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) 452 filers · $1.7B 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 452
Value held $1.7B
New positions 34
Exited positions 49
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
34 (-39 vs prior Q) 49 (-15 vs prior Q) 55 (+8 vs prior Q) 212 (+1 vs prior Q) -12.9M

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
BROWN BROTHERS HARRIMAN & CO $403,441,340 7,584,909 23.52% Shares
LPL Financial LLC $80,497,341 1,513,392 4.69% Shares
Mesirow Financial Investment Management, Inc. $71,665,557 1,347,351 4.18% Shares
OSAIC HOLDINGS, INC. $52,779,764 992,298 3.08% Shares
AlTi Global, Inc. $49,140,427 923,866 2.86% Shares
Chemistry Wealth Management LLC $49,024,212 921,681 2.86% Shares
Montis Financial, LLC $42,538,991 799,755 2.48% Shares
Ascension Capital Advisors, Inc. $36,318,717 682,811 2.12% Shares
BROWN ADVISORY INC $35,978,541 676,416 2.10% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $29,237,610 530,243 1.70% Shares
Corient Private Wealth LP $28,345,930 532,918 1.65% Shares
Financial Engines Advisors L.L.C. $26,392,213 496,188 1.54% Shares
ASSETMARK, INC $24,531,973 461,214 1.43% Shares
Urban Financial Advisory Corp $23,189,298 435,971 1.35% Shares
Parisi Gray Wealth Management $21,407,582 402,474 1.25% Shares
UBS Group AG $19,922,421 374,552 1.16% Shares
Affiance Financial, LLC $19,682,694 370,045 1.15% Shares
Waverly Advisors, LLC $19,677,640 369,950 1.15% Shares
Ironwood Investment Counsel, LLC $18,220,900 342,562 1.06% Shares
Cross Staff Investments Inc $15,459,461 290,646 0.90% Shares
Focus Partners Wealth $14,800,267 278,252 0.86% Shares
Composition Wealth, LLC $14,762,109 277,535 0.86% Shares
HighTower Advisors, LLC $13,595,060 255,594 0.79% Shares
FMR LLC $13,416,819 252,243 0.78% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $13,075,764 245,749 0.76% Shares
Cresset Asset Management, LLC $13,059,543 245,526 0.76% Shares
Focus Financial Network, Inc. $12,065,780 226,843 0.70% Shares
COMMONWEALTH EQUITY SERVICES, LLC $11,658,023 219,177 0.68% Shares
New England Private Wealth Advisors LLC $11,273,508 206,210 0.66% Shares
RAYMOND JAMES FINANCIAL INC $10,545,024 198,252 0.61% Shares
MERCER GLOBAL ADVISORS INC /ADV $10,361,465 194,801 0.60% Shares
Basepoint Wealth LLC $10,229,984 192,329 0.60% Shares
EQUITABLE TRUST CO $10,062,112 189,173 0.59% Shares
Stratos Wealth Partners, LTD. $10,044,453 188,841 0.59% Shares
Fiduciary Group, LLC $9,980,040 187,630 0.58% Shares
CARY STREET PARTNERS FINANCIAL LLC $9,429,204 177,274 0.55% Shares
Quantinno Capital Management LP $9,017,354 169,531 0.53% Shares
Cerity Partners LLC $8,771,638 164,912 0.51% Shares
Arete Wealth Advisors, LLC $8,766,828 164,821 0.51% Shares
Cetera Investment Advisers $8,548,656 160,719 0.50% Shares
Compton Wealth Advisory Group, LLC $8,264,688 152,654 0.48% Shares
ENVESTNET ASSET MANAGEMENT INC $7,603,457 142,949 0.44% Shares
GTS SECURITIES LLC $7,419,792 139,496 0.43% Shares
Lighthouse Wealth Management Inc. $7,403,809 139,196 0.43% Shares
Perigon Wealth Management, LLC $7,134,534 134,133 0.42% Shares
NBZ Investment Advisors LLC $6,937,093 130,421 0.40% Shares
Mendel Capital Management LLC $6,858,106 128,936 0.40% Shares
Lido Advisors, LLC $6,707,844 126,111 0.39% Shares
