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) 125 filers · $124.2M 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 125
Value held $124.2M
New positions 13
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 (-4 vs prior Q) 4 (-6 vs prior Q) 9 (-8 vs prior Q) 49 (+15 vs prior Q) -391K

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. $12,056,171 226,616 9.71% Shares
COMMONWEALTH EQUITY SERVICES, LLC $10,094,400 189,736 8.13% Shares
Cresset Asset Management, LLC $5,096,531 95,795 4.10% Shares
Lido Advisors, LLC $4,956,551 93,163 3.99% Shares
Brookstone Capital Management $4,620,531 86,848 3.72% Shares
HighTower Advisors, LLC $4,249,124 79,867 3.42% Shares
ENVESTNET ASSET MANAGEMENT INC $3,838,381 72,147 3.09% Shares
My Personal CFO, LLC $3,396,501 63,841 2.74% Shares
RAYMOND JAMES FINANCIAL INC $3,190,235 59,964 2.57% Shares
Cetera Investment Advisers $3,107,398 58,407 2.50% Shares
BLAIR WILLIAM & CO/IL $2,965,614 55,742 2.39% Shares
TopTier Wealth Management, LLC $2,570,266 48,311 2.07% Shares
MML INVESTORS SERVICES, LLC $2,537,440 47,694 2.04% Shares
Bullseye Investment Management, LLC $2,423,489 57,901 1.95% Shares
Chris Bulman Inc $2,375,014 44,641 1.91% Shares
NovaPoint Capital, LLC $2,294,518 43,128 1.85% Shares
Strategic Blueprint, LLC $2,196,199 41,280 1.77% Shares
LPL Financial LLC $2,059,522 38,711 1.66% Shares
Kestra Advisory Services, LLC $1,916,780 36,028 1.54% Shares
Snowden Capital Advisors LLC $1,815,163 34,118 1.46% Shares
Trek Financial, LLC $1,756,427 33,014 1.41% Shares
INTEGRAL INVESTMENT ADVISORS, INC. $1,722,910 32,384 1.39% Shares
Krilogy Financial LLC $1,675,613 31,495 1.35% Shares
WealthPlan Investment Management, LLC $1,516,165 28,498 1.22% Shares
Global Assets Advisory, LLC $1,375,965 25,864 1.11% Shares
BCS Wealth Management $1,360,706 25,576 1.10% Shares
FSA Advisors, Inc. $1,359,909 25,561 1.10% Shares
OLD MISSION CAPITAL LLC $1,288,936 24,227 1.04% Shares
Beacon Pointe Advisors, LLC $1,207,112 22,689 0.97% Shares
SAGESPRING WEALTH PARTNERS, LLC $1,188,097 22,332 0.96% Shares
Lantz Financial LLC $1,172,796 22,044 0.94% Shares
Vantage Financial Partners, LLC $1,012,560 20,431 0.82% Shares
Bellwether Advisors, LLC $950,622 17,868 0.77% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $741,483 13,937 0.60% Shares
First Commonwealth Financial Corp /PA/ $740,845 13,925 0.60% Shares
WealthPLAN Partners, LLC $717,010 13,477 0.58% Shares
Three Seasons Wealth, LLC $706,263 13,275 0.57% Shares
Arax Advisory Partners $701,316 13,182 0.56% Shares
Outlook Wealth Advisors, LLC $697,217 13,105 0.56% Shares
DHJJ Financial Advisors, Ltd. $691,367 12,995 0.56% Shares
MILESTONE ASSET MANAGEMENT, LLC $678,226 12,748 0.55% Shares
Mutual Advisors, LLC $666,947 12,536 0.54% Shares
PCA Investment Advisory Services Inc. $660,456 12,414 0.53% Shares
IMG Wealth Management, Inc. $650,454 12,226 0.52% Shares
AE Wealth Management LLC $630,822 11,857 0.51% Shares
Dynamic Advisor Solutions LLC $590,175 11,093 0.48% Shares
Archer Investment Corp $562,457 10,572 0.45% Shares
Stratos Wealth Advisors, LLC $558,573 10,499 0.45% Shares
Spire Wealth Management $548,182 10,304 0.44% Shares
Cerity Partners LLC $544,452 10,234 0.44% Shares
GWN SECURITIES INC. $541,069 10,170 0.44% Shares
Beacon Financial Advisory LLC $535,430 10,064 0.43% Shares
Sigma Planning Corp $525,076 9,869 0.42% Shares
Weaver Consulting Group $507,286 9,535 0.41% Shares
INTEGRITY ALLIANCE, LLC. $507,020 9,530 0.41% Shares
CoreCap Advisors, LLC $503,083 9,456 0.41% Shares
CreativeOne Wealth, LLC $486,111 9,137 0.39% Shares
Pinnacle Wealth Management Group, Inc. $478,823 9,000 0.39% Shares
HOLLENCREST CAPITAL MANAGEMENT $452,966 8,514 0.36% Shares
