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) 49 filers · $23.2M 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 49
Value held $23.2M
New positions 7
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (+3 vs prior Q) 4 (0 vs prior Q) 2 (-3 vs prior Q) 15 (+3 vs prior Q) -54K

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
HighTower Advisors, LLC $5,003,567 166,342 21.54% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,743,750 91,215 11.81% Shares
RAYMOND JAMES FINANCIAL INC $1,579,441 52,508 6.80% Shares
Kestra Advisory Services, LLC $1,327,280 44,125 5.71% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $920,553 30,574 3.96% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $887,360 29,500 3.82% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $817,635 27,182 3.52% Shares
Chicago Partners Investment Group LLC $680,159 22,725 2.93% Shares
Syntegra Private Wealth Group, LLC $612,218 20,353 2.64% Shares
Waverly Advisors, LLC $612,098 20,349 2.63% Shares
Maia Wealth LLC $567,640 18,871 2.44% Shares
BRASS TAX WEALTH MANAGEMENT, INC $531,159 18,559 2.29% Shares
OLD MISSION CAPITAL LLC $502,696 16,712 2.16% Shares
Brookstone Capital Management $433,302 14,405 1.86% Shares
Foundations Investment Advisors, LLC $425,873 14,158 1.83% Shares
JPMORGAN CHASE & CO $406,208 13,520 1.75% Shares
Trek Financial, LLC $392,604 13,052 1.69% Shares
Vantage Financial Partners, LLC $391,220 13,458 1.68% Shares
Bullseye Investment Management, LLC $363,880 13,607 1.57% Shares
Cypress Wealth Services, LLC $341,619 11,357 1.47% Shares
Three Seasons Wealth, LLC $316,442 10,520 1.36% Shares
KFG WEALTH MANAGEMENT, LLC $314,968 10,471 1.36% Shares
World Investment Advisors $298,632 10,299 1.29% Shares
Cornerstone Wealth Group, LLC $269,517 8,960 1.16% Shares
Tradition Wealth Management, LLC $249,875 8,307 1.08% Shares
Able Wealth Management LLC $233,902 7,776 1.01% Shares
Vestmark Advisory Solutions, Inc. $233,902 7,776 1.01% Shares
Comprehensive Financial Consultants Institutional, Inc. $210,470 6,997 0.91% Shares
Bay Capital Advisors, LLC $204,694 6,805 0.88% Shares
INTEGRITY ALLIANCE, LLC. $203,642 6,770 0.88% Shares
Belpointe Asset Management LLC $202,468 6,731 0.87% Shares
BARCLAYS PLC $177,622 5,905 0.76% Shares
Continuum Advisory, LLC $155,092 5,156 0.67% Shares
CoreCap Advisors, LLC $148,204 4,927 0.64% Shares
CWM, LLC $91,135 3,143 0.39% Shares
AE Wealth Management LLC $78,629 2,614 0.34% Shares
HARBOR INVESTMENT ADVISORY, LLC $64,010 2,128 0.28% Shares
OSAIC HOLDINGS, INC. $40,307 1,340 0.17% Shares
HARBOUR INVESTMENTS, INC. $37,239 1,238 0.16% Shares
Steward Partners Investment Advisory, LLC $34,592 1,150 0.15% Shares
Keating Financial Advisory Services, Inc. $30,080 1,000 0.13% Shares
Spire Wealth Management $28,949 962 0.12% Shares
PROEQUITIES, INC. $22,946 841 0.10% Shares
IFP Advisors, Inc $21,056 700 0.09% Shares
Noble Wealth Management PBC $14,438 480 0.06% Shares
Sunbelt Securities, Inc. $5,219 180 0.02% Shares
MORGAN STANLEY $4,903 163 0.02% Shares
Cambridge Investment Research Advisors, Inc. $385 12,811 0.00% Shares
CENTAURUS FINANCIAL, INC. $112 3,713 0.00% Shares

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