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) 37 filers · $156.4M 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 37
Value held $156.4M
New positions 3
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-5 vs prior Q) 2 (-8 vs prior Q) 13 (+2 vs prior Q) 7 (+1 vs prior Q) +414K

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
Gradient Investments LLC $54,423,457 1,066,185 34.80% Shares
Tanager Wealth Management LLP $29,122,449 570,525 18.62% Shares
ROYAL BANK OF CANADA $13,783,000 270,021 8.81% Shares
Strait & Sound Wealth Management LLC $7,036,911 137,857 4.50% Shares
Lido Advisors, LLC $6,589,772 129,097 4.21% Shares
Exchange Capital Management, Inc. $6,094,865 118,577 3.90% Shares
Willow Financial LLC $5,987,239 117,064 3.83% Shares
STIFEL FINANCIAL CORP $5,705,634 111,777 3.65% Shares
Mattson Financial Services, LLC $4,695,568 92,345 3.00% Shares
Brown Financial Advisors $2,779,350 54,449 1.78% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,395,146 47,175 1.53% Shares
Paladin Wealth, LLC $2,374,308 46,514 1.52% Shares
Diversified Portfolios, Inc. $1,982,231 38,833 1.27% Shares
Compass Financial Group, Inc. (Ohio) $1,955,789 38,315 1.25% Shares
FULLCIRCLE WEALTH LLC $1,577,381 30,647 1.01% Shares
Orion Portfolio Solutions, LLC $1,286,307 25,197 0.82% Shares
HighTower Advisors, LLC $1,061,736 20,800 0.68% Shares
Safe Harbor Wealth Advisors, LLC $865,729 16,766 0.55% Shares
Atlas Financial Advisors, Inc. $819,458 16,222 0.52% Shares
CITADEL ADVISORS LLC $795,383 15,582 0.51% Shares
Cetera Investment Advisers $700,388 13,721 0.45% Shares
MONECO ADVISORS, LLC $679,205 13,306 0.43% Shares
Grantvest Financial Group LLC $661,798 12,965 0.42% Shares
Capstone Wealth Management Group LLC $613,229 11,990 0.39% Shares
JANE STREET GROUP, LLC $595,644 11,669 0.38% Shares
ARGUS INVESTORS' COUNSEL, INC. $465,326 9,116 0.30% Shares
CWM, LLC $367,835 7,192 0.24% Shares
NOTTINGHAM ADVISORS, INC. $258,951 5,073 0.17% Shares
Advisory Services Network, LLC $248,436 4,867 0.16% Shares
ENVESTNET ASSET MANAGEMENT INC $212,998 4,173 0.14% Shares
Global Retirement Partners, LLC $210,104 4,116 0.13% Shares
OSAIC HOLDINGS, INC. $14,701 288 0.01% Shares
Integrated Wealth Concepts LLC $12,659 248 0.01% Shares
CoreCap Advisors, LLC $6,942 136 0.00% Shares
Allworth Financial LP $5,922 116 0.00% Shares
IFP Advisors, Inc $2,552 50 0.00% Shares
MORGAN STANLEY $2,501 49 0.00% Shares

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