MONETA GROUP INVESTMENT ADVISORS LLC $6,192,327 116,419 0.36% Shares
SouthState Bank Corp $6,144,083 115,512 0.36% Shares
Allworth Financial LP $6,054,512 113,828 0.35% Shares
Kestra Advisory Services, LLC $6,022,863 113,233 0.35% Shares
Creative Planning $5,721,422 107,566 0.33% Shares
FRANKLIN RESOURCES INC $5,691,224 106,998 0.33% Shares
Steward Partners Investment Advisory, LLC $5,605,777 105,392 0.33% Shares
Aprio Wealth Management, LLC $5,257,619 98,846 0.31% Shares
Prime Capital Investment Advisors, LLC $5,255,757 98,811 0.31% Shares
Private Advisor Group, LLC $5,155,341 96,923 0.30% Shares
DAVENPORT & Co LLC $5,068,570 95,292 0.30% Shares
Modera Wealth Management, LLC $4,558,118 85,695 0.27% Shares
Summit Trail Advisors, LLC $4,552,266 85,585 0.27% Shares
AQR CAPITAL MANAGEMENT LLC $4,376,642 82,283 0.26% Shares
IEQ CAPITAL, LLC $4,360,729 81,984 0.25% Shares
JBR Co Financial Management Inc $4,251,317 79,927 0.25% Shares
STIFEL FINANCIAL CORP $4,158,239 78,177 0.24% Shares
Sargent Investment Group, LLC $4,104,095 77,159 0.24% Shares
Stratos Wealth Advisors, LLC $4,093,981 76,969 0.24% Shares
JANE STREET GROUP, LLC $4,053,291 76,204 0.24% Shares
Millburn Ridgefield LLC /DE/ $3,977,282 74,775 0.23% Shares
FFT WEALTH MANAGEMENT LLC $3,856,530 72,505 0.22% Shares
SIMON QUICK ADVISORS, LLC $3,745,214 70,412 0.22% Shares
Pathstone Holdings, LLC $3,613,993 67,945 0.21% Shares
MML INVESTORS SERVICES, LLC $3,590,006 67,494 0.21% Shares
BANK OF AMERICA CORP /DE/ $3,560,964 66,948 0.21% Shares
Vertex Planning Partners, LLC $3,395,011 63,828 0.20% Shares
Rockbridge Investment Management, LCC $3,317,461 62,370 0.19% Shares
Essex Financial Services, Inc. $3,196,971 60,105 0.19% Shares
HB Wealth Management, LLC $3,124,115 58,735 0.18% Shares
Wealthspire Advisors, LLC $3,086,776 58,033 0.18% Shares
BOKF, NA $2,944,332 55,355 0.17% Shares
EP Wealth Advisors, LLC $2,907,259 54,658 0.17% Shares
Marion Wealth Management $2,873,909 54,031 0.17% Shares
Savant Capital, LLC $2,851,239 53,777 0.17% Shares
NewEdge Advisors, LLC $2,824,071 53,094 0.16% Shares
Blume Capital Management, Inc. $2,762,849 51,943 0.16% Shares
CoreFirst Bank & Trust $2,704,871 50,853 0.16% Shares
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $2,680,972 50,404 0.16% Shares
BEACON INVESTMENT ADVISORS LLC $2,593,979 48,768 0.15% Shares
Meridian Wealth Management, LLC $2,585,167 58,294 0.15% Shares
Aptus Capital Advisors, LLC $2,572,002 48,355 0.15% Shares
Sowell Financial Services LLC $2,569,499 48,308 0.15% Shares
GUARDIAN WEALTH ADVISORS, LLC / NC $2,487,909 46,774 0.15% Shares
SCS Capital Management LLC $2,471,420 46,464 0.14% Shares
Lynx Investment Advisory $2,447,378 46,012 0.14% Shares
Mill Creek Capital Advisors, LLC $2,431,417 46,006 0.14% Shares
S.A. Mason LLC $2,412,167 45,350 0.14% Shares
Berger Financial Group, Inc $2,395,944 45,045 0.14% Shares
Calamos Wealth Management LLC $2,378,604 44,719 0.14% Shares
Houlihan Financial Resource Group, Ltd. $2,347,009 44,125 0.14% Shares
Aspire Capital Advisors LLC $2,338,445 43,964 0.14% Shares
Lafayette Investments, Inc. $2,330,946 43,823 0.14% Shares
Bank of New York Mellon Corp $2,330,733 43,819 0.14% Shares
MORGAN STANLEY $2,308,499 43,401 0.13% Shares
