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) 189 filers · $842.2M 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 189
Value held $842.2M
New positions 42
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
42 (+5 vs prior Q) 5 (-11 vs prior Q) 93 (+20 vs prior Q) 27 (+5 vs prior Q) +8.7M

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
ENVESTNET ASSET MANAGEMENT INC $115,501,052 3,414,161 13.71% Shares
LPL Financial LLC $99,510,845 2,941,497 11.82% Shares
AMERIPRISE FINANCIAL INC $68,957,906 2,038,233 8.19% Shares
FMR LLC $61,508,994 1,818,179 7.30% Shares
Cetera Investment Advisers $41,539,391 1,227,887 4.93% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $34,560,144 1,021,583 4.10% Shares
FUKOKU MUTUAL LIFE INSURANCE Co $24,932,710 737,000 2.96% Shares
EWG Elevate Inc. $23,355,646 735,843 2.77% Shares
Avior Wealth Management, LLC $23,035,055 680,906 2.74% Shares
COMMONWEALTH EQUITY SERVICES, LLC $20,681,881 611,347 2.46% Shares
JPMORGAN CHASE & CO $20,622,909 613,047 2.45% Shares
OSAIC HOLDINGS, INC. $20,155,711 595,790 2.39% Shares
Envestnet Portfolio Solutions, Inc. $19,235,163 568,583 2.28% Shares
Vestmark Advisory Solutions, Inc. $17,737,441 524,311 2.11% Shares
ASSETMARK, INC $14,139,622 417,961 1.68% Shares
Patriot Financial Group Insurance Agency, LLC $10,874,181 321,436 1.29% Shares
MML INVESTORS SERVICES, LLC $10,727,060 317,087 1.27% Shares
Decker Wealth Management LLC $10,380,668 306,848 1.23% Shares
Arax Advisory Partners $10,270,857 303,602 1.22% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $8,348,054 247,864 0.99% Shares
Diversify Advisory Services, LLC $8,348,054 247,864 0.99% Shares
Equitable Holdings, Inc. $8,192,726 242,173 0.97% Shares
U.S. Capital Wealth Advisors, LLC $8,077,133 262,159 0.96% Shares
SOUTHERN CAPITAL SERVICES INC /ADV $7,592,974 224,445 0.90% Shares
Next Level Private LLC $6,623,762 195,796 0.79% Shares
Cornerstone Wealth Group, LLC $6,112,071 180,670 0.73% Shares
JB Capital LLC $5,696,326 168,381 0.68% Shares
Sanctuary Advisors, LLC $5,312,057 157,022 0.63% Shares
WELLS FARGO & COMPANY/MN $4,985,155 147,359 0.59% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $4,827,828 142,708 0.57% Shares
Keeler Thomas Management LLC $4,131,266 122,118 0.49% Shares
Triad Wealth Partners, LLC $3,708,875 108,036 0.44% Shares
HighTower Advisors, LLC $3,592,315 106,187 0.43% Shares
INDEPENDENT FINANCIAL GROUP, LLC $3,571,767 105,580 0.42% Shares
United Advisor Group, LLC $3,571,640 105,576 0.42% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,248,791 105,446 0.39% Shares
Semus Wealth Partners LLC $3,125,715 92,395 0.37% Shares
Integrated Wealth Concepts LLC $2,976,463 87,983 0.35% Shares
Kelly Financial Services LLC $2,794,208 82,596 0.33% Shares
BEACON FINANCIAL GROUP $2,792,021 82,531 0.33% Shares
BANK OF AMERICA CORP /DE/ $2,727,375 80,620 0.32% Shares
DRIVE WEALTH MANAGEMENT, LLC $2,680,106 79,223 0.32% Shares
Flagship Private Wealth, LLC $2,626,470 77,637 0.31% Shares
3EDGE Asset Management, LP $2,506,668 74,096 0.30% Shares
ARWA LLC $2,474,882 72,833 0.29% Shares
Private Advisor Group, LLC $2,378,961 70,321 0.28% Shares
Founders Financial Alliance, LLC $2,365,022 69,909 0.28% Shares
Simplicity Wealth,LLC $2,282,312 67,464 0.27% Shares
Orion Porfolio Solutions, LLC $2,184,710 64,579 0.26% Shares
ShoreHaven Wealth Partners, LLC $2,124,398 62,796 0.25% Shares
Cerity Partners LLC $2,097,651 62,004 0.25% Shares
Sequoia Financial Advisors, LLC $1,896,984 56,074 0.23% Shares
FIRST HORIZON CORP $1,845,596 54,555 0.22% Shares
Gotham Asset Management, LLC $1,821,340 53,838 0.22% Shares
Sovran Advisors, LLC $1,800,989 53,394 0.21% Shares
BETO FINANCIAL GROUP, LLC $1,679,615 49,855 0.20% Shares
