advisory Group $678,014 32,612 0.11% Shares
Prairie Wealth Advisors, Inc. $675,238 0 0.11% Shares
Prostatis Group LLC $672,660 32,355 0.11% Shares
Capital Investment Advisory Services, LLC $615,883 29,624 0.10% Shares
DAYMARK WEALTH PARTNERS, LLC $603,556 29,031 0.10% Shares
Alpha Wealth Funds, LLC $597,962 28,762 0.10% Shares
SECURED RETIREMENT ADVISORS, LLC $579,646 27,881 0.10% Shares
RPS ADVISORY SOLUTIONS LLC $559,480 26,911 0.09% Shares
Cyndeo Wealth Partners, LLC $551,075 26,507 0.09% Shares
Monument Capital Management $544,324 26,182 0.09% Shares
WCG Wealth Advisors LLC $529,625 25,475 0.09% Shares
Apollon Wealth Management, LLC $502,390 24,165 0.08% Shares
OSAIC HOLDINGS, INC. $484,823 23,320 0.08% Shares
Accurate Wealth Management, LLC $482,419 23,373 0.08% Shares
Redhawk Wealth Advisors, Inc. $470,483 22,630 0.08% Shares
Triumph Capital Management $469,230 22,570 0.08% Shares
AlphaStar Capital Management, LLC $468,752 22,547 0.08% Shares
CWM, LLC $463,380 22,737 0.08% Shares
SUMMIT WEALTH GROUP LLC / CO $446,257 21,465 0.07% Shares
GoalVest Advisory LLC $442,286 21,274 0.07% Shares
Trek Financial, LLC $430,561 20,710 0.07% Shares
Blue Trust, Inc. $380,395 18,297 0.06% Shares
WPG Advisers, LLC $378,565 18,209 0.06% Shares
Strategic Financial Concepts, LLC $374,344 18,006 0.06% Shares
MN Wealth Advisors, LLC $366,085 17,608 0.06% Shares
Keating Financial Advisory Services, Inc. $352,141 16,938 0.06% Shares
Caliber Wealth Management, LLC / KS $339,356 16,323 0.06% Shares
Harvest Investment Services, LLC $338,987 16,305 0.06% Shares
VIMA LLC $338,440 16,279 0.06% Shares
Clarus Group, Inc. $328,436 15,798 0.06% Shares
VICTORY FINANCIAL GROUP, LLC $325,489 15,656 0.05% Shares
Presidio Capital Management, LLC $308,357 14,832 0.05% Shares
TCFG Investment Advisors, LLC $302,032 14,528 0.05% Shares
Chris Bulman Inc $292,079 14,049 0.05% Shares
Apollon Financial, LLC $290,872 13,991 0.05% Shares
Visionary Wealth Advisors $289,355 13,918 0.05% Shares
Merit Financial Group, LLC $272,993 13,131 0.05% Shares
TCP Asset Management, LLC $258,066 12,413 0.04% Shares
&PARTNERS $254,719 12,252 0.04% Shares
Five Pine Wealth Management $251,654 12,105 0.04% Shares
Santori & Peters, Inc. $250,831 12,065 0.04% Shares
Gaddis Premier Wealth Advisors LLC $244,969 11,783 0.04% Shares
Integras Partners LLC $239,646 11,527 0.04% Shares
Tradition Wealth Management, LLC $239,463 11,518 0.04% Shares
Advisory Services Network, LLC $237,810 11,439 0.04% Shares
MONEY CONCEPTS CAPITAL CORP $226,424 10,891 0.04% Shares
Independent Wealth Network Inc. $223,430 10,747 0.04% Shares
WealthCare Asset Management, LLC $221,268 10,643 0.04% Shares
MILESTONE ASSET MANAGEMENT, LLC $216,336 10,405 0.04% Shares
Boyce & Associates Wealth Consulting, Inc. $215,045 10,344 0.04% Shares
RIA Advisory Group LLC $208,971 10,052 0.04% Shares
Oder Investment Management, LLC $203,866 9,806 0.03% Shares
NEW WAVE WEALTH ADVISORS LLC $202,965 9,763 0.03% Shares
HBK Sorce Advisory LLC $202,096 9,782 0.03% Shares
Parallel Advisors, LLC $200,894 9,663 0.03% Shares
Anfield Capital Management, LLC $200,865 9,856 0.03% Shares
Investors Portfolio Services LLC $106,103 5,104 0.02% Shares
AMERIFLEX GROUP, INC. $88,864 4,274 0.01% Shares
Global Retirement Partners, LLC $50,780 2,443 0.01% Shares
Cambridge Investment Research Advisors, Inc. $45,518 2,189,406 0.01% Shares
Torren Management, LLC $43,063 2,113 0.01% Shares
FIFTH THIRD BANCORP $41,580 2,000 0.01% Shares
JPMORGAN CHASE & CO $41,420 2,000 0.01% Shares
POM Investment Strategies, LLC $19,958 960 0.00% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $19,938 959 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $14,553 700 0.00% Shares
Decker Retirement Planning Inc. $8,669 417 0.00% Shares
Key Capital Management, INC $6,570 316 0.00% Shares
Wood Tarver Financial Group, LLC $5,297 254,808 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $5,209 252 0.00% Shares
Janney Montgomery Scott LLC $2,113 101,655 0.00% Shares
Coppell Advisory Solutions LLC $916 28,790 0.00% Shares
WEDBUSH SECURITIES INC $695 33,414 0.00% Shares
LM Advisors LLC $526 25,300 0.00% Shares
Aurora Private Wealth, Inc. $432 20,769 0.00% Shares
Capital Analysts, LLC $263 12,650 0.00% Shares

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