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) 107 filers · $95.3M 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 107
Value held $95.3M
New positions 9
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (+1 vs prior Q) 5 (-6 vs prior Q) 10 (+1 vs prior Q) 44 (+6 vs prior Q) +42K

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
OSAIC HOLDINGS, INC. $10,376,028 193,547 10.88% Shares
COMMONWEALTH EQUITY SERVICES, LLC $10,081,700 188,041 10.58% Shares
Kestra Advisory Services, LLC $6,026,618 112,407 6.32% Shares
HighTower Advisors, LLC $4,699,954 87,662 4.93% Shares
Diligent Investors, LLC $2,802,215 52,266 2.94% Shares
LPL Financial LLC $2,651,237 49,450 2.78% Shares
ENVESTNET ASSET MANAGEMENT INC $2,509,588 46,808 2.63% Shares
Beacon Pointe Advisors, LLC $2,357,913 43,979 2.47% Shares
Cetera Investment Advisers $2,332,767 43,510 2.45% Shares
TopTier Wealth Management, LLC $2,235,671 41,699 2.35% Shares
RAYMOND JAMES FINANCIAL INC $2,023,411 37,740 2.12% Shares
Snowden Capital Advisors LLC $1,790,242 33,391 1.88% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,693,843 31,593 1.78% Shares
INTEGRAL INVESTMENT ADVISORS, INC. $1,681,190 31,357 1.76% Shares
CHAPMAN FINANCIAL GROUP, LLC $1,501,689 28,009 1.58% Shares
Beacon Financial Advisory LLC $1,451,398 27,071 1.52% Shares
Lantz Financial LLC $1,371,941 25,589 1.44% Shares
FSA Advisors, Inc. $1,351,782 25,213 1.42% Shares
MML INVESTORS SERVICES, LLC $1,280,582 23,885 1.34% Shares
CoreCap Advisors, LLC $1,127,567 21,031 1.18% Shares
OLD MISSION CAPITAL LLC $1,121,776 20,923 1.18% Shares
COFG Advisors, LLC $1,083,325 20,206 1.14% Shares
World Investment Advisors $1,065,399 21,628 1.12% Shares
Brookstone Capital Management $1,020,016 19,025 1.07% Shares
DHJJ Financial Advisors, Ltd. $1,016,424 18,958 1.07% Shares
Weaver Consulting Group $970,793 18,107 1.02% Shares
Cerity Partners LLC $960,450 17,914 1.01% Shares
Trek Financial, LLC $904,906 16,878 0.95% Shares
BCS Wealth Management $879,439 16,403 0.92% Shares
Steward Partners Investment Advisory, LLC $872,951 16,282 0.92% Shares
CRA Financial Services, LLC $869,037 16,209 0.91% Shares
First Commonwealth Financial Corp /PA/ $758,538 14,148 0.80% Shares
Arax Advisory Partners $751,729 14,021 0.79% Shares
Strategic Blueprint, LLC $744,062 13,878 0.78% Shares
PRINCIPAL SECURITIES, INC. $718,863 13,408 0.75% Shares
Rockefeller Capital Management L.P. $706,639 13,180 0.74% Shares
Fragasso Financial Advisors Inc $702,564 13,104 0.74% Shares
RED REEF ADVISORS LLC $696,989 13,000 0.73% Shares
Buska Wealth Management, LLC $683,772 13,998 0.72% Shares
GWN SECURITIES INC. $666,428 12,430 0.70% Shares
Sigma Planning Corp $661,626 12,340 0.69% Shares
EverSource Wealth Advisors, LLC $647,288 12,073 0.68% Shares
WealthShield Partners, LLC $632,705 11,801 0.66% Shares
Visionary Wealth Advisors $608,043 11,341 0.64% Shares
Berkshire Money Management, Inc. $579,091 10,801 0.61% Shares
Foundations Investment Advisors, LLC $566,652 10,569 0.59% Shares
Chris Bulman Inc $560,754 10,459 0.59% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $552,712 10,309 0.58% Shares
Stuart Chaussee & Associates, Inc. $525,670 10,730 0.55% Shares
