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 · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 102 filers · $2.0B 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 102
Value held $2.0B
New positions 17
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (-2 vs prior Q) 7 (+1 vs prior Q) 52 (+30 vs prior Q) 27 (-13 vs prior Q) +7.8M

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
ENVESTNET ASSET MANAGEMENT INC $892,924,976 34,369,707 45.06% Shares
LPL Financial LLC $357,761,963 13,770,668 18.06% Shares
MML INVESTORS SERVICES, LLC $192,337,964 7,403,309 9.71% Shares
WELLS FARGO & COMPANY/MN $137,217,190 5,281,647 6.93% Shares
JPMORGAN CHASE & CO $89,520,502 3,461,669 4.52% Shares
Cetera Investment Advisers $76,783,055 2,955,468 3.88% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $53,479,544 2,058,489 2.70% Shares
Envestnet Portfolio Solutions, Inc. $22,154,913 852,768 1.12% Shares
WBH ADVISORY INC $20,857,776 802,839 1.05% Shares
Sequoia Financial Advisors, LLC $12,907,928 496,841 0.65% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12,460,658 479,625 0.63% Shares
Waverly Advisors, LLC $10,100,553 388,782 0.51% Shares
NorthRock Partners, LLC $9,824,551 378,158 0.50% Shares
Sanctuary Advisors, LLC $9,491,053 365,322 0.48% Shares
World Investment Advisors $8,974,531 345,448 0.45% Shares
Invst, LLC $8,814,675 339,287 0.44% Shares
Beacon Bridge Wealth Partners, LLC $5,401,774 207,920 0.27% Shares
Regal Investment Advisors LLC $4,362,181 167,905 0.22% Shares
Integrated Wealth Concepts LLC $4,306,658 165,768 0.22% Shares
Legacy Wealth Managment, LLC/ID $3,662,285 140,966 0.18% Shares
SILVERLAKE WEALTH MANAGEMENT LLC $3,198,934 123,131 0.16% Shares
CITADEL ADVISORS LLC $2,168,187 83,456 0.11% Shares
OSAIC HOLDINGS, INC. $2,133,454 82,117 0.11% Shares
RDA Financial Network $2,076,401 79,923 0.10% Shares
Orion Porfolio Solutions, LLC $1,994,542 76,772 0.10% Shares
Transamerica Financial Advisors, LLC $1,861,360 71,645 0.09% Shares
Strategic Blueprint, LLC $1,852,030 71,287 0.09% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,660,400 63,911 0.08% Shares
B. Riley Wealth Advisors, Inc. $1,494,664 57,797 0.08% Shares
Claro Advisors Inc. $1,405,832 54,112 0.07% Shares
Milestone Asset Management Group, LLC $1,262,486 48,595 0.06% Shares
GeoWealth Management, LLC $1,259,813 48,490 0.06% Shares
LongView Wealth Management $1,245,931 47,957 0.06% Shares
Two West Capital Advisors LLC $1,238,242 47,957 0.06% Shares
Frisch Financial Group, Inc. $1,188,351 45,741 0.06% Shares
OneAscent Financial Services LLC $1,115,198 42,925 0.06% Shares
WEALTHGARDEN F.S. LLC $921,459 35,468 0.05% Shares
Aptus Capital Advisors, LLC $785,713 30,243 0.04% Shares
CPWA, LLC $777,456 29,925 0.04% Shares
BlackRock, Inc. $726,894 27,979 0.04% Shares
Legacy Edge Advisors, LLC $707,950 27,250 0.04% Shares
Advisory Services Network, LLC $706,152 27,181 0.04% Shares
Vise Technologies, Inc. $705,529 27,157 0.04% Shares
Fortis Advisors, LLC $688,941 26,518 0.03% Shares
MSH Capital Advisors LLC $683,727 26,317 0.03% Shares
WCG Wealth Advisors LLC $634,398 24,419 0.03% Shares
Private Advisor Group, LLC $592,285 22,798 0.03% Shares
Advisors Capital Management, LLC $585,667 22,543 0.03% Shares
Advyzon Investment Management, LLC $578,569 22,270 0.03% Shares
Merit Financial Group, LLC $575,279 22,143 0.03% Shares

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