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 · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 25 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 25
Value held $14.5M
New positions 6
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+4 vs prior Q) 4 (-1 vs prior Q) 2 (-2 vs prior Q) 9 (+1 vs prior Q) -39K

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
VALLEY NATIONAL ADVISERS INC $3,260,489 88,962 22.48% Shares
ENVESTNET ASSET MANAGEMENT INC $2,046,635 55,842 14.11% Shares
CM WEALTH ADVISORS LLC $1,852,829 50,554 12.77% Shares
CITADEL ADVISORS LLC $1,664,446 45,414 11.48% Shares
LPL Financial LLC $1,651,141 45,051 11.38% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $746,131 20,358 5.14% Shares
Frontier Asset Management, LLC $423,775 11,563 2.92% Shares
Sanctuary Advisors, LLC $376,254 10,266 2.59% Shares
Cetera Investment Advisers $371,160 10,127 2.56% Shares
GLENMEDE TRUST CO NA $371,159 10,127 2.56% Shares
NewEdge Wealth, LLC $292,838 7,990 2.02% Shares
Turning Point Benefit Group, Inc. $220,566 6,033 1.52% Shares
STIFEL FINANCIAL CORP $218,327 5,957 1.51% Shares
Lido Advisors, LLC $216,238 5,900 1.49% Shares
Cape Investment Advisory, Inc. $215,072 5,868 1.48% Shares
AMERIPRISE FINANCIAL INC $206,929 5,646 1.43% Shares
OSAIC HOLDINGS, INC. $154,371 4,212 1.06% Shares
FMR LLC $71,389 1,948 0.49% Shares
US BANCORP \DE\ $53,840 1,469 0.37% Shares
UBS Group AG $40,353 1,101 0.28% Shares
Rockefeller Capital Management L.P. $33,389 911 0.23% Shares
Parallel Advisors, LLC $5,098 139 0.04% Shares
WELLS FARGO & COMPANY/MN $4,984 136 0.03% Shares
PITTENGER & ANDERSON INC $3,812 104 0.03% Shares
FIFTH THIRD BANCORP $2,602 71 0.02% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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