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 · industry median · verdict relative to median

Institutional owners (13F) 7 filers · $70.8M 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 7
Value held $70.8M
New positions 2
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 0 (-2 vs prior Q) 4 (+2 vs prior Q) 1 (0 vs prior Q) -51K

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
WealthPlan Investment Management, LLC $51,447,627 944,860 72.63% Shares
WealthPLAN Partners, LLC $10,150,188 186,413 14.33% Shares
Steward Partners Investment Advisory, LLC $6,905,621 126,825 9.75% Shares
CWC Advisors, LLC. $1,445,375 26,545 2.04% Shares
OLD MISSION CAPITAL LLC $662,493 12,167 0.94% Shares
Composition Wealth, LLC $200,104 3,675 0.28% Shares
UBS Group AG $27,334 502 0.04% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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