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) 8 filers · $56.6M total · As of June 30, 2026

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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 8
Value held $56.6M
New positions 1
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-1 vs prior Q) 0 (-7 vs prior Q) 1 (-1 vs prior Q) 5 (+3 vs prior Q) -110K

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 $55,229,751 2,124,376 97.66% Shares
GTS SECURITIES LLC $494,638 19,026 0.87% Shares
Simplicity Wealth,LLC $455,378 17,516 0.81% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $233,385 8,977 0.41% Shares
HARBOUR INVESTMENTS, INC. $86,392 3,323 0.15% Shares
OSAIC HOLDINGS, INC. $26,832 1,032 0.05% Shares
Oakmont Advisory Group, LLC $23,162 891 0.04% Shares
UBS Group AG $4,108 158 0.01% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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