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) 26 filers · $431.5M 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 26
Value held $431.5M
New positions 13
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 4 5 4 ·

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. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
Bank of New York Mellon Corp $413,032,088 16,171,969 95.71% Shares
SageView Advisory Group, LLC $6,936,665 271,600 1.61% Shares
GOLDMAN SACHS GROUP INC $4,445,288 174,052 1.03% Shares
LPL Financial LLC $1,754,853 68,710 0.41% Shares
JANE STREET GROUP, LLC $790,463 30,950 0.18% Shares
JPMORGAN CHASE & CO $789,835 30,865 0.18% Shares
OLD MISSION CAPITAL LLC $527,222 20,643 0.12% Shares
Belpointe Asset Management LLC $483,830 18,944 0.11% Shares
Trivium Point Advisory, LLC $376,281 14,733 0.09% Shares
MORGAN STANLEY $356,922 13,975 0.08% Shares
M&T Bank Corp $296,009 11,590 0.07% Shares
RAYMOND JAMES FINANCIAL INC $292,254 11,443 0.07% Shares
Private Advisor Group, LLC $290,952 11,392 0.07% Shares
Cypress Capital Group $257,928 10,099 0.06% Shares
PNC Financial Services Group, Inc. $215,558 8,440 0.05% Shares
CITADEL ADVISORS LLC $210,399 8,238 0.05% Shares
WELLS FARGO & COMPANY/MN $209,377 8,198 0.05% Shares
WHITTIER TRUST CO OF NEVADA INC $130,917 5,132 0.03% Shares
TRUST CO OF VERMONT $45,001 1,762 0.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $34,402 1,347 0.01% Shares
UBS Group AG $33,815 1,324 0.01% Shares
Balentine LLC $9,373 367 0.00% Shares
Signature Resources Capital Management, LLC $8,939 350 0.00% Shares
OSAIC HOLDINGS, INC. $7,840 307 0.00% Shares
FIFTH THIRD BANCORP $3,320 130 0.00% Shares
Farther Finance Advisors, LLC $511 20 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26