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 · $5.6M 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 10
Value held $5.6M
New positions 3
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-1 vs prior Q) 1 (-1 vs prior Q) 3 (+2 vs prior Q) 2 (+1 vs prior Q) -61K

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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,484,327 71,573 43.97% Shares
Onyx Bridge Wealth Group LLC $2,091,595 61,531 37.02% Shares
GOLDMAN SACHS GROUP INC $395,709 11,641 7.00% Shares
Schiavi & Co LLC $224,181 740 3.97% Shares
Concurrent Investment Advisors, LLC $206,268 6,068 3.65% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $201,373 5,924 3.56% Shares
UBS Group AG $33,619 989 0.60% Shares
JPMORGAN CHASE & CO $5,742 171 0.10% Shares
Geneos Wealth Management Inc. $4,249 125 0.08% Shares
CWM, LLC $2,898 92 0.05% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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