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) 12 filers · $99.9M 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 12
Value held $99.9M
New positions 0
Exited positions 32
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
0 32 3 4 ·

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
First International Bank & Trust $68,094,252 7,251,784 68.19% Shares
AdvisorNet Financial, Inc $25,543,206 2,715,918 25.58% Shares
Wealth Enhancement Trust Services, Inc. $4,194,790 446,017 4.20% Shares
9823 Capital, L.P. $1,564,825 166,542 1.57% Shares
TCFG WEALTH MANAGEMENT, LLC $157,663 16,925 0.16% Shares
TCFG Investment Advisors, LLC $137,482 14,618 0.14% Shares
Avior Wealth Management, LLC $113,805 12,190 0.11% Shares
Geneos Wealth Management Inc. $35,212 3,746 0.04% Shares
Anfield Capital Management, LLC $9,654 1,036 0.01% Shares
USAdvisors Wealth Management, LLC $3,658 389,250 0.00% Shares
Farther Finance Advisors, LLC $3,000 319 0.00% Shares
Motiv8 Investments LLC $2 203 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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