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) 142 filers · $741.5M 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 142
Value held $741.5M
New positions 10
Exited positions 28
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (-10 vs prior Q) 28 (-7 vs prior Q) 36 (-18 vs prior Q) 44 (+1 vs prior Q) -3.4M

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
Galaxy Group Investments LLC $148,612,200 5,117,500 20.04% Shares
ARK Investment Management LLC $125,605,835 6,454,565 16.94% Shares
Schonfeld Strategic Advisors LLC $76,580,508 3,935,278 10.33% Shares
Galaxy Digital Inc. $75,753,888 3,892,800 10.22% Shares
Intesa Sanpaolo S.p.A. $67,630,680 3,473,584 9.12% Shares
JANE STREET GROUP, LLC $52,544,919 2,700,150 7.09% Shares
HBK INVESTMENTS L P $38,275,621 1,966,887 5.16% Shares
MILLENNIUM MANAGEMENT LLC $20,635,053 1,060,383 2.78% Shares
KALEIDOSCOPE CAPITAL LP $18,719,800 961,963 2.52% Shares
Cyndeo Wealth Partners, LLC $12,413,956 637,922 1.67% Shares
TITLEIST ASSET MANAGEMENT, LLC $7,171,166 368,508 0.97% Shares
STATE OF MICHIGAN RETIREMENT SYSTEM $5,838,000 300,000 0.79% Shares
Farringdon Capital, Ltd. $4,971,018 255,448 0.67% Shares
Quadrature Capital Ltd $4,639,206 238,397 0.63% Shares
Palatine Hill Wealth Management, LLC $4,315,858 221,781 0.58% Shares
MEITAV INVESTMENT HOUSE LTD $3,653,148 187,726 0.49% Shares
HSBC HOLDINGS PLC $3,502,800 180,000 0.47% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,376,368 173,503 0.46% Shares
Dakota Wealth Management $3,153,046 162,027 0.43% Shares
LPL Financial LLC $2,609,138 134,077 0.35% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,414,986 124,100 0.33% Call option
ENVESTNET ASSET MANAGEMENT INC $2,196,684 112,882 0.30% Shares
CITADEL ADVISORS LLC $2,061,651 105,943 0.28% Shares
HighTower Advisors, LLC $1,946,945 100,049 0.26% Shares
WOLVERINE TRADING, LLC $1,935,218 50,900 0.26% Call option
BENJAMIN EDWARDS INC $1,865,437 95,865 0.25% Shares
CITADEL ADVISORS LLC $1,852,592 95,200 0.25% Call option
Wealthcare Advisory Partners LLC $1,803,280 92,666 0.24% Shares
Kestra Advisory Services, LLC $1,752,665 90,065 0.24% Shares
EverSource Wealth Advisors, LLC $1,723,981 88,591 0.23% Shares
One Charles Private Wealth Services, LLC $1,717,968 88,282 0.23% Shares
Steward Partners Investment Advisory, LLC $1,316,508 67,652 0.18% Shares
Prospera Financial Services Inc $1,292,507 66,420 0.17% Shares
JANE STREET GROUP, LLC $1,292,144 66,400 0.17% Call option
DEBUSSY CAPITAL MANAGEMENT LP $1,286,158 57,188 0.17% Shares
Vident Advisory, LLC $1,144,131 58,794 0.15% Shares
NewEdge Advisors, LLC $1,125,294 57,826 0.15% Shares
Freedom Financial Partners LLC $1,116,716 57,385 0.15% Shares
Belpointe Asset Management LLC $1,091,978 56,114 0.15% Shares
HBW ADVISORY SERVICES LLC $1,091,181 56,073 0.15% Shares
CITADEL ADVISORS LLC $984,676 50,600 0.13% Put option
CERTIOR FINANCIAL GROUP, LLC $980,161 50,368 0.13% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $957,432 49,200 0.13% Put option
