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 · $90.9M 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 $90.9M
New positions 0
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
0 (-5 vs prior Q) 2 (-4 vs prior Q) 2 (0 vs prior Q) 6 (+2 vs prior Q) -126K

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 $88,242,810 2,708,521 97.05% Shares
Chris Bulman Inc $689,483 21,163 0.76% Shares
Simplicity Wealth,LLC $542,777 16,660 0.60% Shares
GTS SECURITIES LLC $394,870 12,120 0.43% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $333,323 10,231 0.37% Shares
FSA Advisors, Inc. $323,133 9,918 0.36% Shares
Gradient Investments LLC $245,944 7,549 0.27% Shares
JPMORGAN CHASE & CO $70,316 2,151 0.08% Shares
Anfield Capital Management, LLC $37,215 1,195 0.04% Shares
OSAIC HOLDINGS, INC. $27,627 848 0.03% Shares
ARMSTRONG ADVISORY GROUP, INC $19,125 587 0.02% Shares
AE Wealth Management LLC $1,531 47 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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