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) 78 filers · $142.7M total · As of Sept. 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 78
Value held $142.7M
New positions 8
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (-5 vs prior Q) 5 (-3 vs prior Q) 27 (-4 vs prior Q) 33 (+10 vs prior Q) -5.0M

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
Gradient Investments LLC $26,242,862 526,172 18.39% Shares
ENVESTNET ASSET MANAGEMENT INC $11,838,471 237,363 8.30% Shares
Carrera Capital Advisors $9,337,357 187,215 6.54% Shares
&PARTNERS $5,815,695 117,379 4.08% Shares
NewEdge Wealth, LLC $4,629,298 92,818 3.24% Shares
MML INVESTORS SERVICES, LLC $4,212,911 84,469 2.95% Shares
Impact Partnership Wealth, LLC $3,967,656 79,552 2.78% Shares
Foundations Investment Advisors, LLC $3,918,821 78,573 2.75% Shares
STIFEL FINANCIAL CORP $3,786,734 75,923 2.65% Shares
WT Wealth Management $3,544,866 71,075 2.48% Shares
Orion Portfolio Solutions, LLC $3,368,510 66,205 2.36% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,281,846 66,013 2.30% Shares
Compound Planning, Inc. $3,231,858 64,799 2.26% Shares
Mattson Financial Services, LLC $3,073,726 62,014 2.15% Shares
Balance Wealth Partners LLC $2,998,591 60,122 2.10% Shares
Inspire Advisors, LLC $2,624,753 52,627 1.84% Shares
FULLCIRCLE WEALTH LLC $2,369,636 47,293 1.66% Shares
Signal Advisors Wealth, LLC $2,288,024 45,875 1.60% Shares
Lord & Richards Wealth Management, LLC $2,259,243 45,298 1.58% Shares
CITADEL ADVISORS LLC $2,171,807 43,545 1.52% Shares
LPL Financial LLC $1,858,890 37,271 1.30% Shares
Brown Financial Advisors $1,822,633 36,544 1.28% Shares
Capital Investment Advisory Services, LLC $1,729,657 34,680 1.21% Shares
Camarda Financial Advisors, LLC $1,647,971 33,042 1.15% Shares
Farther Finance Advisors, LLC $1,566,666 31,412 1.10% Shares
JANE STREET GROUP, LLC $1,415,153 28,374 0.99% Shares
Vavra Capital Management, LLC $1,367,672 27,422 0.96% Shares
CWM, LLC $1,353,601 27,529 0.95% Shares
Fortress Wealth Management, Inc. $1,319,144 26,086 0.92% Shares
Green Ridge Wealth Planning LLC $1,301,688 26,099 0.91% Shares
Prime Capital Investment Advisors, LLC $1,282,237 25,709 0.90% Shares
Mutual Advisors, LLC $1,187,200 23,804 0.83% Shares
Kingsview Wealth Management, LLC $1,161,888 23,296 0.81% Shares
Brucke Financial, Inc. $1,147,103 23,000 0.80% Shares
ROYAL BANK OF CANADA $1,067,000 21,389 0.75% Shares
Paladin Wealth, LLC $1,064,932 21,352 0.75% Shares
Oasis Advisors, LLC $1,032,223 20,696 0.72% Shares
Savvy Advisors, Inc. $1,013,568 20,322 0.71% Shares
Sanctuary Advisors, LLC $888,417 17,813 0.62% Shares
WOLFF WIESE MAGANA LLC $874,369 17,531 0.61% Shares
MGO ONE SEVEN LLC $874,209 17,528 0.61% Shares
Cetera Investment Advisers $816,513 16,371 0.57% Shares
Chicago Partners Investment Group LLC $810,513 16,259 0.57% Shares
Harvest Investment Services, LLC $792,015 15,880 0.56% Shares
Stratos Investment Management, LLC $766,429 15,367 0.54% Shares
Orion Porfolio Solutions, LLC $740,562 14,848 0.52% Shares
Weaver Consulting Group $620,944 12,450 0.44% Shares
LAKE STREET PRIVATE WEALTH, LLC $612,755 12,285 0.43% Shares
Safe Harbor Wealth Advisors, LLC $605,971 12,028 0.42% Shares
Concurrent Investment Advisors, LLC $507,279 10,171 0.36% Shares

Show all 78 institutional owners →

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26