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

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value · industry median · verdict relative to median

Institutional owners (13F) 25 filers · $407.2M 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 $407.2M
New positions 8
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 1 0 5 ·

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. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
Cresset Asset Management, LLC $85,111,018 1,563,262 20.90% Shares
Torren Management, LLC $58,312,001 1,240,351 14.32% Shares
Fortitude Family Office, LLC $38,682,218 710,489 9.50% Shares
MAI Capital Management $33,999,719 624,484 8.35% Shares
Global Strategic Investment Solutions, LLC $27,268,909 500,857 6.70% Shares
SHEETS SMITH WEALTH MANAGEMENT $26,400,574 484,908 6.48% Shares
Tarbox Family Office, Inc. $21,537,700 395,590 5.29% Shares
Relyea Zuckerberg Hanson LLC $20,210,670 371,216 4.96% Shares
Sanctuary Advisors, LLC $15,373,820 282,376 3.78% Shares
SJS Investment Consulting Inc. $11,174,026 205,237 2.74% Shares
Bridgewater Advisors Inc. $10,522,239 192,733 2.58% Shares
Mason Investment Advisory Services, Inc. $10,459,823 192,119 2.57% Shares
ANDERSON HOAGLAND & CO $8,858,556 162,708 2.18% Shares
Ridgeline Wealth, LLC $6,974,885 128,110 1.71% Shares
Tortoise Investment Management, LLC $6,700,800 123,076 1.65% Shares
HighTower Advisors, LLC $6,478,678 118,996 1.59% Shares
RVW Wealth, LLC $6,065,662 111,410 1.49% Shares
IEQ CAPITAL, LLC $6,053,793 111,192 1.49% Shares
Foster Group, Inc. $5,491,817 100,870 1.35% Shares
CITADEL ADVISORS LLC $729,284 13,395 0.18% Shares
Plancorp, LLC $483,459 8,943 0.12% Shares
GOLDMAN SACHS GROUP INC $322,965 5,932 0.08% Shares
Orion Capital Management LLC $1,906 35 0.00% Shares
BCR Wealth Strategies, LLC $1,468 26,974 0.00% Shares
WELLS FARGO & COMPANY/MN $1,143 21 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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