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) 27 filers · $14.5M 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 27
Value held $14.5M
New positions 4
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (+1 vs prior Q) 3 (-3 vs prior Q) 4 (-3 vs prior Q) 7 (+3 vs prior Q) -37K

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 $3,210,792 131,052 22.10% Shares
HARBOUR INVESTMENTS, INC. $2,175,714 87,908 14.98% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,792,920 72,442 12.34% Shares
Brookstone Capital Management $1,038,402 41,956 7.15% Shares
VIMA LLC $1,000,911 40,441 6.89% Shares
LPL Financial LLC $739,304 29,871 5.09% Shares
Vestmark Advisory Solutions, Inc. $639,414 25,835 4.40% Shares
Atria Wealth Solutions, Inc. $623,308 25,312 4.29% Shares
OLD MISSION CAPITAL LLC $534,424 21,593 3.68% Shares
CoreCap Advisors, LLC $417,730 16,878 2.88% Shares
JANE STREET GROUP, LLC $407,482 16,464 2.81% Shares
Sunbelt Securities, Inc. $391,275 15,970 2.69% Shares
Mutual Advisors, LLC $369,377 14,924 2.54% Shares
Summit Financial, LLC $337,357 13,400 2.32% Shares
Maia Wealth LLC $309,484 12,504 2.13% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $275,689 11,139 1.90% Shares
OSAIC HOLDINGS, INC. $120,438 4,866 0.83% Shares
Financial Network Wealth Advisors LLC $79,051 3,194 0.54% Shares
AE Wealth Management LLC $40,070 1,619 0.28% Shares
Steward Partners Investment Advisory, LLC $7,078 286 0.05% Shares
DHJJ Financial Advisors, Ltd. $5,272 213 0.04% Shares
UBS Group AG $4,826 195 0.03% Shares
IFP Advisors, Inc $3,960 160 0.03% Shares
Farther Finance Advisors, LLC $941 38 0.01% Shares
Capital Analysts, LLC $233 9,424 0.00% Shares
MORGAN STANLEY $25 1 0.00% Shares
Motiv8 Investments LLC $10 405 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26