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) 52 filers · $88.9M 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 52
Value held $88.9M
New positions 7
Exited positions 8
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-16 vs prior Q) 8 (+6 vs prior Q) 27 (+5 vs prior Q) 14 (+9 vs prior Q) -938K

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
CWM, LLC $11,771,748 446,576 13.24% Shares
Visionary Wealth Advisors $9,890,223 365,898 11.13% Shares
Triad Wealth Partners, LLC $9,378,502 346,426 10.55% Shares
Orion Porfolio Solutions, LLC $6,848,051 253,350 7.70% Shares
Sigma Planning Corp $4,750,851 175,756 5.34% Shares
Brookstone Capital Management $4,681,350 173,191 5.27% Shares
Kestra Advisory Services, LLC $4,653,673 172,167 5.24% Shares
Balance Wealth Partners LLC $4,121,200 152,468 4.64% Shares
ATX Financial Planning, LLC $2,588,027 95,746 2.91% Shares
Signal Advisors Wealth, LLC $2,555,621 94,548 2.88% Shares
ENVESTNET ASSET MANAGEMENT INC $2,544,305 94,129 2.86% Shares
Encompass More Asset Management $2,422,483 89,622 2.73% Shares
Maia Wealth LLC $2,179,144 80,619 2.45% Shares
Atria Investments, Inc $1,608,125 59,494 1.81% Shares
PLANWISER FINANCIAL, LLC $1,415,507 52,368 1.59% Shares
SIGNATUREFD, LLC $1,344,770 49,751 1.51% Shares
MML INVESTORS SERVICES, LLC $1,302,468 48,186 1.47% Shares
AXXCESS WEALTH MANAGEMENT, LLC $1,278,844 47,312 1.44% Shares
Cetera Investment Advisers $1,027,450 38,011 1.16% Shares
LPL Financial LLC $979,702 36,245 1.10% Shares
Sovran Advisors, LLC $977,098 36,391 1.10% Shares
OSAIC HOLDINGS, INC. $825,218 30,530 0.93% Shares
INDEPENDENT FINANCIAL GROUP, LLC $825,145 30,527 0.93% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $811,900 30,037 0.91% Shares
Ashton Thomas Private Wealth, LLC $728,058 26,935 0.82% Shares
WEALTHGARDEN F.S. LLC $555,185 20,540 0.62% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $506,029 18,721 0.57% Shares
Inspire Advisors, LLC $486,648 18,004 0.55% Shares
Merit Financial Group, LLC $474,842 17,567 0.53% Shares
Accurate Wealth Management, LLC $410,185 15,058 0.46% Shares
Focus Partners Wealth $385,988 14,280 0.43% Shares
World Investment Advisors $383,215 14,515 0.43% Shares
Simplicity Wealth,LLC $381,826 14,126 0.43% Shares
Range Financial Group LLC $379,015 14,022 0.43% Shares
PRINCIPAL SECURITIES, INC. $358,526 13,264 0.40% Shares
Ausdal Financial Partners, Inc. $356,796 13,200 0.40% Shares
COMMONWEALTH EQUITY SERVICES, LLC $340,580 12,600 0.38% Shares
Advyzon Investment Management, LLC $339,861 12,573 0.38% Shares
NewCorp Financial Services, Inc. $339,335 12,554 0.38% Shares
Vantage Point Financial LLC $318,035 11,766 0.36% Shares
OLD MISSION CAPITAL LLC $315,548 11,674 0.35% Shares
JANE STREET GROUP, LLC $224,727 8,314 0.25% Shares
BridgePort Financial Solutions, LLC $202,887 7,506 0.23% Shares
AE Wealth Management LLC $189,507 7,011 0.21% Shares
Concurrent Investment Advisors, LLC $147,097 5,442 0.17% Shares
HARBOUR INVESTMENTS, INC. $135,231 5,003 0.15% Shares
RED REEF ADVISORS LLC $111,904 4,140 0.13% Shares
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC $16,542 612 0.02% Shares
Global Retirement Partners, LLC $16,419 607 0.02% Shares
Cambridge Investment Research Advisors, Inc. $4,191 155,053 0.00% Shares
Farther Finance Advisors, LLC $892 33 0.00% Shares
IFP Advisors, Inc $135 5 0.00% Shares

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