Wedmont Private Capital $2,281,418 41,375 0.13% Shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $2,208,502 41,521 0.13% Shares
BANYAN CAPITAL MANAGEMENT, INC. $2,123,132 39,916 0.12% Shares
CAPTRUST FINANCIAL ADVISORS $2,090,473 39,302 0.12% Shares
RM Financial Services, LLC $2,072,176 38,958 0.12% Shares
VOISARD ASSET MANAGEMENT GROUP, INC. $1,986,838 37,354 0.12% Shares
&PARTNERS $1,982,657 37,275 0.12% Shares
Chicago Partners Investment Group LLC $1,980,920 37,082 0.12% Shares
Prospera Financial Services Inc $1,950,878 36,678 0.11% Shares
Triad Investment Management $1,946,009 36,586 0.11% Shares
Karras Company, Inc. $1,937,446 36,425 0.11% Shares
SPINNAKER TRUST $1,862,235 35,010 0.11% Shares
BEACON FINANCIAL PLANNING, INC $1,858,139 34,934 0.11% Shares
SALEM INVESTMENT COUNSELORS INC $1,846,119 34,708 0.11% Shares
Sunbelt Securities, Inc. $1,725,077 32,641 0.10% Shares
BALDWIN WEALTH PARTNERS LLC/MA $1,698,782 31,938 0.10% Shares
IFP Advisors, Inc $1,673,889 31,470 0.10% Shares
First Pacific Financial $1,621,285 30,481 0.09% Shares
Elequin Capital, LP $1,613,465 30,334 0.09% Shares
Circle Wealth Management, LLC $1,523,042 28,634 0.09% Shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1,458,736 27,425 0.09% Shares
Aspect Partners, LLC $1,455,332 27,361 0.08% Shares
Visionary Wealth Advisors $1,441,077 27,093 0.08% Shares
Sound View Wealth Advisors Group, LLC $1,412,992 26,565 0.08% Shares
Longview Financial Advisors, Inc. $1,394,855 26,224 0.08% Shares
MACROVIEW INVESTMENT MANAGEMENT LLC $1,380,334 25,951 0.08% Shares
TRUIST FINANCIAL CORP $1,340,228 25,197 0.08% Shares
Ballentine Partners, LLC $1,317,220 24,764 0.08% Shares
BIP Wealth, LLC $1,301,400 24,467 0.08% Shares
LexAurum Advisors, LLC $1,288,315 24,221 0.08% Shares
FIFTH THIRD BANCORP $1,288,209 24,219 0.08% Shares
Retirement Planning Group, LLC $1,263,954 23,763 0.07% Shares
Medallion Wealth Advisors, LLC $1,257,873 23,649 0.07% Shares
Compass Wealth Management, LLC/GA $1,256,880 23,630 0.07% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $1,209,700 22,743 0.07% Shares
Equitable Holdings, Inc. $1,183,637 22,253 0.07% Shares
Live Oak Private Wealth LLC $1,133,107 21,303 0.07% Shares
Rollins Financial Advisors, LLC $1,091,672 20,524 0.06% Shares
Royal Fund Management, LLC $1,084,650 20,392 0.06% Shares
Tradition Wealth Management, LLC $1,082,523 20,352 0.06% Shares
STEEL GROVE CAPITAL ADVISORS, LLC $1,057,683 19,885 0.06% Shares
Value Investment Professionals, LLC $1,055,177 19,838 0.06% Shares
MONECO ADVISORS, LLC $1,044,918 19,645 0.06% Shares
BECKER CAPITAL MANAGEMENT INC $1,035,291 19,464 0.06% Shares
IFG Advisory, LLC $1,027,366 19,315 0.06% Shares
Mariner, LLC $1,015,610 19,094 0.06% Shares
J.W. COLE ADVISORS, INC. $999,812 18,797 0.06% Shares
Carnegie Investment Counsel $988,217 18,579 0.06% Shares
CWM, LLC $980,632 18,555 0.06% Shares
Clear Creek Financial Management, LLC $974,122 18,314 0.06% Shares
Joel Isaacson & Co., LLC $973,271 18,298 0.06% Shares
Koshinski Asset Management, Inc. $969,122 18,220 0.06% Shares
Qube Research & Technologies Ltd $960,718 18,062 0.06% Shares
Concurrent Investment Advisors, LLC $942,526 17,720 0.05% Shares
Farther Finance Advisors, LLC $920,400 17,304 0.05% Shares
Evercore Wealth Management, LLC $904,390 17,003 0.05% Shares
