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) 6 filers · $14.0M 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 6
Value held $14.0M
New positions 1
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-3 vs prior Q) 1 (-1 vs prior Q) 3 (+2 vs prior Q) 1 (0 vs prior Q) +121K

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
VestGen Advisors, LLC $8,440,713 352,357 60.36% Shares
ENVESTNET ASSET MANAGEMENT INC $2,833,925 118,302 20.26% Shares
Independent Wealth Network Inc. $2,326,390 97,115 16.64% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $236,181 9,880 1.69% Shares
OSAIC HOLDINGS, INC. $123,368 5,150 0.88% Shares
Steward Partners Investment Advisory, LLC $23,955 1,000 0.17% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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