Lido Advisors, LLC $523,175 9,758 0.55% Shares
Keystone Wealth Services, LLC $512,072 9,551 0.54% Shares
Outlook Wealth Advisors, LLC $502,475 9,372 0.53% Shares
Simplicity Wealth,LLC $499,634 9,319 0.52% Shares
IFP Advisors, Inc $493,253 9,200 0.52% Shares
MGO ONE SEVEN LLC $479,689 8,947 0.50% Shares
Pinnacle Wealth Management Group, Inc. $474,435 8,849 0.50% Shares
CENTRAL VALLEY ADVISORS, LLC $459,691 8,574 0.48% Shares
Valtinson Bruner Financial Planning LLC $441,194 8,229 0.46% Shares
Chicago Partners Investment Group LLC $414,666 7,710 0.43% Shares
CORRADO ADVISORS, LLC $408,597 7,621 0.43% Shares
Impact Partnership Wealth, LLC $399,428 7,450 0.42% Shares
CROSSPOINT FINANCIAL, LLC $351,046 6,548 0.37% Shares
AE Wealth Management LLC $341,310 6,366 0.36% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $332,687 6,166 0.35% Shares
Selby Wealth Management, LLC $332,410 6,200 0.35% Shares
Share Andrew L. $320,400 5,976 0.34% Shares
IMG Wealth Management, Inc. $315,950 5,893 0.33% Shares
VISTA INVESTMENT MANAGEMENT $293,807 5,480 0.31% Shares
HARBOUR INVESTMENTS, INC. $277,884 5,183 0.29% Shares
Orion Portfolio Solutions, LLC $276,180 6,506 0.29% Shares
My Personal CFO, LLC $275,579 5,140 0.29% Shares
PFG Advisors $270,003 5,036 0.28% Shares
Advisory Services Network, LLC $247,538 4,617 0.26% Shares
MERCER GLOBAL ADVISORS INC /ADV $239,335 4,464 0.25% Shares
TRUIST FINANCIAL CORP $233,277 4,351 0.24% Shares
GTS FINANCIAL, LLC $223,428 4,855 0.23% Shares
BAM Wealth Management, LLC $220,195 4,107 0.23% Shares
Rothschild Wealth LLC $217,139 4,050 0.23% Shares
ACAS, LLC $207,603 4,335 0.22% Shares
Spire Wealth Management $141,658 2,642 0.15% Shares
Financial Network Wealth Advisors LLC $100,581 1,876 0.11% Shares
Integrated Wealth Concepts LLC $85,784 1,600 0.09% Shares
JPMORGAN CHASE & CO $82,196 1,538 0.09% Shares
Sugarloaf Wealth Management, LLC $68,253 1,566 0.07% Shares
EVOLUTION WEALTH MANAGEMENT INC. $66,214 1,235 0.07% Shares
IFG Advisory, LLC $53,615 1,000 0.06% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $36,719 865 0.04% Shares
BARCLAYS PLC $30,239 564 0.03% Shares
Penserra Capital Management LLC $26,238 489,400 0.03% Shares
ASSETMARK, INC $24,127 450 0.03% Shares
Farther Finance Advisors, LLC $23,215 433 0.02% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $21,446 400 0.02% Shares
Sunbelt Securities, Inc. $19,832 406 0.02% Shares
AdvisorNet Financial, Inc $19,462 363 0.02% Shares
CreativeOne Wealth, LLC $19,087 356 0.02% Shares
Integrity Financial Corp /WA $11,956 223 0.01% Shares
IAG Wealth Partners, LLC $7,077 132 0.01% Shares
Larson Financial Group LLC $6,595 123 0.01% Shares
FIDUCIARY FINANCIAL ADVISORS $6,273 117 0.01% Shares
GILPIN WEALTH MANAGEMENT, LLC $5,362 100 0.01% Shares
COUNTRY TRUST BANK $4,236 79 0.00% Shares
Keating Financial Advisory Services, Inc. $3,324 62 0.00% Shares
Janney Montgomery Scott LLC $1,746 32,566 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,416 26,420 0.00% Shares
HRT FINANCIAL LP $211 3,943 0.00% Shares
Motiv8 Investments LLC $84 1,672 0.00% Shares
Capital Analysts, LLC $7 134 0.00% Shares

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