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) 136 filers · $777.0M 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 136
Value held $777.0M
New positions 21
Exited positions 8
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
21 (+1 vs prior Q) 8 (+2 vs prior Q) 70 (+8 vs prior Q) 21 (0 vs prior Q) +7.8M

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 $167,476,123 7,954,221 21.55% Shares
AMERIPRISE FINANCIAL INC $74,383,454 3,537,744 9.57% Shares
RAYMOND JAMES FINANCIAL INC $71,924,577 3,416,033 9.26% Shares
Clearstead Advisors, LLC $57,920,915 2,750,934 7.45% Shares
LPL Financial LLC $44,429,205 2,110,150 5.72% Shares
MORGAN STANLEY $27,617,428 1,311,679 3.55% Shares
IMA Advisory Services, Inc. $25,333,558 1,203,208 3.26% Shares
WELLS FARGO & COMPANY/MN $19,280,879 915,739 2.48% Shares
Invesco Ltd. $19,184,101 911,142 2.47% Shares
Baird Financial Group, Inc. $13,113,286 622,811 1.69% Shares
GOLDMAN SACHS GROUP INC $11,946,839 567,411 1.54% Shares
JONES FINANCIAL COMPANIES LLLP $11,287,849 534,589 1.45% Shares
Clark Asset Management, LLC $10,929,790 519,107 1.41% Shares
COOKSON PEIRCE & CO INC $10,871,414 516,334 1.40% Shares
Parkway Wealth Management Group, LLC $10,108,265 480,088 1.30% Shares
BCS Wealth Management $9,458,157 449,212 1.22% Shares
BANK OF AMERICA CORP /DE/ $9,289,108 441,183 1.20% Shares
ROYAL BANK OF CANADA $8,383,000 398,162 1.08% Shares
Modern Wealth Management, LLC $7,931,524 376,705 1.02% Shares
Equitable Holdings, Inc. $6,381,625 303,093 0.82% Shares
Kaye Capital Management $6,335,906 298,864 0.82% Shares
OSAIC HOLDINGS, INC. $6,263,020 297,388 0.81% Shares
Apollon Wealth Management, LLC $6,091,948 289,335 0.78% Shares
Asset Dedication, LLC $6,036,007 286,678 0.78% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5,107,308 242,570 0.66% Shares
NorthAvenue LLC $4,623,524 219,593 0.60% Shares
NorthCrest Asset Manangement, LLC $4,545,986 216,837 0.59% Shares
STEPHENS INC /AR/ $4,480,181 212,785 0.58% Shares
NOTTINGHAM ADVISORS, INC. $4,453,351 212,131 0.57% Shares
Lido Advisors, LLC $4,243,583 201,547 0.55% Shares
VIRTUE ASSET MANAGEMENT LLC $4,227,633 200,790 0.54% Shares
Ledgewood Wealth Advisors, LLC $4,118,167 195,591 0.53% Shares
MAI Capital Management $3,456,019 164,142 0.44% Shares
Exchange Capital Management, Inc. $3,423,917 161,506 0.44% Shares
ENVESTNET ASSET MANAGEMENT INC $3,360,384 159,600 0.43% Shares
INDEPENDENT FINANCIAL GROUP, LLC $3,274,937 155,542 0.42% Shares
DWM Financial Group, Inc. $3,264,710 152,130 0.42% Shares
Cetera Investment Advisers $3,242,282 153,991 0.42% Shares
Infinity Wealth Counsel, LLC $2,979,640 141,517 0.38% Shares
Kestra Advisory Services, LLC $2,948,049 140,017 0.38% Shares
Savvy Advisors, Inc. $2,865,972 136,118 0.37% Shares
JANE STREET GROUP, LLC $2,864,070 136,028 0.37% Shares
MML INVESTORS SERVICES, LLC $2,823,101 134,082 0.36% Shares
Carroll Advisory Group, LLC $2,659,626 126,318 0.34% Shares
Avior Wealth Management, LLC $2,630,705 124,944 0.34% Shares
Addison Advisors LLC $2,623,728 124,613 0.34% Shares
NOVARE CAPITAL MANAGEMENT LLC $2,476,490 117,620 0.32% Shares
LeClair Wealth Partners LLC $2,457,007 116,695 0.32% Shares
DAVIS R M INC $2,329,804 110,653 0.30% Shares
HUB Investment Partners, LLC $2,140,072 101,642 0.28% Shares

Show all 136 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 11.07% 8,090,697 NS July 31, 2026 N-PORT

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