PDS Planning, Inc $901,783 16,954 0.05% Shares
Marble Wealth, LLC $899,553 16,912 0.05% Shares
Capital Advisors Wealth Management, LLC $893,858 16,805 0.05% Shares
Compound Planning, Inc. $877,316 16,494 0.05% Shares
Founders Financial Alliance, LLC $863,646 16,237 0.05% Shares
Whitcomb & Hess, Inc. $856,678 16,106 0.05% Shares
Parallel Advisors, LLC $856,519 16,103 0.05% Shares
COMERICA BANK $835,384 12,752 0.05% Shares
JOHNSON INVESTMENT COUNSEL INC $831,360 15,630 0.05% Shares
RFG Advisory, LLC $831,253 15,628 0.05% Shares
SAPIENT CAPITAL LLC $829,658 15,598 0.05% Shares
BTC Capital Management, Inc. $825,349 15,517 0.05% Shares
Yukon Wealth Management, Inc. $822,105 15,456 0.05% Shares
BAKER TILLY WEALTH MANAGEMENT, LLC $819,764 15,412 0.05% Shares
LOWE BROCKENBROUGH & CO INC $806,626 15,165 0.05% Shares
Rockefeller Capital Management L.P. $799,180 15,025 0.05% Shares
Ameritas Advisory Services, LLC $795,563 14,957 0.05% Shares
Integrated Wealth Concepts LLC $793,276 14,914 0.05% Shares
Summit Financial, LLC $790,137 14,855 0.05% Shares
NorthStar Asset Management LLC /NJ/ $784,021 14,740 0.05% Shares
WINEBRENNER CAPITAL MANAGEMENT LLC $773,117 14,535 0.05% Shares
INDEPENDENT FINANCIAL GROUP, LLC $769,575 14,468 0.04% Shares
Clark Wealth Partners $768,702 14,452 0.04% Shares
ARS Wealth Advisors Group, LLC $764,687 14,377 0.04% Shares
HALL CAPITAL MANAGEMENT CO INC $761,734 14,321 0.04% Shares
Frontier Asset Management, LLC $761,574 14,318 0.04% Shares
Dynamic Advisor Solutions LLC $750,883 14,117 0.04% Shares
ODonnell Financial Services, LLC $729,501 13,715 0.04% Shares
Empower Advisory Group, LLC $724,501 13,621 0.04% Shares
Pallas Capital Advisors LLC $718,863 13,515 0.04% Shares
BlueChip Wealth Advisors LLC $684,343 12,866 0.04% Shares
Demars Financial Group, LLC $678,119 12,749 0.04% Shares
Gunpowder Capital Management, LLC dba Oliver Wealth Management $657,482 12,361 0.04% Shares
Modern Wealth Management, LLC $646,046 12,146 0.04% Shares
Apollon Wealth Management, LLC $643,010 12,089 0.04% Shares
ZWJ INVESTMENT COUNSEL INC $630,940 11,862 0.04% Shares
WORLD EQUITY GROUP, INC. $620,939 11,674 0.04% Shares
GREATMARK INVESTMENT PARTNERS, INC. $619,504 11,647 0.04% Shares
Bleakley Financial Group, LLC $594,611 11,179 0.03% Shares
MATHER GROUP, LLC. $592,962 11,148 0.03% Shares
Hilltop Holdings Inc. $589,983 11,092 0.03% Shares
Oak Barrel Wealth Advisory LLC $569,878 10,714 0.03% Shares
Rockbridge Asset Management LLC $569,612 10,709 0.03% Shares
Clearstead Advisors, LLC $566,634 10,653 0.03% Shares
GLENMEDE TRUST CO NA $562,431 10,574 0.03% Shares
NWAM LLC $560,782 10,543 0.03% Shares
Commerce Advisors, LLC $554,747 10,430 0.03% Shares
World Investment Advisors $549,958 10,406 0.03% Shares
TRUSTMARK BANK TRUST DEPARTMENT $548,921 10,320 0.03% Shares
Topsail Wealth Management, LLC $544,081 10,229 0.03% Shares
AMERIFLEX GROUP, INC. $540,838 10,168 0.03% Shares
ECLECTIC ASSOCIATES INC /ADV $531,953 10,001 0.03% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $525,889 9,887 0.03% Shares
Sanctuary Advisors, LLC $524,515 9,861 0.03% Shares
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $522,060 9,815 0.03% Shares
Russell Investments Group, Ltd. $519,241 9,762 0.03% Shares
STOCK YARDS BANK & TRUST CO $518,709 9,752 0.03% Shares
