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) 20 filers · $19.5M 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 20
Value held $19.5M
New positions 10
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 4 3 3 ·

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. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
GOLDMAN SACHS GROUP INC $5,831,940 233,836 29.88% Shares
Bank of New York Mellon Corp $4,869,943 195,264 24.95% Shares
Cetera Investment Advisers $3,028,151 121,416 15.52% Shares
LPL Financial LLC $2,472,622 99,142 12.67% Shares
OLD MISSION CAPITAL LLC $624,629 25,045 3.20% Shares
PNC Financial Services Group, Inc. $587,387 23,552 3.01% Shares
STIFEL FINANCIAL CORP $412,063 16,522 2.11% Shares
CITADEL ADVISORS LLC $282,524 11,328 1.45% Shares
RAYMOND JAMES FINANCIAL INC $270,627 10,851 1.39% Shares
Arlington Trust Co LLC $249,400 10,000 1.28% Shares
MORGAN STANLEY $218,527 8,762 1.12% Shares
JANE STREET GROUP, LLC $211,893 8,496 1.09% Shares
JPMORGAN CHASE & CO $209,514 8,372 1.07% Shares
Integrated Wealth Concepts LLC $91,432 3,666 0.47% Shares
Cape Investment Advisory, Inc. $87,756 3,519 0.45% Shares
PRIVATE TRUST CO NA $45,716 1,833 0.23% Shares
NATIONAL BANK OF CANADA /FI/ $20,137 810 0.10% Shares
Capital Analysts, LLC $1,058 42,432 0.01% Shares
UBS Group AG $50 2 0.00% Shares
BESSEMER GROUP INC $6 230 0.00% Shares

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