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) 15 filers · $137.8M 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 15
Value held $137.8M
New positions 1
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-3 vs prior Q) 2 (-2 vs prior Q) 3 (+1 vs prior Q) 7 (0 vs prior Q) +81K

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 $131,278,517 2,899,261 95.25% Shares
Arkadios Wealth Advisors $2,920,288 64,494 2.12% Shares
Chris Bulman Inc $870,824 19,232 0.63% Shares
Simplicity Wealth,LLC $821,078 18,133 0.60% Shares
GTS SECURITIES LLC $578,995 12,787 0.42% Shares
FSA Advisors, Inc. $430,251 9,502 0.31% Shares
Gradient Investments LLC $316,598 6,992 0.23% Shares
Impact Partnership Wealth, LLC $291,233 6,432 0.21% Shares
HARBOUR INVESTMENTS, INC. $164,774 3,639 0.12% Shares
Anfield Capital Management, LLC $42,507 1,164 0.03% Shares
OSAIC HOLDINGS, INC. $37,854 836 0.03% Shares
JPMORGAN CHASE & CO $34,780 776 0.03% Shares
ARMSTRONG ADVISORY GROUP, INC $26,308 581 0.02% Shares
UBS Group AG $15,169 335 0.01% Shares
AE Wealth Management LLC $2,083 46 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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