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) 12 filers · $48.5M 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 12
Value held $48.5M
New positions 2
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 0 (-3 vs prior Q) 1 (-1 vs prior Q) 5 (+2 vs prior Q) -85K

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
Brookstone Capital Management $46,991,116 1,282,673 96.81% Shares
GTS SECURITIES LLC $576,818 15,745 1.19% Shares
Simplicity Wealth,LLC $358,597 9,788 0.74% Shares
Chris Bulman Inc $273,593 7,468 0.56% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $208,125 5,681 0.43% Shares
HARBOUR INVESTMENTS, INC. $68,948 1,882 0.14% Shares
OSAIC HOLDINGS, INC. $16,268 444 0.03% Shares
Oakmont Advisory Group, LLC $16,201 442 0.03% Shares
Anfield Capital Management, LLC $12,294 372 0.03% Shares
ARMSTRONG ADVISORY GROUP, INC $11,357 310 0.02% Shares
UBS Group AG $3,480 95 0.01% Shares
AE Wealth Management LLC $550 15 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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