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

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value · industry median · verdict relative to median

Institutional owners (13F) 35 filers · $17.5M 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 35
Value held $17.5M
New positions 6
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-2 vs prior Q) 4 (-6 vs prior Q) 9 (+3 vs prior Q) 7 (0 vs prior Q) +13K

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
LPL Financial LLC $9,889,452 200,029 56.61% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,336,621 86,392 24.82% Shares
Integrated Wealth Concepts LLC $848,011 17,149 4.85% Shares
First International Bank of Israel Ltd. $727,536 21,776 4.16% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $463,253 9,370 2.65% Shares
Cetera Investment Advisers $353,946 7,159 2.03% Shares
HCR Wealth Advisors $229,648 4,645 1.31% Shares
SOA Wealth Advisors, LLC. $104,561 2,115 0.60% Shares
BANK OF MONTREAL /CAN/ $85,235 1,724 0.49% Shares
TD Waterhouse Canada Inc. $81,712 1,645 0.47% Shares
Parallel Advisors, LLC $69,414 1,404 0.40% Shares
FMR LLC $57,327 1,160 0.33% Shares
OSAIC HOLDINGS, INC. $51,859 1,049 0.30% Shares
UBS Group AG $36,289 734 0.21% Shares
Financial Perspectives, Inc $25,313 512 0.14% Shares
Farther Finance Advisors, LLC $25,313 512 0.14% Shares
ROYAL BANK OF CANADA $20,000 406 0.11% Shares
MORGAN STANLEY $16,117 326 0.09% Shares
Federation des caisses Desjardins du Quebec $12,360 250 0.07% Shares
VANGUARD ADVISERS INC $9,816 227 0.06% Shares
Steward Partners Investment Advisory, LLC $6,734 136 0.04% Shares
ASSETMARK, INC $5,092 103 0.03% Shares
BLAIR WILLIAM & CO/IL $4,054 82 0.02% Shares
GILPIN WEALTH MANAGEMENT, LLC $2,472 50 0.01% Shares
Allworth Financial LP $2,311 47 0.01% Shares
NATIONAL BANK OF CANADA /FI/ $1,630 33 0.01% Shares
BFSG, LLC $1,335 27 0.01% Shares
GHP Investment Advisors, Inc. $1,297 30 0.01% Shares
Global Retirement Partners, LLC $692 14 0.00% Shares
Wood Tarver Financial Group, LLC $222 4,500 0.00% Shares
WEDBUSH SECURITIES INC $209 4,220 0.00% Shares
FLOW TRADERS U.S. LLC $202 4,090 0.00% Shares
Cassaday & Co Wealth Management LLC $149 3 0.00% Shares
Russell Investments Group, Ltd. $49 1 0.00% Shares
WELLS FARGO & COMPANY/MN $1 0 0.00% Shares

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