Triad Wealth Partners, LLC $936,307 44,228 0.13% Shares
RENAISSANCE TECHNOLOGIES LLC $935,150 48,055 0.13% Shares
Creative Planning $931,652 47,875 0.13% Shares
AXXCESS WEALTH MANAGEMENT, LLC $890,061 45,738 0.12% Shares
Mustard Seed Financial, LLC $828,802 42,590 0.11% Shares
MML INVESTORS SERVICES, LLC $800,927 41,158 0.11% Shares
MERITAGE PORTFOLIO MANAGEMENT $794,273 27,351 0.11% Shares
Wisconsin Wealth Advisors, LLC $704,625 36,209 0.10% Shares
HARBOUR INVESTMENTS, INC. $685,632 35,233 0.09% Shares
NewEdge Wealth, LLC $683,805 35,139 0.09% Shares
Geneos Wealth Management Inc. $664,715 34,158 0.09% Shares
Taylor & Morgan Wealth Management, LLC $663,747 29,513 0.09% Shares
COMMONWEALTH EQUITY SERVICES, LLC $651,420 33,475 0.09% Shares
AdvisorNet Financial, Inc $647,395 33,268 0.09% Shares
CITIZENS FINANCIAL GROUP INC/RI $624,141 32,073 0.08% Shares
Cresset Asset Management, LLC $560,625 28,809 0.08% Shares
BANK OF MONTREAL /CAN/ $548,772 28,200 0.07% Shares
Pallas Capital Advisors LLC $542,996 27,903 0.07% Shares
Well Done, LLC $537,972 27,645 0.07% Shares
Venture Visionary Partners LLC $519,329 26,687 0.07% Shares
Modern Wealth Management, LLC $504,209 25,910 0.07% Shares
Marex Group Ltd $486,500 25,000 0.07% Shares
OxenFree Capital LLC $485,283 22,934 0.07% Shares
Capital Asset Advisory Services LLC $462,194 23,751 0.06% Shares
Mariner, LLC $451,783 23,216 0.06% Shares
Union Bancaire Privee, UBP SA $446,010 27,024 0.06% Shares
Teucrium Investment Advisors, LLC $430,572 22,126 0.06% Shares
SignalPoint Asset Management, LLC $423,912 4,545 0.06% Shares
Beacon Financial Advisory LLC $413,661 21,257 0.06% Shares
Lido Advisors, LLC $395,199 20,308 0.05% Shares
MADDEN SECURITIES Corp $382,292 19,645 0.05% Shares
MAI Capital Management $354,912 18,238 0.05% Shares
Qube Research & Technologies Ltd $337,339 17,335 0.05% Shares
WOLVERINE TRADING, LLC $326,972 8,600 0.04% Put option
Perigon Wealth Management, LLC $315,777 16,227 0.04% Shares
PNC Financial Services Group, Inc. $303,576 15,600 0.04% Shares
CAPTRUST FINANCIAL ADVISORS $298,648 15,347 0.04% Shares
Interchange Capital Partners, LLC $294,664 15,142 0.04% Shares
EAGLE GLOBAL ADVISORS LLC $280,224 14,400 0.04% Shares
Upper Left Wealth Management, LLC $274,289 14,095 0.04% Shares
JANE STREET GROUP, LLC $251,034 12,900 0.03% Put option
rebel Financial LLC $249,266 11,083 0.03% Shares
MORGAN STANLEY $244,671 12,573 0.03% Shares
Douglass Winthrop Advisors, LLC $237,412 12,200 0.03% Shares
Wealth Preservation Advisors, LLC $233,520 12,000 0.03% Shares
Three Magnolias Financial Advisors, LLC $232,391 11,942 0.03% Shares
NorthRock Partners, LLC $230,796 11,860 0.03% Shares
CIBC WORLD MARKET INC. $230,601 11,850 0.03% Shares
Sanctuary Wealth Management, L.L.C. $227,859 2,443 0.03% Shares
Merit Financial Group, LLC $227,020 11,666 0.03% Shares
Avidian Wealth Enterprises, LLC $214,780 11,037 0.03% Shares
