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) 12 filers · $14.6M 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 12
Value held $14.6M
New positions 4
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (+1 vs prior Q) 0 (0 vs prior Q) 7 (+3 vs prior Q) 0 (-1 vs prior Q) +396K

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
IMA Advisory Services, Inc. $7,353,397 292,163 50.27% Shares
JANE STREET GROUP, LLC $2,055,335 81,662 14.05% Shares
MONECO ADVISORS, LLC $1,654,713 80,836 11.31% Shares
Ark Wealth Advisors LLC $1,276,436 50,715 8.73% Shares
RAYMOND JAMES FINANCIAL INC $856,995 34,050 5.86% Shares
LPL Financial LLC $585,049 23,245 4.00% Shares
4Thought Financial Group Inc. $436,534 17,344 2.98% Shares
VestGen Advisors, LLC $205,736 8,174 1.41% Shares
OSAIC HOLDINGS, INC. $179,686 7,139 1.23% Shares
Asset Dedication, LLC $19,808 787 0.14% Shares
Community Financial Services Group, LLC $3,145 125 0.02% Shares
Steward Partners Investment Advisory, LLC $1,762 70 0.01% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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