Global View Capital Management LLC $518,177 9,742 0.03% Shares
CreativeOne Wealth, LLC $515,996 9,701 0.03% Shares
Allen Capital Group, LLC $513,975 9,663 0.03% Shares
FLAGSHIP HARBOR ADVISORS, LLC $510,520 9,598 0.03% Shares
GOLDMAN SACHS GROUP INC $507,699 9,545 0.03% Shares
Beacon Pointe Advisors, LLC $484,402 9,107 0.03% Shares
Clarity Capital Advisors, LLC $479,827 9,021 0.03% Shares
TWO SIGMA SECURITIES, LLC $475,519 8,940 0.03% Shares
Brookstone Capital Management $473,338 8,899 0.03% Shares
First Heartland Consultants, Inc. $466,476 8,770 0.03% Shares
Rehmann Capital Advisory Group $464,455 8,732 0.03% Shares
Summit Asset Management, LLC $463,444 8,713 0.03% Shares
StoneX Group Inc. $461,217 8,559 0.03% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $454,775 8,550 0.03% Shares
LongView Wealth Management $444,030 8,348 0.03% Shares
SENTINEL PENSION ADVISORS, LLC $443,878 7,901 0.03% Shares
Prosperity Consulting Group, LLC $438,977 8,253 0.03% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $438,578 8,246 0.03% Shares
PFG Investments, LLC $438,552 8,245 0.03% Shares
Ellenbecker Investment Group $437,115 8,218 0.03% Shares
SEIZERT CAPITAL PARTNERS, LLC $436,371 8,204 0.03% Shares
SageView Advisory Group, LLC $434,456 8,168 0.03% Shares
Sovran Advisors, LLC $432,505 7,448 0.03% Shares
US BANCORP \DE\ $410,467 7,717 0.02% Shares
Private Wealth Asset Management, LLC $401,159 7,542 0.02% Shares
Landing Point Financial Group, LLC $393,262 7,394 0.02% Shares
Destination Wealth Management $391,798 7,366 0.02% Shares
Tanglewood Wealth Management, Inc. $391,691 7,364 0.02% Shares
IAM Advisory, LLC $389,510 7,323 0.02% Shares
Bluespring Wealth Management, LLC $388,819 7,310 0.02% Shares
MAI Capital Management $384,511 7,229 0.02% Shares
Focus Partners Advisor Solutions, LLC $383,234 7,205 0.02% Shares
MISSION WEALTH MANAGEMENT, LP $379,778 7,140 0.02% Shares
Hudson Value Partners, LLC $377,514 7,143 0.02% Shares
KINGSWOOD WEALTH ADVISORS, LLC $376,958 7,087 0.02% Shares
Annex Advisory Services, LLC $375,975 7,114 0.02% Shares
WEALTHEDGE INVESTMENT ADVISORS, LLC $375,894 7,067 0.02% Shares
Elevation Advisory Partners LLC $368,319 6,583 0.02% Shares
ROMANO BROTHERS AND COMPANY $366,692 6,894 0.02% Shares
Long Island Wealth Management, Inc. $363,713 6,838 0.02% Shares
BLB&B Advisors, LLC $361,692 6,800 0.02% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $359,458 6,758 0.02% Shares
Covenant Partners, LLC $358,537 5,473 0.02% Shares
Meridian Financial Partners LLC $357,782 6,464 0.02% Shares
Canal Capital Management, LLC $355,682 6,687 0.02% Shares
Pure Financial Advisors, LLC $348,660 6,555 0.02% Shares
AdvisorNet Financial, Inc $345,097 6,488 0.02% Shares
WEATHERLY ASSET MANAGEMENT L. P. $335,151 6,301 0.02% Shares
JPMORGAN CHASE & CO $328,095 6,173 0.02% Shares
Kingsview Wealth Management, LLC $327,278 6,153 0.02% Shares
Evernest Financial Advisors, LLC $325,097 6,112 0.02% Shares
Insight Advisors, LLC/ PA $322,651 6,066 0.02% Shares
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $319,778 6,012 0.02% Shares
CHAPIN DAVIS, INC. $319,672 6,010 0.02% Shares
NOVARE CAPITAL MANAGEMENT LLC $319,247 6,002 0.02% Shares
Charter Capital Management, LLC\DE $315,417 5,930 0.02% Shares
