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) 255 filers · $1.6B 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 255
Value held $1.6B
New positions 46
Exited positions 15
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
46 (-18 vs prior Q) 15 (+1 vs prior Q) 100 (-1 vs prior Q) 71 (+36 vs prior Q) -4.4M

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
Richard Bernstein Advisors LLC $320,685,979 6,186,664 20.53% Shares
BlackRock, Inc. $122,521,513 2,360,268 7.84% Shares
ENVESTNET ASSET MANAGEMENT INC $104,751,459 2,017,944 6.70% Shares
LPL Financial LLC $102,165,579 1,968,129 6.54% Shares
Advocacy Wealth Management, LLC $57,097,061 1,099,924 3.65% Shares
MORGAN STANLEY $50,209,922 967,249 3.21% Shares
INSPIRION WEALTH ADVISORS, LLC $34,258,389 662,318 2.19% Shares
Cetera Investment Advisers $33,640,000 648,045 2.15% Shares
JPMORGAN CHASE & CO $30,489,713 587,131 1.95% Shares
Pallas Capital Advisors LLC $28,465,107 548,355 1.82% Shares
CenturyLink Investment Management Co $26,557,156 511,600 1.70% Shares
MML INVESTORS SERVICES, LLC $24,662,909 475,109 1.58% Shares
Vestmark Advisory Solutions, Inc. $23,037,250 443,792 1.47% Shares
Goldstone Financial Group, LLC $19,015,251 366,312 1.22% Shares
OneDigital Investment Advisors LLC $17,789,780 342,704 1.14% Shares
Macro Advisors, Inc. $15,616,760 300,843 1.00% Shares
Tower Research Capital LLC (TRC) $15,453,140 297,691 0.99% Shares
Cascade Wealth Advisors, Inc $14,697,057 283,645 0.94% Shares
COMMONWEALTH EQUITY SERVICES, LLC $14,340,340 276,254 0.92% Shares
Ferguson Shapiro LLC $14,100,678 271,637 0.90% Shares
ASSETMARK, INC $12,605,201 242,828 0.81% Shares
CacheTech Inc. $12,587,053 242,478 0.81% Shares
August Group Capital Ltd $12,550,027 241,765 0.80% Shares
STAR Financial Bank $12,320,216 237,338 0.79% Shares
AE Wealth Management LLC $11,765,873 226,661 0.75% Shares
Envestnet Portfolio Solutions, Inc. $11,526,512 222,048 0.74% Shares
Prime Capital Investment Advisors, LLC $10,894,081 209,865 0.70% Shares
Adams Wealth Management $10,808,097 208,208 0.69% Shares
BAR HARBOR WEALTH MANAGEMENT $10,727,357 206,653 0.69% Shares
Keel Point, LLC $10,696,270 206,054 0.68% Shares
CITIGROUP INC $10,382,415 200,008 0.66% Shares
NorthCoast Asset Management LLC $10,061,360 193,823 0.64% Shares
Cannon Capital Management, Inc. $9,697,463 186,813 0.62% Shares
DRIVE WEALTH MANAGEMENT, LLC $9,391,498 180,919 0.60% Shares
Equitable Holdings, Inc. $9,250,304 178,199 0.59% Shares
ODonnell Financial Services, LLC $8,554,880 164,802 0.55% Shares
BANK OF MONTREAL /CAN/ $8,488,374 163,521 0.54% Shares
E6 Portfolios, LLC $8,139,408 156,798 0.52% Shares
COURIER CAPITAL LLC $7,879,834 151,798 0.50% Shares
OSAIC HOLDINGS, INC. $7,583,831 146,087 0.49% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7,557,319 145,585 0.48% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $7,478,888 144,074 0.48% Shares
STIFEL FINANCIAL CORP $7,190,577 138,520 0.46% Shares
Client First Capital LLC $7,132,174 137,395 0.46% Shares
KICKSTAND VENTURES, LLC. $6,649,584 128,098 0.43% Shares
STOCK YARDS BANK & TRUST CO $6,395,106 123,196 0.41% Shares
NewEdge Wealth, LLC $6,157,885 118,626 0.39% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $6,054,049 116,615 0.39% Shares
Diversify Advisory Services, LLC $6,054,049 116,615 0.39% Shares
ATX Financial Planning, LLC $5,996,878 115,525 0.38% Shares

Show all 255 institutional owners →

ETF ownership Held by 1 ETF

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
NEAR · iShares U.S. ETF Trust 0.17% 165,000 SH Sept. 11, 2026 Daily

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