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) 10 filers · $45.6M 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 10
Value held $45.6M
New positions 1
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (0 vs prior Q) 0 (-3 vs prior Q) 2 (-1 vs prior Q) 4 (+1 vs prior Q) -40K

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 $43,756,703 1,267,814 95.97% Shares
GTS SECURITIES LLC $1,110,626 32,179 2.44% Shares
Simplicity Wealth,LLC $347,313 10,063 0.76% Shares
Chris Bulman Inc $258,748 7,497 0.57% Shares
HARBOUR INVESTMENTS, INC. $65,265 1,891 0.14% Shares
Oakmont Advisory Group, LLC $15,491 449 0.03% Shares
OSAIC HOLDINGS, INC. $15,287 443 0.03% Shares
UBS Group AG $13,184 382 0.03% Shares
Anfield Capital Management, LLC $11,792 371 0.03% Shares
AE Wealth Management LLC $552 16 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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