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) 35 filers · $32.7M 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 35
Value held $32.7M
New positions 11
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
11 (+1 vs prior Q) 4 (0 vs prior Q) 20 (+6 vs prior Q) 2 (-1 vs prior Q) +362K

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
Atlantic Union Bankshares Corp $4,830,037 188,415 14.79% Shares
LPL Financial LLC $4,631,692 180,678 14.18% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $4,446,042 188,932 13.61% Shares
Invesco Ltd. $2,417,345 94,298 7.40% Shares
HighTower Advisors, LLC $1,585,249 61,839 4.85% Shares
Equitable Holdings, Inc. $1,207,299 47,096 3.70% Shares
RAYMOND JAMES FINANCIAL INC $1,108,410 43,238 3.39% Shares
STIFEL FINANCIAL CORP $997,128 38,897 3.05% Shares
Hills Bank & Trust Co $991,899 38,693 3.04% Shares
OSAIC HOLDINGS, INC. $912,578 35,592 2.79% Shares
ENVESTNET ASSET MANAGEMENT INC $901,376 35,162 2.76% Shares
Key Financial Inc $868,389 33,875 2.66% Shares
Jacobi Capital Management LLC $862,621 33,650 2.64% Shares
MONECO ADVISORS, LLC $759,363 29,622 2.32% Shares
Wedmont Private Capital $600,290 23,550 1.84% Shares
IFP Advisors, Inc $594,734 23,200 1.82% Shares
MGO ONE SEVEN LLC $557,897 21,763 1.71% Shares
Kestra Advisory Services, LLC $557,387 21,743 1.71% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $435,649 17,058 1.33% Shares
NewEdge Advisors, LLC $333,256 13,000 1.02% Shares
Clark Asset Management, LLC $320,203 12,491 0.98% Shares
MML INVESTORS SERVICES, LLC $298,655 11,650 0.91% Shares
AMERIPRISE FINANCIAL INC $282,046 11,002 0.86% Shares
Addison Advisors LLC $279,423 10,900 0.86% Shares
Bill Few Associates, Inc. $253,018 9,870 0.77% Shares
J.W. COLE ADVISORS, INC. $247,010 9,636 0.76% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $238,970 9,322 0.73% Shares
COOKSON PEIRCE & CO INC $224,872 8,772 0.69% Shares
BCS Wealth Management $218,821 8,536 0.67% Shares
GILL CAPITAL PARTNERS, LLC $151,760 5,920 0.46% Shares
IFG Advisory, LLC $151,247 5,900 0.46% Shares
ROYAL BANK OF CANADA $146,000 5,702 0.45% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $142,423 5,545 0.44% Shares
Asset Dedication, LLC $69,164 2,698 0.21% Shares
MORGAN STANLEY $39,914 1,557 0.12% Shares

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