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) 36 filers · $15.4M 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 36
Value held $15.4M
New positions 3
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-5 vs prior Q) 5 (+4 vs prior Q) 5 (+1 vs prior Q) 12 (+2 vs prior Q) -724K

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
COMMONWEALTH EQUITY SERVICES, LLC $2,807,690 102,639 18.22% Shares
Brookstone Capital Management $1,460,046 53,374 9.48% Shares
HighTower Advisors, LLC $1,391,604 50,872 9.03% Shares
Tradition Wealth Management, LLC $1,069,252 39,088 6.94% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $764,545 27,949 4.96% Shares
CONTINUUM WEALTH ADVISORS, LLC $739,242 27,024 4.80% Shares
Allworth Financial LP $707,948 25,880 4.60% Shares
Capasso Planning Partners LLC $669,103 24,460 4.34% Shares
Cetera Investment Advisers $611,849 22,367 3.97% Shares
OLD MISSION CAPITAL LLC $561,269 20,518 3.64% Shares
Orion Portfolio Solutions, LLC $542,200 21,838 3.52% Shares
KFG WEALTH MANAGEMENT, LLC $505,876 18,493 3.28% Shares
RAYMOND JAMES FINANCIAL INC $477,126 17,442 3.10% Shares
Syntegra Private Wealth Group, LLC $321,011 11,735 2.08% Shares
AE Wealth Management LLC $317,509 11,607 2.06% Shares
Comprehensive Financial Consultants Institutional, Inc. $301,343 11,016 1.96% Shares
INDEPENDENT FINANCIAL GROUP, LLC $273,550 10,000 1.78% Shares
LPL Financial LLC $261,623 9,564 1.70% Shares
Cypress Wealth Services, LLC $247,727 9,056 1.61% Shares
CITADEL ADVISORS LLC $215,612 7,882 1.40% Shares
WealthShield Partners, LLC $211,454 7,730 1.37% Shares
BARCLAYS PLC $201,223 7,356 1.31% Shares
Steward Partners Investment Advisory, LLC $187,737 6,863 1.22% Shares
CoreCap Advisors, LLC $100,530 3,675 0.65% Shares
OSAIC HOLDINGS, INC. $87,552 3,200 0.57% Shares
CWM, LLC $82,331 3,112 0.53% Shares
Concurrent Investment Advisors, LLC $72,190 2,639 0.47% Shares
ST GERMAIN D J CO INC $54,081 1,977 0.35% Shares
Ashton Thomas Private Wealth, LLC $39,993 1,462 0.26% Shares
Global Retirement Partners, LLC $36,137 1,321 0.23% Shares
WELLS FARGO & COMPANY/MN $35,507 1,298 0.23% Shares
JPMORGAN CHASE & CO $28,824 1,057 0.19% Shares
IFP Advisors, Inc $16,413 600 0.11% Shares
MORGAN STANLEY $4,814 176 0.03% Shares
Cambridge Investment Research Advisors, Inc. $546 19,952 0.00% Shares
HRT FINANCIAL LP $268 9,821 0.00% Shares

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