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

Not enough fundamentals data to compute this ratio group yet.

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

Institutional owners (13F) 37 filers · $126.8M 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 37
Value held $126.8M
New positions 10
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (+3 vs prior Q) 2 (-3 vs prior Q) 16 (+9 vs prior Q) 4 (-2 vs prior Q) +710K

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
Bank of New York Mellon Corp $67,472,829 2,326,000 53.19% Shares
LPL Financial LLC $19,420,947 669,501 15.31% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $9,134,622 314,899 7.20% Shares
RAYMOND JAMES FINANCIAL INC $6,825,982 235,313 5.38% Shares
Equitable Holdings, Inc. $5,609,947 193,392 4.42% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,052,980 139,719 3.20% Shares
Trilogy Capital Inc. $2,154,648 74,277 1.70% Shares
FCG Investment Co $1,729,811 59,632 1.36% Shares
STIFEL FINANCIAL CORP $1,675,014 57,743 1.32% Shares
HighPoint Advisor Group LLC $1,291,656 44,528 1.02% Shares
Rodgers & Associates, LTD $931,856 32,124 0.73% Shares
HighTower Advisors, LLC $860,821 29,675 0.68% Shares
Krilogy Financial LLC $804,250 27,725 0.63% Shares
OSAIC HOLDINGS, INC. $788,810 27,190 0.62% Shares
Cresset Asset Management, LLC $584,578 20,152 0.46% Shares
JANE STREET GROUP, LLC $581,090 20,032 0.46% Shares
FLAGSHIP HARBOR ADVISORS, LLC $319,785 11,024 0.25% Shares
INTEGRITY ALLIANCE, LLC. $263,299 9,076 0.21% Shares
Advisory Services Network, LLC $261,276 9,007 0.21% Shares
TRANSCEND CAPITAL ADVISORS, LLC $254,228 8,764 0.20% Shares
Integrated Wealth Concepts LLC $250,525 8,636 0.20% Shares
Kestra Advisory Services, LLC $240,875 8,304 0.19% Shares
CATALYST FINANCIAL PARTNERS LLC $230,132 7,933 0.18% Shares
Laird Norton Wetherby Trust Company, LLC $226,408 7,805 0.18% Shares
Beaumont Financial Advisors, LLC $204,304 7,043 0.16% Shares
Steward Partners Investment Advisory, LLC $135,526 4,672 0.11% Shares
US BANCORP \DE\ $130,913 4,513 0.10% Shares
WELLS FARGO & COMPANY/MN $129,811 4,475 0.10% Shares
PRIVATE TRUST CO NA $121,602 4,192 0.10% Shares
MORGAN STANLEY $51,373 1,771 0.04% Shares
Farther Finance Advisors, LLC $41,366 1,426 0.03% Shares
BROWN, LISLE/CUMMINGS, INC. $39,103 1,348 0.03% Shares
Wilmington Savings Fund Society, FSB $20,451 705 0.02% Shares
ROYAL BANK OF CANADA $5,000 173 0.00% Shares
Smithfield Trust Co $1,086 37,429 0.00% Shares
Cambridge Investment Research Advisors, Inc. $393 13,556 0.00% Shares
BESSEMER GROUP INC $44 1,520 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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