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) 16 filers · $98.7M 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 16
Value held $98.7M
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 (-4 vs prior Q) 4 (+1 vs prior Q) 6 (0 vs prior Q) -76K

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 $93,687,312 2,664,258 94.89% Shares
Arkadios Wealth Advisors $2,053,007 58,383 2.08% Shares
Chris Bulman Inc $726,604 20,663 0.74% Shares
Simplicity Wealth,LLC $658,143 18,716 0.67% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $429,921 12,226 0.44% Shares
FSA Advisors, Inc. $347,823 9,891 0.35% Shares
Impact Partnership Wealth, LLC $263,818 7,502 0.27% Shares
Gradient Investments LLC $253,184 7,200 0.26% Shares
HARBOUR INVESTMENTS, INC. $139,533 3,968 0.14% Shares
UBS Group AG $56,438 1,605 0.06% Shares
Anfield Capital Management, LLC $38,389 1,181 0.04% Shares
OSAIC HOLDINGS, INC. $29,464 838 0.03% Shares
Oakmont Advisory Group, LLC $27,802 791 0.03% Shares
ARMSTRONG ADVISORY GROUP, INC $20,255 576 0.02% Shares
JPMORGAN CHASE & CO $3,015 85 0.00% Shares
AE Wealth Management LLC $1,618 46 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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