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) 5 filers · $516K 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 5
Value held $516K
New positions 0
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
0 (-2 vs prior Q) 1 (+1 vs prior Q) 1 (+1 vs prior Q) 1 (0 vs prior Q) -9K

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
ATX Financial Planning, LLC $399,216 7,736 77.41% Shares
DHJJ Financial Advisors, Ltd. $43,762 848 8.49% Shares
ROYAL BANK OF CANADA $40,000 780 7.76% Shares
UBS Group AG $27,557 534 5.34% Shares
Essential Partners LLC $5,161 100 1.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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