NICOLET ADVISORY SERVICES, LLC $315,307 4,797 0.02% Shares
VALLEY NATIONAL ADVISERS INC $312,173 5,869 0.02% Shares
Apollon Financial, LLC $309,725 5,823 0.02% Shares
Weinberger Asset Management, Inc $309,526 5,384 0.02% Shares
PRIVATE TRUST CO NA $309,140 5,812 0.02% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $304,991 5,734 0.02% Shares
Hardy Reed LLC $296,269 5,570 0.02% Shares
Clearstead Trust, LLC $295,843 5,562 0.02% Shares
ARKANSAS FINANCIAL GROUP, INC. $295,683 5,559 0.02% Shares
Uniting Wealth Partners, LLC $291,428 5,479 0.02% Shares
Garde Capital, Inc. $291,269 5,476 0.02% Shares
Aspire Growth Partners LLC $290,790 5,467 0.02% Shares
Flywheel Private Wealth LLC $290,524 5,462 0.02% Shares
NORTHERN TRUST CORP $290,471 5,461 0.02% Shares
KCM INVESTMENT ADVISORS LLC $289,982 5,452 0.02% Shares
Strategic Wealth Partners, Ltd. $289,673 5,446 0.02% Shares
Capital Planning Advisors, LLC $287,504 5,440 0.02% Shares
EVERGREEN CAPITAL MANAGEMENT LLC $281,642 5,295 0.02% Shares
Wealth Care LLC $277,385 5,215 0.02% Shares
SeaCrest Wealth Management, LLC $276,748 5,203 0.02% Shares
Evanson Asset Management, LLC $275,243 5,208 0.02% Shares
Falcon Wealth Planning $273,024 5,133 0.02% Shares
CORA CAPITAL ADVISORS LLC $270,578 5,087 0.02% Shares
Claris Financial LLC $269,271 5,095 0.02% Shares
ALTFEST L J & CO INC $269,141 5,060 0.02% Shares
IHT Wealth Management, LLC $268,184 5,042 0.02% Shares
Caprock Group, LLC $267,227 5,024 0.02% Shares
MGB Wealth Management, LLC $261,057 3,985 0.02% Shares
East Coast Asset Management, LLC. $259,142 4,872 0.02% Shares
Black Diamond Financial, LLC $258,509 4,860 0.02% Shares
Breakwater Capital Group $258,113 4,853 0.02% Shares
Cornerstone Financial Group, LLC /NE/ $258,078 4,852 0.02% Shares
Abound Wealth Management $256,957 4,862 0.01% Shares
HBK Sorce Advisory LLC $251,839 4,302 0.01% Shares
Klingman & Associates, LLC $246,802 4,640 0.01% Shares
Owen LaRue, LLC $246,217 4,629 0.01% Shares
Continuum Advisory, LLC $244,940 4,605 0.01% Shares
A&I FINANCIAL SERVICES, LLC $239,355 4,500 0.01% Shares
GWN SECURITIES INC. $233,265 4,386 0.01% Shares
Cynosure Group, LLC $231,642 4,355 0.01% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $228,664 4,299 0.01% Shares
DUMONT & BLAKE INVESTMENT ADVISORS LLC $228,291 4,292 0.01% Shares
Capital Investment Advisors, LLC $225,100 4,232 0.01% Shares
WELLS FARGO & COMPANY/MN $223,398 4,200 0.01% Shares
Cascades Capital Asset Management, LLC $223,292 4,198 0.01% Shares
JB Capital LLC $222,334 4,180 0.01% Shares
Baird Financial Group, Inc. $217,919 4,097 0.01% Shares
BARTLETT & CO. WEALTH MANAGEMENT LLC $217,547 4,090 0.01% Shares
Indivisible Partners $216,909 4,078 0.01% Shares
Silver Grove Financial Group, Inc. $216,486 4,070 0.01% Shares
Fenimore Asset Management Inc $214,196 4,027 0.01% Shares
Welch Group, LLC $213,718 4,018 0.01% Shares
GREAT VALLEY ADVISOR GROUP, INC. $213,382 4,003 0.01% Shares
Birch Hill Investment Advisors LLC $212,760 4,000 0.01% Shares
Capital Planning LLC $212,600 3,997 0.01% Shares
OPPENHEIMER & CO INC $212,281 3,991 0.01% Shares
Blue Trust, Inc. $211,271 3,972 0.01% Shares
LEGACY SOLUTIONS, LLC $211,217 3,971 0.01% Shares
Financial Strategies Group, Inc. $210,574 3,844 0.01% Shares
