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) 18 filers · $34.4M 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 18
Value held $34.4M
New positions 2
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-1 vs prior Q) 3 (-1 vs prior Q) 6 (+1 vs prior Q) 4 (-2 vs prior Q) -18K

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
MATHER GROUP, LLC. $11,171,307 229,815 32.47% Shares
OneDigital Investment Advisors LLC $8,524,697 175,369 24.77% Shares
Wealthcare Advisory Partners LLC $5,554,956 114,276 16.14% Shares
Professional Financial Advisors, LLC $2,578,360 53,042 7.49% Shares
OLD MISSION CAPITAL LLC $2,451,207 50,426 7.12% Shares
LPL Financial LLC $2,131,840 43,856 6.20% Shares
DRIVE WEALTH MANAGEMENT, LLC $1,093,364 22,493 3.18% Shares
COMMONWEALTH EQUITY SERVICES, LLC $302,890 6,231 0.88% Shares
HALBERT HARGROVE GLOBAL ADVISORS, LLC $276,563 5,689 0.80% Shares
AQR CAPITAL MANAGEMENT LLC $261,870 5,387 0.76% Shares
OSAIC HOLDINGS, INC. $40,100 825 0.12% Shares
Steward Partners Investment Advisory, LLC $10,937 225 0.03% Shares
CIBC Private Wealth Group LLC $6,992 193 0.02% Shares
FIDUCIARY FINANCIAL ADVISORS $3,111 64 0.01% Shares
Aptus Capital Advisors, LLC $1,653 34 0.00% Shares
Strategic Wealth Partners, Ltd. $119 2 0.00% Shares
MORGAN STANLEY $57 1 0.00% Shares
FMR LLC $49 1 0.00% Shares

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