CITADEL ADVISORS LLC $448,550 8,431 0.36% Shares
CRA Financial Services, LLC $433,334 8,145 0.35% Shares
Valtinson Bruner Financial Planning LLC $416,416 7,827 0.34% Shares
RESOLUTE WEALTH ADVISOR, INC. $410,647 8,555 0.33% Shares
Souders Financial Advisors $400,349 7,525 0.32% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $380,558 7,153 0.31% Shares
AlphaStar Capital Management, LLC $380,504 7,152 0.31% Shares
BENJAMIN EDWARDS INC $376,403 7,075 0.30% Shares
WEALTHGARDEN F.S. LLC $355,073 6,674 0.29% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $351,360 6,554 0.28% Shares
RFG Advisory, LLC $349,700 6,573 0.28% Shares
COFG Advisors, LLC $341,716 6,423 0.28% Shares
PRINCIPAL SECURITIES, INC. $336,027 6,316 0.27% Shares
IFP Advisors, Inc $334,165 6,281 0.27% Shares
Fragasso Financial Advisors Inc $325,865 6,125 0.26% Shares
Wheelhouse Advisory Group LLC $320,279 6,020 0.26% Shares
Grantvest Financial Group LLC $320,013 6,015 0.26% Shares
Creative Planning $296,870 5,580 0.24% Shares
SageView Advisory Group, LLC $295,540 5,555 0.24% Shares
Dana Investment Advisors, Inc. $295,167 5,548 0.24% Shares
Focus Financial Network, Inc. $278,622 5,237 0.22% Shares
Waterloo Capital, L.P. $276,813 5,203 0.22% Shares
Optimist Retirement Group LLC $275,110 5,171 0.22% Shares
Private Advisor Group, LLC $271,333 5,100 0.22% Shares
FWG Investments, LLC. $258,937 4,867 0.21% Shares
Orion Capital Management LLC $250,052 4,700 0.20% Shares
Commerce Advisors, LLC $247,392 4,650 0.20% Shares
Kathmere Capital Management, LLC $241,752 4,544 0.19% Shares
Focus Partners Wealth $234,357 4,405 0.19% Shares
Foundations Investment Advisors, LLC $226,217 4,252 0.18% Shares
COLTON GROOME FINANCIAL ADVISORS, LLC $220,631 4,147 0.18% Shares
Seros Financial, LLC $216,375 4,067 0.17% Shares
Atria Wealth Solutions, Inc. $215,811 4,774 0.17% Shares
JPMORGAN CHASE & CO $215,039 4,065 0.17% Shares
Share Andrew L. $212,810 4,000 0.17% Shares
Merit Financial Group, LLC $208,128 3,912 0.17% Shares
Main Street Financial Solutions, LLC $205,628 3,865 0.17% Shares
Blue Water Asset Management $201,744 3,792 0.16% Shares
WealthShield Partners, LLC $192,433 3,617 0.15% Shares
IFG Advisory, LLC $190,199 3,575 0.15% Shares
Sunbelt Securities, Inc. $168,627 3,513 0.14% Shares
HARBOUR INVESTMENTS, INC. $152,478 2,866 0.12% Shares
Stuart Chaussee & Associates, Inc. $144,173 3,008 0.12% Shares
Pinnacle Wealth Planning Services, Inc. $136,837 2,572 0.11% Shares
Steward Partners Investment Advisory, LLC $132,421 2,489 0.11% Shares
Farther Finance Advisors, LLC $128,484 2,415 0.10% Shares
Parallel Advisors, LLC $115,981 2,180 0.09% Shares
FIFTH THIRD BANCORP $91,083 1,712 0.07% Shares
Financial Network Wealth Advisors LLC $76,665 1,441 0.06% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $54,267 1,020 0.04% Shares
ROYAL BANK OF CANADA $42,000 797 0.03% Shares
Sugarloaf Wealth Management, LLC $29,013 673 0.02% Shares
Penserra Capital Management LLC $26,464 497,431 0.02% Shares
Continuum Advisory, LLC $17,291 325 0.01% Shares
AdvisorNet Financial, Inc $15,961 300 0.01% Shares
LANARK FINANCIAL, INC. $15,322 288 0.01% Shares
Integrity Financial Corp /WA $13,301 250 0.01% Shares
EverSource Wealth Advisors, LLC $7,980 150 0.01% Shares
Larson Financial Group LLC $5,161 97 0.00% Shares
COUNTRY TRUST BANK $3,884 73 0.00% Shares
Keating Financial Advisory Services, Inc. $2,979 56 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,610 30,261 0.00% Shares
THOROUGHBRED FINANCIAL SERVICES, LLC $1,230 23,132 0.00% Shares
Janney Montgomery Scott LLC $756 14,219 0.00% Shares
Wood Tarver Financial Group, LLC $243 4,571 0.00% Shares
Capital Analysts, LLC $128 2,402 0.00% Shares

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