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 · $34.3M 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 $34.3M
New positions 4
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (+3 vs prior Q) 1 (-1 vs prior Q) 3 (-2 vs prior Q) 3 (+2 vs prior Q) +80K

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
Stonebrook Private Inc. $14,514,867 395,591 42.33% Shares
BlackRock, Inc. $7,338,320 200,000 21.40% Shares
EQ LLC $4,684,068 127,661 13.66% Shares
Concurrent Investment Advisors, LLC $3,300,724 89,958 9.63% Shares
ENVESTNET ASSET MANAGEMENT INC $1,960,877 53,442 5.72% Shares
BCU Wealth Advisors, LLC $1,176,736 32,071 3.43% Shares
CITADEL ADVISORS LLC $554,080 15,101 1.62% Shares
Spectrum Planning & Advisory Services Inc. $332,359 9,058 0.97% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $308,723 8,414 0.90% Shares
Imprint Wealth LLC $88,353 2,408 0.26% Shares
Sunbelt Securities, Inc. $22,778 742 0.07% Shares
JPMORGAN CHASE & CO $6,013 166 0.02% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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