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) 12 filers · $7.5M 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 $7.5M
New positions 0
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
0 (-6 vs prior Q) 3 (+1 vs prior Q) 3 (0 vs prior Q) 5 (+1 vs prior Q) -230K

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
Calamos Wealth Management LLC $5,175,011 169,118 68.74% Shares
Mutual Advisors, LLC $494,595 16,165 6.57% Shares
GOLDMAN SACHS GROUP INC $449,087 14,678 5.97% Shares
IFP Advisors, Inc $339,553 11,098 4.51% Shares
Prosperity Wealth Management, Inc. $289,594 9,727 3.85% Shares
Sound Income Strategies, LLC $282,002 9,217 3.75% Shares
COMMONWEALTH EQUITY SERVICES, LLC $249,140 8,143 3.31% Shares
Farther Finance Advisors, LLC $160,721 5,253 2.13% Shares
OSAIC HOLDINGS, INC. $73,132 2,390 0.97% Shares
UBS Group AG $7,129 233 0.09% Shares
Keating Financial Advisory Services, Inc. $6,119 200 0.08% Shares
Cambridge Investment Research Advisors, Inc. $2,472 80,801 0.03% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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