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

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

Institutional owners (13F) 29 filers · $28.9M 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 29
Value held $28.9M
New positions 8
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (-1 vs prior Q) 7 (+6 vs prior Q) 10 (-4 vs prior Q) 6 (+4 vs prior Q) -32K

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
LPL Financial LLC $6,739,445 165,995 23.35% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,908,440 96,266 13.54% Shares
Cetera Investment Advisers $2,584,656 63,661 8.96% Shares
PRINCIPAL SECURITIES, INC. $2,560,699 63,071 8.87% Shares
Steward Partners Investment Advisory, LLC $2,122,974 52,290 7.36% Shares
MOGY JOEL R INVESTMENT COUNSEL INC $1,839,797 45,315 6.37% Shares
RAYMOND JAMES FINANCIAL INC $1,632,823 40,217 5.66% Shares
SHP Wealth Management $1,107,234 27,272 3.84% Shares
CWM, LLC $922,281 23,927 3.20% Shares
Visionary Wealth Advisors $752,385 18,531 2.61% Shares
Arax Advisory Partners $698,204 17,197 2.42% Shares
Nautilus Advisors LLC $651,267 16,030 2.26% Shares
HighTower Advisors, LLC $531,398 13,089 1.84% Shares
ENVESTNET ASSET MANAGEMENT INC $491,751 12,112 1.70% Shares
TRUIST FINANCIAL CORP $377,030 9,286 1.31% Shares
PFG Advisors $343,632 8,464 1.19% Shares
FIDUCIARY FINANCIAL ADVISORS $335,986 8,275 1.16% Shares
Capital Investment Counsel, LLC $276,772 6,817 0.96% Shares
Advyzon Investment Management, LLC $266,297 6,559 0.92% Shares
Wealthspire Advisors, LLC $243,602 6,000 0.84% Shares
ROYAL BANK OF CANADA $161,000 3,978 0.56% Shares
NATIONAL BANK OF CANADA /FI/ $149,563 3,692 0.52% Shares
Federation des caisses Desjardins du Quebec $143,359 3,531 0.50% Shares
Minot DeBlois Advisors LLC $8,120 200 0.03% Shares
HARBOUR INVESTMENTS, INC. $7,024 173 0.02% Shares
Clearstead Advisors, LLC $5,099 126 0.02% Shares
Strive Financial Group ,LLC $487 12 0.00% Shares
Banque Cantonale Vaudoise $66 1,616 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $41 1 0.00% Shares

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