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) 21 filers · $15.6M 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 21
Value held $15.6M
New positions 3
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-4 vs prior Q) 1 (0 vs prior Q) 10 (+6 vs prior Q) 1 (-3 vs prior Q) +201K

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
Equitable Holdings, Inc. $2,745,089 108,523 17.65% Shares
MONECO ADVISORS, LLC $2,218,549 87,707 14.26% Shares
LPL Financial LLC $1,823,010 72,070 11.72% Shares
ROYAL BANK OF CANADA $1,684,000 66,574 10.83% Shares
Ark Wealth Advisors LLC $1,270,467 50,226 8.17% Shares
RAYMOND JAMES FINANCIAL INC $1,137,487 44,969 7.31% Shares
MORGAN STANLEY $942,087 37,244 6.06% Shares
OSAIC HOLDINGS, INC. $844,152 33,366 5.43% Shares
JANE STREET GROUP, LLC $575,714 22,760 3.70% Shares
4Thought Financial Group Inc. $433,346 17,132 2.79% Shares
VestGen Advisors, LLC $430,201 17,007 2.77% Shares
SFE Investment Counsel $401,685 15,880 2.58% Shares
BANK OF AMERICA CORP /DE/ $356,862 14,108 2.29% Shares
Alaska Permanent Capital Management, LLC $258,177 10,237 1.66% Shares
IMA Advisory Services, Inc. $200,387 7,922 1.29% Shares
HARBOUR INVESTMENTS, INC. $152,352 6,023 0.98% Shares
Larson Financial Group LLC $56,509 2,234 0.36% Shares
Asset Dedication, LLC $20,034 792 0.13% Shares
Community Financial Services Group, LLC $3,159 125 0.02% Shares
Steward Partners Investment Advisory, LLC $1,644 65 0.01% Shares
Capital Analysts, LLC $10 385 0.00% Shares

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