Womack Financial LLC $205,361 10,553 0.03% Shares
Waverly Advisors, LLC $194,600 10,000 0.03% Shares
SIMPLEX TRADING, LLC $164,514 8,454 0.02% Shares
FTB Advisors, Inc. $152,286 4,255 0.02% Shares
Allworth Financial LP $127,094 6,531 0.02% Shares
HOLLENCREST CAPITAL MANAGEMENT $122,598 6,300 0.02% Shares
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA $118,706 6,100 0.02% Shares
Elequin Capital, LP $104,598 5,375 0.01% Shares
Farther Finance Advisors, LLC $93,058 4,782 0.01% Shares
CWM, LLC $81,639 3,630 0.01% Shares
RAYMOND JAMES FINANCIAL INC $80,234 4,123 0.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $77,840 4,000 0.01% Shares
ROSS\JOHNSON & Associates LLC $67,604 3,474 0.01% Shares
Integrated Wealth Concepts LLC $62,721 3,223 0.01% Shares
Indiana Trust & Investment Management Co $50,791 2,610 0.01% Shares
Turim 21 Investimentos Ltda. $44,777 2,301 0.01% Shares
HARBOR INVESTMENT ADVISORY, LLC $43,396 2,230 0.01% Shares
Blue Trust, Inc. $41,664 2,141 0.01% Shares
CENTRAL TRUST Co $37,305 1,917 0.01% Shares
Advyzon Investment Management, LLC $33,024 1,697 0.00% Shares
Mosley Wealth Management $31,097 1,598 0.00% Shares
COMERICA BANK $29,214 1,006 0.00% Shares
LANARK FINANCIAL, INC. $22,476 1,155 0.00% Shares
Ares Financial Consulting, LLC $18,565 954 0.00% Shares
OSAIC HOLDINGS, INC. $18,447 948 0.00% Shares
MidFirst Bank $17,514 900 0.00% Shares
Abound Wealth Management $10,188 453 0.00% Shares
FIFTH THIRD BANCORP $9,711 499 0.00% Shares
CIBC Private Wealth Group LLC $8,669 228 0.00% Shares
Physician Wealth Advisors, Inc. $5,838 300 0.00% Shares
Parallel Advisors, LLC $5,546 285 0.00% Shares
Tower Research Capital LLC (TRC) $4,729 243 0.00% Shares
Concurrent Investment Advisors, LLC $4,320 222 0.00% Shares
Global Trust Asset Management, LLC $3,892 200 0.00% Shares
Anfield Capital Management, LLC $3,374 150 0.00% Shares
Cambridge Investment Research Advisors, Inc. $3,334 171,326 0.00% Shares
Midwest Capital Advisors, LLC $3,211 165 0.00% Shares
HM PAYSON & CO $1,752 90 0.00% Shares
Virtu Financial LLC $1,277 65,629 0.00% Shares
Arax Advisory Partners $735 38 0.00% Shares
N.E.W. Advisory Services LLC $701 36 0.00% Shares
FLOW TRADERS U.S. LLC $439 22,541 0.00% Shares
Guerra Advisors Inc $342 9 0.00% Shares
Harel Insurance Investments & Financial Services Ltd. $323 16,611 0.00% Shares
HRT FINANCIAL LP $222 11,415 0.00% Shares
Larson Financial Group LLC $117 6 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $37 1,884 0.00% Shares
WELLS FARGO & COMPANY/MN $15 1 0.00% Shares

ETF ownership Held by 4 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
TTOP · Listed Funds Trust 63.25% 17,859 NS June 30, 2026 N-PORT
ARKF · ARK ETF Trust 6.42% 2,096,992 NS April 30, 2026 N-PORT
ARKW · ARK ETF Trust 5.74% 3,775,474 NS April 30, 2026 N-PORT
BLOK · Amplify ETF Trust 1.43% 853,229 NS June 30, 2026 N-PORT

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26