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) 379 filers · $4.7B 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 379
Value held $4.7B
Institution Value Shares % of tracked 13F Type
ENVESTNET ASSET MANAGEMENT INC $1,421,115,799 50,663,703 30.19% Shares
LPL Financial LLC $609,589,026 21,732,229 12.95% Shares
JPMORGAN CHASE & CO $300,107,467 10,676,181 6.38% Shares
MORGAN STANLEY $154,533,925 5,509,230 3.28% Shares
Envestnet Portfolio Solutions, Inc. $140,905,545 5,023,371 2.99% Shares
MML INVESTORS SERVICES, LLC $100,506,341 3,583,114 2.14% Shares
Cetera Investment Advisers $97,873,615 3,489,256 2.08% Shares
Bank of New York Mellon Corp $89,093,431 3,176,236 1.89% Shares
BlackRock, Inc. $83,082,754 2,961,952 1.76% Shares
Foundations Investment Advisors, LLC $76,570,814 2,729,797 1.63% Shares
OneDigital Investment Advisors LLC $67,567,115 2,408,810 1.44% Shares
Sanctuary Advisors, LLC $62,885,257 2,241,899 1.34% Shares
Advocacy Wealth Management, LLC $59,360,904 2,116,253 1.26% Shares
NewEdge Advisors, LLC $59,098,624 2,106,903 1.26% Shares
Merit Financial Group, LLC $46,116,721 1,644,090 0.98% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $40,089,076 1,435,675 0.85% Shares
COMMONWEALTH EQUITY SERVICES, LLC $33,963,910 1,210,835 0.72% Shares
SK Wealth Management, LLC $33,866,989 1,170,248 0.72% Shares
JB Capital LLC $32,311,308 1,151,918 0.69% Shares
STIFEL FINANCIAL CORP $29,805,873 1,062,594 0.63% Shares
Equitable Holdings, Inc. $29,553,158 1,053,590 0.63% Shares
JANE STREET GROUP, LLC $28,705,360 1,023,364 0.61% Shares
Sumitomo Mitsui Trust Group, Inc. $27,686,304 987,034 0.59% Shares
Scarborough Advisors, LLC $24,842,821 872,596 0.53% Shares
Sharkey, Howes & Javer $24,271,216 865,284 0.52% Shares
Ascent Group, LLC $22,980,900 819,283 0.49% Shares
CreativeOne Wealth, LLC $20,990,836 748,336 0.45% Shares
Arax Advisory Partners $18,669,039 665,563 0.40% Shares
TRUIST FINANCIAL CORP $18,026,828 642,668 0.38% Shares
Vise Technologies, Inc. $17,755,619 632,999 0.38% Shares
Shepherd Financial Partners LLC $17,711,139 631,412 0.38% Shares
Horst & Graben Wealth Management LLC $16,190,327 576,850 0.34% Shares
AE Wealth Management LLC $16,031,543 571,535 0.34% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $14,966,750 533,574 0.32% Shares
Pettinga Financial Advisors LLC $14,866,059 529,984 0.32% Shares
Goldstein Advisors, LLC $14,781,060 526,954 0.31% Shares
CFS Investment Advisory Services, LLC $14,471,939 515,750 0.31% Shares
Security Financial Services, INC. $13,769,212 490,881 0.29% Shares
Atria Investments, Inc $13,399,662 477,706 0.28% Shares
Vestmark Advisory Solutions, Inc. $12,611,744 449,617 0.27% Shares
Icon Wealth Advisors, LLC $12,551,904 447,483 0.27% Shares
Cerity Partners LLC $12,174,064 434,013 0.26% Shares
ROYAL BANK OF CANADA $12,135,000 432,627 0.26% Shares
&PARTNERS $11,319,434 400,486 0.24% Shares
AllGen Financial Advisors, Inc. $11,307,225 403,110 0.24% Shares
Stone House Investment Management, LLC $11,307,151 403,107 0.24% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $11,296,763 397,214 0.24% Shares
SteelPeak Wealth, LLC $10,929,947 389,659 0.23% Shares
Kelly Financial Services LLC $10,267,871 366,056 0.22% Shares
Perennial Investment Advisors, LLC $10,147,266 361,743 0.22% Shares

Show all 379 institutional owners →

ETF ownership Held by 1 ETF

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MAPP · Harbor ETF Trust 3.00% 10,665 NS July 31, 2026 N-PORT

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