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) 99 filers · $411.2M 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 99
Value held $411.2M
New positions 15
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (+3 vs prior Q) 6 (-4 vs prior Q) 61 (+5 vs prior Q) 12 (+1 vs prior Q) +2.6M

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 $72,611,892 3,513,762 17.66% Shares
RAYMOND JAMES FINANCIAL INC $59,437,403 2,876,236 14.45% Shares
LPL Financial LLC $29,151,645 1,410,677 7.09% Shares
UBS Group AG $27,351,264 1,323,555 6.65% Shares
WELLS FARGO & COMPANY/MN $24,721,374 1,196,292 6.01% Shares
Invesco Ltd. $19,197,855 929,003 4.67% Shares
COOKSON PEIRCE & CO INC $10,772,294 521,282 2.62% Shares
MORGAN STANLEY $8,692,464 420,637 2.11% Shares
Clark Asset Management, LLC $8,368,921 404,980 2.04% Shares
JONES FINANCIAL COMPANIES LLLP $7,960,604 384,106 1.94% Shares
CITADEL ADVISORS LLC $7,520,035 363,902 1.83% Shares
BCS Wealth Management $7,164,188 346,682 1.74% Shares
DWM Financial Group, Inc. $6,603,391 314,148 1.61% Shares
Modern Wealth Management, LLC $6,501,299 314,604 1.58% Shares
JANE STREET GROUP, LLC $6,074,249 293,939 1.48% Shares
BANK OF AMERICA CORP /DE/ $5,334,726 258,153 1.30% Shares
GILL CAPITAL PARTNERS, LLC $5,099,431 246,767 1.24% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5,052,665 244,503 1.23% Shares
Equitable Holdings, Inc. $4,962,150 240,123 1.21% Shares
MAI Capital Management $4,748,861 229,802 1.15% Shares
STEPHENS INC /AR/ $4,476,277 216,612 1.09% Shares
OSAIC HOLDINGS, INC. $4,315,566 208,785 1.05% Shares
ROYAL BANK OF CANADA $3,891,000 188,296 0.95% Shares
Asset Dedication, LLC $3,846,492 186,136 0.94% Shares
ENVESTNET ASSET MANAGEMENT INC $3,395,391 164,306 0.83% Shares
Cetera Investment Advisers $3,278,499 158,649 0.80% Shares
TRUIST FINANCIAL CORP $2,947,920 142,653 0.72% Shares
Addison Advisors LLC $2,931,889 141,877 0.71% Shares
NorthAvenue LLC $2,906,958 140,671 0.71% Shares
Savvy Advisors, Inc. $2,838,957 137,380 0.69% Shares
Carroll Advisory Group, LLC $2,541,990 123,009 0.62% Shares
LeClair Wealth Partners LLC $2,455,466 118,822 0.60% Shares
Infinity Wealth Counsel, LLC $2,223,554 107,600 0.54% Shares
Ellevest, Inc. $1,969,860 95,323 0.48% Shares
AMERIPRISE FINANCIAL INC $1,907,411 92,302 0.46% Shares
MONECO ADVISORS, LLC $1,809,800 87,578 0.44% Shares
NOVARE CAPITAL MANAGEMENT LLC $1,776,901 85,986 0.43% Shares
HUB Investment Partners, LLC $1,602,076 77,526 0.39% Shares
River Wealth Advisors LLC $1,524,933 73,793 0.37% Shares
Golden Reserve Retirement LLC $1,477,858 71,515 0.36% Shares
Private Advisor Group, LLC $1,435,322 69,456 0.35% Shares
BUTENSKY & COHEN FINANCIAL SECURITY, INC $1,407,885 68,020 0.34% Shares
MML INVESTORS SERVICES, LLC $1,385,397 67,041 0.34% Shares
Farnam Financial LLC $1,294,965 62,665 0.31% Shares
Rockefeller Capital Management L.P. $1,138,642 55,100 0.28% Shares
Atria Investments, Inc $1,084,911 52,500 0.26% Shares
G2 CAPITAL MANAGEMENT, LLC / OH $1,031,095 49,896 0.25% Shares
Lido Advisors, LLC $995,164 48,157 0.24% Shares
SAWGRASS ASSET MANAGEMENT LLC $979,066 47,378 0.24% Shares
J.W. COLE ADVISORS, INC. $971,112 46,993 0.24% Shares

Show all 99 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 4.79% 3,574,026 NS July 31, 2026 N-PORT

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