your badges 52W Range $28–$31 19% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

QUIZ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $28.79
52W Range $28–$31

QUIZ Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

10-Year Performance Revenue, net income, margins and EPS trends

06
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

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Ex-dateAmountCurrencyYield
Dec 29, 2025$0.05USD—

Institutional owners (13F) 51 filers · $71.6M 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 51
Value held $71.6M
New positions 10
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (-2 vs prior Q) 5 (-1 vs prior Q) 30 (+12 vs prior Q) 5 (-7 vs prior Q) +321K

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
GeoWealth Management, LLC $15,170,267 519,201 21.20% Shares
CONTINENTAL INVESTORS SERVICES, INC. $7,540,388 258,680 10.54% Shares
TRUE Private Wealth Advisors $4,620,174 158,125 6.46% Shares
M1 Capital Management LLC $3,213,655 109,987 4.49% Shares
Arete Wealth Advisors, LLC $3,170,482 108,541 4.43% Shares
Navigation Wealth Management, Inc. $3,086,058 105,620 4.31% Shares
Strategic Blueprint, LLC $2,923,563 100,059 4.09% Shares
Balboa Wealth Partners $2,850,382 97,554 3.98% Shares
Advisory Services Network, LLC $2,545,662 87,125 3.56% Shares
Farther Finance Advisors, LLC $2,397,580 82,057 3.35% Shares
Advyzon Investment Management, LLC $2,257,737 77,271 3.15% Shares
LPL Financial LLC $1,710,772 58,551 2.39% Shares
AXXCESS WEALTH MANAGEMENT, LLC $1,698,384 58,127 2.37% Shares
Rothschild Wealth LLC $1,625,717 55,640 2.27% Shares
Alteri Wealth LLC $1,446,979 49,523 2.02% Shares
Paragon Private Wealth Management, LLC $1,400,676 47,938 1.96% Shares
Koshinski Asset Management, Inc. $1,146,213 39,229 1.60% Shares
EJMK Ventures LLC $1,043,130 35,701 1.46% Shares
Simplicity Wealth,LLC $905,481 30,990 1.27% Shares
UNIQUE WEALTH, LLC $870,390 29,789 1.22% Shares
Stirlingshire Investments, Inc. $862,145 29,507 1.20% Shares
PKS Advisory Services, LLC $810,200 27,729 1.13% Shares
Faithward Advisors, LLC $804,590 27,537 1.12% Shares
Ignite Planners, LLC $688,710 23,571 0.96% Shares
Axim Planning & Wealth $588,227 20,132 0.82% Shares
Carter Financial Group, INC. $585,140 20,026 0.82% Shares
Vantus Wealth LLC $565,407 19,351 0.79% Shares
Integrity Wealth Partners, LLC $508,735 18,870 0.71% Shares
Creative Planning $474,196 16,229 0.66% Shares
Revisor Wealth Management LLC $440,089 15,062 0.61% Shares
Latitude Advisors, LLC $365,222 12,500 0.51% Shares
HARBOUR INVESTMENTS, INC. $289,322 9,902 0.40% Shares
IHT Wealth Management, LLC $278,277 9,524 0.39% Shares
Vise Technologies, Inc. $276,436 9,461 0.39% Shares
Empirical Asset Management, LLC $276,086 9,449 0.39% Shares
VICTORY FINANCIAL GROUP, LLC $260,775 8,925 0.36% Shares
GK Wealth Management LLC $257,211 8,803 0.36% Shares
JANE STREET GROUP, LLC $255,837 8,756 0.36% Shares
Ethos Financial Group, LLC $245,018 8,664 0.34% Shares
CoreCap Advisors, LLC $239,446 8,195 0.33% Shares
Independent Wealth Network Inc. $239,241 8,188 0.33% Shares
SeaCrest Wealth Management, LLC $230,855 7,901 0.32% Shares
Arax Advisory Partners $189,629 6,490 0.26% Shares
Rossby Financial, LCC $142,294 4,870 0.20% Shares
Cornerstone Planning Group LLC $34,686 1,195 0.05% Shares
Global Retirement Partners, LLC $22,411 767 0.03% Shares
IFP Advisors, Inc $4,967 170 0.01% Shares
VALLEY WEALTH MANAGERS, INC. $3,243 111 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,311 44,880 0.00% Shares
Wayfinding Financial, LLC $330 11,327 0.00% Shares

Show all 51 institutional owners →

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.