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) 11 filers · $25.5M 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 11
Value held $25.5M
New positions 4
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (+2 vs prior Q) 0 (-2 vs prior Q) 1 (0 vs prior Q) 2 (-1 vs prior Q) +3K

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
Integrated Wealth Concepts LLC $12,532,515 500,001 49.09% Shares
Allspring Global Investments Holdings, LLC $9,015,881 359,700 35.31% Shares
COFG Advisors, LLC $1,039,796 41,484 4.07% Shares
New Perspectives, Inc $1,025,209 40,902 4.02% Shares
INSPIRION WEALTH ADVISORS, LLC $567,646 22,635 2.22% Shares
LPL Financial LLC $506,714 20,216 1.98% Shares
DEBUSSY CAPITAL MANAGEMENT LP $376,752 15,040 1.48% Shares
GOLDMAN SACHS GROUP INC $250,650 10,000 0.98% Shares
JANE STREET GROUP, LLC $206,034 8,220 0.81% Shares
JPMORGAN CHASE & CO $7,947 317 0.03% Shares
Thrivent Financial for Lutherans $1,202 47,932 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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