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) 47 filers · $22.0M 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 47
Value held $22.0M
New positions 7
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-2 vs prior Q) 5 (-1 vs prior Q) 8 (-3 vs prior Q) 12 (+2 vs prior Q) +47K

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,337,395 117,605 15.14% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,935,820 68,216 8.78% Shares
MML INVESTORS SERVICES, LLC $1,134,865 39,991 5.15% Shares
KFG WEALTH MANAGEMENT, LLC $996,891 35,129 4.52% Shares
OSAIC HOLDINGS, INC. $827,823 29,170 3.76% Shares
RAYMOND JAMES FINANCIAL INC $791,122 27,878 3.59% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $781,544 29,713 3.55% Shares
Focus Partners Wealth $684,960 24,137 3.11% Shares
Mutual Advisors, LLC $669,068 23,577 3.04% Shares
HighTower Advisors, LLC $654,680 23,070 2.97% Shares
CAPTRUST FINANCIAL ADVISORS $646,366 22,777 2.93% Shares
Bernard Wealth Management Corp. $638,761 22,509 2.90% Shares
Cetera Investment Advisers $599,485 21,125 2.72% Shares
Kestra Advisory Services, LLC $597,243 21,046 2.71% Shares
SageView Advisory Group, LLC $583,906 20,576 2.65% Shares
Creative Planning $583,906 20,576 2.65% Shares
CoreCap Advisors, LLC $569,915 20,083 2.59% Shares
Balance Wealth Partners LLC $529,675 18,665 2.40% Shares
Executive Wealth Management, LLC $498,209 18,983 2.26% Shares
ENVESTNET ASSET MANAGEMENT INC $496,502 17,496 2.25% Shares
MILESTONE ASSET MANAGEMENT, LLC $434,524 15,312 1.97% Shares
OLD MISSION CAPITAL LLC $377,143 13,290 1.71% Shares
LPL Financial LLC $373,823 13,173 1.70% Shares
Integrity Advisory Solutions, LLC $352,786 12,431 1.60% Shares
Tradition Wealth Management, LLC $337,783 11,903 1.53% Shares
Fragasso Financial Advisors Inc $303,162 10,683 1.38% Shares
Merit Financial Group, LLC $291,385 10,268 1.32% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $269,943 9,490 1.22% Shares
Kingsview Wealth Management, LLC $249,244 8,783 1.13% Shares
Vantage Financial Partners, LLC $249,035 8,942 1.13% Shares
Three Seasons Wealth, LLC $230,231 8,113 1.04% Shares
EP Wealth Advisors, LLC $176,568 6,222 0.80% Shares
AE Wealth Management LLC $168,310 5,931 0.76% Shares
HARBOUR INVESTMENTS, INC. $161,509 5,691 0.73% Shares
GILL CAPITAL PARTNERS, LLC $101,309 3,570 0.46% Shares
Farther Finance Advisors, LLC $101,054 3,561 0.46% Shares
Sunbelt Securities, Inc. $72,121 2,609 0.33% Shares
Keating Financial Advisory Services, Inc. $44,866 1,581 0.20% Shares
Benson Wealth Management INC $44,809 1,579 0.20% Shares
BARCLAYS PLC $39,218 1,382 0.18% Shares
Ashton Thomas Private Wealth, LLC $32,748 1,154 0.15% Shares
PROEQUITIES, INC. $25,265 955 0.11% Shares
IFP Advisors, Inc $19,865 700 0.09% Shares
JPMORGAN CHASE & CO $14,938 527 0.07% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,903 208 0.03% Shares
UBS Group AG $2,355 83 0.01% Shares
Cambridge Investment Research Advisors, Inc. $722 25,459 0.00% Shares

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