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) 55 filers · $42.3M 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 55
Value held $42.3M
New positions 7
Exited positions 13
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-1 vs prior Q) 13 (+8 vs prior Q) 12 (-4 vs prior Q) 22 (+3 vs prior Q) -360K

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
Soltis Investment Advisors LLC $7,801,896 296,887 18.43% Shares
Pachira Investments Inc. $6,666,510 253,682 15.75% Shares
OSAIC HOLDINGS, INC. $4,657,922 177,244 11.00% Shares
Weaver Capital Management LLC $2,549,608 99,828 6.02% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,705,560 64,902 4.03% Shares
HighTower Advisors, LLC $1,380,147 52,519 3.26% Shares
COMMONWEALTH EQUITY SERVICES, LLC $999,550 38,036 2.36% Shares
BECK CAPITAL MANAGEMENT, LLC $985,978 37,520 2.33% Shares
Lifestyle Asset Management, Inc. $941,577 35,830 2.22% Shares
Archer Investment Corp $909,910 34,625 2.15% Shares
Orion Portfolio Solutions, LLC $890,741 35,516 2.10% Shares
Cetera Investment Advisers $842,925 32,076 1.99% Shares
INDEPENDENT FINANCIAL GROUP, LLC $836,986 31,850 1.98% Shares
SYKON CAPITAL LLC $777,491 29,586 1.84% Shares
Ausdal Financial Partners, Inc. $748,005 28,464 1.77% Shares
KFG WEALTH MANAGEMENT, LLC $747,664 28,451 1.77% Shares
PINNACLE FINANCIAL PARTNERS INC $709,404 27,369 1.68% Shares
Brookstone Capital Management $648,776 24,688 1.53% Shares
OLD MISSION CAPITAL LLC $620,999 23,631 1.47% Shares
CAPTRUST FINANCIAL ADVISORS $563,711 21,451 1.33% Shares
Allworth Financial LP $554,855 21,114 1.31% Shares
Gallagher Fiduciary Advisors, LLC $448,083 17,051 1.06% Shares
Creative Planning $412,817 15,709 0.98% Shares
Maxwell Wealth Strategies Inc. $400,031 15,709 0.95% Shares
Hiley Hunt Wealth Management $398,074 15,148 0.94% Shares
CreativeOne Wealth, LLC $376,841 14,340 0.89% Shares
HBW ADVISORY SERVICES LLC $293,668 11,175 0.69% Shares
Kestra Advisory Services, LLC $281,737 10,721 0.67% Shares
KELLY FINANCIAL GROUP LLC $279,214 10,625 0.66% Shares
IFP Advisors, Inc $273,827 10,420 0.65% Shares
WEALTHGARDEN F.S. LLC $267,599 10,183 0.63% Shares
Carmel Capital Partners, LLC $263,447 10,025 0.62% Shares
HARBOUR INVESTMENTS, INC. $260,530 9,914 0.62% Shares
WINNACLE WEALTH LLC $252,949 9,626 0.60% Shares
SAGESPRING WEALTH PARTNERS, LLC $250,565 9,535 0.59% Shares
CITADEL ADVISORS LLC $234,855 8,937 0.55% Shares
Merit Financial Group, LLC $233,121 8,871 0.55% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $227,918 8,673 0.54% Shares
BFI Wealth Solutions, LLC $204,976 7,800 0.48% Shares
Accurate Wealth Management, LLC $203,541 7,726 0.48% Shares
AE Wealth Management LLC $53,793 2,047 0.13% Shares
RAYMOND JAMES FINANCIAL INC $51,586 1,963 0.12% Shares
Financial Network Wealth Advisors LLC $37,395 1,423 0.09% Shares
Continuum Advisory, LLC $32,034 1,219 0.08% Shares
CoreCap Advisors, LLC $13,639 519 0.03% Shares
Steward Partners Investment Advisory, LLC $11,116 423 0.03% Shares
SHP Wealth Management $10,669 406 0.03% Shares
Key Capital Management, INC $4,888 186 0.01% Shares
CENTRAL TRUST Co $3,969 151 0.01% Shares
JPMORGAN CHASE & CO $2,047 78 0.00% Shares
CENTAURUS FINANCIAL, INC. $826 31,442 0.00% Shares
BARCLAYS PLC $447 17 0.00% Shares
HRT FINANCIAL LP $401 15,289 0.00% Shares
Cambridge Investment Research Advisors, Inc. $242 9,213 0.00% Shares
DHJJ Financial Advisors, Ltd. $211 8 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26