Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 22 filers · $59.2M 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 22
Value held $59.2M
New positions 2
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-1 vs prior Q) 1 (-2 vs prior Q) 8 (+7 vs prior Q) 6 (-5 vs prior Q) +135K

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
GOLDMAN SACHS GROUP INC $22,321,129 495,655 37.73% Shares
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC $10,467,385 232,435 17.69% Shares
MORGAN STANLEY $10,432,952 231,670 17.64% Shares
Rockefeller Capital Management L.P. $4,805,040 106,699 8.12% Shares
WELLS FARGO & COMPANY/MN $4,521,824 100,410 7.64% Shares
LPL Financial LLC $2,524,448 56,057 4.27% Shares
Private Wealth Partners, LLC $956,964 21,250 1.62% Shares
RAYMOND JAMES FINANCIAL INC $644,927 14,321 1.09% Shares
Cerity Partners LLC $391,567 8,695 0.66% Shares
COMMONWEALTH EQUITY SERVICES, LLC $332,030 7,373 0.56% Shares
ENVESTNET ASSET MANAGEMENT INC $327,980 7,283 0.55% Shares
OSAIC HOLDINGS, INC. $245,142 5,444 0.41% Shares
BARNES PETTEY FINANCIAL ADVISORS, LLC $244,803 5,436 0.41% Shares
Integrated Wealth Concepts LLC $206,990 4,596 0.35% Shares
FIFTH THIRD BANCORP $193,443 4,296 0.33% Shares
COMERICA BANK $174,832 4,353 0.30% Shares
JONES FINANCIAL COMPANIES LLLP $99,148 2,297 0.17% Shares
HUNTINGTON NATIONAL BANK $77,458 1,720 0.13% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $75,240 1,683 0.13% Shares
ROYAL BANK OF CANADA $73,000 1,624 0.12% Shares
Global Retirement Partners, LLC $21,346 474 0.04% Shares
ASSETMARK, INC $16,978 377 0.03% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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