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 · $28.3M 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 $28.3M
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 (0 vs prior Q) 4 (+1 vs prior Q) 1 (0 vs prior Q) +106K

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
ENVESTNET ASSET MANAGEMENT INC $17,139,464 444,434 60.57% Shares
Integrated Advisors Network LLC $4,540,124 117,727 16.05% Shares
Arkadios Wealth Advisors $3,896,384 101,035 13.77% Shares
OLD MISSION CAPITAL LLC $1,412,509 36,627 4.99% Shares
ROYAL BANK OF CANADA $641,000 16,622 2.27% Shares
MERCER GLOBAL ADVISORS INC /ADV $380,171 9,858 1.34% Shares
CITADEL ADVISORS LLC $234,242 6,074 0.83% Shares
Steward Partners Investment Advisory, LLC $36,097 936 0.13% Shares
Ameritas Advisory Services, LLC $10,951 284 0.04% Shares
UBS Group AG $4,743 123 0.02% Shares

ETF ownership Held by 4 ETFs

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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
IFGL · iShares Trust 0.04% 1,723 SH Sept. 10, 2026 Daily
VNQI · VANGUARD INTERNATIONAL EQUITY INDEX… 0.03% 51,093 SH Aug. 19, 2026 Daily
ERET · iShares Trust 0.02% 141 SH Sept. 11, 2026 Daily
REET · iShares Trust 0.02% 44,371 SH Sept. 10, 2026 Daily

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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