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) 183 filers · $1.2B 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 183
Value held $1.2B
New positions 24
Exited positions 13
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
24 (0 vs prior Q) 13 (+2 vs prior Q) 88 (-8 vs prior Q) 34 (+8 vs prior Q) +5.1M

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 $182,569,581 8,901,491 14.96% Shares
MORGAN STANLEY $120,273,555 5,864,141 9.85% Shares
RAYMOND JAMES FINANCIAL INC $99,518,507 4,852,195 8.15% Shares
WELLS FARGO & COMPANY/MN $55,811,578 2,721,189 4.57% Shares
Atlantic Union Bankshares Corp $52,862,699 2,577,411 4.33% Shares
LPL Financial LLC $49,395,693 2,408,371 4.05% Shares
UBS Group AG $43,416,286 2,116,835 3.56% Shares
Invesco Ltd. $39,752,511 1,938,201 3.26% Shares
HENGEHOLD CAPITAL MANAGEMENT LLC $39,054,102 1,904,149 3.20% Shares
MONECO ADVISORS, LLC $24,194,066 1,179,623 1.98% Shares
ROYAL BANK OF CANADA $21,057,000 1,026,669 1.73% Shares
ENVESTNET ASSET MANAGEMENT INC $20,830,136 1,015,609 1.71% Shares
Sterling Financial Group, Inc. $19,935,430 954,762 1.63% Shares
Baird Financial Group, Inc. $17,139,633 835,672 1.40% Shares
Capital Investment Counsel, LLC $16,235,880 791,608 1.33% Shares
FORONJY FINANCIAL LLC $15,177,204 739,990 1.24% Shares
BANK OF AMERICA CORP /DE/ $14,744,407 718,889 1.21% Shares
Vishria Bird Financial Group, LLC $14,359,928 687,736 1.18% Shares
Clark Asset Management, LLC $14,283,677 696,425 1.17% Shares
&PARTNERS $14,173,591 691,058 1.16% Shares
Strategic Financial Group, LLC $13,906,826 678,051 1.14% Shares
GILL CAPITAL PARTNERS, LLC $11,725,091 571,677 0.96% Shares
Legacy Financial Group LLC $11,646,420 567,841 0.95% Shares
COOKSON PEIRCE & CO INC $11,057,413 539,123 0.91% Shares
Sequoia Financial Advisors, LLC $10,519,251 512,884 0.86% Shares
OSAIC HOLDINGS, INC. $10,254,533 499,978 0.84% Shares
JONES FINANCIAL COMPANIES LLLP $9,888,067 481,288 0.81% Shares
MAI Capital Management $9,682,182 472,071 0.79% Shares
Cornerstone Planning, LLC $9,557,216 465,977 0.78% Shares
Apollon Wealth Management, LLC $9,214,477 449,268 0.75% Shares
Lido Advisors, LLC $8,534,464 416,112 0.70% Shares
Modern Wealth Management, LLC $7,933,433 386,808 0.65% Shares
Marietta Wealth Management, LLC $7,856,520 383,058 0.64% Shares
Asset Dedication, LLC $7,800,143 380,309 0.64% Shares
MML INVESTORS SERVICES, LLC $7,540,271 367,639 0.62% Shares
TRUIST FINANCIAL CORP $7,378,527 359,753 0.60% Shares
Clearstead Advisors, LLC $6,173,591 301,004 0.51% Shares
Kaye Capital Management $6,085,252 295,401 0.50% Shares
Goepper Burkhardt LLC $5,949,049 290,056 0.49% Shares
Decker Wealth Management LLC $5,699,651 277,896 0.47% Shares
VISTA INVESTMENT MANAGEMENT $5,381,927 262,405 0.44% Shares
BCS Wealth Management $5,159,643 251,567 0.42% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5,135,667 250,398 0.42% Shares
NorthAvenue LLC $4,996,410 243,608 0.41% Shares
STEPHENS INC /AR/ $4,809,792 234,510 0.39% Shares
Cetera Investment Advisers $4,242,299 206,840 0.35% Shares
AMERIPRISE FINANCIAL INC $3,859,089 188,157 0.32% Shares
Straight Path Wealth Management $3,754,797 183,072 0.31% Shares
Hills Bank & Trust Co $3,721,191 181,433 0.30% Shares
Ledgewood Wealth Advisors, LLC $3,449,482 168,185 0.28% Shares

Show all 183 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 12.07% 9,038,475 NS July 31, 2026 N-PORT

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