Gilliland Jeter Wealth Management LLC $209,781 3,944 0.01% Shares
Midwest Trust Co $208,771 3,925 0.01% Shares
MMA ASSET MANAGEMENT LLC $207,973 3,910 0.01% Shares
FineMark National Bank & Trust $207,011 3,160 0.01% Shares
CrossGen Wealth, LLC $206,005 3,873 0.01% Shares
AMG National Trust Bank $205,526 3,864 0.01% Shares
M&T Bank Corp $203,026 3,817 0.01% Shares
QRG CAPITAL MANAGEMENT, INC. $202,282 3,803 0.01% Shares
Stegent Equity Advisors, Inc. $200,952 3,778 0.01% Shares
DHJJ Financial Advisors, Ltd. $197,816 3,719 0.01% Shares
BELLEVUE ASSET MANAGEMENT, LLC $196,590 3,696 0.01% Shares
Stephens Consulting, LLC $195,941 2,991 0.01% Shares
SILVER OAK SECURITIES, INCORPORATED $187,176 3,519 0.01% Shares
Vision Retirement, LLC $185,527 3,488 0.01% Shares
TOTH FINANCIAL ADVISORY CORP $172,017 3,234 0.01% Shares
IMA Advisory Services, Inc. $164,463 3,092 0.01% Shares
Larson Financial Group LLC $161,591 3,038 0.01% Shares
HM PAYSON & CO $160,634 3,020 0.01% Shares
MassMutual Private Wealth & Trust, FSB $155,953 2,932 0.01% Shares
CoreCap Advisors, LLC $152,283 2,863 0.01% Shares
Intelligent Financial Strategies $149,996 2,820 0.01% Shares
CIBC Bancorp USA Inc. $149,411 2,809 0.01% Shares
Archer Investment Corp $143,560 2,699 0.01% Shares
TOMPKINS FINANCIAL CORP $142,922 2,687 0.01% Shares
ARMSTRONG ADVISORY GROUP, INC $138,348 2,601 0.01% Shares
Provenance Wealth Advisors, LLC $136,645 2,569 0.01% Shares
LGT Financial Advisors LLC $132,443 2,490 0.01% Shares
Meramec Financial Planners, LLC $131,089 2,314 0.01% Shares
BANK OF MONTREAL /CAN/ $130,422 2,452 0.01% Shares
Global Retirement Partners, LLC $128,773 2,421 0.01% Shares
Stone House Investment Management, LLC $127,230 2,392 0.01% Shares
Fourth Dimension Wealth, LLC $125,794 2,365 0.01% Shares
Richardson Capital Management LLC $121,699 2,288 0.01% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $118,621 2,191 0.01% Shares
HARBOUR INVESTMENTS, INC. $115,156 2,165 0.01% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $103,427 1,957 0.01% Shares
Rossby Financial, LCC $103,029 1,937 0.01% Shares
Cassaday & Co Wealth Management LLC $102,125 1,920 0.01% Shares
Merit Financial Group, LLC $98,880 1,859 0.01% Shares
Midway Capital Research & Management $96,912 1,822 0.01% Shares
Pacific Center for Financial Services $91,062 1,712 0.01% Shares
Arkadios Wealth Advisors $87,551 1,646 0.01% Shares
Glassman Wealth Services $84,306 1,585 0.00% Shares
EverSource Wealth Advisors, LLC $77,551 1,458 0.00% Shares
TIAA TRUST, NATIONAL ASSOCIATION $77,498 1,457 0.00% Shares
Winch Advisory Services, LLC $73,881 1,389 0.00% Shares
BlackRock, Inc. $68,987 1,297 0.00% Shares
LANARK FINANCIAL, INC. $66,966 1,259 0.00% Shares
Tradewinds Capital Management, LLC $63,722 1,198 0.00% Shares
ALBION FINANCIAL GROUP /UT $60,424 1,136 0.00% Shares
Lummis Asset Management, LP $58,349 1,097 0.00% Shares
LifeSteps Financial, Inc. $58,349 1,097 0.00% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $57,624 1,083 0.00% Shares
Orion Capital Management LLC $57,445 1,080 0.00% Shares
First Command Advisory Services, Inc. $55,477 1,043 0.00% Shares
MCF Advisors LLC $50,318 946 0.00% Shares
Cambridge Investment Research Advisors, Inc. $50,052 941,002 0.00% Shares
Salomon & Ludwin, LLC $48,347 893 0.00% Shares
