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 · $65.6M 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 8
Value held $65.6M
New positions 2
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (+1 vs prior Q) 1 (-3 vs prior Q) 2 (-1 vs prior Q) 3 (+1 vs prior Q) -82K

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 $64,190,954 2,544,231 97.80% Shares
CITADEL ADVISORS LLC $528,316 20,940 0.80% Shares
Simplicity Wealth,LLC $498,880 19,773 0.76% Shares
JANE STREET GROUP, LLC $218,088 8,644 0.33% Shares
HARBOUR INVESTMENTS, INC. $85,504 3,389 0.13% Shares
JPMORGAN CHASE & CO $85,353 3,383 0.13% Shares
OSAIC HOLDINGS, INC. $25,230 1,000 0.04% Shares
AE Wealth Management LLC $2,750 109 0.00% Shares

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