Confluence Wealth Services, Inc. $1,579,119 46,679 0.19% Shares
Invst, LLC $1,522,244 44,997 0.18% Shares
Stratos Wealth Partners, LTD. $1,502,174 44,403 0.18% Shares
Quadrant Private Wealth Management, LLC $1,430,299 42,279 0.17% Shares
SHEETS SMITH WEALTH MANAGEMENT $1,356,218 40,089 0.16% Shares
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN $1,319,186 38,675 0.16% Shares
Embree Financial Group $1,244,383 36,783 0.15% Shares
Integrated Advisors Network LLC $1,217,750 35,996 0.14% Shares
CreativeOne Wealth, LLC $1,132,869 33,487 0.13% Shares
Detalus Advisors, LLC $1,122,752 33,188 0.13% Shares
NewEdge Advisors, LLC $1,030,304 30,456 0.12% Shares
GTS SECURITIES LLC $935,027 27,639 0.11% Shares
Snowden Capital Advisors LLC $931,230 27,527 0.11% Shares
Synergy Investment Management, LLC $921,463 27,238 0.11% Shares
Skyline Advisors, Inc. $897,986 26,544 0.11% Shares
Gladstone Institutional Advisory LLC $864,693 25,560 0.10% Shares
Avantra Family Wealth, Inc. $808,199 23,890 0.10% Shares
NorthRock Partners, LLC $717,636 21,213 0.09% Shares
RDA Financial Network $707,487 20,913 0.08% Shares
Dynasty Wealth Management, LLC $698,360 20,643 0.08% Shares
RAYMOND JAMES FINANCIAL INC $691,891 20,452 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $686,580 20,295 0.08% Shares
Transamerica Financial Advisors, LLC $685,437 20,261 0.08% Shares
PMG Family Office LLC $678,089 20,044 0.08% Shares
BlackRock, Inc. $676,600 20,000 0.08% Shares
V2 Financial group LLC $674,668 19,943 0.08% Shares
OneDigital Investment Advisors LLC $657,715 19,442 0.08% Shares
EHRLICH FINANCIAL GROUP $644,732 19,058 0.08% Shares
Sunbelt Securities, Inc. $642,276 20,846 0.08% Shares
SigFig Wealth Management, LLC $634,484 18,861 0.08% Shares
Perennial Investment Advisors, LLC $628,417 18,576 0.07% Shares
Kingsview Wealth Management, LLC $601,231 17,772 0.07% Shares
GeoWealth Management, LLC $593,997 17,559 0.07% Shares
Mariner, LLC $586,172 17,327 0.07% Shares
Clarity Wealth Advisors, LLC $581,876 17,200 0.07% Shares
MGO ONE SEVEN LLC $554,893 16,402 0.07% Shares
OpenArc Corporate Advisory, LLC $541,686 16,012 0.06% Shares
Security Financial Services, INC. $537,254 15,881 0.06% Shares
Summit X, LLC $534,853 17,763 0.06% Shares
HARBOUR INVESTMENTS, INC. $525,414 15,531 0.06% Shares
Per Stirling Capital Management, LLC. $509,006 15,046 0.06% Shares
Atria Wealth Solutions, Inc. $508,829 16,899 0.06% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $508,752 15,027 0.06% Shares
Wealth Quarterback LLC $504,185 14,903 0.06% Shares
Summit Financial, LLC $504,066 14,900 0.06% Shares
Creative Planning $502,697 14,860 0.06% Shares
Encompass More Asset Management $466,144 13,779 0.06% Shares
Strategic Blueprint, LLC $452,070 13,363 0.05% Shares
Fortis Advisors, LLC $443,442 13,108 0.05% Shares
J.W. COLE ADVISORS, INC. $436,958 12,916 0.05% Shares
Two West Capital Advisors LLC $434,448 12,895 0.05% Shares
Maxwell Wealth Strategies Inc. $434,239 14,355 0.05% Shares
Edge Financial Advisors LLC $431,086 13,608 0.05% Shares
Onyx Bridge Wealth Group LLC $418,310 12,365 0.05% Shares
Orion Portfolio Solutions, LLC $414,835 14,409 0.05% Shares
PROEQUITIES, INC. $413,306 13,264 0.05% Shares
World Investment Advisors $394,614 12,207 0.05% Shares
Vision Retirement, LLC $376,214 11,121 0.04% Shares
WEALTH ALLIANCE, LLC $373,063 11,028 0.04% Shares
Ausdal Financial Partners, Inc. $372,739 11,018 0.04% Shares
Atlas Private Wealth Advisors $362,115 10,704 0.04% Shares
Icon Wealth Advisors, LLC $357,008 10,553 0.04% Shares
LifeGoal Investments, LLC $338,272 9,999 0.04% Shares
Advyzon Investment Management, LLC $321,486 9,503 0.04% Shares
Redhawk Wealth Advisors, Inc. $302,669 8,947 0.04% Shares
