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) 13 filers · $68.3M 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 13
Value held $68.3M
New positions 6
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+4 vs prior Q) 0 (-1 vs prior Q) 4 (+1 vs prior Q) 2 (+1 vs prior Q) +153K

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
Symmetry Partners, LLC $57,822,119 2,077,026 84.63% Shares
ENVESTNET ASSET MANAGEMENT INC $6,715,780 241,237 9.83% Shares
Sequoia Financial Advisors, LLC $1,302,054 46,771 1.91% Shares
Kestra Advisory Services, LLC $789,530 28,361 1.16% Shares
Prime Capital Investment Advisors, LLC $565,269 20,305 0.83% Shares
MML INVESTORS SERVICES, LLC $550,833 19,786 0.81% Shares
LPL Financial LLC $239,999 8,621 0.35% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $141,115 5,069 0.21% Shares
ROYAL BANK OF CANADA $78,000 2,816 0.11% Shares
UBS Group AG $40,673 1,461 0.06% Shares
OSAIC HOLDINGS, INC. $40,002 1,437 0.06% Shares
HARBOUR INVESTMENTS, INC. $28,034 1,007 0.04% Shares
IFG Advisory, LLC $7,684 276 0.01% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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