Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 70 filers · $85.4M 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 70
Value held $85.4M
New positions 13
Exited positions 8
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 (+5 vs prior Q) 8 (+1 vs prior Q) 33 (+5 vs prior Q) 10 (-4 vs prior Q) +370K

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
LPL Financial LLC $7,516,190 291,269 8.80% Shares
Atlantic Union Bankshares Corp $6,028,178 233,605 7.06% Shares
BANK OF AMERICA CORP /DE/ $5,088,617 197,195 5.96% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $5,056,511 210,029 5.92% Shares
RAYMOND JAMES FINANCIAL INC $4,345,505 168,398 5.09% Shares
PRECEDENT WEALTH PARTNERS, LLC $4,025,838 156,010 4.72% Shares
Sterling Financial Group, Inc. $3,937,276 154,131 4.61% Shares
Kestra Advisory Services, LLC $3,922,444 152,003 4.59% Shares
HighTower Advisors, LLC $3,462,502 134,180 4.06% Shares
Hills Bank & Trust Co $3,457,818 133,998 4.05% Shares
Legacy Private Trust Co. $2,901,410 112,436 3.40% Shares
Envision Financial Planning, LLC $2,797,038 108,391 3.28% Shares
Sequoia Financial Advisors, LLC $2,626,666 101,789 3.08% Shares
Invesco Ltd. $2,347,454 90,969 2.75% Shares
MORGAN STANLEY $2,340,133 90,685 2.74% Shares
Clark Asset Management, LLC $1,322,201 51,238 1.55% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,312,881 50,877 1.54% Shares
Lido Advisors, LLC $1,305,733 50,600 1.53% Shares
OSAIC HOLDINGS, INC. $1,228,010 47,579 1.44% Shares
ENVESTNET ASSET MANAGEMENT INC $1,213,122 47,011 1.42% Shares
Key Financial Inc $1,182,101 45,809 1.38% Shares
STIFEL FINANCIAL CORP $1,154,028 44,721 1.35% Shares
AMERIPRISE FINANCIAL INC $1,003,042 38,870 1.17% Shares
JANE STREET GROUP, LLC $999,660 38,739 1.17% Shares
Jacobi Capital Management LLC $985,065 38,173 1.15% Shares
UBS Group AG $934,141 36,200 1.09% Shares
VestGen Advisors, LLC $700,735 27,155 0.82% Shares
SAX WEALTH ADVISORS, LLC $641,817 25,250 0.75% Shares
IMA Advisory Services, Inc. $636,661 24,672 0.75% Shares
Wedmont Private Capital $590,678 22,950 0.69% Shares
JONES FINANCIAL COMPANIES LLLP $584,617 22,693 0.68% Shares
COMMONWEALTH EQUITY SERVICES, LLC $563,610 21,841 0.66% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $533,957 20,701 0.63% Shares
ROYAL BANK OF CANADA $508,000 19,697 0.60% Shares
D.A. DAVIDSON & CO. $446,685 17,310 0.52% Shares
Cetera Investment Advisers $430,536 16,684 0.50% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $430,276 16,690 0.50% Shares
MONECO ADVISORS, LLC $406,126 15,738 0.48% Shares
Tassel Capital Management, Inc. $396,675 15,372 0.46% Shares
VIRTUE ASSET MANAGEMENT LLC $381,501 14,784 0.45% Shares
CAPTRUST FINANCIAL ADVISORS $377,813 14,641 0.44% Shares
MML INVESTORS SERVICES, LLC $340,930 13,212 0.40% Shares
NewEdge Advisors, LLC $335,465 13,000 0.39% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $320,717 12,428 0.38% Shares
Equitable Holdings, Inc. $318,536 12,344 0.37% Shares
Asset Dedication, LLC $316,989 12,284 0.37% Shares
Bill Few Associates, Inc. $307,570 11,919 0.36% Shares
Addison Advisors LLC $298,435 11,565 0.35% Shares
Crews Bank & Trust $278,049 10,775 0.33% Shares
WELLS FARGO & COMPANY/MN $257,637 9,984 0.30% Shares

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