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) 148 filers · $285.7M 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 148
Value held $285.7M
New positions 28
Exited positions 14
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
28 (+6 vs prior Q) 14 (+6 vs prior Q) 48 (+6 vs prior Q) 50 (+7 vs prior Q) +130K

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
Inspire Advisors, LLC $70,156,316 1,213,772 24.55% Shares
LPL Financial LLC $33,459,602 578,086 11.71% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $29,637,366 512,048 10.37% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $10,272,987 177,488 3.60% Shares
Focus Partners Wealth $7,645,395 132,090 2.68% Shares
OneAscent Financial Services LLC $6,957,867 120,212 2.44% Shares
CWM, LLC $6,921,531 146,798 2.42% Shares
LVZ, Inc. $6,266,247 108,263 2.19% Shares
SUMMIT WEALTH GROUP LLC / CO $4,675,373 80,777 1.64% Shares
PAX Financial Group, LLC $4,663,682 80,575 1.63% Shares
Inspire Investing, LLC $4,484,776 95,117 1.57% Shares
Cetera Investment Advisers $4,331,988 74,844 1.52% Shares
Turning Point Benefit Group, Inc. $4,243,126 74,015 1.49% Shares
Strategic Equity Management $4,123,566 71,243 1.44% Shares
SILVER OAK SECURITIES, INCORPORATED $3,646,728 63,005 1.28% Shares
Revisor Wealth Management LLC $3,270,745 56,407 1.14% Shares
Geneos Wealth Management Inc. $3,210,824 55,474 1.12% Shares
JONES FINANCIAL COMPANIES LLLP $3,080,694 54,905 1.08% Shares
ENVESTNET ASSET MANAGEMENT INC $3,056,058 52,800 1.07% Shares
MONEYWISE, INC. $2,503,530 43,254 0.88% Shares
TWO SIGMA INVESTMENTS, LP $2,402,020 41,500 0.84% Shares
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC $2,223,055 38,408 0.78% Shares
AlphaStar Capital Management, LLC $2,156,270 37,254 0.75% Shares
WorthPointe, LLC $2,135,826 36,901 0.75% Shares
EverSource Wealth Advisors, LLC $2,079,161 35,922 0.73% Shares
Optivise Advisory Services LLC $1,824,551 31,523 0.64% Shares
Tulsa Wealth Advisors, INC $1,593,322 27,528 0.56% Shares
Gateway Wealth Partners, LLC $1,531,802 26,465 0.54% Shares
J.W. COLE ADVISORS, INC. $1,515,260 26,179 0.53% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,511,247 26,110 0.53% Shares
OSAIC HOLDINGS, INC. $1,360,444 23,505 0.48% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,317,579 22,764 0.46% Shares
HARBOUR INVESTMENTS, INC. $1,272,586 21,987 0.45% Shares
ROYAL BANK OF CANADA $1,225,000 21,170 0.43% Shares
Harvest Investment Services, LLC $1,221,113 21,097 0.43% Shares
Focus Financial Network, Inc. $1,199,249 20,683 0.42% Shares
Frontier Asset Management, LLC $1,188,462 20,533 0.42% Shares
Fiduciary Alliance LLC $1,179,357 20,376 0.41% Shares
H D Vest Advisory Services $1,162,139 28,119 0.41% Shares
Delta Investment Management, LLC $1,154,856 19,953 0.40% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,076,590 18,600 0.38% Shares
VICUS CAPITAL $1,019,076 17,607 0.36% Shares
JOHNSON INVESTMENT COUNSEL INC $1,011,645 17,478 0.35% Shares
Keel Point, LLC $995,941 17,207 0.35% Shares
Sterling Investment Advisors, Ltd. $966,596 16,700 0.34% Shares
Brookstone Capital Management $934,704 16,149 0.33% Shares
Simplicity Wealth,LLC $855,473 14,780 0.30% Shares
INDEPENDENT FINANCIAL GROUP, LLC $839,434 14,503 0.29% Shares
Atria Investments, Inc $794,808 13,732 0.28% Shares
Discipline Wealth Solutions, LLC $788,847 13,629 0.28% Shares
OneAscent Wealth Management LLC $786,763 13,593 0.28% Shares
Whitaker-Myers Wealth Managers, LTD. $779,626 13,470 0.27% Shares
Sanctuary Advisors, LLC $760,546 13,140 0.27% Shares
Goldstone Financial Group, LLC $759,849 13,128 0.27% Shares
Arax Advisory Partners $729,002 12,595 0.26% Shares
AQR CAPITAL MANAGEMENT LLC $710,072 12,268 0.25% Shares
PRINCIPAL SECURITIES, INC. $703,010 12,146 0.25% Shares
LaSalle St. Investment Advisors, LLC $665,679 11,501 0.23% Shares
RKL Wealth Management LLC $661,986 11,437 0.23% Shares
Demars Financial Group, LLC $656,996 11,351 0.23% Shares
Blueprint Investment Partners LLC $647,642 11,189 0.23% Shares
Farther Finance Advisors, LLC $609,939 10,538 0.21% Shares
Cyndeo Wealth Partners, LLC $594,580 10,273 0.21% Shares
Blue Trust, Inc. $563,462 9,735 0.20% Shares
Clark Asset Management, LLC $561,610 9,703 0.20% Shares
Waverly Advisors, LLC $547,545 9,460 0.19% Shares
WIN ADVISORS, INC $505,219 8,729 0.18% Shares
Ameritas Investment Partners, Inc. $492,597 8,511 0.17% Shares
