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) 234 filers · $1.4B 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 234
Value held $1.4B
New positions 28
Exited positions 13
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
28 (-7 vs prior Q) 13 (+1 vs prior Q) 123 (+5 vs prior Q) 35 (+5 vs prior Q) +6.9M

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
Aptus Capital Advisors, LLC $177,497,526 10,832,928 12.70% Shares
MORGAN STANLEY $125,762,055 7,675,438 9.00% Shares
RAYMOND JAMES FINANCIAL INC $70,256,557 4,287,858 5.03% Shares
LPL Financial LLC $57,514,884 3,510,216 4.12% Shares
Atlantic Union Bankshares Corp $50,327,990 3,071,589 3.60% Shares
Invesco Ltd. $40,068,830 2,445,458 2.87% Shares
Avior Wealth Management, LLC $39,336,984 2,400,792 2.81% Shares
HENGEHOLD CAPITAL MANAGEMENT LLC $39,246,380 2,395,263 2.81% Shares
WELLS FARGO & COMPANY/MN $35,786,186 2,184,082 2.56% Shares
BANK OF AMERICA CORP /DE/ $35,731,278 2,180,731 2.56% Shares
UBS Group AG $29,830,204 1,820,580 2.13% Shares
ROYAL BANK OF CANADA $26,960,000 1,645,463 1.93% Shares
MONECO ADVISORS, LLC $25,870,081 1,578,888 1.85% Shares
&PARTNERS $25,707,595 1,568,920 1.84% Shares
Capital Investment Counsel, LLC $21,889,705 1,335,960 1.57% Shares
STIFEL FINANCIAL CORP $21,486,280 1,311,336 1.54% Shares
Headland Capital, LLC $21,364,405 1,303,900 1.53% Shares
Waverly Advisors, LLC $20,573,608 1,255,637 1.47% Shares
TruWealth Advisors, LLC $20,454,504 1,242,679 1.46% Shares
Clark Asset Management, LLC $18,836,655 1,149,628 1.35% Shares
Baird Financial Group, Inc. $17,270,855 1,054,065 1.24% Shares
GPM Growth Investors, Inc. $16,252,102 991,889 1.16% Shares
MAI Capital Management $15,960,494 974,092 1.14% Shares
Legacy Financial Group LLC $13,866,109 846,268 0.99% Shares
ENVESTNET ASSET MANAGEMENT INC $12,300,355 750,708 0.88% Shares
JONES FINANCIAL COMPANIES LLLP $11,309,094 688,529 0.81% Shares
COOKSON PEIRCE & CO INC $10,927,926 666,947 0.78% Shares
CENTRAL VALLEY ADVISORS, LLC $10,869,242 663,366 0.78% Shares
DAVIS R M INC $10,700,036 653,039 0.77% Shares
AMJ Financial Wealth Management $10,246,399 622,503 0.73% Shares
Lido Advisors, LLC $10,033,177 612,339 0.72% Shares
Hills Bank & Trust Co $9,877,797 602,856 0.71% Shares
Goepper Burkhardt LLC $9,637,641 588,199 0.69% Shares
Cornerstone Planning, LLC $9,613,052 586,699 0.69% Shares
Modern Wealth Management, LLC $9,009,156 549,842 0.64% Shares
Asset Dedication, LLC $8,997,695 549,142 0.64% Shares
OSAIC HOLDINGS, INC. $8,983,885 548,149 0.64% Shares
Kaye Capital Management $8,569,492 518,421 0.61% Shares
AMERIPRISE FINANCIAL INC $8,392,116 512,472 0.60% Shares
KIRR MARBACH & CO LLC /IN/ $7,998,453 488,157 0.57% Shares
JANE STREET GROUP, LLC $7,958,915 485,744 0.57% Shares
HUB Investment Partners, LLC $7,819,639 477,244 0.56% Shares
Marietta Wealth Management, LLC $7,804,814 476,339 0.56% Shares
MML INVESTORS SERVICES, LLC $7,606,673 464,246 0.54% Shares
Kestra Advisory Services, LLC $7,486,385 456,905 0.54% Shares
Sanctuary Advisors, LLC $7,435,400 453,793 0.53% Shares
Red Spruce Capital, LLC $6,918,681 422,257 0.50% Shares
Decker Wealth Management LLC $6,709,816 409,510 0.48% Shares
Carmel Capital Partners, LLC $6,474,796 395,166 0.46% Shares
Waycross Investment Management Co $6,109,197 372,853 0.44% Shares

Show all 234 institutional owners →

ETF ownership Held by 1 ETF

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
DRSK · ETF Series Solutions 11.78% 10,999,060 NS July 31, 2026 N-PORT

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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