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) 128 filers · $375.7M 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 128
Value held $375.7M
New positions 18
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
18 (+3 vs prior Q) 3 (-5 vs prior Q) 36 (+10 vs prior Q) 38 (-1 vs prior Q) +23K

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
Lido Advisors, LLC $114,229,811 2,144,758 30.41% Shares
Stuart Chaussee & Associates, Inc. $103,420,812 2,204,829 27.53% Shares
COFG Advisors, LLC $20,407,261 383,163 5.43% Shares
INTEGRAL INVESTMENT ADVISORS, INC. $15,995,913 300,336 4.26% Shares
LPL Financial LLC $9,852,514 184,989 2.62% Shares
HighTower Advisors, LLC $9,372,429 175,975 2.49% Shares
Macco Financial Group, Inc. $7,525,052 141,289 2.00% Shares
OSAIC HOLDINGS, INC. $6,085,796 114,267 1.62% Shares
ENVESTNET ASSET MANAGEMENT INC $5,756,963 108,092 1.53% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,762,240 89,415 1.27% Shares
Cetera Investment Advisers $4,254,276 79,878 1.13% Shares
Hardworking Capital Advisors, LLC $3,990,577 74,926 1.06% Shares
My Personal CFO, LLC $3,639,149 68,328 0.97% Shares
First Commonwealth Financial Corp /PA/ $2,948,207 55,355 0.78% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,742,677 51,496 0.73% Shares
MML INVESTORS SERVICES, LLC $2,141,305 40,205 0.57% Shares
Benson Wealth Management INC $2,068,778 38,843 0.55% Shares
Maltin Wealth Management, Inc. $1,996,930 37,494 0.53% Shares
Orion Porfolio Solutions, LLC $1,883,061 35,356 0.50% Shares
HB Wealth Management, LLC $1,852,330 34,779 0.49% Shares
Southland Equity Partners LLC $1,646,160 30,908 0.44% Shares
TopTier Wealth Management, LLC $1,514,288 28,432 0.40% Shares
Spire Wealth Management $1,419,283 26,648 0.38% Shares
Kestra Advisory Services, LLC $1,381,724 25,943 0.37% Shares
Cerity Partners LLC $1,344,777 25,249 0.36% Shares
Sigma Planning Corp $1,309,338 24,584 0.35% Shares
RAYMOND JAMES FINANCIAL INC $1,289,318 24,208 0.34% Shares
Lantz Financial LLC $1,219,334 22,894 0.32% Shares
Valtinson Bruner Financial Planning LLC $1,216,245 22,836 0.32% Shares
SIGNATUREFD, LLC $1,203,410 22,595 0.32% Shares
DHJJ Financial Advisors, Ltd. $1,165,968 21,892 0.31% Shares
Snowden Capital Advisors LLC $1,158,352 21,749 0.31% Shares
Brookstone Capital Management $1,147,327 21,542 0.31% Shares
Atria Investments, Inc $1,139,338 21,392 0.30% Shares
Berkshire Money Management, Inc. $1,138,380 21,374 0.30% Shares
World Investment Advisors $1,138,321 21,546 0.30% Shares
Beacon Pointe Advisors, LLC $1,118,037 20,992 0.30% Shares
FORONJY FINANCIAL LLC $1,021,740 19,184 0.27% Shares
GOLDMAN SACHS GROUP INC $944,460 17,733 0.25% Shares
CWM, LLC $943,796 19,269 0.25% Shares
Strategic Blueprint, LLC $931,198 17,484 0.25% Shares
CORRADO ADVISORS, LLC $838,526 15,744 0.22% Shares
City Center Advisors, LLC $831,016 15,603 0.22% Shares
OLD MISSION CAPITAL LLC $806,782 15,148 0.21% Shares
Outlook Wealth Advisors, LLC $797,116 14,967 0.21% Shares
FSA Advisors, Inc. $788,141 14,798 0.21% Shares
PRINCIPAL SECURITIES, INC. $728,650 13,681 0.19% Shares
Ballast Rock Private Wealth LLC $698,172 13,109 0.19% Shares
Sugarloaf Wealth Management, LLC $691,147 15,598 0.18% Shares
XML Financial, LLC $678,106 12,732 0.18% Shares
GWN SECURITIES INC. $650,311 12,210 0.17% Shares
Keystone Wealth Services, LLC $644,180 12,095 0.17% Shares
HARBOUR INVESTMENTS, INC. $636,883 11,958 0.17% Shares
Arax Advisory Partners $628,788 11,806 0.17% Shares
Chris Bulman Inc $552,200 10,368 0.15% Shares
WealthPLAN Partners, LLC $519,977 9,763 0.14% Shares
Advisory Services Network, LLC $517,048 9,708 0.14% Shares
BENJAMIN EDWARDS INC $516,936 9,706 0.14% Shares
Caliber Wealth Management, LLC / KS $495,638 9,306 0.13% Shares
Triad Wealth Partners, LLC $474,837 8,815 0.13% Shares
