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) 18 filers · $21.7M 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 18
Value held $21.7M
New positions 6
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+3 vs prior Q) 2 (+1 vs prior Q) 7 (+3 vs prior Q) 2 (0 vs prior Q) +126K

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
Everest Private Wealth $6,685,333 65,135 30.76% Shares
Stegent Equity Advisors, Inc. $5,133,239 50,013 23.62% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,977,224 29,007 13.70% Shares
&PARTNERS $2,683,678 25,252 12.35% Shares
Caliber Wealth Management, LLC / KS $797,703 7,772 3.67% Shares
Golden Bell Financial Planning LLC $766,912 7,472 3.53% Shares
Southeast Asset Advisors, LLC $513,191 5,000 2.36% Shares
FLYNN ZITO CAPITAL MANAGEMENT, LLC $438,059 4,268 2.02% Shares
Signet Private Wealth LLC $409,115 3,986 1.88% Shares
Family Office Research LLC $383,456 3,736 1.76% Shares
ATX Financial Planning, LLC $276,918 2,698 1.27% Shares
Crew Capital Management, Ltd $253,003 2,465 1.16% Shares
Farther Finance Advisors, LLC $117,726 1,147 0.54% Shares
ROYAL BANK OF CANADA $101,000 985 0.46% Shares
EVOLUTION WEALTH MANAGEMENT INC. $71,436 696 0.33% Shares
NewEdge Advisors, LLC $65,278 636 0.30% Shares
DHJJ Financial Advisors, Ltd. $56,965 555 0.26% Shares
Essential Partners LLC $5,132 50 0.02% Shares

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