Valmark Advisers, Inc. $483,966 8,362 0.17% Shares
Howard Capital Management, LLC $478,494 8,267 0.17% Shares
Atria Wealth Solutions, Inc. $471,334 11,306 0.16% Shares
Private Advisor Group, LLC $432,537 7,473 0.15% Shares
GTS SECURITIES LLC $429,991 7,429 0.15% Shares
STIFEL FINANCIAL CORP $419,804 7,253 0.15% Shares
PFG Advisors $415,772 7,183 0.15% Shares
Financial Partners Group, Inc $412,757 7,131 0.14% Shares
Wealthcare Advisory Partners LLC $409,511 7,075 0.14% Shares
PVG ASSET MANAGEMENT CORP $383,455 6,625 0.13% Shares
Savvy Advisors, Inc. $374,657 6,473 0.13% Shares
D.A. DAVIDSON & CO. $374,078 6,463 0.13% Shares
First Heartland Consultants, Inc. $369,182 6,378 0.13% Shares
GWN SECURITIES INC. $364,644 6,300 0.13% Shares
Continuum Advisory, LLC $357,177 6,171 0.13% Shares
Focus Partners Advisor Solutions, LLC $352,142 6,084 0.12% Shares
CITADEL ADVISORS LLC $345,717 5,973 0.12% Shares
NewEdge Advisors, LLC $337,134 5,825 0.12% Shares
Tandem Investment Partners LLC $333,099 5,755 0.12% Shares
Five Pine Wealth Management $311,339 5,379 0.11% Shares
Envestnet Portfolio Solutions, Inc. $306,417 5,294 0.11% Shares
Aptus Capital Advisors, LLC $304,970 5,269 0.11% Shares
Barnes Wealth Management Group, Inc $304,713 5,264 0.11% Shares
Bedel Financial Consulting, Inc. $294,956 5,096 0.10% Shares
AIFG Consultants Ltd. $290,186 6,430 0.10% Shares
Cresta Advisors, Ltd. $289,400 5,000 0.10% Shares
Community Financial Services Group, LLC $285,718 5,040 0.10% Shares
MML INVESTORS SERVICES, LLC $280,986 4,855 0.10% Shares
Sowell Financial Services LLC $270,124 4,667 0.09% Shares
Allen Capital Group, LLC $269,663 4,659 0.09% Shares
Fund Evaluation Group, LLC $268,621 4,641 0.09% Shares
David Kennon Inc $250,273 4,324 0.09% Shares
RFG Advisory, LLC $250,072 4,321 0.09% Shares
Forge Financial Services LLC $242,804 4,194 0.08% Shares
Straight Path Wealth Management $242,286 4,186 0.08% Shares
MRA Advisory Group $240,843 4,161 0.08% Shares
HBW ADVISORY SERVICES LLC $236,232 4,081 0.08% Shares
SAGESPRING WEALTH PARTNERS, LLC $235,161 4,063 0.08% Shares
Well Done, LLC $233,662 4,037 0.08% Shares
WELLS FARGO & COMPANY/MN $232,504 4,017 0.08% Shares
Signal Advisors Wealth, LLC $229,954 3,973 0.08% Shares
VICTORY FINANCIAL GROUP, LLC $225,443 3,895 0.08% Shares
Schwallier Wealth Management LLC $220,959 3,818 0.08% Shares
Empower Advisory Group, LLC $218,786 3,780 0.08% Shares
Bouchey Financial Group, Ltd. $217,166 3,752 0.08% Shares
LITTLEJOHN FINANCIAL SERVICES, INC. $211,551 3,655 0.07% Shares
SFMG, LLC $207,963 3,593 0.07% Shares
Orion Porfolio Solutions, LLC $203,332 3,513 0.07% Shares
SHP Wealth Management $199,802 3,452 0.07% Shares
CoreCap Advisors, LLC $179,254 3,097 0.06% Shares
Allworth Financial LP $173,493 2,997 0.06% Shares
Ameritas Advisory Services, LLC $164,370 2,840 0.06% Shares
ASSETMARK, INC $151,819 2,623 0.05% Shares
RAYMOND JAMES FINANCIAL INC $143,427 2,478 0.05% Shares
Values First Advisors, Inc. $140,664 2,430 0.05% Shares
Steward Partners Investment Advisory, LLC $131,851 2,278 0.05% Shares
Bare Financial Services, Inc $87,630 1,514 0.03% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $86,474 2,251 0.03% Shares
Larson Financial Group LLC $63,668 1,100 0.02% Shares
AdvisorNet Financial, Inc $59,559 1,029 0.02% Shares
MORGAN STANLEY $57,359 991 0.02% Shares
Winch Advisory Services, LLC $51,288 886 0.02% Shares
JPMORGAN CHASE & CO $43,111 757 0.02% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $35,075 606 0.01% Shares
North Star Investment Management Corp. $32,469 561 0.01% Shares
PEOPLES FINANCIAL SERVICES CORP. $29,808 515 0.01% Shares
StrongBox Wealth, LLC $18,522 320 0.01% Shares
AE Wealth Management LLC $17,594 304 0.01% Shares
PROEQUITIES, INC. $15,131 362 0.01% Shares
FMR LLC $13,458 233 0.00% Shares
Keating Financial Advisory Services, Inc. $8,393 145 0.00% Shares
VANGUARD ADVISERS INC $7,279 154 0.00% Shares
Integrated Wealth Concepts LLC $5,962 103 0.00% Shares
UBS Group AG $5,788 100 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,299 39,712 0.00% Shares
IFP Advisors, Inc $1,910 33 0.00% Shares
Thrivent Financial for Lutherans $353 6,100 0.00% Shares
Betterment LLC $202 3,489 0.00% Shares
CX Institutional $54 925 0.00% Shares
FNY Investment Advisers, LLC $2 50 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26