Simplicity Wealth,LLC $473,588 8,892 0.13% Shares
Focus Partners Wealth $463,682 8,706 0.12% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $458,941 8,617 0.12% Shares
Goldstein Advisors, LLC $455,266 8,548 0.12% Shares
Diligent Investors, LLC $451,805 8,483 0.12% Shares
WPWealth LLP $450,260 8,454 0.12% Shares
Fragasso Financial Advisors Inc $444,561 8,347 0.12% Shares
CreativeOne Wealth, LLC $442,271 8,304 0.12% Shares
Main Street Financial Solutions, LLC $430,607 8,085 0.11% Shares
CAPTRUST FINANCIAL ADVISORS $423,737 7,956 0.11% Shares
Signal Advisors Wealth, LLC $403,231 7,571 0.11% Shares
Stratos Wealth Advisors, LLC $385,176 7,232 0.10% Shares
Tradition Wealth Management, LLC $385,176 7,232 0.10% Shares
CoreCap Advisors, LLC $367,707 6,904 0.10% Shares
PlanVest Financial, Inc $344,699 6,472 0.09% Shares
BECK CAPITAL MANAGEMENT, LLC $321,158 6,030 0.09% Shares
Farther Finance Advisors, LLC $321,158 6,030 0.09% Shares
Souders Financial Advisors $311,944 5,857 0.08% Shares
Trek Financial, LLC $305,020 5,727 0.08% Shares
BFI Wealth Solutions, LLC $302,197 5,674 0.08% Shares
Blue Sky Capital Consultants Group, Inc. $295,486 5,548 0.08% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $276,525 5,162 0.07% Shares
Bellwether Advisors, LLC $274,396 5,152 0.07% Shares
Global Retirement Partners, LLC $266,300 5,000 0.07% Shares
Beacon Financial Advisory LLC $261,240 4,905 0.07% Shares
Commerce Advisors, LLC $255,648 4,800 0.07% Shares
Cresset Asset Management, LLC $248,138 4,659 0.07% Shares
JPMORGAN CHASE & CO $241,116 4,544 0.06% Shares
AlphaStar Capital Management, LLC $237,380 4,457 0.06% Shares
4J Wealth Management LLC $213,040 4,000 0.06% Shares
Safe Harbor Wealth Advisors, LLC $206,619 4,278 0.06% Shares
Integrity Financial Corp /WA $204,146 3,833 0.05% Shares
KFG WEALTH MANAGEMENT, LLC $201,003 3,774 0.05% Shares
Steward Partners Investment Advisory, LLC $166,810 3,132 0.04% Shares
CHAPMAN FINANCIAL GROUP, LLC $159,940 3,003 0.04% Shares
Capital Investment Advisory Services, LLC $153,762 2,887 0.04% Shares
Ashton Thomas Private Wealth, LLC $149,235 2,802 0.04% Shares
Orion Capital Management LLC $142,204 2,670 0.04% Shares
Sunbelt Securities, Inc. $95,364 1,947 0.03% Shares
MORGAN STANLEY $93,897 1,763 0.02% Shares
Keating Financial Advisory Services, Inc. $88,092 1,654 0.02% Shares
IFP Advisors, Inc $84,257 1,582 0.02% Shares
Nalls Sherbakoff Group, LLC $83,885 1,575 0.02% Shares
Allworth Financial LP $72,221 1,356 0.02% Shares
IFG Advisory, LLC $62,048 1,165 0.02% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $58,586 1,100 0.02% Shares
Financial Network Wealth Advisors LLC $53,686 1,008 0.01% Shares
BARCLAYS PLC $53,367 1,002 0.01% Shares
Noble Wealth Management PBC $48,467 910 0.01% Shares
Arkadios Wealth Advisors $33,341 626 0.01% Shares
IMG Wealth Management, Inc. $28,281 531 0.01% Shares
Penserra Capital Management LLC $25,989 487,968 0.01% Shares
AE Wealth Management LLC $13,581 255 0.00% Shares
AdvisorNet Financial, Inc $9,054 170 0.00% Shares
WealthShield Partners, LLC $7,989 150 0.00% Shares
FMR LLC $6,262 118 0.00% Shares
GILPIN WEALTH MANAGEMENT, LLC $5,326 100 0.00% Shares
Cape Investment Advisory, Inc. $5,326 100 0.00% Shares
COUNTRY TRUST BANK $4,421 83 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,941 74 0.00% Shares
Continuum Advisory, LLC $2,983 56 0.00% Shares
Motiv8 Investments LLC $1,934 40,301 0.00% Shares
Comprehensive Financial Planning, Inc./PA $1,704 32 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,600 30,034 0.00% Shares
Janney Montgomery Scott LLC $1,218 22,865 0.00% Shares
HRT FINANCIAL LP $1,025 19,248 0.00% Shares
CENTAURUS FINANCIAL, INC. $207 3,886 0.00% Shares
Capital Analysts, LLC $6 106 0.00% Shares

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