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) 10 filers · $11.8M total · As of June 30, 2026

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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 10
Value held $11.8M
New positions 2
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (+1 vs prior Q) 0 (-1 vs prior Q) 2 (+1 vs prior Q) 4 (+1 vs prior Q) +7K

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
JPMORGAN CHASE & CO $6,088,606 212,499 51.68% Shares
ENVESTNET ASSET MANAGEMENT INC $2,270,995 78,909 19.28% Shares
Frontier Asset Management, LLC $2,082,523 72,360 17.68% Shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $1,010,149 35,099 8.57% Shares
GTS SECURITIES LLC $293,556 10,200 2.49% Shares
CoreCap Advisors, LLC $23,312 810 0.20% Shares
ASSETMARK, INC $6,332 220 0.05% Shares
Rockefeller Capital Management L.P. $1,986 69 0.02% Shares
Global Retirement Partners, LLC $1,913 66 0.02% Shares
AMERIFLEX GROUP, INC. $921 32 0.01% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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