SeaCrest Wealth Management, LLC $298,719 8,830 0.04% Shares
Krasney Financial LLC $289,157 9,385 0.03% Shares
SAGESPRING WEALTH PARTNERS, LLC $282,582 8,353 0.03% Shares
Collaborative Wealth Managment Inc. $280,789 8,300 0.03% Shares
IFG Advisory, LLC $279,845 8,272 0.03% Shares
West Wealth Group, LLC $279,254 8,254 0.03% Shares
Calamos Wealth Management LLC $271,993 8,040 0.03% Shares
Madison Wealth Partners, Inc $271,926 8,038 0.03% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $265,092 7,836 0.03% Shares
SILVERLAKE WEALTH MANAGEMENT LLC $264,348 7,814 0.03% Shares
Tennessee Valley Asset Management Partners $261,805 7,739 0.03% Shares
Transcendent Capital Group LLC $237,194 7,011 0.03% Shares
TRUIST FINANCIAL CORP $234,374 6,928 0.03% Shares
LOCKERMAN FINANCIAL GROUP, INC. $229,097 6,772 0.03% Shares
WILLNER & HELLER, LLC $216,414 6,397 0.03% Shares
Gateway Wealth Partners, LLC $212,366 6,277 0.03% Shares
FIFTH THIRD BANCORP $202,811 5,995 0.02% Shares
Oregon Pacific Wealth Management, LLC $201,897 5,968 0.02% Shares
Estate Counselors, LLC $200,037 5,913 0.02% Shares
Harborfront Financial Group LLC $184,585 5,456 0.02% Shares
IAG Wealth Partners, LLC $162,249 4,796 0.02% Shares
Farther Finance Advisors, LLC $148,649 4,394 0.02% Shares
Spire Wealth Management $136,937 4,048 0.02% Shares
SHP Wealth Management $131,167 3,877 0.02% Shares
COMERICA BANK $125,263 3,954 0.01% Shares
Global Retirement Partners, LLC $104,805 3,098 0.01% Shares
Rockefeller Capital Management L.P. $82,545 2,440 0.01% Shares
Arkadios Wealth Advisors $78,840 2,330 0.01% Shares
Rossby Financial, LCC $67,085 1,983 0.01% Shares
Aptus Capital Advisors, LLC $60,826 1,798 0.01% Shares
AE Wealth Management LLC $55,409 1,638 0.01% Shares
Steward Partners Investment Advisory, LLC $48,884 1,445 0.01% Shares
US BANCORP \DE\ $37,484 1,108 0.00% Shares
BANK OF MONTREAL /CAN/ $30,887 913 0.00% Shares
IFP Advisors, Inc $28,079 830 0.00% Shares
Qube Research & Technologies Ltd $27,165 803 0.00% Shares
Concurrent Investment Advisors, LLC $24,527 725 0.00% Shares
Golden State Wealth Management, LLC $23,033 680 0.00% Shares
PRIVATE TRUST CO NA $16,543 489 0.00% Shares
MCF Advisors LLC $11,232 332 0.00% Shares
Ashton Thomas Private Wealth, LLC $11,164 330 0.00% Shares
Granite Bay Wealth Management, LLC $10,514 310,798 0.00% Shares
Larson Financial Group LLC $10,149 300 0.00% Shares
Portfolio Resources Advisor Group, Inc. $9,506 281 0.00% Shares
Cornerstone Planning Group LLC $6,628 195 0.00% Shares
West Branch Capital LLC $6,286 204 0.00% Shares
Janney Montgomery Scott LLC $5,567 164,563 0.00% Shares
PARK AVENUE SECURITIES LLC $5,394 159,441 0.00% Shares
Signature Equity Partners, LLC $5,176 153 0.00% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $5,075 150 0.00% Shares
Silver Grove Financial Group, Inc. $5,007 148 0.00% Shares
ROYAL BANK OF CANADA $4,000 109 0.00% Shares
CWM, LLC $3,728 121 0.00% Shares
Continuum Advisory, LLC $3,112 92 0.00% Shares
Meramec Financial Planners, LLC $3,099 92 0.00% Shares
Godfrey Financial Associates, Inc. $2,706 80 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $2,673 79 0.00% Shares
FTB Advisors, Inc. $2,258 75 0.00% Shares
UBS Group AG $880 26 0.00% Shares
Cambridge Investment Research Advisors, Inc. $688 20,332 0.00% Shares
CoreCap Advisors, LLC $406 12 0.00% Shares
DHJJ Financial Advisors, Ltd. $339 10 0.00% Shares
VALICENTI ADVISORY SERVICES INC $322 9,522 0.00% Shares
Colonial Trust Co / SC $203 6 0.00% Shares
MORGAN STANLEY $52 1 0.00% Shares
BESSEMER GROUP INC $52 1,528 0.00% Shares
Farmers & Merchants Trust Co of Chambersburg PA $10 300 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $1 17 0.00% Shares

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