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 · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 26 filers · $116.8M 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 26
Value held $116.8M
New positions 9
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (+2 vs prior Q) 4 (+2 vs prior Q) 10 (+2 vs prior Q) 2 (+1 vs prior Q) +778K

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
BlackRock, Inc. $51,057,700 1,000,000 43.71% Shares
OneDigital Investment Advisors LLC $21,202,377 415,263 18.15% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $12,952,263 255,016 11.09% Shares
Diversify Advisory Services, LLC $12,952,263 255,016 11.09% Shares
Kestra Advisory Services, LLC $8,705,490 170,503 7.45% Shares
JANE STREET GROUP, LLC $2,314,905 45,339 1.98% Shares
Steward Partners Investment Advisory, LLC $1,984,970 38,877 1.70% Shares
Redhawk Wealth Advisors, Inc. $1,372,942 26,890 1.18% Shares
Merit Financial Group, LLC $957,791 18,759 0.82% Shares
Guerra Advisors Inc $880,636 16,849 0.75% Shares
Chicago Partners Investment Group LLC $599,636 11,825 0.51% Shares
COMMONWEALTH EQUITY SERVICES, LLC $385,950 7,559 0.33% Shares
AMERIFLEX GROUP, INC. $284,086 5,564 0.24% Shares
Sprinkle Financial Consultants LLC $254,220 4,980 0.22% Shares
CITADEL ADVISORS LLC $204,895 4,013 0.18% Shares
JPMORGAN CHASE & CO $189,148 3,705 0.16% Shares
SECURITY NATIONAL BANK OF SO DAK $175,996 3,447 0.15% Shares
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ $113,603 2,225 0.10% Shares
PlanVest Financial, Inc $90,372 1,770 0.08% Shares
Anchor Investment Management, LLC $66,631 1,305 0.06% Shares
OSAIC HOLDINGS, INC. $25,530 500 0.02% Shares
Larson Financial Group LLC $11,293 221 0.01% Shares
NATIONAL BANK OF CANADA /FI/ $10,442 205 0.01% Shares
MORGAN STANLEY $10,212 200 0.01% Shares
WEDBUSH SECURITIES INC $1,418 27,763 0.00% Shares
WELLS FARGO & COMPANY/MN $37 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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