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) 12 filers · $23.2M 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 12
Value held $23.2M
New positions 3
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-3 vs prior Q) 0 (0 vs prior Q) 8 (+5 vs prior Q) 1 (+1 vs prior Q) +147K

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
TRUIST FINANCIAL CORP $5,814,954 147,996 25.02% Shares
ENVESTNET ASSET MANAGEMENT INC $5,498,483 139,941 23.66% Shares
DAVENPORT & Co LLC $3,457,084 87,986 14.87% Shares
Kingsview Wealth Management, LLC $3,144,090 80,020 13.53% Shares
JANE STREET GROUP, LLC $1,506,743 38,348 6.48% Shares
Sigma Planning Corp $1,484,350 37,778 6.39% Shares
Clearstead Advisors, LLC $761,702 19,386 3.28% Shares
CITADEL ADVISORS LLC $701,389 17,851 3.02% Shares
COMMONWEALTH EQUITY SERVICES, LLC $488,630 12,436 2.10% Shares
COFG Advisors, LLC $368,785 9,386 1.59% Shares
JPMORGAN CHASE & CO $15,648 397 0.07% Shares
UBS Group AG $786 20 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26