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) 20 filers · $18.8M 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 20
Value held $18.8M
New positions 1
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-4 vs prior Q) 1 (-4 vs prior Q) 9 (+8 vs prior Q) 2 (-6 vs prior Q) +59K

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 $7,589,476 210,347 40.44% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,151,363 85,767 16.79% Shares
Cetera Investment Advisers $1,679,516 46,549 8.95% Shares
AQR CAPITAL MANAGEMENT LLC $1,261,385 34,960 6.72% Shares
Focus Partners Wealth $1,261,385 34,960 6.72% Shares
Steward Partners Investment Advisory, LLC $1,259,003 34,894 6.71% Shares
ENVESTNET ASSET MANAGEMENT INC $708,807 19,645 3.78% Shares
Rockefeller Capital Management L.P. $692,860 19,203 3.69% Shares
OSAIC HOLDINGS, INC. $671,262 18,603 3.58% Shares
COMMONWEALTH EQUITY SERVICES, LLC $247,160 6,850 1.32% Shares
HARBOUR INVESTMENTS, INC. $107,846 2,989 0.57% Shares
PRIVATE TRUST CO NA $56,430 1,564 0.30% Shares
Hilton Head Capital Partners, LLC $45,101 1,250 0.24% Shares
OPTIMUM INVESTMENT ADVISORS $20,743 650 0.11% Shares
WHITTIER TRUST CO OF NEVADA INC $7,476 203 0.04% Shares
Global Retirement Partners, LLC $6,972 193 0.04% Shares
Penserra Capital Management LLC $745 20,666 0.00% Shares
Cambridge Investment Research Advisors, Inc. $215 5,953 0.00% Shares
MORGAN STANLEY $65 1 0.00% Shares
WELLS FARGO & COMPANY/MN $50 1 0.00% Shares

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