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) 11 filers · $43.3M 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 11
Value held $43.3M
New positions 2
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 0 (-4 vs prior Q) 2 (0 vs prior Q) 4 (+1 vs prior Q) -16K

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 $41,598,452 1,513,552 95.97% Shares
GTS SECURITIES LLC $920,384 33,488 2.12% Shares
Simplicity Wealth,LLC $268,188 9,758 0.62% Shares
Chris Bulman Inc $237,765 8,651 0.55% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $206,597 7,517 0.48% Shares
HARBOUR INVESTMENTS, INC. $58,019 2,111 0.13% Shares
OSAIC HOLDINGS, INC. $16,488 600 0.04% Shares
Oakmont Advisory Group, LLC $14,691 535 0.03% Shares
UBS Group AG $12,533 456 0.03% Shares
Anfield Capital Management, LLC $12,493 457 0.03% Shares
AE Wealth Management LLC $467 17 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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