Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · industry median · verdict relative to median

Institutional owners (13F) 20 filers · $22.0M 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 20
Value held $22.0M
Institution Value Shares % of tracked 13F Type
HUB Investment Partners, LLC $7,706,475 310,436 35.09% Shares
Pinion Investment Advisors, LLC $2,796,226 112,639 12.73% Shares
Disciplined Investments, LLC $2,003,544 80,708 9.12% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,907,681 76,196 8.69% Shares
Wealthcare Advisory Partners LLC $1,351,824 54,455 6.15% Shares
Snowden Capital Advisors LLC $1,035,137 41,698 4.71% Shares
GERBER, LLC $914,886 36,854 4.17% Shares
Farther Finance Advisors, LLC $541,529 21,814 2.47% Shares
Millington Financial Advisors, LLC $520,719 21,150 2.37% Shares
HERITAGE OAK WEALTH ADVISORS LLC $511,165 20,591 2.33% Shares
CAP Partners, LLC $506,424 20,400 2.31% Shares
Sanctuary Advisors, LLC $411,742 16,586 1.87% Shares
Maia Wealth LLC $361,621 14,567 1.65% Shares
Box Hill Private Wealth LLC $335,279 13,506 1.53% Shares
SILVER OAK SECURITIES, INCORPORATED $309,986 12,487 1.41% Shares
Legacy Capital Wealth Partners, LLC $262,738 10,584 1.20% Shares
Summit Financial, LLC $232,416 9,362 1.06% Shares
Kingsview Wealth Management, LLC $219,823 8,855 1.00% Shares
PlanVest Financial, Inc $33,901 1,366 0.15% Shares
TOTH FINANCIAL ADVISORY CORP $260 10 0.00% Shares

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