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) 11 filers · $31.2M 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 11
Value held $31.2M
New positions 1
Exited positions 13
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-1 vs prior Q) 13 (+12 vs prior Q) 1 (-9 vs prior Q) 4 (+2 vs prior Q) -1.4M

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
Anfield Capital Management, LLC $16,030,985 958,218 51.39% Shares
Geneos Wealth Management Inc. $10,214,250 508,172 32.75% Shares
Independent Advisor Alliance $1,446,275 69,700 4.64% Shares
AdvisorNet Financial, Inc $1,075,929 51,852 3.45% Shares
Wealth Enhancement Trust Services, Inc. $800,224 38,565 2.57% Shares
First International Bank & Trust $686,878 33,376 2.20% Shares
HIGHLINE WEALTH PARTNERS LLC $661,738 31,891 2.12% Shares
Mosley Wealth Management $247,422 11,924 0.79% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $18,841 908 0.06% Shares
HARBOUR INVESTMENTS, INC. $10,749 518 0.03% Shares
Motiv8 Investments LLC $7 425 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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