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) 28 filers · $12.0M 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 28
Value held $12.0M
New positions 1
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-2 vs prior Q) 1 (-3 vs prior Q) 2 (-5 vs prior Q) 11 (+6 vs prior Q) -90K

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
World Investment Advisors $2,698,477 109,981 22.53% Shares
HARBOUR INVESTMENTS, INC. $2,181,899 87,521 18.22% Shares
Whipplewood Advisors, LLC $782,328 31,381 6.53% Shares
COMMONWEALTH EQUITY SERVICES, LLC $702,510 28,179 5.87% Shares
Brookstone Capital Management $678,237 27,206 5.66% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $651,620 26,138 5.44% Shares
HighTower Advisors, LLC $591,788 23,738 4.94% Shares
RED REEF ADVISORS LLC $570,897 22,900 4.77% Shares
LPL Financial LLC $437,023 17,530 3.65% Shares
Atria Wealth Solutions, Inc. $380,772 15,391 3.18% Shares
Maia Wealth LLC $375,022 15,043 3.13% Shares
Sunbelt Securities, Inc. $371,418 15,146 3.10% Shares
Soltis Investment Advisors LLC $284,737 11,421 2.38% Shares
MML INVESTORS SERVICES, LLC $233,901 9,382 1.95% Shares
Vestmark Advisory Solutions, Inc. $229,356 9,200 1.91% Shares
Sound Income Strategies, LLC $219,525 8,806 1.83% Shares
GOLDMAN SACHS GROUP INC $212,030 8,505 1.77% Shares
CHAPMAN FINANCIAL GROUP, LLC $119,664 4,800 1.00% Shares
AE Wealth Management LLC $65,541 2,629 0.55% Shares
CWM, LLC $47,673 1,944 0.40% Shares
Nalls Sherbakoff Group, LLC $44,749 1,795 0.37% Shares
Farther Finance Advisors, LLC $28,834 1,157 0.24% Shares
HARBOR INVESTMENT ADVISORY, LLC $25,379 1,018 0.21% Shares
OSAIC HOLDINGS, INC. $22,860 917 0.19% Shares
CoreCap Advisors, LLC $9,648 387 0.08% Shares
UBS Group AG $8,177 328 0.07% Shares
IFP Advisors, Inc $3,241 130 0.03% Shares
Motiv8 Investments LLC $42 1,719 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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