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) 12 filers · $479K 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 12
Value held $479K
New positions 2
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (+2 vs prior Q) 3 (0 vs prior Q) 1 (-2 vs prior Q) 2 (-2 vs prior Q) -19K

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
LPL Financial LLC $232,017 12,745 48.41% Shares
Larson Financial Group LLC $116,219 6,384 24.25% Shares
MORGAN STANLEY $91,134 5,006 19.02% Shares
Parallel Advisors, LLC $24,832 1,364 5.18% Shares
N.E.W. Advisory Services LLC $6,481 356 1.35% Shares
OSAIC HOLDINGS, INC. $5,189 285 1.08% Shares
Archer Investment Corp $2,731 150 0.57% Shares
Cambridge Investment Research Advisors, Inc. $232 12,739 0.05% Shares
FLOW TRADERS U.S. LLC $193 10,578 0.04% Shares
Advocate Investing Services LLC $127 7 0.03% Shares
Biltmore Family Office, LLC $91 5 0.02% Shares
UBS Group AG $18 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26