PNC Financial Services Group, Inc. $47,020 884 0.00% Shares
Heritage Wealth Advisors $44,467 836 0.00% Shares
WOLFF WIESE MAGANA LLC $42,127 792 0.00% Shares
ROTHSCHILD INVESTMENT LLC $42,126 792 0.00% Shares
BAYBAN $41,902 788 0.00% Shares
Millstone Evans Group, LLC $41,488 780 0.00% Shares
Johnson Financial Group, Inc. $37,180 699 0.00% Shares
ROYAL BANK OF CANADA $37,000 691 0.00% Shares
Arax Advisory Partners $35,904 675 0.00% Shares
GoalVest Advisory LLC $34,839 655 0.00% Shares
Avalon Trust Co $30,744 578 0.00% Shares
SIGNATUREFD, LLC $30,052 565 0.00% Shares
Plante Moran Financial Advisors, LLC $28,084 528 0.00% Shares
UMB Bank, n.a. $26,435 497 0.00% Shares
ELEVATION WEALTH PARTNERS, LLC $25,744 484 0.00% Shares
Creative Capital Management Investments LLC $25,318 476 0.00% Shares
Financial Avengers, Inc. $24,521 461 0.00% Shares
TRUST CO OF VERMONT $23,510 442 0.00% Shares
FLOW TRADERS U.S. LLC $21,644 406,918 0.00% Shares
HARBOR INVESTMENT ADVISORY, LLC $19,627 369 0.00% Shares
ORG Partners LLC $18,735 286 0.00% Shares
Princeton Global Asset Management LLC $18,085 340 0.00% Shares
Cornerstone Planning Group LLC $17,832 332 0.00% Shares
Hurley Capital, LLC $17,606 331 0.00% Shares
Golden State Wealth Management, LLC $17,074 321 0.00% Shares
TD Capital Management LLC $16,383 308 0.00% Shares
Owl Creek Wealth Partners LLC $15,319 288 0.00% Shares
Harbor Asset Planning, Inc. $14,627 275 0.00% Shares
TIAA Wealth Investment Management LLC $13,469 253 0.00% Shares
ST GERMAIN D J CO INC $12,393 233 0.00% Shares
Kozak & Associates, Inc. $11,965 221 0.00% Shares
Byrne Asset Management LLC $11,383 214 0.00% Shares
Sankala Group LLC $10,772 182 0.00% Shares
Westside Investment Management, Inc. $10,159 191 0.00% Shares
NFSG Corp $9,787 184 0.00% Shares
KERR FINANCIAL PLANNING Corp $9,309 175 0.00% Shares
WHITTIER TRUST CO $7,774 140 0.00% Shares
CENTRAL TRUST Co $7,766 146 0.00% Shares
AMERIPRISE FINANCIAL INC $6,915 130 0.00% Shares
FIRST HORIZON CORP $6,064 114 0.00% Shares
Hickory Point Bank & Trust $5,745 108 0.00% Shares
JDM Financial Group LLC $5,213 98 0.00% Shares
Physician Wealth Advisors, Inc. $4,894 92 0.00% Shares
Capital Advisors, Ltd. LLC $4,599 86,461 0.00% Shares
FINANCIAL CONSULATE, INC $4,256 80 0.00% Shares
Annandale Capital, LLC $3,363 63,218 0.00% Shares
Janney Montgomery Scott LLC $2,879 54,127 0.00% Shares
Pinnacle Wealth Planning Services, Inc. $2,553 48 0.00% Shares
Investors Portfolio Services LLC $2,234 42 0.00% Shares
Horizons Wealth Management $2,114 40 0.00% Shares
FINANCIAL ADVISORY CORP /UT/ /ADV $865 13,209 0.00% Shares
Capital Analysts, LLC $732 13,759 0.00% Shares
SENTINEL TRUST CO LBA $524 9,848 0.00% Shares
Colorado Capital Management, Inc. $519 9,761 0.00% Shares
R. W. Roge & Company, Inc. $498 9,376 0.00% Shares
Thrivent Financial for Lutherans $307 5,771 0.00% Shares
APPLETON PARTNERS INC/MA $279 5,251 0.00% Shares
Strategic Wealth Advisors LLC $205 3,130 0.00% Shares
Roble, Belko & Company, Inc $170 3,202 0.00% Shares
Evolution Advisers, Inc. $113 2,129 0.00% Shares
Smithfield Trust Co $78 1,468 0.00% Shares
Avion Wealth $25 475 0.00% Shares
Motiv8 Investments LLC $3 49 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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