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) 19 filers · $7.8M total · As of Sept. 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 19
Value held $7.8M
New positions 13
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 (+8 vs prior Q) 2 (0 vs prior Q) 4 (+4 vs prior Q) 1 (0 vs prior Q) +119K

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
LPL Financial LLC $2,553,476 50,284 32.76% Shares
PRINCIPAL SECURITIES, INC. $1,492,303 29,387 19.15% Shares
UNIQUE WEALTH, LLC $1,105,301 21,766 14.18% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $605,819 11,930 7.77% Shares
INDEPENDENT FINANCIAL GROUP, LLC $307,050 6,047 3.94% Shares
Meridian Wealth Management, LLC $294,683 5,803 3.78% Shares
Creative Planning $264,572 5,210 3.39% Shares
Advyzon Investment Management, LLC $263,859 5,196 3.39% Shares
ENVESTNET ASSET MANAGEMENT INC $262,488 5,169 3.37% Shares
MATHER GROUP, LLC. $236,234 4,652 3.03% Shares
Cetera Investment Advisers $234,693 4,622 3.01% Shares
ROYAL BANK OF CANADA $103,000 2,028 1.32% Shares
Noble Wealth Management PBC $30,210 724 0.39% Shares
SBI Securities Co., Ltd. $12,543 247 0.16% Shares
UBS Group AG $12,289 242 0.16% Shares
HARBOUR INVESTMENTS, INC. $8,379 165 0.11% Shares
Arax Advisory Partners $5,383 106 0.07% Shares
Ankerstar Wealth, LLC $1,422 28 0.02% Shares
FIDUCIARY FINANCIAL ADVISORS $203 4 0.00% Shares

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