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) 24 filers · $73.8M 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 24
Value held $73.8M
New positions 4
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-2 vs prior Q) 3 (+2 vs prior Q) 9 (-2 vs prior Q) 7 (+4 vs prior Q) +107K

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
ATWOOD & PALMER INC $40,369,081 785,064 54.68% Shares
Brookwood Investment Group LLC $5,553,563 108,001 7.52% Shares
Cetera Investment Advisers $3,889,196 75,634 5.27% Shares
Foundations Investment Advisors, LLC $3,191,169 62,059 4.32% Shares
ENVESTNET ASSET MANAGEMENT INC $3,115,539 60,588 4.22% Shares
&PARTNERS $2,780,866 54,080 3.77% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,644,930 51,436 3.58% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,441,669 47,937 3.31% Shares
Savvy Advisors, Inc. $1,531,227 29,778 2.07% Shares
JANE STREET GROUP, LLC $1,456,614 28,327 1.97% Shares
Atlas Financial Advisors, Inc. $1,387,417 27,725 1.88% Shares
Herold Advisors, Inc. $1,341,000 26,135 1.82% Shares
MML INVESTORS SERVICES, LLC $1,075,911 20,923 1.46% Shares
Purpose Unlimited Inc. $1,069,709 20,817 1.45% Shares
MGO ONE SEVEN LLC $695,629 13,528 0.94% Shares
JPMORGAN CHASE & CO $443,317 8,584 0.60% Shares
Financial Engines Advisors L.L.C. $401,704 7,812 0.54% Shares
CWM, LLC $197,234 3,835 0.27% Shares
Archer Investment Corp $87,879 1,709 0.12% Shares
AE Wealth Management LLC $75,230 1,463 0.10% Shares
Global Retirement Partners, LLC $73,315 1,426 0.10% Shares
MORGAN STANLEY $5,656 110 0.01% Shares
Integrated Wealth Concepts LLC $1,543 30 0.00% Shares
FLOW TRADERS U.S. LLC $666 12,944 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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